Investments: Cassaday & Co Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
4.606.403.213 $+401.529.319 $4.205.402.869 $+4.205.402.869 $
BANK OF AMERICA CORP /DE/BAC4.164.065.668 $+387.007.204 $3.777.058.464 $+3.777.058.464 $
BlackRock, Inc.BLK124.147.037 $+2.282.034 $121.865.003 $+121.865.003 $
APPFOLIO INCAPPF55.948.497 $+3.281.030 $52.667.467 $+52.667.467 $
MICROSOFT CORPMSFT34.668.342 $-1.406.883 $36.075.225 $+36.075.225 $
NVIDIA CORPNVDA32.598.081 $+463.795 $32.134.286 $+32.134.286 $
ALPHA PRO TECH LTDAPT20.246.384 $+5.741.740 $14.504.644 $+14.504.644 $
AMAZON COM INCAMZN17.860.390 $+1.209.738 $16.650.652 $+16.650.652 $
PEPSICO INCPEP10.753.458 $+203.950 $10.549.508 $+10.549.508 $
NETFLIX INCNFLX8.388.708 $-1.981.950 $10.370.658 $+10.370.658 $
MCDONALDS CORPMCD8.436.298 $-53.099 $8.489.397 $+8.489.397 $
BERKSHIRE HATHAWAY INCBRK-B7.548.000 $+6.000 $7.542.000 $+7.542.000 $
EXXON MOBIL CORPXOM7.349.253 $+315.765 $7.033.488 $+7.033.488 $
JPMORGAN CHASE & COJPM6.605.604 $-411.449 $7.017.053 $+7.017.053 $
JOHNSON & JOHNSONJNJ6.958.981 $+738.333 $6.220.648 $+6.220.648 $
ELI LILLY & CoLLY5.964.476 $+1.461.375 $4.503.101 $+4.503.101 $
CITIGROUP INCC4.215.779 $-981.972 $5.197.751 $+5.197.751 $
AbbVie Inc.ABBV4.737.701 $-112.100 $4.849.801 $+4.849.801 $
ORACLE CORPORCL3.089.323 $-1.344.403 $4.433.726 $+4.433.726 $
TORONTO DOMINION BANKTD3.599.006 $+544.436 $3.054.570 $+3.054.570 $
PALATIN TECHNOLOGIES INCPTNT3.464.526 $-43.229 $3.507.755 $+3.507.755 $
MORGAN STANLEYMS3.068.329 $+462.001 $2.606.328 $+2.606.328 $
Walmart Inc.WMT3.045.604 $+292.676 $2.752.928 $+2.752.928 $
LOCKHEED MARTIN CORPLMT2.881.466 $-161.644 $3.043.110 $+3.043.110 $
UNITEDHEALTH GROUP INCUNH2.887.696 $-132.122 $3.019.818 $+3.019.818 $
YUM BRANDS INCYUM2.904.576 $-17.776 $2.922.352 $+2.922.352 $
SPS COMMERCE INCSPSC2.866.907 $+1.112.129 $1.754.778 $+1.754.778 $
PROCTER & GAMBLE CoPG2.439.088 $-403.025 $2.842.113 $+2.842.113 $
CHEVRON CORPCVX2.675.259 $-61.219 $2.736.478 $+2.736.478 $
GENERAL DYNAMICS CORPGD2.532.694 $-46.630 $2.579.324 $+2.579.324 $
Eaton Corp plcETN1.880.802 $-428.695 $2.309.497 $+2.309.497 $
RTX CorpRTX2.122.862 $+359.030 $1.763.832 $+1.763.832 $
iShares Bitcoin Trust ETFIBIT374.709 $-1.699.376 $2.074.085 $+2.074.085 $
LAM RESEARCH CORPLRCX1.866.611 $+448.040 $1.418.571 $+1.418.571 $
SHERWIN WILLIAMS COSHW1.676.208 $-114.995 $1.791.203 $+1.791.203 $
VERIZON COMMUNICATIONS INCVZ1.656.846 $+38.962 $1.617.884 $+1.617.884 $
GENERAL ELECTRIC COGE1.551.011 $+10.133 $1.540.878 $+1.540.878 $
Talen Energy CorpTLN1.461.876 $+398.426 $1.063.450 $+1.063.450 $
GOLDMAN SACHS GROUP INCGS1.343.424 $+158.455 $1.184.969 $+1.184.969 $
NEXTERA ENERGY INCNEE1.314.505 $+173.020 $1.141.485 $+1.141.485 $
CATERPILLAR INCCAT1.271.298 $+257.305 $1.013.993 $+1.013.993 $
Palo Alto Networks IncPANW1.211.299 $+21.140 $1.190.159 $+1.190.159 $
SOUTHERN COSO1.082.877 $-105.000 $1.187.877 $+1.187.877 $
AMGEN INCAMGN1.175.698 $+162.882 $1.012.816 $+1.012.816 $
Mastercard IncMA1.070.400 $+404.892 $665.508 $+665.508 $
Duke Energy CORPDUK1.003.709 $-60.955 $1.064.664 $+1.064.664 $
ADVANCED MICRO DEVICES INCAMD1.051.954 $+264.198 $787.756 $+787.756 $
STRYKER CORPSYK982.359 $-30.907 $1.013.266 $+1.013.266 $
Booking Holdings Inc.BKNG1.006.803 $+731.170 $275.633 $+275.633 $
AT&T INC.T809.515 $-196.252 $1.005.767 $+1.005.767 $
