Investments: Nicholson Wealth Management Group, 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. ($)
161.054.702 $+6.860.245 $157.181.944 $+14.941.039 $145.633.705 $+9.660.837 $135.972.868 $+135.972.868 $
BANK OF AMERICA CORP /DE/BAC75.256.206 $+47.800 $75.208.406 $+3.408.992 $71.799.414 $+6.584.954 $65.214.460 $+65.214.460 $
MICROSOFT CORPMSFT3.606.354 $-257.553 $3.863.907 $+139.301 $3.724.606 $+1.229.013 $2.495.593 $+2.495.593 $
APPFOLIO INCAPPF2.972.009 $+118.881 $2.853.128 $+660.715 $2.192.413 $-104.557 $2.296.970 $+2.296.970 $
ELI LILLY & CoLLY2.599.651 $+629.585 $1.970.066 $+727.495 $1.242.571 $+374.540 $868.031 $+868.031 $
PEPSICO INCPEP2.542.026 $+300.744 $2.241.282 $+245.101 $1.996.181 $-281.857 $2.278.038 $+2.278.038 $
PROCTER & GAMBLE CoPG2.468.404 $+93.731 $2.374.673 $+29.483 $2.345.190 $-146.350 $2.491.540 $+2.491.540 $
Walmart Inc.WMT2.351.977 $+213.070 $2.138.907 $+178.320 $1.960.587 $+242.976 $1.717.611 $+1.717.611 $
JOHNSON & JOHNSONJNJ2.268.586 $+116.601 $2.151.985 $+397.193 $1.754.792 $-144.242 $1.899.034 $+1.899.034 $
GENERAL DYNAMICS CORPGD2.129.375 $-131.114 $2.260.489 $+340.783 $1.919.706 $+134.580 $1.785.126 $+1.785.126 $
MCDONALDS CORPMCD2.177.919 $+143.679 $2.034.240 $+141.271 $1.892.969 $-92.455 $1.985.424 $+1.985.424 $
ANALOG DEVICES INCADI2.125.937 $+131.099 $1.994.838 $+171.843 $1.822.995 $+324.184 $1.498.811 $+1.498.811 $
Parker-Hannifin CorpPH2.055.887 $+208.275 $1.847.612 $+215.288 $1.632.324 $+282.289 $1.350.035 $+1.350.035 $
ATMOS ENERGY CORPATO1.925.566 $-92.699 $2.018.265 $+208.551 $1.809.714 $-2.273 $1.811.987 $+1.811.987 $
SOUTHERN COSO1.841.838 $-159.894 $2.001.732 $+62.099 $1.939.633 $-2.535 $1.942.168 $+1.942.168 $
AMGEN INCAMGN1.970.079 $+223.261 $1.746.818 $+94.453 $1.652.365 $-180.484 $1.832.849 $+1.832.849 $
LINDE PLCLIN1.945.618 $-18.507 $1.964.125 $+66.292 $1.897.833 $+50.173 $1.847.660 $+1.847.660 $
EMERSON ELECTRIC COEMR1.892.454 $+129.526 $1.762.928 $+64.970 $1.697.958 $+353.881 $1.344.077 $+1.344.077 $
AFLAC INCAFL1.891.351 $+12.110 $1.879.241 $+329.612 $1.549.629 $-39.721 $1.589.350 $+1.589.350 $
NEXTERA ENERGY INCNEE1.867.714 $+83.810 $1.783.904 $+243.474 $1.540.430 $+1.408 $1.539.022 $+1.539.022 $
SHERWIN WILLIAMS COSHW1.867.385 $+134.007 $1.733.378 $+119.243 $1.614.135 $+99.698 $1.514.437 $+1.514.437 $
Mastercard IncMA1.854.789 $+230.268 $1.624.521 $+991.777 $632.744 $+399.245 $233.499 $+233.499 $
Accenture plcACN1.846.441 $+355.744 $1.490.697 $+127.759 $1.362.938 $+26.159 $1.336.779 $+1.336.779 $
Medtronic plcMDT1.828.598 $-16.106 $1.844.704 $+191.961 $1.652.743 $-42.556 $1.695.299 $+1.695.299 $
Zoetis Inc.ZTS1.843.766 $+372.079 $1.471.687 $+78.586 $1.393.101 $+27.659 $1.365.442 $+1.365.442 $
Constellation Energy CorpCEG1.842.303 $+269.019 $1.573.284 $+1.573.284 $
MCCORMICK & CO INCMKC1.838.629 $+384.006 $1.454.623 $+4.414 $1.450.209 $-109.236 $1.559.445 $+1.559.445 $
FACTSET RESEARCH SYSTEMS INCFDS1.835.452 $+555.988 $1.279.464 $-260.968 $1.540.432 $+7.841 $1.532.591 $+1.532.591 $
