Investments: Commonwealth Retirement Investments 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. ($)
287.452.903 $+14.076.610 $273.376.293 $+27.091.382 $246.284.911 $+12.662.438 $233.622.473 $+233.622.473 $
BANK OF AMERICA CORP /DE/BAC139.856.892 $+9.381.491 $130.475.401 $+12.369.589 $118.105.812 $+2.421.339 $115.684.473 $+115.684.473 $
MICROSOFT CORPMSFT12.875.178 $-846.006 $13.721.184 $+808.335 $12.912.849 $+3.011.186 $9.901.663 $+9.901.663 $
AbbVie Inc.ABBV11.902.615 $-413.340 $12.315.955 $+2.608.714 $9.707.241 $-774.877 $10.482.118 $+10.482.118 $
JPMORGAN CHASE & COJPM11.762.041 $+238.810 $11.523.231 $+1.030.949 $10.492.282 $-1.557.864 $12.050.146 $+12.050.146 $
EXXON MOBIL CORPXOM9.272.542 $+666.241 $8.606.301 $+521.432 $8.084.869 $-1.449.820 $9.534.689 $+9.534.689 $
CHEVRON CORPCVX7.105.309 $-1.153.145 $8.258.454 $+764.457 $7.493.997 $-1.527.693 $9.021.690 $+9.021.690 $
BlackRock, Inc.BLK8.869.599 $+2.119.691 $6.749.908 $-91.371 $6.841.279 $+1.785.965 $5.055.314 $+5.055.314 $
JOHNSON & JOHNSONJNJ8.290.783 $+746.496 $7.544.287 $+1.400.940 $6.143.347 $-2.478.351 $8.621.698 $+8.621.698 $
PEPSICO INCPEP7.805.458 $+75.240 $7.730.218 $+695.891 $7.034.327 $+3.126.660 $3.907.667 $+3.907.667 $
LOCKHEED MARTIN CORPLMT7.581.044 $-32.907 $7.613.951 $+1.727.901 $5.886.050 $+1.565.918 $4.320.132 $+4.320.132 $
UNITEDHEALTH GROUP INCUNH2.931.199 $-136.532 $3.067.731 $-136.856 $3.204.587 $-2.481.697 $5.686.284 $+5.686.284 $
LAM RESEARCH CORPLRCX5.561.879 $+545.428 $5.016.451 $+1.416.539 $3.599.912 $+1.942.033 $1.657.879 $+1.657.879 $
PROCTER & GAMBLE CoPG2.358.954 $-191.988 $2.550.942 $+95.966 $2.454.976 $-2.647.400 $5.102.376 $+5.102.376 $
UNITED PARCEL SERVICE INCUPS4.062.696 $-181.215 $4.243.911 $-488.786 $4.732.697 $+959.647 $3.773.050 $+3.773.050 $
Mastercard IncMA4.072.829 $+275.293 $3.797.536 $+322.912 $3.474.624 $+1.687.616 $1.787.008 $+1.787.008 $
AMGEN INCAMGN3.654.295 $+574.500 $3.079.795 $+225.313 $2.854.482 $+246.706 $2.607.776 $+2.607.776 $
APPFOLIO INCAPPF3.345.003 $+212.050 $3.132.953 $+608.600 $2.524.353 $-207.501 $2.731.854 $+2.731.854 $
PRICE T ROWE GROUP INCTROW3.270.017 $+147.913 $3.122.104 $+357.282 $2.764.822 $+2.764.822 $
ALLSTATE CORPALL3.070.837 $+66.381 $3.004.456 $+395.478 $2.608.978 $+1.289.942 $1.319.036 $+1.319.036 $
METLIFE INCMET2.127.662 $-81.703 $2.209.365 $+87.643 $2.121.722 $-611.316 $2.733.038 $+2.733.038 $
SCHWAB CHARLES CORPSCHW502.152 $-37.161 $539.313 $-31.395 $570.708 $-2.141.381 $2.712.089 $+2.712.089 $
FASTENAL COFAST1.832.336 $-376.082 $2.208.418 $+352.102 $1.856.316 $+75.148 $1.781.168 $+1.781.168 $
PAYCHEX INCPAYX1.386.208 $-180.672 $1.566.880 $-110.710 $1.677.590 $-170.684 $1.848.274 $+1.848.274 $
HERSHEY COHSY1.752.831 $-52.576 $1.805.407 $+251.949 $1.553.458 $+87.389 $1.466.069 $+1.466.069 $
