Investments: Phillips Wealth Planners 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. ($)
111.017.041 $+3.286.221 $111.588.375 $+10.527.454 $102.205.436 $+15.925.540 $87.218.466 $+87.218.466 $
BANK OF AMERICA CORP /DE/BAC53.696.943 $-233.862 $53.930.805 $+4.160.322 $49.770.483 $+7.667.482 $42.103.001 $+42.103.001 $
MICROSOFT CORPMSFT3.333.550 $-354.355 $3.687.905 $+463.284 $3.224.621 $+632.441 $2.592.180 $+2.592.180 $
Walmart Inc.WMT2.529.514 $+1.773.243 $756.271 $+17.816 $738.455 $+480.779 $257.676 $+257.676 $
JPMORGAN CHASE & COJPM2.247.526 $-4.898 $2.252.424 $+234.745 $2.017.679 $+296.926 $1.720.753 $+1.720.753 $
ALPHA PRO TECH LTDAPT1.937.770 $+519.084 $1.418.686 $+536.599 $882.087 $+119.487 $762.600 $+762.600 $
BERKSHIRE HATHAWAY INCBRK-B1.774.744 $-47.269 $1.822.013 $+85.417 $1.736.596 $-166.834 $1.903.430 $+1.903.430 $
UNITEDHEALTH GROUP INCUNH506.324 $-253.551 $759.875 $+218.938 $540.937 $-1.163.956 $1.704.893 $+1.704.893 $
RTX CorpRTX1.696.920 $+304.151 $1.392.769 $+58.148 $1.334.621 $+375.621 $959.000 $+959.000 $
AbbVie Inc.ABBV1.374.282 $-257.995 $1.632.277 $+276.750 $1.355.527 $+35.125 $1.320.402 $+1.320.402 $
APPFOLIO INCAPPF1.469.781 $-65.646 $1.535.427 $+511.351 $1.024.076 $+25.803 $998.273 $+998.273 $
Accenture plcACN841.037 $-233.539 $1.074.576 $-370.185 $1.444.761 $+415.735 $1.029.026 $+1.029.026 $
BlackRock, Inc.BLK1.418.608 $+46.307 $1.372.301 $+152.178 $1.220.123 $+896.111 $324.012 $+324.012 $
ORACLE CORPORCL528.132 $-310.288 $838.420 $-549.899 $1.388.319 $+430.325 $957.994 $+957.994 $
Duke Energy CORPDUK1.335.153 $-9.644 $1.344.797 $+107.026 $1.237.771 $+40.878 $1.196.893 $+1.196.893 $
MCDONALDS CORPMCD1.275.033 $+1.173 $1.273.860 $+115.930 $1.157.930 $-37.974 $1.195.904 $+1.195.904 $
JOHNSON & JOHNSONJNJ1.235.681 $+203.247 $1.032.434 $+269.219 $763.215 $+26.262 $736.953 $+736.953 $
EXXON MOBIL CORPXOM1.234.453 $+214.645 $1.019.808 $+13.406 $1.006.402 $+135.319 $871.083 $+871.083 $
GOLDMAN SACHS GROUP INCGS1.170.296 $+62.772 $1.107.524 $+166.893 $940.631 $+170.293 $770.338 $+770.338 $
Medtronic plcMDT1.112.216 $+180.182 $932.034 $+300.370 $631.664 $+24.587 $607.077 $+607.077 $
PROCTER & GAMBLE CoPG710.387 $-300.440 $1.010.827 $-54.511 $1.065.338 $-28.966 $1.094.304 $+1.094.304 $
CHEVRON CORPCVX1.085.291 $+68.376 $1.016.915 $+78.191 $938.724 $+201.445 $737.279 $+737.279 $
AMGEN INCAMGN1.071.001 $+66.581 $1.004.420 $+18.083 $986.337 $+111.524 $874.813 $+874.813 $
COCA COLA COKO987.977 $+116.316 $871.661 $-16.102 $887.763 $+126.533 $761.230 $+761.230 $
ASTRAZENECA PLCAZN980.367 $+4.755 $975.612 $+378.902 $596.710 $+260.288 $336.422 $+336.422 $
TotalEnergies SETTE868.103 $+156.900 $711.203 $-19.442 $730.645 $+49.475 $681.170 $+681.170 $
Trane Technologies plcTT822.682 $-23.885 $846.567 $+66.212 $780.355 $+152.364 $627.991 $+627.991 $
STERIS plcSTE825.590 $+49.285 $776.305 $+60.222 $716.083 $+75.364 $640.719 $+640.719 $
AMAZON COM INCAMZN763.554 $+27.515 $736.039 $+47.249 $688.790 $+125.861 $562.929 $+562.929 $
Eaton Corp plcETN529.583 $-117.211 $646.794 $-101.793 $748.587 $+161.611 $586.976 $+586.976 $
