Investments: Trajan Wealth LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.910.245.882 $+87.057.997 $1.851.331.953 $+232.297.132 $1.623.045.994 $+1.623.045.994 $
BANK OF AMERICA CORP /DE/BAC850.661.732 $+38.010.966 $812.650.766 $+77.426.156 $735.224.610 $+735.224.610 $
ALPHA PRO TECH LTDAPT206.447.111 $+50.829.931 $155.617.180 $+47.628.607 $107.988.573 $+107.988.573 $
MICROSOFT CORPMSFT128.346.748 $-4.742.700 $133.089.448 $+10.308.531 $122.780.917 $+122.780.917 $
APPFOLIO INCAPPF73.132.310 $+4.082.068 $69.050.242 $+18.519.612 $50.530.630 $+50.530.630 $
Mastercard IncMA68.307.782 $+231.079 $68.076.703 $+2.713.972 $65.362.731 $+65.362.731 $
BlackRock, Inc.BLK55.684.285 $+895.791 $54.788.494 $-2.920.989 $57.709.483 $+57.709.483 $
Roblox CorpRBLX29.188.627 $-19.140.170 $48.328.797 $+12.979.230 $35.349.567 $+35.349.567 $
AMAZON COM INCAMZN47.980.799 $+2.977.937 $45.002.862 $-521.263 $45.524.125 $+45.524.125 $
Booking Holdings Inc.BKNG43.433.389 $+1.761.120 $41.672.269 $+945.230 $40.727.039 $+40.727.039 $
ENBRIDGE INCENB41.618.533 $+1.035.549 $40.582.984 $+8.973.304 $31.609.680 $+31.609.680 $
BERKSHIRE HATHAWAY INCBRK-B33.735.561 $+2.820.386 $30.915.175 $+5.923.588 $24.991.587 $+24.991.587 $
FISERV INCFISV15.279.697 $-7.286.147 $22.565.844 $-9.722.756 $32.288.600 $+32.288.600 $
UNITEDHEALTH GROUP INCUNH27.493.052 $-1.958.603 $29.451.655 $+9.584.251 $19.867.404 $+19.867.404 $
ORACLE CORPORCL25.629.708 $+10.003.548 $15.626.160 $+15.626.160 $
Walmart Inc.WMT25.483.137 $+1.494.167 $23.988.970 $+5.486.945 $18.502.025 $+18.502.025 $
NETFLIX INCNFLX17.165.115 $-3.866.340 $21.031.455 $-1.566.364 $22.597.819 $+22.597.819 $
GARMIN LTDGRMN1.700.951 $-19.335.577 $21.036.528 $+2.135.276 $18.901.252 $+18.901.252 $
VERIZON COMMUNICATIONS INCVZ20.777.363 $+15.468.470 $5.308.893 $+107.137 $5.201.756 $+5.201.756 $
JPMORGAN CHASE & COJPM20.135.332 $+1.491.012 $18.644.320 $+3.802.898 $14.841.422 $+14.841.422 $
NVIDIA CORPNVDA19.674.374 $+12.373.639 $7.300.735 $+7.300.735 $
PROCTER & GAMBLE CoPG17.624.378 $-1.338.135 $18.962.513 $+59.864 $18.902.649 $+18.902.649 $
GENERAL DYNAMICS CORPGD14.943.062 $+835.734 $14.107.328 $+3.344.596 $10.762.732 $+10.762.732 $
SCHWAB CHARLES CORPSCHW12.798.899 $+2.137.520 $10.661.379 $+2.786.013 $7.875.366 $+7.875.366 $
Walt Disney CoDIS10.472.513 $+231.099 $10.241.414 $-412.482 $10.653.896 $+10.653.896 $
AMERICAN EXPRESS COAXP10.544.160 $+2.272.933 $8.271.227 $+2.204.215 $6.067.012 $+6.067.012 $
CATERPILLAR INCCAT10.085.612 $+1.315.491 $8.770.121 $+2.853.631 $5.916.490 $+5.916.490 $
MCKESSON CORPMCK10.036.403 $+210.914 $9.825.489 $-181.643 $10.007.132 $+10.007.132 $
CITIGROUP INCC8.448.340 $+862.561 $7.585.779 $+771.572 $6.814.207 $+6.814.207 $