Phillips 66PSX1.712.016 $-118.308 $1.830.324 $+269.045 $1.561.279 $+90.262 $1.471.017 $+1.471.017 $
UNITEDHEALTH GROUP INCUNH1.824.848 $+281.012 $1.543.836 $+585.776 $958.060 $-530.961 $1.489.021 $+1.489.021 $
STRYKER CORPSYK1.777.032 $+18.512 $1.758.520 $-64.147 $1.822.667 $+116.273 $1.706.394 $+1.706.394 $
CMS ENERGY CORPCMS1.746.222 $-67.549 $1.813.771 $+186.037 $1.627.734 $-125.108 $1.752.842 $+1.752.842 $
REALTY INCOME CORPO1.734.899 $-75.427 $1.810.326 $+153.923 $1.656.403 $+1.726 $1.654.677 $+1.654.677 $
BROWN & BROWN, INC.BRO1.798.829 $+184.422 $1.614.407 $-22.699 $1.637.106 $-171.172 $1.808.278 $+1.808.278 $
BECTON DICKINSON & COBDX1.788.355 $+300.353 $1.488.002 $+379.918 $1.108.084 $-335.681 $1.443.765 $+1.443.765 $
COLGATE PALMOLIVE COCL1.782.928 $+315.310 $1.467.618 $+1.583 $1.466.035 $-42.629 $1.508.664 $+1.508.664 $
PAYCHEX INCPAYX1.773.117 $+210.800 $1.562.317 $-74.544 $1.636.861 $-77.961 $1.714.822 $+1.714.822 $
LOCKHEED MARTIN CORPLMT1.720.565 $+99.008 $1.621.557 $+1.621.557 $
BERKLEY W R CORPWRB1.718.571 $+94.227 $1.624.344 $+935.930 $688.414 $+415.942 $272.472 $+272.472 $
BROWN FORMAN CORPBF-A1.631.643 $+312.468 $1.319.175 $+392.637 $926.538 $-139.076 $1.065.614 $+1.065.614 $
ROPER TECHNOLOGIES INCROP1.630.511 $+340.400 $1.290.111 $+698.330 $591.781 $+387.786 $203.995 $+203.995 $
CINTAS CORPCTAS1.622.856 $+103.727 $1.519.129 $+87.635 $1.431.494 $+241.886 $1.189.608 $+1.189.608 $
SPS COMMERCE INCSPSC1.575.729 $+217.834 $1.357.895 $+213.258 $1.144.637 $+114.248 $1.030.389 $+1.030.389 $
STARBUCKS CORPSBUX1.501.227 $+19.295 $1.481.932 $-86.429 $1.568.361 $+1.568.361 $
COMCAST CORPCMCSA1.486.260 $+51.236 $1.435.024 $-53.448 $1.488.472 $+1.488.472 $
PRICE T ROWE GROUP INCTROW1.356.790 $+103.408 $1.253.382 $+1.253.382 $
EXXON MOBIL CORPXOM899.542 $+56.736 $842.806 $+37.001 $805.805 $-107.340 $913.145 $+913.145 $
JPMORGAN CHASE & COJPM812.639 $+17.125 $795.514 $+64.361 $731.153 $+123.790 $607.363 $+607.363 $
COCA COLA COKO653.397 $+33.558 $619.839 $-41.037 $660.876 $+22.169 $638.707 $+638.707 $
NETFLIX INCNFLX446.298 $-119.592 $565.890 $-66.179 $632.069 $+212.430 $419.639 $+419.639 $
NVIDIA CORPNVDA631.862 $+14.096 $617.766 $+78.862 $538.904 $+315.099 $223.805 $+223.805 $
MORGAN STANLEYMS542.998 $+542.998 $
ALPHA PRO TECH LTDAPT538.790 $+108.328 $430.462 $+430.462 $
CHEVRON CORPCVX441.400 $-8.338 $449.738 $+35.346 $414.392 $-51.009 $465.401 $+465.401 $
AMAZON COM INCAMZN395.856 $+18.196 $377.660 $+309 $377.351 $+123.544 $253.807 $+253.807 $
BERKSHIRE HATHAWAY INCBRK-B381.009 $-68 $381.077 $+12.863 $368.214 $-17.907 $386.121 $+386.121 $
BARCLAYS PLCBCS315.445 $+10.736 $304.709 $+304.709 $
NUCOR CORPNUE314.965 $+53.450 $261.515 $+11.373 $250.142 $+17.765 $232.377 $+232.377 $
Duke Energy CORPDUK232.076 $-51.435 $283.511 $+13.173 $270.338 $+11.152 $259.186 $+259.186 $
161.054.702 $+6.860.245 $157.181.944 $+14.941.039 $145.633.705 $+9.660.837 $135.972.868 $+135.972.868 $
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