Investments: Petros Family 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. ($)
117.491.487 $+22.434.778 $99.633.867 $+11.275.651 $90.388.590 $+10.867.315 $81.357.801 $+81.357.801 $
BANK OF AMERICA CORP /DE/BAC52.795.170 $+11.812.258 $40.982.912 $+2.863.291 $38.119.621 $+4.830.980 $33.288.641 $+33.288.641 $
APPFOLIO INCAPPF8.506.546 $+2.865.829 $5.640.717 $+1.047.496 $4.593.221 $-428.485 $5.021.706 $+5.021.706 $
ALPHA PRO TECH LTDAPT5.426.899 $-568.955 $5.995.854 $+2.409.186 $3.586.668 $+559.789 $3.026.879 $+3.026.879 $
MICROSOFT CORPMSFT5.311.551 $+477.144 $4.834.407 $+357.025 $4.477.382 $+1.152.167 $3.325.215 $+3.325.215 $
NVIDIA CORPNVDA4.794.461 $+1.133.947 $3.660.514 $+507.665 $3.152.849 $+1.134.163 $2.018.686 $+2.018.686 $
UNITEDHEALTH GROUP INCUNH2.084.098 $-520.771 $2.604.869 $-69.526 $2.674.395 $-1.653.558 $4.327.953 $+4.327.953 $
KLA CORPKLAC3.040.339 $+741.800 $2.298.539 $+434.479 $1.864.060 $+632.251 $1.231.809 $+1.231.809 $
JPMORGAN CHASE & COJPM2.609.106 $+812.394 $1.796.712 $+123.340 $1.673.372 $+329.619 $1.343.753 $+1.343.753 $
AMAZON COM INCAMZN2.495.625 $+453.405 $2.042.220 $+32.387 $2.009.833 $+616.558 $1.393.275 $+1.393.275 $
STRYKER CORPSYK1.184.309 $-558.230 $1.742.539 $-51.941 $1.794.480 $+168.221 $1.626.259 $+1.626.259 $
EMERSON ELECTRIC COEMR1.627.153 $+368.977 $1.258.176 $+15.654 $1.242.522 $+229.549 $1.012.973 $+1.012.973 $
BERKSHIRE HATHAWAY INCBRK-B744.425 $-765.392 $1.509.817 $+47.504 $1.462.313 $-69.491 $1.531.804 $+1.531.804 $
AMGEN INCAMGN1.529.732 $+578.145 $951.587 $+36.755 $914.832 $-113.901 $1.028.733 $+1.028.733 $
Accenture plcACN902.924 $-412.290 $1.315.214 $+1.315.214 $
ANALOG DEVICES INCADI1.310.875 $+449.670 $861.205 $+86.429 $774.776 $+44.317 $730.459 $+730.459 $
RTX CorpRTX1.308.435 $+168.035 $1.140.400 $+149.478 $990.922 $+78.389 $912.533 $+912.533 $
INTUITIVE SURGICAL INCISRG1.085.146 $+139.702 $945.444 $-319.071 $1.264.515 $+195.227 $1.069.288 $+1.069.288 $
ADVANCED MICRO DEVICES INCAMD1.205.078 $+668.097 $536.981 $-29.627 $566.608 $+178.045 $388.563 $+388.563 $
Palo Alto Networks IncPANW633.832 $-487.503 $1.121.335 $+302.775 $818.560 $+181.390 $637.170 $+637.170 $
Walmart Inc.WMT1.068.533 $+463.158 $605.375 $+6.278 $599.097 $+58.047 $541.050 $+541.050 $
3M COMMM1.035.188 $+19.619 $1.015.569 $+26.067 $989.502 $+989.502 $
BlackRock, Inc.BLK984.303 $+984.303 $
Phillips 66PSX956.899 $+215.406 $741.493 $+140.193 $601.300 $-29.566 $630.866 $+630.866 $
NETFLIX INCNFLX653.976 $-186.468 $840.444 $-56.774 $897.218 $+218.336 $678.882 $+678.882 $
PFIZER INCPFE615.553 $-24.538 $640.091 $-226.163 $866.254 $+866.254 $
ORACLE CORPORCL349.474 $-466.684 $816.158 $+122.227 $693.931 $+229.063 $464.868 $+464.868 $
PALATIN TECHNOLOGIES INCPTNT709.579 $-57.314 $766.893 $+142.820 $624.073 $+350.955 $273.118 $+273.118 $
CATERPILLAR INCCAT756.770 $+50.103 $706.667 $+108.041 $598.626 $+137.890 $460.736 $+460.736 $
NEXTERA ENERGY INCNEE741.070 $+78.425 $662.645 $+20.578 $642.067 $+158.374 $483.693 $+483.693 $
AbbVie Inc.ABBV464.035 $-273.697 $737.732 $+129.502 $608.230 $-69.132 $677.362 $+677.362 $
AMERICAN EXPRESS COAXP729.546 $+83.158 $646.388 $+51.485 $594.903 $+148.007 $446.896 $+446.896 $
PEPSICO INCPEP626.567 $+18.362 $608.205 $+54.614 $553.591 $-141.751 $695.342 $+695.342 $
GOLDMAN SACHS GROUP INCGS679.467 $+67.870 $611.597 $+22.749 $588.848 $+149.084 $439.764 $+439.764 $
