Investments: Tradewinds, LLC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
366.290.255 $-3.852.133 $370.748.815 $+48.782.925 $324.830.156 $+324.830.156 $
BANK OF AMERICA CORP /DE/BAC157.625.586 $-3.165.043 $160.790.629 $+22.835.367 $137.955.262 $+137.955.262 $
NVIDIA CORPNVDA23.807.959 $-4.164.919 $27.972.878 $+12.001.247 $15.971.631 $+15.971.631 $
APPFOLIO INCAPPF21.154.537 $+791.064 $20.363.473 $+2.355.724 $18.007.749 $+18.007.749 $
MICROSOFT CORPMSFT18.629.475 $-1.766.564 $20.396.039 $+5.501.341 $14.894.698 $+14.894.698 $
ALPHA PRO TECH LTDAPT16.977.940 $+1.757.324 $15.220.616 $+5.804.151 $9.416.465 $+9.416.465 $
AMAZON COM INCAMZN13.036.714 $+306.265 $12.730.449 $+1.801.534 $10.928.915 $+10.928.915 $
JPMORGAN CHASE & COJPM12.017.469 $-913.434 $12.930.903 $+2.753.709 $10.177.194 $+10.177.194 $
Walmart Inc.WMT10.678.253 $-398.510 $11.076.763 $+1.611.094 $9.465.669 $+9.465.669 $
PROCTER & GAMBLE CoPG3.492.669 $-327.192 $3.819.861 $-6.232.991 $10.052.852 $+10.052.852 $
BERKSHIRE HATHAWAY INCBRK-B9.512.350 $+30.372 $9.481.978 $-545.225 $10.027.203 $+10.027.203 $
MORGAN STANLEYMS9.508.314 $-260.149 $9.768.463 $+2.622.888 $7.145.575 $+7.145.575 $
ELI LILLY & CoLLY7.503.416 $+2.200.566 $5.302.850 $+345.738 $4.957.112 $+4.957.112 $
DEERE & CODE7.405.007 $+218.247 $7.186.760 $-222.045 $7.408.805 $+7.408.805 $
UNITEDHEALTH GROUP INCUNH3.911.702 $-246.616 $4.158.318 $-2.792.172 $6.950.490 $+6.950.490 $
COLGATE PALMOLIVE COCL224.262 $-32.373 $256.635 $-5.924.467 $6.181.102 $+6.181.102 $
CATERPILLAR INCCAT4.392.767 $+698.672 $3.694.095 $+972.472 $2.721.623 $+2.721.623 $
JOHNSON & JOHNSONJNJ3.788.878 $+356.477 $3.432.401 $+430.428 $3.001.973 $+3.001.973 $
Duke Energy CORPDUK3.019.080 $-164.692 $3.183.772 $+35.354 $3.148.418 $+3.148.418 $
BlackRock, Inc.BLK2.909.638 $+98.585 $2.811.053 $+1.485.165 $1.325.888 $+1.325.888 $
AbbVie Inc.ABBV2.547.145 $-59.470 $2.606.615 $+152.354 $2.454.261 $+2.454.261 $
SPS COMMERCE INCSPSC1.917.348 $-285.855 $2.203.203 $+628.230 $1.574.973 $+1.574.973 $
EXXON MOBIL CORPXOM1.817.736 $+86.911 $1.730.825 $-170.628 $1.901.453 $+1.901.453 $
CHEVRON CORPCVX1.737.417 $+45.994 $1.691.423 $-105.086 $1.796.509 $+1.796.509 $
PEPSICO INCPEP1.552.227 $-30.870 $1.583.097 $-164.106 $1.747.203 $+1.747.203 $
ROYAL BANK OF CANADARY1.446.608 $+159.768 $1.286.840 $+302.231 $984.609 $+984.609 $
MCDONALDS CORPMCD1.266.791 $-21.886 $1.288.677 $-81.728 $1.370.405 $+1.370.405 $
WELLTOWER INC.WELL1.313.802 $+1.313.802 $
AMGEN INCAMGN1.016.242 $+28.084 $988.158 $-211.985 $1.200.143 $+1.200.143 $
COCA COLA COKO1.165.789 $+59.940 $1.105.849 $-88.727 $1.194.576 $+1.194.576 $
CIENA CORPCIEN1.171.689 $+441.882 $729.807 $+336.710 $393.097 $+393.097 $
SOUTHERN COSO1.005.241 $-75.822 $1.081.063 $+34.955 $1.046.108 $+1.046.108 $
AT&T INC.T901.068 $-138.254 $1.039.322 $-711 $1.040.033 $+1.040.033 $
NEXTERA ENERGY INCNEE964.327 $+128.577 $835.750 $+49.542 $786.208 $+786.208 $
CSX CORPCSX941.812 $+7.093 $934.719 $+160.193 $774.526 $+774.526 $
VERIZON COMMUNICATIONS INCVZ690.935 $-165.581 $856.516 $-43.107 $899.623 $+899.623 $
Bank of New York Mellon CorpBK895.271 $+69.671 $825.600 $+196.138 $629.462 $+629.462 $
OGOREK ANTHONY JOSEPH /NY/ /ADV880.000 $+84.000 $796.000 $+796.000 $
