Investments: Pines Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
285.781.609 $+12.386.132 $273.789.415 $+14.193.447 $260.863.377 $+60.676.285 $200.419.374 $+200.419.374 $
BANK OF AMERICA CORP /DE/BAC142.388.847 $+5.919.074 $136.469.773 $+6.020.445 $130.449.328 $+28.668.387 $101.780.941 $+101.780.941 $
BlackRock, Inc.BLK18.448.905 $+794.342 $17.654.563 $+880.149 $16.774.414 $+333.310 $16.441.104 $+16.441.104 $
NVIDIA CORPNVDA12.522.044 $-278.889 $12.800.933 $+2.311.536 $10.489.397 $+4.752.977 $5.736.420 $+5.736.420 $
MICROSOFT CORPMSFT10.563.666 $-769.445 $11.333.111 $+157.833 $11.175.278 $+3.802.065 $7.373.213 $+7.373.213 $
APPFOLIO INCAPPF10.481.358 $+681.794 $9.799.564 $+885.237 $8.914.327 $+2.167.860 $6.746.467 $+6.746.467 $
ALPHA PRO TECH LTDAPT9.887.237 $+2.288.070 $7.599.167 $+1.738.413 $5.860.754 $+1.438.971 $4.421.783 $+4.421.783 $
AMAZON COM INCAMZN8.674.909 $+423.468 $8.251.441 $-407.037 $8.658.478 $+2.536.391 $6.122.087 $+6.122.087 $
JPMORGAN CHASE & COJPM6.175.315 $-18.753 $6.194.068 $+118.529 $6.075.539 $+1.722.755 $4.352.784 $+4.352.784 $
Walmart Inc.WMT5.882.446 $+423.154 $5.459.292 $+160.029 $5.299.263 $+955.154 $4.344.109 $+4.344.109 $
ELI LILLY & CoLLY5.108.274 $+1.559.664 $3.548.610 $+136.851 $3.411.759 $+449.271 $2.962.488 $+2.962.488 $
EXXON MOBIL CORPXOM3.129.232 $+319.021 $2.810.211 $-44.523 $2.854.734 $+315.308 $2.539.426 $+2.539.426 $
PROCTER & GAMBLE CoPG2.453.275 $-205.394 $2.658.669 $-76.352 $2.735.021 $+73.443 $2.661.578 $+2.661.578 $
FEDEX CORPFDX2.565.673 $+491.074 $2.074.599 $-89.298 $2.163.897 $+627.613 $1.536.284 $+1.536.284 $
GOLDMAN SACHS GROUP INCGS2.255.154 $+220.876 $2.034.278 $+114.785 $1.919.493 $+785.057 $1.134.436 $+1.134.436 $
NEXTERA ENERGY INCNEE1.698.962 $+107.032 $1.591.930 $+65.868 $1.526.062 $+299.277 $1.226.785 $+1.226.785 $
KLA CORPKLAC1.692.710 $+196.600 $1.496.110 $+165.561 $1.330.549 $+542.156 $788.393 $+788.393 $
AMGEN INCAMGN1.666.008 $+236.382 $1.429.626 $-94.679 $1.524.305 $+132.533 $1.391.772 $+1.391.772 $
AbbVie Inc.ABBV1.602.401 $+81.646 $1.520.755 $+265.260 $1.255.495 $+240.122 $1.015.373 $+1.015.373 $
MICRON TECHNOLOGY INCMU1.542.356 $+614.901 $927.455 $+163.020 $764.435 $+359.266 $405.169 $+405.169 $
MCKESSON CORPMCK1.509.334 $+56.186 $1.453.148 $+102.302 $1.350.846 $+124.831 $1.226.015 $+1.226.015 $
GENERAL DYNAMICS CORPGD1.471.971 $-12.269 $1.484.240 $+191.093 $1.293.147 $+232.413 $1.060.734 $+1.060.734 $
NETFLIX INCNFLX645.163 $-574.139 $1.219.302 $-246.512 $1.465.814 $+575.394 $890.420 $+890.420 $
LOCKHEED MARTIN CORPLMT1.345.168 $-52.158 $1.397.326 $+242.421 $1.154.905 $+124.658 $1.030.247 $+1.030.247 $
ADVANCED MICRO DEVICES INCAMD1.315.157 $+301.704 $1.013.453 $+119.382 $894.071 $+409.560 $484.511 $+484.511 $
