Investments: Ruedi Wealth Management, Inc.

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. ($)
17.449.616 $+1.806.532 $15.419.913 $+1.332.587 $14.087.326 $-2.289.814 $19.104.973 $+19.104.973 $
BANK OF AMERICA CORP /DE/BAC8.264.452 $+539.640 $7.724.812 $+29.917 $7.694.895 $-2.069.393 $9.764.288 $+9.764.288 $
APPFOLIO INCAPPF4.999.867 $+231.070 $4.768.797 $+912.290 $3.856.507 $-427.723 $4.284.230 $+4.284.230 $
ALPHA PRO TECH LTDAPT1.537.849 $+346.285 $1.191.564 $+325.784 $865.780 $+104.701 $761.079 $+761.079 $
MICROSOFT CORPMSFT945.588 $+14.330 $931.258 $-20.657 $951.915 $+233.573 $718.342 $+718.342 $
JPMORGAN CHASE & COJPM480.597 $+1.117 $479.480 $+71.029 $408.451 $-98.989 $507.440 $+507.440 $
CVS HEALTH CorpCVS449.257 $+449.257 $
EXXON MOBIL CORPXOM345.813 $+21.811 $324.002 $+14.224 $309.778 $-31.983 $341.761 $+341.761 $
CATERPILLAR INCCAT220.074 $+93.378 $126.696 $+126.696 $
NVIDIA CORPNVDA206.119 $+109.644 $96.475 $+96.475 $
PEPSICO INCPEP165.972 $+165.972 $
BERKSHIRE HATHAWAY INCBRK-B153.383 $+153.383 $
Duke Energy CORPDUK147.218 $+147.218 $
Walmart Inc.WMT127.873 $+127.873 $
SOUTHERN COSO122.232 $+122.232 $
GENERAL ELECTRIC COGE104.678 $+104.678 $
BlackRock, Inc.BLK103.610 $+103.610 $
AbbVie Inc.ABBV93.511 $+93.511 $
AMAZON COM INCAMZN89.232 $+89.232 $
MCDONALDS CORPMCD86.407 $+86.407 $
Archer-Daniels-Midland CoADM82.009 $+82.009 $
CHEVRON CORPCVX76.786 $+76.786 $
Trane Technologies plcTT76.144 $+76.144 $
ORACLE CORPORCL71.376 $+71.376 $
HERSHEY COHSY68.412 $+68.412 $
NETFLIX INCNFLX58.749 $+58.749 $
Palo Alto Networks IncPANW46.755 $+46.755 $
UNITEDHEALTH GROUP INCUNH45.820 $+45.820 $
JOHNSON & JOHNSONJNJ41.139 $+41.139 $
INTEL CORPINTC34.701 $+34.701 $
PROCTER & GAMBLE CoPG33.464 $+33.464 $
BOEING COBA30.699 $+30.699 $
YUM BRANDS INCYUM29.796 $+29.796 $
BP PLCBP27.809 $+27.809 $
CONOCOPHILLIPSCOP26.255 $+26.255 $
MORGAN STANLEYMS25.784 $+25.784 $
PFIZER INCPFE25.764 $+25.764 $
Mastercard IncMA25.214 $+25.214 $
FEDEX CORPFDX24.378 $+24.378 $
AMERICAN EXPRESS COAXP24.215 $+24.215 $
COCA COLA COKO24.077 $+24.077 $
Phillips 66PSX23.461 $+23.461 $
BRUNSWICK CORPBC23.317 $+23.317 $
Zoetis Inc.ZTS21.586 $+21.586 $
RTX CorpRTX18.015 $+18.015 $
COMCAST CORPCMCSA14.760 $+14.760 $
Walt Disney CoDIS13.818 $+13.818 $
SYSCO CORPSYY13.282 $+13.282 $
MOLSON COORS BEVERAGE COTAP12.235 $+12.235 $
