Investments: Premier Path Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
732.939.099 $+3.007.277 $730.591.433 $+129.688.488 $601.848.504 $+601.848.504 $
BANK OF AMERICA CORP /DE/BAC375.138.070 $-20.802.347 $395.940.417 $+66.950.032 $328.990.385 $+328.990.385 $
BlackRock, Inc.BLK57.351.815 $+6.324.382 $51.027.433 $+7.165.630 $43.861.803 $+43.861.803 $
APPFOLIO INCAPPF41.409.081 $+5.087.078 $36.322.003 $+4.981.977 $31.340.026 $+31.340.026 $
MICROSOFT CORPMSFT26.225.867 $-1.797.603 $28.023.470 $+8.686.924 $19.336.546 $+19.336.546 $
NVIDIA CORPNVDA27.954.827 $+1.055.805 $26.899.022 $+11.942.335 $14.956.687 $+14.956.687 $
ALPHA PRO TECH LTDAPT25.631.349 $+6.517.490 $19.113.859 $+6.647.293 $12.466.566 $+12.466.566 $
AMAZON COM INCAMZN16.079.017 $+2.460.492 $13.618.525 $+2.230.584 $11.387.941 $+11.387.941 $
JPMORGAN CHASE & COJPM8.491.620 $+375.138 $8.116.482 $+2.119.392 $5.997.090 $+5.997.090 $
ELI LILLY & CoLLY7.032.114 $+2.321.009 $4.711.105 $-365.309 $5.076.414 $+5.076.414 $
BERKSHIRE HATHAWAY INCBRK-B6.680.906 $+587.977 $6.092.929 $-269.423 $6.362.352 $+6.362.352 $
EXXON MOBIL CORPXOM4.417.966 $+381.295 $4.036.671 $-120.027 $4.156.698 $+4.156.698 $
NETFLIX INCNFLX3.466.776 $-843.341 $4.310.117 $+1.052.790 $3.257.327 $+3.257.327 $
JOHNSON & JOHNSONJNJ3.859.428 $+613.728 $3.245.700 $+224.681 $3.021.019 $+3.021.019 $
Walmart Inc.WMT3.857.147 $+837.366 $3.019.781 $+658.329 $2.361.452 $+2.361.452 $
GENERAL ELECTRIC COGE3.490.541 $-94.758 $3.585.299 $+957.774 $2.627.525 $+2.627.525 $
RTX CorpRTX3.525.642 $+69.021 $3.456.621 $+618.907 $2.837.714 $+2.837.714 $
PALATIN TECHNOLOGIES INCPTNT3.357.661 $+63.433 $3.294.228 $+1.791.694 $1.502.534 $+1.502.534 $
Bank of New York Mellon CorpBK3.254.802 $+639.992 $2.614.810 $+667.861 $1.946.949 $+1.946.949 $
Mastercard IncMA3.197.850 $+253.921 $2.943.929 $+363.627 $2.580.302 $+2.580.302 $
AT&T INC.T1.336.926 $-224.251 $1.561.177 $-1.290.733 $2.851.910 $+2.851.910 $
UNITEDHEALTH GROUP INCUNH1.574.614 $+363.006 $1.211.608 $-1.521.824 $2.733.432 $+2.733.432 $
AbbVie Inc.ABBV2.699.040 $+75.574 $2.623.466 $+277.993 $2.345.473 $+2.345.473 $
LOCKHEED MARTIN CORPLMT2.598.648 $-66.987 $2.665.635 $+271.400 $2.394.235 $+2.394.235 $
Eaton Corp plcETN2.152.774 $-389.465 $2.542.239 $+663.787 $1.878.452 $+1.878.452 $
Walt Disney CoDIS2.393.260 $-18.734 $2.411.994 $+479.349 $1.932.645 $+1.932.645 $
CHEVRON CORPCVX2.149.037 $-244.567 $2.393.604 $+261.642 $2.131.962 $+2.131.962 $
GOLDMAN SACHS GROUP INCGS2.210.842 $+443.646 $1.767.196 $+658.608 $1.108.588 $+1.108.588 $
ORACLE CORPORCL1.531.725 $-665.156 $2.196.881 $+1.239.565 $957.316 $+957.316 $
VERIZON COMMUNICATIONS INCVZ1.693.583 $-278.955 $1.972.538 $-126.286 $2.098.824 $+2.098.824 $
AMERICAN EXPRESS COAXP2.091.188 $+270.412 $1.820.776 $+565.355 $1.255.421 $+1.255.421 $
Parker-Hannifin CorpPH2.062.919 $+522.358 $1.540.561 $+389.293 $1.151.268 $+1.151.268 $
