Investments: Traveka 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. ($)
172.744.176 $+18.199.222 $154.445.870 $+32.358.815 $121.805.934 $+9.074.745 $115.095.645 $+115.095.645 $
BANK OF AMERICA CORP /DE/BAC91.478.916 $+17.497.646 $73.981.270 $+22.296.382 $51.684.888 $+5.593.830 $46.091.058 $+46.091.058 $
BlackRock, Inc.BLK17.035.782 $+2.682.426 $14.353.356 $+1.892.108 $12.461.248 $+438.162 $12.023.086 $+12.023.086 $
NVIDIA CORPNVDA7.555.805 $-123.772 $7.679.577 $+1.401.418 $6.278.159 $+1.941.583 $4.336.576 $+4.336.576 $
ALPHA PRO TECH LTDAPT6.648.183 $-865.048 $7.513.231 $+1.841.361 $5.671.870 $+441.186 $5.230.684 $+5.230.684 $
APPFOLIO INCAPPF6.734.262 $+555.655 $6.178.607 $+1.392.402 $4.786.205 $-629.093 $5.415.298 $+5.415.298 $
MICROSOFT CORPMSFT6.183.435 $-509.360 $6.692.795 $+310.192 $6.382.603 $+1.097.629 $5.284.974 $+5.284.974 $
COCA COLA COKO1.775.261 $-1.570.856 $3.346.117 $-259.116 $3.605.233 $-568.467 $4.173.700 $+4.173.700 $
AMAZON COM INCAMZN3.370.812 $+155.288 $3.215.524 $+90.831 $3.124.693 $+460.360 $2.664.333 $+2.664.333 $
BERKSHIRE HATHAWAY INCBRK-B2.537.448 $+4.071 $2.533.377 $+52.482 $2.480.895 $-227.349 $2.708.244 $+2.708.244 $
ELI LILLY & CoLLY2.471.446 $+638.957 $1.832.489 $-70.866 $1.903.355 $-235.479 $2.138.834 $+2.138.834 $
JPMORGAN CHASE & COJPM2.205.610 $+48.158 $2.157.452 $+185.947 $1.971.505 $+314.254 $1.657.251 $+1.657.251 $
NETFLIX INCNFLX1.327.013 $-640.211 $1.967.224 $-234.078 $2.201.302 $+576.061 $1.625.241 $+1.625.241 $
PROCTER & GAMBLE CoPG685.173 $-786.593 $1.471.766 $-48.046 $1.519.812 $-247.166 $1.766.978 $+1.766.978 $
JOHNSON & JOHNSONJNJ1.229.523 $-59.308 $1.288.831 $+277.700 $1.011.131 $-273.978 $1.285.109 $+1.285.109 $
EXXON MOBIL CORPXOM970.127 $+44.838 $925.289 $+60.242 $865.047 $-282.931 $1.147.978 $+1.147.978 $
EMERSON ELECTRIC COEMR935.133 $-75.979 $1.011.112 $-16.156 $1.027.268 $+180.452 $846.816 $+846.816 $
AbbVie Inc.ABBV827.416 $-114.967 $942.383 $+201.067 $741.316 $-81.752 $823.068 $+823.068 $
Mastercard IncMA865.328 $-20.753 $886.081 $+16.322 $869.759 $+59.758 $810.001 $+810.001 $
Walmart Inc.WMT864.847 $+52.040 $812.807 $+54.157 $758.650 $-63.195 $821.845 $+821.845 $
ORACLE CORPORCL601.715 $-191.959 $793.674 $+285.598 $508.076 $+204.608 $303.468 $+303.468 $
CATERPILLAR INCCAT770.125 $+111.979 $658.146 $+128.889 $529.257 $+128.442 $400.815 $+400.815 $
ADVANCED MICRO DEVICES INCAMD725.739 $+182.000 $543.739 $+74.792 $468.947 $+164.860 $304.087 $+304.087 $
ASML HOLDING NVASML719.034 $+60.669 $658.365 $+113.385 $544.980 $+46.670 $498.310 $+498.310 $
SAP SESAP505.982 $-62.374 $568.356 $-75.120 $643.476 $-68.563 $712.039 $+712.039 $
PALATIN TECHNOLOGIES INCPTNT651.096 $-22.944 $674.040 $+178.109 $495.931 $+199.857 $296.074 $+296.074 $
ASTRAZENECA PLCAZN634.151 $+109.371 $524.780 $+149.816 $374.964 $-123.868 $498.832 $+498.832 $
UNITEDHEALTH GROUP INCUNH290.660 $+41.569 $249.091 $-7.836 $256.927 $-293.250 $550.177 $+550.177 $
MCDONALDS CORPMCD517.322 $-397 $517.719 $+12.954 $504.765 $-38.022 $542.787 $+542.787 $
LINDE PLCLIN446.179 $-80.791 $526.970 $+15.841 $511.129 $-21.754 $532.883 $+532.883 $
Booking Holdings Inc.BKNG504.858 $+44.462 $460.396 $-33.241 $493.637 $+96.217 $397.420 $+397.420 $
CHEVRON CORPCVX462.359 $-42.124 $504.483 $+131.094 $373.389 $-97.139 $470.528 $+470.528 $
