Investments: LongView 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. ($)
334.807.038 $+33.973.764 $300.833.274 $+27.787.612 $273.347.543 $+3.676.669 $269.670.874 $+269.670.874 $
BANK OF AMERICA CORP /DE/BAC242.584.218 $+26.313.427 $216.270.791 $+24.125.990 $192.144.801 $+6.736.577 $185.408.224 $+185.408.224 $
APPFOLIO INCAPPF15.469.313 $+1.098.968 $14.370.345 $+2.526.555 $11.843.790 $-2.176.705 $14.020.495 $+14.020.495 $
GENUINE PARTS COGPC8.992.193 $+631.413 $8.360.780 $-1.799.462 $10.160.242 $+111.853 $10.048.389 $+10.048.389 $
BlackRock, Inc.BLK6.775.095 $+2.799.668 $3.975.427 $+189.295 $3.786.132 $-1.643.636 $5.429.768 $+5.429.768 $
MICROSOFT CORPMSFT4.342.777 $-338.623 $4.681.400 $+129.095 $4.552.305 $+826.894 $3.725.411 $+3.725.411 $
BERKSHIRE HATHAWAY INCBRK-B4.367.303 $+41.038 $4.326.265 $+450.553 $3.875.712 $-694.564 $4.570.276 $+4.570.276 $
AMAZON COM INCAMZN4.500.542 $+521.934 $3.978.608 $-46.321 $4.024.929 $+514.822 $3.510.107 $+3.510.107 $
NVIDIA CORPNVDA3.700.101 $-6.676 $3.706.777 $+429.455 $3.277.322 $+934.823 $2.342.499 $+2.342.499 $
COCA COLA COKO3.580.502 $+317.604 $3.262.898 $-209.994 $3.472.892 $-56.678 $3.529.570 $+3.529.570 $
SOUTHERN COSO3.013.886 $-434.533 $3.448.419 $+70.504 $3.377.915 $-201.184 $3.579.099 $+3.579.099 $
AFLAC INCAFL3.558.623 $+79.538 $3.479.085 $+121.557 $3.357.528 $+427.232 $2.930.296 $+2.930.296 $
ALPHA PRO TECH LTDAPT3.096.218 $+921.201 $2.175.017 $+601.165 $1.573.852 $+40.044 $1.533.808 $+1.533.808 $
UNITED PARCEL SERVICE INCUPS1.799.348 $+404.731 $1.394.617 $-1.281.101 $2.675.718 $-269.044 $2.944.762 $+2.944.762 $
JOHNSON & JOHNSONJNJ2.903.495 $+355.431 $2.548.064 $+476.957 $2.071.107 $-244.684 $2.315.791 $+2.315.791 $
REALTY INCOME CORPO2.650.143 $+117.229 $2.532.914 $+350.894 $2.182.020 $+58.612 $2.123.408 $+2.123.408 $
EXXON MOBIL CORPXOM2.230.586 $+62.887 $2.167.699 $+58.598 $2.109.101 $-294.076 $2.403.177 $+2.403.177 $
Walmart Inc.WMT2.386.369 $+305.940 $2.080.429 $+101.658 $1.978.771 $+97.747 $1.881.024 $+1.881.024 $
AbbVie Inc.ABBV1.730.158 $+250.911 $1.479.247 $+265.233 $1.214.014 $-187.568 $1.401.582 $+1.401.582 $
Duke Energy CORPDUK1.383.011 $-80.174 $1.463.185 $+64.564 $1.398.621 $-162.575 $1.561.196 $+1.561.196 $
AT&T INC.T767.400 $-128.542 $895.942 $-91.369 $987.311 $-198.905 $1.186.216 $+1.186.216 $
PROCTER & GAMBLE CoPG897.536 $-71.447 $968.983 $+30.470 $938.513 $-178.405 $1.116.918 $+1.116.918 $
AMERICAN EXPRESS COAXP1.033.167 $+68.663 $964.504 $+39.614 $924.890 $+172.860 $752.030 $+752.030 $
JPMORGAN CHASE & COJPM968.096 $+1.608 $966.488 $+73.745 $892.743 $+70.280 $822.463 $+822.463 $
WELLTOWER INC.WELL876.023 $-6.131 $882.154 $+132.055 $750.099 $+3.737 $746.362 $+746.362 $
Strategy IncMSTR324.460 $-319.960 $644.420 $-164.040 $808.460 $+231.920 $576.540 $+576.540 $