MCDONALDS CORPMCD1.303.146 $+55.434 $1.247.712 $+71.156 $1.176.556 $+49.016 $1.127.540 $+1.127.540 $
Eaton Corp plcETN958.079 $-331.961 $1.290.040 $-188 $1.290.228 $+492.218 $798.010 $+798.010 $
Trane Technologies plcTT1.101.047 $-174.117 $1.275.164 $+719.678 $555.486 $+177.234 $378.252 $+378.252 $
Mastercard IncMA1.120.638 $-30.634 $1.151.272 $-120.411 $1.271.683 $+406.387 $865.296 $+865.296 $
CHEVRON CORPCVX1.228.578 $-26.942 $1.255.520 $+85.770 $1.169.750 $+100.600 $1.069.150 $+1.069.150 $
SPS COMMERCE INCSPSC1.253.133 $+129.136 $1.123.997 $+41.328 $1.082.669 $+457.689 $624.980 $+624.980 $
Duke Energy CORPDUK1.154.010 $-58.415 $1.212.425 $+46.352 $1.166.073 $+29.204 $1.136.869 $+1.136.869 $
UNITEDHEALTH GROUP INCUNH267.833 $-348.992 $616.825 $+112.239 $504.586 $-703.449 $1.208.035 $+1.208.035 $
CATERPILLAR INCCAT1.177.248 $+267.800 $909.448 $+183.353 $726.095 $+306.144 $419.951 $+419.951 $
RTX CorpRTX1.153.581 $+40.565 $1.113.016 $+185.315 $927.701 $+204.607 $723.094 $+723.094 $
Palo Alto Networks IncPANW825.401 $-77.654 $903.055 $-43.885 $946.940 $+275.350 $671.590 $+671.590 $
BOSTON SCIENTIFIC CORPBSX804.468 $-58.094 $862.562 $-82.473 $945.035 $+185.018 $760.017 $+760.017 $
Shell plcSHEL862.496 $+23.924 $838.572 $-44.959 $883.531 $+177.797 $705.734 $+705.734 $
Hewlett Packard Enterprise CoHPE851.341 $+18.511 $832.830 $+155.455 $677.375 $+301.562 $375.813 $+375.813 $
CONOCOPHILLIPSCOP834.066 $+44.523 $789.543 $+27.737 $761.806 $+102.675 $659.131 $+659.131 $
Walt Disney CoDIS514.633 $+20.857 $493.776 $-184.410 $678.186 $+178.517 $499.669 $+499.669 $
AMERICAN EXPRESS COAXP672.767 $+17.415 $655.352 $+69.639 $585.713 $+142.601 $443.112 $+443.112 $
CITIGROUP INCC652.531 $+51.448 $601.083 $-43.291 $644.374 $+310.795 $333.579 $+333.579 $
BERKSHIRE HATHAWAY INCBRK-B651.938 $-116 $652.054 $+23.009 $629.045 $-9.910 $638.955 $+638.955 $
Medtronic plcMDT462.818 $+25.571 $437.247 $-206.498 $643.745 $+122.742 $521.003 $+521.003 $
METLIFE INCMET549.975 $-19.202 $569.177 $-19.730 $588.907 $+95.940 $492.967 $+492.967 $
PEPSICO INCPEP555.423 $-15.887 $571.310 $+3.797 $567.513 $-15.153 $582.666 $+582.666 $
GENERAL ELECTRIC COGE580.671 $+15.101 $565.570 $+121.908 $443.662 $+228.215 $215.447 $+215.447 $
JOHNSON & JOHNSONJNJ567.096 $+81.063 $486.033 $+92.848 $393.185 $-54.143 $447.328 $+447.328 $
LINDE PLCLIN350.919 $-41.431 $392.350 $-146.958 $539.308 $+131.764 $407.544 $+407.544 $
ASTRAZENECA PLCAZN536.320 $+103.772 $432.548 $-2.696 $435.244 $+53.956 $381.288 $+381.288 $
WESTERN DIGITAL CORPWDC527.664 $+99.289 $428.375 $+170.795 $257.580 $+257.580 $
NICOLET BANKSHARES INCNIC352.890 $-145.401 $498.291 $-29.259 $527.550 $+243.620 $283.930 $+283.930 $
FORD MOTOR COF525.640 $+68.528 $457.112 $-20.426 $477.538 $+139.462 $338.076 $+338.076 $
