Investments: PUREfi 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. ($)
114.035.707 $+2.756.941 $113.773.043 $+11.805.671 $102.533.252 $+24.352.219 $78.403.667 $+78.403.667 $
BANK OF AMERICA CORP /DE/BAC50.985.759 $-1.984.075 $52.969.834 $+4.312.071 $48.657.763 $+12.508.448 $36.149.315 $+36.149.315 $
STRYKER CORPSYK7.500.069 $-379.105 $7.879.174 $-621.511 $8.500.685 $+504.349 $7.996.336 $+7.996.336 $
Walmart Inc.WMT6.049.918 $+2.659.534 $3.390.384 $+873.413 $2.516.971 $+174.456 $2.342.515 $+2.342.515 $
MICROSOFT CORPMSFT4.988.237 $-597.857 $5.586.094 $+403.502 $5.182.592 $+1.621.800 $3.560.792 $+3.560.792 $
BlackRock, Inc.BLK4.561.495 $-389.076 $4.950.571 $+49.953 $4.900.618 $+2.440.654 $2.459.964 $+2.459.964 $
APPFOLIO INCAPPF4.409.037 $+566.321 $3.842.716 $+649.951 $3.192.765 $-58.215 $3.250.980 $+3.250.980 $
ALPHA PRO TECH LTDAPT3.383.520 $+727.001 $2.656.519 $+617.780 $2.038.739 $+526.458 $1.512.281 $+1.512.281 $
AMAZON COM INCAMZN2.958.964 $-227.515 $3.186.479 $-100.720 $3.287.199 $+647.654 $2.639.545 $+2.639.545 $
NVIDIA CORPNVDA2.513.547 $-55.900 $2.569.447 $+730.264 $1.839.183 $+841.111 $998.072 $+998.072 $
ELI LILLY & CoLLY2.362.147 $+499.664 $1.862.483 $+155.348 $1.707.135 $+646.029 $1.061.106 $+1.061.106 $
JOHNSON & JOHNSONJNJ1.950.504 $+177.333 $1.773.171 $+467.464 $1.305.707 $+139.188 $1.166.519 $+1.166.519 $
ORACLE CORPORCL887.035 $-994.179 $1.881.214 $+130.425 $1.750.789 $+762.752 $988.037 $+988.037 $
JPMORGAN CHASE & COJPM1.820.230 $+19.830 $1.800.400 $+214.155 $1.586.245 $+400.416 $1.185.829 $+1.185.829 $
EXXON MOBIL CORPXOM1.643.483 $+428.714 $1.214.769 $+111.867 $1.102.902 $+49.539 $1.053.363 $+1.053.363 $
AbbVie Inc.ABBV1.385.563 $-10.160 $1.395.723 $+313.781 $1.081.942 $+44.601 $1.037.341 $+1.037.341 $
Eaton Corp plcETN924.953 $-106.854 $1.031.807 $+36.519 $995.288 $+327.945 $667.343 $+667.343 $
NEXTERA ENERGY INCNEE1.002.456 $-22.321 $1.024.777 $+134.049 $890.728 $+172.400 $718.328 $+718.328 $
PROCTER & GAMBLE CoPG957.597 $-65.558 $1.023.155 $+54.649 $968.506 $+97.830 $870.676 $+870.676 $
MCDONALDS CORPMCD989.019 $+18.394 $970.625 $+122.748 $847.877 $+88.506 $759.371 $+759.371 $
Accenture plcACN736.736 $+160.253 $576.483 $-135.335 $711.818 $+6.361 $705.457 $+705.457 $
ISHARES GOLD TRUSTIAU719.247 $+84.693 $634.554 $+195.165 $439.389 $+213.513 $225.876 $+225.876 $
Aon plcAON672.866 $-4.621 $677.487 $+9.809 $667.678 $+667.678 $
UNITEDHEALTH GROUP INCUNH611.842 $-20.164 $632.006 $+116.266 $515.740 $+153.213 $362.527 $+362.527 $
CINTAS CORPCTAS502.899 $-42.887 $545.786 $-42.591 $588.377 $+45.778 $542.599 $+542.599 $
ASML HOLDING NVASML586.283 $+586.283 $
LOCKHEED MARTIN CORPLMT539.776 $-13.349 $553.125 $+108.974 $444.151 $+87.230 $356.921 $+356.921 $
