Investments: Great Waters Wealth Management

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. ($)
113.775.509 $-2.697.304 $116.723.236 $+8.679.912 $107.835.209 $+3.128.993 $104.914.331 $+104.914.331 $
BANK OF AMERICA CORP /DE/BAC67.522.700 $-2.846.767 $70.369.467 $+2.774.718 $67.594.749 $+4.456.775 $63.137.974 $+63.137.974 $
UNITEDHEALTH GROUP INCUNH5.677.044 $-277.993 $5.955.037 $+574.299 $5.380.738 $-3.646.913 $9.027.651 $+9.027.651 $
APPFOLIO INCAPPF8.133.656 $+497.125 $7.636.531 $+1.256.315 $6.380.216 $-592.207 $6.972.423 $+6.972.423 $
NVIDIA CORPNVDA6.616.926 $-328.021 $6.944.947 $+1.072.340 $5.872.607 $+1.711.645 $4.160.962 $+4.160.962 $
3M COMMM3.884.392 $-444.980 $4.329.372 $+908.009 $3.421.363 $+89.758 $3.331.605 $+3.331.605 $
MICROSOFT CORPMSFT2.374.097 $-396.761 $2.770.858 $+143.110 $2.627.748 $+737.726 $1.890.022 $+1.890.022 $
BlackRock, Inc.BLK1.711.724 $+75.808 $1.635.916 $+119.432 $1.516.484 $+118.649 $1.397.835 $+1.397.835 $
AMAZON COM INCAMZN1.399.492 $+57.232 $1.342.260 $+164 $1.342.096 $+198.609 $1.143.487 $+1.143.487 $
Medtronic plcMDT1.121.589 $-5.474 $1.127.063 $+95.500 $1.031.563 $-332.325 $1.363.888 $+1.363.888 $
FAIR ISAAC CORPFICO1.076.925 $+123.635 $953.290 $-211.121 $1.164.411 $-10.319 $1.174.730 $+1.174.730 $
ALPHA PRO TECH LTDAPT1.000.442 $+405.419 $595.023 $+177.526 $417.497 $+59.585 $357.912 $+357.912 $
XCEL ENERGY INCXEL777.355 $-70.208 $847.563 $-73.684 $921.247 $-73.234 $994.481 $+994.481 $
MICRON TECHNOLOGY INCMU954.698 $+395.012 $559.686 $+147.538 $412.148 $+121.588 $290.560 $+290.560 $
BERKSHIRE HATHAWAY INCBRK-B888.576 $-159 $888.735 $+21.265 $867.470 $-77.200 $944.670 $+944.670 $
MCDONALDS CORPMCD718.641 $-118.661 $837.302 $+32.312 $804.990 $-59.283 $864.273 $+864.273 $
MCKESSON CORPMCK813.728 $+47.368 $766.360 $+39.442 $726.918 $+59.985 $666.933 $+666.933 $
ELI LILLY & CoLLY803.909 $+233.150 $570.759 $-27.848 $598.607 $-37.068 $635.675 $+635.675 $
PFIZER INCPFE635.571 $-17.217 $652.788 $+31.887 $620.901 $-74.933 $695.834 $+695.834 $
COLGATE PALMOLIVE COCL577.241 $-6.721 $583.962 $-80.063 $664.025 $-20.454 $684.479 $+684.479 $
ADVANCED MICRO DEVICES INCAMD656.829 $+160.619 $496.210 $+61.003 $435.207 $+224.693 $210.514 $+210.514 $
TORO COTTC389.428 $-248.442 $637.870 $+46.208 $591.662 $-17.328 $608.990 $+608.990 $
BOSTON SCIENTIFIC CORPBSX549.788 $-13.439 $563.227 $+185.359 $377.868 $-50.771 $428.639 $+428.639 $
DELTA AIR LINES, INC.DAL435.897 $+79.488 $356.409 $+35.276 $321.133 $-239.571 $560.704 $+560.704 $
CITIGROUP INCC556.195 $+50.434 $505.761 $+31.075 $474.686 $+50.218 $424.468 $+424.468 $
Solventum CorpSOLV442.555 $-64.649 $507.204 $+83.486 $423.718 $-4.615 $428.333 $+428.333 $
ORACLE CORPORCL303.780 $-135.674 $439.454 $+97.833 $341.621 $+126.937 $214.684 $+214.684 $
JOHNSON & JOHNSONJNJ435.931 $+45.413 $390.518 $+145.249 $245.269 $-20.947 $266.216 $+266.216 $
PEPSICO INCPEP407.225 $+8.798 $398.427 $+398.427 $
Walmart Inc.WMT391.811 $-1.965 $393.776 $+23.603 $370.173 $+38.621 $331.552 $+331.552 $
LAM RESEARCH CORPLRCX321.968 $+70.139 $251.829 $+251.829 $
AMGEN INCAMGN296.543 $+40.870 $255.673 $+2.709 $252.964 $-29.300 $282.264 $+282.264 $
TARGET CORPTGT236.844 $+13.865 $222.979 $-28.396 $251.375 $-42.772 $294.147 $+294.147 $
CATERPILLAR INCCAT292.193 $+48.824 $243.369 $+243.369 $
PEARSON PLCPSO235.872 $-22.463 $258.335 $-14.048 $272.383 $+32.457 $239.926 $+239.926 $
AbbVie Inc.ABBV269.745 $-2.635 $272.380 $+53.031 $219.349 $-27.122 $246.471 $+246.471 $
Trane Technologies plcTT224.179 $-18.870 $243.049 $-13.711 $256.760 $+256.760 $
RTX CorpRTX250.423 $+31.900 $218.523 $+218.523 $
ALLIANT ENERGY CORPLNT224.089 $-8.273 $232.362 $+23.922 $208.440 $-13.374 $221.814 $+221.814 $
ENTEGRIS INCENTG200.431 $-19.531 $219.962 $+11.847 $208.115 $+208.115 $
MORGAN STANLEYMS215.500 $-1.600 $217.100 $+8.800 $208.300 $-3.800 $212.100 $+212.100 $
113.775.509 $-2.697.304 $116.723.236 $+8.679.912 $107.835.209 $+3.128.993 $104.914.331 $+104.914.331 $
Erweiterte Einstellungen ×