EMERSON ELECTRIC COEMR878.739 $+8.884 $869.855 $+145.244 $724.611 $+724.611 $
RTX CorpRTX862.329 $+45.629 $816.700 $+102.313 $714.387 $+714.387 $
Palo Alto Networks IncPANW361.400 $-78.826 $440.226 $-335.845 $776.071 $+776.071 $
Phillips 66PSX617.538 $-71.118 $688.656 $+21.380 $667.276 $+667.276 $
GLOBAL PAYMENTS INCGPN541.800 $-39.760 $581.560 $-103.880 $685.440 $+685.440 $
GENERAL DYNAMICS CORPGD548.048 $-96.711 $644.759 $+57.244 $587.515 $+587.515 $
STARBUCKS CORPSBUX476.480 $-46.754 $523.234 $-73.643 $596.877 $+596.877 $
AFLAC INCAFL581.973 $+103.260 $478.713 $-21.387 $500.100 $+500.100 $
ENBRIDGE INCENB492.697 $-27.091 $519.788 $+63.351 $456.437 $+456.437 $
UNITED PARCEL SERVICE INCUPS504.176 $+504.176 $
CITIGROUP INCC461.509 $-316 $461.825 $+139.612 $322.213 $+322.213 $
AMEREN CORPAEE421.098 $-35.596 $456.694 $+10.702 $445.992 $+445.992 $
HERSHEY COHSY418.554 $+81.864 $336.690 $+28.836 $307.854 $+307.854 $
ORACLE CORPORCL287.991 $-127.420 $415.411 $+415.411 $
SYSCO CORPSYY356.954 $-41.901 $398.855 $+60.725 $338.130 $+338.130 $
3M COMMM383.897 $-12.181 $396.078 $+18.453 $377.625 $+377.625 $
AMERICAN EXPRESS COAXP387.712 $+53.227 $334.485 $+334.485 $
DOVER CorpDOV354.146 $+31.201 $322.945 $-27.339 $350.284 $+350.284 $
LOCKHEED MARTIN CORPLMT352.522 $+352.522 $
MICRON TECHNOLOGY INCMU348.200 $+134.532 $213.668 $-10.074 $223.742 $+223.742 $
CONOCOPHILLIPSCOP298.408 $-11.259 $309.667 $-35.406 $345.073 $+345.073 $
Constellation Energy CorpCEG340.918 $-2.310 $343.228 $+134.460 $208.768 $+208.768 $
Alcoa CorpAA338.342 $+338.342 $
PFIZER INCPFE325.920 $-8.132 $334.052 $+44.599 $289.453 $+289.453 $
GENUINE PARTS COGPC272.662 $-49.875 $322.537 $+36.864 $285.673 $+285.673 $
CONSOLIDATED EDISON INCED318.321 $+56.466 $261.855 $-26.232 $288.087 $+288.087 $
COMCAST CORPCMCSA236.490 $-10.754 $247.244 $-64.266 $311.510 $+311.510 $
GENERAL ELECTRIC COGE298.959 $-11.037 $309.996 $+98.364 $211.632 $+211.632 $
QUEST DIAGNOSTICS INCDGX261.053 $-45.428 $306.481 $+44.327 $262.154 $+262.154 $
FULLER H B COFUL252.953 $-40.723 $293.676 $+293.676 $
iShares Bitcoin Trust ETFIBIT245.023 $-36.752 $281.775 $+281.775 $
Accenture plcACN225.372 $+12.310 $213.062 $-68.710 $281.772 $+281.772 $
Mastercard IncMA275.735 $+1.000 $274.735 $+16.570 $258.165 $+258.165 $
INTEL CORPINTC265.060 $+10.643 $254.417 $+254.417 $
ANALOG DEVICES INCADI255.742 $+23.555 $232.187 $+232.187 $
TARGET CORPTGT249.896 $+249.896 $
BP PLCBP243.874 $+1.896 $241.978 $+4.705 $237.273 $+237.273 $
TE Connectivity plcTEL242.753 $+9.393 $233.360 $+233.360 $
ABB LTDABBNY239.811 $+6.549 $233.262 $+233.262 $
FISERV INCFISV236.951 $+236.951 $
ADVANCED MICRO DEVICES INCAMD236.647 $+236.647 $
STRYKER CORPSYK223.535 $-11.575 $235.110 $+5.059 $230.051 $+230.051 $
BERKLEY W R CORPWRB211.241 $-23.385 $234.626 $+12.386 $222.240 $+222.240 $
UNILEVER PLCUL215.362 $+4.088 $211.274 $-8.704 $219.978 $+219.978 $
LINDE PLCLIN214.700 $+2.834 $211.866 $+211.866 $
GSK plcGSK213.765 $+213.765 $
Eaton Corp plcETN210.535 $+210.535 $
DEXCOM INCDXCM206.919 $+206.919 $
FLOWERS FOODS INCFLO138.774 $-63.378 $202.152 $+202.152 $
366.290.255 $-3.852.133 $370.748.815 $+48.782.925 $324.830.156 $+324.830.156 $
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