Investments: Forza Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
217.732.110 $+9.837.863 $208.333.155 $+10.632.030 $197.998.539 $+16.928.469 $181.563.763 $+181.563.763 $
BANK OF AMERICA CORP /DE/BAC115.651.766 $+4.627.694 $111.024.072 $+3.797.268 $107.226.804 $+7.828.357 $99.398.447 $+99.398.447 $
ISHARES GOLD TRUSTIAU16.945.293 $+429.341 $16.515.952 $+2.278.478 $14.237.474 $+795.125 $13.442.349 $+13.442.349 $
BlackRock, Inc.BLK8.366.416 $-165.468 $8.531.884 $-541.572 $9.073.456 $+4.337.206 $4.736.250 $+4.736.250 $
MICROSOFT CORPMSFT5.831.811 $-357.439 $6.189.250 $+385.216 $5.804.034 $+1.378.745 $4.425.289 $+4.425.289 $
JPMORGAN CHASE & COJPM5.856.026 $+174.816 $5.681.210 $+489.792 $5.191.418 $+790.000 $4.401.418 $+4.401.418 $
ALPHA PRO TECH LTDAPT4.882.302 $+1.119.742 $3.762.560 $+1.022.322 $2.740.238 $+287.620 $2.452.618 $+2.452.618 $
APPFOLIO INCAPPF3.588.412 $+203.492 $3.384.920 $+798.447 $2.586.473 $-275.780 $2.862.253 $+2.862.253 $
EXXON MOBIL CORPXOM3.388.052 $+280.887 $3.107.165 $+201.200 $2.905.965 $-321.438 $3.227.403 $+3.227.403 $
CARDINAL HEALTH INCCAH3.348.623 $+801.162 $2.547.461 $-143.395 $2.690.856 $+510.646 $2.180.210 $+2.180.210 $
ELI LILLY & CoLLY2.603.950 $+720.103 $1.883.847 $-61.080 $1.944.927 $-146.277 $2.091.204 $+2.091.204 $
AFLAC INCAFL2.478.208 $+30.973 $2.447.235 $+83.982 $2.363.253 $-95.269 $2.458.522 $+2.458.522 $
AbbVie Inc.ABBV2.452.383 $-23.706 $2.476.089 $+453.945 $2.022.144 $-323.223 $2.345.367 $+2.345.367 $
EMERSON ELECTRIC COEMR2.355.780 $+64.328 $2.291.452 $-64.222 $2.355.674 $+410.331 $1.945.343 $+1.945.343 $
AMGEN INCAMGN2.272.186 $+376.649 $1.895.537 $+116.969 $1.778.568 $-127.183 $1.905.751 $+1.905.751 $
JOHNSON & JOHNSONJNJ2.106.544 $+280.342 $1.826.202 $+359.191 $1.467.011 $-112.283 $1.579.294 $+1.579.294 $
CHEVRON CORPCVX1.760.335 $-33.264 $1.793.599 $+139.755 $1.653.844 $-161.252 $1.815.096 $+1.815.096 $
VERIZON COMMUNICATIONS INCVZ1.735.953 $-3.149 $1.739.102 $+72.818 $1.666.284 $+47.431 $1.618.853 $+1.618.853 $
MOLSON COORS BEVERAGE COTAP521.369 $-408.473 $929.842 $-155.068 $1.084.910 $-296.230 $1.381.140 $+1.381.140 $
GENERAL DYNAMICS CORPGD1.343.610 $+19.507 $1.324.103 $+203.837 $1.120.266 $+129.710 $990.556 $+990.556 $
ORACLE CORPORCL937.907 $-361.984 $1.299.891 $+322.178 $977.713 $+394.146 $583.567 $+583.567 $
TARGET CORPTGT1.194.016 $+728.114 $465.902 $-37.213 $503.115 $+98.929 $404.186 $+404.186 $
Mastercard IncMA1.170.304 $+67.950 $1.102.354 $+41.411 $1.060.943 $-18.305 $1.079.248 $+1.079.248 $
MCDONALDS CORPMCD1.122.273 $+18.241 $1.104.032 $+42.578 $1.061.454 $-73.386 $1.134.840 $+1.134.840 $
Accenture plcACN953.270 $+135.298 $817.972 $-244.283 $1.062.255 $+15.985 $1.046.270 $+1.046.270 $
NUCOR CORPNUE1.046.351 $+177.568 $868.783 $+29.364 $839.419 $+59.616 $779.803 $+779.803 $
MCKESSON CORPMCK999.934 $-3.595 $1.003.529 $+36.992 $966.537 $+78.863 $887.674 $+887.674 $
SPS COMMERCE INCSPSC994.738 $+102.508 $892.230 $+127.107 $765.123 $+41.892 $723.231 $+723.231 $
Walt Disney CoDIS989.344 $+38.879 $950.465 $-34.546 $985.011 $+266.179 $718.832 $+718.832 $
AT&T INC.T813.361 $-111.330 $924.691 $-22.920 $947.611 $+21.611 $926.000 $+926.000 $
LOCKHEED MARTIN CORPLMT769.035 $-24.709 $793.744 $-151.062 $944.806 $+33.518 $911.288 $+911.288 $
BERKSHIRE HATHAWAY INCBRK-B860.034 $-154 $860.188 $+29.036 $831.152 $-109.384 $940.536 $+940.536 $
PEPSICO INCPEP599.196 $-221.535 $820.731 $+49.089 $771.642 $-121.101 $892.743 $+892.743 $
