Investments: Lodestone Wealth Management 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. ($)
186.856.834 $+16.959.542 $169.897.292 $+28.151.201 $141.746.091 $+141.746.091 $
BANK OF AMERICA CORP /DE/BAC104.956.225 $+10.085.640 $94.870.585 $+14.529.607 $80.340.978 $+80.340.978 $
ALPHA PRO TECH LTDAPT8.762.522 $+1.546.135 $7.216.387 $+2.605.701 $4.610.686 $+4.610.686 $
APPFOLIO INCAPPF8.462.390 $+36.233 $8.426.157 $+993.975 $7.432.182 $+7.432.182 $
MICROSOFT CORPMSFT6.140.663 $-1.179.029 $7.319.692 $+2.030.965 $5.288.727 $+5.288.727 $
NVIDIA CORPNVDA4.729.519 $+115.262 $4.614.257 $+2.055.784 $2.558.473 $+2.558.473 $
JPMORGAN CHASE & COJPM4.595.260 $-125.171 $4.720.431 $+383.924 $4.336.507 $+4.336.507 $
AMGEN INCAMGN4.383.591 $+540.087 $3.843.504 $-269.302 $4.112.806 $+4.112.806 $
BERKSHIRE HATHAWAY INCBRK-B3.033.241 $-170.470 $3.203.711 $-926.713 $4.130.424 $+4.130.424 $
AMERICAN EXPRESS COAXP3.402.150 $+258.149 $3.144.001 $+32.347 $3.111.654 $+3.111.654 $
AMAZON COM INCAMZN3.038.514 $+153.584 $2.884.930 $+896.523 $1.988.407 $+1.988.407 $
MACERICH COMAC2.285.103 $+16.458 $2.268.645 $+130.804 $2.137.841 $+2.137.841 $
NVR INCNVR1.903.413 $-201.668 $2.105.081 $+192.562 $1.912.519 $+1.912.519 $
CHEVRON CORPCVX1.669.357 $-117.838 $1.787.195 $-62.317 $1.849.512 $+1.849.512 $
ORACLE CORPORCL1.013.424 $-562.176 $1.575.600 $+930.199 $645.401 $+645.401 $
BlackRock, Inc.BLK1.548.839 $+476.878 $1.071.961 $+530.708 $541.253 $+541.253 $
PALATIN TECHNOLOGIES INCPTNT1.406.358 $-116.667 $1.523.025 $+767.645 $755.380 $+755.380 $
PACCAR INCPCAR1.441.371 $+38.640 $1.402.731 $-98.325 $1.501.056 $+1.501.056 $
CONOCOPHILLIPSCOP1.280.692 $+11.908 $1.268.784 $-174.373 $1.443.157 $+1.443.157 $
SPS COMMERCE INCSPSC1.313.371 $+125.390 $1.187.981 $+226.746 $961.235 $+961.235 $
TARGET CORPTGT1.255.927 $+321.020 $934.907 $-102.806 $1.037.713 $+1.037.713 $
JOHNSON & JOHNSONJNJ1.238.415 $+111.183 $1.127.232 $+63.003 $1.064.229 $+1.064.229 $
SCHWAB CHARLES CORPSCHW1.177.999 $+55.593 $1.122.406 $+207.513 $914.893 $+914.893 $
EXXON MOBIL CORPXOM1.004.382 $+73.419 $930.963 $-64.096 $995.059 $+995.059 $
FIFTH THIRD BANCORPFITB990.078 $+445.633 $544.445 $+43.508 $500.937 $+500.937 $
UNITEDHEALTH GROUP INCUNH913.270 $+86.132 $827.138 $+827.138 $
MCDONALDS CORPMCD735.359 $+3.724 $731.635 $-46.987 $778.622 $+778.622 $
Walmart Inc.WMT719.456 $+47.532 $671.924 $+84.021 $587.903 $+587.903 $
LAM RESEARCH CORPLRCX688.486 $+133.604 $554.882 $+318.389 $236.493 $+236.493 $