CITIGROUP INCC2.055.534 $+448.681 $1.606.853 $+578.570 $1.028.283 $+1.028.283 $
BOEING COBA1.846.036 $-148.098 $1.994.134 $+317.564 $1.676.570 $+1.676.570 $
COMCAST CORPCMCSA1.250.919 $-565.447 $1.816.366 $-163.218 $1.979.584 $+1.979.584 $
CVS HEALTH CorpCVS1.880.721 $-94.877 $1.975.598 $-1.841 $1.977.439 $+1.977.439 $
MORGAN STANLEYMS1.928.127 $+324.245 $1.603.882 $+492.385 $1.111.497 $+1.111.497 $
CATERPILLAR INCCAT1.908.595 $+422.290 $1.486.305 $+530.256 $956.049 $+956.049 $
PFIZER INCPFE1.703.104 $-165.696 $1.868.800 $+257.202 $1.611.598 $+1.611.598 $
NICOLET BANKSHARES INCNIC1.356.743 $-468.508 $1.825.251 $+310.428 $1.514.823 $+1.514.823 $
NEXTERA ENERGY INCNEE1.787.141 $+65.493 $1.721.648 $+130.542 $1.591.106 $+1.591.106 $
ADVANCED MICRO DEVICES INCAMD1.561.375 $+644.884 $916.491 $-850.092 $1.766.583 $+1.766.583 $
Medtronic plcMDT1.595.020 $-94.131 $1.689.151 $+111.335 $1.577.816 $+1.577.816 $
PROCTER & GAMBLE CoPG1.026.425 $-250.064 $1.276.489 $-373.904 $1.650.393 $+1.650.393 $
INTUITIVE SURGICAL INCISRG1.639.197 $+368.754 $1.270.443 $-128.243 $1.398.686 $+1.398.686 $
MCDONALDS CORPMCD1.478.536 $-2.067 $1.480.603 $-83.173 $1.563.776 $+1.563.776 $
GENERAL DYNAMICS CORPGD1.504.197 $-49.399 $1.553.596 $+319.626 $1.233.970 $+1.233.970 $
AMGEN INCAMGN1.538.606 $+212.633 $1.325.973 $-118.881 $1.444.854 $+1.444.854 $
NUCOR CORPNUE1.431.647 $-47.036 $1.478.683 $+151.212 $1.327.471 $+1.327.471 $
EQUIFAX INCEFX1.146.229 $-328.849 $1.475.078 $+15.174 $1.459.904 $+1.459.904 $
DEERE & CODE1.421.443 $-25.365 $1.446.808 $+10.342 $1.436.466 $+1.436.466 $
FISERV INCFISV957.344 $-481.779 $1.439.123 $+833.044 $606.079 $+606.079 $
LINDE PLCLIN1.049.052 $-385.358 $1.434.410 $+123.019 $1.311.391 $+1.311.391 $
ASML HOLDING NVASML1.190.072 $-210.182 $1.400.254 $+197.729 $1.202.525 $+1.202.525 $
Booking Holdings Inc.BKNG1.351.343 $+237.279 $1.114.064 $+168.100 $945.964 $+945.964 $
BECTON DICKINSON & COBDX1.081.162 $-256.278 $1.337.440 $+1.871 $1.335.569 $+1.335.569 $
GSK plcGSK1.131.624 $-191.381 $1.323.005 $+17.059 $1.305.946 $+1.305.946 $
BROWN FORMAN CORPBF-A799.834 $-361.225 $1.161.059 $-157.442 $1.318.501 $+1.318.501 $
MICROCHIP TECHNOLOGY INCMCHP1.133.897 $-175.411 $1.309.308 $+151.596 $1.157.712 $+1.157.712 $
Kraft Heinz CoKHC797.304 $-379.203 $1.176.507 $-131.685 $1.308.192 $+1.308.192 $
PEPSICO INCPEP1.288.121 $+172.466 $1.115.655 $-187.623 $1.303.278 $+1.303.278 $
MICRON TECHNOLOGY INCMU1.292.195 $+586.857 $705.338 $+352.434 $352.904 $+352.904 $
Palo Alto Networks IncPANW1.190.378 $-76.631 $1.267.009 $+218.635 $1.048.374 $+1.048.374 $
PRICE T ROWE GROUP INCTROW959.249 $-298.443 $1.257.692 $+138.571 $1.119.121 $+1.119.121 $
CARMAX INCKMX831.282 $-106.568 $937.850 $-259.235 $1.197.085 $+1.197.085 $
DIAGEO PLCDEO766.595 $-384.638 $1.151.233 $-6.382 $1.157.615 $+1.157.615 $
AKAMAI TECHNOLOGIES INCAKAM1.030.684 $-112.610 $1.143.294 $+1.143.294 $