PAYCHEX INCPAYX643.464 $-83.631 $727.095 $-107.264 $834.359 $-50.591 $884.950 $+884.950 $
3M COMMM873.185 $+62.369 $810.816 $-36.247 $847.063 $+60.481 $786.582 $+786.582 $
INTEL CORPINTC828.774 $+119.359 $709.415 $+259.130 $450.285 $+152.443 $297.842 $+297.842 $
CVS HEALTH CorpCVS826.296 $+103.683 $722.613 $+102.552 $620.061 $+42.560 $577.501 $+577.501 $
PROCTER & GAMBLE CoPG690.324 $-49.808 $740.132 $-2.618 $742.750 $-51.748 $794.498 $+794.498 $
FEDEX CORPFDX785.121 $+144.189 $640.932 $+23.103 $617.829 $-44.765 $662.594 $+662.594 $
GENERAL ELECTRIC COGE737.732 $+17.268 $720.464 $+104.015 $616.449 $+137.090 $479.359 $+479.359 $
GENUINE PARTS COGPC719.070 $-11.213 $730.283 $+117.304 $612.979 $+31.933 $581.046 $+581.046 $
NOVARTIS AGNVS727.126 $+41.170 $685.956 $+38.674 $647.282 $+50.975 $596.307 $+596.307 $
AKAMAI TECHNOLOGIES INCAKAM684.913 $+117.471 $567.442 $+5.613 $561.829 $+85.591 $476.238 $+476.238 $
COMCAST CORPCMCSA404.740 $-197.864 $602.604 $-81.895 $684.499 $+35.834 $648.665 $+648.665 $
ENBRIDGE INCENB648.766 $-35.673 $684.439 $+69.719 $614.720 $+13.699 $601.021 $+601.021 $
RTX CorpRTX683.532 $+43.160 $640.372 $+81.553 $558.819 $+51.895 $506.924 $+506.924 $
Medtronic plcMDT653.112 $+127.006 $526.106 $+110.828 $415.278 $+42.000 $373.278 $+373.278 $
UNITED PARCEL SERVICE INCUPS651.877 $+143.513 $508.364 $+36.974 $471.390 $+471.390 $
PFIZER INCPFE577.381 $+90.025 $487.356 $+116.726 $370.630 $+38.625 $332.005 $+332.005 $
AMAZON COM INCAMZN434.172 $+21.161 $413.011 $-164.204 $577.215 $+76.641 $500.574 $+500.574 $
PPL CorpPPL511.852 $-31.279 $543.131 $+47.795 $495.336 $-32.448 $527.784 $+527.784 $
Zoetis Inc.ZTS228.363 $-37.208 $265.571 $-207.581 $473.152 $-59.326 $532.478 $+532.478 $
AMERICAN EXPRESS COAXP523.849 $+53.510 $470.339 $+18.663 $451.676 $+70.701 $380.975 $+380.975 $
SanofiSNY394.707 $-14.753 $409.460 $-27.021 $436.481 $-75.692 $512.173 $+512.173 $
Walmart Inc.WMT464.914 $+48.242 $416.672 $-7.987 $424.659 $+38.646 $386.013 $+386.013 $
Knife River CorpKNF359.911 $-33.356 $393.267 $-24.403 $417.670 $-43.844 $461.514 $+461.514 $
STARBUCKS CORPSBUX377.092 $-1.747 $378.839 $-31.480 $410.319 $-28.928 $439.247 $+439.247 $
COCA COLA COKO433.302 $+232.909 $200.393 $+200.393 $
Phillips 66PSX408.670 $+44.953 $363.717 $+67.495 $296.222 $+20.244 $275.978 $+275.978 $
Eaton Corp plcETN309.592 $-54.179 $363.771 $+16.777 $346.994 $+79.513 $267.481 $+267.481 $
CATERPILLAR INCCAT356.325 $+82.918 $273.407 $+50.963 $222.444 $+222.444 $
Bunge Global SABG306.435 $+26.935 $279.500 $+3.337 $276.163 $-78.426 $354.589 $+354.589 $
STRYKER CORPSYK324.758 $-2.400 $327.158 $-22.975 $350.133 $+20.692 $329.441 $+329.441 $
CONOCOPHILLIPSCOP293.360 $-49.950 $343.310 $+343.310 $
MASTEC INCMTZ314.100 $+6.590 $307.510 $+61.239 $246.271 $+246.271 $
SYNOPSYS INCSNPS297.354 $+48.621 $248.733 $+248.733 $
NORTHERN TRUST CORPNTRS294.898 $+4.297 $290.601 $+16.861 $273.740 $+60.755 $212.985 $+212.985 $
UNITEDHEALTH GROUP INCUNH213.949 $-79.351 $293.300 $+293.300 $
Public StoragePSA216.638 $-3.427 $220.065 $-4.403 $224.468 $+224.468 $
NVIDIA CORPNVDA223.809 $-96 $223.905 $+223.905 $
Viatris IncVTRS182.305 $-31.307 $213.612 $+20.929 $192.683 $+4.747 $187.936 $+187.936 $
Archer-Daniels-Midland CoADM208.861 $+208.861 $
FASTENAL COFAST208.714 $+208.714 $
217.732.110 $+9.837.863 $208.333.155 $+10.632.030 $197.998.539 $+16.928.469 $181.563.763 $+181.563.763 $
Erweiterte Einstellungen ×