GENERAL ELECTRIC COGE647.479 $+26.585 $620.894 $+80.375 $540.519 $+540.519 $
DEERE & CODE607.104 $+364.920 $242.184 $+242.184 $
Eaton Corp plcETN511.209 $-79.358 $590.567 $+54.010 $536.557 $+133.705 $402.852 $+402.852 $
LAM RESEARCH CORPLRCX546.235 $-38.239 $584.474 $+584.474 $
JOHNSON & JOHNSONJNJ393.619 $-159.967 $553.586 $+174.213 $379.373 $-103.617 $482.990 $+482.990 $
GRACO INCGGG490.283 $-23.406 $513.689 $-19.690 $533.379 $+8.331 $525.048 $+525.048 $
Bank of New York Mellon CorpBK508.010 $+56.262 $451.748 $+63.528 $388.220 $+6.611 $381.609 $+381.609 $
GENERAL DYNAMICS CORPGD486.473 $+486.473 $
ELI LILLY & CoLLY480.381 $+213.331 $267.050 $-11.241 $278.291 $-18.211 $296.502 $+296.502 $
Monster Beverage CorpMNST474.664 $+54.717 $419.947 $+53.502 $366.445 $+366.445 $
GARMIN LTDGRMN458.721 $+69.029 $389.692 $+24.034 $365.658 $+365.658 $
STARBUCKS CORPSBUX425.910 $+132.413 $293.497 $-32.354 $325.851 $-50.137 $375.988 $+375.988 $
XCEL ENERGY INCXEL422.479 $+180.207 $242.272 $+35.656 $206.616 $+206.616 $
WILLIS TOWERS WATSON PLCWTW419.376 $+419.376 $
Constellation Energy CorpCEG403.773 $+95.214 $308.559 $+308.559 $
Mastercard IncMA379.636 $+3.083 $376.553 $-8.375 $384.928 $+45.642 $339.286 $+339.286 $
Simpson Manufacturing Co., Inc.SSD345.223 $-10.797 $356.020 $-8.493 $364.513 $-3.054 $367.567 $+367.567 $
LINDE PLCLIN291.224 $-59.326 $350.550 $+4.295 $346.255 $-8.563 $354.818 $+354.818 $
FAIR ISAAC CORPFICO341.829 $+341.829 $
LOCKHEED MARTIN CORPLMT330.118 $+330.118 $
WATTS WATER TECHNOLOGIES INCWTS319.355 $-2.096 $321.451 $+9.662 $311.789 $+53.218 $258.571 $+258.571 $
Medtronic plcMDT311.138 $+102.277 $208.861 $+264 $208.597 $-70.945 $279.542 $+279.542 $
ASML HOLDING NVASML310.259 $+310.259 $
SOUTHERN COSO309.329 $+10.606 $298.723 $+897 $297.826 $+297.826 $
COCA COLA COKO303.452 $+303.452 $
TORO COTTC295.594 $+10.454 $285.140 $-5.355 $290.495 $+34.415 $256.080 $+256.080 $
EXXON MOBIL CORPXOM289.926 $+289.926 $
FISERV INCFISV280.675 $+280.675 $
ENBRIDGE INCENB277.227 $+32.771 $244.456 $+244.456 $
FEDEX CORPFDX226.401 $-50.534 $276.935 $+276.935 $
Walt Disney CoDIS268.384 $+268.384 $
MICRON TECHNOLOGY INCMU266.859 $+266.859 $
CHEVRON CORPCVX263.984 $+263.984 $
RBC Bearings INCRBC259.192 $+51.948 $207.244 $-17.094 $224.338 $+4.247 $220.091 $+220.091 $
MCDONALDS CORPMCD258.869 $+258.869 $
CORVEL CORPCRVL235.161 $-21.026 $256.187 $+256.187 $
Moelis & CoMC221.412 $-34.414 $255.826 $+12.964 $242.862 $+17.009 $225.853 $+225.853 $
AppLovin CorpAPP248.615 $+248.615 $
KADANT INCKAI222.850 $-13.661 $236.511 $+236.511 $
Solventum CorpSOLV212.658 $-18.512 $231.170 $-4.411 $235.581 $+235.581 $
ASTRAZENECA PLCAZN235.525 $+235.525 $
KENNAMETAL INCKMT226.485 $+226.485 $
CVS HEALTH CorpCVS216.901 $+216.901 $
UFP INDUSTRIES INCUFPI213.866 $+213.866 $
SAP SESAP213.768 $+213.768 $
Sea LtdSE209.829 $+209.829 $
Sony Group CorpSONY208.123 $+208.123 $
Trane Technologies plcTT207.182 $+6.714 $200.468 $+200.468 $
RLI CORPRLI200.449 $+200.449 $
NatWest Group plcNWG181.545 $+34.753 $146.792 $+146.792 $
PARK AEROSPACE CORPPKE152.308 $+13.612 $138.696 $+138.696 $
Elanco Animal Health IncELAN149.369 $+149.369 $
Orion Group Holdings IncORN120.115 $+19.576 $100.539 $-17.108 $117.647 $+49.809 $67.838 $+67.838 $
Lloyds Banking Group plcLYG88.330 $+88.330 $
117.491.487 $+22.434.778 $99.633.867 $+11.275.651 $90.388.590 $+10.867.315 $81.357.801 $+81.357.801 $
Erweiterte Einstellungen ×