Investments: Evergreen Private 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. ($)
233.301.064 $+6.462.941 $227.696.451 $+10.955.701 $216.801.599 $+27.233.974 $193.229.478 $+193.229.478 $
BANK OF AMERICA CORP /DE/BAC146.345.377 $+9.549.317 $136.796.060 $+6.221.560 $130.574.500 $+14.985.910 $115.588.590 $+115.588.590 $
ALPHA PRO TECH LTDAPT10.172.890 $-886.776 $11.059.666 $+4.492.892 $6.566.774 $+1.081.595 $5.485.179 $+5.485.179 $
NETFLIX INCNFLX6.531.214 $-2.641.418 $9.172.632 $-1.577.564 $10.750.196 $+2.569.347 $8.180.849 $+8.180.849 $
BlackRock, Inc.BLK8.646.626 $+291.075 $8.355.551 $-149.811 $8.505.362 $+639.286 $7.866.076 $+7.866.076 $
BERKSHIRE HATHAWAY INCBRK-B8.497.484 $+483.326 $8.014.158 $+97.584 $7.916.574 $-715.993 $8.632.567 $+8.632.567 $
JPMORGAN CHASE & COJPM7.615.080 $-910.847 $8.525.927 $+385.321 $8.140.606 $+1.182.977 $6.957.629 $+6.957.629 $
MICROSOFT CORPMSFT7.751.189 $-519.305 $8.270.494 $+89.484 $8.181.010 $+2.332.892 $5.848.118 $+5.848.118 $
AMAZON COM INCAMZN7.052.858 $+144.518 $6.908.340 $-130.139 $7.038.479 $+1.201.104 $5.837.375 $+5.837.375 $
APPFOLIO INCAPPF6.649.640 $-399.318 $7.048.958 $+1.551.001 $5.497.957 $-183.948 $5.681.905 $+5.681.905 $
Zoetis Inc.ZTS5.890.656 $+996.199 $4.894.457 $-241.153 $5.135.610 $+237.739 $4.897.871 $+4.897.871 $
AT&T INC.T3.675.785 $-514.972 $4.190.757 $-278.328 $4.469.085 $-298.095 $4.767.180 $+4.767.180 $
Parker-Hannifin CorpPH4.017.021 $-34.361 $4.051.382 $+249.252 $3.802.130 $+560.331 $3.241.799 $+3.241.799 $
ASBURY AUTOMOTIVE GROUP INCABG3.661.853 $+3.661.853 $
TARGET CORPTGT3.570.379 $+804.832 $2.765.547 $-277.812 $3.043.359 $+2.896.420 $146.939 $+146.939 $
CITIGROUP INCC2.619.557 $+156.611 $2.462.946 $+8.476 $2.454.470 $+196.647 $2.257.823 $+2.257.823 $
HF Sinclair CorpDINO1.612.108 $-264.938 $1.877.046 $+369.739 $1.507.307 $+531.504 $975.803 $+975.803 $
NVIDIA CORPNVDA318.711 $+32.515 $286.196 $+69.998 $216.198 $+106.904 $109.294 $+109.294 $
RTX CorpRTX269.710 $+39.194 $230.516 $+24.685 $205.831 $+21.977 $183.854 $+183.854 $
AbbVie Inc.ABBV215.804 $-15.573 $231.377 $+38.873 $192.504 $-69.784 $262.288 $+262.288 $
AMGEN INCAMGN256.845 $+43.864 $212.981 $+2.257 $210.724 $-32.402 $243.126 $+243.126 $
Palo Alto Networks IncPANW208.699 $-47.251 $255.950 $+16.112 $239.838 $-4.860 $244.698 $+244.698 $
FISERV INCFISV132.661 $+33.256 $99.405 $-32.833 $132.238 $-78.213 $210.451 $+210.451 $
PAYCHEX INCPAYX138.754 $+4.556 $134.198 $-23.845 $158.043 $-45.662 $203.705 $+203.705 $
ADVANCED MICRO DEVICES INCAMD195.314 $+47.762 $147.552 $+81.994 $65.558 $+32.784 $32.774 $+32.774 $
CINTAS CORPCTAS119.520 $-9.067 $128.587 $-17.486 $146.073 $-24.595 $170.668 $+170.668 $
MORGAN STANLEYMS166.780 $+2.120 $164.660 $+6.443 $158.217 $+11.123 $147.094 $+147.094 $
NEXTERA ENERGY INCNEE130.475 $+2.071 $128.404 $+223 $128.181 $-31.605 $159.786 $+159.786 $
COPART INCCPRT115.806 $+16.872 $98.934 $-12.406 $111.340 $-44.169 $155.509 $+155.509 $
Trane Technologies plcTT126.101 $-5.129 $131.230 $-13.553 $144.783 $-3.799 $148.582 $+148.582 $
GARTNER INCIT134.718 $+56.646 $78.072 $-36.726 $114.798 $-23.716 $138.514 $+138.514 $
ASSURED GUARANTY LTDAGO123.302 $+7.162 $116.140 $-3.361 $119.501 $-1.372 $120.873 $+120.873 $
ORACLE CORPORCL104.014 $+23.155 $80.859 $+38.776 $42.083 $+42.083 $
Infosys LtdINFY0 $-81.472 $81.472 $-10.741 $92.213 $+92.213 $
