Investments: EVOLUTION WEALTH MANAGEMENT INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
107.359.497 $+20.557.770 $86.745.856 $+11.033.846 $75.919.779 $+75.919.779 $
BANK OF AMERICA CORP /DE/BAC69.262.170 $+14.687.754 $54.574.416 $+3.054.528 $51.519.888 $+51.519.888 $
MORGAN STANLEYMS19.423.894 $+919.362 $18.504.532 $+5.722.407 $12.782.125 $+12.782.125 $
BlackRock, Inc.BLK3.909.167 $+1.594.040 $2.315.127 $+1.049.303 $1.265.824 $+1.265.824 $
RAYMOND JAMES FINANCIAL INCRJF1.925.639 $-179.691 $2.105.330 $-287.450 $2.392.780 $+2.392.780 $
NVIDIA CORPNVDA2.164.023 $+844.322 $1.319.701 $+245.362 $1.074.339 $+1.074.339 $
BARCLAYS PLCBCS1.597.786 $-190.056 $1.787.842 $+879.764 $908.078 $+908.078 $
APPFOLIO INCAPPF1.092.328 $+381.049 $711.279 $+130.595 $580.684 $+580.684 $
MICROSOFT CORPMSFT1.048.877 $+52.847 $996.030 $+35.974 $960.056 $+960.056 $
AMAZON COM INCAMZN688.767 $+84.510 $604.257 $-57.204 $661.461 $+661.461 $
VERIZON COMMUNICATIONS INCVZ76.557 $-536.194 $612.751 $-7.579 $620.330 $+620.330 $
ALPHA PRO TECH LTDAPT510.243 $+206.874 $303.369 $+99.866 $203.503 $+203.503 $
SPS COMMERCE INCSPSC464.872 $+106.203 $358.669 $+62.679 $295.990 $+295.990 $
OLD MISSION CAPITAL LLC403.117 $+403.117 $
BERKSHIRE HATHAWAY INCBRK-B333.760 $+13.515 $320.245 $+37.527 $282.718 $+282.718 $
ELI LILLY & CoLLY299.836 $+279.998 $19.838 $-9.005 $28.843 $+28.843 $
AMEREN CORPAEE268.923 $-11.129 $280.052 $+22.377 $257.675 $+257.675 $
JPMORGAN CHASE & COJPM233.306 $+116.912 $116.394 $+39.568 $76.826 $+76.826 $
STARBUCKS CORPSBUX224.083 $+215.623 $8.460 $-703 $9.163 $+9.163 $
CVS HEALTH CorpCVS199.273 $+190.075 $9.198 $+6.821 $2.377 $+2.377 $
LAM RESEARCH CORPLRCX156.972 $+87.746 $69.226 $+9.167 $60.059 $+60.059 $
AbbVie Inc.ABBV139.836 $+116.450 $23.386 $-2.601 $25.987 $+25.987 $
GOLDMAN SACHS GROUP INCGS139.761 $+10.752 $129.009 $+24.970 $104.039 $+104.039 $
PALATIN TECHNOLOGIES INCPTNT139.001 $+56.365 $82.636 $+15.430 $67.206 $+67.206 $
MCDONALDS CORPMCD133.560 $+17.778 $115.782 $+83 $115.699 $+115.699 $
Walmart Inc.WMT24.399 $-8.374 $32.773 $-96.993 $129.766 $+129.766 $
MICRON TECHNOLOGY INCMU128.940 $+123.251 $5.689 $+1.498 $4.191 $+4.191 $
JOHNSON & JOHNSONJNJ115.271 $+92.650 $22.621 $-4.586 $27.207 $+27.207 $
RLI CORPRLI112.733 $+112.733 $
NOVARTIS AGNVS3.447 $-93.361 $96.808 $+96.808 $
Nebius Group N.V.NBIS92.076 $+92.076 $
Edwards Lifesciences CorpEW81.840 $+7.181 $74.659 $-423 $75.082 $+75.082 $
