Investments: WealthPlan Investment Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.395.019.918 $+75.295.076 $1.317.734.663 $+131.943.654 $1.192.912.733 $+304.837.460 $890.557.892 $+890.557.892 $
BANK OF AMERICA CORP /DE/BAC724.490.671 $+23.714.714 $700.775.957 $+91.737.974 $609.037.983 $+193.152.357 $415.885.626 $+415.885.626 $
APPFOLIO INCAPPF103.895.112 $+5.513.538 $98.381.574 $+18.069.867 $80.311.707 $+540.468 $79.771.239 $+79.771.239 $
MORGAN STANLEYMS37.798.067 $-21.694.669 $59.492.736 $+10.694.773 $48.797.963 $+17.478.693 $31.319.270 $+31.319.270 $
JANE STREET GROUP, LLC52.681.389 $+52.681.389 $
ALPHA PRO TECH LTDAPT49.165.866 $+14.663.418 $34.502.448 $+8.038.916 $26.463.532 $+6.373.481 $20.090.051 $+20.090.051 $
BERKSHIRE HATHAWAY INCBRK-B36.036.153 $-4.215.890 $40.252.043 $+2.295.976 $37.956.067 $-933.037 $38.889.104 $+38.889.104 $
NVIDIA CORPNVDA38.560.906 $+9.437.562 $29.123.344 $+823.473 $28.299.871 $+16.368.205 $11.931.666 $+11.931.666 $
BlackRock, Inc.BLK31.521.259 $+2.516.939 $29.004.320 $-3.734.135 $32.738.455 $+17.852.161 $14.886.294 $+14.886.294 $
MICROSOFT CORPMSFT30.377.509 $+12.638.098 $17.739.411 $-3.179.523 $20.918.934 $+10.657.078 $10.261.856 $+10.261.856 $
Walmart Inc.WMT16.299.649 $-3.682.378 $19.982.027 $+668.738 $19.313.289 $+3.973.801 $15.339.488 $+15.339.488 $
JPMORGAN CHASE & COJPM19.507.799 $+8.115.131 $11.392.668 $+492.813 $10.899.855 $+2.941.240 $7.958.615 $+7.958.615 $
AMAZON COM INCAMZN15.871.463 $-2.053.839 $17.925.302 $-141.950 $18.067.252 $+5.246.351 $12.820.901 $+12.820.901 $
AbbVie Inc.ABBV13.220.514 $-3.896.648 $17.117.162 $+2.675.330 $14.441.832 $-399.242 $14.841.074 $+14.841.074 $
CHEVRON CORPCVX13.157.886 $-1.614.223 $14.772.109 $+892.111 $13.879.998 $+227.502 $13.652.496 $+13.652.496 $
GOLDMAN SACHS GROUP INCGS11.463.305 $-2.202.684 $13.665.989 $+809.695 $12.856.294 $+1.751.747 $11.104.547 $+11.104.547 $
EMERSON ELECTRIC COEMR7.260.082 $-4.754.157 $12.014.239 $-844.545 $12.858.784 $+5.132.487 $7.726.297 $+7.726.297 $
JOHNSON & JOHNSONJNJ11.219.732 $-1.604.942 $12.824.674 $+2.121.495 $10.703.179 $+1.032.802 $9.670.377 $+9.670.377 $
Mastercard IncMA9.022.062 $-2.878.473 $11.900.535 $-301.281 $12.201.816 $+1.706.462 $10.495.354 $+10.495.354 $
PEPSICO INCPEP6.511.988 $-5.425.263 $11.937.251 $+434.984 $11.502.267 $+16.196 $11.486.071 $+11.486.071 $
EXXON MOBIL CORPXOM11.712.254 $+7.790.542 $3.921.712 $+256.933 $3.664.779 $+1.020.243 $2.644.536 $+2.644.536 $
BROWN & BROWN, INC.BRO3.714.032 $-5.584.212 $9.298.244 $-1.889.414 $11.187.658 $-380.451 $11.568.109 $+11.568.109 $
AMGEN INCAMGN7.610.809 $-3.149.753 $10.760.562 $-493.434 $11.253.996 $+91.846 $11.162.150 $+11.162.150 $
GRACO INCGGG5.650.030 $-4.703.122 $10.353.152 $-753.224 $11.106.376 $+1.349.279 $9.757.097 $+9.757.097 $
GENUINE PARTS COGPC5.315.172 $-5.563.329 $10.878.501 $+1.103.976 $9.774.525 $+1.355.862 $8.418.663 $+8.418.663 $
LOCKHEED MARTIN CORPLMT6.407.229 $-3.963.155 $10.370.384 $+981.496 $9.388.888 $+1.284.258 $8.104.630 $+8.104.630 $
VERIZON COMMUNICATIONS INCVZ6.618.485 $-3.537.586 $10.156.071 $-73.676 $10.229.747 $+663.775 $9.565.972 $+9.565.972 $
NUCOR CORPNUE6.973.467 $-2.108.700 $9.082.167 $+165.444 $8.916.723 $+1.671.047 $7.245.676 $+7.245.676 $