HP INCHPQ1.098.649 $-480.119 $1.578.768 $+230.484 $1.348.284 $-80.409 $1.428.693 $+1.428.693 $
DARDEN RESTAURANTS INCDRI1.372.421 $-31.294 $1.403.715 $-72.378 $1.476.093 $-71.303 $1.547.396 $+1.547.396 $
REGIONS FINANCIAL CORPRF1.526.543 $+85.212 $1.441.331 $+246.397 $1.194.934 $+1.194.934 $
CONOCOPHILLIPSCOP1.489.628 $+12.881 $1.476.747 $+212.845 $1.263.902 $+1.263.902 $
MICROCHIP TECHNOLOGY INCMCHP1.358.447 $+35.194 $1.323.253 $-7.303 $1.330.556 $+1.330.556 $
AFLAC INCAFL1.349.705 $+19.916 $1.329.789 $+188.712 $1.141.077 $+1.141.077 $
TARGET CORPTGT1.286.604 $+119.506 $1.167.098 $+26.402 $1.140.696 $+1.140.696 $
KLA CORPKLAC1.243.597 $+86.858 $1.156.739 $+121.792 $1.034.947 $+212.816 $822.131 $+822.131 $
Bank of New York Mellon CorpBK1.228.232 $+63.417 $1.164.815 $+131.878 $1.032.937 $+37.971 $994.966 $+994.966 $
CINTAS CORPCTAS1.084.976 $-78.027 $1.163.003 $+52.665 $1.110.338 $+1.110.338 $
AMAZON COM INCAMZN1.037.767 $+98.227 $939.540 $+770 $938.770 $+410.418 $528.352 $+528.352 $
PFIZER INCPFE188.726 $-506.528 $695.254 $-189.045 $884.299 $-130.083 $1.014.382 $+1.014.382 $
ANALOG DEVICES INCADI936.364 $+88.107 $848.257 $+26.584 $821.673 $-84.594 $906.267 $+906.267 $
Walmart Inc.WMT935.836 $+82.506 $853.330 $+43.966 $809.364 $+83.405 $725.959 $+725.959 $
SPS COMMERCE INCSPSC317.048 $-216.157 $533.205 $+75.960 $457.245 $-335.140 $792.385 $+792.385 $
BERKSHIRE HATHAWAY INCBRK-B572.518 $-15.185 $587.703 $+19.838 $567.865 $-49.928 $617.793 $+617.793 $
Trane Technologies plcTT553.053 $+121.388 $431.665 $-15.805 $447.470 $+447.470 $
NVIDIA CORPNVDA484.202 $-199 $484.401 $+484.401 $
NOVARTIS AGNVS266.227 $-109.644 $375.871 $+142.201 $233.670 $+18.402 $215.268 $+215.268 $
NETFLIX INCNFLX244.714 $-68.204 $312.918 $-36.595 $349.513 $+106.123 $243.390 $+243.390 $
ELI LILLY & CoLLY314.611 $+314.611 $
AT&T INC.T248.400 $+248.400 $
Duke Energy CORPDUK238.874 $+238.874 $
ALPHA PRO TECH LTDAPT230.945 $+230.945 $
VERIZON COMMUNICATIONS INCVZ45.407 $-179.332 $224.739 $+224.739 $
COCA COLA COKO177.380 $+177.380 $
Eaton Corp plcETN155.455 $+155.455 $
MCDONALDS CORPMCD118.584 $+118.584 $
ORACLE CORPORCL117.921 $+117.921 $
LINCOLN NATIONAL CORPLNC96.808 $+96.808 $
CVS HEALTH CorpCVS91.559 $+91.559 $
AMERICAN EXPRESS COAXP87.342 $+87.342 $
MCKESSON CORPMCK86.951 $+86.951 $
RIO TINTO PLCRIO85.135 $+85.135 $
CATERPILLAR INCCAT81.220 $+81.220 $
POOL CORPPOOL60.848 $+60.848 $
GENERAL ELECTRIC COGE57.294 $+57.294 $
NUCOR CORPNUE56.599 $+56.599 $
CARDINAL HEALTH INCCAH54.047 $+54.047 $
Roblox CorpRBLX51.373 $+51.373 $
MICRON TECHNOLOGY INCMU49.947 $+49.947 $
WATSCO INCWSO44.477 $+44.477 $
NEXTERA ENERGY INCNEE40.782 $+40.782 $
TE Connectivity plcTEL39.814 $+39.814 $
SBA COMMUNICATIONS CORPSBAC38.686 $+38.686 $
BOEING COBA37.996 $+37.996 $
CARMAX INCKMX32.844 $+32.844 $
Walt Disney CoDIS29.034 $+29.034 $