CITIGROUP INCC78.822 $+18.252 $60.570 $-3.352 $63.922 $+63.922 $
EXXON MOBIL CORPXOM73.963 $+9.175 $64.788 $+329 $64.459 $+64.459 $
LOCKHEED MARTIN CORPLMT69.648 $-2.238 $71.886 $+6.583 $65.303 $+65.303 $
FACTSET RESEARCH SYSTEMS INCFDS69.646 $+69.646 $
ADVANCED MICRO DEVICES INCAMD67.889 $+32.619 $35.270 $+788 $34.482 $+34.482 $
Constellation Energy CorpCEG66.415 $+66.415 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP62.769 $-1.306 $64.075 $+3.002 $61.073 $+61.073 $
BOEING COBA62.748 $+3.179 $59.569 $+1.739 $57.830 $+57.830 $
ORACLE CORPORCL12.474 $-40.680 $53.154 $+48.781 $4.373 $+4.373 $
CHEVRON CORPCVX50.295 $+9.143 $41.152 $-8.155 $49.307 $+49.307 $
GENERAL ELECTRIC COGE46.821 $+29.674 $17.147 $+11.999 $5.148 $+5.148 $
FORD MOTOR COF44.913 $+19.097 $25.816 $+2.477 $23.339 $+23.339 $
CINTAS CORPCTAS37.614 $-3.438 $41.052 $-3.522 $44.574 $+44.574 $
PRINCIPAL SECURITIES, INC.40.950 $+40.950 $
Eaton Corp plcETN40.451 $+17.247 $23.204 $+1.785 $21.419 $+21.419 $
BOSTON SCIENTIFIC CORPBSX38.140 $+9.046 $29.094 $+4.712 $24.382 $+24.382 $
METLIFE INCMET36.470 $+392 $36.078 $+1.497 $34.581 $+34.581 $
KROGER COKR32.115 $-2.534 $34.649 $-1.790 $36.439 $+36.439 $
STRYKER CORPSYK35.147 $+32.559 $2.588 $+2.588 $
CHIPOTLE MEXICAN GRILL INCCMG22.200 $-1.314 $23.514 $-10.176 $33.690 $+33.690 $
PEPSICO INCPEP33.297 $+11.248 $22.049 $-4.755 $26.804 $+26.804 $
ASML HOLDING NVASML33.166 $+33.166 $
Mastercard IncMA30.556 $+151 $30.405 $+1.529 $28.876 $+28.876 $
FIFTH THIRD BANCORPFITB30.520 $+1.722 $28.798 $+2.420 $26.378 $+26.378 $
NETFLIX INCNFLX29.066 $+13.480 $15.586 $+8.890 $6.696 $+6.696 $
Phillips 66PSX29.034 $+470 $28.564 $+3.511 $25.053 $+25.053 $
REALTY INCOME CORPO28.185 $+19.674 $8.511 $+2.404 $6.107 $+6.107 $
COCA COLA COKO27.265 $+25.076 $2.189 $-9.131 $11.320 $+11.320 $
PROCTER & GAMBLE CoPG26.369 $+24.372 $1.997 $-4.138 $6.135 $+6.135 $
Duke Energy CORPDUK25.552 $+23.324 $2.228 $+2.228 $
CARNIVAL CORPCCL18.324 $+6.760 $11.564 $-13.744 $25.308 $+25.308 $
ISHARES GOLD TRUSTIAU25.000 $+2.587 $22.413 $+3.206 $19.207 $+19.207 $
AMERICAN EXPRESS COAXP24.787 $+24.455 $332 $+332 $
LINDE PLCLIN20.467 $-3.283 $23.750 $+291 $23.459 $+23.459 $
GENERAL DYNAMICS CORPGD9.426 $-13.080 $22.506 $+17.548 $4.958 $+4.958 $
EXELON CORPEXC21.795 $+15.629 $6.166 $+217 $5.949 $+5.949 $
UNITEDHEALTH GROUP INCUNH21.457 $+15.932 $5.525 $-12.352 $17.877 $+17.877 $
Palo Alto Networks IncPANW19.157 $-2.019 $21.176 $+6.851 $14.325 $+14.325 $
DYNEX CAPITAL INCDX21.155 $+21.155 $
