Investments: Bernard Wealth Management Corp.

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. ($)
239.426.691 $+6.723.623 $232.701.577 $+22.957.517 $209.808.923 $+10.646.959 $199.325.856 $+199.325.856 $
BANK OF AMERICA CORP /DE/BAC105.344.567 $+2.188.407 $103.156.160 $+9.155.216 $94.000.944 $+6.305.580 $87.695.364 $+87.695.364 $
NVIDIA CORPNVDA40.365.529 $-1.088.078 $41.453.607 $+5.978.467 $35.475.140 $+9.929.510 $25.545.630 $+25.545.630 $
APPFOLIO INCAPPF23.362.268 $+1.383.564 $21.978.704 $+4.038.551 $17.940.153 $-2.487.709 $20.427.862 $+20.427.862 $
BERKSHIRE HATHAWAY INCBRK-B6.470.756 $-194.249 $6.665.005 $+197.173 $6.467.832 $-5.043.550 $11.511.382 $+11.511.382 $
MICROSOFT CORPMSFT9.839.212 $-782.759 $10.621.971 $+413.360 $10.208.611 $+2.204.041 $8.004.570 $+8.004.570 $
ELI LILLY & CoLLY9.905.525 $+2.491.439 $7.414.086 $-374.042 $7.788.128 $-1.280.027 $9.068.155 $+9.068.155 $
ALPHA PRO TECH LTDAPT7.962.116 $+1.735.795 $6.226.321 $+1.671.722 $4.554.599 $+486.396 $4.068.203 $+4.068.203 $
AMAZON COM INCAMZN6.445.187 $+194.029 $6.251.158 $+9.951 $6.241.207 $+401.366 $5.839.841 $+5.839.841 $
BlackRock, Inc.BLK5.860.895 $+548.971 $5.311.924 $+394.183 $4.917.741 $+275.995 $4.641.746 $+4.641.746 $
JPMORGAN CHASE & COJPM4.025.975 $+64.684 $3.961.291 $+331.818 $3.629.473 $-691.508 $4.320.981 $+4.320.981 $
CATERPILLAR INCCAT3.418.437 $+585.386 $2.833.051 $+570.411 $2.262.640 $-504.462 $2.767.102 $+2.767.102 $
Palo Alto Networks IncPANW2.482.464 $-347.040 $2.829.504 $-573.864 $3.403.368 $+960.315 $2.443.053 $+2.443.053 $
Walmart Inc.WMT2.639.918 $+185.182 $2.454.736 $+103.451 $2.351.285 $+293.071 $2.058.214 $+2.058.214 $
MORGAN STANLEYMS1.698.624 $+35.483 $1.663.141 $-2.536 $1.665.677 $+338.167 $1.327.510 $+1.327.510 $
DTE ENERGY CODTE1.455.717 $-110.626 $1.566.343 $+110.540 $1.455.803 $+46.831 $1.408.972 $+1.408.972 $
EXXON MOBIL CORPXOM1.180.536 $+74.458 $1.106.078 $-49.538 $1.155.616 $-123.239 $1.278.855 $+1.278.855 $
AbbVie Inc.ABBV789.662 $-10.541 $800.203 $+158.700 $641.503 $-89.722 $731.225 $+731.225 $
BARCLAYS PLCBCS651.107 $+20.082 $631.025 $-18.404 $649.429 $-41.396 $690.825 $+690.825 $
ORACLE CORPORCL191.597 $-84.862 $276.459 $+61.545 $214.914 $-345.165 $560.079 $+560.079 $
Mastercard IncMA443.003 $-112.156 $555.159 $+473.677 $81.482 $+2.004 $79.478 $+79.478 $