MCKESSON CORPMCK655.298 $+38.780 $616.518 $+85.240 $531.278 $+531.278 $
BOEING COBA586.870 $-43.399 $630.269 $+123.018 $507.251 $+507.251 $
INTEL CORPINTC550.371 $+57.503 $492.868 $+154.863 $338.005 $+338.005 $
ADVANCED MICRO DEVICES INCAMD502.848 $+145.454 $357.394 $+86.366 $271.028 $+271.028 $
MICRON TECHNOLOGY INCMU483.272 $+200.049 $283.223 $+283.223 $
FEDEX CORPFDX477.649 $+90.087 $387.562 $-8.411 $395.973 $+395.973 $
COCA COLA COKO451.059 $+15.271 $435.788 $-40.520 $476.308 $+476.308 $
ASML HOLDING NVASML473.019 $+40.180 $432.839 $+232.706 $200.133 $+200.133 $
Mastercard IncMA296.986 $-122.581 $419.567 $-23.161 $442.728 $+442.728 $
Walt Disney CoDIS399.930 $-15.381 $415.311 $+61.115 $354.196 $+354.196 $
UNITED PARCEL SERVICE INCUPS377.866 $+64.594 $313.272 $+104.836 $208.436 $+208.436 $
ELI LILLY & CoLLY367.083 $+86.145 $280.938 $-24.030 $304.968 $+304.968 $
Accenture plcACN272.294 $-3.362 $275.656 $-84.310 $359.966 $+359.966 $
nVent Electric plcNVT333.034 $+5.451 $327.583 $+327.583 $
AT&T INC.T207.509 $-72.627 $280.136 $-51.134 $331.270 $+331.270 $
ALLSTATE CORPALL292.543 $+3.579 $288.964 $+50.465 $238.499 $+238.499 $
PROCTER & GAMBLE CoPG240.512 $-15.765 $256.277 $-21.729 $278.006 $+278.006 $
MERCADOLIBRE INCMELI249.768 $-21.317 $271.085 $+271.085 $
DOMINOS PIZZA INCDPZ239.910 $-6.391 $246.301 $-23.595 $269.896 $+269.896 $
MPLX LPMPLX251.076 $+20.805 $230.271 $-7.413 $237.684 $+237.684 $
AFLAC INCAFL197.039 $-32.943 $229.982 $+3.563 $226.419 $+226.419 $
Constellation Energy CorpCEG215.848 $-13.843 $229.691 $+229.691 $
SEMPRASRE210.130 $-4.022 $214.152 $+214.152 $
Rocket Lab CorpRKLB195.049 $+195.049 $
RTX CorpRTX169.095 $+169.095 $
Phillips 66PSX154.106 $+154.106 $
LOCKHEED MARTIN CORPLMT149.696 $+149.696 $
PFIZER INCPFE112.988 $+112.988 $
AECOMACM112.111 $+112.111 $
FASTENAL COFAST108.913 $+108.913 $
Parker-Hannifin CorpPH101.959 $+101.959 $
Navitas Semiconductor CorpNVTS99.496 $-1.959 $101.455 $+101.455 $
INTUITIVE SURGICAL INCISRG100.812 $+100.812 $
CATERPILLAR INCCAT92.627 $+92.627 $
NOVARTIS AGNVS88.375 $+88.375 $
PEPSICO INCPEP88.270 $+88.270 $
GENERAL ELECTRIC COGE87.842 $+87.842 $
Eaton Corp plcETN85.998 $+85.998 $
GOLDMAN SACHS GROUP INCGS77.690 $+77.690 $
STARBUCKS CORPSBUX77.264 $+77.264 $
KLA CORPKLAC72.905 $+72.905 $
AbbVie Inc.ABBV72.888 $+72.888 $
VERIZON COMMUNICATIONS INCVZ72.064 $+72.064 $
RAYMOND JAMES FINANCIAL INCRJF68.118 $+68.118 $
BANNER CORPBANR66.316 $+66.316 $
STRYKER CORPSYK65.725 $+65.725 $