DELTA AIR LINES, INC.DAL20.612 $+3.757 $16.855 $+2.249 $14.606 $+14.606 $
PFIZER INCPFE10.657 $+3.879 $6.778 $-13.773 $20.551 $+20.551 $
NUCOR CORPNUE20.454 $+3.537 $16.917 $+800 $16.117 $+16.117 $
Walt Disney CoDIS19.819 $+11.322 $8.497 $-7.272 $15.769 $+15.769 $
COMCAST CORPCMCSA7.981 $+7.541 $440 $-19.244 $19.684 $+19.684 $
Unum GroupUNM18.678 $-67 $18.745 $-718 $19.463 $+19.463 $
NEXTERA ENERGY INCNEE8.991 $-3.314 $12.305 $-6.509 $18.814 $+18.814 $
FabrinetFN18.211 $+18.211 $
SCHWAB CHARLES CORPSCHW5.895 $+5.513 $382 $-17.575 $17.957 $+17.957 $
GLOBAL PARTNERS LPGLP14.433 $-2.121 $16.554 $-1.369 $17.923 $+17.923 $
UNITED PARCEL SERVICE INCUPS16.267 $-1.358 $17.625 $+17.625 $
Medtronic plcMDT10.663 $+91 $10.572 $-5.729 $16.301 $+16.301 $
Bank of New York Mellon CorpBK16.137 $+16.137 $
AT&T INC.T14.631 $+7.656 $6.975 $-2.492 $9.467 $+9.467 $
ORIX CORPIX14.610 $+1.550 $13.060 $+1.800 $11.260 $+11.260 $
ALCON INCALC14.125 $+14.125 $
ANTERO RESOURCES CorpAR12.061 $+315 $11.746 $-2.352 $14.098 $+14.098 $
INTEL CORPINTC14.022 $+13.015 $1.007 $-785 $1.792 $+1.792 $
ARES CAPITAL CORPARCC5.381 $-48 $5.429 $-7.725 $13.154 $+13.154 $
ENBRIDGE INCENB11.958 $+11.958 $
abrdn Healthcare InvestorsHQH11.894 $+11.894 $
BANK OF NOVA SCOTIABNS11.790 $+11.790 $
RTX CorpRTX11.390 $+11.390 $
EAST WEST BANCORP INCEWBC11.239 $+11.239 $
CATERPILLAR INCCAT10.885 $+1.819 $9.066 $+2.466 $6.600 $+6.600 $
TELEDYNE TECHNOLOGIES INCTDY9.193 $-1.356 $10.549 $+10.549 $
ROLLINS INCROL10.106 $+10.106 $
SHERWIN WILLIAMS COSHW10.045 $+9.699 $346 $+346 $
DOLLAR GENERAL CORPDG9.958 $+2.207 $7.751 $-828 $8.579 $+8.579 $
AMGEN INCAMGN9.492 $-429 $9.921 $+9.921 $
AppLovin CorpAPP9.433 $+9.433 $
SYSCO CORPSYY9.211 $+9.211 $
Rocket Lab CorpRKLB9.139 $+9.139 $
TIMKEN COTKR8.413 $+8.413 $
CONSOLIDATED EDISON INCED8.144 $+7.541 $603 $+603 $
Oddity Tech LtdODD7.547 $+7.547 $
abrdn Gold ETF TrustSGOL7.518 $+782 $6.736 $+964 $5.772 $+5.772 $
3M COMMM5.924 $+182 $5.742 $-1.635 $7.377 $+7.377 $
MICROCHIP TECHNOLOGY INCMCHP4.588 $+4.460 $128 $-7.050 $7.178 $+7.178 $
CRISPR Therapeutics AGCRSP7.004 $+7.004 $
HERSHEY COHSY6.915 $+6.915 $
EMERSON ELECTRIC COEMR6.636 $+6.636 $
AFLAC INCAFL6.616 $+5.722 $894 $+894 $
TransDigm Group INCTDG6.590 $+6.590 $
Vertiv Holdings CoVRT6.421 $+6.421 $
GSK plcGSK6.413 $+6.413 $
TE Connectivity plcTEL6.241 $+6.241 $
PRICE T ROWE GROUP INCTROW6.176 $+6.176 $
TORONTO DOMINION BANKTD6.123 $+6.123 $