UNITEDHEALTH GROUP INCUNH57.320 $+5.533 $51.787 $-35.156 $86.943 $+86.943 $
EXXON MOBIL CORPXOM86.818 $+3.812 $83.006 $+5.701 $77.305 $+77.305 $
PROCTER & GAMBLE CoPG66.226 $-532 $66.758 $-7.034 $73.792 $+73.792 $
JOHNSON & JOHNSONJNJ59.924 $+6.309 $53.615 $-4.595 $58.210 $+58.210 $
BALL CorpBALL52.487 $-5.903 $58.390 $+4.185 $54.205 $+54.205 $
CATERPILLAR INCCAT49.624 $+13.132 $36.492 $+10.108 $26.384 $+26.384 $
INTUITIVE SURGICAL INCISRG29.517 $-6.348 $35.865 $+9.120 $26.745 $+26.745 $
DECKERS OUTDOOR CORPDECK34.466 $+1.071 $33.395 $-1.490 $34.885 $+34.885 $
KLA CORPKLAC34.515 $+5.851 $28.664 $+6.910 $21.754 $+21.754 $
BARCLAYS PLCBCS26.226 $+685 $25.541 $+1.175 $24.366 $+24.366 $
MCDONALDS CORPMCD25.527 $+16.178 $9.349 $+3.102 $6.247 $+6.247 $
CHIPOTLE MEXICAN GRILL INCCMG23.514 $+17.899 $5.615 $+5.615 $
SPS COMMERCE INCSPSC21.328 $+3.038 $18.290 $+1.002 $17.288 $+17.288 $
DEERE & CODE18.748 $+12.138 $6.610 $+508 $6.102 $+6.102 $
Walt Disney CoDIS18.091 $+18.091 $
PEPSICO INCPEP13.685 $-238 $13.923 $-1.821 $15.744 $+15.744 $
MCKESSON CORPMCK13.906 $+716 $13.190 $+13.190 $
AUTOZONE INCAZO12.871 $+1.734 $11.137 $+11.137 $
Booking Holdings Inc.BKNG10.799 $-779 $11.578 $+11.578 $
GENERAL ELECTRIC COGE10.830 $+2.594 $8.236 $+8.236 $
PALATIN TECHNOLOGIES INCPTNT9.121 $+2.305 $6.816 $+6.816 $
nVent Electric plcNVT8.384 $+2.158 $6.226 $+6.226 $
Mastercard IncMA7.867 $+7.867 $
Walmart Inc.WMT7.567 $+388 $7.179 $+6.528 $651 $+651 $
BOSTON SCIENTIFIC CORPBSX6.834 $-685 $7.519 $+7.519 $
CNO Financial Group, Inc.CNO5.853 $+143 $5.710 $+5.710 $
CHEVRON CORPCVX5.441 $+5.441 $
LOCKHEED MARTIN CORPLMT4.631 $+4.631 $
TransDigm Group INCTDG3.954 $-608 $4.562 $+4.562 $
MICRON TECHNOLOGY INCMU4.350 $+1.145 $3.205 $+3.205 $
WELLTOWER INC.WELL4.097 $+561 $3.536 $+3.536 $
LAM RESEARCH CORPLRCX4.017 $+1.097 $2.920 $+2.920 $
TECK RESOURCES LTDTECK3.893 $+312 $3.581 $+350 $3.231 $+3.231 $
COMCAST CORPCMCSA3.890 $+3.890 $
HOME BANCSHARES INCHOMB3.529 $+3.529 $
HUBBELL INCHUBB3.442 $+175 $3.267 $+3.267 $
ANALOG DEVICES INCADI3.332 $+3.332 $
COCA COLA COKO3.325 $+3.325 $
NICOLET BANKSHARES INCNIC3.208 $+3.066 $142 $+15 $127 $+127 $
HEICO CORPHEI3.049 $-56 $3.105 $+3.105 $
Constellation Energy CorpCEG2.962 $+57 $2.905 $+2.905 $
Phillips 66PSX1.768 $-1.095 $2.863 $+2.863 $
INTEL CORPINTC2.785 $+926 $1.859 $+1.859 $
SCHWAB CHARLES CORPSCHW2.769 $+123 $2.646 $+2.646 $
FIRSTENERGY CORPFE2.617 $+2.617 $
MERCADOLIBRE INCMELI2.337 $-277 $2.614 $+663 $1.951 $+1.951 $
SYNOPSYS INCSNPS2.563 $+2.563 $
BUCKLE INCBKE2.522 $+572 $1.950 $+1.950 $
Strategy IncMSTR1.933 $-492 $2.425 $+2.425 $
LINDE PLCLIN2.346 $+2.346 $
BOEING COBA2.158 $+63 $2.095 $+2.095 $
KROGER COKR2.152 $+2.152 $
FREEPORT-MCMORAN INCFCX196 $-1.885 $2.081 $+1.892 $189 $+189 $
IDACORP INCIDA2.078 $+2.078 $
SHERWIN WILLIAMS COSHW2.060 $+2.060 $
VERIZON COMMUNICATIONS INCVZ1.990 $+1.990 $
WESTERN DIGITAL CORPWDC1.984 $+1.984 $
SYSCO CORPSYY1.818 $+1.818 $
DOLLAR GENERAL CORPDG1.716 $+1.716 $
WEYERHAEUSER COWY1.670 $+1.670 $
DELTA AIR LINES, INC.DAL1.623 $+1.623 $
Duke Energy CORPDUK1.534 $+1.534 $
AppLovin CorpAPP1.400 $+1.400 $
STARBUCKS CORPSBUX1.283 $+1.283 $
Roblox CorpRBLX693 $+167 $526 $+235 $291 $+291 $
233.301.064 $+6.462.941 $227.696.451 $+10.955.701 $216.801.599 $+27.233.974 $193.229.478 $+193.229.478 $
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