NICOLET BANKSHARES INCNIC61.745 $+61.745 $
Talen Energy CorpTLN60.349 $+60.349 $
CITIGROUP INCC57.385 $+57.385 $
IREN LtdIREN57.297 $+57.297 $
Monster Beverage CorpMNST55.432 $+55.432 $
DEERE & CODE53.541 $+53.541 $
AeroVironment IncAVAV49.104 $+49.104 $
Booking Holdings Inc.BKNG48.842 $+48.842 $
RENAISSANCE TECHNOLOGIES LLC48.732 $+48.732 $
PPL CorpPPL48.113 $+48.113 $
NETFLIX INCNFLX47.724 $+47.724 $
OSHKOSH CORPOSK47.000 $+47.000 $
COLGATE PALMOLIVE COCL45.595 $+45.595 $
WEYERHAEUSER COWY43.698 $+43.698 $
Bloom Energy CorpBE43.445 $+43.445 $
SOUTHERN COSO38.630 $+38.630 $
MORGAN STANLEYMS37.619 $+37.619 $
CARNIVAL CORPCCL37.045 $+37.045 $
AGNICO EAGLE MINES LTDAEM34.871 $+34.871 $
BARRICK MINING CORPB34.840 $+34.840 $
NEXTERA ENERGY INCNEE33.075 $+33.075 $
COMCAST CORPCMCSA32.539 $+32.539 $
GENUINE PARTS COGPC32.216 $+32.216 $
TotalEnergies SETTE32.056 $+32.056 $
SHERWIN WILLIAMS COSHW30.783 $+30.783 $
Zoetis Inc.ZTS29.945 $+29.945 $
Duke Energy CORPDUK29.771 $+29.771 $
EQUIFAX INCEFX29.075 $+29.075 $
Medtronic plcMDT27.185 $+27.185 $
COPART INCCPRT25.369 $+25.369 $
EVERSOURCE ENERGYES25.047 $+25.047 $
FIRST MAJESTIC SILVER CORPAG24.990 $+24.990 $
Viking Holdings LtdVIK23.422 $+23.422 $
WATSCO INCWSO22.576 $+22.576 $
abrdn Gold ETF TrustSGOL22.142 $+22.142 $
JANUS HENDERSON GROUP PLCJHG21.739 $+21.739 $
PROCEPT BioRobotics CorpPRCT21.141 $+21.141 $
KINROSS GOLD CORPKGC21.120 $+21.120 $
BOSTON SCIENTIFIC CORPBSX21.072 $+21.072 $
CHIPOTLE MEXICAN GRILL INCCMG19.166 $+19.166 $
ENDEAVOUR SILVER CORPEXK18.800 $+18.800 $
WILLIAMS SONOMA INCWSM18.058 $+18.058 $
ENBRIDGE INCENB17.362 $+17.362 $
UNILEVER PLCUL17.069 $+17.069 $
YUM BRANDS INCYUM16.792 $+16.792 $
JABIL INCJBL16.417 $+16.417 $
RIO TINTO PLCRIO15.526 $+15.526 $
ASTRAZENECA PLCAZN15.162 $+15.162 $
3M COMMM15.049 $+15.049 $
PEABODY ENERGY CORPBTU14.967 $+14.967 $
DIAGEO PLCDEO14.838 $+14.838 $
ROYAL BANK OF CANADARY14.662 $+14.662 $
Roblox CorpRBLX14.504 $+14.504 $
Aon plcAON14.468 $+14.468 $
EXELON CORPEXC14.167 $+14.167 $
PRICE T ROWE GROUP INCTROW13.924 $+13.924 $
Nebius Group N.V.NBIS12.974 $+12.974 $
HERSHEY COHSY12.800 $+12.800 $
CUMMINS INCCMI12.554 $+12.554 $
CVS HEALTH CorpCVS12.380 $+12.380 $
FORD MOTOR COF11.692 $+11.692 $
ROYAL GOLD INCRGLD11.139 $+11.139 $
Pebblebrook Hotel TrustPEB10.955 $+10.955 $
TE Connectivity plcTEL10.920 $+10.920 $
HDFC BANK LTDHDB10.670 $+10.670 $
MICROCHIP TECHNOLOGY INCMCHP10.514 $+10.514 $
LINDE PLCLIN10.233 $+10.233 $
FACTSET RESEARCH SYSTEMS INCFDS9.576 $+9.576 $