TENET HEALTHCARE CORPTHC5.962 $-129 $6.091 $+811 $5.280 $+5.280 $
FEDEX CORPFDX6.066 $+6.066 $
XCEL ENERGY INCXEL5.540 $-509 $6.049 $+941 $5.108 $+5.108 $
MERCADOLIBRE INCMELI6.043 $+6.043 $
HUBBELL INCHUBB6.024 $+306 $5.718 $+5.718 $
DOVER CorpDOV1.952 $+1.452 $500 $-5.197 $5.697 $+5.697 $
CSX CORPCSX5.438 $+5.438 $
Booking Holdings Inc.BKNG5.399 $+5.399 $
SanofiSNY5.331 $+139 $5.192 $-122 $5.314 $+5.314 $
TotalEnergies SETTE4.972 $+4.912 $60 $-1 $61 $+61 $
DARDEN RESTAURANTS INCDRI4.969 $+4.969 $
GERON CORPGERN4.620 $-175 $4.795 $-140 $4.935 $+4.935 $
PAYCHEX INCPAYX3.926 $-874 $4.800 $+4.800 $
REPLIGEN CORPRGEN4.097 $+755 $3.342 $+232 $3.110 $+3.110 $
GENUINE PARTS COGPC984 $-3.019 $4.003 $+4.003 $
METHANEX CORPMEOH3.972 $+3.972 $
TARGET CORPTGT3.910 $+322 $3.588 $-358 $3.946 $+3.946 $
ASTRAZENECA PLCAZN3.677 $+3.677 $
Ready Capital CorpRC1.829 $-1.418 $3.247 $-419 $3.666 $+3.666 $
CGI INCGIB3.459 $+3.459 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.3.433 $+3.433 $
SPIRE INCSR3.307 $+3.307 $
MANULIFE FINANCIAL CORPMFC3.196 $+3.196 $
TC ENERGY CORPTRP3.026 $+3.026 $
Viatris IncVTRS2.938 $+2.760 $178 $-388 $566 $+566 $
INTERLINK ELECTRONICS INCLINK2.910 $+2.910 $
Hewlett Packard Enterprise CoHPE2.810 $+2.810 $
HP INCHPQ2.629 $+2.629 $
SAP SESAP2.433 $+2.433 $
CENTRUS ENERGY CORPLEU2.185 $+2.185 $
COLGATE PALMOLIVE COCL1.976 $+1.976 $
HENRY SCHEIN INCHSIC1.753 $+1.753 $
Veralto CorpVLTO1.596 $+783 $813 $+813 $
EMBRAER S.A.EMBJ1.511 $+1.511 $
BECTON DICKINSON & COBDX1.358 $+48 $1.310 $+104 $1.206 $+1.206 $
SUNCOR ENERGY INCSU1.331 $+1.331 $
QUEST DIAGNOSTICS INCDGX1.215 $+1.215 $
Ingredion IncINGR882 $-95 $977 $+977 $
GENCOR INDUSTRIES INCGENC972 $+972 $
PPL CorpPPL805 $-50 $855 $+855 $
MCKESSON CORPMCK820 $+47 $773 $+773 $
STATE STREET CORPSTT516 $+52 $464 $+464 $
MCCORMICK & CO INCMKC477 $+9 $468 $+468 $
DEERE & CODE466 $+9 $457 $+457 $
Fox CorpFOXA465 $+465 $
ALLSTATE CORPALL416 $+416 $
PG&E CorpPCG370 $+23 $347 $+347 $
Elanco Animal Health IncELAN362 $+362 $
AURORA CANNABIS INCACB211 $-87 $298 $+86 $212 $+212 $
CAMECO CORPCCJ297 $+297 $
Kraft Heinz CoKHC284 $+284 $
TAKEDA PHARMACEUTICAL CO LTDTAK232 $+232 $
Solventum CorpSOLV228 $+228 $
EchoStar CORPSATS194 $+194 $
DXC Technology CoDXC147 $+147 $
PAN AMERICAN SILVER CORPPAAS114 $+114 $
CONOCOPHILLIPSCOP94 $+94 $
Organon & Co.OGN72 $+19 $53 $-7 $60 $+60 $
Adient plcADNT39 $+39 $
107.359.497 $+20.557.770 $86.745.856 $+11.033.846 $75.919.779 $+75.919.779 $
Erweiterte Einstellungen ×