Investments: Schrum Private Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
111.492.625 $-899.246 $113.519.205 $+113.519.205 $
BANK OF AMERICA CORP /DE/BAC62.978.280 $-187.579 $63.165.859 $+63.165.859 $
MICROSOFT CORPMSFT8.302.214 $-633.540 $8.935.754 $+8.935.754 $
APPFOLIO INCAPPF6.600.909 $+419.179 $6.181.730 $+6.181.730 $
JPMORGAN CHASE & COJPM3.533.124 $+72.978 $3.460.146 $+3.460.146 $
AbbVie Inc.ABBV2.433.280 $-32.395 $2.465.675 $+2.465.675 $
ORACLE CORPORCL1.670.422 $-739.393 $2.409.815 $+2.409.815 $
ALPHA PRO TECH LTDAPT2.040.742 $+536.851 $1.503.891 $+1.503.891 $
Palo Alto Networks IncPANW1.646.939 $-173.635 $1.820.574 $+1.820.574 $
LOCKHEED MARTIN CORPLMT1.573.583 $-66.365 $1.639.948 $+1.639.948 $
PALATIN TECHNOLOGIES INCPTNT1.214.390 $-49.964 $1.264.354 $+1.264.354 $
Accenture plcACN1.187.939 $-13.903 $1.201.842 $+1.201.842 $
INTUITIVE SURGICAL INCISRG1.171.799 $+246.479 $925.320 $+925.320 $
PEPSICO INCPEP1.134.051 $-23.975 $1.158.026 $+1.158.026 $
JOHNSON & JOHNSONJNJ1.123.726 $+101.309 $1.022.417 $+1.022.417 $
CHEVRON CORPCVX1.063.866 $-42.247 $1.106.113 $+1.106.113 $
BlackRock, Inc.BLK1.099.136 $+22.442 $1.076.694 $+1.076.694 $
NVIDIA CORPNVDA933.978 $-126.141 $1.060.119 $+1.060.119 $
RTX CorpRTX1.003.550 $+88.456 $915.094 $+915.094 $
MCDONALDS CORPMCD928.504 $+5.286 $923.218 $+923.218 $
EXXON MOBIL CORPXOM832.388 $+57.297 $775.091 $+775.091 $
PROCTER & GAMBLE CoPG702.286 $-104.817 $807.103 $+807.103 $
MORGAN STANLEYMS659.615 $-102.457 $762.072 $+762.072 $
COCA COLA COKO711.727 $+32.529 $679.198 $+679.198 $
GOLDMAN SACHS GROUP INCGS614.421 $+57.772 $556.649 $+556.649 $
ISHARES GOLD TRUSTIAU604.716 $+79.534 $525.182 $+525.182 $
Walmart Inc.WMT545.534 $-4.561 $550.095 $+550.095 $
NEXTERA ENERGY INCNEE489.581 $-35.192 $524.773 $+524.773 $
iShares Bitcoin Trust ETFIBIT356.172 $-145.928 $502.100 $+502.100 $
ROYAL BANK OF CANADARY489.136 $+66.475 $422.661 $+422.661 $
SEACOAST BANKING CORP OF FLORIDASBCF406.041 $-81.295 $487.336 $+487.336 $
AMAZON COM INCAMZN467.757 $+19.065 $448.692 $+448.692 $
AMEREN CORPAEE318.653 $-71.519 $390.172 $+390.172 $
UNILEVER PLCUL346.164 $-19.784 $365.948 $+365.948 $
PFIZER INCPFE282.915 $-55.638 $338.553 $+338.553 $
VERIZON COMMUNICATIONS INCVZ276.624 $-30.349 $306.973 $+306.973 $
Eaton Corp plcETN287.614 $+18.902 $268.712 $+268.712 $
CONOCOPHILLIPSCOP267.169 $-11.121 $278.290 $+278.290 $
Parker-Hannifin CorpPH268.712 $+37.351 $231.361 $+231.361 $
Walt Disney CoDIS262.295 $+262.295 $
SAP SESAP224.580 $-22.466 $247.046 $+247.046 $
DEERE & CODE244.890 $+4.372 $240.518 $+240.518 $
SCHWAB CHARLES CORPSCHW235.388 $+914 $234.474 $+234.474 $
Duke Energy CORPDUK226.835 $+226.835 $
LINDE PLCLIN224.457 $+224.457 $
BECTON DICKINSON & COBDX220.110 $+7.827 $212.283 $+212.283 $
STARBUCKS CORPSBUX213.107 $+213.107 $
YUM BRANDS INCYUM200.640 $+200.640 $
111.492.625 $-899.246 $113.519.205 $+113.519.205 $
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