Investments: Drucker Wealth 3.0, 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. ($)
414.860.774 $+7.180.787 $410.072.427 $+59.434.602 $351.628.790 $+51.073.229 $300.782.171 $+300.782.171 $
BANK OF AMERICA CORP /DE/BAC257.224.568 $+2.612.806 $254.611.762 $+43.102.374 $211.509.388 $+40.309.183 $171.200.205 $+171.200.205 $
APPFOLIO INCAPPF20.226.954 $+1.255.307 $18.971.647 $+3.786.498 $15.185.149 $-324.860 $15.510.009 $+15.510.009 $
MICROSOFT CORPMSFT12.484.710 $-1.543.641 $14.028.351 $+1.794.964 $12.233.387 $+4.498.723 $7.734.664 $+7.734.664 $
ALPHA PRO TECH LTDAPT9.349.422 $+2.123.450 $7.225.972 $+1.707.111 $5.518.861 $+376.576 $5.142.285 $+5.142.285 $
JPMORGAN CHASE & COJPM8.960.290 $-35.744 $8.996.034 $+275.512 $8.720.522 $-512.128 $9.232.650 $+9.232.650 $
NVIDIA CORPNVDA8.713.662 $+638.708 $8.074.954 $+1.800.771 $6.274.183 $+2.794.361 $3.479.822 $+3.479.822 $
AMAZON COM INCAMZN7.162.501 $+765.762 $6.396.739 $-239.286 $6.636.025 $+694.501 $5.941.524 $+5.941.524 $
ENBRIDGE INCENB2.042.936 $-349.847 $2.392.783 $-1.559.600 $3.952.383 $-1.403.662 $5.356.045 $+5.356.045 $
EXXON MOBIL CORPXOM4.161.630 $+241.698 $3.919.932 $-814.565 $4.734.497 $-565.343 $5.299.840 $+5.299.840 $
JOHNSON & JOHNSONJNJ4.697.826 $+119.234 $4.578.592 $+2.481.365 $2.097.227 $+1.090.335 $1.006.892 $+1.006.892 $
BERKSHIRE HATHAWAY INCBRK-B3.369.076 $-144.317 $3.513.393 $-56.951 $3.570.344 $-958.086 $4.528.430 $+4.528.430 $
COMCAST CORPCMCSA1.241.590 $+562.190 $679.400 $-1.834.070 $2.513.470 $-1.803.193 $4.316.663 $+4.316.663 $
STARBUCKS CORPSBUX1.485.742 $-212.130 $1.697.872 $-1.141.447 $2.839.319 $-1.188.819 $4.028.138 $+4.028.138 $
Medtronic plcMDT1.740.969 $-67.116 $1.808.085 $-805.176 $2.613.261 $-1.272.795 $3.886.056 $+3.886.056 $
Duke Energy CORPDUK1.461.196 $-219.790 $1.680.986 $-1.140.418 $2.821.404 $-956.175 $3.777.579 $+3.777.579 $
COCA COLA COKO2.578.169 $+91.356 $2.486.813 $-816.947 $3.303.760 $-414.244 $3.718.004 $+3.718.004 $
BECTON DICKINSON & COBDX678.031 $-264.781 $942.812 $-1.437.945 $2.380.757 $-1.250.915 $3.631.672 $+3.631.672 $
GSK plcGSK755.128 $-51.556 $806.684 $-1.201.948 $2.008.632 $-1.127.047 $3.135.679 $+3.135.679 $
CHEVRON CORPCVX2.945.908 $-161.374 $3.107.282 $+1.543.744 $1.563.538 $+1.149.834 $413.704 $+413.704 $
AMGEN INCAMGN2.138.329 $+299.951 $1.838.378 $-816.995 $2.655.373 $-412.404 $3.067.777 $+3.067.777 $
NEXTERA ENERGY INCNEE3.066.804 $+541.386 $2.525.418 $+938.072 $1.587.346 $+1.130.134 $457.212 $+457.212 $
Lloyds Banking Group plcLYG610.976 $-192.942 $803.918 $-1.261.372 $2.065.290 $-700.913 $2.766.203 $+2.766.203 $
Booking Holdings Inc.BKNG1.580.475 $-288.563 $1.869.038 $-485.313 $2.354.351 $-277.954 $2.632.305 $+2.632.305 $
PROCTER & GAMBLE CoPG2.363.048 $-164.549 $2.527.597 $+1.036.279 $1.491.318 $+838.679 $652.639 $+652.639 $
VERIZON COMMUNICATIONS INCVZ1.658.726 $-310.167 $1.968.893 $-212.215 $2.181.108 $-336.991 $2.518.099 $+2.518.099 $
FASTENAL COFAST1.854.424 $-645.104 $2.499.528 $+1.322.563 $1.176.965 $+897.982 $278.983 $+278.983 $
