Investments: Philip James Wealth Mangement, 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. ($)
827.465.957 $+5.649.365 $822.031.041 $+75.547.632 $747.697.903 $-40.643.653 $788.424.539 $+788.424.539 $
BANK OF AMERICA CORP /DE/BAC356.976.384 $-1.490.886 $358.467.270 $+43.203.061 $315.264.209 $+320.951 $314.943.258 $+314.943.258 $
BERKSHIRE HATHAWAY INCBRK-B222.452.243 $-2.067.678 $224.519.921 $+5.760.264 $218.759.657 $-36.444.459 $255.204.116 $+255.204.116 $
EXXON MOBIL CORPXOM55.694.579 $+3.279.666 $52.414.913 $+1.779.033 $50.635.880 $-6.084.451 $56.720.331 $+56.720.331 $
INTEL CORPINTC26.136.384 $+1.186.307 $24.950.077 $+8.228.656 $16.721.421 $-209.088 $16.930.509 $+16.930.509 $
JOHNSON & JOHNSONJNJ17.593.837 $+1.702.534 $15.891.303 $+2.471.778 $13.419.525 $+580.943 $12.838.582 $+12.838.582 $
Organon & Co.OGN1.643.579 $-3.100.178 $4.743.757 $-3.753.705 $8.497.462 $-4.684.729 $13.182.191 $+13.182.191 $
PEPSICO INCPEP11.545.817 $+36.490 $11.509.327 $+945.107 $10.564.220 $+6.587.085 $3.977.135 $+3.977.135 $
PFIZER INCPFE10.139.518 $-367.165 $10.506.683 $+841.743 $9.664.940 $+1.265.595 $8.399.345 $+8.399.345 $
CHEVRON CORPCVX10.133.550 $+2.199.870 $7.933.680 $+609.824 $7.323.856 $+1.265.983 $6.057.873 $+6.057.873 $
MORGAN STANLEYMS9.928.929 $+777.638 $9.151.291 $+9.151.291 $
WELLS FARGO & COMPANY/MNWFC8.109.679 $+493.709 $7.615.970 $+1.224.700 $6.391.270 $+731.949 $5.659.321 $+5.659.321 $
CONOCOPHILLIPSCOP6.667.840 $-299.186 $6.967.026 $+261.653 $6.705.373 $-1.227.943 $7.933.316 $+7.933.316 $
HP INCHPQ3.078.451 $-2.687.338 $5.765.789 $-78.781 $5.844.570 $-2.054.252 $7.898.822 $+7.898.822 $
FEDEX CORPFDX7.289.960 $+1.216.202 $6.073.758 $+71.850 $6.001.908 $-254.218 $6.256.126 $+6.256.126 $
Kraft Heinz CoKHC3.507.496 $-2.225.132 $5.732.628 $+239.965 $5.492.663 $-184.693 $5.677.356 $+5.677.356 $
BlackRock, Inc.BLK4.937.524 $-164.239 $5.101.763 $-608.895 $5.710.658 $+258.589 $5.452.069 $+5.452.069 $
APPFOLIO INCAPPF5.600.889 $+206.695 $5.394.194 $+1.030.040 $4.364.154 $-360.806 $4.724.960 $+4.724.960 $
Viatris IncVTRS3.357.255 $+502.432 $2.854.823 $-607.651 $3.462.474 $-1.957.951 $5.420.425 $+5.420.425 $
DIAGEO PLCDEO5.304.915 $+839.650 $4.465.265 $+1.126.793 $3.338.472 $+1.430.030 $1.908.442 $+1.908.442 $
3M COMMM1.152.880 $-158.081 $1.310.961 $-1.152.130 $2.463.091 $-2.663.645 $5.126.736 $+5.126.736 $
ELI LILLY & CoLLY4.607.201 $+1.184.111 $3.423.090 $-68.779 $3.491.869 $-1.445.918 $4.937.787 $+4.937.787 $
COCA COLA COKO3.821.801 $+135.837 $3.685.964 $-545.919 $4.231.883 $-694.128 $4.926.011 $+4.926.011 $
HERSHEY COHSY4.611.555 $-141.760 $4.753.315 $+594.940 $4.158.375 $+3.866.256 $292.119 $+292.119 $
NORDIC AMERICAN TANKERS LtdNAT4.530.525 $+392.360 $4.138.165 $+708.982 $3.429.183 $+311.433 $3.117.750 $+3.117.750 $
BROWN FORMAN CORPBF-A4.081.543 $+1.261.676 $2.819.867 $+274.289 $2.545.578 $+1.958.484 $587.094 $+587.094 $
Solventum CorpSOLV2.385.837 $+87.797 $2.298.040 $-911.888 $3.209.928 $-405.622 $3.615.550 $+3.615.550 $
AMGEN INCAMGN3.089.991 $+410.572 $2.679.419 $-85.551 $2.764.970 $-564.864 $3.329.834 $+3.329.834 $
Jazz Pharmaceuticals plcJAZZ2.709.120 $+596.132 $2.112.988 $+436.618 $1.676.370 $+295.578 $1.380.792 $+1.380.792 $
ALPHA PRO TECH LTDAPT2.182.383 $+521.281 $1.661.102 $+500.080 $1.161.022 $+146.548 $1.014.474 $+1.014.474 $
NVIDIA CORPNVDA2.012.862 $-134.533 $2.147.395 $+332.462 $1.814.933 $+318.797 $1.496.136 $+1.496.136 $
AMAZON COM INCAMZN2.001.209 $+126.959 $1.874.250 $+49.583 $1.824.667 $+274.999 $1.549.668 $+1.549.668 $
