Investments: Heritage 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. ($)
330.650.257 $+11.365.947 $319.480.448 $+29.269.651 $291.010.928 $+13.773.063 $277.896.566 $+277.896.566 $
BANK OF AMERICA CORP /DE/BAC133.672.341 $+9.885.226 $123.787.115 $+10.996.726 $112.790.389 $+9.631.481 $103.158.908 $+103.158.908 $
PROCTER & GAMBLE CoPG20.469.030 $-2.703.490 $23.172.520 $+5.071.199 $18.101.321 $-1.258.346 $19.359.667 $+19.359.667 $
MICROSOFT CORPMSFT17.243.473 $-1.473.919 $18.717.392 $+355.021 $18.362.371 $+4.270.434 $14.091.937 $+14.091.937 $
APPFOLIO INCAPPF18.524.148 $+454.818 $18.069.330 $+3.194.397 $14.874.933 $-1.521.130 $16.396.063 $+16.396.063 $
JPMORGAN CHASE & COJPM9.793.028 $-5.497 $9.798.525 $+595.990 $9.202.535 $+1.240.796 $7.961.739 $+7.961.739 $
ELI LILLY & CoLLY8.995.072 $+2.439.376 $6.555.696 $-352.499 $6.908.195 $-696.784 $7.604.979 $+7.604.979 $
Walmart Inc.WMT8.077.355 $+547.362 $7.529.993 $+293.983 $7.236.010 $+507.034 $6.728.976 $+6.728.976 $
ALPHA PRO TECH LTDAPT6.477.591 $+1.429.934 $5.047.657 $+1.329.572 $3.718.085 $+464.571 $3.253.514 $+3.253.514 $
JOHNSON & JOHNSONJNJ5.638.122 $+561.097 $5.077.025 $+880.912 $4.196.113 $-562.766 $4.758.879 $+4.758.879 $
AbbVie Inc.ABBV5.058.854 $-151.157 $5.210.011 $+988.927 $4.221.084 $-652.161 $4.873.245 $+4.873.245 $
KROGER COKR3.935.567 $-365.456 $4.301.023 $-286.142 $4.587.165 $+248.362 $4.338.803 $+4.338.803 $
CHEVRON CORPCVX3.641.958 $-59.202 $3.701.160 $+303.695 $3.397.465 $-802.183 $4.199.648 $+4.199.648 $
ALLSTATE CORPALL3.831.833 $-121.805 $3.953.638 $+245.709 $3.707.929 $-189.128 $3.897.057 $+3.897.057 $
NVIDIA CORPNVDA3.840.595 $-83.742 $3.924.337 $+461.986 $3.462.351 $+662.354 $2.799.997 $+2.799.997 $
ORACLE CORPORCL2.616.409 $-1.175.599 $3.792.008 $+683.612 $3.108.396 $+1.099.812 $2.008.584 $+2.008.584 $
CATERPILLAR INCCAT3.558.668 $+542.603 $3.016.065 $+534.627 $2.481.438 $+292.226 $2.189.212 $+2.189.212 $
MCDONALDS CORPMCD3.055.721 $-45.152 $3.100.873 $+119.639 $2.981.234 $-236.364 $3.217.598 $+3.217.598 $
Eaton Corp plcETN2.474.151 $-614.868 $3.089.019 $+75.705 $3.013.314 $+474.723 $2.538.591 $+2.538.591 $
ANALOG DEVICES INCADI2.896.416 $+263.003 $2.633.413 $+64.225 $2.569.188 $+315.727 $2.253.461 $+2.253.461 $
CAMECO CORPCCJ2.783.583 $+202.791 $2.580.792 $+288.941 $2.291.851 $+1.014.862 $1.276.989 $+1.276.989 $
AT&T INC.T2.325.858 $-304.453 $2.630.311 $-78.113 $2.708.424 $-57.359 $2.765.783 $+2.765.783 $
CONOCOPHILLIPSCOP1.921.439 $-55.492 $1.976.931 $+99.929 $1.877.002 $-843.121 $2.720.123 $+2.720.123 $
DEERE & CODE2.438.190 $+41.233 $2.396.957 $-281.260 $2.678.217 $+192.070 $2.486.147 $+2.486.147 $
EXXON MOBIL CORPXOM2.451.022 $+122.557 $2.328.465 $+104.771 $2.223.694 $-401.437 $2.625.131 $+2.625.131 $
MORGAN STANLEYMS2.522.063 $+771.303 $1.750.760 $+849.552 $901.208 $+574.094 $327.114 $+327.114 $
CINTAS CORPCTAS2.080.430 $-190.156 $2.270.586 $-205.945 $2.476.531 $+182.405 $2.294.126 $+2.294.126 $
AMAZON COM INCAMZN2.215.180 $+90.840 $2.124.340 $-10.105 $2.134.445 $+468.909 $1.665.536 $+1.665.536 $
Duke Energy CORPDUK1.954.064 $-108.736 $2.062.800 $+93.772 $1.969.028 $-189.889 $2.158.917 $+2.158.917 $
