Investments: DIVERSIFY WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.719.901.720 $+359.079.242 $1.364.641.035 $+1.364.641.035 $
BANK OF AMERICA CORP /DE/BAC1.107.939.079 $+284.243.250 $823.695.829 $+823.695.829 $
BlackRock, Inc.BLK72.119.870 $+47.984.162 $24.135.708 $+24.135.708 $
NVIDIA CORPNVDA43.401.707 $-4.872.631 $48.274.338 $+48.274.338 $
ALPHA PRO TECH LTDAPT32.745.501 $+9.229.130 $23.516.371 $+23.516.371 $
APPFOLIO INCAPPF29.548.221 $-408.738 $29.956.959 $+29.956.959 $
AMAZON COM INCAMZN27.343.744 $-332.990 $27.676.734 $+27.676.734 $
MICROSOFT CORPMSFT24.100.444 $-2.195.812 $26.296.256 $+26.296.256 $
LAM RESEARCH CORPLRCX13.470.454 $+2.867.776 $10.602.678 $+10.602.678 $
MORGAN STANLEYMS11.994.745 $+2.392.663 $9.602.082 $+9.602.082 $
ORACLE CORPORCL9.255.381 $-2.676.149 $11.931.530 $+11.931.530 $
Palo Alto Networks IncPANW10.340.461 $-979.409 $11.319.870 $+11.319.870 $
JPMORGAN CHASE & COJPM10.245.644 $+339.766 $9.905.878 $+9.905.878 $
Stagwell IncSTGW9.555.000 $+1.242.500 $8.312.500 $+8.312.500 $
ADVANCED MICRO DEVICES INCAMD6.687.165 $-2.311.620 $8.998.785 $+8.998.785 $
Walmart Inc.WMT8.533.099 $+1.393.456 $7.139.643 $+7.139.643 $
BERKSHIRE HATHAWAY INCBRK-B8.111.789 $+595.802 $7.515.987 $+7.515.987 $
ELI LILLY & CoLLY7.611.113 $+963.861 $6.647.252 $+6.647.252 $
AbbVie Inc.ABBV7.576.537 $+398.556 $7.177.981 $+7.177.981 $
PEPSICO INCPEP5.200.814 $-2.146.187 $7.347.001 $+7.347.001 $
ATMOS ENERGY CORPATO6.976.229 $-263.599 $7.239.828 $+7.239.828 $
PALATIN TECHNOLOGIES INCPTNT7.234.067 $+3.654.965 $3.579.102 $+3.579.102 $
Moelis & CoMC6.987.821 $+1.043.201 $5.944.620 $+5.944.620 $
CHEVRON CORPCVX6.861.471 $+441.023 $6.420.448 $+6.420.448 $
Mastercard IncMA6.533.360 $+262.947 $6.270.413 $+6.270.413 $
CUMMINS INCCMI6.491.191 $+1.278.565 $5.212.626 $+5.212.626 $
Medtronic plcMDT6.262.165 $+908.034 $5.354.131 $+5.354.131 $
VERIZON COMMUNICATIONS INCVZ6.015.264 $-214.329 $6.229.593 $+6.229.593 $
AppLovin CorpAPP3.989.347 $-2.027.646 $6.016.993 $+6.016.993 $
RTX CorpRTX5.962.929 $-24.022 $5.986.951 $+5.986.951 $
EXXON MOBIL CORPXOM5.945.778 $+625.090 $5.320.688 $+5.320.688 $
INTUITIVE SURGICAL INCISRG5.689.234 $+464.588 $5.224.646 $+5.224.646 $
JOHNSON & JOHNSONJNJ5.669.732 $+775.170 $4.894.562 $+4.894.562 $
MCDONALDS CORPMCD5.165.514 $+150.018 $5.015.496 $+5.015.496 $
Walt Disney CoDIS5.140.255 $+228.522 $4.911.733 $+4.911.733 $
Zoetis Inc.ZTS4.127.744 $-924.008 $5.051.752 $+5.051.752 $
EMERSON ELECTRIC COEMR4.941.637 $+49.132 $4.892.505 $+4.892.505 $
