Investments: Impact Partnership Wealth, 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. ($)
611.960.169 $+117.961.625 $500.062.567 $+107.679.082 $398.732.137 $+36.168.904 $371.276.625 $+371.276.625 $
BANK OF AMERICA CORP /DE/BAC449.684.780 $+62.527.513 $387.157.267 $+82.298.181 $304.859.086 $+14.878.483 $289.980.603 $+289.980.603 $
FLOW TRADERS U.S. LLC24.186.891 $+24.186.891 $
SPS COMMERCE INCSPSC15.314.722 $-3.449.931 $18.764.653 $+5.002.709 $13.761.944 $+4.024.744 $9.737.200 $+9.737.200 $
BlackRock, Inc.BLK16.738.129 $+2.668.386 $14.069.743 $-2.320.971 $16.390.714 $+1.023.518 $15.367.196 $+15.367.196 $
APPFOLIO INCAPPF13.785.847 $+1.409.564 $12.376.283 $+2.684.604 $9.691.679 $-373.459 $10.065.138 $+10.065.138 $
NVIDIA CORPNVDA7.244.359 $+1.161.918 $6.082.441 $+1.475.849 $4.606.592 $+2.135.185 $2.471.407 $+2.471.407 $
MICROSOFT CORPMSFT4.321.951 $+607.773 $3.714.178 $+687.498 $3.026.680 $+1.167.961 $1.858.719 $+1.858.719 $
MORGAN STANLEYMS3.982.283 $+194.721 $3.787.562 $+1.100.307 $2.687.255 $+919.945 $1.767.310 $+1.767.310 $
ALPHA PRO TECH LTDAPT3.837.871 $+935.962 $2.901.909 $+1.059.101 $1.842.808 $+447.264 $1.395.544 $+1.395.544 $
Walmart Inc.WMT3.468.910 $+1.675.319 $1.793.591 $+407.359 $1.386.232 $+300.258 $1.085.974 $+1.085.974 $
AMAZON COM INCAMZN2.846.241 $+136.308 $2.709.933 $+376.572 $2.333.361 $+926.260 $1.407.101 $+1.407.101 $
BERKSHIRE HATHAWAY INCBRK-B2.214.405 $+1.916.783 $297.622 $-321.249 $618.871 $+386.085 $232.786 $+232.786 $
JPMORGAN CHASE & COJPM1.224.360 $-873.317 $2.097.677 $+463.724 $1.633.953 $+1.633.953 $
CONOCOPHILLIPSCOP2.092.368 $+1.546.719 $545.649 $-761.459 $1.307.108 $+531.570 $775.538 $+775.538 $
ELI LILLY & CoLLY1.980.516 $+1.753.881 $226.635 $+20.048 $206.587 $-503.828 $710.415 $+710.415 $
TARGET CORPTGT1.894.999 $+1.420.069 $474.930 $-20.987 $495.917 $-104.698 $600.615 $+600.615 $
MICRON TECHNOLOGY INCMU679.267 $-1.109.610 $1.788.877 $+1.788.877 $
PALATIN TECHNOLOGIES INCPTNT1.592.110 $+185.834 $1.406.276 $+617.528 $788.748 $+300.578 $488.170 $+488.170 $
LAM RESEARCH CORPLRCX251.674 $-1.302.261 $1.553.935 $+1.553.935 $
PRICE T ROWE GROUP INCTROW1.548.633 $+1.111.673 $436.960 $-21.523 $458.483 $-64.880 $523.363 $+523.363 $
LOCKHEED MARTIN CORPLMT921.496 $+198.616 $722.880 $-754.619 $1.477.499 $+1.477.499 $
UNITEDHEALTH GROUP INCUNH833.686 $+81.675 $752.011 $-689.644 $1.441.655 $+554.152 $887.503 $+887.503 $
EXXON MOBIL CORPXOM1.438.097 $+362.771 $1.075.326 $-10.098 $1.085.424 $-294.728 $1.380.152 $+1.380.152 $
METLIFE INCMET1.355.768 $-69.566 $1.425.334 $+890.961 $534.373 $-761.604 $1.295.977 $+1.295.977 $
AngloGold Ashanti PLCAU1.407.655 $+1.407.655 $