ADVANCED MICRO DEVICES INCAMD416.756 $+85.733 $331.023 $+111.787 $219.236 $-232.512 $451.748 $+451.748 $
SCHWAB CHARLES CORPSCHW417.125 $-16.691 $433.816 $+19.221 $414.595 $+58.890 $355.705 $+355.705 $
PALATIN TECHNOLOGIES INCPTNT389.273 $-10.227 $399.500 $+34.162 $365.338 $+139.146 $226.192 $+226.192 $
GENERAL DYNAMICS CORPGD361.910 $-21.715 $383.625 $+55.507 $328.118 $+19.012 $309.106 $+309.106 $
Walt Disney CoDIS152.401 $-123.493 $275.894 $-65.685 $341.579 $+30.926 $310.653 $+310.653 $
FIRST INDUSTRIAL REALTY TRUST INCFR291.008 $+29.646 $261.362 $+17.140 $244.222 $-29.367 $273.589 $+273.589 $
Eaton Corp plcETN202.254 $-35.395 $237.649 $+10.960 $226.689 $+54.076 $172.613 $+172.613 $
NETFLIX INCNFLX133.140 $-37.107 $170.247 $-14.553 $184.800 $+56.110 $128.690 $+128.690 $
Medtronic plcMDT180.978 $+1.545 $179.433 $+15.204 $164.229 $-7.135 $171.364 $+171.364 $
CHEVRON CORPCVX158.507 $-2.995 $161.502 $+12.584 $148.918 $-30.250 $179.168 $+179.168 $
MICRON TECHNOLOGY INCMU171.817 $+88.491 $83.326 $+21.947 $61.379 $+18.107 $43.272 $+43.272 $
STRYKER CORPSYK12.653 $-67.196 $79.849 $-70.095 $149.944 $-19.802 $169.746 $+169.746 $
Bloom Energy CorpBE162.832 $-6.308 $169.140 $+109.340 $59.800 $+40.140 $19.660 $+19.660 $
iShares Bitcoin Trust ETFIBIT114.195 $-35.305 $149.500 $+8.717 $140.783 $+35.460 $105.323 $+105.323 $
AMERICAN EXPRESS COAXP135.772 $+13.869 $121.903 $+4.837 $117.066 $+17.517 $99.549 $+99.549 $
PEPSICO INCPEP125.701 $+2.698 $123.003 $+7.391 $115.612 $-17.881 $133.493 $+133.493 $
AMGEN INCAMGN124.051 $+17.097 $106.954 $+1.133 $105.821 $-12.257 $118.078 $+118.078 $
YUM BRANDS INCYUM107.703 $-492 $108.195 $+2.738 $105.457 $-6.511 $111.968 $+111.968 $
UNITEDHEALTH GROUP INCUNH109.988 $+109.988 $
FORD MOTOR COF99.082 $+18.906 $80.176 $-19.374 $99.550 $-6.625 $106.175 $+106.175 $
Constellation Energy CorpCEG85.492 $+5.857 $79.635 $+1.527 $78.108 $+29.313 $48.795 $+48.795 $
CSX CORPCSX82.868 $+1.692 $81.176 $+6.583 $74.593 $+5.226 $69.367 $+69.367 $
SPS COMMERCE INCSPSC28.139 $+4.677 $23.462 $+8.220 $15.242 $-57.946 $73.188 $+73.188 $
CMS ENERGY CORPCMS67.273 $-3.204 $70.477 $+3.829 $66.648 $-5.608 $72.256 $+72.256 $
3M COMMM65.001 $+1.997 $63.004 $+1.194 $61.810 $-165 $61.975 $+61.975 $
PROCTER & GAMBLE CoPG30.096 $-2.195 $32.291 $-1.167 $33.458 $-30.450 $63.908 $+63.908 $