Accenture plcACN4.707.515 $+165 $4.707.350 $+4.707.350 $
ISHARES GOLD TRUSTIAU4.663.523 $+4.461.309 $202.214 $+202.214 $
Amcor plcAMCR4.502.138 $+153.594 $4.348.544 $+4.348.544 $
AMERICAN EXPRESS COAXP4.318.317 $-139.728 $4.458.045 $+4.458.045 $
LOCKHEED MARTIN CORPLMT4.410.052 $+415.302 $3.994.750 $+3.994.750 $
STRYKER CORPSYK4.364.040 $+229.287 $4.134.753 $+4.134.753 $
UNITEDHEALTH GROUP INCUNH4.119.492 $-38.221 $4.157.713 $+4.157.713 $
AMGEN INCAMGN4.137.195 $+294.682 $3.842.513 $+3.842.513 $
COCA COLA COKO4.118.526 $+194.325 $3.924.201 $+3.924.201 $
Viking Holdings LtdVIK3.561.769 $-515.280 $4.077.049 $+4.077.049 $
Edwards Lifesciences CorpEW3.925.040 $+82.907 $3.842.133 $+3.842.133 $
EMBRAER S.A.EMBJ3.860.069 $+547.972 $3.312.097 $+3.312.097 $
SAP SESAP3.046.518 $-807.593 $3.854.111 $+3.854.111 $
NETFLIX INCNFLX3.840.366 $+1.903.993 $1.936.373 $+1.936.373 $
GENERAL DYNAMICS CORPGD3.820.622 $+202.794 $3.617.828 $+3.617.828 $
CURTISS WRIGHT CORPCW3.416.428 $+347.554 $3.068.874 $+3.068.874 $
ASML HOLDING NVASML3.199.374 $+387.792 $2.811.582 $+2.811.582 $
REALTY INCOME CORPO3.098.982 $+775.186 $2.323.796 $+2.323.796 $
HARMONY GOLD MINING CO LTDHMY3.065.247 $+873.633 $2.191.614 $+2.191.614 $
MICRON TECHNOLOGY INCMU2.955.125 $+1.228.059 $1.727.066 $+1.727.066 $
TransDigm Group INCTDG2.899.441 $+338.397 $2.561.044 $+2.561.044 $
GOLD FIELDS LTDGFI2.882.949 $+843.770 $2.039.179 $+2.039.179 $
BARCLAYS PLCBCS2.840.080 $+523.344 $2.316.736 $+2.316.736 $
FAIR ISAAC CORPFICO2.819.610 $+558.263 $2.261.347 $+2.261.347 $
Sibanye Stillwater LtdSBSW2.557.528 $+1.114.791 $1.442.737 $+1.442.737 $
GENERAL ELECTRIC COGE2.462.433 $+696.175 $1.766.258 $+1.766.258 $
STERIS plcSTE2.265.417 $+7.727 $2.257.690 $+2.257.690 $
Sea LtdSE2.148.528 $+86.958 $2.061.570 $+2.061.570 $
SPS COMMERCE INCSPSC2.089.769 $+267.459 $1.822.310 $+1.822.310 $
nVent Electric plcNVT2.050.726 $+54.180 $1.996.546 $+1.996.546 $
PROCTER & GAMBLE CoPG1.430.507 $-564.612 $1.995.119 $+1.995.119 $
CHIPOTLE MEXICAN GRILL INCCMG1.941.679 $+1.941.679 $
ENBRIDGE INCENB1.622.569 $-315.608 $1.938.177 $+1.938.177 $
Sony Group CorpSONY1.650.181 $-244.923 $1.895.104 $+1.895.104 $
RAMBUS INCRMBS1.697.949 $-73.857 $1.771.806 $+1.771.806 $
UNILEVER PLCUL1.424.888 $-332.267 $1.757.155 $+1.757.155 $
CEMEX SAB DE CVCX1.682.493 $+413.013 $1.269.480 $+1.269.480 $
BERKLEY W R CORPWRB1.184.390 $-495.714 $1.680.104 $+1.680.104 $
TELEDYNE TECHNOLOGIES INCTDY1.365.325 $-305.739 $1.671.064 $+1.671.064 $