MCDONALDS CORPMCD622.341 $-16.636 $638.977 $+13.845 $625.132 $-72.841 $697.973 $+697.973 $
PEPSICO INCPEP641.572 $-14.238 $655.810 $+51.863 $603.947 $-88.204 $692.151 $+692.151 $
UNITEDHEALTH GROUP INCUNH325.618 $-4.144 $329.762 $+8.803 $320.959 $-297.430 $618.389 $+618.389 $
RIO TINTO PLCRIO615.098 $+126.059 $489.039 $+56.512 $432.527 $-12.450 $444.977 $+444.977 $
FASTENAL COFAST511.618 $-86.727 $598.345 $+88.125 $510.220 $+41.711 $468.509 $+468.509 $
PALATIN TECHNOLOGIES INCPTNT439.196 $-98.578 $537.774 $+135.903 $401.871 $+136.180 $265.691 $+265.691 $
CHEVRON CORPCVX346.970 $-35.768 $382.738 $+21.726 $361.012 $-172.137 $533.149 $+533.149 $
ELI LILLY & CoLLY498.219 $+168.773 $329.446 $-4.686 $334.132 $-21.484 $355.616 $+355.616 $
DELTA AIR LINES, INC.DAL392.081 $+82.414 $309.667 $+41.363 $268.304 $+32.537 $235.767 $+235.767 $
AMEREN CORPAEE372.028 $-12.805 $384.833 $+33.180 $351.653 $-13.255 $364.908 $+364.908 $
AUTOZONE INCAZO310.024 $-67.517 $377.541 $+50.865 $326.676 $-8.849 $335.525 $+335.525 $
VERIZON COMMUNICATIONS INCVZ292.081 $-24.387 $316.468 $+66.121 $250.347 $-114.588 $364.935 $+364.935 $
Walt Disney CoDIS302.646 $-23.025 $325.671 $-36.421 $362.092 $+73.507 $288.585 $+288.585 $
GENERAL ELECTRIC COGE354.614 $+25.652 $328.962 $+48.868 $280.094 $-5.069 $285.163 $+285.163 $
STARBUCKS CORPSBUX353.872 $+21.368 $332.504 $+21.232 $311.272 $-23.733 $335.005 $+335.005 $
CATERPILLAR INCCAT351.856 $+85.360 $266.496 $+32.693 $233.803 $+233.803 $
COMCAST CORPCMCSA208.710 $-47.222 $255.932 $-38.713 $294.645 $-53.875 $348.520 $+348.520 $
Brookfield Renewable CorpBEPC346.163 $+38.602 $307.561 $+14.654 $292.907 $+68.555 $224.352 $+224.352 $
NATIONAL GRID PLCNGG281.712 $+20.609 $261.103 $-79.100 $340.203 $+29.868 $310.335 $+310.335 $
INSMED IncINSM335.440 $+47.420 $288.020 $+288.020 $
SPS COMMERCE INCSPSC331.451 $+51.696 $279.755 $+279.755 $
RTX CorpRTX305.329 $+58.701 $246.628 $+27.802 $218.826 $+14.917 $203.909 $+203.909 $
CONOCOPHILLIPSCOP256.556 $+2.571 $253.985 $+11.866 $242.119 $-62.229 $304.348 $+304.348 $
SCHWAB CHARLES CORPSCHW301.881 $+43.631 $258.250 $+258.250 $
Allegion plcALLE274.482 $-27.013 $301.495 $+56.491 $245.004 $+23.222 $221.782 $+221.782 $
SHERWIN WILLIAMS COSHW300.052 $+10.579 $289.473 $+1.394 $288.079 $-4.891 $292.970 $+292.970 $
LOCKHEED MARTIN CORPLMT296.389 $+28.089 $268.300 $+19.487 $248.813 $+8.930 $239.883 $+239.883 $
ISHARES GOLD TRUSTIAU280.141 $+280.141 $
NEXTERA ENERGY INCNEE225.285 $+15.636 $209.649 $-58.591 $268.240 $-4.781 $273.021 $+273.021 $
MICRON TECHNOLOGY INCMU266.348 $+266.348 $
Mastercard IncMA231.042 $-11.840 $242.882 $-11.115 $253.997 $+6.247 $247.750 $+247.750 $
GENERAL DYNAMICS CORPGD207.541 $+207.541 $
334.807.038 $+33.973.764 $300.833.274 $+27.787.612 $273.347.543 $+3.676.669 $269.670.874 $+269.670.874 $
Erweiterte Einstellungen ×