Hafnia LtdHAFN55.592 $-6.884 $62.476 $+10.430 $52.046 $+8.657 $43.389 $+43.389 $
INTUITIVE SURGICAL INCISRG61.167 $+12.866 $48.301 $-10.388 $58.689 $+5.199 $53.490 $+53.490 $
HERSHEY COHSY59.196 $-1.206 $60.402 $+7.208 $53.194 $-1.192 $54.386 $+54.386 $
MERCADOLIBRE INCMELI60.114 $+15.243 $44.871 $+44.871 $
LOCKHEED MARTIN CORPLMT45.949 $-1.476 $47.425 $+3.426 $43.999 $+31.937 $12.062 $+12.062 $
NICOLET BANKSHARES INCNIC38.991 $-3.684 $42.675 $-802 $43.477 $+2.849 $40.628 $+40.628 $
SITIME CorpSITM40.971 $+40.971 $
FREEPORT-MCMORAN INCFCX39.515 $+9.001 $30.514 $-9.715 $40.229 $+5.094 $35.135 $+35.135 $
TotalEnergies SETTE38.075 $+3.335 $34.740 $-989 $35.729 $-1.921 $37.650 $+37.650 $
FIRSTENERGY CORPFE37.070 $-869 $37.939 $+4.603 $33.336 $-132 $33.468 $+33.468 $
COLGATE PALMOLIVE COCL31.608 $-368 $31.976 $-4.384 $36.360 $-1.120 $37.480 $+37.480 $
DELTA AIR LINES, INC.DAL22.755 $+4.165 $18.590 $+2.495 $16.095 $-19.961 $36.056 $+36.056 $
ARBOR REALTY TRUST INCABR20.293 $-11.637 $31.930 $+3.949 $27.981 $-2.746 $30.727 $+30.727 $
COCA COLA COKO20.624 $+1.059 $19.565 $-1.307 $20.872 $-8.708 $29.580 $+29.580 $
PFIZER INCPFE22.886 $-483 $23.369 $+1.186 $22.183 $-5.670 $27.853 $+27.853 $
BCE INCBCE14.030 $+253 $13.777 $+718 $13.059 $-14.218 $27.277 $+27.277 $
JOHNSON & JOHNSONJNJ20.695 $+2.153 $18.542 $+3.267 $15.275 $-11.260 $26.535 $+26.535 $
Veralto CorpVLTO24.746 $-1.694 $26.440 $+1.404 $25.036 $+868 $24.168 $+24.168 $
SYSCO CORPSYY22.107 $-2.595 $24.702 $+1.980 $22.722 $+210 $22.512 $+22.512 $
VERIZON COMMUNICATIONS INCVZ12.219 $-966 $13.185 $+204 $12.981 $-11.650 $24.631 $+24.631 $
Booking Holdings Inc.BKNG16.066 $-5.532 $21.598 $-1.559 $23.157 $+4.729 $18.428 $+18.428 $
AppLovin CorpAPP17.520 $-1.163 $18.683 $+9.580 $9.103 $+2.213 $6.890 $+6.890 $
Accenture plcACN13.415 $+1.085 $12.330 $-2.615 $14.945 $-3.154 $18.099 $+18.099 $
ARES CAPITAL CORPARCC14.161 $-126 $14.287 $-1.085 $15.372 $-140 $15.512 $+15.512 $
MCDONALDS CORPMCD6.113 $+35 $6.078 $+234 $5.844 $-8.213 $14.057 $+14.057 $
CONOCOPHILLIPSCOP8.893 $-94 $8.987 $+461 $8.526 $-5.442 $13.968 $+13.968 $
FULLER H B COFUL9.990 $+30 $9.960 $-146 $10.106 $+677 $9.429 $+9.429 $
CVS HEALTH CorpCVS9.286 $+465 $8.821 $+750 $8.071 $-1.956 $10.027 $+10.027 $
