Investments: National Wealth Management Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
232.452.347 $+22.148.007 $215.382.277 $+77.954.444 $141.887.995 $+141.887.995 $
BANK OF AMERICA CORP /DE/BAC146.175.548 $+13.521.551 $132.653.997 $+37.770.369 $94.883.628 $+94.883.628 $
NVIDIA CORPNVDA10.847.511 $+513.092 $10.334.419 $+3.592.185 $6.742.234 $+6.742.234 $
MICROSOFT CORPMSFT5.321.801 $-401.632 $5.723.433 $+3.162.597 $2.560.836 $+2.560.836 $
APPFOLIO INCAPPF5.663.802 $+417.802 $5.246.000 $+2.418.629 $2.827.371 $+2.827.371 $
BERKSHIRE HATHAWAY INCBRK-B5.230.073 $+22.189 $5.207.884 $+241.857 $4.966.027 $+4.966.027 $
SPS COMMERCE INCSPSC4.883.197 $+383.423 $4.499.774 $+2.344.321 $2.155.453 $+2.155.453 $
PALATIN TECHNOLOGIES INCPTNT4.791.251 $-54.007 $4.845.258 $+1.429.488 $3.415.770 $+3.415.770 $
ALPHA PRO TECH LTDAPT4.362.878 $+635.817 $3.727.061 $+1.700.047 $2.027.014 $+2.027.014 $
AMAZON COM INCAMZN3.877.814 $+151.272 $3.726.542 $+599.796 $3.126.746 $+3.126.746 $
LAM RESEARCH CORPLRCX2.489.737 $-200.501 $2.690.238 $+995.347 $1.694.891 $+1.694.891 $
BlackRock, Inc.BLK2.374.083 $+785.556 $1.588.527 $+775.124 $813.403 $+813.403 $
ANALOG DEVICES INCADI2.246.134 $+1.531.589 $714.545 $+156.864 $557.681 $+557.681 $
GENERAL ELECTRIC COGE2.208.416 $-18.640 $2.227.056 $+608.829 $1.618.227 $+1.618.227 $
UNITEDHEALTH GROUP INCUNH913.160 $-888.677 $1.801.837 $+1.095.628 $706.209 $+706.209 $
PROCTER & GAMBLE CoPG1.463.531 $-109.364 $1.572.895 $+54.405 $1.518.490 $+1.518.490 $
AMGEN INCAMGN1.528.118 $+1.528.118 $
WESTERN DIGITAL CORPWDC1.462.055 $+1.462.055 $
ORACLE CORPORCL993.416 $-407.023 $1.400.439 $+1.070.483 $329.956 $+329.956 $
Walmart Inc.WMT980.466 $-145.312 $1.125.778 $+1.125.778 $
JPMORGAN CHASE & COJPM1.092.275 $+19.710 $1.072.565 $-42.234 $1.114.799 $+1.114.799 $
ADVANCED MICRO DEVICES INCAMD1.055.947 $-52.962 $1.108.909 $+624.179 $484.730 $+484.730 $
MICRON TECHNOLOGY INCMU1.064.442 $+610.262 $454.180 $-242.676 $696.856 $+696.856 $
iShares Bitcoin Trust ETFIBIT686.312 $-238.053 $924.365 $+924.365 $
ELI LILLY & CoLLY910.226 $+1.603 $908.623 $+532.344 $376.279 $+376.279 $
Vertiv Holdings CoVRT909.526 $+59.709 $849.817 $+849.817 $
EMERSON ELECTRIC COEMR560.708 $-347.679 $908.387 $+908.387 $
AMERICAN EXPRESS COAXP856.434 $+555.497 $300.937 $+300.937 $
Fox CorpFOXA854.211 $+854.211 $
Strategy IncMSTR401.148 $-413.399 $814.547 $+814.547 $
US BANCORP \DE\USB791.201 $+531.857 $259.344 $+259.344 $
EMBRAER S.A.EMBJ777.032 $+47.615 $729.417 $+42.715 $686.702 $+686.702 $
FREEPORT-MCMORAN INCFCX763.323 $+763.323 $
NUCOR CORPNUE753.397 $+753.397 $
HALLIBURTON COHAL702.797 $+702.797 $
Edwards Lifesciences CorpEW700.670 $+700.670 $
CINTAS CORPCTAS602.200 $-54.427 $656.627 $-40.510 $697.137 $+697.137 $
Parker-Hannifin CorpPH307.021 $-359.090 $666.111 $+666.111 $
Walt Disney CoDIS622.208 $-30.099 $652.307 $+18.864 $633.443 $+633.443 $
