Investments: Code Waechter 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. ($)
139.637.974 $+4.329.654 $136.137.876 $+10.587.508 $126.445.153 $+126.332.235 $115.211 $+115.211 $
BANK OF AMERICA CORP /DE/BAC106.700.770 $+1.981.533 $104.719.237 $+6.474.976 $98.244.261 $+98.156.150 $88.111 $+88.111 $
APPFOLIO INCAPPF2.262.589 $-394.652 $2.657.241 $+426.915 $2.230.326 $+2.228.500 $1.826 $+1.826 $
MICROSOFT CORPMSFT2.314.105 $-160.254 $2.474.359 $+179.829 $2.294.530 $+2.292.835 $1.695 $+1.695 $
ALPHA PRO TECH LTDAPT1.831.132 $+105.210 $1.725.922 $+357.104 $1.368.818 $+1.367.808 $1.010 $+1.010 $
BlackRock, Inc.BLK1.721.463 $+75.726 $1.645.737 $+44.900 $1.600.837 $+1.598.937 $1.900 $+1.900 $
NVIDIA CORPNVDA1.698.467 $+284.681 $1.413.786 $+633.307 $780.479 $+779.946 $533 $+533 $
AbbVie Inc.ABBV1.286.922 $+24.356 $1.262.566 $+274.654 $987.912 $+987.100 $812 $+812 $
AMAZON COM INCAMZN992.064 $+164.156 $827.908 $+17.043 $810.865 $+810.160 $705 $+705 $
ENBRIDGE INCENB961.048 $-6.079 $967.127 $+42.282 $924.845 $+923.511 $1.334 $+1.334 $
NATIONAL GRID PLCNGG912.266 $+19.855 $892.411 $+33.720 $858.691 $+858.142 $549 $+549 $
TotalEnergies SETTE911.889 $+91.756 $820.133 $-82.791 $902.924 $+902.300 $624 $+624 $
JPMORGAN CHASE & COJPM886.631 $+52.397 $834.234 $+20.853 $813.381 $+812.722 $659 $+659 $
JOHNSON & JOHNSONJNJ854.704 $+106.381 $748.323 $+102.038 $646.285 $+645.531 $754 $+754 $
ELI LILLY & CoLLY843.624 $+299.349 $544.275 $+188.809 $355.466 $+355.254 $212 $+212 $
CHEVRON CORPCVX805.106 $-7.818 $812.924 $+21.728 $791.196 $+790.223 $973 $+973 $
VERIZON COMMUNICATIONS INCVZ763.577 $+31.238 $732.339 $-72.009 $804.348 $+803.756 $592 $+592 $
TC ENERGY CORPTRP776.906 $+70.212 $706.694 $+49.102 $657.592 $+656.584 $1.008 $+1.008 $
XCEL ENERGY INCXEL712.823 $-60.022 $772.845 $+139.243 $633.602 $+633.160 $442 $+442 $
EXXON MOBIL CORPXOM753.208 $+76.998 $676.210 $+131.497 $544.713 $+544.351 $362 $+362 $
AMGEN INCAMGN751.504 $+55.373 $696.131 $+68.746 $627.385 $+626.922 $463 $+463 $
SanofiSNY699.084 $-28.978 $728.062 $-5.380 $733.442 $+732.782 $660 $+660 $
PFIZER INCPFE687.642 $+135.669 $551.973 $+52.629 $499.344 $+499.009 $335 $+335 $
MORGAN STANLEYMS536.318 $-147.489 $683.807 $+59.515 $624.292 $+623.787 $505 $+505 $
Duke Energy CORPDUK568.000 $-48.220 $616.220 $+50.882 $565.338 $+564.916 $422 $+422 $
GSK plcGSK599.759 $+68.723 $531.036 $+531.036 $
RTX CorpRTX589.448 $+100.568 $488.880 $+23.806 $465.074 $+464.748 $326 $+326 $
REALTY INCOME CORPO523.667 $-6.817 $530.484 $+22.386 $508.098 $+507.208 $890 $+890 $
UNITEDHEALTH GROUP INCUNH462.869 $+98.920 $363.949 $-158.653 $522.602 $+521.979 $623 $+623 $
PEPSICO INCPEP495.575 $+52.472 $443.103 $+76.560 $366.543 $+366.070 $473 $+473 $
COCA COLA COKO359.827 $-9.250 $369.077 $-111.740 $480.817 $+480.359 $458 $+458 $
FIRSTENERGY CORPFE475.816 $+58.788 $417.028 $+208.481 $208.547 $+208.547 $
AT&T INC.T353.961 $-103.260 $457.221 $+456.803 $418 $+418 $
Amcor plcAMCR451.302 $+237.559 $213.743 $-28.799 $242.542 $+242.362 $180 $+180 $
GENERAL ELECTRIC COGE447.910 $+34.968 $412.942 $+82.427 $330.515 $+330.272 $243 $+243 $
Mastercard IncMA435.011 $+552 $434.459 $+3.451 $431.008 $+430.590 $418 $+418 $
SOUTHERN COSO292.469 $-94.887 $387.356 $-41.031 $428.387 $+428.095 $292 $+292 $
AUTOZONE INCAZO325.584 $-63.791 $389.375 $+33.001 $356.374 $+356.008 $366 $+366 $
PPL CorpPPL354.052 $-24.132 $378.184 $+43.385 $334.799 $+334.561 $238 $+238 $
ISHARES GOLD TRUSTIAU352.197 $+6.992 $345.205 $+80.175 $265.030 $+264.779 $251 $+251 $
MCDONALDS CORPMCD316.327 $+22.122 $294.205 $+7.002 $287.203 $+286.929 $274 $+274 $
BERKSHIRE HATHAWAY INCBRK-B314.156 $+4.175 $309.981 $+6.375 $303.606 $+303.300 $306 $+306 $
STARBUCKS CORPSBUX262.904 $+34.223 $228.681 $+228.681 $
NETFLIX INCNFLX236.993 $-24.137 $261.130 $+261.130 $
LOCKHEED MARTIN CORPLMT249.090 $-11.078 $260.168 $+260.168 $
Accenture plcACN253.758 $+253.494 $264 $+264 $
UNITED PARCEL SERVICE INCUPS243.467 $+243.467 $
LAS VEGAS SANDS CORPLVS243.437 $+243.437 $
ORACLE CORPORCL238.602 $+238.602 $
PAYCHEX INCPAYX235.500 $+235.281 $219 $+219 $
HALLIBURTON COHAL228.200 $+228.200 $
DIAGEO PLCDEO213.001 $+213.001 $
LINDE PLCLIN208.505 $+208.505 $
GENERAL DYNAMICS CORPGD205.026 $+205.026 $
FLOWERS FOODS INCFLO162.060 $+161.867 $193 $+193 $
NNN REIT, INC.NNN480 $+480 $
Northwest Natural Holding CoNWN464 $+464 $
EVERSOURCE ENERGYES455 $+455 $
FRANKLIN RESOURCES INCBEN349 $+349 $
NORWOOD FINANCIAL CORPNWFL342 $+342 $
Medtronic plcMDT203 $+203 $
139.637.974 $+4.329.654 $136.137.876 $+10.587.508 $126.445.153 $+126.332.235 $115.211 $+115.211 $
Erweiterte Einstellungen ×