COMCAST CORPCMCSA546.438 $-187.314 $733.752 $+55.778 $677.974 $+677.974 $
ADVANCED MICRO DEVICES INCAMD731.914 $+166.008 $565.906 $+213.087 $352.819 $+118.292 $234.527 $+234.527 $
AFLAC INCAFL699.018 $-29.040 $728.058 $+63.296 $664.762 $-45.978 $710.740 $+710.740 $
STARBUCKS CORPSBUX639.138 $-28.991 $668.129 $-29.015 $697.144 $+174.825 $522.319 $+522.319 $
UNILEVER PLCUL680.585 $+195.543 $485.042 $-24.897 $509.939 $-9.981 $519.920 $+519.920 $
SanofiSNY315.112 $-349.531 $664.643 $+172.818 $491.825 $+491.825 $
ANALOG DEVICES INCADI654.771 $+136.548 $518.223 $+108.823 $409.400 $+177.029 $232.371 $+232.371 $
AMERICAN EXPRESS COAXP637.948 $+115.728 $522.220 $+117.754 $404.466 $+51.879 $352.587 $+352.587 $
Mastercard IncMA527.042 $-102.124 $629.166 $+39.729 $589.437 $+51.651 $537.786 $+537.786 $
VERIZON COMMUNICATIONS INCVZ457.062 $-152.142 $609.204 $+341 $608.863 $+6.882 $601.981 $+601.981 $
NEXTERA ENERGY INCNEE587.285 $-14.746 $602.031 $+14.235 $587.796 $+66.581 $521.215 $+521.215 $
CATERPILLAR INCCAT595.686 $+78.509 $517.177 $+111.847 $405.330 $+110.119 $295.211 $+295.211 $
AT&T INC.T475.071 $-95.680 $570.751 $+349.626 $221.125 $-21.390 $242.515 $+242.515 $
EQUINIX INCEQIX307.055 $-141.574 $448.629 $+3.543 $445.086 $-104.133 $549.219 $+549.219 $
Royalty Pharma plcRPRX520.848 $+55.819 $465.029 $+4.216 $460.813 $+107.734 $353.079 $+353.079 $
BECTON DICKINSON & COBDX283.085 $-147.165 $430.250 $+49.033 $381.217 $-92.764 $473.981 $+473.981 $
IDACORP INCIDA423.842 $-43.038 $466.880 $+60.376 $406.504 $+1.660 $404.844 $+404.844 $
PEPSICO INCPEP466.193 $+34.241 $431.952 $+78.822 $353.130 $+9.820 $343.310 $+343.310 $
EMERSON ELECTRIC COEMR301.832 $-76.467 $378.299 $-83.117 $461.416 $+221.647 $239.769 $+239.769 $
LAM RESEARCH CORPLRCX458.607 $+26.221 $432.386 $-26.533 $458.919 $+146.622 $312.297 $+312.297 $
ASML HOLDING NVASML440.669 $+85.947 $354.722 $+76.787 $277.935 $+36.495 $241.440 $+241.440 $
MICRON TECHNOLOGY INCMU268.875 $-47.164 $316.039 $-123.164 $439.203 $+196.195 $243.008 $+243.008 $
EAST WEST BANCORP INCEWBC416.262 $+18.912 $397.350 $-22.141 $419.491 $+128.037 $291.454 $+291.454 $
KROGER COKR341.844 $+7.476 $334.368 $-66.567 $400.935 $-16.981 $417.916 $+417.916 $
Hewlett Packard Enterprise CoHPE350.761 $-66.851 $417.612 $+66.337 $351.275 $+45.158 $306.117 $+306.117 $
NVIDIA CORPNVDA364.257 $-51.538 $415.795 $+59.155 $356.640 $+106.271 $250.369 $+250.369 $
BROWN & BROWN, INC.BRO260.910 $-146.976 $407.886 $+113.485 $294.401 $-21.648 $316.049 $+316.049 $
FISERV INCFISV249.850 $-80.083 $329.933 $-70.112 $400.045 $+400.045 $
ROYAL BANK OF CANADARY399.672 $+31.215 $368.457 $+34.314 $334.143 $+41.000 $293.143 $+293.143 $
WELLTOWER INC.WELL373.302 $+118.013 $255.289 $+24.007 $231.282 $+9.858 $221.424 $+221.424 $
MORGAN STANLEYMS359.307 $+50.399 $308.908 $-34.744 $343.652 $+53.782 $289.870 $+289.870 $
WATSCO INCWSO355.661 $+57.466 $298.195 $-13.331 $311.526 $-34.492 $346.018 $+346.018 $
SAP SESAP213.116 $-64.459 $277.575 $-70.723 $348.298 $+348.298 $
KLA CORPKLAC322.240 $-25.372 $347.612 $+58.058 $289.554 $+289.554 $
RESMED INCRMD285.467 $-57.535 $343.002 $+55.878 $287.124 $+45.743 $241.381 $+241.381 $
