Investments: Accredited Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
80.315.227 $+7.860.738 $72.515.449 $+9.939.726 $85.741.796 $+85.741.796 $
BANK OF AMERICA CORP /DE/BAC60.357.873 $+6.328.655 $54.029.218 $+5.060.178 $48.969.040 $+48.969.040 $
KOCH INDUSTRIES LLC22.987.443 $+22.987.443 $
MICROSOFT CORPMSFT2.686.089 $+64.240 $2.621.849 $+545.566 $2.076.283 $+2.076.283 $
APPFOLIO INCAPPF2.053.450 $+356.603 $1.696.847 $+1.696.847 $
ISHARES GOLD TRUSTIAU1.315.973 $+222.490 $1.093.483 $-371.143 $1.464.626 $+1.464.626 $
JPMORGAN CHASE & COJPM1.215.338 $+107.011 $1.108.327 $+96.954 $1.011.373 $+1.011.373 $
ORACLE CORPORCL1.207.364 $+219.593 $987.771 $+349.538 $638.233 $+638.233 $
ALPHA PRO TECH LTDAPT1.170.860 $+271.582 $899.278 $+92.508 $806.770 $+806.770 $
CATERPILLAR INCCAT1.148.659 $+208.361 $940.298 $+141.547 $798.751 $+798.751 $
COCA COLA COKO855.015 $-56.510 $911.525 $-14.566 $926.091 $+926.091 $
AMGEN INCAMGN917.150 $+9.717 $907.433 $+907.433 $
AMAZON COM INCAMZN851.958 $-24.531 $876.489 $+876.489 $
PROCTER & GAMBLE CoPG570.349 $-21.047 $591.396 $-41.204 $632.600 $+632.600 $
BlackRock, Inc.BLK367.442 $+36.214 $331.228 $-75.638 $406.866 $+406.866 $
GENERAL ELECTRIC COGE385.097 $+56.003 $329.094 $+72.738 $256.356 $+256.356 $
BERKSHIRE HATHAWAY INCBRK-B357.951 $+9.653 $348.298 $+348.298 $
ELI LILLY & CoLLY63.329 $-59.837 $123.166 $-234.454 $357.620 $+357.620 $
NEXTERA ENERGY INCNEE326.967 $+26.297 $300.670 $-9.906 $310.576 $+310.576 $
PEPSICO INCPEP310.286 $+32.007 $278.279 $+44.228 $234.051 $+234.051 $
TARGET CORPTGT115.270 $-164.167 $279.437 $+279.437 $
CVS HEALTH CorpCVS241.248 $+16.718 $224.530 $-9.276 $233.806 $+233.806 $
Mastercard IncMA230.640 $+2.857 $227.783 $+4.569 $223.214 $+223.214 $
UNITED PARCEL SERVICE INCUPS198.857 $+22.508 $176.349 $-44.729 $221.078 $+221.078 $
EMERSON ELECTRIC COEMR216.890 $-3.279 $220.169 $+36.071 $184.098 $+184.098 $
NVIDIA CORPNVDA180.060 $+33.109 $146.951 $-49.777 $196.728 $+196.728 $
AbbVie Inc.ABBV193.063 $+38.455 $154.608 $-19.693 $174.301 $+174.301 $
RTX CorpRTX187.608 $+24.002 $163.606 $+163.606 $
HERSHEY COHSY149.377 $+25.246 $124.131 $+122.762 $1.369 $+1.369 $
PFIZER INCPFE148.708 $+12.485 $136.223 $+5.505 $130.718 $+130.718 $
Walt Disney CoDIS130.078 $-16.973 $147.051 $+2.870 $144.181 $+144.181 $
LOCKHEED MARTIN CORPLMT68.891 $-9.843 $78.734 $-49.919 $128.653 $+128.653 $
MORGAN STANLEYMS36.038 $+2.661 $33.377 $-91.145 $124.522 $+124.522 $
SYSCO CORPSYY117.205 $+9.457 $107.748 $+1.061 $106.687 $+106.687 $
Walmart Inc.WMT112.846 $+5.804 $107.042 $+10.724 $96.318 $+96.318 $
HUMANA INCHUM95.286 $+5.727 $89.559 $-12.653 $102.212 $+102.212 $