Legacy Housing CorpLEGH797.821 $-326.568 $1.124.389 $+16.979 $1.107.410 $+1.107.410 $
SCHWAB CHARLES CORPSCHW1.123.101 $+256.611 $866.490 $+254.572 $611.918 $+611.918 $
INTEL CORPINTC1.061.621 $+244.570 $817.051 $+388.508 $428.543 $+428.543 $
COCA COLA COKO1.010.029 $+27.565 $982.464 $+4.278 $978.186 $+978.186 $
Trane Technologies plcTT889.711 $-70.670 $960.381 $+170.977 $789.404 $+789.404 $
COPART INCCPRT662.379 $-17.522 $679.901 $-263.398 $943.299 $+943.299 $
3M COMMM940.988 $+56.850 $884.138 $+142.789 $741.349 $+741.349 $
AppLovin CorpAPP940.653 $+248.699 $691.954 $+691.954 $
Zoetis Inc.ZTS481.581 $-257.268 $738.849 $-174.718 $913.567 $+913.567 $
BOSTON SCIENTIFIC CORPBSX832.937 $-57.163 $890.100 $+12.437 $877.663 $+877.663 $
Accenture plcACN810.666 $+217.443 $593.223 $-277.090 $870.313 $+870.313 $
EMERSON ELECTRIC COEMR827.244 $-34.674 $861.918 $+235.983 $625.935 $+625.935 $
WELLTOWER INC.WELL859.096 $+46.421 $812.675 $+134.414 $678.261 $+678.261 $
Constellation Energy CorpCEG829.747 $+51.269 $778.478 $+361.306 $417.172 $+417.172 $
LAM RESEARCH CORPLRCX827.846 $+258.789 $569.057 $+268.623 $300.434 $+300.434 $
CUMMINS INCCMI816.210 $+180.543 $635.667 $+208.762 $426.905 $+426.905 $
ANALOG DEVICES INCADI661.153 $-112.392 $773.545 $+248.733 $524.812 $+524.812 $
Phillips 66PSX594.874 $-174.727 $769.601 $+125.776 $643.825 $+643.825 $
MERCADOLIBRE INCMELI633.485 $-105.509 $738.994 $+229.407 $509.587 $+509.587 $
HEICO CORPHEI634.022 $-75.314 $709.336 $+87.887 $621.449 $+621.449 $
TransDigm Group INCTDG693.291 $+74.705 $618.586 $-64.524 $683.110 $+683.110 $
KLA CORPKLAC691.028 $+132.626 $558.402 $+204.423 $353.979 $+353.979 $
CONOCOPHILLIPSCOP655.737 $-25.783 $681.520 $+180.365 $501.155 $+501.155 $
SHERWIN WILLIAMS COSHW531.529 $-121.299 $652.828 $+252.527 $400.301 $+400.301 $
STRYKER CORPSYK632.838 $-16.689 $649.527 $+26.736 $622.791 $+622.791 $
CSX CORPCSX640.219 $+70.426 $569.793 $+138.437 $431.356 $+431.356 $
PAYCHEX INCPAYX251.819 $-243.276 $495.095 $-144.285 $639.380 $+639.380 $
CINTAS CORPCTAS627.074 $-37 $627.111 $+46.467 $580.644 $+580.644 $
Duke Energy CORPDUK588.746 $-28.519 $617.265 $+131.702 $485.563 $+485.563 $
ALLSTATE CORPALL600.883 $+57.652 $543.231 $+69.087 $474.144 $+474.144 $
STARBUCKS CORPSBUX373.917 $-89.118 $463.035 $-117.962 $580.997 $+580.997 $
FASTENAL COFAST474.600 $-84.897 $559.497 $+235.726 $323.771 $+323.771 $
METLIFE INCMET505.137 $+2.351 $502.786 $-53.784 $556.570 $+556.570 $
Synchrony FinancialSYF544.297 $+138.921 $405.376 $+138.505 $266.871 $+266.871 $
Roblox CorpRBLX290.736 $-250.046 $540.782 $+540.782 $
FORD MOTOR COF521.513 $+128.589 $392.924 $+149.295 $243.629 $+243.629 $
MCKESSON CORPMCK521.001 $+140.802 $380.199 $+81.969 $298.230 $+298.230 $
TE Connectivity plcTEL509.850 $+51.390 $458.460 $+175.255 $283.205 $+283.205 $
Strategy IncMSTR482.026 $+239.303 $242.723 $+242.723 $