REALTY INCOME CORPO5.245.040 $-3.705.939 $8.950.979 $+348.545 $8.602.434 $+542.868 $8.059.566 $+8.059.566 $
BARCLAYS PLCBCS1.301.101 $-7.162.542 $8.463.643 $+8.463.643 $
ASTRAZENECA PLCAZN7.911.692 $+1.312.764 $6.598.928 $+595.388 $6.003.540 $-495.634 $6.499.174 $+6.499.174 $
DOVER CorpDOV3.942.870 $-2.416.066 $6.358.936 $-872.855 $7.231.791 $+1.128.623 $6.103.168 $+6.103.168 $
PALATIN TECHNOLOGIES INCPTNT6.674.513 $+877.205 $5.797.308 $+592.065 $5.205.243 $+1.938.119 $3.267.124 $+3.267.124 $
NICOLET BANKSHARES INCNIC2.628.214 $-3.750.880 $6.379.094 $-264.907 $6.644.001 $+1.693.039 $4.950.962 $+4.950.962 $
ELI LILLY & CoLLY6.399.589 $+4.835.303 $1.564.286 $-1.027.441 $2.591.727 $+849.654 $1.742.073 $+1.742.073 $
CATERPILLAR INCCAT5.683.300 $+3.076.461 $2.606.839 $+280.757 $2.326.082 $+314.229 $2.011.853 $+2.011.853 $
ORACLE CORPORCL5.491.274 $+3.003.833 $2.487.441 $-429.180 $2.916.621 $+1.419.832 $1.496.789 $+1.496.789 $
ALBEMARLE CORPALB4.673.291 $-799.513 $5.472.804 $+1.175.807 $4.296.997 $+672.546 $3.624.451 $+3.624.451 $
UNITEDHEALTH GROUP INCUNH4.689.767 $+4.428.289 $261.478 $-96.473 $357.951 $-129.301 $487.252 $+487.252 $
COCA COLA COKO4.350.165 $+3.668.037 $682.128 $-61.726 $743.854 $+403.795 $340.059 $+340.059 $
ROPER TECHNOLOGIES INCROP1.640.991 $-1.772.685 $3.413.676 $-612.962 $4.026.638 $+594.624 $3.432.014 $+3.432.014 $
CITIGROUP INCC3.893.274 $+3.087.069 $806.205 $+179.041 $627.164 $+627.164 $
MCDONALDS CORPMCD3.499.599 $+2.176.324 $1.323.275 $-162.192 $1.485.467 $+351.634 $1.133.833 $+1.133.833 $
SMITH A O CORPAOS1.443.029 $-1.807.108 $3.250.137 $+304.873 $2.945.264 $+528.518 $2.416.746 $+2.416.746 $
PROCTER & GAMBLE CoPG3.073.993 $+1.703.697 $1.370.296 $-197.906 $1.568.202 $+1.229.672 $338.530 $+338.530 $
Veralto CorpVLTO1.605.397 $-1.418.613 $3.024.010 $+80.762 $2.943.248 $+699.411 $2.243.837 $+2.243.837 $
SYNOPSYS INCSNPS1.039.021 $-1.371.683 $2.410.704 $-371.098 $2.781.802 $+959.618 $1.822.184 $+1.822.184 $
INTEL CORPINTC2.653.691 $+245.749 $2.407.942 $+806.863 $1.601.079 $+109.447 $1.491.632 $+1.491.632 $
NETFLIX INCNFLX2.523.550 $+343.913 $2.179.637 $-292.397 $2.472.034 $+841.972 $1.630.062 $+1.630.062 $
ON SEMICONDUCTOR CORPON2.482.619 $+2.482.619 $
BANK OF MONTREAL /CAN/BMO1.380.895 $-1.060.771 $2.441.666 $+262.227 $2.179.439 $+746.907 $1.432.532 $+1.432.532 $
NOVARTIS AGNVS2.237.630 $+1.032.943 $1.204.687 $+77.600 $1.127.087 $+68.696 $1.058.391 $+1.058.391 $
INTUITIVE SURGICAL INCISRG2.034.931 $+1.195.927 $839.004 $-180.433 $1.019.437 $+155.191 $864.246 $+864.246 $
SCHWAB CHARLES CORPSCHW1.901.554 $+1.389.423 $512.131 $+47.386 $464.745 $+199.415 $265.330 $+265.330 $
SPS COMMERCE INCSPSC1.817.081 $+94.829 $1.722.252 $+233.767 $1.488.485 $+1.232.617 $255.868 $+255.868 $
PFIZER INCPFE1.637.734 $-60.155 $1.697.889 $+95.806 $1.602.083 $-67.016 $1.669.099 $+1.669.099 $
Eaton Corp plcETN1.298.247 $-314.396 $1.612.643 $+1.285.283 $327.360 $+78.092 $249.268 $+249.268 $
ISHARES GOLD TRUSTIAU377.424 $+18.309 $359.115 $-1.250.634 $1.609.749 $+1.609.749 $
AT&T INC.T1.573.776 $+1.226.361 $347.415 $-198 $347.613 $+67.089 $280.524 $+280.524 $
TENET HEALTHCARE CORPTHC1.482.976 $+271.938 $1.211.038 $+1.211.038 $