MORGAN STANLEYMS8.138.258 $+590.136 $7.548.122 $+906.572 $6.641.550 $+6.641.550 $
JOHNSON & JOHNSONJNJ7.342.266 $+609.546 $6.732.720 $+1.259.955 $5.472.765 $+5.472.765 $
Hewlett Packard Enterprise CoHPE6.724.374 $-395.496 $7.119.870 $+808.532 $6.311.338 $+6.311.338 $
AbbVie Inc.ABBV5.723.840 $-78.272 $5.802.112 $+1.238.459 $4.563.653 $+4.563.653 $
Phillips 66PSX5.415.454 $-267.971 $5.683.425 $+713.798 $4.969.627 $+4.969.627 $
AMGEN INCAMGN5.469.997 $+761.709 $4.708.288 $+91.396 $4.616.892 $+4.616.892 $
METLIFE INCMET5.305.439 $-109.764 $5.415.203 $+161.160 $5.254.043 $+5.254.043 $
Medtronic plcMDT5.396.459 $+76.257 $5.320.202 $+439.728 $4.880.474 $+4.880.474 $
COCA COLA COKO5.384.706 $+393.697 $4.991.009 $-228.572 $5.219.581 $+5.219.581 $
CHEVRON CORPCVX5.315.084 $+20.278 $5.294.806 $+497.036 $4.797.770 $+4.797.770 $
SOUTHERN COSO4.742.512 $-294.226 $5.036.738 $+130.233 $4.906.505 $+4.906.505 $
Public StoragePSA4.602.212 $-350.518 $4.952.730 $-37.225 $4.989.955 $+4.989.955 $
YUM BRANDS INCYUM4.876.339 $+92.852 $4.783.487 $+153.431 $4.630.056 $+4.630.056 $
MCDONALDS CORPMCD4.717.715 $-92.090 $4.809.805 $+331.060 $4.478.745 $+4.478.745 $
TARGET CORPTGT3.578.434 $+3.578.434 $
RTX CorpRTX3.407.120 $+1.510.916 $1.896.204 $+941.817 $954.387 $+954.387 $
SYSCO CORPSYY2.066.158 $+2.066.158 $
PRICE T ROWE GROUP INCTROW1.781.001 $-110.123 $1.891.124 $+308.810 $1.582.314 $+1.582.314 $
SHERWIN WILLIAMS COSHW556.684 $-12.221 $568.905 $+568.905 $
PALATIN TECHNOLOGIES INCPTNT513.698 $+265.789 $247.909 $+247.909 $
JONES LANG LASALLE INCJLL481.152 $+44.172 $436.980 $+436.980 $
INTUITIVE SURGICAL INCISRG381.160 $+381.160 $
Moelis & CoMC333.939 $-30.649 $364.588 $-15.065 $379.653 $+379.653 $
CIENA CORPCIEN339.112 $+103.710 $235.402 $+28.336 $207.066 $+207.066 $
Alcoa CorpAA333.772 $+105.976 $227.796 $-1.644 $229.440 $+229.440 $
REALTY INCOME CORPO242.222 $-24.707 $266.929 $+266.929 $
PRINCIPAL SECURITIES, INC.213.706 $-40.420 $254.126 $+254.126 $
WILLIAMS SONOMA INCWSM215.022 $-32.027 $247.049 $+6.732 $240.317 $+240.317 $
BORGWARNER INCBWA213.044 $-9.306 $222.350 $-21.083 $243.433 $+243.433 $
AECOMACM232.367 $-2.946 $235.313 $+235.313 $
BRUNSWICK CORPBC233.114 $+233.114 $
MASTEC INCMTZ206.284 $-9.293 $215.577 $-17.060 $232.637 $+232.637 $
ON SEMICONDUCTOR CORPON223.371 $+223.371 $
AppLovin CorpAPP206.189 $-13.684 $219.873 $+219.873 $
SMITH A O CORPAOS215.835 $+7.454 $208.381 $+208.381 $
OSHKOSH CORPOSK209.368 $+209.368 $
DXC Technology CoDXC167.523 $+1.537 $165.986 $+1.924 $164.062 $+164.062 $
Lloyds Banking Group plcLYG67.220 $+67.220 $
1.910.245.882 $+87.057.997 $1.851.331.953 $+232.297.132 $1.623.045.994 $+1.623.045.994 $
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