Investments: FSM Wealth Advisors, 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. ($)
573.797.519 $+14.861.480 $560.405.056 $+75.502.225 $485.990.350 $+139.892.530 $346.823.742 $+346.823.742 $
BANK OF AMERICA CORP /DE/BAC379.122.723 $+8.985.451 $370.137.272 $+40.662.443 $329.474.829 $+88.810.985 $240.663.844 $+240.663.844 $
BlackRock, Inc.BLK39.347.505 $+2.769.739 $36.577.766 $+5.755.828 $30.821.938 $+3.821.391 $27.000.547 $+27.000.547 $
APPFOLIO INCAPPF19.903.191 $+971.262 $18.931.929 $+3.912.385 $15.019.544 $+4.886.750 $10.132.794 $+10.132.794 $
ALPHA PRO TECH LTDAPT16.592.096 $+2.779.183 $13.812.913 $+4.362.132 $9.450.781 $+3.790.398 $5.660.383 $+5.660.383 $
MICROSOFT CORPMSFT14.096.831 $-2.175.504 $16.272.335 $+1.677.995 $14.594.340 $+5.886.162 $8.708.178 $+8.708.178 $
NVIDIA CORPNVDA13.822.521 $+456.726 $13.365.795 $+3.251.083 $10.114.712 $+3.590.203 $6.524.509 $+6.524.509 $
GOLDMAN SACHS GROUP INCGS11.813.785 $+2.310.236 $9.503.549 $+1.896.684 $7.606.865 $+6.126.677 $1.480.188 $+1.480.188 $
AMAZON COM INCAMZN6.319.688 $-250.256 $6.569.944 $+626.809 $5.943.135 $+2.128.279 $3.814.856 $+3.814.856 $
JPMORGAN CHASE & COJPM4.671.423 $-507.218 $5.178.641 $+664.229 $4.514.412 $+1.840.027 $2.674.385 $+2.674.385 $
EXXON MOBIL CORPXOM5.155.945 $+148.260 $5.007.685 $+182.637 $4.825.048 $+592.760 $4.232.288 $+4.232.288 $
BERKSHIRE HATHAWAY INCBRK-B4.688.268 $-282.877 $4.971.145 $+271.917 $4.699.228 $+630.949 $4.068.279 $+4.068.279 $
ORACLE CORPORCL1.392.888 $-2.067.962 $3.460.850 $+848.813 $2.612.037 $+1.463.834 $1.148.203 $+1.148.203 $
GENERAL ELECTRIC COGE3.408.492 $+449.314 $2.959.178 $+763.167 $2.196.011 $+884.134 $1.311.877 $+1.311.877 $
JOHNSON & JOHNSONJNJ2.329.956 $+472.861 $1.857.095 $+544.589 $1.312.506 $+636.763 $675.743 $+675.743 $
PALATIN TECHNOLOGIES INCPTNT2.269.436 $+188.133 $2.081.303 $+664.924 $1.416.379 $+1.019.977 $396.402 $+396.402 $
ELI LILLY & CoLLY2.006.213 $+639.230 $1.366.983 $+122.249 $1.244.734 $+18.918 $1.225.816 $+1.225.816 $
RTX CorpRTX1.618.599 $-328.686 $1.947.285 $+378.385 $1.568.900 $+741.868 $827.032 $+827.032 $
UNITEDHEALTH GROUP INCUNH822.524 $-76.962 $899.486 $+582.849 $316.637 $-1.518.613 $1.835.250 $+1.835.250 $
CHEVRON CORPCVX1.380.661 $-379.133 $1.759.794 $+234.319 $1.525.475 $+513.297 $1.012.178 $+1.012.178 $
STERIS plcSTE1.410.022 $+72.891 $1.337.131 $+72.030 $1.265.101 $+97.698 $1.167.403 $+1.167.403 $
SPS COMMERCE INCSPSC1.396.200 $+116.508 $1.279.692 $+170.394 $1.109.298 $+1.109.298 $
PEPSICO INCPEP1.199.291 $-190.420 $1.389.711 $+189.139 $1.200.572 $+44.123 $1.156.449 $+1.156.449 $
AbbVie Inc.ABBV1.324.339 $-33.155 $1.357.494 $+335.272 $1.022.222 $-94.641 $1.116.863 $+1.116.863 $
Walmart Inc.WMT1.336.792 $+95.090 $1.241.702 $+165.023 $1.076.679 $+555.847 $520.832 $+520.832 $
NETFLIX INCNFLX866.867 $-433.434 $1.300.301 $+140.210 $1.160.091 $+724.525 $435.566 $+435.566 $
Mastercard IncMA1.242.343 $+95.770 $1.146.573 $+183.055 $963.518 $+48.736 $914.782 $+914.782 $
SHERWIN WILLIAMS COSHW940.119 $-236.054 $1.176.173 $-24.367 $1.200.540 $+401.487 $799.053 $+799.053 $
PROCTER & GAMBLE CoPG992.691 $-69.199 $1.061.890 $+4.773 $1.057.117 $+101.743 $955.374 $+955.374 $
