Investments: Peak Retirement Planning, Inc.

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. ($)
343.557.066 $+101.146.479 $281.077.408 $+97.500.161 $189.697.131 $+57.217.782 $134.831.865 $+134.831.865 $
BANK OF AMERICA CORP /DE/BAC255.611.494 $+72.282.469 $183.329.025 $+43.579.123 $139.749.902 $+42.269.805 $97.480.097 $+97.480.097 $
1834 INVESTMENT ADVISORS CO15.414.188 $+15.414.188 $
MERCER GLOBAL ADVISORS INC /ADV12.710.917 $+12.710.917 $
NVIDIA CORPNVDA6.283.090 $+3.604.844 $2.678.246 $+597.083 $2.081.163 $+919.221 $1.161.942 $+1.161.942 $
MICROSOFT CORPMSFT4.905.378 $+977.575 $3.927.803 $+830.028 $3.097.775 $+1.014.313 $2.083.462 $+2.083.462 $
ALPHA PRO TECH LTDAPT4.260.380 $+933.023 $3.327.357 $+1.393.726 $1.933.631 $+569.088 $1.364.543 $+1.364.543 $
APPFOLIO INCAPPF3.771.573 $+429.334 $3.342.239 $+775.759 $2.566.480 $+131.337 $2.435.143 $+2.435.143 $
AppLovin CorpAPP2.830.400 $-360.433 $3.190.833 $+1.828.675 $1.362.158 $+432.643 $929.515 $+929.515 $
MICRON TECHNOLOGY INCMU3.105.398 $+3.105.398 $
BERKSHIRE HATHAWAY INCBRK-B2.802.771 $-142.526 $2.945.297 $+361.075 $2.584.222 $+310.105 $2.274.117 $+2.274.117 $
DECKERS OUTDOOR CORPDECK2.896.224 $+1.036.801 $1.859.423 $+453.569 $1.405.854 $+1.405.854 $
TENET HEALTHCARE CORPTHC2.853.511 $+453.420 $2.400.091 $+829.744 $1.570.347 $+383.384 $1.186.963 $+1.186.963 $
Palo Alto Networks IncPANW2.852.486 $+487.856 $2.364.630 $+701.222 $1.663.408 $+582.745 $1.080.663 $+1.080.663 $
NEUROCRINE BIOSCIENCES INCNBIX2.782.220 $+717.065 $2.065.155 $+570.329 $1.494.826 $+444.237 $1.050.589 $+1.050.589 $
RALPH LAUREN CORPRL2.778.132 $+628.611 $2.149.521 $+2.149.521 $
INSULET CORPPODD2.769.057 $+799.212 $1.969.845 $+529.199 $1.440.646 $+360.794 $1.079.852 $+1.079.852 $
Elanco Animal Health IncELAN2.755.659 $+2.755.659 $
UNITED THERAPEUTICS CorpUTHR2.719.156 $+2.719.156 $
PROCTER & GAMBLE CoPG2.610.783 $+744.239 $1.866.544 $+594.590 $1.271.954 $+170.700 $1.101.254 $+1.101.254 $
JPMORGAN CHASE & COJPM2.599.529 $+236.793 $2.362.736 $+796.760 $1.565.976 $+610.287 $955.689 $+955.689 $
CENTENE CORPCNC2.576.141 $+1.184.455 $1.391.686 $+1.391.686 $
JOHNSON & JOHNSONJNJ2.367.875 $+270.468 $2.097.407 $+715.822 $1.381.585 $+269.959 $1.111.626 $+1.111.626 $
JABIL INCJBL2.277.079 $+390.341 $1.886.738 $+868.526 $1.018.212 $+1.018.212 $
WILLIAMS SONOMA INCWSM2.270.922 $+750.855 $1.520.067 $+540.796 $979.271 $+979.271 $
PEPSICO INCPEP2.137.677 $+315.229 $1.822.448 $+486.926 $1.335.522 $+324.926 $1.010.596 $+1.010.596 $
COLGATE PALMOLIVE COCL2.129.977 $+338.999 $1.790.978 $+365.594 $1.425.384 $+397.870 $1.027.514 $+1.027.514 $
VERIZON COMMUNICATIONS INCVZ2.122.878 $+268.912 $1.853.966 $+473.346 $1.380.620 $+255.964 $1.124.656 $+1.124.656 $