ALLSTATE CORPALL1.395.753 $+362.374 $1.033.379 $+310.356 $723.023 $-32.714 $755.737 $+755.737 $
AppLovin CorpAPP1.374.687 $+1.374.687 $
DTE ENERGY CODTE747.638 $-558.875 $1.306.513 $+1.306.513 $
Accenture plcACN285.292 $-1.002.158 $1.287.450 $+454.774 $832.676 $+208.802 $623.874 $+623.874 $
HP INCHPQ1.257.354 $+836.043 $421.311 $+30.718 $390.593 $-108.482 $499.075 $+499.075 $
MCKESSON CORPMCK1.254.610 $+446.349 $808.261 $+808.261 $
INCYTE CORPINCY1.248.192 $+505.002 $743.190 $+743.190 $
RESMED INCRMD1.232.389 $+498.783 $733.606 $+195.625 $537.981 $+537.981 $
PROCTER & GAMBLE CoPG1.207.145 $+589.248 $617.897 $-13.868 $631.765 $-78.152 $709.917 $+709.917 $
Constellation Energy CorpCEG1.201.774 $+601.685 $600.089 $+600.089 $
Synchrony FinancialSYF1.189.434 $+418.227 $771.207 $+143.999 $627.208 $+175.685 $451.523 $+451.523 $
BERKLEY W R CORPWRB1.061.032 $+207.981 $853.051 $+228.375 $624.676 $-564.131 $1.188.807 $+1.188.807 $
ORACLE CORPORCL1.154.220 $+105.545 $1.048.675 $+367.071 $681.604 $+268.159 $413.445 $+413.445 $
JABIL INCJBL1.121.530 $+444.039 $677.491 $-56.289 $733.780 $+311.237 $422.543 $+422.543 $
VERIZON COMMUNICATIONS INCVZ716.012 $-33.110 $749.122 $+8.228 $740.894 $-379.868 $1.120.762 $+1.120.762 $
CHEVRON CORPCVX1.088.549 $+187.865 $900.684 $+32.766 $867.918 $+575.619 $292.299 $+292.299 $
Vertiv Holdings CoVRT1.018.232 $+1.018.232 $
JOHNSON & JOHNSONJNJ929.902 $+636.107 $293.795 $-541.323 $835.118 $-163.967 $999.085 $+999.085 $
PEPSICO INCPEP990.853 $+990.853 $
TechnipFMC plcFTI975.263 $+400.742 $574.521 $+138.656 $435.865 $+67.302 $368.563 $+368.563 $
Royalty Pharma plcRPRX954.019 $+513.547 $440.472 $+440.472 $
GARTNER INCIT933.436 $+933.436 $
Talen Energy CorpTLN911.986 $+232.654 $679.332 $+679.332 $
AT&T INC.T234.994 $-422.703 $657.697 $-62.397 $720.094 $-189.047 $909.141 $+909.141 $
REGIONS FINANCIAL CORPRF434.344 $-12.613 $446.957 $-462.122 $909.079 $+909.079 $
BARCLAYS PLCBCS244.268 $+4.696 $239.572 $-644.453 $884.025 $+42.823 $841.202 $+841.202 $
Public StoragePSA614.371 $-186.022 $800.393 $+52.106 $748.287 $-106.774 $855.061 $+855.061 $
3M COMMM355.133 $-461.358 $816.491 $-33.400 $849.891 $+849.891 $
Aptiv PLCAPTV840.947 $+840.947 $
JONES LANG LASALLE INCJLL836.464 $+836.464 $
COMCAST CORPCMCSA578.746 $-123.567 $702.313 $-125.502 $827.815 $+827.815 $
Fox CorpFOXA808.925 $+262.918 $546.007 $+546.007 $
AMGEN INCAMGN784.091 $+175.798 $608.293 $+69.265 $539.028 $+539.028 $
Nu Holdings Ltd.NU773.424 $+773.424 $
PFIZER INCPFE767.461 $+155.977 $611.484 $+611.484 $
AECOMACM750.252 $+421.212 $329.040 $+329.040 $
INTEL CORPINTC432.887 $-310.633 $743.520 $+743.520 $
BOEING COBA741.738 $+361.014 $380.724 $+16.351 $364.373 $+119.122 $245.251 $+245.251 $
