Investments: Cascade Financial Partners, 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. ($)
873.747.694 $+113.807.789 $759.949.911 $+34.223.397 $726.180.515 $+32.597.778 $694.332.369 $+694.332.369 $
BANK OF AMERICA CORP /DE/BAC391.176.290 $+22.898.170 $368.278.120 $+14.445.137 $353.832.983 $+31.768.408 $322.064.575 $+322.064.575 $
ELI LILLY & CoLLY254.287.726 $+73.680.165 $180.607.561 $-3.405.295 $184.012.856 $-10.064.561 $194.077.417 $+194.077.417 $
APPFOLIO INCAPPF52.538.059 $+1.053.681 $51.484.378 $+9.796.858 $41.687.520 $-1.568.402 $43.255.922 $+43.255.922 $
BlackRock, Inc.BLK51.475.764 $+10.242.307 $41.233.457 $+5.203.439 $36.030.018 $+3.508.910 $32.521.108 $+32.521.108 $
PEPSICO INCPEP19.595.073 $-1.102.412 $20.697.485 $+966.616 $19.730.869 $-2.644.827 $22.375.696 $+22.375.696 $
NVIDIA CORPNVDA16.754.403 $+285.950 $16.468.453 $+2.224.104 $14.244.349 $+4.283.382 $9.960.967 $+9.960.967 $
AMAZON COM INCAMZN16.134.474 $+865.647 $15.268.827 $-432.844 $15.701.671 $+2.403.510 $13.298.161 $+13.298.161 $
BERKSHIRE HATHAWAY INCBRK-B12.963.231 $-2.435 $12.965.666 $+430.022 $12.535.644 $-1.207.105 $13.742.749 $+13.742.749 $
MICROSOFT CORPMSFT10.731.162 $-969.336 $11.700.498 $+292.492 $11.408.006 $+2.860.524 $8.547.482 $+8.547.482 $
ALPHA PRO TECH LTDAPT10.898.877 $+2.503.833 $8.395.044 $+1.896.132 $6.498.912 $+879.653 $5.619.259 $+5.619.259 $
Bank of New York Mellon CorpBK2.288.250 $+2.288.250 $
SPS COMMERCE INCSPSC1.941.126 $+145.647 $1.795.479 $+487.453 $1.308.026 $+96.685 $1.211.341 $+1.211.341 $
NEXTERA ENERGY INCNEE1.560.259 $-187.199 $1.747.458 $+144.674 $1.602.784 $-47.834 $1.650.618 $+1.650.618 $
JOHNSON & JOHNSONJNJ1.712.748 $+249.968 $1.462.780 $+157.080 $1.305.700 $-99.616 $1.405.316 $+1.405.316 $
AFLAC INCAFL1.336.142 $-138.521 $1.474.663 $+87.653 $1.387.010 $-97.599 $1.484.609 $+1.484.609 $
ADVANCED MICRO DEVICES INCAMD1.360.574 $+456.318 $904.256 $-8.029 $912.285 $+247.242 $665.043 $+665.043 $
Mastercard IncMA1.344.734 $+4.876 $1.339.858 $+16.183 $1.323.675 $+32.554 $1.291.121 $+1.291.121 $
JPMORGAN CHASE & COJPM1.299.962 $+66.066 $1.233.896 $+186.802 $1.047.094 $+271.507 $775.587 $+775.587 $
ISHARES GOLD TRUSTIAU1.257.486 $+93.748 $1.163.738 $+166.477 $997.261 $+24.893 $972.368 $+972.368 $
PALATIN TECHNOLOGIES INCPTNT1.183.637 $+82.003 $1.101.634 $+360.190 $741.444 $+59.576 $681.868 $+681.868 $
REALTY INCOME CORPO1.144.701 $+117.377 $1.027.324 $+95.819 $931.505 $+134.588 $796.917 $+796.917 $
PROCTER & GAMBLE CoPG917.484 $-153.931 $1.071.415 $+41.065 $1.030.350 $+236.859 $793.491 $+793.491 $
CSX CORPCSX998.506 $-59.514 $1.058.020 $+91.193 $966.827 $+94.816 $872.011 $+872.011 $
EQUITY RESIDENTIALEQR1.041.044 $+180.569 $860.475 $-2.387 $862.862 $+200.329 $662.533 $+662.533 $
Accenture plcACN569.682 $-10.149 $579.831 $-338.150 $917.981 $-49.749 $967.730 $+967.730 $
NETFLIX INCNFLX759.048 $-107.010 $866.058 $-101.283 $967.341 $+306.769 $660.572 $+660.572 $
MCDONALDS CORPMCD957.041 $+76.064 $880.977 $+23.750 $857.227 $-40.524 $897.751 $+897.751 $
RTX CorpRTX943.771 $+79.851 $863.920 $+173.688 $690.232 $+48.202 $642.030 $+642.030 $
MPLX LPMPLX872.096 $+298.142 $573.954 $+21.738 $552.216 $+15.648 $536.568 $+536.568 $
UNITEDHEALTH GROUP INCUNH669.222 $-24.127 $693.349 $+441.290 $252.059 $-215.105 $467.164 $+467.164 $
AT&T INC.T589.180 $-87.676 $676.856 $-10.990 $687.846 $+24.171 $663.675 $+663.675 $
