Investments: Marion Wealth Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
409.755.823 $+27.510.202 $382.450.336 $+20.495.627 $362.197.070 $+29.973.728 $342.090.984 $+342.090.984 $
BANK OF AMERICA CORP /DE/BAC287.031.062 $+19.168.930 $267.862.132 $+13.081.905 $254.780.227 $+14.685.033 $240.095.194 $+240.095.194 $
BlackRock, Inc.BLK22.292.402 $+1.978.664 $20.313.738 $+1.994.327 $18.319.411 $+2.224.803 $16.094.608 $+16.094.608 $
UBS AGAMUB15.951.372 $+1.228.817 $14.722.555 $-299.752 $15.022.307 $-714.770 $15.737.077 $+15.737.077 $
APPFOLIO INCAPPF9.306.135 $-310.517 $9.616.652 $+1.832.611 $7.784.041 $-577.612 $8.361.653 $+8.361.653 $
ALPHA PRO TECH LTDAPT8.239.629 $+1.917.476 $6.322.153 $+1.827.205 $4.494.948 $+448.314 $4.046.634 $+4.046.634 $
MICROSOFT CORPMSFT7.182.353 $-749.493 $7.931.846 $+247.617 $7.684.229 $+1.906.975 $5.777.254 $+5.777.254 $
ANALOG DEVICES INCADI6.495.375 $+1.268.581 $5.226.794 $+141.833 $5.084.961 $+865.806 $4.219.155 $+4.219.155 $
JPMORGAN CHASE & COJPM4.119.926 $-227.646 $4.347.572 $+342.515 $4.005.057 $+455.826 $3.549.231 $+3.549.231 $
Accenture plcACN4.133.414 $+792.892 $3.340.522 $-377.764 $3.718.286 $-52.192 $3.770.478 $+3.770.478 $
NVIDIA CORPNVDA3.833.344 $+75.085 $3.758.259 $+479.047 $3.279.212 $+709.117 $2.570.095 $+2.570.095 $
ELI LILLY & CoLLY3.789.440 $+1.120.876 $2.668.564 $-116.985 $2.785.549 $+168.833 $2.616.716 $+2.616.716 $
AMAZON COM INCAMZN3.769.162 $+367.144 $3.402.018 $-100.324 $3.502.342 $+568.723 $2.933.619 $+2.933.619 $
ORACLE CORPORCL2.239.863 $-1.260.745 $3.500.608 $+477.611 $3.022.997 $+1.111.095 $1.911.902 $+1.911.902 $
Mastercard IncMA2.934.195 $-199.663 $3.133.858 $+17.737 $3.116.121 $+92.199 $3.023.922 $+3.023.922 $
UNITEDHEALTH GROUP INCUNH3.098.878 $+3.098.878 $
MCKESSON CORPMCK2.645.264 $+272.787 $2.372.477 $+240.087 $2.132.390 $+2.132.390 $
BECTON DICKINSON & COBDX2.624.808 $+2.624.808 $
COMCAST CORPCMCSA2.524.447 $+2.524.447 $
QUEST DIAGNOSTICS INCDGX2.443.687 $+77.010 $2.366.677 $+196.028 $2.170.649 $+2.170.649 $
Phillips 66PSX2.046.559 $+118.941 $1.927.618 $+240.609 $1.687.009 $+3.469 $1.683.540 $+1.683.540 $
DEERE & CODE2.011.302 $+254.072 $1.757.230 $-182.264 $1.939.494 $+148.713 $1.790.781 $+1.790.781 $
PROCTER & GAMBLE CoPG1.898.428 $+27.055 $1.871.373 $-42.645 $1.914.018 $-64.407 $1.978.425 $+1.978.425 $
UNITED PARCEL SERVICE INCUPS1.932.302 $+437.449 $1.494.853 $-311.569 $1.806.422 $-161.959 $1.968.381 $+1.968.381 $