SYSCO CORPSYY337.331 $-129.894 $467.225 $+114.687 $352.538 $+352.538 $
STATE STREET CORPSTT447.213 $+106.550 $340.663 $+68.223 $272.440 $+272.440 $
EQUINIX INCEQIX422.154 $+13.303 $408.851 $-37.145 $445.996 $+445.996 $
Monster Beverage CorpMNST435.332 $+82.224 $353.108 $+96.439 $256.669 $+256.669 $
PARK AEROSPACE CORPPKE425.669 $+12.401 $413.268 $+27.320 $385.948 $+385.948 $
PACCAR INCPCAR424.132 $+65.952 $358.180 $+14.805 $343.375 $+343.375 $
RESMED INCRMD332.182 $-71.860 $404.042 $+147.958 $256.084 $+256.084 $
FIFTH THIRD BANCORPFITB401.489 $+15.419 $386.070 $+48.950 $337.120 $+337.120 $
SOUTHERN COSO383.961 $-9.260 $393.221 $+82.134 $311.087 $+311.087 $
AFLAC INCAFL268.011 $-60.666 $328.677 $-57.931 $386.608 $+386.608 $
REALTY INCOME CORPO370.168 $-2.192 $372.360 $-9.334 $381.694 $+381.694 $
CARDINAL HEALTH INCCAH375.140 $+108.857 $266.283 $+36.345 $229.938 $+229.938 $
FREEPORT-MCMORAN INCFCX371.934 $+155.143 $216.791 $-69.935 $286.726 $+286.726 $
Public StoragePSA300.242 $-35.113 $335.355 $-34.567 $369.922 $+369.922 $
TARGET CORPTGT251.928 $-9.297 $261.225 $-106.601 $367.826 $+367.826 $
FEDEX CORPFDX365.426 $+95.173 $270.253 $+270.253 $
COLGATE PALMOLIVE COCL353.022 $+139.023 $213.999 $-60.636 $274.635 $+274.635 $
KROGER COKR312.275 $-30.505 $342.780 $+18.206 $324.574 $+324.574 $
Edwards Lifesciences CorpEW316.917 $-9.250 $326.167 $+49.656 $276.511 $+276.511 $
CHIPOTLE MEXICAN GRILL INCCMG226.995 $+12.038 $214.957 $-103.511 $318.468 $+318.468 $
AUTOZONE INCAZO316.190 $+66.369 $249.821 $+249.821 $
DARDEN RESTAURANTS INCDRI222.296 $-93.892 $316.188 $+47.970 $268.218 $+268.218 $
NASDAQ, INC.NDAQ308.884 $+72.457 $236.427 $+236.427 $
Otis Worldwide CorpOTIS211.212 $-52.381 $263.593 $-44.046 $307.639 $+307.639 $
ATMOS ENERGY CORPATO287.653 $-3.305 $290.958 $+47.494 $243.464 $+243.464 $
GARMIN LTDGRMN234.697 $-50.180 $284.877 $+284.877 $
XCEL ENERGY INCXEL267.336 $-9.092 $276.428 $+60.058 $216.370 $+216.370 $
DOVER CorpDOV270.700 $+31.799 $238.901 $-31.295 $270.196 $+270.196 $
SEMPRASRE263.671 $+39.531 $224.140 $+14.770 $209.370 $+209.370 $
UNITED PARCEL SERVICE INCUPS212.140 $-46.196 $258.336 $+258.336 $
DELTA AIR LINES, INC.DAL250.118 $+250.118 $
TORONTO DOMINION BANKTD248.782 $+34.916 $213.866 $+213.866 $
Hewlett Packard Enterprise CoHPE244.488 $+244.488 $
GARTNER INCIT239.877 $+239.877 $
EVERSOURCE ENERGYES235.303 $+235.303 $
Archer-Daniels-Midland CoADM226.023 $-8.936 $234.959 $+234.959 $
EXELON CORPEXC229.414 $+1.258 $228.156 $+20.658 $207.498 $+207.498 $
SYNOPSYS INCSNPS227.155 $+227.155 $
DTE ENERGY CODTE208.766 $+208.766 $
FAIR ISAAC CORPFICO202.858 $+202.858 $
Arbutus Biopharma CorpABUS192.400 $+10.800 $181.600 $+42.000 $139.600 $+139.600 $
VALLEY NATIONAL BANCORPVLY124.614 $+124.614 $
732.939.099 $+3.007.277 $730.591.433 $+129.688.488 $601.848.504 $+601.848.504 $
Erweiterte Einstellungen ×