GENUINE PARTS COGPC1.138.501 $+210.397 $928.104 $-917.021 $1.845.125 $-597.287 $2.442.412 $+2.442.412 $
UNITEDHEALTH GROUP INCUNH871.629 $-1.444.169 $2.315.798 $+1.435.682 $880.116 $+92.061 $788.055 $+788.055 $
SCHWAB CHARLES CORPSCHW1.105.483 $-170.924 $1.276.407 $-358.832 $1.635.239 $-605.896 $2.241.135 $+2.241.135 $
GARMIN LTDGRMN1.647.484 $-577.322 $2.224.806 $+1.258.008 $966.798 $+966.798 $
UNITED PARCEL SERVICE INCUPS851.555 $-81.956 $933.511 $-675.385 $1.608.896 $-608.192 $2.217.088 $+2.217.088 $
ORACLE CORPORCL1.412.859 $-762.166 $2.175.025 $+38.603 $2.136.422 $+584.224 $1.552.198 $+1.552.198 $
PFIZER INCPFE1.484.464 $+82.774 $1.401.690 $-323.675 $1.725.365 $-376.477 $2.101.842 $+2.101.842 $
CUMMINS INCCMI2.090.422 $+438.414 $1.652.008 $+989.386 $662.622 $+662.622 $
Mastercard IncMA1.157.774 $-92.488 $1.250.262 $-139.402 $1.389.664 $-340.328 $1.729.992 $+1.729.992 $
AT&T INC.T1.411.774 $-283.235 $1.695.009 $+644.773 $1.050.236 $+706.948 $343.288 $+343.288 $
EMERSON ELECTRIC COEMR1.672.342 $+76.289 $1.596.053 $+631.461 $964.592 $+964.592 $
PEPSICO INCPEP1.639.613 $+132.593 $1.507.020 $+1.129.800 $377.220 $-57.611 $434.831 $+434.831 $
Public StoragePSA1.472.880 $-97.439 $1.570.319 $+778.243 $792.076 $+792.076 $
PRICE T ROWE GROUP INCTROW1.476.070 $-1.127 $1.477.197 $+793.718 $683.479 $+683.479 $
Accenture plcACN1.467.144 $+544.405 $922.739 $+116.205 $806.534 $+504.607 $301.927 $+301.927 $
SYSCO CORPSYY528.190 $-172.000 $700.190 $-671.128 $1.371.318 $+1.371.318 $
ELI LILLY & CoLLY1.286.999 $+505.090 $781.909 $-13.296 $795.205 $+185.941 $609.264 $+609.264 $
CARMAX INCKMX362.573 $-826.541 $1.189.114 $+1.189.114 $
NETFLIX INCNFLX822.190 $-233.489 $1.055.679 $-50.915 $1.106.594 $+585.436 $521.158 $+521.158 $
REGIONS FINANCIAL CORPRF1.099.500 $+78.607 $1.020.893 $+507.835 $513.058 $+513.058 $
CubeSmartCUBE1.024.402 $-16.953 $1.041.355 $+604.653 $436.702 $+436.702 $
Moelis & CoMC952.057 $-33.011 $985.068 $+517.839 $467.229 $+467.229 $
HERSHEY COHSY925.820 $+15.509 $910.311 $+519.462 $390.849 $+390.849 $
AMERICAN EXPRESS COAXP882.795 $+106.033 $776.762 $+53.587 $723.175 $+185.770 $537.405 $+537.405 $
JANUS HENDERSON GROUP PLCJHG879.930 $+139.712 $740.218 $+415.312 $324.906 $+324.906 $
Walmart Inc.WMT859.429 $+158.316 $701.113 $+49.520 $651.593 $+147.476 $504.117 $+504.117 $
AbbVie Inc.ABBV645.631 $+63.183 $582.448 $-272.604 $855.052 $+505.418 $349.634 $+349.634 $
Walt Disney CoDIS366.999 $-32.196 $399.195 $-193.447 $592.642 $-259.950 $852.592 $+852.592 $
EVERSOURCE ENERGYES501.527 $-70.055 $571.582 $-278.189 $849.771 $+849.771 $
FISERV INCFISV234.272 $-260.009 $494.281 $-324.916 $819.197 $+819.197 $
Phillips 66PSX817.563 $+50.157 $767.406 $+340.113 $427.293 $+427.293 $
PAYCHEX INCPAYX776.053 $-38.720 $814.773 $+55.163 $759.610 $+759.610 $
WILLIAMS SONOMA INCWSM811.847 $+93.215 $718.632 $+718.632 $
PALATIN TECHNOLOGIES INCPTNT798.862 $+55.259 $743.603 $+196.507 $547.096 $+321.641 $225.455 $+225.455 $
