Investments: BKM Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
229.475.479 $+2.425.466 $227.978.195 $+14.478.129 $216.620.086 $+10.373.564 $207.222.478 $+207.222.478 $
BANK OF AMERICA CORP /DE/BAC136.721.801 $+30.388 $136.691.413 $+7.210.238 $129.481.175 $+8.189.925 $121.291.250 $+121.291.250 $
MICROSOFT CORPMSFT12.366.640 $-218.471 $12.585.111 $+23.584 $12.561.527 $+2.468.864 $10.092.663 $+10.092.663 $
APPFOLIO INCAPPF12.239.064 $+308.727 $11.930.337 $+1.602.595 $10.327.742 $-1.045.168 $11.372.910 $+11.372.910 $
JPMORGAN CHASE & COJPM6.325.209 $+689.398 $5.635.811 $+611.365 $5.024.446 $+781.728 $4.242.718 $+4.242.718 $
ALPHA PRO TECH LTDAPT5.090.063 $+1.399.664 $3.690.399 $+3.436.628 $253.771 $+31.090 $222.681 $+222.681 $
ANALOG DEVICES INCADI3.943.537 $+965.886 $2.977.651 $+118.070 $2.859.581 $+472.207 $2.387.374 $+2.387.374 $
BlackRock, Inc.BLK3.496.258 $-180.702 $3.676.960 $+195.145 $3.481.815 $+193.205 $3.288.610 $+3.288.610 $
JOHNSON & JOHNSONJNJ3.547.565 $+859.140 $2.688.425 $+392.274 $2.296.151 $-216.832 $2.512.983 $+2.512.983 $
AFLAC INCAFL320.775 $-84.137 $404.912 $-2.307.111 $2.712.023 $-168.030 $2.880.053 $+2.880.053 $
MCDONALDS CORPMCD1.588.824 $-299.085 $1.887.909 $+74.003 $1.813.906 $-934.734 $2.748.640 $+2.748.640 $
Accenture plcACN1.375.049 $-751.390 $2.126.439 $-424.593 $2.551.032 $-180.257 $2.731.289 $+2.731.289 $
GENERAL ELECTRIC COGE2.649.058 $+136.910 $2.512.148 $+599.741 $1.912.407 $+1.347.784 $564.623 $+564.623 $
SPS COMMERCE INCSPSC2.600.586 $+316.692 $2.283.894 $+322.009 $1.961.885 $+128.451 $1.833.434 $+1.833.434 $
LINDE PLCLIN2.334.918 $-213.462 $2.548.380 $+126.000 $2.422.380 $+33.645 $2.388.735 $+2.388.735 $
CHEVRON CORPCVX1.559.336 $-811.502 $2.370.838 $+168.127 $2.202.711 $-337.771 $2.540.482 $+2.540.482 $
CITIGROUP INCC2.324.824 $+195.875 $2.128.949 $+159.546 $1.969.403 $+232.395 $1.737.008 $+1.737.008 $
UNITEDHEALTH GROUP INCUNH1.786.343 $-533.871 $2.320.214 $+2.320.214 $
GENERAL DYNAMICS CORPGD2.154.636 $-136.893 $2.291.529 $+268.279 $2.023.250 $+122.275 $1.900.975 $+1.900.975 $
AMGEN INCAMGN2.136.373 $+63.316 $2.073.057 $+6.334 $2.066.723 $-156.193 $2.222.916 $+2.222.916 $
Walmart Inc.WMT2.140.783 $+141.073 $1.999.710 $+120.946 $1.878.764 $+178.023 $1.700.741 $+1.700.741 $
EMERSON ELECTRIC COEMR1.768.104 $-14.114 $1.782.218 $-33.342 $1.815.560 $+293.973 $1.521.587 $+1.521.587 $
NEXTERA ENERGY INCNEE1.719.452 $+61.756 $1.657.696 $+68.595 $1.589.101 $-61.082 $1.650.183 $+1.650.183 $
PEPSICO INCPEP1.201.148 $-288.809 $1.489.957 $+24.702 $1.465.255 $-201.012 $1.666.267 $+1.666.267 $
PROCTER & GAMBLE CoPG1.569.531 $+92.801 $1.476.730 $-39.996 $1.516.726 $-128.508 $1.645.234 $+1.645.234 $
Zoetis Inc.ZTS964.540 $-199.292 $1.163.832 $-198.705 $1.362.537 $-78.316 $1.440.853 $+1.440.853 $
ASML HOLDING NVASML1.187.546 $-43.866 $1.231.412 $+141.522 $1.089.890 $+294.071 $795.819 $+795.819 $
BERKSHIRE HATHAWAY INCBRK-B1.035.961 $-46.438 $1.082.399 $+42.366 $1.040.033 $-94.894 $1.134.927 $+1.134.927 $
NVIDIA CORPNVDA1.109.861 $+13.517 $1.096.344 $+188.692 $907.652 $+291.512 $616.140 $+616.140 $
