Investments: Challenger Wealth Management

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. ($)
111.405.438 $+2.617.152 $108.932.308 $-11.710.825 $126.564.854 $+14.874.624 $112.839.737 $+112.839.737 $
BANK OF AMERICA CORP /DE/BAC64.336.655 $+1.716.451 $62.620.204 $-9.371.759 $71.991.963 $+9.361.630 $62.630.333 $+62.630.333 $
APPFOLIO INCAPPF5.692.972 $+324.628 $5.368.344 $+566.372 $4.801.972 $-167.382 $4.969.354 $+4.969.354 $
ARES CAPITAL CORPARCC4.972.346 $+25.910 $4.946.436 $-536.489 $5.482.925 $+210.200 $5.272.725 $+5.272.725 $
MICROSOFT CORPMSFT4.153.323 $-314.527 $4.467.850 $-197.312 $4.665.162 $+1.068.633 $3.596.529 $+3.596.529 $
AMAZON COM INCAMZN4.076.743 $+307.824 $3.768.919 $-299.888 $4.068.807 $+1.388.614 $2.680.193 $+2.680.193 $
NVIDIA CORPNVDA3.952.966 $+164.544 $3.788.422 $-42.063 $3.830.485 $+2.035.456 $1.795.029 $+1.795.029 $
ALPHA PRO TECH LTDAPT3.517.005 $+806.179 $2.710.826 $+278.524 $2.432.302 $+439.491 $1.992.811 $+1.992.811 $
EXXON MOBIL CORPXOM3.462.479 $+28.278 $3.434.201 $+38.150 $3.396.051 $-13.187 $3.409.238 $+3.409.238 $
CHEVRON CORPCVX2.867.838 $-144.846 $3.012.684 $-63.796 $3.076.480 $-368.240 $3.444.720 $+3.444.720 $
PROCTER & GAMBLE CoPG1.581.231 $-240.574 $1.821.805 $-368.464 $2.190.269 $-164.066 $2.354.335 $+2.354.335 $
Trane Technologies plcTT1.162.540 $-94.479 $1.257.019 $-349.588 $1.606.607 $+530.821 $1.075.786 $+1.075.786 $
Mastercard IncMA1.284.148 $+3.184 $1.280.964 $-249.378 $1.530.342 $+32.884 $1.497.458 $+1.497.458 $
LOCKHEED MARTIN CORPLMT1.167.829 $-89.757 $1.257.586 $-191.358 $1.448.944 $+54.795 $1.394.149 $+1.394.149 $
JPMORGAN CHASE & COJPM1.289.083 $+26.948 $1.262.135 $-29.240 $1.291.375 $+196.608 $1.094.767 $+1.094.767 $
Duke Energy CORPDUK790.589 $-41.605 $832.194 $-334.432 $1.166.626 $-33.956 $1.200.582 $+1.200.582 $
CINTAS CORPCTAS977.872 $-84.419 $1.062.291 $-51.337 $1.113.628 $+117.208 $996.420 $+996.420 $
BERKSHIRE HATHAWAY INCBRK-B633.842 $-9.162 $643.004 $-274.616 $917.620 $-99.075 $1.016.695 $+1.016.695 $
Walmart Inc.WMT954.603 $+71.031 $883.572 $+34.444 $849.128 $+68.463 $780.665 $+780.665 $
UNITEDHEALTH GROUP INCUNH208.842 $-67.933 $276.775 $-187.059 $463.834 $-347.233 $811.067 $+811.067 $
Accenture plcACN293.809 $-499.709 $793.518 $+793.518 $
ASML HOLDING NVASML761.740 $+32.768 $728.972 $+77.442 $651.530 $-114.470 $766.000 $+766.000 $
COCA COLA COKO533.077 $+31.535 $501.542 $-170.108 $671.650 $-8.921 $680.571 $+680.571 $
CATERPILLAR INCCAT623.853 $+96.173 $527.680 $+527.680 $
METLIFE INCMET581.648 $-22.408 $604.056 $+23.436 $580.620 $-34.659 $615.279 $+615.279 $
Parker-Hannifin CorpPH564.507 $+78.304 $486.203 $+9.341 $476.862 $+59.676 $417.186 $+417.186 $
DEERE & CODE508.490 $+39.140 $469.350 $+469.350 $
PAYCHEX INCPAYX240.622 $-31.910 $272.532 $-184.517 $457.049 $-25.530 $482.579 $+482.579 $
MCDONALDS CORPMCD359.690 $+3.985 $355.705 $-8.939 $364.644 $-70.571 $435.215 $+435.215 $
RTX CorpRTX406.624 $+44.628 $361.996 $+361.996 $
PEPSICO INCPEP400.494 $+400.494 $
GENERAL ELECTRIC COGE392.953 $+392.953 $
Constellation Energy CorpCEG388.603 $+146.647 $241.956 $+241.956 $
ROPER TECHNOLOGIES INCROP240.694 $-102.204 $342.898 $-29.267 $372.165 $+372.165 $
Sony Group CorpSONY351.405 $+8.640 $342.765 $+342.765 $
VERIZON COMMUNICATIONS INCVZ264.767 $-63.082 $327.849 $+15.885 $311.964 $-25.957 $337.921 $+337.921 $
LINDE PLCLIN219.064 $-113.541 $332.605 $+332.605 $
MICRON TECHNOLOGY INCMU204.514 $-118.066 $322.580 $+96.666 $225.914 $+225.914 $
NETFLIX INCNFLX302.643 $+97.486 $205.157 $+205.157 $
ELI LILLY & CoLLY294.674 $+294.674 $
CHIPOTLE MEXICAN GRILL INCCMG280.918 $-4.024 $284.942 $+284.942 $
FIFTH THIRD BANCORPFITB283.582 $+283.582 $
XCEL ENERGY INCXEL204.300 $-79.143 $283.443 $+283.443 $
Unum GroupUNM280.679 $-2.173 $282.852 $+282.852 $
WELLTOWER INC.WELL278.761 $+12.204 $266.557 $+37.541 $229.016 $+1.805 $227.211 $+227.211 $
AVISTA CORPAVA246.675 $-25.480 $272.155 $+272.155 $
SAIA INCSAIA244.601 $+244.601 $
FEDEX CORPFDX227.310 $-16.470 $243.780 $+243.780 $
CONOCOPHILLIPSCOP206.726 $-35.023 $241.749 $+241.749 $
AppLovin CorpAPP238.532 $+11.473 $227.059 $+227.059 $
AT&T INC.T225.908 $-6.472 $232.380 $-1.005 $233.385 $+233.385 $
FREEPORT-MCMORAN INCFCX226.725 $+226.725 $
TC ENERGY CORPTRP224.434 $+224.434 $
FISERV INCFISV220.830 $+220.830 $
BOEING COBA213.930 $+213.930 $
111.405.438 $+2.617.152 $108.932.308 $-11.710.825 $126.564.854 $+14.874.624 $112.839.737 $+112.839.737 $
Erweiterte Einstellungen ×