ELI LILLY & CoLLY340.812 $+67.016 $273.796 $+68.494 $205.302 $+2.424 $202.878 $+202.878 $
CENTERPOINT ENERGY INCCNP339.365 $+443 $338.922 $+15.254 $323.668 $-13.161 $336.829 $+336.829 $
REALTY INCOME CORPO334.655 $+16.286 $318.369 $-126 $318.495 $+12.521 $305.974 $+305.974 $
ROPER TECHNOLOGIES INCROP331.064 $+331.064 $
TE Connectivity plcTEL327.789 $+10.071 $317.718 $+317.718 $
AGNICO EAGLE MINES LTDAEM323.837 $+323.837 $
ENBRIDGE INCENB295.090 $-26.026 $321.116 $+34.788 $286.328 $+4.144 $282.184 $+282.184 $
CHIPOTLE MEXICAN GRILL INCCMG217.730 $-42.957 $260.687 $-54.214 $314.901 $+46.545 $268.356 $+268.356 $
TC ENERGY CORPTRP308.654 $-5.753 $314.407 $+35.538 $278.869 $-3.672 $282.541 $+282.541 $
NATIONAL GRID PLCNGG306.341 $+25.521 $280.820 $+5.111 $275.709 $+13.746 $261.963 $+261.963 $
RAYMOND JAMES FINANCIAL INCRJF300.586 $+300.586 $
Zoetis Inc.ZTS292.610 $-6.894 $299.504 $+74.896 $224.608 $+224.608 $
Genpact LTDG291.940 $-4.052 $295.992 $+28.623 $267.369 $+2.915 $264.454 $+264.454 $
ALLSTATE CORPALL294.147 $+12.100 $282.047 $-2.896 $284.943 $+9.395 $275.548 $+275.548 $
GENUINE PARTS COGPC278.066 $-12.956 $291.022 $+291.022 $
PFIZER INCPFE288.853 $+69.110 $219.743 $-64.627 $284.370 $+284.370 $
STRYKER CORPSYK250.792 $-37.837 $288.629 $+9.747 $278.882 $+29.483 $249.399 $+249.399 $
UNITED PARCEL SERVICE INCUPS282.672 $+11.359 $271.313 $+271.313 $
Hamilton Lane INCHLNE281.220 $+281.220 $
TARGET CORPTGT265.536 $+265.536 $
nVent Electric plcNVT265.089 $+26.949 $238.140 $+238.140 $
Shell plcSHEL254.718 $-8.272 $262.990 $+15.362 $247.628 $+9.513 $238.115 $+238.115 $
DEERE & CODE262.107 $+32.995 $229.112 $+229.112 $
XCEL ENERGY INCXEL224.251 $-36.488 $260.739 $+35.494 $225.245 $+95 $225.150 $+225.150 $
LINDE PLCLIN260.535 $+260.535 $
DARDEN RESTAURANTS INCDRI224.757 $-32.485 $257.242 $+42.441 $214.801 $+214.801 $
DIAGEO PLCDEO243.500 $-7.273 $250.773 $+250.773 $
AES CORPAES211.820 $+2.979 $208.841 $-9.116 $217.957 $-26.627 $244.584 $+244.584 $
DEXCOM INCDXCM207.309 $-32.496 $239.805 $+239.805 $
WILLIAMS SONOMA INCWSM237.741 $-1.366 $239.107 $+34.871 $204.236 $+204.236 $
FACTSET RESEARCH SYSTEMS INCFDS237.396 $+237.396 $
WINTRUST FINANCIAL CORPWTFC236.402 $+21.923 $214.479 $-2.449 $216.928 $+216.928 $
TXNM ENERGY INCTXNM232.910 $+22.990 $209.920 $+209.920 $
Phillips 66PSX229.686 $+229.686 $
CONOCOPHILLIPSCOP224.999 $+17.051 $207.948 $+207.948 $
MCGRATH RENTCORPMGRC224.527 $+224.527 $
PAYCHEX INCPAYX223.500 $+223.500 $
AVNET INCAVT214.576 $+214.576 $
SEMPRASRE213.952 $+213.952 $
QUEST DIAGNOSTICS INCDGX213.271 $-310 $213.581 $+1.923 $211.658 $+211.658 $
SOUTHERN COSO206.292 $-5.846 $212.138 $+212.138 $
RELX PLCRELX210.398 $+210.398 $
AMDOCS LTDDOX208.951 $+208.951 $
Ingredion IncINGR207.146 $+207.146 $
FIRSTENERGY CORPFE201.654 $+201.654 $
HUBBELL INCHUBB200.238 $+200.238 $
Amcor plcAMCR164.152 $+164.152 $
Dole plcDOLE159.728 $+159.728 $
Permian Resources CorpPR131.094 $-18.485 $149.579 $+37.192 $112.387 $+112.387 $
111.017.041 $+3.286.221 $111.588.375 $+10.527.454 $102.205.436 $+15.925.540 $87.218.466 $+87.218.466 $
Erweiterte Einstellungen ×