STRYKER CORPSYK502.178 $-363.481 $865.659 $-59.337 $924.996 $+107.330 $817.666 $+817.666 $
CATERPILLAR INCCAT921.023 $+205.514 $715.509 $+257.922 $457.587 $+171.863 $285.724 $+285.724 $
BOSTON SCIENTIFIC CORPBSX345.659 $-528.926 $874.585 $+26.796 $847.789 $+128.584 $719.205 $+719.205 $
CVS HEALTH CorpCVS832.919 $+63.700 $769.219 $+108.127 $661.092 $+661.092 $
ASML HOLDING NVASML828.917 $+169.023 $659.894 $+208.037 $451.857 $+36.100 $415.757 $+415.757 $
KLA CORPKLAC823.004 $+514.378 $308.626 $+88.616 $220.010 $-85.811 $305.821 $+305.821 $
Accenture plcACN406.502 $-157.087 $563.589 $-226.203 $789.792 $-11.999 $801.791 $+801.791 $
LAM RESEARCH CORPLRCX799.671 $+171.532 $628.139 $+263.985 $364.154 $+364.154 $
AMERICAN EXPRESS COAXP788.054 $+114.162 $673.892 $+118.935 $554.957 $+345.762 $209.195 $+209.195 $
AT&T INC.T606.410 $-181.594 $788.004 $+149.669 $638.335 $+222.034 $416.301 $+416.301 $
PFIZER INCPFE709.893 $-45.450 $755.343 $+35.471 $719.872 $+295.292 $424.580 $+424.580 $
ASTRAZENECA PLCAZN753.100 $+175.697 $577.403 $+97.157 $480.246 $-43.013 $523.259 $+523.259 $
VERIZON COMMUNICATIONS INCVZ560.057 $-189.070 $749.127 $+136.023 $613.104 $+53.151 $559.953 $+559.953 $
Palo Alto Networks IncPANW678.390 $-68.671 $747.061 $+101.985 $645.076 $+316.765 $328.311 $+328.311 $
FIRSTENERGY CORPFE746.063 $+145.674 $600.389 $+79.871 $520.518 $+156.285 $364.233 $+364.233 $
DEERE & CODE535.253 $-161.334 $696.587 $+12.525 $684.062 $-43.466 $727.528 $+727.528 $
COCA COLA COKO721.782 $+38.280 $683.502 $+4.211 $679.291 $+312.412 $366.879 $+366.879 $
Walt Disney CoDIS716.511 $+125.475 $591.036 $+31.166 $559.870 $+297.957 $261.913 $+261.913 $
GARMIN LTDGRMN410.822 $-283.314 $694.136 $+32.070 $662.066 $+337.013 $325.053 $+325.053 $
ISHARES GOLD TRUSTIAU670.140 $+74.226 $595.914 $+595.914 $
Vertiv Holdings CoVRT225.994 $-413.335 $639.329 $-11.177 $650.506 $+402.493 $248.013 $+248.013 $
Constellation Energy CorpCEG646.882 $+82.252 $564.630 $+99.269 $465.361 $+220.615 $244.746 $+244.746 $
ROPER TECHNOLOGIES INCROP622.608 $-21.213 $643.821 $+643.821 $
Parker-Hannifin CorpPH640.132 $+95.218 $544.914 $+65.780 $479.134 $+83.210 $395.924 $+395.924 $
3M COMMM619.288 $+30.799 $588.489 $+69.967 $518.522 $+309.793 $208.729 $+208.729 $
MCDONALDS CORPMCD609.927 $+25.881 $584.046 $+116.620 $467.426 $+91.936 $375.490 $+375.490 $
AMGEN INCAMGN594.552 $+124.716 $469.836 $+29.481 $440.355 $+440.355 $
DOLLAR GENERAL CORPDG445.884 $-80.174 $526.058 $-28.684 $554.742 $+554.742 $
ADVANCED MICRO DEVICES INCAMD552.652 $+240.307 $312.345 $+111.688 $200.657 $+200.657 $
SAP SESAP432.766 $-63.333 $496.099 $-55.563 $551.662 $+43.484 $508.178 $+508.178 $
AppLovin CorpAPP544.655 $+296.536 $248.119 $+248.119 $
CSX CORPCSX540.994 $+3.714 $537.280 $+67.016 $470.264 $+208.469 $261.795 $+261.795 $
Medtronic plcMDT534.944 $+17.527 $517.417 $+90.286 $427.131 $+427.131 $
INTUITIVE SURGICAL INCISRG515.218 $+99.428 $415.790 $-66.893 $482.683 $+212.414 $270.269 $+270.269 $
NEXTERA ENERGY INCNEE494.243 $+36.115 $458.128 $+210.154 $247.974 $+247.974 $
COMCAST CORPCMCSA268.572 $-97.531 $366.103 $-117.257 $483.360 $+86.504 $396.856 $+396.856 $
MICRON TECHNOLOGY INCMU481.599 $+232.580 $249.019 $+249.019 $
LOCKHEED MARTIN CORPLMT357.525 $-30.321 $387.846 $-89.124 $476.970 $+476.970 $