RTX CorpRTX486.681 $+20.251 $466.430 $+61.770 $404.660 $+22.386 $382.274 $+382.274 $
GENERAL ELECTRIC COGE478.629 $+2.780 $475.849 $+74.104 $401.745 $+71.530 $330.215 $+330.215 $
NOVARTIS AGNVS450.559 $+28.649 $421.910 $+28.022 $393.888 $-37.651 $431.539 $+431.539 $
COLGATE PALMOLIVE COCL339.656 $-58.349 $398.005 $-38.068 $436.073 $-269 $436.342 $+436.342 $
Sony Group CorpSONY380.672 $-50.429 $431.101 $+42.473 $388.628 $+26.414 $362.214 $+362.214 $
Accenture plcACN304.140 $-23.187 $327.327 $-87.897 $415.224 $+5.165 $410.059 $+410.059 $
INTUITIVE SURGICAL INCISRG387.775 $+75.304 $312.471 $-83.501 $395.972 $+7.839 $388.133 $+388.133 $
BOSTON SCIENTIFIC CORPBSX337.452 $-4.457 $341.909 $-31.350 $373.259 $+22.490 $350.769 $+350.769 $
CHIPOTLE MEXICAN GRILL INCCMG355.211 $+355.211 $
UBS Group AGUBS350.937 $+72.096 $278.841 $+50.184 $228.657 $-34.455 $263.112 $+263.112 $
MICRON TECHNOLOGY INCMU348.896 $+147.876 $201.020 $+201.020 $
UNILEVER PLCUL340.276 $+47.420 $292.856 $-16.801 $309.657 $+46.380 $263.277 $+263.277 $
Shell plcSHEL316.919 $+6.836 $310.083 $-7.959 $318.042 $-9.373 $327.415 $+327.415 $
AT&T INC.T257.994 $-62.593 $320.587 $-5.486 $326.073 $+12.498 $313.575 $+313.575 $
RELX PLCRELX215.398 $-57.503 $272.901 $-51.563 $324.464 $+15.753 $308.711 $+308.711 $
VERIZON COMMUNICATIONS INCVZ229.966 $-44.331 $274.297 $+14.499 $259.798 $-63.352 $323.150 $+323.150 $
STRYKER CORPSYK267.750 $-30.500 $298.250 $-19.757 $318.007 $+12.092 $305.915 $+305.915 $
SCHWAB CHARLES CORPSCHW302.963 $+27.416 $275.547 $+16.326 $259.221 $+45.991 $213.230 $+213.230 $
LAM RESEARCH CORPLRCX294.618 $+65.234 $229.384 $+229.384 $
BHP Group LtdBHP294.424 $+23.367 $271.057 $+36.137 $234.920 $+4.452 $230.468 $+230.468 $
NEXTERA ENERGY INCNEE212.755 $+10.732 $202.023 $-79.098 $281.121 $+281.121 $
MCKESSON CORPMCK280.725 $+280.725 $
PEPSICO INCPEP210.079 $-70.042 $280.121 $+280.121 $
STARBUCKS CORPSBUX273.944 $+273.944 $
CITIGROUP INCC267.122 $+37.310 $229.812 $+229.812 $
KLA CORPKLAC264.669 $+27.571 $237.098 $+237.098 $
BOEING COBA230.328 $-26.474 $256.802 $+16.715 $240.087 $+240.087 $
Walt Disney CoDIS206.304 $-27.773 $234.077 $-898 $234.975 $-13.829 $248.804 $+248.804 $
GOLD FIELDS LTDGFI248.294 $+10.255 $238.039 $+238.039 $
SOUTHERN COSO206.259 $-37.712 $243.971 $+15.374 $228.597 $-4.804 $233.401 $+233.401 $
BP PLCBP234.908 $+234.908 $
AppLovin CorpAPP220.339 $-13.905 $234.244 $+234.244 $
AMERICAN EXPRESS COAXP229.672 $+25.473 $204.199 $+204.199 $
FISERV INCFISV229.197 $+229.197 $
AMGEN INCAMGN222.954 $-6.088 $229.042 $+229.042 $
Constellation Energy CorpCEG211.202 $+211.202 $
ROYAL BANK OF CANADARY210.896 $+210.896 $
Phillips 66PSX206.510 $+206.510 $
ISHARES GOLD TRUSTIAU204.386 $+204.386 $
Duke Energy CORPDUK203.569 $+203.569 $
Bank of New York Mellon CorpBK200.604 $+200.604 $
RIO TINTO PLCRIO200.187 $+200.187 $
NatWest Group plcNWG177.135 $+177.135 $
Lloyds Banking Group plcLYG139.925 $+20.927 $118.998 $+8.404 $110.594 $+4.012 $106.582 $+106.582 $
MIZUHO FINANCIAL GROUP INCMFG107.172 $+13.405 $93.767 $+16.861 $76.906 $+2.956 $73.950 $+73.950 $
TELEFONICA S ATEFOF57.636 $-16.253 $73.889 $-2.181 $76.070 $+6.510 $69.560 $+69.560 $
172.744.176 $+18.199.222 $154.445.870 $+32.358.815 $121.805.934 $+9.074.745 $115.095.645 $+115.095.645 $
Erweiterte Einstellungen ×