Investments: MCCARTER PRIVATE WEALTH SERVICES 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. ($)
213.006.028 $+25.429.572 $187.747.396 $+19.442.048 $168.775.763 $+22.477.924 $148.345.308 $+148.345.308 $
BANK OF AMERICA CORP /DE/BAC109.658.887 $+16.566.682 $93.092.205 $+10.200.087 $82.892.118 $+17.201.297 $65.690.821 $+65.690.821 $
MICROSOFT CORPMSFT10.799.648 $-459.816 $11.259.464 $+280.025 $10.979.439 $+2.625.545 $8.353.894 $+8.353.894 $
ALPHA PRO TECH LTDAPT11.204.219 $+2.722.599 $8.481.620 $+2.274.993 $6.206.627 $+720.667 $5.485.960 $+5.485.960 $
AUTOZONE INCAZO5.857.121 $-1.689.411 $7.546.532 $+645.497 $6.901.035 $-629.205 $7.530.240 $+7.530.240 $
Mastercard IncMA6.344.189 $-50.942 $6.395.131 $-213.845 $6.608.976 $-352.148 $6.961.124 $+6.961.124 $
AGNICO EAGLE MINES LTDAEM5.849.972 $+553.648 $5.296.324 $+1.605.213 $3.691.111 $+262.753 $3.428.358 $+3.428.358 $
RTX CorpRTX4.924.840 $+609.567 $4.315.273 $+530.289 $3.784.984 $+222.737 $3.562.247 $+3.562.247 $
JPMORGAN CHASE & COJPM4.572.946 $+82.800 $4.490.146 $+332.837 $4.157.309 $+695.880 $3.461.429 $+3.461.429 $
PROCTER & GAMBLE CoPG3.771.346 $-126.140 $3.897.486 $-131.080 $4.028.566 $-207.394 $4.235.960 $+4.235.960 $
APPFOLIO INCAPPF3.875.747 $+448.834 $3.426.913 $+685.143 $2.741.770 $-737.542 $3.479.312 $+3.479.312 $
CHEVRON CORPCVX3.311.869 $+197.684 $3.114.185 $+229.049 $2.885.136 $-694.870 $3.580.006 $+3.580.006 $
Edwards Lifesciences CorpEW2.249.066 $-1.040.216 $3.289.282 $-77.424 $3.366.706 $-36.230 $3.402.936 $+3.402.936 $
Palo Alto Networks IncPANW3.088.297 $-238.040 $3.326.337 $-7.044 $3.333.381 $+561.676 $2.771.705 $+2.771.705 $
AMAZON COM INCAMZN3.079.600 $+531.929 $2.547.671 $+248.464 $2.299.207 $+301.097 $1.998.110 $+1.998.110 $
Eaton Corp plcETN2.221.607 $-138.414 $2.360.021 $+128.833 $2.231.188 $+574.384 $1.656.804 $+1.656.804 $
DEERE & CODE696.027 $-10.440 $706.467 $-96.438 $802.905 $-1.510.991 $2.313.896 $+2.313.896 $
AMERICAN EXPRESS COAXP2.226.015 $+233.928 $1.992.087 $+79.321 $1.912.766 $+291.306 $1.621.460 $+1.621.460 $
NVIDIA CORPNVDA1.929.343 $-64.451 $1.993.794 $+297.455 $1.696.339 $+565.611 $1.130.728 $+1.130.728 $
Vertiv Holdings CoVRT1.906.048 $+112.775 $1.793.273 $+254.408 $1.538.865 $+1.196.565 $342.300 $+342.300 $
UNITEDHEALTH GROUP INCUNH1.767.656 $+1.767.656 $
Trane Technologies plcTT1.645.537 $-54.118 $1.699.655 $-64.419 $1.764.074 $+382.702 $1.381.372 $+1.381.372 $
BlackRock, Inc.BLK1.618.584 $+1.237.435 $381.149 $+34.056 $347.093 $+347.093 $
AbbVie Inc.ABBV1.605.195 $+441.207 $1.163.988 $+373.653 $790.335 $-229.835 $1.020.170 $+1.020.170 $
BERKSHIRE HATHAWAY INCBRK-B1.536.924 $+297.077 $1.239.847 $+184.124 $1.055.723 $-62.267 $1.117.990 $+1.117.990 $
EQUIFAX INCEFX1.258.484 $-229.390 $1.487.874 $-16.472 $1.504.346 $+91.698 $1.412.648 $+1.412.648 $
PEPSICO INCPEP1.234.702 $+252.465 $982.237 $+140.350 $841.887 $-267.070 $1.108.957 $+1.108.957 $
