Investments: IAMS WEALTH MANAGEMENT, 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. ($)
253.806.233 $+29.878.910 $226.296.227 $+226.296.227 $
BANK OF AMERICA CORP /DE/BAC167.446.937 $+18.246.294 $149.200.643 $+149.200.643 $
MORGAN STANLEYMS7.227.171 $+3.871.235 $3.355.936 $+3.355.936 $
MICROSOFT CORPMSFT6.840.853 $+851.757 $5.989.096 $+5.989.096 $
APPFOLIO INCAPPF4.905.253 $-963.377 $5.868.630 $+5.868.630 $
ALPHA PRO TECH LTDAPT5.660.775 $+494.326 $5.166.449 $+5.166.449 $
NVIDIA CORPNVDA5.145.763 $-20.461 $5.166.224 $+5.166.224 $
AMAZON COM INCAMZN4.236.704 $+1.453.216 $2.783.488 $+2.783.488 $
UNITED PARCEL SERVICE INCUPS4.174.987 $+418.676 $3.756.311 $+3.756.311 $
JPMORGAN CHASE & COJPM3.885.142 $+282.717 $3.602.425 $+3.602.425 $
FIRST TRUST ADVISORS LP3.232.567 $-278.535 $3.511.102 $+3.511.102 $
PROCTER & GAMBLE CoPG2.502.944 $-548.695 $3.051.639 $+3.051.639 $
BERKSHIRE HATHAWAY INCBRK-B2.797.247 $+1.272.436 $1.524.811 $+1.524.811 $
Accenture plcACN1.935.516 $-133.951 $2.069.467 $+2.069.467 $
Shell plcSHEL2.015.622 $-43.733 $2.059.355 $+2.059.355 $
ASTRAZENECA PLCAZN1.964.854 $-94.216 $2.059.070 $+2.059.070 $
MCDONALDS CORPMCD1.987.802 $-70.973 $2.058.775 $+2.058.775 $
COMCAST CORPCMCSA1.985.498 $-43.843 $2.029.341 $+2.029.341 $
CONOCOPHILLIPSCOP1.880.488 $+77.737 $1.802.751 $+1.802.751 $
CHEVRON CORPCVX1.523.406 $+123.642 $1.399.764 $+1.399.764 $
AMGEN INCAMGN1.417.305 $+926.350 $490.955 $+490.955 $
PEPSICO INCPEP1.311.668 $-49.559 $1.361.227 $+1.361.227 $
ANALOG DEVICES INCADI1.247.756 $-36.210 $1.283.966 $+1.283.966 $
BlackRock, Inc.BLK1.243.712 $+276.403 $967.309 $+967.309 $
MICROCHIP TECHNOLOGY INCMCHP1.227.151 $+71.694 $1.155.457 $+1.155.457 $
Walmart Inc.WMT834.816 $-333.373 $1.168.189 $+1.168.189 $
INTEL CORPINTC1.136.152 $+1.136.152 $
EQUINIX INCEQIX1.079.931 $-18.230 $1.098.161 $+1.098.161 $
TRUIST FINANCIAL CORPTFC1.019.386 $+1.019.386 $
GOLDMAN SACHS GROUP INCGS1.011.053 $+1.011.053 $
SEMPRASRE930.186 $+5.408 $924.778 $+924.778 $
CINTAS CORPCTAS824.286 $+113.377 $710.909 $+710.909 $
STRYKER CORPSYK807.964 $+129.201 $678.763 $+678.763 $
JOHNSON & JOHNSONJNJ764.609 $-35.245 $799.854 $+799.854 $
ROPER TECHNOLOGIES INCROP779.928 $+119.642 $660.286 $+660.286 $
ELI LILLY & CoLLY754.424 $+754.424 $
RAYMOND JAMES FINANCIAL INCRJF709.356 $+14.951 $694.405 $+694.405 $
RTX CorpRTX656.498 $-41.269 $697.767 $+697.767 $
DIAGEO PLCDEO656.120 $+656.120 $
Walt Disney CoDIS575.056 $+82.068 $492.988 $+492.988 $
CITIGROUP INCC481.091 $-54.039 $535.130 $+535.130 $
VanEck Bitcoin ETFHODL362.592 $-167.110 $529.702 $+529.702 $
SPS COMMERCE INCSPSC495.784 $-13.602 $509.386 $+509.386 $
VERIZON COMMUNICATIONS INCVZ463.992 $+75.342 $388.650 $+388.650 $
AbbVie Inc.ABBV379.719 $-24.456 $404.175 $+404.175 $
REGIONS FINANCIAL CORPRF402.085 $+76.628 $325.457 $+325.457 $
PALATIN TECHNOLOGIES INCPTNT372.030 $+17.222 $354.808 $+354.808 $
SOUTHERN COSO370.737 $+81.026 $289.711 $+289.711 $
Constellation Energy CorpCEG366.019 $+81.360 $284.659 $+284.659 $
UNITEDHEALTH GROUP INCUNH350.247 $+350.247 $
AT&T INC.T339.058 $+105.118 $233.940 $+233.940 $
KROGER COKR304.611 $+101.235 $203.376 $+203.376 $
EQUIFAX INCEFX249.879 $+249.879 $
EVERSOURCE ENERGYES237.182 $+237.182 $
GENERAL ELECTRIC COGE233.488 $+233.488 $
EXXON MOBIL CORPXOM215.067 $-12.971 $228.038 $+228.038 $
FISERV INCFISV214.670 $+214.670 $
253.806.233 $+29.878.910 $226.296.227 $+226.296.227 $
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