ANALOG DEVICES INCADI627.533 $+26.717 $600.816 $-101.155 $701.971 $-77.724 $779.695 $+779.695 $
NOVARTIS AGNVS686.083 $+44.179 $641.904 $-46.514 $688.418 $-86.854 $775.272 $+775.272 $
3M COMMM774.282 $+157.460 $616.822 $+616.822 $
DOMINOS PIZZA INCDPZ741.841 $+56.954 $684.887 $+280.659 $404.228 $+404.228 $
Bank of New York Mellon CorpBK727.023 $+15.938 $711.085 $+24.724 $686.361 $-55.112 $741.473 $+741.473 $
CONOCOPHILLIPSCOP433.932 $-202.181 $636.113 $+157.471 $478.642 $-252.045 $730.687 $+730.687 $
UNILEVER PLCUL444.622 $-10.345 $454.967 $-95.252 $550.219 $-179.139 $729.358 $+729.358 $
MCKESSON CORPMCK591.055 $+13.298 $577.757 $-34.447 $612.204 $-103.199 $715.403 $+715.403 $
GENERAL DYNAMICS CORPGD515.596 $-35.471 $551.067 $-11.593 $562.660 $-147.273 $709.933 $+709.933 $
ARGAN INCAGX595.294 $-103.567 $698.861 $+698.861 $
FACTSET RESEARCH SYSTEMS INCFDS649.735 $+649.735 $
XCEL ENERGY INCXEL631.888 $+12.509 $619.379 $+354.346 $265.033 $+265.033 $
ADVANCED MICRO DEVICES INCAMD621.164 $+198.317 $422.847 $+91.596 $331.251 $+331.251 $
RTX CorpRTX551.604 $+38.240 $513.364 $+40.521 $472.843 $+24.941 $447.902 $+447.902 $
WATSCO INCWSO545.252 $+58.879 $486.373 $+486.373 $
SanofiSNY298.022 $-244.682 $542.704 $+542.704 $
CATERPILLAR INCCAT489.805 $+170.069 $319.736 $+94.128 $225.608 $+225.608 $
DIAGEO PLCDEO213.616 $-272.429 $486.045 $+486.045 $
GENERAL ELECTRIC COGE471.074 $+53.109 $417.965 $+108.508 $309.457 $+105.397 $204.060 $+204.060 $
Noble Corp plcNE465.523 $+87.721 $377.802 $+377.802 $
NEWMARKET CORPNEU435.018 $+435.018 $
RAYONIER INCRYN422.076 $+422.076 $
LAM RESEARCH CORPLRCX379.220 $+124.444 $254.776 $+254.776 $
AppLovin CorpAPP359.787 $+53.921 $305.866 $+305.866 $
UNITED THERAPEUTICS CorpUTHR324.508 $+93.104 $231.404 $+231.404 $
TotalEnergies SETTE313.215 $+69.566 $243.649 $+243.649 $
FMC CORPFMC309.263 $+61.445 $247.818 $+247.818 $
ROBERT HALF INC.RHI297.738 $+87.443 $210.295 $+210.295 $
MCDONALDS CORPMCD269.460 $-291 $269.751 $+36.764 $232.987 $+13.741 $219.246 $+219.246 $
Roblox CorpRBLX267.857 $+267.857 $
GOLDMAN SACHS GROUP INCGS264.628 $+39.596 $225.032 $+225.032 $
MICRON TECHNOLOGY INCMU262.594 $+262.594 $
ALBEMARLE CORPALB260.539 $+260.539 $
AngloGold Ashanti PLCAU253.504 $+42.119 $211.385 $+211.385 $
KLA CORPKLAC250.837 $+43.070 $207.767 $+207.767 $
MORGAN STANLEYMS250.682 $+250.682 $
CONSOLIDATED EDISON INCED250.074 $+250.074 $
WELLTOWER INC.WELL247.689 $+10.742 $236.947 $+236.947 $
LOCKHEED MARTIN CORPLMT237.968 $-7.207 $245.175 $+245.175 $
HALLIBURTON COHAL244.684 $+244.684 $
CITIGROUP INCC236.610 $+236.610 $
Bunge Global SABG234.815 $+234.815 $
SOUTHERN COSO229.266 $+229.266 $
BlackRock, Inc.BLK203.082 $-23.528 $226.610 $+226.610 $
CINTAS CORPCTAS201.050 $-21.342 $222.392 $+222.392 $
Ingredion IncINGR203.217 $+203.217 $
Haleon plcHLN156.741 $+39.987 $116.754 $+116.754 $
414.860.774 $+7.180.787 $410.072.427 $+59.434.602 $351.628.790 $+51.073.229 $300.782.171 $+300.782.171 $
Erweiterte Einstellungen ×