ORACLE CORPORCL823.495 $-364.744 $1.188.239 $+262.341 $925.898 $+333.802 $592.096 $+592.096 $
JOHNSON & JOHNSONJNJ1.142.778 $+275.569 $867.209 $+256.667 $610.542 $-57.462 $668.004 $+668.004 $
EXXON MOBIL CORPXOM952.010 $+60.045 $891.965 $-3.960 $895.925 $-243.900 $1.139.825 $+1.139.825 $
MORGAN STANLEYMS976.449 $+472.228 $504.221 $+62.343 $441.878 $+75.301 $366.577 $+366.577 $
SYSCO CORPSYY652.967 $+32.700 $620.267 $+125.458 $494.809 $+4.573 $490.236 $+490.236 $
Zoetis Inc.ZTS642.185 $+22.081 $620.104 $+12.991 $607.113 $+18.819 $588.294 $+588.294 $
NEXTERA ENERGY INCNEE623.787 $+343.974 $279.813 $+279.813 $
Walt Disney CoDIS609.309 $+181.122 $428.187 $-27.379 $455.566 $+183.882 $271.684 $+271.684 $
ELI LILLY & CoLLY608.269 $+608.269 $
Phillips 66PSX593.326 $+148.541 $444.785 $+61.832 $382.953 $+33.999 $348.954 $+348.954 $
CIENA CORPCIEN584.675 $+220.500 $364.175 $+160.850 $203.325 $+203.325 $
SUNCOR ENERGY INCSU554.500 $+31.875 $522.625 $+54.500 $468.125 $-15.875 $484.000 $+484.000 $
PFIZER INCPFE537.442 $+159.472 $377.970 $+13.667 $364.303 $+1.206 $363.097 $+363.097 $
GOLDMAN SACHS GROUP INCGS527.400 $+49.590 $477.810 $+53.160 $424.650 $+151.505 $273.145 $+273.145 $
COLGATE PALMOLIVE COCL393.835 $-4.586 $398.421 $-80.531 $478.952 $-14.753 $493.705 $+493.705 $
MCDONALDS CORPMCD492.676 $+140.164 $352.512 $+20.899 $331.613 $-22.927 $354.540 $+354.540 $
VERIZON COMMUNICATIONS INCVZ483.629 $+254.430 $229.199 $+15.878 $213.321 $-10.304 $223.625 $+223.625 $
COMCAST CORPCMCSA416.398 $+103.172 $313.226 $-138.252 $451.478 $-22.576 $474.054 $+474.054 $
Walmart Inc.WMT431.157 $+36.952 $394.205 $+20.196 $374.009 $+38.212 $335.797 $+335.797 $
LAM RESEARCH CORPLRCX427.950 $+93.200 $334.750 $+91.400 $243.350 $+243.350 $
SOUTHERN COSO377.576 $+377.576 $
GENUINE PARTS COGPC331.992 $-42.228 $374.220 $+46.683 $327.537 $+5.859 $321.678 $+321.678 $
GENERAL DYNAMICS CORPGD365.949 $+365.949 $
SPS COMMERCE INCSPSC351.923 $+42.664 $309.259 $+52.287 $256.972 $+14.070 $242.902 $+242.902 $
Monster Beverage CorpMNST351.149 $+351.149 $
CVS HEALTH CorpCVS316.726 $+316.726 $
Medtronic plcMDT308.160 $+308.160 $
MICROCHIP TECHNOLOGY INCMCHP277.628 $+33.592 $244.036 $+244.036 $
CSX CORPCSX277.313 $+5.661 $271.652 $+22.032 $249.620 $+24.480 $225.140 $+225.140 $
SCHWAB CHARLES CORPSCHW268.337 $+268.337 $
LINDE PLCLIN247.306 $-20.119 $267.425 $+3.277 $264.148 $+1.992 $262.156 $+262.156 $
STRYKER CORPSYK246.200 $-17.290 $263.490 $+15.571 $247.919 $+247.919 $
SM Energy CoSM202.078 $-60.823 $262.901 $+262.901 $
PACCAR INCPCAR246.398 $+25.178 $221.220 $+7.335 $213.885 $-5.198 $219.083 $+219.083 $
WESTERN DIGITAL CORPWDC206.724 $+206.724 $
FIFTH THIRD BANCORPFITB206.479 $+206.479 $
GAP INCGAP204.553 $+204.553 $
Bank of New York Mellon CorpBK200.255 $+200.255 $
213.006.028 $+25.429.572 $187.747.396 $+19.442.048 $168.775.763 $+22.477.924 $148.345.308 $+148.345.308 $
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