Mastercard IncMA232.348 $-320.535 $552.883 $+1.315 $551.568 $+68.440 $483.128 $+483.128 $
LINDE PLCLIN527.444 $+527.444 $
CHEVRON CORPCVX524.138 $-1.363 $525.501 $+115.405 $410.096 $+49.753 $360.343 $+360.343 $
PEPSICO INCPEP463.713 $+20.203 $443.510 $+82.645 $360.865 $-141.734 $502.599 $+502.599 $
GENERAL DYNAMICS CORPGD481.087 $+99.167 $381.920 $+381.920 $
ADVANCED MICRO DEVICES INCAMD440.955 $+79.193 $361.762 $+52.420 $309.342 $+87.526 $221.816 $+221.816 $
SAP SESAP433.351 $+50.706 $382.645 $-57.388 $440.033 $+107.167 $332.866 $+332.866 $
TE Connectivity plcTEL430.676 $+23.228 $407.448 $+140.059 $267.389 $+267.389 $
Zoetis Inc.ZTS378.969 $-50.752 $429.721 $+53.803 $375.918 $+375.918 $
PPL CorpPPL398.072 $-15.482 $413.554 $+127.489 $286.065 $+68.141 $217.924 $+217.924 $
ANALOG DEVICES INCADI362.594 $+17.385 $345.209 $-65.018 $410.227 $+36.328 $373.899 $+373.899 $
Fidelity Ethereum FundFETH405.657 $+114.807 $290.850 $+290.850 $
SEMPRASRE396.952 $+500 $396.452 $+108.981 $287.471 $+51.127 $236.344 $+236.344 $
PAYCHEX INCPAYX318.928 $-34.225 $353.153 $+412 $352.741 $+56.986 $295.755 $+295.755 $
UBS Group AGUBS321.391 $+321.391 $
RTX CorpRTX311.963 $+26.498 $285.465 $+27.436 $258.029 $+258.029 $
TYLER TECHNOLOGIES INCTYL236.054 $-37.559 $273.613 $-34.664 $308.277 $+5.954 $302.323 $+302.323 $
INTUITIVE SURGICAL INCISRG302.436 $+77.032 $225.404 $-45.214 $270.618 $+41.803 $228.815 $+228.815 $
STARBUCKS CORPSBUX298.807 $+12.372 $286.435 $+286.435 $
WELLTOWER INC.WELL229.228 $-40.476 $269.704 $-9.623 $279.327 $+279.327 $
Bank of New York Mellon CorpBK276.062 $+10.744 $265.318 $+42.554 $222.764 $-17.859 $240.623 $+240.623 $
MERCADOLIBRE INCMELI247.716 $-18.874 $266.590 $+266.590 $
BOSTON SCIENTIFIC CORPBSX263.210 $+263.210 $
BERKLEY W R CORPWRB237.146 $-21.983 $259.129 $+19.911 $239.218 $+31.715 $207.503 $+207.503 $
POOL CORPPOOL232.310 $-13.775 $246.085 $+246.085 $
PALATIN TECHNOLOGIES INCPTNT232.497 $-6.291 $238.788 $+238.788 $
Allegion plcALLE213.355 $-24.294 $237.649 $+237.649 $
NETFLIX INCNFLX227.556 $+227.556 $
Phillips 66PSX222.634 $+222.634 $
WILLIS TOWERS WATSON PLCWTW221.779 $+221.779 $
Constellation Energy CorpCEG219.734 $+219.734 $
AMERICAN EXPRESS COAXP217.161 $+217.161 $
NICOLET BANKSHARES INCNIC202.420 $-12.969 $215.389 $+215.389 $
Palo Alto Networks IncPANW215.344 $+215.344 $
TELEDYNE TECHNOLOGIES INCTDY208.630 $+208.630 $
HUBSPOT INCHUBS203.170 $-5.351 $208.521 $+208.521 $
ROLLINS INCROL207.129 $+5.005 $202.124 $+202.124 $
ICON PLCICLR202.300 $+202.300 $
MeiraGTx Holdings plcMGTX130.400 $+62.600 $67.800 $+67.800 $
114.035.707 $+2.756.941 $113.773.043 $+11.805.671 $102.533.252 $+24.352.219 $78.403.667 $+78.403.667 $
Erweiterte Einstellungen ×