Constellation Energy CorpCEG876.546 $+56.426 $820.120 $+820.120 $
Accenture plcACN828.511 $+12.758 $815.753 $+815.753 $
DEERE & CODE804.040 $+25.326 $778.714 $+778.714 $
COCA COLA COKO781.903 $+14.927 $766.976 $+766.976 $
3M COMMM776.249 $+28.480 $747.769 $+747.769 $
Walt Disney CoDIS767.694 $+8.242 $759.452 $+759.452 $
PFIZER INCPFE723.165 $-20.365 $743.530 $+743.530 $
HERSHEY COHSY707.371 $-34.876 $742.247 $+742.247 $
BOEING COBA729.787 $+47.502 $682.285 $+682.285 $
AMERICAN EXPRESS COAXP714.027 $+93.352 $620.675 $+620.675 $
VSE CORPVSEC691.080 $+26.120 $664.960 $+664.960 $
SCHWAB CHARLES CORPSCHW669.697 $+40.836 $628.861 $+628.861 $
INTEL CORPINTC658.627 $+226.307 $432.320 $+432.320 $
MICRON TECHNOLOGY INCMU640.325 $+313.575 $326.750 $+326.750 $
CHIPOTLE MEXICAN GRILL INCCMG629.481 $+51.271 $578.210 $+578.210 $
MANULIFE FINANCIAL CORPMFC552.826 $+78.713 $474.113 $+474.113 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC271.778 $-273.216 $544.994 $+544.994 $
COMCAST CORPCMCSA537.477 $+60.748 $476.729 $+476.729 $
STARBUCKS CORPSBUX537.312 $+2.941 $534.371 $+534.371 $
CGI INCGIB506.757 $+18.609 $488.148 $+488.148 $
AFLAC INCAFL498.531 $-6.465 $504.996 $+504.996 $
CONOCOPHILLIPSCOP480.220 $-15.054 $495.274 $+495.274 $
abrdn Gold ETF TrustSGOL486.511 $+486.511 $
ISHARES GOLD TRUSTIAU481.339 $+104.535 $376.804 $+376.804 $
NICOLET BANKSHARES INCNIC461.350 $+1.088 $460.262 $+460.262 $
BERKLEY W R CORPWRB410.272 $-37.185 $447.457 $+447.457 $
TELOS CORPTLS428.003 $+283.494 $144.509 $+144.509 $
LINDE PLCLIN381.620 $-43.505 $425.125 $+425.125 $
AUTOZONE INCAZO315.410 $-83.583 $398.993 $+398.993 $
INTUITIVE SURGICAL INCISRG387.957 $+100.835 $287.122 $+287.122 $
Bank of New York Mellon CorpBK376.248 $+23.108 $353.140 $+353.140 $
VICTORY CAPITAL MANAGEMENT INC362.185 $-1.068 $363.253 $+363.253 $
WILLIS TOWERS WATSON PLCWTW312.170 $-16.008 $328.178 $+328.178 $
COLGATE PALMOLIVE COCL320.506 $-3.811 $324.317 $+324.317 $
ASML HOLDING NVASML320.019 $+76.996 $243.023 $+243.023 $
Phillips 66PSX270.061 $-42.487 $312.548 $+312.548 $
EXACT SCIENCES CORPEXAS303.056 $+303.056 $
EXELON CORPEXC290.614 $-9.467 $300.081 $+300.081 $
Shell plcSHEL292.490 $+23.523 $268.967 $+268.967 $
CUMMINS INCCMI285.852 $+49.324 $236.528 $+236.528 $
TransDigm Group INCTDG276.609 $+2.460 $274.149 $+274.149 $
MCCORMICK & CO INCMKC274.007 $+4.694 $269.313 $+269.313 $
GROUP ONE TRADING LLC273.720 $+6.000 $267.720 $+267.720 $
Rocket Lab CorpRKLB273.041 $+273.041 $
PPL CorpPPL255.331 $-15.603 $270.934 $+270.934 $
FEDEX CORPFDX256.797 $+47.161 $209.636 $+209.636 $
NUCOR CORPNUE256.083 $+16.371 $239.712 $+239.712 $
WEYERHAEUSER COWY226.856 $-11.798 $238.654 $+238.654 $
METLIFE INCMET234.926 $+6.019 $228.907 $+228.907 $
FRANCO NEVADA CorpFNV212.337 $-18.759 $231.096 $+231.096 $
EMERSON ELECTRIC COEMR222.346 $+18.978 $203.368 $+203.368 $
Edwards Lifesciences CorpEW220.627 $+19.358 $201.269 $+201.269 $
FISERV INCFISV215.056 $+215.056 $
PAYCHEX INCPAYX212.469 $+212.469 $
ROPER TECHNOLOGIES INCROP209.949 $+209.949 $
Medtronic plcMDT209.027 $+209.027 $
PG&E CorpPCG189.273 $+11.660 $177.613 $+177.613 $
WIDEPOINT CORPWYY86.538 $+86.538 $
PLUG POWER INCPLUG78.800 $+20.550 $58.250 $+58.250 $
Senseonics Holdings, Inc.SENS17.432 $+17.432 $
4.606.403.213 $+401.529.319 $4.205.402.869 $+4.205.402.869 $
Erweiterte Einstellungen ×