Fox CorpFOXA9.356 $+9.356 $
Paramount Skydance CorpPSKY9.237 $+9.237 $
Twist Bioscience CorpTWST9.199 $+9.199 $
CAMECO CORPCCJ9.149 $+9.149 $
GENERAL DYNAMICS CORPGD9.090 $+9.090 $
IDACORP INCIDA8.657 $+8.657 $
NUCOR CORPNUE8.539 $+8.539 $
AVISTA CORPAVA7.281 $+7.281 $
BP PLCBP6.807 $+6.807 $
LIGHTBRIDGE CorpLTBR6.320 $+6.320 $
FISERV INCFISV6.247 $+6.247 $
CMB.TECH NVCMBT6.205 $+6.205 $
RAYONIER INCRYN6.105 $+6.105 $
CMS ENERGY CORPCMS6.084 $+6.084 $
WELLTOWER INC.WELL5.940 $+5.940 $
ATI INCATI5.623 $+5.623 $
Palo Alto Networks IncPANW5.526 $+5.526 $
REALTY INCOME CORPO5.073 $+5.073 $
iShares Bitcoin Trust ETFIBIT5.015 $+5.015 $
DELTA AIR LINES, INC.DAL4.784 $+4.784 $
FREEPORT-MCMORAN INCFCX4.673 $+4.673 $
ATMOS ENERGY CORPATO4.655 $+4.655 $
PAYCHEX INCPAYX4.599 $+4.599 $
Viatris IncVTRS4.588 $+4.588 $
Veralto CorpVLTO4.390 $+4.390 $
SAP SESAP4.372 $+4.372 $
Kraft Heinz CoKHC4.331 $+4.331 $
TWILIO INCTWLO4.267 $+4.267 $
AramarkARMK4.091 $+4.091 $
TransDigm Group INCTDG3.990 $+3.990 $
Otis Worldwide CorpOTIS3.756 $+3.756 $
Vertiv Holdings CoVRT3.564 $+3.564 $
DOVER CorpDOV3.514 $+3.514 $
Bank OZKOZK3.452 $+3.452 $
NatWest Group plcNWG3.448 $+3.448 $
AUTOZONE INCAZO3.392 $+3.392 $
HEICO CORPHEI3.236 $+3.236 $
GLADSTONE COMMERCIAL CORPGOOD2.896 $+2.896 $
STERIS plcSTE2.535 $+2.535 $
RELX PLCRELX2.425 $+2.425 $
FMC CORPFMC2.413 $+2.413 $
TC ENERGY CORPTRP2.365 $+2.365 $
Grayscale Bitcoin Mini Trust ETFBTC2.324 $+2.324 $
CENTERPOINT ENERGY INCCNP2.185 $+2.185 $
AppLovin CorpAPP2.021 $+2.021 $
HUBSPOT INCHUBS2.007 $+2.007 $
Sony Group CorpSONY1.971 $+1.971 $
Solventum CorpSOLV1.823 $+1.823 $
RYANAIR HOLDINGS PLCRYAAY1.733 $+1.733 $
INSULET CORPPODD1.705 $+1.705 $
Liberty Media CorpFWONA1.460 $+1.460 $
DOLLAR GENERAL CORPDG1.416 $+1.416 $
CINTAS CORPCTAS1.316 $+1.316 $
PAN AMERICAN SILVER CORPPAAS1.243 $+1.243 $
BCE INCBCE1.215 $+1.215 $
BALL CorpBALL953 $+953 $
CLEAN HARBORS INCCLH938 $+938 $
LOEWS CORPL842 $+842 $
ANALOG DEVICES INCADI814 $+814 $
Trane Technologies plcTT778 $+778 $
BHP Group LtdBHP664 $+664 $
FRANKLIN RESOURCES INCBEN503 $+503 $
Bank of New York Mellon CorpBK464 $+464 $
Atomera IncATOM376 $+376 $
CARTERS INCCRI359 $+359 $
REGIS CORPRGS333 $+333 $
Alcoa CorpAA278 $+278 $
South Bow CorpSOBO220 $+220 $
BECTON DICKINSON & COBDX194 $+194 $
Vuzix CorpVUZI151 $+151 $
Organon & Co.OGN147 $+147 $
Canopy Growth CorpCGC8 $+8 $
186.856.834 $+16.959.542 $169.897.292 $+28.151.201 $141.746.091 $+141.746.091 $
Erweiterte Einstellungen ×