GENERAL ELECTRIC COGE1.444.705 $+1.139.053 $305.652 $+9.918 $295.734 $+295.734 $
Zai Lab LtdZLAB648.464 $-597.366 $1.245.830 $-39.702 $1.285.532 $-138.131 $1.423.663 $+1.423.663 $
AMERICAN EXPRESS COAXP1.397.301 $+1.397.301 $
ARES CAPITAL CORPARCC838.401 $-411.921 $1.250.322 $-117.258 $1.367.580 $+424.048 $943.532 $+943.532 $
Vertiv Holdings CoVRT1.356.658 $+111.511 $1.245.147 $+178.258 $1.066.889 $+573.525 $493.364 $+493.364 $
ADVANCED MICRO DEVICES INCAMD1.318.583 $+1.091.430 $227.153 $-24.861 $252.014 $+252.014 $
MICRON TECHNOLOGY INCMU1.286.914 $+1.286.914 $
LAM RESEARCH CORPLRCX766.541 $-189.781 $956.322 $+246.043 $710.279 $+710.279 $
FS Credit Opportunities Corp.FSCO602.184 $-142.112 $744.296 $-105.470 $849.766 $-70.762 $920.528 $+920.528 $
KROGER COKR783.295 $-9.014 $792.309 $+792.309 $
BUCKLE INCBKE718.528 $-70.421 $788.949 $+150.719 $638.230 $+199.548 $438.682 $+438.682 $
SUNCOR ENERGY INCSU688.481 $-75.039 $763.520 $+763.520 $
BOEING COBA693.916 $-19.953 $713.869 $+237.352 $476.517 $+476.517 $
Palo Alto Networks IncPANW653.542 $+653.542 $
abrdn Gold ETF TrustSGOL566.206 $-57.135 $623.341 $+188.625 $434.716 $+434.716 $
Duke Energy CORPDUK584.057 $-36.178 $620.235 $+37.197 $583.038 $-36.692 $619.730 $+619.730 $
Edwards Lifesciences CorpEW597.517 $+44.181 $553.336 $+45.976 $507.360 $+507.360 $
KLA CORPKLAC577.376 $+577.376 $
DEERE & CODE535.033 $+51.061 $483.972 $-52.847 $536.819 $-6.199 $543.018 $+543.018 $
Constellation Energy CorpCEG528.845 $+39.847 $488.998 $+14.541 $474.457 $+178.061 $296.396 $+296.396 $
FORD MOTOR COF435.851 $+4.249 $431.602 $+43.405 $388.197 $+14.321 $373.876 $+373.876 $
STARBUCKS CORPSBUX361.934 $-47.042 $408.976 $-13.616 $422.592 $+422.592 $
FEDEX CORPFDX408.835 $+65.908 $342.927 $+15.780 $327.147 $-12.854 $340.001 $+340.001 $
COMCAST CORPCMCSA272.747 $-76.861 $349.608 $-16.646 $366.254 $+22.821 $343.433 $+343.433 $
COMMERCIAL METALS CoCMC332.256 $+57.312 $274.944 $+40.176 $234.768 $+13.920 $220.848 $+220.848 $
Grayscale Bitcoin Mini Trust ETFBTC249.305 $-79.334 $328.639 $+18.694 $309.945 $+73.088 $236.857 $+236.857 $
NVR INCNVR204.198 $-101.119 $305.317 $+24.662 $280.655 $-45.343 $325.998 $+325.998 $
Walt Disney CoDIS204.803 $-39.557 $244.360 $-59.964 $304.324 $+304.324 $
BP PLCBP200.342 $-33.026 $233.368 $-44.501 $277.869 $+277.869 $
Strategy IncMSTR276.456 $-442 $276.898 $+276.898 $
Monster Beverage CorpMNST256.001 $+34.551 $221.450 $+221.450 $
PACCAR INCPCAR251.665 $+27.435 $224.230 $+8.011 $216.219 $-4.646 $220.865 $+220.865 $
CIENA CORPCIEN249.072 $+249.072 $
BOSTON SCIENTIFIC CORPBSX224.354 $-18.715 $243.069 $+20.124 $222.945 $+222.945 $
SYSCO CORPSYY219.549 $-20.025 $239.574 $+33.136 $206.438 $+206.438 $
ALLSTATE CORPALL232.920 $-3.624 $236.544 $+15.506 $221.038 $-6.325 $227.363 $+227.363 $
IMAX CORPIMAX233.181 $+233.181 $
STEEL DYNAMICS INCSTLD231.808 $+231.808 $
ROYAL BANK OF CANADARY210.726 $+210.726 $
VALLEY NATIONAL BANCORPVLY185.081 $+17.113 $167.968 $+26.463 $141.505 $+634 $140.871 $+140.871 $
PIMCO INCOME STRATEGY FUNDPFL155.333 $+7.599 $147.734 $-278 $148.012 $+148.012 $
1.395.019.918 $+75.295.076 $1.317.734.663 $+131.943.654 $1.192.912.733 $+304.837.460 $890.557.892 $+890.557.892 $
Erweiterte Einstellungen ×