Investments: Partnership 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. ($)
125.261.270 $+8.419.115 $116.842.155 $+6.350.045 $111.621.055 $+3.165.555 $108.455.500 $+108.455.500 $
BANK OF AMERICA CORP /DE/BAC66.701.666 $+1.060.338 $65.641.328 $+6.897.249 $58.744.079 $+976.759 $57.767.320 $+57.767.320 $
ELI LILLY & CoLLY22.822.979 $+6.619.911 $16.203.068 $-762.623 $16.965.691 $-1.061.447 $18.027.138 $+18.027.138 $
MICROSOFT CORPMSFT4.172.813 $-190.547 $4.363.360 $+122.366 $4.240.994 $+1.077.525 $3.163.469 $+3.163.469 $
BlackRock, Inc.BLK2.997.862 $+126.282 $2.871.580 $-50.037 $2.921.617 $+416.874 $2.504.743 $+2.504.743 $
Trane Technologies plcTT2.043.300 $-171.990 $2.215.290 $-81.113 $2.296.403 $+527.573 $1.768.830 $+1.768.830 $
JOHNSON & JOHNSONJNJ2.069.500 $+215.300 $1.854.200 $+326.700 $1.527.500 $-130.900 $1.658.400 $+1.658.400 $
PEPSICO INCPEP1.697.555 $+22.527 $1.675.028 $+100.187 $1.574.841 $-213.493 $1.788.334 $+1.788.334 $
COLGATE PALMOLIVE COCL1.363.411 $-15.874 $1.379.285 $-189.104 $1.568.389 $-48.311 $1.616.700 $+1.616.700 $
Constellation Energy CorpCEG1.585.829 $+108.634 $1.477.195 $+28.325 $1.448.870 $+543.753 $905.117 $+905.117 $
NVIDIA CORPNVDA1.579.471 $+50.632 $1.528.839 $-35.106 $1.563.945 $+528.482 $1.035.463 $+1.035.463 $
Medtronic plcMDT1.545.125 $+85.477 $1.459.648 $+117.230 $1.342.418 $-53.377 $1.395.795 $+1.395.795 $
BERKSHIRE HATHAWAY INCBRK-B1.497.897 $+32.410 $1.465.487 $+138.849 $1.326.638 $-183.226 $1.509.864 $+1.509.864 $
Walt Disney CoDIS1.430.203 $+59.523 $1.370.680 $-103.923 $1.474.603 $+278.359 $1.196.244 $+1.196.244 $
INTEL CORPINTC295.200 $+26.800 $268.400 $-1.141.664 $1.410.064 $+737.896 $672.168 $+672.168 $
APPFOLIO INCAPPF1.256.462 $+79.847 $1.176.615 $+306.716 $869.899 $-71.667 $941.566 $+941.566 $
PROCTER & GAMBLE CoPG883.638 $-62.860 $946.498 $-124.559 $1.071.057 $-73.102 $1.144.159 $+1.144.159 $
PRICE T ROWE GROUP INCTROW1.128.945 $-6.275 $1.135.220 $+1.135.220 $
EMERSON ELECTRIC COEMR1.087.375 $+12.617 $1.074.758 $-17.615 $1.092.373 $+194.092 $898.281 $+898.281 $
MCDONALDS CORPMCD952.595 $+5.548 $947.047 $+36.643 $910.404 $-62.814 $973.218 $+973.218 $
CHEVRON CORPCVX883.978 $-16.704 $900.682 $+70.180 $830.502 $-139.780 $970.282 $+970.282 $
AMERICAN EXPRESS COAXP809.312 $+65.273 $744.039 $+30.228 $713.811 $+125.816 $587.995 $+587.995 $
PFIZER INCPFE733.355 $-17.082 $750.437 $+36.521 $713.916 $-32.398 $746.314 $+746.314 $
AT&T INC.T617.473 $-84.517 $701.990 $-17.401 $719.391 $+16.407 $702.984 $+702.984 $
MCCORMICK & CO INCMKC544.880 $+9.600 $535.280 $-71.280 $606.560 $-51.920 $658.480 $+658.480 $
NEXTERA ENERGY INCNEE642.240 $+38.320 $603.920 $+48.560 $555.360 $-11.760 $567.120 $+567.120 $
EXELON CORPEXC587.027 $-19.123 $606.150 $+21.413 $584.737 $-35.822 $620.559 $+620.559 $
FEDEX CORPFDX606.606 $+111.405 $495.201 $+17.850 $477.351 $-34.587 $511.938 $+511.938 $
ALBEMARLE CORPALB565.760 $+241.440 $324.320 $+73.640 $250.680 $-37.400 $288.080 $+288.080 $
AbbVie Inc.ABBV536.723 $-7.164 $543.887 $+107.866 $436.021 $-56.141 $492.162 $+492.162 $
RTX CorpRTX499.961 $+43.827 $456.134 $+58.109 $398.025 $+36.981 $361.044 $+361.044 $
SYSCO CORPSYY368.450 $-43.250 $411.700 $+33.000 $378.700 $+3.500 $375.200 $+375.200 $
ALPHA PRO TECH LTDAPT386.763 $+82.012 $304.751 $+304.751 $
VERIZON COMMUNICATIONS INCVZ303.113 $-23.963 $327.076 $+5.061 $322.015 $-15.554 $337.569 $+337.569 $
Duke Energy CORPDUK306.153 $-17.082 $323.235 $+15.019 $308.216 $-10.370 $318.586 $+318.586 $
3M COMMM320.200 $+9.840 $310.360 $+5.880 $304.480 $+10.760 $293.720 $+293.720 $
Allegion plcALLE286.755 $-32.652 $319.407 $+59.847 $259.560 $+24.602 $234.958 $+234.958 $
COCA COLA COKO279.640 $+14.360 $265.280 $-17.720 $283.000 $-3.480 $286.480 $+286.480 $
125.261.270 $+8.419.115 $116.842.155 $+6.350.045 $111.621.055 $+3.165.555 $108.455.500 $+108.455.500 $
Erweiterte Einstellungen ×