AMEREN CORPAEE11.916 $+11.916 $
PACCAR INCPCAR11.684 $+11.684 $
NICOLET BANKSHARES INCNIC11.299 $+11.299 $
LINDE PLCLIN10.710 $+10.710 $
UNITED PARCEL SERVICE INCUPS9.899 $+9.899 $
AT&T INC.T9.437 $+9.437 $
Allegion plcALLE9.263 $+9.263 $
VERIZON COMMUNICATIONS INCVZ9.171 $+9.171 $
GENERAL DYNAMICS CORPGD8.995 $+8.995 $
iShares Bitcoin Trust ETFIBIT8.894 $+8.894 $
Constellation Energy CorpCEG8.872 $+8.872 $
AFLAC INCAFL8.673 $+8.673 $
PRICE T ROWE GROUP INCTROW7.993 $+7.993 $
CSX CORPCSX7.034 $+7.034 $
NOVAGOLD RESOURCES INCNG6.132 $+6.132 $
AMGEN INCAMGN5.919 $+5.919 $
STARBUCKS CORPSBUX5.885 $+5.885 $
EXELON CORPEXC5.852 $+5.852 $
FIRSTENERGY CORPFE5.376 $+5.376 $
REGIONS FINANCIAL CORPRF4.907 $+4.907 $
Eaton Corp plcETN4.893 $+4.893 $
HP INCHPQ4.873 $+4.873 $
Kraft Heinz CoKHC4.834 $+4.834 $
ALLSTATE CORPALL4.556 $+4.556 $
FACTSET RESEARCH SYSTEMS INCFDS4.546 $+4.546 $
LAM RESEARCH CORPLRCX4.362 $+4.362 $
STIFEL FINANCIAL CORPSF4.053 $+4.053 $
DIAGEO PLCDEO3.877 $+3.877 $
DTE ENERGY CODTE3.595 $+3.595 $
DOVER CorpDOV3.514 $+3.514 $
EMERSON ELECTRIC COEMR3.508 $+3.508 $
NEXTERA ENERGY INCNEE3.332 $+3.332 $
Medtronic plcMDT3.325 $+3.325 $
ELI LILLY & CoLLY3.304 $+3.304 $
CMS ENERGY CORPCMS3.230 $+3.230 $
SCHWAB CHARLES CORPSCHW3.131 $+3.131 $
GATX CORPGATX3.105 $+3.105 $
Elanco Animal Health IncELAN2.846 $+2.846 $
Hewlett Packard Enterprise CoHPE2.716 $+2.716 $
MCKESSON CORPMCK2.692 $+2.692 $
ADVANCED MICRO DEVICES INCAMD2.363 $+2.363 $
SYNOPSYS INCSNPS2.144 $+2.144 $
CARNIVAL CORPCCL1.953 $+1.953 $
DEERE & CODE1.877 $+1.877 $
Accenture plcACN1.872 $+1.872 $
CINTAS CORPCTAS1.644 $+1.644 $
PAYCHEX INCPAYX1.543 $+1.543 $
Veralto CorpVLTO1.462 $+1.462 $
CDW CorpCDW1.442 $+1.442 $
CITIGROUP INCC1.420 $+1.420 $
TransDigm Group INCTDG1.383 $+1.383 $
KLA CORPKLAC1.360 $+1.360 $
Avery Dennison CorpAVY1.246 $+1.246 $
WELLTOWER INC.WELL1.072 $+1.072 $
ANALOG DEVICES INCADI1.008 $+1.008 $
FREEPORT-MCMORAN INCFCX909 $+909 $
FORD MOTOR COF712 $+712 $
Synchrony FinancialSYF635 $+635 $
METLIFE INCMET562 $+562 $
FIFTH THIRD BANCORPFITB470 $+470 $
V F CORPVFC310 $+310 $
Organon & Co.OGN298 $+298 $
MGM Resorts InternationalMGM296 $+296 $
Viatris IncVTRS209 $+209 $
COPART INCCPRT170 $+170 $
Unum GroupUNM163 $+163 $
17.449.616 $+1.806.532 $15.419.913 $+1.332.587 $14.087.326 $-2.289.814 $19.104.973 $+19.104.973 $
Erweiterte Einstellungen ×