PFIZER INCPFE650.643 $-31.412 $682.055 $+35.630 $646.425 $-33.123 $679.548 $+679.548 $
NOVARTIS AGNVS666.326 $+33.718 $632.608 $+2.751 $629.857 $+63.539 $566.318 $+566.318 $
AbbVie Inc.ABBV568.005 $-7.466 $575.471 $+114.233 $461.238 $-59.254 $520.492 $+520.492 $
Strategy IncMSTR547.713 $+547.713 $
iShares Bitcoin Trust ETFIBIT301.078 $-216.777 $517.855 $+42.437 $475.418 $+205.231 $270.187 $+270.187 $
ORACLE CORPORCL514.085 $+109.788 $404.297 $+155.594 $248.703 $+248.703 $
abrdn Gold ETF TrustSGOL508.160 $+52.820 $455.340 $+65.190 $390.150 $+21.277 $368.873 $+368.873 $
COCA COLA COKO420.653 $-18.111 $438.764 $-26.792 $465.556 $+22.964 $442.592 $+442.592 $
EMERSON ELECTRIC COEMR395.771 $-62.310 $458.081 $+8.492 $449.589 $+79.883 $369.706 $+369.706 $
INTEL CORPINTC453.554 $+199.916 $253.638 $+38.011 $215.627 $-119.005 $334.632 $+334.632 $
LOCKHEED MARTIN CORPLMT448.392 $+107.911 $340.481 $-68.027 $408.508 $+14.492 $394.016 $+394.016 $
Parker-Hannifin CorpPH437.722 $+60.163 $377.559 $+29.721 $347.838 $+45.129 $302.709 $+302.709 $
EXXON MOBIL CORPXOM413.855 $-20.441 $434.296 $+40.707 $393.589 $+60.547 $333.042 $+333.042 $
AMGEN INCAMGN434.005 $+160.669 $273.336 $+3.333 $270.003 $-30.810 $300.813 $+300.813 $
COLGATE PALMOLIVE COCL298.775 $-71.747 $370.522 $-48.982 $419.504 $-12.922 $432.426 $+432.426 $
Palo Alto Networks IncPANW432.133 $+198.784 $233.349 $+878 $232.471 $-186.962 $419.433 $+419.433 $
CITIGROUP INCC426.555 $+20.365 $406.190 $+406.190 $
CATERPILLAR INCCAT422.211 $+59.096 $363.115 $+67.686 $295.429 $+57.643 $237.786 $+237.786 $
BOEING COBA332.490 $-88.673 $421.163 $+7.055 $414.108 $+61.689 $352.419 $+352.419 $
FISERV INCFISV229.495 $-77.395 $306.890 $-86.187 $393.077 $+393.077 $
LINDE PLCLIN293.628 $-73.849 $367.477 $+4.502 $362.975 $+2.739 $360.236 $+360.236 $
UNITED PARCEL SERVICE INCUPS241.627 $+19.187 $222.440 $-94.613 $317.053 $-48.774 $365.827 $+365.827 $
MICRON TECHNOLOGY INCMU324.402 $+324.402 $
CHEVRON CORPCVX323.116 $+64.707 $258.409 $+56.490 $201.919 $+201.919 $
VERIZON COMMUNICATIONS INCVZ287.595 $-34.031 $321.626 $+15.794 $305.832 $+24.464 $281.368 $+281.368 $
BOSTON SCIENTIFIC CORPBSX273.604 $-6.542 $280.146 $-28.064 $308.210 $+18.738 $289.472 $+289.472 $
STRYKER CORPSYK236.188 $-12.230 $248.418 $-29.314 $277.732 $+16.412 $261.320 $+261.320 $
INTUITIVE SURGICAL INCISRG277.516 $+58.373 $219.143 $-47.128 $266.271 $+23.589 $242.682 $+242.682 $
Walt Disney CoDIS245.780 $-3.867 $249.647 $-21.466 $271.113 $+28.684 $242.429 $+242.429 $
YUM BRANDS INCYUM266.757 $-1.269 $268.026 $+6.736 $261.290 $+7.416 $253.874 $+253.874 $
GENERAL DYNAMICS CORPGD255.525 $-10.796 $266.321 $+38.535 $227.786 $+14.901 $212.885 $+212.885 $
NICOLET BANKSHARES INCNIC221.259 $-30.320 $251.579 $-11.831 $263.410 $+263.410 $
Eaton Corp plcETN221.556 $-38.772 $260.328 $+47.705 $212.623 $+212.623 $
EVERSOURCE ENERGYES208.656 $-10.833 $219.489 $-30.255 $249.744 $+249.744 $
Ready Capital CorpRC97.350 $-117.988 $215.338 $-27.822 $243.160 $+36.287 $206.873 $+206.873 $
Booking Holdings Inc.BKNG226.377 $+226.377 $
COMCAST CORPCMCSA210.054 $-7.122 $217.176 $+217.176 $
GOLDMAN SACHS GROUP INCGS216.234 $+216.234 $
ASTRAZENECA PLCAZN201.956 $+201.956 $
ENDEAVOUR SILVER CORPEXK128.780 $-49.188 $177.968 $+66.284 $111.684 $-7.449 $119.133 $+119.133 $
873.747.694 $+113.807.789 $759.949.911 $+34.223.397 $726.180.515 $+32.597.778 $694.332.369 $+694.332.369 $
Erweiterte Einstellungen ×