CUMMINS INCCMI649.558 $+649.558 $
Fidelity Ethereum FundFETH511.157 $-128.505 $639.662 $+639.662 $
NICOLET BANKSHARES INCNIC278.815 $-356.587 $635.402 $+635.402 $
CATERPILLAR INCCAT630.119 $+630.119 $
ENBRIDGE INCENB567.742 $-51.907 $619.649 $+36.653 $582.996 $+582.996 $
NEXTERA ENERGY INCNEE381.975 $-223.001 $604.976 $+604.976 $
CONOCOPHILLIPSCOP594.989 $+139.349 $455.640 $+455.640 $
Duke Energy CORPDUK584.503 $+584.503 $
COMCAST CORPCMCSA331.705 $-239.320 $571.025 $+571.025 $
KLA CORPKLAC569.691 $+569.691 $
MCDONALDS CORPMCD498.660 $-44.568 $543.228 $+543.228 $
BECTON DICKINSON & COBDX313.018 $-220.893 $533.911 $+533.911 $
Zoetis Inc.ZTS424.372 $-78.799 $503.171 $+503.171 $
DELTA AIR LINES, INC.DAL500.751 $+500.751 $
Phillips 66PSX488.315 $+488.315 $
CITIGROUP INCC450.197 $-24.625 $474.822 $+80.293 $394.529 $+394.529 $
ACADIA PHARMACEUTICALS INCACAD468.781 $+468.781 $
GSK plcGSK453.197 $+453.197 $
PEPSICO INCPEP330.458 $-119.585 $450.043 $+450.043 $
Mastercard IncMA304.279 $-141.099 $445.378 $+445.378 $
LOCKHEED MARTIN CORPLMT238.518 $-197.349 $435.867 $+435.867 $
AT&T INC.T395.665 $-39.581 $435.246 $+198.582 $236.664 $+236.664 $
NETFLIX INCNFLX333.692 $-90.726 $424.418 $-6.782 $431.200 $+431.200 $
Ascendis Pharma A/SASND410.940 $+410.940 $
FACTSET RESEARCH SYSTEMS INCFDS402.785 $+402.785 $
BP PLCBP398.520 $+398.520 $
COLGATE PALMOLIVE COCL236.193 $-158.153 $394.346 $+394.346 $
ROPER TECHNOLOGIES INCROP389.501 $+389.501 $
AMDOCS LTDDOX385.799 $+385.799 $
JOHNSON & JOHNSONJNJ385.767 $+39.079 $346.688 $+346.688 $
MORGAN STANLEYMS244.322 $-137.690 $382.012 $+382.012 $
TARGET CORPTGT304.999 $-70.322 $375.321 $+375.321 $
LAS VEGAS SANDS CORPLVS375.143 $+375.143 $
EXXON MOBIL CORPXOM374.242 $+97.465 $276.777 $+276.777 $
MPLX LPMPLX367.986 $+367.986 $
STARBUCKS CORPSBUX356.847 $+356.847 $
Constellation Energy CorpCEG328.541 $+43.237 $285.304 $+67.764 $217.540 $+217.540 $
VERIZON COMMUNICATIONS INCVZ287.460 $-33.873 $321.333 $+101.925 $219.408 $+219.408 $
ASML HOLDING NVASML249.277 $-70.193 $319.470 $+319.470 $
BROWN FORMAN CORPBF-A295.470 $+295.470 $
Palo Alto Networks IncPANW290.973 $+290.973 $
REALTY INCOME CORPO290.756 $+26.684 $264.072 $+39.739 $224.333 $+224.333 $
INTUITIVE SURGICAL INCISRG273.552 $+273.552 $
AbbVie Inc.ABBV266.876 $+266.876 $
3M COMMM263.044 $+263.044 $
AppLovin CorpAPP259.759 $+259.759 $
LINDE PLCLIN229.824 $-5.919 $235.743 $+235.743 $
MCKESSON CORPMCK223.939 $+223.939 $
STRYKER CORPSYK223.886 $+223.886 $
CHEVRON CORPCVX221.853 $+221.853 $
SEMPRASRE218.076 $+218.076 $
SHERWIN WILLIAMS COSHW214.832 $+214.832 $
PAYCHEX INCPAYX209.777 $+209.777 $
RTX CorpRTX209.375 $+209.375 $
PLUG POWER INCPLUG139.181 $-25.434 $164.615 $+59.346 $105.269 $+105.269 $
FORD MOTOR COF136.725 $-19.689 $156.414 $+156.414 $
232.452.347 $+22.148.007 $215.382.277 $+77.954.444 $141.887.995 $+141.887.995 $
Erweiterte Einstellungen ×