COCA COLA COKO1.958.230 $+110.730 $1.847.500 $-123.154 $1.970.654 $-105.769 $2.076.423 $+2.076.423 $
RTX CorpRTX1.960.546 $+152.043 $1.808.503 $+220.974 $1.587.529 $+101.063 $1.486.466 $+1.486.466 $
BERKSHIRE HATHAWAY INCBRK-B1.532.580 $-122.943 $1.655.523 $+51.025 $1.604.498 $-266.456 $1.870.954 $+1.870.954 $
Encompass Health CorpEHC1.507.825 $-362.163 $1.869.988 $+56.658 $1.813.330 $+300.511 $1.512.819 $+1.512.819 $
KLA CORPKLAC1.861.503 $+103.385 $1.758.118 $+210.279 $1.547.839 $+209.993 $1.337.846 $+1.337.846 $
PEPSICO INCPEP1.634.512 $+271.017 $1.363.495 $+21.456 $1.342.039 $-335.334 $1.677.373 $+1.677.373 $
ADVANCED MICRO DEVICES INCAMD1.676.230 $+368.643 $1.307.587 $+153.089 $1.154.498 $+301.448 $853.050 $+853.050 $
FREEPORT-MCMORAN INCFCX1.521.668 $+345.382 $1.176.286 $-89.664 $1.265.950 $+61.321 $1.204.629 $+1.204.629 $
BlackRock, Inc.BLK1.304.316 $-161.787 $1.466.103 $+302.448 $1.163.655 $+104.721 $1.058.934 $+1.058.934 $
STRYKER CORPSYK1.290.246 $-77.533 $1.367.779 $-96.052 $1.463.831 $+84.645 $1.379.186 $+1.379.186 $
EMERSON ELECTRIC COEMR1.237.614 $-5.972 $1.243.586 $-23.716 $1.267.302 $+207.960 $1.059.342 $+1.059.342 $
HP INCHPQ823.568 $-225.462 $1.049.030 $+91.350 $957.680 $-275.842 $1.233.522 $+1.233.522 $
Bank of New York Mellon CorpBK1.160.900 $+71.300 $1.089.600 $+178.500 $911.100 $+72.400 $838.700 $+838.700 $
GENERAL ELECTRIC COGE1.120.921 $-837 $1.121.758 $+110.473 $1.011.285 $+205.881 $805.404 $+805.404 $
UNITEDHEALTH GROUP INCUNH427.162 $-12.405 $439.567 $+45.861 $393.706 $-688.885 $1.082.591 $+1.082.591 $
MICRON TECHNOLOGY INCMU1.069.431 $+423.576 $645.855 $+161.482 $484.373 $+195.029 $289.344 $+289.344 $
VERIZON COMMUNICATIONS INCVZ968.526 $-53.174 $1.021.700 $+34.369 $987.331 $-69.873 $1.057.204 $+1.057.204 $
NEXTERA ENERGY INCNEE989.050 $+59.013 $930.037 $+83.460 $846.577 $-123.198 $969.775 $+969.775 $
CSX CORPCSX965.084 $+12.599 $952.485 $+71.051 $881.434 $+78.024 $803.410 $+803.410 $
Genpact LTDG886.715 $+92.690 $794.025 $-40.185 $834.210 $-120.743 $954.953 $+954.953 $
AMGEN INCAMGN920.427 $+129.961 $790.466 $+8.691 $781.775 $-66.844 $848.619 $+848.619 $
Phillips 66PSX846.631 $-66.199 $912.830 $+112.208 $800.622 $-108.191 $908.813 $+908.813 $
XCEL ENERGY INCXEL806.792 $-72.194 $878.986 $+139.835 $739.151 $-48.712 $787.863 $+787.863 $
PFIZER INCPFE631.290 $-84.418 $715.708 $+29.983 $685.725 $-166.054 $851.779 $+851.779 $
UNITED PARCEL SERVICE INCUPS474.822 $-365.282 $840.104 $+840.104 $
NOVARTIS AGNVS833.479 $+58.217 $775.262 $+31.608 $743.654 $+54.039 $689.615 $+689.615 $
ASTRAZENECA PLCAZN811.742 $+133.384 $678.358 $+60.479 $617.879 $-32.008 $649.887 $+649.887 $
COMCAST CORPCMCSA535.402 $-65.054 $600.456 $-146.077 $746.533 $-32.079 $778.612 $+778.612 $
SCHWAB CHARLES CORPSCHW717.254 $+10.012 $707.242 $+30.789 $676.453 $+96.085 $580.368 $+580.368 $
American Homes 4 RentAMH542.618 $-19.440 $562.058 $-47.669 $609.727 $-99.702 $709.429 $+709.429 $
FIFTH THIRD BANCORPFITB708.657 $+34.215 $674.442 $+51.775 $622.667 $+29.218 $593.449 $+593.449 $