SCOTTS MIRACLE-GRO COSMG5.835 $-2.708 $8.543 $-1.351 $9.894 $+1.660 $8.234 $+8.234 $
Parker-Hannifin CorpPH9.726 $+9.726 $
AT&T INC.T497 $+440 $57 $-1 $58 $-7.974 $8.032 $+8.032 $
Solventum CorpSOLV8.004 $+631 $7.373 $-287 $7.660 $-21 $7.681 $+7.681 $
BECTON DICKINSON & COBDX1.941 $+69 $1.872 $+149 $1.723 $-5.836 $7.559 $+7.559 $
STARBUCKS CORPSBUX4.211 $-19 $4.230 $-352 $4.582 $-2.383 $6.965 $+6.965 $
DOMINOS PIZZA INCDPZ5.375 $-169 $5.544 $-220 $5.764 $-90 $5.854 $+5.854 $
EVERSOURCE ENERGYES5.280 $+5.280 $
American Bitcoin Corp.ABTC1.231 $-3.649 $4.880 $+4.880 $
LEAR CORPLEA4.749 $+338 $4.411 $+4.411 $
TARGET CORPTGT2.249 $+185 $2.064 $-205 $2.269 $-2.428 $4.697 $+4.697 $
Duke Energy CORPDUK4.513 $+4.513 $
DARDEN RESTAURANTS INCDRI3.681 $-127 $3.808 $-552 $4.360 $+204 $4.156 $+4.156 $
COMCAST CORPCMCSA4.318 $+4.318 $
INTEL CORPINTC4.207 $+852 $3.355 $+3.355 $
METLIFE INCMET4.176 $+4.176 $
SOUTHERN COSO3.770 $+3.770 $
CITIGROUP INCC3.735 $+2.244 $1.491 $+1.491 $
RTX CorpRTX3.444 $+3.444 $
LAS VEGAS SANDS CORPLVS3.255 $+565 $2.690 $+514 $2.176 $+244 $1.932 $+1.932 $
BOEING COBA1.520 $+9 $1.511 $-1.632 $3.143 $+584 $2.559 $+2.559 $
Bank of New York Mellon CorpBK2.768 $+2.768 $
Public StoragePSA2.694 $+2.694 $
FIFTH THIRD BANCORPFITB2.548 $+2.548 $
GENUINE PARTS COGPC2.145 $+2.145 $
FASTENAL COFAST2.094 $+2.094 $
NEXTERA ENERGY INCNEE402 $+24 $378 $+30 $348 $-1.708 $2.056 $+2.056 $
CARNIVAL CORPCCL1.986 $+106 $1.880 $+52 $1.828 $+558 $1.270 $+1.270 $
MCCORMICK & CO INCMKC1.363 $+24 $1.339 $-178 $1.517 $-130 $1.647 $+1.647 $
Shell plcSHEL1.397 $+1.397 $
ASTRAZENECA PLCAZN1.323 $+1.323 $
Tiziana Life Sciences LtdTLSA745 $-335 $1.080 $+290 $790 $+250 $540 $+540 $
WATSCO INCWSO1.017 $+1.017 $
UNITED PARCEL SERVICE INCUPS770 $+770 $
WEYERHAEUSER COWY285 $-13 $298 $-11 $309 $-453 $762 $+762 $
HOLOGIC INCHOLX745 $+70 $675 $+23 $652 $+34 $618 $+618 $
BROWN FORMAN CORPBF-A679 $+679 $
Zoetis Inc.ZTS659 $+659 $
COMPUGEN LTDCGEN612 $+24 $588 $+588 $
Lithium Argentina AGLAR428 $+428 $
GENERAL ELECTRIC COGE309 $+309 $
REZOLVE AI PLCRZLV61 $+61 $
American Well CorpAMWL25 $-6 $31 $-14 $45 $+5 $40 $+40 $
FONAR CORPFONR19 $+3 $16 $+1 $15 $+0 $15 $+15 $
NOKIA CORPNOK7 $+2 $5 $+5 $
239.426.691 $+6.723.623 $232.701.577 $+22.957.517 $209.808.923 $+10.646.959 $199.325.856 $+199.325.856 $
Erweiterte Einstellungen ×