CARDINAL HEALTH INCCAH626.775 $+148.047 $478.728 $-42.072 $520.800 $-1.280.818 $1.801.618 $+1.801.618 $
JPMORGAN CHASE & COJPM1.703.224 $+28.747 $1.674.477 $+22.795 $1.651.682 $+154.114 $1.497.568 $+1.497.568 $
RIO TINTO PLCRIO1.585.074 $+238.074 $1.347.000 $+1.502 $1.345.498 $-55.027 $1.400.525 $+1.400.525 $
RTX CorpRTX988.159 $+67.342 $920.817 $-225.294 $1.146.111 $-438.376 $1.584.487 $+1.584.487 $
MICROSOFT CORPMSFT1.334.977 $-44.331 $1.379.308 $+109.430 $1.269.878 $+344.975 $924.903 $+924.903 $
MICRON TECHNOLOGY INCMU1.276.623 $+525.402 $751.221 $+423.436 $327.785 $+103.767 $224.018 $+224.018 $
PROCTER & GAMBLE CoPG787.122 $-47.533 $834.655 $-69.635 $904.290 $+18.328 $885.962 $+885.962 $
Phillips 66PSX757.569 $-48.513 $806.082 $+51.680 $754.402 $-26.343 $780.745 $+780.745 $
AMERICAN EXPRESS COAXP780.225 $+79.700 $700.525 $+25.563 $674.962 $+105.652 $569.310 $+569.310 $
COMCAST CORPCMCSA548.555 $-212.618 $761.173 $+761.173 $
CITIGROUP INCC341.759 $+538 $341.221 $-227.181 $568.402 $-151.016 $719.418 $+719.418 $
CSX CORPCSX506.449 $+10.339 $496.110 $-214.317 $710.427 $+64.110 $646.317 $+646.317 $
AT&T INC.T668.723 $-39.248 $707.971 $+139.446 $568.525 $+30.377 $538.148 $+538.148 $
CATERPILLAR INCCAT690.548 $+114.590 $575.958 $+94.309 $481.649 $+72.647 $409.002 $+409.002 $
UNITED THERAPEUTICS CorpUTHR645.606 $+90.153 $555.453 $+174.714 $380.739 $-27.719 $408.458 $+408.458 $
Sony Group CorpSONY541.158 $-40.400 $581.558 $+166.301 $415.257 $+34.483 $380.774 $+380.774 $
MCDONALDS CORPMCD483.047 $+3.620 $479.427 $-28.723 $508.150 $-61.067 $569.217 $+569.217 $
Mastercard IncMA535.619 $+44.310 $491.309 $+106.253 $385.056 $+21.819 $363.237 $+363.237 $
TORONTO DOMINION BANKTD381.510 $+33.727 $347.783 $-124.280 $472.063 $+87.128 $384.935 $+384.935 $
DOVER CorpDOV463.941 $+103.421 $360.520 $+360.520 $
Vertiv Holdings CoVRT442.619 $+53.853 $388.766 $+388.766 $
Walmart Inc.WMT369.572 $+27.699 $341.873 $-64.475 $406.348 $+37.071 $369.277 $+369.277 $
HUMANA INCHUM356.093 $-12.981 $369.074 $+146.198 $222.876 $-11.269 $234.145 $+234.145 $
Palo Alto Networks IncPANW368.953 $+2.030 $366.923 $+366.923 $
Valaris LtdVAL351.641 $+39.464 $312.177 $+312.177 $
ENTEGRIS INCENTG309.029 $-37.021 $346.050 $+346.050 $
Synchrony FinancialSYF342.230 $+47.230 $295.000 $+9.486 $285.514 $-18.785 $304.299 $+304.299 $
MCKESSON CORPMCK255.930 $-553 $256.483 $+4.407 $252.076 $-87.784 $339.860 $+339.860 $
SOUTHERN COSO256.553 $-36.413 $292.966 $+8.672 $284.294 $-30.182 $314.476 $+314.476 $
COGNEX CORPCGNX252.760 $-58.179 $310.939 $+310.939 $
GLOBAL PAYMENTS INCGPN310.590 $+6.911 $303.679 $+303.679 $
Trane Technologies plcTT253.758 $-21.360 $275.118 $-28.445 $303.563 $+70.751 $232.812 $+232.812 $
HUBSPOT INCHUBS282.916 $+6.914 $276.002 $+276.002 $
WESBANCO INCWSBC260.768 $+10.277 $250.491 $+2.354 $248.137 $+5.256 $242.881 $+242.881 $
CUMMINS INCCMI256.695 $+44.328 $212.367 $+212.367 $
LOCKHEED MARTIN CORPLMT245.158 $-833 $245.991 $+245.991 $
Duke Energy CORPDUK209.359 $-10.651 $220.010 $-17.396 $237.406 $-6.965 $244.371 $+244.371 $
VERIZON COMMUNICATIONS INCVZ214.449 $-8.489 $222.938 $+19.151 $203.787 $+203.787 $
LINDE PLCLIN212.602 $+10.888 $201.714 $+201.714 $
Walt Disney CoDIS208.179 $+208.179 $
AbbVie Inc.ABBV202.647 $-1.910 $204.557 $+204.557 $
IMMERSION CORPIMMR82.983 $+82.983 $
827.465.957 $+5.649.365 $822.031.041 $+75.547.632 $747.697.903 $-40.643.653 $788.424.539 $+788.424.539 $
Erweiterte Einstellungen ×