Investments: Copia 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. ($)
124.350.978 $+5.749.401 $118.672.585 $+14.120.692 $104.559.757 $+7.495.137 $97.093.365 $+97.093.365 $
BANK OF AMERICA CORP /DE/BAC92.733.030 $+5.112.169 $87.620.861 $+10.622.332 $76.998.529 $+6.852.613 $70.145.916 $+70.145.916 $
BlackRock, Inc.BLK7.916.923 $+692.409 $7.224.514 $+481.313 $6.743.201 $+237.139 $6.506.062 $+6.506.062 $
MORGAN STANLEYMS6.942.184 $-205.818 $7.148.002 $+33.471 $7.114.531 $-76.247 $7.190.778 $+7.190.778 $
SPS COMMERCE INCSPSC5.247.140 $+393.201 $4.853.939 $+730.202 $4.123.737 $-283.650 $4.407.387 $+4.407.387 $
iShares Bitcoin Trust ETFIBIT1.533.887 $-553.978 $2.087.865 $+360.947 $1.726.918 $+534.948 $1.191.970 $+1.191.970 $
APPFOLIO INCAPPF1.722.518 $+157.811 $1.564.707 $+432.991 $1.131.716 $-64.000 $1.195.716 $+1.195.716 $
MICROSOFT CORPMSFT1.166.491 $-51.209 $1.217.700 $+207.958 $1.009.742 $+237.940 $771.802 $+771.802 $
AMAZON COM INCAMZN1.190.108 $+28.802 $1.161.306 $+41.320 $1.119.986 $+40.260 $1.079.726 $+1.079.726 $
UNITED PARCEL SERVICE INCUPS976.625 $+154.189 $822.436 $-171.419 $993.855 $-89.107 $1.082.962 $+1.082.962 $
ALPHA PRO TECH LTDAPT563.111 $+177.624 $385.487 $+202.995 $182.492 $+27.133 $155.359 $+155.359 $
ISHARES GOLD TRUSTIAU523.547 $+60.293 $463.254 $+51.179 $412.075 $-48.933 $461.008 $+461.008 $
ORACLE CORPORCL222.355 $-160.359 $382.714 $+83.163 $299.551 $+107.131 $192.420 $+192.420 $
NICOLET BANKSHARES INCNIC318.359 $-32.592 $350.951 $+19.478 $331.473 $+43.020 $288.453 $+288.453 $
BERKSHIRE HATHAWAY INCBRK-B247.304 $+7.497 $239.807 $+80.474 $159.333 $-7.365 $166.698 $+166.698 $
Palo Alto Networks IncPANW217.540 $-130 $217.670 $+19.374 $198.296 $-6.472 $204.768 $+204.768 $
SOUTHERN COSO200.093 $-17.371 $217.464 $+15.930 $201.534 $+992 $200.542 $+200.542 $
CITIGROUP INCC94 $-1.474 $1.568 $+1.520 $48 $-193.955 $194.003 $+194.003 $
JPMORGAN CHASE & COJPM183.021 $+3.857 $179.164 $+80.305 $98.859 $+16.929 $81.930 $+81.930 $
DEERE & CODE153.173 $+2.734 $150.439 $-16.854 $167.293 $+18.509 $148.784 $+148.784 $
NVIDIA CORPNVDA156.667 $+36.317 $120.350 $+46.407 $73.943 $+29.722 $44.221 $+44.221 $
Grayscale Bitcoin Mini Trust ETFBTC101.550 $-38.290 $139.840 $-450 $140.290 $+27.828 $112.462 $+112.462 $
Invesco DB Precious Metals FundDBP91.501 $-627 $92.128 $+14.283 $77.845 $-55.767 $133.612 $+133.612 $
Duke Energy CORPDUK119.203 $-6.651 $125.854 $+5.848 $120.006 $-4.037 $124.043 $+124.043 $
PALATIN TECHNOLOGIES INCPTNT109.494 $-9.991 $119.485 $+41.783 $77.702 $+28.666 $49.036 $+49.036 $
AMGEN INCAMGN98.848 $+13.624 $85.224 $+49.764 $35.460 $-4.107 $39.567 $+39.567 $
PROCTER & GAMBLE CoPG92.005 $-6.638 $98.643 $+33.959 $64.684 $-4.507 $69.191 $+69.191 $
CHEVRON CORPCVX88.703 $-6.024 $94.727 $+16.116 $78.611 $-11.391 $90.002 $+90.002 $
AbbVie Inc.ABBV79.515 $-5.692 $85.207 $+65.160 $20.047 $-486 $20.533 $+20.533 $
AFLAC INCAFL83.695 $-1.085 $84.780 $+64.215 $20.565 $-1.117 $21.682 $+21.682 $
UNITEDHEALTH GROUP INCUNH79.226 $-3.646 $82.872 $+56.978 $25.894 $-17.577 $43.471 $+43.471 $