ORACLE CORPORCL381.050 $-143.182 $524.232 $+97.767 $426.465 $+426.465 $
Parker-Hannifin CorpPH508.918 $+54.786 $454.132 $+16.888 $437.244 $+124.057 $313.187 $+313.187 $
LAM RESEARCH CORPLRCX491.287 $+94.675 $396.612 $+77.455 $319.157 $+319.157 $
COMCAST CORPCMCSA253.976 $-111.816 $365.792 $-92.037 $457.829 $+93.567 $364.262 $+364.262 $
COCA COLA COKO427.221 $+21.939 $405.282 $-18.466 $423.748 $-17.288 $441.036 $+441.036 $
MORGAN STANLEYMS431.043 $+9.004 $422.039 $+59.238 $362.801 $+91.863 $270.938 $+270.938 $
CVS HEALTH CorpCVS380.792 $-34.381 $415.173 $-15.503 $430.676 $+91.173 $339.503 $+339.503 $
CSX CORPCSX430.034 $+20.426 $409.608 $+40.881 $368.727 $+114.051 $254.676 $+254.676 $
Zoetis Inc.ZTS275.546 $-113.666 $389.212 $-32.775 $421.987 $+46.376 $375.611 $+375.611 $
BECTON DICKINSON & COBDX235.601 $-181.559 $417.160 $+108.567 $308.593 $+22.505 $286.088 $+286.088 $
DEERE & CODE383.165 $+2.724 $380.441 $-35.294 $415.735 $+160.507 $255.228 $+255.228 $
TORONTO DOMINION BANKTD370.677 $-29.393 $400.070 $-7.439 $407.509 $+94.525 $312.984 $+312.984 $
Accenture plcACN231.543 $-21.222 $252.765 $-93.466 $346.231 $+44.862 $301.369 $+301.369 $
INTUITIVE SURGICAL INCISRG328.316 $+111.857 $216.459 $+216.459 $
BOEING COBA261.847 $-39.884 $301.731 $-26.468 $328.199 $+125.107 $203.092 $+203.092 $
ANALOG DEVICES INCADI290.727 $-24.015 $314.742 $-11.276 $326.018 $+116.910 $209.108 $+209.108 $
FISERV INCFISV220.842 $-103.838 $324.680 $+324.680 $
ASML HOLDING NVASML281.715 $-41.647 $323.362 $+323.362 $
STARBUCKS CORPSBUX271.261 $-22.455 $293.716 $-9.098 $302.814 $+45.495 $257.319 $+257.319 $
EQUINIX INCEQIX296.504 $-5.044 $301.548 $+19.015 $282.533 $+282.533 $
NASDAQ, INC.NDAQ300.425 $+82.815 $217.610 $+217.610 $
CARDINAL HEALTH INCCAH249.477 $-28.595 $278.072 $+68.072 $210.000 $+210.000 $
ROYAL BANK OF CANADARY269.204 $+36.585 $232.619 $+23.180 $209.439 $+209.439 $
VERIZON COMMUNICATIONS INCVZ262.180 $+26.695 $235.485 $-948 $236.433 $+5.847 $230.586 $+230.586 $
SCHWAB CHARLES CORPSCHW242.582 $+1.615 $240.967 $-20.758 $261.725 $+261.725 $
PFIZER INCPFE234.808 $+4.723 $230.085 $-24.223 $254.308 $+14.907 $239.401 $+239.401 $
EMERSON ELECTRIC COEMR228.279 $+5.010 $223.269 $-15.302 $238.571 $+238.571 $
HP INCHPQ238.100 $+13.018 $225.082 $+225.082 $
FIFTH THIRD BANCORPFITB213.513 $+12.937 $200.576 $-34.005 $234.581 $+234.581 $
UNITED PARCEL SERVICE INCUPS232.282 $+232.282 $
FREEPORT-MCMORAN INCFCX227.743 $+227.743 $
RAYMOND JAMES FINANCIAL INCRJF222.569 $+222.569 $
BP PLCBP210.291 $+1.635 $208.656 $-10.453 $219.109 $+219.109 $
WELLTOWER INC.WELL200.230 $+200.230 $
PG&E CorpPCG169.575 $-19.142 $188.717 $+188.717 $
285.781.609 $+12.386.132 $273.789.415 $+14.193.447 $260.863.377 $+60.676.285 $200.419.374 $+200.419.374 $
Erweiterte Einstellungen ×