COCA COLA COKO1.809.975 $+220.635 $1.589.340 $-69.461 $1.658.801 $+1.288.082 $370.719 $+370.719 $
NEXTERA ENERGY INCNEE1.789.588 $+206.077 $1.583.511 $+140.107 $1.443.404 $-5.398 $1.448.802 $+1.448.802 $
CONOCOPHILLIPSCOP1.707.135 $+126.851 $1.580.284 $+104.864 $1.475.420 $-188.658 $1.664.078 $+1.664.078 $
PEPSICO INCPEP1.619.509 $+1.619.509 $
LINDE PLCLIN1.460.449 $+33.500 $1.426.949 $+48.943 $1.378.006 $+1.378.006 $
CATERPILLAR INCCAT1.154.015 $+114.349 $1.039.666 $+195.774 $843.892 $+128.814 $715.078 $+715.078 $
EQUINIX INCEQIX1.045.480 $+59.196 $986.284 $+2.125 $984.159 $-5.820 $989.979 $+989.979 $
EXXON MOBIL CORPXOM869.619 $+140.910 $728.709 $+14.636 $714.073 $-45.064 $759.137 $+759.137 $
Constellation Energy CorpCEG649.631 $-85.241 $734.872 $+29.666 $705.206 $+362.101 $343.105 $+343.105 $
NETFLIX INCNFLX452.733 $-135.937 $588.670 $+75.783 $512.887 $+260.171 $252.716 $+252.716 $
CSX CORPCSX415.498 $+12.815 $402.683 $+32.659 $370.024 $+36.288 $333.736 $+333.736 $
Walmart Inc.WMT400.753 $+51.792 $348.961 $+9.992 $338.969 $+34.632 $304.337 $+304.337 $
SCHWAB CHARLES CORPSCHW375.415 $+58.081 $317.334 $+23.835 $293.499 $+72.306 $221.193 $+221.193 $
JOHNSON & JOHNSONJNJ366.682 $+59.442 $307.240 $+55.655 $251.585 $-19.705 $271.290 $+271.290 $
STARBUCKS CORPSBUX227.500 $-23.824 $251.324 $-91.107 $342.431 $-23.773 $366.204 $+366.204 $
AMGEN INCAMGN353.369 $+64.114 $289.255 $+3.065 $286.190 $-33.149 $319.339 $+319.339 $
GENERAL ELECTRIC COGE343.617 $+18.717 $324.900 $+60.359 $264.541 $+264.541 $
VERIZON COMMUNICATIONS INCVZ311.694 $+26.283 $285.411 $-4.152 $289.563 $-25.462 $315.025 $+315.025 $
CHIPOTLE MEXICAN GRILL INCCMG209.254 $+5.662 $203.592 $-89.511 $293.103 $+31.007 $262.096 $+262.096 $
Palo Alto Networks IncPANW274.414 $-9.840 $284.254 $+1.237 $283.017 $+58.796 $224.221 $+224.221 $
FOSTER L B COFSTR279.732 $+21.201 $258.531 $+48.732 $209.799 $+209.799 $
NATIONAL FUEL GAS CONFG246.072 $-32.239 $278.311 $+23.080 $255.231 $+16.632 $238.599 $+238.599 $
BOSTON SCIENTIFIC CORPBSX270.037 $+17.078 $252.959 $-22.118 $275.077 $+33.469 $241.608 $+241.608 $
EXELON CORPEXC240.174 $-4.908 $245.082 $+8.920 $236.162 $-14.192 $250.354 $+250.354 $
INTUITIVE SURGICAL INCISRG242.361 $+39.300 $203.061 $+203.061 $
INTEL CORPINTC207.773 $+207.773 $
Eaton Corp plcETN204.715 $+204.715 $
409.755.823 $+27.510.202 $382.450.336 $+20.495.627 $362.197.070 $+29.973.728 $342.090.984 $+342.090.984 $
Erweiterte Einstellungen ×