Investments: MINDSET WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
380.301.140 $+15.422.079 $365.174.536 $+365.174.536 $
NVIDIA CORPNVDA176.321.760 $+573.872 $175.747.888 $+175.747.888 $
BANK OF AMERICA CORP /DE/BAC74.091.083 $+1.579.918 $72.511.165 $+72.511.165 $
APPFOLIO INCAPPF59.587.057 $+3.627.786 $55.959.271 $+55.959.271 $
AMAZON COM INCAMZN7.776.615 $+938.157 $6.838.458 $+6.838.458 $
ALPHA PRO TECH LTDAPT6.925.580 $+1.024.967 $5.900.613 $+5.900.613 $
AMERICAN EXPRESS COAXP3.344.061 $+392.819 $2.951.242 $+2.951.242 $
YUM BRANDS INCYUM3.034.677 $-75.243 $3.109.920 $+3.109.920 $
MICROSOFT CORPMSFT2.377.222 $-197.689 $2.574.911 $+2.574.911 $
ADVANCED MICRO DEVICES INCAMD2.324.493 $+647.947 $1.676.546 $+1.676.546 $
PALATIN TECHNOLOGIES INCPTNT2.256.536 $+127.512 $2.129.024 $+2.129.024 $
BERKSHIRE HATHAWAY INCBRK-B1.776.365 $-222.529 $1.998.894 $+1.998.894 $
RTX CorpRTX1.862.776 $+273.492 $1.589.284 $+1.589.284 $
EXXON MOBIL CORPXOM1.805.841 $+157.788 $1.648.053 $+1.648.053 $
ORACLE CORPORCL1.267.305 $-532.645 $1.799.950 $+1.799.950 $
AbbVie Inc.ABBV1.681.772 $+22.485 $1.659.287 $+1.659.287 $
MICRON TECHNOLOGY INCMU1.462.580 $+655.544 $807.036 $+807.036 $
BARRICK MINING CORPB1.409.234 $+1.409.234 $
ELI LILLY & CoLLY1.356.435 $+406.346 $950.089 $+950.089 $
NETFLIX INCNFLX1.107.306 $-183.931 $1.291.237 $+1.291.237 $
KLA CORPKLAC1.205.359 $+136.466 $1.068.893 $+1.068.893 $
MORGAN STANLEYMS1.189.464 $+143.268 $1.046.196 $+1.046.196 $
CUMMINS INCCMI1.102.572 $+184.762 $917.810 $+917.810 $
Parker-Hannifin CorpPH986.193 $+127.967 $858.226 $+858.226 $
JPMORGAN CHASE & COJPM931.725 $-11.384 $943.109 $+943.109 $
OMEROS CORPOMER893.100 $+647.100 $246.000 $+246.000 $
LOCKHEED MARTIN CORPLMT831.652 $-40.116 $871.768 $+871.768 $
HUBBELL INCHUBB810.501 $+47.992 $762.509 $+762.509 $
BlackRock, Inc.BLK776.005 $+776.005 $
INTUITIVE SURGICAL INCISRG747.595 $+134.890 $612.705 $+612.705 $
CELESTICA INCCLS711.533 $+134.757 $576.776 $+576.776 $
CATERPILLAR INCCAT695.354 $+68.470 $626.884 $+626.884 $
CHEVRON CORPCVX552.639 $-119.146 $671.785 $+671.785 $
KROGER COKR643.981 $-6.795 $650.776 $+650.776 $
Vertiv Holdings CoVRT635.956 $+76.994 $558.962 $+558.962 $
JOHNSON & JOHNSONJNJ626.024 $+65.128 $560.896 $+560.896 $
Mastercard IncMA624.336 $+2.657 $621.679 $+621.679 $
SOUTHERN COSO551.916 $-47.723 $599.639 $+599.639 $
CVS HEALTH CorpCVS563.410 $+563.410 $
AppLovin CorpAPP536.361 $+132.542 $403.819 $+403.819 $
UNITEDHEALTH GROUP INCUNH436.459 $-94.872 $531.331 $+531.331 $
Eaton Corp plcETN445.914 $-78.036 $523.950 $+523.950 $
METLIFE INCMET497.322 $-21.609 $518.931 $+518.931 $
PAN AMERICAN SILVER CORPPAAS513.437 $+513.437 $
CSX CORPCSX507.935 $+10.369 $497.566 $+497.566 $
Ingredion IncINGR491.319 $-8.844 $500.163 $+500.163 $
ALLSTATE CORPALL457.930 $+7.165 $450.765 $+450.765 $
ARGAN INCAGX450.554 $+18.204 $432.350 $+432.350 $
INTEL CORPINTC449.073 $+40.769 $408.304 $+408.304 $
Palo Alto Networks IncPANW385.715 $-48.606 $434.321 $+434.321 $
Duke Energy CORPDUK418.480 $+3.875 $414.605 $+414.605 $
ASML HOLDING NVASML403.337 $+38.367 $364.970 $+364.970 $
GENERAL ELECTRIC COGE390.274 $+106.902 $283.372 $+283.372 $
Walmart Inc.WMT375.485 $+54.938 $320.547 $+320.547 $
MCDONALDS CORPMCD347.807 $-17.826 $365.633 $+365.633 $
Walt Disney CoDIS328.694 $-24.208 $352.902 $+352.902 $
SITIME CorpSITM348.952 $+103.083 $245.869 $+245.869 $
MASTEC INCMTZ335.619 $+61.094 $274.525 $+274.525 $
MERCADOLIBRE INCMELI284.011 $-45.498 $329.509 $+329.509 $
AMEREN CORPAEE308.264 $-13.953 $322.217 $+322.217 $
AngloGold Ashanti PLCAU315.536 $+315.536 $
PROCTER & GAMBLE CoPG251.366 $-59.622 $310.988 $+310.988 $
AT&T INC.T285.251 $-19.092 $304.343 $+304.343 $
TWILIO INCTWLO303.682 $+303.682 $
NORTHRIM BANCORP INCNRIM299.416 $+55.698 $243.718 $+243.718 $
BHP Group LtdBHP295.475 $+295.475 $
BOEING COBA295.283 $+74.489 $220.794 $+220.794 $
REALTY INCOME CORPO256.314 $-24.565 $280.879 $+280.879 $
EMERSON ELECTRIC COEMR278.712 $+3.234 $275.478 $+275.478 $
STRYKER CORPSYK263.603 $-13.650 $277.253 $+277.253 $
EVERSOURCE ENERGYES258.256 $-14.614 $272.870 $+272.870 $
VERIZON COMMUNICATIONS INCVZ250.855 $-16.580 $267.435 $+267.435 $
Sportradar Group AGSRAD260.781 $+18.896 $241.885 $+241.885 $
XCEL ENERGY INCXEL207.274 $-19.055 $226.329 $+226.329 $
HUMANA INCHUM219.545 $-2.854 $222.399 $+222.399 $
NATIONAL BANKSHARES INCNKSH216.738 $+216.738 $
COCA COLA COKO214.903 $+1.023 $213.880 $+213.880 $
CADIZ INCCDZI213.180 $+5.500 $207.680 $+207.680 $
RIO TINTO PLCRIO202.636 $+202.636 $
ENERGY FUELS INCUUUU146.854 $+146.854 $
380.301.140 $+15.422.079 $365.174.536 $+365.174.536 $
Erweiterte Einstellungen ×