COLGATE PALMOLIVE COCL863.615 $+72.685 $790.930 $-104.619 $895.549 $-59.349 $954.898 $+954.898 $
ARES CAPITAL CORPARCC950.749 $+85.488 $865.261 $-54.182 $919.443 $-13.958 $933.401 $+933.401 $
Sony Group CorpSONY612.765 $-121.009 $733.774 $-97.861 $831.635 $-97.742 $929.377 $+929.377 $
SHERWIN WILLIAMS COSHW849.282 $-58.265 $907.547 $+7.601 $899.946 $-15.280 $915.226 $+915.226 $
COMCAST CORPCMCSA300.545 $-555.055 $855.600 $+855.600 $
RTX CorpRTX824.199 $+62.513 $761.686 $+100.800 $660.886 $+48.656 $612.230 $+612.230 $
CMS ENERGY CORPCMS506.299 $-207.839 $714.138 $-83.304 $797.442 $+797.442 $
UNILEVER PLCUL784.343 $+784.343 $
BARCLAYS PLCBCS763.402 $+74.055 $689.347 $+689.347 $
Shell plcSHEL523.937 $+102 $523.835 $-202.321 $726.156 $-31.279 $757.435 $+757.435 $
ISHARES GOLD TRUSTIAU755.449 $+139.088 $616.361 $+138.060 $478.301 $+28.496 $449.805 $+449.805 $
SAP SESAP715.858 $+74.551 $641.307 $-69.074 $710.381 $+33.107 $677.274 $+677.274 $
SMITH & NEPHEW PLCSNN590.958 $-103.176 $694.134 $+58.457 $635.677 $+11.787 $623.890 $+623.890 $
Brookfield Renewable CorpBEPC644.865 $+87.404 $557.461 $+557.461 $
NATIONAL GRID PLCNGG591.263 $+4.962 $586.301 $+586.301 $
SanofiSNY514.174 $-5.416 $519.590 $+45.124 $474.466 $-99.993 $574.459 $+574.459 $
ASTRAZENECA PLCAZN487.699 $+22.767 $464.932 $-35.764 $500.696 $-44.460 $545.156 $+545.156 $
COCA COLA COKO484.755 $+22.770 $461.985 $-28.241 $490.226 $-6.028 $496.254 $+496.254 $
ELI LILLY & CoLLY450.290 $+176.373 $273.917 $-53.485 $327.402 $-19.480 $346.882 $+346.882 $
AMAZON COM INCAMZN423.093 $+7.447 $415.646 $+11.750 $403.896 $+54.579 $349.317 $+349.317 $
3M COMMM420.422 $+12.920 $407.502 $+7.720 $399.782 $+14.128 $385.654 $+385.654 $
Duke Energy CORPDUK370.806 $-20.690 $391.496 $+18.190 $373.306 $-12.559 $385.865 $+385.865 $
EXXON MOBIL CORPXOM373.415 $+23.552 $349.863 $+15.360 $334.503 $-34.774 $369.277 $+369.277 $
Eaton Corp plcETN300.036 $-52.507 $352.543 $+16.259 $336.284 $+79.949 $256.335 $+256.335 $
AbbVie Inc.ABBV330.853 $-4.416 $335.269 $+66.492 $268.777 $-34.817 $303.594 $+303.594 $
MORGAN STANLEYMS328.075 $+34.317 $293.758 $+7.390 $286.368 $+48.712 $237.656 $+237.656 $
BRADY CORPBRC313.480 $+1.360 $312.120 $+40.240 $271.880 $-10.680 $282.560 $+282.560 $
Phillips 66PSX257.434 $-18.278 $275.712 $+6.214 $269.498 $-8.578 $278.076 $+278.076 $
ALLIANT ENERGY CORPLNT249.508 $-9.211 $258.719 $+26.636 $232.083 $-14.892 $246.975 $+246.975 $
PFIZER INCPFE230.997 $+353 $230.644 $-11.877 $242.521 $-15.693 $258.214 $+258.214 $
ORACLE CORPORCL233.991 $+233.991 $
DEERE & CODE209.506 $+3.739 $205.767 $-23.053 $228.820 $+17.144 $211.676 $+211.676 $
Bank of New York Mellon CorpBK218.017 $+12.410 $205.607 $+205.607 $
KEMPER CorpKMPR196.201 $-7.023 $203.224 $+203.224 $
ENBRIDGE INCENB192.066 $+192.066 $
VERIZON COMMUNICATIONS INCVZ191.613 $+191.613 $
PALATIN TECHNOLOGIES INCPTNT187.892 $+187.892 $
229.475.479 $+2.425.466 $227.978.195 $+14.478.129 $216.620.086 $+10.373.564 $207.222.478 $+207.222.478 $
Erweiterte Einstellungen ×