3M COMMM28.498 $+28.498 $
RTX CorpRTX26.410 $+26.410 $
BARCLAYS PLCBCS25.706 $+25.706 $
BROWN FORMAN CORPBF-A24.418 $+24.418 $
GOLDMAN SACHS GROUP INCGS24.187 $+24.187 $
XCEL ENERGY INCXEL22.823 $+22.823 $
FabrinetFN22.764 $+22.764 $
CARNIVAL CORPCCL22.661 $+22.661 $
DEERE & CODE22.347 $+22.347 $
Phillips 66PSX22.082 $+22.082 $
MASTEC INCMTZ21.737 $+21.737 $
TotalEnergies SETTE20.346 $+20.346 $
DTE ENERGY CODTE19.347 $+19.347 $
ROYAL BANK OF CANADARY18.583 $+18.583 $
CITIGROUP INCC17.730 $+17.730 $
Constellation Energy CorpCEG17.664 $+17.664 $
Jazz Pharmaceuticals plcJAZZ17.000 $+17.000 $
nVent Electric plcNVT16.723 $+16.723 $
Performance Food Group CoPFGC16.635 $+16.635 $
PALATIN TECHNOLOGIES INCPTNT15.642 $+15.642 $
SHERWIN WILLIAMS COSHW15.553 $+15.553 $
Bunge Global SABG15.500 $+15.500 $
STRYKER CORPSYK15.470 $+15.470 $
PLEXUS CORPPLXS14.700 $+14.700 $
Shell plcSHEL14.696 $+14.696 $
FEDEX CORPFDX14.443 $+14.443 $
CENTENE CORPCNC14.403 $+14.403 $
GENERAL DYNAMICS CORPGD14.391 $+14.391 $
DYNEX CAPITAL INCDX14.010 $+14.010 $
FISERV INCFISV13.434 $+13.434 $
SUNCOR ENERGY INCSU13.308 $+13.308 $
NBT BANCORP INCNBTB12.788 $+12.788 $
DIAGEO PLCDEO12.337 $+12.337 $
Parker-Hannifin CorpPH12.305 $+12.305 $
EMERSON ELECTRIC COEMR12.161 $+12.161 $
TOWER SEMICONDUCTOR LTDTSEM11.742 $+11.742 $
ENBRIDGE INCENB11.384 $+11.384 $
CHIPOTLE MEXICAN GRILL INCCMG11.100 $+11.100 $
CSX CORPCSX10.875 $+10.875 $
ADVANCED MICRO DEVICES INCAMD10.708 $+10.708 $
Ascendis Pharma A/SASND10.662 $+10.662 $
MAGNA INTERNATIONAL INCMGA10.660 $+10.660 $
BECTON DICKINSON & COBDX9.704 $+9.704 $
Kraft Heinz CoKHC9.699 $+9.699 $
COMCAST CORPCMCSA9.648 $+9.648 $
GARMIN LTDGRMN8.888 $+8.888 $
RESOURCES MANAGEMENT CORP /CT/ /ADV8.641 $+8.641 $
Royalty Pharma plcRPRX7.535 $+7.535 $
NASDAQ, INC.NDAQ7.382 $+7.382 $
MORGAN STANLEYMS7.166 $+7.166 $
DOVER CorpDOV7.029 $+7.029 $
INTEL CORPINTC6.575 $+6.575 $
DELTA AIR LINES, INC.DAL6.458 $+6.458 $
Grayscale Bitcoin Mini Trust ETFBTC5.112 $+5.112 $
YUM BRANDS INCYUM4.690 $+4.690 $
LINDE PLCLIN4.690 $+4.690 $
NICOLET BANKSHARES INCNIC4.329 $+4.329 $
HALLIBURTON COHAL4.239 $+4.239 $
UNILEVER PLCUL4.120 $+4.120 $
FORD MOTOR COF3.949 $+3.949 $
Chemours CoCC3.879 $+3.879 $
Accenture plcACN3.488 $+3.488 $
ALBEMARLE CORPALB2.829 $+2.829 $
Beam GlobalBEEM2.808 $+2.808 $
GSK plcGSK2.746 $+2.746 $
QUEST DIAGNOSTICS INCDGX2.497 $+2.497 $
ETSY INCETSY2.051 $+2.051 $
Zoetis Inc.ZTS1.761 $+1.761 $
Alcoa CorpAA1.488 $+1.488 $
Allegion plcALLE1.274 $+1.274 $
Haleon plcHLN667 $+667 $
FREEPORT-MCMORAN INCFCX617 $+617 $
Solventum CorpSOLV555 $+555 $
Viatris IncVTRS498 $+498 $
WEYERHAEUSER COWY8 $+8 $
Canopy Growth CorpCGC1 $+1 $
287.452.903 $+14.076.610 $273.376.293 $+27.091.382 $246.284.911 $+12.662.438 $233.622.473 $+233.622.473 $
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