Investments: Warther Private Wealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
416.975.903 $-4.574.835 $421.550.738 $+39.841.256 $383.116.884 $+81.695.722 $302.672.083 $+302.672.083 $
BANK OF AMERICA CORP /DE/BAC143.032.776 $-28.440.234 $171.473.010 $-3.102.437 $174.575.447 $+4.117.186 $170.458.261 $+170.458.261 $
UNITEDHEALTH GROUP INCUNH36.797.362 $-3.173.185 $39.970.547 $+7.963.361 $32.007.186 $+32.007.186 $
AMAZON COM INCAMZN21.672.382 $-1.464.587 $23.136.969 $-7.896.664 $31.033.633 $+5.937.007 $25.096.626 $+25.096.626 $
ALPHA PRO TECH LTDAPT30.595.851 $+2.519.334 $28.076.517 $-363.833 $28.440.350 $+4.732.527 $23.707.823 $+23.707.823 $
Nu Holdings Ltd.NU17.245.029 $-4.000.545 $21.245.574 $-5.761.821 $27.007.395 $+5.092.351 $21.915.044 $+21.915.044 $
SCHWAB CHARLES CORPSCHW19.235.373 $+7.142 $19.228.231 $-4.961.227 $24.189.458 $+3.127.441 $21.062.017 $+21.062.017 $
MERCADOLIBRE INCMELI19.693.420 $+4.772.058 $14.921.362 $-7.540.174 $22.461.536 $+22.461.536 $
ASML HOLDING NVASML19.932.562 $-1.105.002 $21.037.564 $+20.427.706 $609.858 $+93.007 $516.851 $+516.851 $
ELI LILLY & CoLLY20.315.751 $+3.452.688 $16.863.063 $+14.798.868 $2.064.195 $-250.831 $2.315.026 $+2.315.026 $
CHIPOTLE MEXICAN GRILL INCCMG19.014.374 $+7.240.914 $11.773.460 $+11.086.465 $686.995 $-10.476.897 $11.163.892 $+11.163.892 $
FISERV INCFISV13.863.552 $-3.119.752 $16.983.304 $-943.888 $17.927.192 $+17.927.192 $
FAIR ISAAC CORPFICO16.659.369 $+311.275 $16.348.094 $+16.348.094 $
EXXON MOBIL CORPXOM8.612.132 $+8.612.132 $
NETFLIX INCNFLX8.163.777 $+8.163.777 $
APPFOLIO INCAPPF5.573.505 $+95.644 $5.477.861 $+358.370 $5.119.491 $-2.599.342 $7.718.833 $+7.718.833 $
NVIDIA CORPNVDA4.760.088 $-207.080 $4.967.168 $-51.712 $5.018.880 $+173.319 $4.845.561 $+4.845.561 $
MICROSOFT CORPMSFT3.560.269 $-212.707 $3.772.976 $-65.735 $3.838.711 $-238.251 $4.076.962 $+4.076.962 $
MCKESSON CORPMCK1.503.592 $+1.172.945 $330.647 $-48.200 $378.847 $-979.920 $1.358.767 $+1.358.767 $
AMERICAN EXPRESS COAXP1.040.669 $+110.621 $930.048 $+30.843 $899.205 $-249.100 $1.148.305 $+1.148.305 $
ORACLE CORPORCL733.836 $-313.783 $1.047.619 $+165.447 $882.172 $+349.538 $532.634 $+532.634 $
CATERPILLAR INCCAT998.078 $+493.615 $504.463 $+12.895 $491.568 $-50.373 $541.941 $+541.941 $
BERKSHIRE HATHAWAY INCBRK-B549.899 $+6.940 $542.959 $-226.046 $769.005 $-128.392 $897.397 $+897.397 $
FEDEX CORPFDX815.200 $+815.200 $
Mastercard IncMA515.505 $+25.760 $489.745 $-50.279 $540.024 $-114.431 $654.455 $+654.455 $
JPMORGAN CHASE & COJPM458.519 $+53.507 $405.012 $-214.816 $619.828 $+17.691 $602.137 $+602.137 $
ADVANCED MICRO DEVICES INCAMD599.811 $+599.811 $
INTUITIVE SURGICAL INCISRG573.723 $+126.493 $447.230 $-99.984 $547.214 $-5.507 $552.721 $+552.721 $
SAP SESAP398.858 $-39.901 $438.759 $-67.263 $506.022 $+46.721 $459.301 $+459.301 $
CHEVRON CORPCVX338.644 $-118.894 $457.538 $+457.538 $
RTX CorpRTX371.385 $+36.223 $335.162 $+24.139 $311.023 $-3.172 $314.195 $+314.195 $
MORGAN STANLEYMS362.694 $+44.774 $317.920 $+20.001 $297.919 $+46.262 $251.657 $+251.657 $
TotalEnergies SETTE251.760 $-39.539 $291.299 $+291.299 $
EMERSON ELECTRIC COEMR270.218 $+6.415 $263.803 $-4.324 $268.127 $+268.127 $
Shell plcSHEL227.715 $+6.044 $221.671 $+3.470 $218.201 $-33.369 $251.570 $+251.570 $
FREEPORT-MCMORAN INCFCX243.640 $+243.640 $
NOVARTIS AGNVS233.216 $+233.216 $
ASTRAZENECA PLCAZN217.187 $-13.162 $230.349 $+230.349 $
CVS HEALTH CorpCVS202.505 $+202.505 $
416.975.903 $-4.574.835 $421.550.738 $+39.841.256 $383.116.884 $+81.695.722 $302.672.083 $+302.672.083 $
Erweiterte Einstellungen ×