Investments: Buck Wealth Strategies, 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. ($)
663.380.522 $+75.793.561 $607.682.874 $+51.498.518 $556.625.586 $+88.802.579 $471.320.517 $+471.320.517 $
BANK OF AMERICA CORP /DE/BAC389.901.366 $+31.448.020 $358.453.346 $+30.970.987 $327.482.359 $+55.028.149 $272.454.210 $+272.454.210 $
APPFOLIO INCAPPF20.448.572 $+751.535 $19.697.037 $+3.969.975 $15.727.062 $+914.341 $14.812.721 $+14.812.721 $
ALPHA PRO TECH LTDAPT19.760.970 $+5.270 $19.755.700 $+5.687.320 $14.068.380 $+3.477.732 $10.590.648 $+10.590.648 $
MICROSOFT CORPMSFT18.164.266 $-119.895 $18.284.161 $+1.149.502 $17.134.659 $+5.472.158 $11.662.501 $+11.662.501 $
JPMORGAN CHASE & COJPM17.568.543 $+1.000.080 $16.568.463 $+1.430.652 $15.137.811 $+5.192.839 $9.944.972 $+9.944.972 $
AMAZON COM INCAMZN17.370.646 $+1.613.151 $15.757.495 $+560.688 $15.196.807 $+3.546.529 $11.650.278 $+11.650.278 $
MAGNA INTERNATIONAL INCMGA14.468.931 $+953.357 $13.515.574 $+2.457.437 $11.058.137 $+2.361.150 $8.696.987 $+8.696.987 $
Walmart Inc.WMT13.684.796 $+1.487.071 $12.197.725 $+790.101 $11.407.624 $+2.170.333 $9.237.291 $+9.237.291 $
AMGEN INCAMGN12.824.278 $+1.684.414 $11.139.864 $+226.102 $10.913.762 $+408.798 $10.504.964 $+10.504.964 $
LOCKHEED MARTIN CORPLMT12.232.280 $+571.185 $11.661.095 $+1.225.820 $10.435.275 $+1.424.762 $9.010.513 $+9.010.513 $
COCA COLA COKO12.027.404 $+1.500.472 $10.526.932 $-398.891 $10.925.823 $+812.741 $10.113.082 $+10.113.082 $
VERIZON COMMUNICATIONS INCVZ11.992.904 $+343.932 $11.648.972 $+279.757 $11.369.215 $+598.789 $10.770.426 $+10.770.426 $
UNITEDHEALTH GROUP INCUNH11.686.272 $+1.679.751 $10.006.521 $+1.617.329 $8.389.192 $-1.344.019 $9.733.211 $+9.733.211 $
MORGAN STANLEYMS5.520.767 $+157.426 $5.363.341 $-6.236.786 $11.600.127 $+3.198.227 $8.401.900 $+8.401.900 $
PROCTER & GAMBLE CoPG11.271.869 $+1.178.066 $10.093.803 $-69.692 $10.163.495 $+494.798 $9.668.697 $+9.668.697 $
KROGER COKR11.105.713 $+799.904 $10.305.809 $-299.832 $10.605.641 $-392.400 $10.998.041 $+10.998.041 $
GOLDMAN SACHS GROUP INCGS10.229.711 $+9.538.296 $691.415 $+445.082 $246.333 $+246.333 $
ALLSTATE CORPALL9.730.010 $+9.495.831 $234.179 $+574 $233.605 $+233.605 $
WATSCO INCWSO9.159.490 $-310.620 $9.470.110 $-256.552 $9.726.662 $+9.726.662 $
COMCAST CORPCMCSA9.719.839 $+9.719.839 $
SEMPRASRE6.106.485 $+64.780 $6.041.705 $+1.099.450 $4.942.255 $+799.742 $4.142.513 $+4.142.513 $
Otter Tail CorpOTTR5.891.419 $+334.826 $5.556.593 $+458.748 $5.097.845 $+324.646 $4.773.199 $+4.773.199 $
AVISTA CORPAVA5.442.976 $+179.130 $5.263.846 $-37.660 $5.301.506 $+5.301.506 $
BlackRock, Inc.BLK1.716.927 $-2.784.477 $4.501.404 $+2.003.645 $2.497.759 $+809.422 $1.688.337 $+1.688.337 $