Ascendis Pharma A/SASND1.666.853 $+200.905 $1.465.948 $+1.465.948 $
RYANAIR HOLDINGS PLCRYAAY1.628.169 $+226.760 $1.401.409 $+1.401.409 $
CITIGROUP INCC1.581.932 $+327.654 $1.254.278 $+1.254.278 $
POOL CORPPOOL1.405.690 $-141.507 $1.547.197 $+1.547.197 $
INSULET CORPPODD1.420.803 $-103.711 $1.524.514 $+1.524.514 $
COPART INCCPRT1.017.266 $-467.075 $1.484.341 $+1.484.341 $
REPLIGEN CORPRGEN1.452.670 $+260.383 $1.192.287 $+1.192.287 $
Penumbra IncPEN1.449.603 $+442.733 $1.006.870 $+1.006.870 $
Allegion plcALLE1.164.709 $-277.940 $1.442.649 $+1.442.649 $
RELX PLCRELX1.034.945 $-396.239 $1.431.184 $+1.431.184 $
Otis Worldwide CorpOTIS1.130.956 $-299.991 $1.430.947 $+1.430.947 $
Eaton Corp plcETN1.328.555 $-87.841 $1.416.396 $+1.416.396 $
GOLDMAN SACHS GROUP INCGS1.327.207 $+192.623 $1.134.584 $+1.134.584 $
BOEING COBA1.297.084 $+228.114 $1.068.970 $+1.068.970 $
LINDE PLCLIN1.082.613 $-192.165 $1.274.778 $+1.274.778 $
MERCADOLIBRE INCMELI904.164 $-369.979 $1.274.143 $+1.274.143 $
KT CORPKT1.155.506 $-99.067 $1.254.573 $+1.254.573 $
TotalEnergies SETTE1.055.958 $-171.317 $1.227.275 $+1.227.275 $
HAWKINS INCHWKN1.150.151 $+222.787 $927.364 $+927.364 $
SYNOPSYS INCSNPS1.132.613 $+158.269 $974.344 $+974.344 $
UFP TECHNOLOGIES INCUFPT1.105.707 $+286.520 $819.187 $+819.187 $
BADGER METER INCBMI1.054.669 $-23.574 $1.078.243 $+1.078.243 $
ENTEGRIS INCENTG1.056.004 $+159.358 $896.646 $+896.646 $
CVS HEALTH CorpCVS1.046.353 $+45.442 $1.000.911 $+1.000.911 $
SAIA INCSAIA915.686 $-97.988 $1.013.674 $+1.013.674 $
COMMVAULT SYSTEMS INCCVLT911.640 $-79.331 $990.971 $+990.971 $
STARBUCKS CORPSBUX933.900 $+83.290 $850.610 $+850.610 $
3M COMMM911.253 $+62.932 $848.321 $+848.321 $
Avery Dennison CorpAVY903.362 $+110.524 $792.838 $+792.838 $
CDW CorpCDW819.498 $-83.723 $903.221 $+903.221 $
RBC Bearings INCRBC884.396 $+91.856 $792.540 $+792.540 $
CATERPILLAR INCCAT880.712 $+110.164 $770.548 $+770.548 $
FREEPORT-MCMORAN INCFCX853.412 $+203.395 $650.017 $+650.017 $
TYLER TECHNOLOGIES INCTYL561.015 $-259.539 $820.554 $+820.554 $
DECKERS OUTDOOR CORPDECK695.391 $-92.446 $787.837 $+787.837 $
LKQ CORPLKQ561.760 $-195.295 $757.055 $+757.055 $
Aon plcAON642.389 $-75.754 $718.143 $+718.143 $
TechnipFMC plcFTI713.348 $+65.214 $648.134 $+648.134 $
SYSCO CORPSYY697.667 $+39.409 $658.258 $+658.258 $
INTEL CORPINTC691.604 $+142.674 $548.930 $+548.930 $
DIAGEO PLCDEO677.661 $+677.661 $
BARRICK MINING CORPB675.451 $+195.181 $480.270 $+480.270 $