MCDONALDS CORPMCD45.888 $+1.770 $44.118 $-52.092 $96.210 $+96.210 $
BROWN FORMAN CORPBF-A46.355 $-2.242 $48.597 $-39.432 $88.029 $+88.029 $
AMERICAN EXPRESS COAXP85.851 $+3.406 $82.445 $+82.445 $
DIAGEO PLCDEO81.880 $-2.120 $84.000 $+3.873 $80.127 $+80.127 $
MICRON TECHNOLOGY INCMU83.660 $+71.335 $12.325 $+3.624 $8.701 $+8.701 $
VERIZON COMMUNICATIONS INCVZ61.929 $-7.526 $69.455 $-13.751 $83.206 $+83.206 $
Kraft Heinz CoKHC45.090 $-1.993 $47.083 $-32.507 $79.590 $+79.590 $
JOHNSON & JOHNSONJNJ74.725 $+13.166 $61.559 $-5.275 $66.834 $+66.834 $
NOVARTIS AGNVS70.532 $+3.976 $66.556 $-5.538 $72.094 $+72.094 $
NORTHERN TRUST CORPNTRS69.867 $+4.056 $65.811 $+9.252 $56.559 $+56.559 $
BOEING COBA66.086 $+462 $65.624 $+65.624 $
Shell plcSHEL28.612 $-34.757 $63.369 $-2.583 $65.952 $+65.952 $
AeroVironment IncAVAV64.553 $+7.563 $56.990 $+56.990 $
INTEL CORPINTC56.213 $+18.794 $37.419 $-518 $37.937 $+37.937 $
KROGER COKR27.569 $-7.825 $35.394 $-19.295 $54.689 $+54.689 $
SYNOPSYS INCSNPS52.320 $+52.320 $
PILGRIMS PRIDE CORPPPC36.648 $-3.834 $40.482 $-8.577 $49.059 $+49.059 $
EXXON MOBIL CORPXOM46.071 $+2.121 $43.950 $-4.424 $48.374 $+48.374 $
AT&T INC.T44.288 $-1.098 $45.386 $-1.793 $47.179 $+47.179 $
UNILEVER PLCUL43.010 $-1.148 $44.158 $-1.596 $45.754 $+45.754 $
CUMMINS INCCMI42.237 $+9.487 $32.750 $+1.406 $31.344 $+31.344 $
Synchrony FinancialSYF39.444 $+8.156 $31.288 $+31.288 $
SOUTHERN COSO36.961 $+1.147 $35.814 $-47 $35.861 $+35.861 $
COLGATE PALMOLIVE COCL29.978 $-4.110 $34.088 $-1.050 $35.138 $+35.138 $
CSX CORPCSX31.959 $+2.592 $29.367 $+2.880 $26.487 $+26.487 $
iShares Bitcoin Trust ETFIBIT31.850 $+326 $31.524 $+1.097 $30.427 $+30.427 $
FEDEX CORPFDX12.803 $+534 $12.269 $-17.966 $30.235 $+30.235 $
SCHWAB CHARLES CORPSCHW29.596 $+1.311 $28.285 $+4.018 $24.267 $+24.267 $
ADVANCED MICRO DEVICES INCAMD809 $-27.571 $28.380 $+28.380 $
CITIGROUP INCC24.899 $+4.019 $20.880 $+3.466 $17.414 $+17.414 $
CENTENE CORPCNC24.284 $+24.284 $
HEICO CORPHEI23.631 $-433 $24.064 $+4.443 $19.621 $+19.621 $
Parker-Hannifin CorpPH22.745 $+1.790 $20.955 $+2.719 $18.236 $+18.236 $
GSK plcGSK9.184 $+1.028 $8.156 $-13.258 $21.414 $+21.414 $
LKQ CORPLKQ21.378 $+11.200 $10.178 $+6.987 $3.191 $+3.191 $
GOLDMAN SACHS GROUP INCGS20.760 $+20.760 $
TransDigm Group INCTDG17.135 $-2.634 $19.769 $+1.786 $17.983 $+17.983 $
NICOLET BANKSHARES INCNIC40 $-9.962 $10.002 $-9.162 $19.164 $+19.164 $
STATE STREET CORPSTT4.573 $-13.781 $18.354 $+18.354 $
COPART INCCPRT14.211 $-1.296 $15.507 $-2.376 $17.883 $+17.883 $
BECTON DICKINSON & COBDX16.846 $+1.343 $15.503 $+15.503 $
CHEVRON CORPCVX16.729 $+16.729 $
PALATIN TECHNOLOGIES INCPTNT16.601 $+6.240 $10.361 $+3.946 $6.415 $+6.415 $