Fox CorpFOXA2.071.105 $+197.726 $1.873.379 $+564.977 $1.308.402 $+305.507 $1.002.895 $+1.002.895 $
COMCAST CORPCMCSA2.027.565 $+456.264 $1.571.301 $+1.571.301 $
PRICE T ROWE GROUP INCTROW2.018.186 $+384.651 $1.633.535 $+313.930 $1.319.605 $+433.886 $885.719 $+885.719 $
Kraft Heinz CoKHC2.011.980 $+357.395 $1.654.585 $+1.654.585 $
Accenture plcACN1.964.409 $+1.964.409 $
Avery Dennison CorpAVY1.955.955 $+1.955.955 $
QUEST DIAGNOSTICS INCDGX1.862.948 $+545.234 $1.317.714 $+327.725 $989.989 $+989.989 $
HERSHEY COHSY1.734.180 $+431.974 $1.302.206 $+307.153 $995.053 $+995.053 $
AMAZON COM INCAMZN1.586.382 $+167.737 $1.418.645 $+455.833 $962.812 $+408.775 $554.037 $+554.037 $
Option Care Health, Inc.OPCH1.478.867 $+283.193 $1.195.674 $+1.195.674 $
GAP INCGAP1.434.272 $+415.973 $1.018.299 $+1.018.299 $
CONOCOPHILLIPSCOP1.356.261 $+257.227 $1.099.034 $+1.099.034 $
UNITED PARCEL SERVICE INCUPS1.341.272 $+1.341.272 $
LOCKHEED MARTIN CORPLMT1.254.905 $+265.889 $989.016 $+989.016 $
GENERAL ELECTRIC COGE1.174.308 $+55.696 $1.118.612 $+1.118.612 $
AVNET INCAVT1.091.595 $+1.091.595 $
INCYTE CORPINCY942.521 $+942.521 $
EXXON MOBIL CORPXOM815.237 $+58.102 $757.135 $+90.356 $666.779 $-62.381 $729.160 $+729.160 $
ELI LILLY & CoLLY690.766 $+265.538 $425.228 $-1.864 $427.092 $+92.598 $334.494 $+334.494 $
BlackRock, Inc.BLK665.798 $+665.798 $
MGIC INVESTMENT CORPMTG632.607 $+37.028 $595.579 $-11.308 $606.887 $+606.887 $
AbbVie Inc.ABBV526.064 $+57.408 $468.656 $+138.966 $329.690 $+3.465 $326.225 $+326.225 $
NATIONAL FUEL GAS CONFG405.436 $-59.397 $464.833 $+464.833 $
UNITEDHEALTH GROUP INCUNH299.126 $+28.737 $270.389 $+18.784 $251.605 $-193.059 $444.664 $+444.664 $
ORACLE CORPORCL319.410 $-93.776 $413.186 $+94.885 $318.301 $+318.301 $
SOUTHERN COSO321.029 $-38.294 $359.323 $+84.013 $275.310 $+3.322 $271.988 $+271.988 $
FISERV INCFISV207.421 $-69.297 $276.718 $-68.881 $345.599 $+345.599 $
AMERICAN EXPRESS COAXP326.987 $+72.482 $254.505 $+23.547 $230.958 $+230.958 $
ARBOR REALTY TRUST INCABR318.400 $+318.400 $
SPS COMMERCE INCSPSC276.189 $-34.453 $310.642 $+310.642 $
NEXTERA ENERGY INCNEE307.807 $+54.303 $253.504 $-1.399 $254.903 $+19.991 $234.912 $+234.912 $
CATERPILLAR INCCAT288.215 $+47.470 $240.745 $+240.745 $
Walmart Inc.WMT252.777 $-13.766 $266.543 $+266.543 $
MCDONALDS CORPMCD219.673 $-44.549 $264.222 $+264.222 $
PACCAR INCPCAR259.612 $+26.445 $233.167 $+7.959 $225.208 $+225.208 $
ADVANCED MICRO DEVICES INCAMD220.787 $+220.787 $
PALATIN TECHNOLOGIES INCPTNT214.873 $-4.456 $219.329 $+219.329 $
Medtronic plcMDT209.987 $+209.987 $
GENERAL DYNAMICS CORPGD208.604 $+208.604 $
FEDEX CORPFDX207.876 $+207.876 $
343.557.066 $+101.146.479 $281.077.408 $+97.500.161 $189.697.131 $+57.217.782 $134.831.865 $+134.831.865 $
Erweiterte Einstellungen ×