NVIDIA CORPNVDA2.576.833 $+826.457 $1.750.376 $+785.269 $965.107 $+583.390 $381.717 $+381.717 $
CATERPILLAR INCCAT1.747.586 $+624.250 $1.123.336 $+593.751 $529.585 $-491.871 $1.021.456 $+1.021.456 $
CHEVRON CORPCVX616.627 $-705.569 $1.322.196 $-114.425 $1.436.621 $-282.841 $1.719.462 $+1.719.462 $
AT&T INC.T298.913 $-887.636 $1.186.549 $-314.038 $1.500.587 $-76.287 $1.576.874 $+1.576.874 $
JOHNSON & JOHNSONJNJ544.948 $-902.245 $1.447.193 $+63.831 $1.383.362 $+1.035.874 $347.488 $+347.488 $
SPS COMMERCE INCSPSC1.325.839 $-33.820 $1.359.659 $+92.645 $1.267.014 $+382.004 $885.010 $+885.010 $
Jazz Pharmaceuticals plcJAZZ1.338.920 $+660.941 $677.979 $+677.979 $
NUCOR CORPNUE1.330.128 $+711.066 $619.062 $+404.544 $214.518 $+214.518 $
BARCLAYS PLCBCS1.290.133 $+247.988 $1.042.145 $+29.010 $1.013.135 $+686.610 $326.525 $+326.525 $
FORD MOTOR COF1.274.334 $+620.907 $653.427 $+454.230 $199.197 $+199.197 $
CELESTICA INCCLS1.238.310 $+267.819 $970.491 $+675.287 $295.204 $+295.204 $
PRICE T ROWE GROUP INCTROW1.111.508 $+1.111.508 $
UNITED PARCEL SERVICE INCUPS1.103.675 $+1.103.675 $
TARGET CORPTGT1.062.176 $+1.062.176 $
Duke Energy CORPDUK824.093 $-129.906 $953.999 $-99.538 $1.053.537 $+1.053.537 $
Medtronic plcMDT898.001 $-145.445 $1.043.446 $+86.437 $957.009 $+957.009 $
DARDEN RESTAURANTS INCDRI675.775 $-291.848 $967.623 $-58.919 $1.026.542 $+1.026.542 $
Public StoragePSA659.597 $-187.488 $847.085 $-175.918 $1.023.003 $+1.023.003 $
GENUINE PARTS COGPC897.417 $-95.251 $992.668 $+51.155 $941.513 $+941.513 $
GRAPHIC PACKAGING HOLDING COGPK957.304 $+957.304 $
Walt Disney CoDIS939.478 $+939.478 $
HP INCHPQ833.265 $-104.415 $937.680 $+35.743 $901.937 $+901.937 $
MERCADOLIBRE INCMELI900.374 $+505.431 $394.943 $+394.943 $
NETFLIX INCNFLX759.268 $-75.180 $834.448 $-44.021 $878.469 $+295.638 $582.831 $+582.831 $
ELI LILLY & CoLLY553.030 $+305.701 $247.329 $+247.329 $
AbbVie Inc.ABBV421.303 $-48.412 $469.715 $+59.599 $410.116 $+99.893 $310.223 $+310.223 $
INTUITIVE SURGICAL INCISRG449.123 $+449.123 $
EXXON MOBIL CORPXOM433.351 $+57.935 $375.416 $-9.742 $385.158 $-34.786 $419.944 $+419.944 $
BERKSHIRE HATHAWAY INCBRK-B350.347 $-44.304 $394.651 $+80.358 $314.293 $+82.621 $231.672 $+231.672 $
CRISPR Therapeutics AGCRSP320.513 $+320.513 $
Mastercard IncMA297.085 $+297.085 $
3M COMMM247.638 $-12.986 $260.624 $-28.461 $289.085 $+289.085 $
GENERAL ELECTRIC COGE240.114 $+240.114 $
LAM RESEARCH CORPLRCX228.012 $-5.911 $233.923 $+233.923 $
MCDONALDS CORPMCD216.521 $-5.844 $222.365 $-4.522 $226.887 $+226.887 $
MCKESSON CORPMCK220.151 $+220.151 $
AMERICAN EXPRESS COAXP207.051 $+207.051 $
663.380.522 $+75.793.561 $607.682.874 $+51.498.518 $556.625.586 $+88.802.579 $471.320.517 $+471.320.517 $
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