Duke Energy CORPDUK16.583 $+6.671 $9.912 $-334 $10.246 $+10.246 $
DARDEN RESTAURANTS INCDRI14.087 $-2.043 $16.130 $+755 $15.375 $+15.375 $
FIRSTENERGY CORPFE15.493 $+1.936 $13.557 $+5 $13.552 $+13.552 $
BROWN & BROWN, INC.BRO11.630 $-2.118 $13.748 $-1.678 $15.426 $+15.426 $
SAP SESAP13.361 $-1.844 $15.205 $+1.783 $13.422 $+13.422 $
EQUIFAX INCEFX14.858 $+14.858 $
MOLSON COORS BEVERAGE COTAP10.399 $-543 $10.942 $-2.776 $13.718 $+13.718 $
Medtronic plcMDT13.338 $+1.122 $12.216 $-1.278 $13.494 $+13.494 $
NETFLIX INCNFLX5.995 $-7.397 $13.392 $+2.201 $11.191 $+11.191 $
Cadence BankCADE13.349 $+2.059 $11.290 $+3.631 $7.659 $+7.659 $
COMCAST CORPCMCSA10.966 $-1.490 $12.456 $-423 $12.879 $+12.879 $
Eaton Corp plcETN12.351 $+570 $11.781 $+2.810 $8.971 $+8.971 $
BERKLEY W R CORPWRB12.260 $+504 $11.756 $+11.756 $
GATX CORPGATX11.025 $+11.025 $
DOLLAR GENERAL CORPDG4.858 $-518 $5.376 $-5.352 $10.728 $+10.728 $
PEOPLES BANCORP INCPEBO10.644 $-45 $10.689 $+3.274 $7.415 $+7.415 $
REINSURANCE GROUP OF AMERICA INCRGA10.183 $-331 $10.514 $+78 $10.436 $+10.436 $
CRISPR Therapeutics AGCRSP9.722 $+2.426 $7.296 $+3.893 $3.403 $+3.403 $
Bank of New York Mellon CorpBK9.658 $+9.658 $
Hamilton Lane INCHLNE9.547 $+9.547 $
TYLER TECHNOLOGIES INCTYL7.325 $-975 $8.300 $+160 $8.140 $+8.140 $
METLIFE INCMET8.237 $+195 $8.042 $+13 $8.029 $+8.029 $
STARBUCKS CORPSBUX6.938 $-576 $7.514 $-334 $7.848 $+7.848 $
GLAUKOS CorpGKOS7.776 $+7.776 $
IREN LtdIREN7.285 $+4.240 $3.045 $+3.045 $
GARTNER INCIT7.136 $+7.136 $
Phillips 66PSX6.801 $+836 $5.965 $-209 $6.174 $+6.174 $
WESBANCO INCWSBC6.783 $+63 $6.720 $+140 $6.580 $+6.580 $
MOSAIC COMOS6.753 $+6.753 $
Viking Holdings LtdVIK6.216 $+887 $5.329 $+1.354 $3.975 $+3.975 $
ARGAN INCAGX5.401 $+5.401 $
Grayscale Bitcoin Mini Trust ETFBTC5.063 $+288 $4.775 $+4.775 $
CHIPOTLE MEXICAN GRILL INCCMG5.021 $+5.021 $
PPL CorpPPL4.867 $+425 $4.442 $-288 $4.730 $+4.730 $
Aptiv PLCAPTV4.311 $+900 $3.411 $+436 $2.975 $+2.975 $
TEXTRON INCTXT4.226 $+210 $4.016 $+4.016 $
TELEDYNE TECHNOLOGIES INCTDY3.517 $+443 $3.074 $+87 $2.987 $+2.987 $
GRACO INCGGG3.399 $-40 $3.439 $+98 $3.341 $+3.341 $
Bitdeer Technologies GroupBTDR3.418 $+1.122 $2.296 $+530 $1.766 $+1.766 $
EMBRAER S.A.EMBJ3.023 $+177 $2.846 $+536 $2.310 $+2.310 $
MICROCHIP TECHNOLOGY INCMCHP2.421 $+2.421 $
FRANKLIN RESOURCES INCBEN2.135 $+2.135 $
PETMED EXPRESS INCPETS1.004 $-324 $1.328 $-348 $1.676 $+1.676 $
DELTA AIR LINES, INC.DAL1.362 $+181 $1.181 $+134 $1.047 $+1.047 $
SHERWIN WILLIAMS COSHW1.039 $+8 $1.031 $-17 $1.048 $+1.048 $
SEALSQ CorpLAES38 $+38 $
80.315.227 $+7.860.738 $72.515.449 $+9.939.726 $85.741.796 $+85.741.796 $
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