COLGATE PALMOLIVE COCL672.828 $+87.415 $585.413 $+585.413 $
AGNICO EAGLE MINES LTDAEM640.279 $+103.024 $537.255 $+537.255 $
SHERWIN WILLIAMS COSHW623.363 $+31.715 $591.648 $+591.648 $
BOSTON SCIENTIFIC CORPBSX609.368 $+81.714 $527.654 $+527.654 $
AES CORPAES545.550 $-26.808 $572.358 $+572.358 $
JONES LANG LASALLE INCJLL559.294 $+71.396 $487.898 $+487.898 $
TENET HEALTHCARE CORPTHC518.492 $-9.351 $527.843 $+527.843 $
SCHWAB CHARLES CORPSCHW518.375 $+107.369 $411.006 $+411.006 $
PG&E CorpPCG483.623 $-34.522 $518.145 $+518.145 $
Duke Energy CORPDUK489.527 $-16.851 $506.378 $+506.378 $
CSX CORPCSX506.146 $+48.054 $458.092 $+458.092 $
UNITED PARCEL SERVICE INCUPS498.280 $+44.861 $453.419 $+453.419 $
iShares Bitcoin Trust ETFIBIT486.342 $+11.128 $475.214 $+475.214 $
METLIFE INCMET475.696 $+12.803 $462.893 $+462.893 $
Parker-Hannifin CorpPH462.268 $+138.496 $323.772 $+323.772 $
CASTLE BIOSCIENCES INCCSTL459.348 $+154.043 $305.305 $+305.305 $
CONOCOPHILLIPSCOP459.145 $+86.672 $372.473 $+372.473 $
WATSCO INCWSO456.730 $+2.365 $454.365 $+454.365 $
BECTON DICKINSON & COBDX453.403 $+54.294 $399.109 $+399.109 $
CIENA CORPCIEN447.499 $+447.499 $
AT&T INC.T444.518 $+20.933 $423.585 $+423.585 $
NEXTERA ENERGY INCNEE441.236 $+54.811 $386.425 $+386.425 $
Simply Good Foods CoSMPL430.859 $+430.859 $
COMCAST CORPCMCSA417.148 $+27.582 $389.566 $+389.566 $
CENTENE CORPCNC415.753 $+92.608 $323.145 $+323.145 $
ASTRAZENECA PLCAZN394.449 $+160.025 $234.424 $+234.424 $
AFLAC INCAFL370.928 $+6.199 $364.729 $+364.729 $
PFIZER INCPFE332.415 $+43.549 $288.866 $+288.866 $
Owens CorningOC318.331 $-11.323 $329.654 $+329.654 $
Shell plcSHEL319.456 $+66.973 $252.483 $+252.483 $
YPF SOCIEDAD ANONIMAYPF306.963 $+306.963 $
TIMKEN COTKR300.571 $+37.734 $262.837 $+262.837 $
FirstService CorpFSV293.551 $-5.093 $298.644 $+298.644 $
ARES CAPITAL CORPARCC264.873 $-31.916 $296.789 $+296.789 $
Solventum CorpSOLV290.429 $+41.450 $248.979 $+248.979 $
MCKESSON CORPMCK289.249 $+289.249 $
Rocket Lab CorpRKLB283.944 $+283.944 $
Public StoragePSA269.242 $+269.242 $
FIRSTENERGY CORPFE253.356 $+253.356 $
CARDINAL HEALTH INCCAH249.317 $+249.317 $
Booking Holdings Inc.BKNG239.183 $+27.900 $211.283 $+211.283 $
WILLIAMS SONOMA INCWSM233.009 $+21.164 $211.845 $+211.845 $
ARGENX SEARGX221.269 $+221.269 $
Strategy IncMSTR208.039 $+208.039 $
NatWest Group plcNWG171.466 $+171.466 $
NOKIA CORPNOK93.536 $-18.988 $112.524 $+112.524 $
1.719.901.720 $+359.079.242 $1.364.641.035 $+1.364.641.035 $
Erweiterte Einstellungen ×