ENBRIDGE INCENB586.879 $-31.460 $618.339 $+81.850 $536.489 $+28.635 $507.854 $+507.854 $
SEMPRASRE606.287 $-11.606 $617.893 $+97.580 $520.313 $+30.284 $490.029 $+490.029 $
AFLAC INCAFL541.205 $-8.694 $549.899 $+30.719 $519.180 $-86.583 $605.763 $+605.763 $
AMERICAN EXPRESS COAXP602.649 $+24.026 $578.623 $-6.386 $585.009 $+91.571 $493.438 $+493.438 $
EQUINIX INCEQIX547.804 $-16.912 $564.716 $-12.000 $576.716 $-14.413 $591.129 $+591.129 $
CARDINAL HEALTH INCCAH585.675 $+128.921 $456.754 $-32.126 $488.880 $+87.969 $400.911 $+400.911 $
Viatris IncVTRS99.748 $-485.338 $585.086 $+585.086 $
Archer-Daniels-Midland CoADM562.367 $-22.010 $584.377 $+56.208 $528.169 $+20.127 $508.042 $+508.042 $
3M COMMM536.255 $-5.919 $542.174 $+10.380 $531.794 $-50.120 $581.914 $+581.914 $
PALATIN TECHNOLOGIES INCPTNT529.695 $-35.807 $565.502 $+142.910 $422.592 $+118.752 $303.840 $+303.840 $
JABIL INCJBL535.847 $+25.497 $510.350 $-2.185 $512.535 $+192.770 $319.765 $+319.765 $
Zoetis Inc.ZTS304.199 $-90.199 $394.398 $-126.555 $520.953 $+520.953 $
DOLLAR GENERAL CORPDG509.837 $+112.973 $396.864 $-42.355 $439.219 $+78.354 $360.865 $+360.865 $
BOEING COBA499.810 $+2.969 $496.841 $+16.598 $480.243 $+72.287 $407.956 $+407.956 $
PIPER SANDLER COMPANIESPIPR470.838 $+47.163 $423.675 $+84.310 $339.365 $+36.972 $302.393 $+302.393 $
KB HOMEKBH407.280 $-52.201 $459.481 $+77.038 $382.443 $-45.901 $428.344 $+428.344 $
SYSCO CORPSYY390.557 $-66.430 $456.987 $+36.630 $420.357 $+3.885 $416.472 $+416.472 $
Liberty Media CorpFWONA413.249 $-24.919 $438.168 $-210 $438.378 $+60.786 $377.592 $+377.592 $
SOUTHERN COSO388.563 $-33.732 $422.295 $+13.101 $409.194 $-23.523 $432.717 $+432.717 $
LINDE PLCLIN320.219 $-36.506 $356.725 $+4.371 $352.354 $-74.172 $426.526 $+426.526 $
YUM BRANDS INCYUM344.918 $-1.642 $346.560 $+8.710 $337.850 $-71.286 $409.136 $+409.136 $
SPS COMMERCE INCSPSC319.030 $-84.428 $403.458 $+198.003 $205.455 $+205.455 $
BARRICK MINING CORPB394.393 $+97.625 $296.768 $+296.768 $
LAM RESEARCH CORPLRCX362.388 $+78.386 $284.002 $+74.721 $209.281 $+209.281 $
INTEL CORPINTC217.341 $-112.249 $329.590 $+329.590 $
PACCAR INCPCAR329.111 $+329.111 $
Mastercard IncMA307.704 $-5.710 $313.414 $+3.785 $309.629 $+7.615 $302.014 $+302.014 $
Otis Worldwide CorpOTIS246.065 $-29.779 $275.844 $-22.899 $298.743 $-12.611 $311.354 $+311.354 $
MICROCHIP TECHNOLOGY INCMCHP279.030 $-2.189 $281.219 $-26.931 $308.150 $+78.009 $230.141 $+230.141 $
WEYERHAEUSER COWY306.312 $+306.312 $
STARBUCKS CORPSBUX214.736 $-994 $215.730 $-40.193 $255.923 $-18.042 $273.965 $+273.965 $
METLIFE INCMET248.898 $-23.994 $272.892 $+7.426 $265.466 $+429 $265.037 $+265.037 $
Trane Technologies plcTT221.529 $-27.795 $249.324 $+42.118 $207.206 $+207.206 $
BOSTON SCIENTIFIC CORPBSX225.561 $+13.713 $211.848 $+211.848 $
PPL CorpPPL207.108 $-12.656 $219.764 $+19.339 $200.425 $-23.963 $224.388 $+224.388 $
ASML HOLDING NVASML221.461 $+19.130 $202.331 $+202.331 $
Constellation Energy CorpCEG202.777 $+202.777 $
330.650.257 $+11.365.947 $319.480.448 $+29.269.651 $291.010.928 $+13.773.063 $277.896.566 $+277.896.566 $
Erweiterte Einstellungen ×