Investments: Core Wealth Partners 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. ($)
209.510.129 $+4.139.001 $205.780.995 $+205.780.995 $
BANK OF AMERICA CORP /DE/BAC108.985.706 $+1.089.678 $107.896.028 $+107.896.028 $
APPFOLIO INCAPPF17.423.779 $+960.209 $16.463.570 $+16.463.570 $
ALPHA PRO TECH LTDAPT8.047.960 $+1.530.032 $6.517.928 $+6.517.928 $
MICROSOFT CORPMSFT7.598.037 $-449.013 $8.047.050 $+8.047.050 $
BERKSHIRE HATHAWAY INCBRK-B7.262.790 $+314.420 $6.948.370 $+6.948.370 $
AMAZON COM INCAMZN5.269.621 $+291.530 $4.978.091 $+4.978.091 $
NVIDIA CORPNVDA5.182.048 $+13.074 $5.168.974 $+5.168.974 $
BlackRock, Inc.BLK4.471.344 $+508.131 $3.963.213 $+3.963.213 $
JPMORGAN CHASE & COJPM3.819.589 $+137.417 $3.682.172 $+3.682.172 $
EXXON MOBIL CORPXOM3.344.630 $+280.470 $3.064.160 $+3.064.160 $
BOEING COBA3.110.461 $+18.480 $3.091.981 $+3.091.981 $
ORACLE CORPORCL2.053.655 $-432.473 $2.486.128 $+2.486.128 $
JOHNSON & JOHNSONJNJ2.482.211 $+266.861 $2.215.350 $+2.215.350 $
RTX CorpRTX2.388.235 $+230.180 $2.158.055 $+2.158.055 $
PROCTER & GAMBLE CoPG1.276.766 $-1.018.115 $2.294.881 $+2.294.881 $
Walmart Inc.WMT2.063.337 $+33.961 $2.029.376 $+2.029.376 $
Strategy IncMSTR953.397 $-1.099.081 $2.052.478 $+2.052.478 $
iShares Bitcoin Trust ETFIBIT1.626.028 $-400.269 $2.026.297 $+2.026.297 $
AbbVie Inc.ABBV1.769.424 $-1.894 $1.771.318 $+1.771.318 $
ELI LILLY & CoLLY1.632.439 $+297.249 $1.335.190 $+1.335.190 $
NETFLIX INCNFLX1.487.221 $+829.014 $658.207 $+658.207 $
CHEVRON CORPCVX1.393.016 $-27.131 $1.420.147 $+1.420.147 $
Mastercard IncMA1.337.001 $+41.252 $1.295.749 $+1.295.749 $
PALATIN TECHNOLOGIES INCPTNT1.295.353 $+968.000 $327.353 $+327.353 $
COCA COLA COKO1.046.336 $-33.612 $1.079.948 $+1.079.948 $
PEPSICO INCPEP709.993 $-242.608 $952.601 $+952.601 $
SYSCO CORPSYY801.911 $-91.793 $893.704 $+893.704 $
VERIZON COMMUNICATIONS INCVZ672.330 $-24.893 $697.223 $+697.223 $
LAM RESEARCH CORPLRCX684.720 $+149.120 $535.600 $+535.600 $
Shell plcSHEL664.921 $+17.574 $647.347 $+647.347 $
RIO TINTO PLCRIO640.240 $+112.160 $528.080 $+528.080 $
GENERAL ELECTRIC COGE636.551 $+14.910 $621.641 $+621.641 $
LOCKHEED MARTIN CORPLMT624.672 $+18.556 $606.116 $+606.116 $
MCDONALDS CORPMCD547.670 $+5.939 $541.731 $+541.731 $
RAYMOND JAMES FINANCIAL INCRJF521.290 $+662 $520.628 $+520.628 $
CITIGROUP INCC397.512 $-117.138 $514.650 $+514.650 $
STARBUCKS CORPSBUX501.371 $+74 $501.297 $+501.297 $
SPS COMMERCE INCSPSC451.397 $+46.872 $404.525 $+404.525 $
Eaton Corp plcETN382.212 $-66.888 $449.100 $+449.100 $
Otis Worldwide CorpOTIS407.925 $-19.053 $426.978 $+426.978 $
TARGET CORPTGT420.325 $+34.615 $385.710 $+385.710 $
MORGAN STANLEYMS409.867 $+409.867 $
CATERPILLAR INCCAT401.009 $+67.004 $334.005 $+334.005 $
Lifevantage CorpLFVN202.929 $-117.606 $320.535 $+320.535 $
ROPER TECHNOLOGIES INCROP222.565 $-90.114 $312.679 $+312.679 $
PFIZER INCPFE308.695 $+15.228 $293.467 $+293.467 $
Medtronic plcMDT288.180 $+2.460 $285.720 $+285.720 $
FEDEX CORPFDX288.142 $+53.776 $234.366 $+234.366 $
REALTY INCOME CORPO254.732 $-30.188 $284.920 $+284.920 $
CAPITAL SOUTHWEST CORPCSWC255.168 $+3.341 $251.827 $+251.827 $
WELLTOWER INC.WELL238.269 $+37.152 $201.117 $+201.117 $
Nu Holdings Ltd.NU234.360 $+18.225 $216.135 $+216.135 $
Accenture plcACN214.640 $-4.834 $219.474 $+219.474 $
ARES CAPITAL CORPARCC216.016 $-1.922 $217.938 $+217.938 $
209.510.129 $+4.139.001 $205.780.995 $+205.780.995 $
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