ADVANCED MICRO DEVICES INCAMD695.630 $+316.071 $379.559 $+153.938 $225.621 $+225.621 $
COCA COLA COKO687.489 $+687.489 $
AbbVie Inc.ABBV365.266 $+121.419 $243.847 $-426.067 $669.914 $+669.914 $
CARDINAL HEALTH INCCAH655.925 $+655.925 $
SYSCO CORPSYY625.115 $+98.224 $526.891 $-4.464 $531.355 $-120.448 $651.803 $+651.803 $
HF Sinclair CorpDINO647.414 $+430.620 $216.794 $+216.794 $
RLI CORPRLI646.374 $+227.132 $419.242 $+191.507 $227.735 $+227.735 $
Duke Energy CORPDUK622.272 $+622.272 $
Medtronic plcMDT602.625 $+602.625 $
DARDEN RESTAURANTS INCDRI370.064 $-216.167 $586.231 $+586.231 $
EPR PROPERTIESEPR583.500 $+336.754 $246.746 $+246.746 $
PACCAR INCPCAR490.933 $-92.119 $583.052 $+583.052 $
CVS HEALTH CorpCVS572.980 $+572.980 $
Phillips 66PSX565.582 $+565.582 $
NNN REIT, INC.NNN555.336 $+343.661 $211.675 $+211.675 $
JANUS HENDERSON GROUP PLCJHG552.108 $+117.846 $434.262 $+30.707 $403.555 $+403.555 $
NEXTERA ENERGY INCNEE549.884 $+549.884 $
HALLIBURTON COHAL392.203 $-36.842 $429.045 $+50.038 $379.007 $-161.915 $540.922 $+540.922 $
BORGWARNER INCBWA511.975 $+511.975 $
FIFTH THIRD BANCORPFITB508.226 $+508.226 $
SMITH A O CORPAOS506.091 $+506.091 $
PEGASYSTEMS INCPEGA499.287 $+100.018 $399.269 $+91.571 $307.698 $+103.646 $204.052 $+204.052 $
WILLIAMS SONOMA INCWSM498.939 $+498.939 $
Merchants BancorpMBIN494.517 $+32.813 $461.704 $-18.439 $480.143 $+480.143 $
FORD MOTOR COF491.862 $+3.219 $488.643 $+488.643 $
OSHKOSH CORPOSK490.041 $+490.041 $
DELTA AIR LINES, INC.DAL472.899 $+472.899 $
HERSHEY COHSY434.157 $-35.680 $469.837 $+36.204 $433.633 $+433.633 $
PAYCHEX INCPAYX437.233 $-29.751 $466.984 $+466.984 $
PILGRIMS PRIDE CORPPPC463.909 $+97.453 $366.456 $+24.043 $342.413 $-12.774 $355.187 $+355.187 $
MGIC INVESTMENT CORPMTG458.648 $+94.545 $364.103 $+90.687 $273.416 $+44.868 $228.548 $+228.548 $
ALLIANT ENERGY CORPLNT366.165 $-92.462 $458.627 $+458.627 $
ETSY INCETSY450.949 $+21.339 $429.610 $+225.226 $204.384 $+204.384 $
Archer-Daniels-Midland CoADM389.128 $-47.009 $436.137 $+436.137 $
DECKERS OUTDOOR CORPDECK433.040 $+433.040 $
EQUITY RESIDENTIALEQR429.304 $+429.304 $
FS Credit Opportunities Corp.FSCO396.478 $+396.478 $
EVERSOURCE ENERGYES395.913 $+395.913 $
Hewlett Packard Enterprise CoHPE392.317 $+161.667 $230.650 $+230.650 $
Kraft Heinz CoKHC391.929 $+391.929 $
Roblox CorpRBLX359.648 $-27.931 $387.579 $+147.723 $239.856 $+239.856 $
LATTICE SEMICONDUCTOR CORPLSCC378.348 $+143.137 $235.211 $+235.211 $
FORMFACTOR INCFORM377.073 $+377.073 $
HOLOGIC INCHOLX374.141 $+374.141 $
EAST WEST BANCORP INCEWBC372.262 $+28.446 $343.816 $+343.816 $
CATERPILLAR INCCAT370.205 $+70.933 $299.272 $+98.885 $200.387 $+200.387 $