Eaton Corp plcETN413.589 $-44.579 $458.168 $+142.711 $315.457 $+103.165 $212.292 $+212.292 $
NUCOR CORPNUE409.068 $-31.528 $440.596 $+147.136 $293.460 $+293.460 $
HEICO CORPHEI434.601 $+7.559 $427.042 $+18.157 $408.885 $+67.597 $341.288 $+341.288 $
FASTENAL COFAST242.240 $-184.154 $426.394 $+73.722 $352.672 $+352.672 $
BORGWARNER INCBWA207.231 $-216.983 $424.214 $+88.565 $335.649 $+335.649 $
CITIGROUP INCC417.221 $+80.591 $336.630 $+89.051 $247.579 $+247.579 $
TotalEnergies SETTE398.342 $+82.045 $316.297 $-48.338 $364.635 $-36.766 $401.401 $+401.401 $
LINDE PLCLIN287.532 $-113.003 $400.535 $+30.474 $370.061 $+50.636 $319.425 $+319.425 $
CURTISS WRIGHT CORPCW274.697 $-120.081 $394.778 $+90.546 $304.232 $+83.729 $220.503 $+220.503 $
TEXTRON INCTXT392.265 $+12.651 $379.614 $+17.111 $362.503 $+46.843 $315.660 $+315.660 $
YUM BRANDS INCYUM224.576 $-163.680 $388.256 $+27.360 $360.896 $+52.298 $308.598 $+308.598 $
NICOLET BANKSHARES INCNIC358.493 $+1.200 $357.293 $-4.483 $361.776 $-23.142 $384.918 $+384.918 $
TC ENERGY CORPTRP352.754 $+26.263 $326.491 $+63.625 $262.866 $+19.640 $243.226 $+243.226 $
INTEL CORPINTC350.084 $+138.640 $211.444 $+211.444 $
MORGAN STANLEYMS338.677 $+52.288 $286.389 $+286.389 $
WELLTOWER INC.WELL327.749 $+31.659 $296.090 $+71.138 $224.952 $+224.952 $
ATMOS ENERGY CORPATO312.424 $-8.403 $320.827 $+104.550 $216.277 $+216.277 $
CITIZENS FINANCIAL GROUP INC/RICFG317.688 $+317.688 $
EMERSON ELECTRIC COEMR274.397 $-42.403 $316.800 $+7.476 $309.324 $+79.607 $229.717 $+229.717 $
FEDEX CORPFDX313.877 $+113.570 $200.307 $-35.887 $236.194 $+236.194 $
Aon plcAON288.694 $+26.618 $262.076 $+1.432 $260.644 $-44.556 $305.200 $+305.200 $
AES CORPAES305.134 $+67.111 $238.023 $+89.017 $149.006 $+149.006 $
COLGATE PALMOLIVE COCL303.358 $+19.653 $283.705 $-15.452 $299.157 $+91.223 $207.934 $+207.934 $
nVent Electric plcNVT293.207 $+89.228 $203.979 $+203.979 $
TransDigm Group INCTDG234.990 $+3.409 $231.581 $-60.090 $291.671 $+36.847 $254.824 $+254.824 $
TARGET CORPTGT279.990 $+58.501 $221.489 $-20.684 $242.173 $+242.173 $
SCHWAB CHARLES CORPSCHW268.513 $+22.137 $246.376 $+246.376 $
COPART INCCPRT263.111 $+263.111 $
CONOCOPHILLIPSCOP238.617 $-22.252 $260.869 $+260.869 $
RYANAIR HOLDINGS PLCRYAAY259.686 $+259.686 $
PROCEPT BioRobotics CorpPRCT244.003 $-6.573 $250.576 $+250.576 $
BP PLCBP248.348 $+248.348 $
FREEPORT-MCMORAN INCFCX218.275 $-26.427 $244.702 $+244.702 $
Bank of New York Mellon CorpBK242.616 $+19.895 $222.721 $+222.721 $
NOVARTIS AGNVS240.721 $+16.173 $224.548 $+22.806 $201.742 $+201.742 $
PACCAR INCPCAR238.801 $+238.801 $
CHIPOTLE MEXICAN GRILL INCCMG235.064 $+235.064 $
Booking Holdings Inc.BKNG232.280 $+8.959 $223.321 $+223.321 $
GENERAL DYNAMICS CORPGD225.069 $+8.417 $216.652 $+216.652 $
CUMMINS INCCMI224.046 $+224.046 $
SOUTHERN COSO217.853 $+217.853 $
Penumbra IncPEN211.269 $-3.194 $214.463 $+214.463 $
CINTAS CORPCTAS208.091 $+208.091 $
STARBUCKS CORPSBUX207.015 $+207.015 $
CAMECO CORPCCJ202.941 $+202.941 $
EXELON CORPEXC201.121 $-715 $201.836 $+201.836 $
FORD MOTOR COF143.467 $+143.467 $
573.797.519 $+14.861.480 $560.405.056 $+75.502.225 $485.990.350 $+139.892.530 $346.823.742 $+346.823.742 $
Erweiterte Einstellungen ×