ALIGN TECHNOLOGY INCALGN369.900 $+369.900 $
RTX CorpRTX361.497 $+43.587 $317.910 $+69.114 $248.796 $+23.857 $224.939 $+224.939 $
AMDOCS LTDDOX331.783 $-27.993 $359.776 $+359.776 $
MCCORMICK & CO INCMKC342.048 $+342.048 $
FRANKLIN RESOURCES INCBEN304.288 $-31.201 $335.489 $+335.489 $
Palo Alto Networks IncPANW314.315 $+89.722 $224.593 $+224.593 $
Viatris IncVTRS310.864 $+310.864 $
MCDONALDS CORPMCD309.998 $+309.998 $
KEMPER CorpKMPR308.077 $+50.562 $257.515 $+257.515 $
Antero Midstream CorpAM240.264 $-14.048 $254.312 $-51.886 $306.198 $+306.198 $
ANALOG DEVICES INCADI295.580 $+295.580 $
SYNOPSYS INCSNPS290.757 $+290.757 $
NEWMARKET CORPNEU290.174 $+290.174 $
Genpact LTDG289.094 $+289.094 $
ZEBRA TECHNOLOGIES CORPZBRA288.776 $+288.776 $
AMBARELLA INCAMBA280.101 $+280.101 $
Jazz Pharmaceuticals plcJAZZ278.034 $+278.034 $
Planet Labs PBCPL277.125 $+139.433 $137.692 $+137.692 $
Ingredion IncINGR273.271 $+29.843 $243.428 $+243.428 $
Mastercard IncMA271.566 $+15.581 $255.985 $+14.337 $241.648 $-10.494 $252.142 $+252.142 $
RAYMOND JAMES FINANCIAL INCRJF268.755 $+10.351 $258.404 $+18.878 $239.526 $+22.717 $216.809 $+216.809 $
MOLSON COORS BEVERAGE COTAP214.395 $-48.934 $263.329 $+263.329 $
CubeSmartCUBE234.605 $-28.562 $263.167 $+263.167 $
Concentrix CorpCNXC257.801 $+257.801 $
SEMPRASRE257.130 $+44.495 $212.635 $+212.635 $
COGNEX CORPCGNX252.058 $+252.058 $
PROSPERITY BANCSHARES INCPB242.087 $+242.087 $
WATSCO INCWSO239.579 $+239.579 $
LINCOLN NATIONAL CORPLNC236.798 $+236.798 $
IONIS PHARMACEUTICALS INCIONS229.815 $+229.815 $
GENERAL ELECTRIC COGE228.969 $+27.720 $201.249 $+201.249 $
Walt Disney CoDIS228.480 $+1.806 $226.674 $+7.078 $219.596 $+219.596 $
Allison Transmission Holdings IncALSN228.071 $+228.071 $
Permian Resources CorpPR217.669 $-10.151 $227.820 $+227.820 $
MASTEC INCMTZ227.701 $+227.701 $
TRUIST FINANCIAL CORPTFC223.814 $+223.814 $
SILGAN HOLDINGS INCSLGN220.949 $+220.949 $
AMEREN CORPAEE219.792 $+219.792 $
RAYONIER INCRYN217.795 $+217.795 $
Organon & Co.OGN140.840 $-37.448 $178.288 $-38.810 $217.098 $+217.098 $
Bank OZKOZK214.477 $+214.477 $
GAP INCGAP212.746 $+212.746 $
BIOMARIN PHARMACEUTICAL INCBMRN203.904 $+203.904 $
Shift4 Payments, Inc.FOUR201.579 $+201.579 $
Vestis CorpVSTS174.289 $+174.289 $
LEGGETT & PLATT INCLEG150.469 $+150.469 $
FLOWERS FOODS INCFLO149.588 $+149.588 $
PERRIGO Co plcPRGO147.134 $+147.134 $
Huntsman CORPHUN143.661 $+143.661 $
KOHLS CorpKSS138.533 $+138.533 $
MYRIAD GENETICS INCMYGN99.532 $+26.466 $73.066 $+73.066 $
Canopy Growth CorpCGC15.960 $-4.480 $20.440 $+20.440 $
611.960.169 $+117.961.625 $500.062.567 $+107.679.082 $398.732.137 $+36.168.904 $371.276.625 $+371.276.625 $
Erweiterte Einstellungen ×