Rocket Lab CorpRKLB73.318 $+34.846 $38.472 $+11.358 $27.114 $+27.114 $
NETFLIX INCNFLX60.006 $-13.128 $73.134 $+16.891 $56.243 $+17.077 $39.166 $+39.166 $
CENTRUS ENERGY CORPLEU54.621 $-15.145 $69.766 $+28.550 $41.216 $+27.219 $13.997 $+13.997 $
CAMECO CORPCCJ69.075 $+5.761 $63.314 $+7.270 $56.044 $+24.968 $31.076 $+31.076 $
RHRH16.840 $-8.758 $25.598 $-5.589 $31.187 $-33.041 $64.228 $+64.228 $
ANALOG DEVICES INCADI64.017 $+6.040 $57.977 $+52.296 $5.681 $+888 $4.793 $+4.793 $
WELLTOWER INC.WELL61.808 $+2.487 $59.321 $+8.129 $51.192 $+51.192 $
JOHNSON & JOHNSONJNJ60.843 $+6.330 $54.513 $+49.930 $4.583 $-2.051 $6.634 $+6.634 $
EMERSON ELECTRIC COEMR52.159 $+605 $51.554 $+40.488 $11.066 $+1.966 $9.100 $+9.100 $
Phillips 66PSX46.842 $-2.533 $49.375 $+12.273 $37.102 $-1.300 $38.402 $+38.402 $
NEXTERA ENERGY INCNEE46.884 $+2.798 $44.086 $+9.098 $34.988 $-741 $35.729 $+35.729 $
GENERAL ELECTRIC COGE46.513 $+1.089 $45.424 $+12.993 $32.431 $+3.810 $28.621 $+28.621 $
STRYKER CORPSYK37.607 $-1.948 $39.555 $+24.521 $15.034 $-973 $16.007 $+16.007 $
Walt Disney CoDIS36.179 $-1.492 $37.671 $-1.764 $39.435 $+7.555 $31.880 $+31.880 $
ELI LILLY & CoLLY36.539 $+10.597 $25.942 $-562 $26.504 $+901 $25.603 $+25.603 $
MCDONALDS CORPMCD32.397 $+185 $32.212 $+1.242 $30.970 $-2.141 $33.111 $+33.111 $
Accenture plcACN32.798 $+32.798 $
Enovix CorpENVX17.083 $-14.213 $31.296 $+5.032 $26.264 $+7.085 $19.179 $+19.179 $
Walmart Inc.WMT26.293 $-2.667 $28.960 $+1.484 $27.476 $+11.147 $16.329 $+16.329 $
COLGATE PALMOLIVE COCL28.698 $+28.698 $
SAP SESAP25.748 $-2.576 $28.324 $+28.324 $
NOVARTIS AGNVS22.059 $+1.541 $20.518 $+1.156 $19.362 $+1.525 $17.837 $+17.837 $
CATERPILLAR INCCAT21.744 $+3.661 $18.083 $+3.402 $14.681 $+2.237 $12.444 $+12.444 $
GENERAL DYNAMICS CORPGD21.210 $-273 $21.483 $+3.108 $18.375 $+1.202 $17.173 $+17.173 $
VanEck Bitcoin ETFHODL14.071 $-4.348 $18.419 $+2.818 $15.601 $+3.666 $11.935 $+11.935 $
Nebius Group N.V.NBIS11.133 $-7.167 $18.300 $+13.099 $5.201 $+2.140 $3.061 $+3.061 $
PEPSICO INCPEP1.148 $-16.547 $17.695 $+11.357 $6.338 $-859 $7.197 $+7.197 $
TWILIO INCTWLO16.927 $+6.017 $10.910 $-2.645 $13.555 $+2.883 $10.672 $+10.672 $
Snap IncSNAP16.549 $+16.549 $
STARBUCKS CORPSBUX15.326 $-71 $15.397 $+15.397 $
ASML HOLDING NVASML2.140 $-11.413 $13.553 $+2.334 $11.219 $+1.942 $9.277 $+9.277 $
INTEL CORPINTC12.915 $+1.172 $11.743 $+11.743 $
Parker-Hannifin CorpPH7.032 $-4.340 $11.372 $+895 $10.477 $+1.359 $9.118 $+9.118 $
LOCKHEED MARTIN CORPLMT10.157 $-326 $10.483 $+757 $9.726 $+345 $9.381 $+9.381 $
MERCADOLIBRE INCMELI10.071 $+723 $9.348 $-1.107 $10.455 $+2.652 $7.803 $+7.803 $
Fortive CorpFTV3.649 $-6.596 $10.245 $+10.245 $
MCKESSON CORPMCK9.992 $+591 $9.401 $+493 $8.908 $+735 $8.173 $+8.173 $
LINDE PLCLIN8.528 $-972 $9.500 $+116 $9.384 $+71 $9.313 $+9.313 $
BROWN & BROWN, INC.BRO2.790 $-493 $3.283 $-4.478 $7.761 $-947 $8.708 $+8.708 $
HUBSPOT INCHUBS8.427 $+474 $7.953 $+160 $7.793 $+1.509 $6.284 $+6.284 $
FEDEX CORPFDX8.377 $+1.539 $6.838 $+6.838 $
CONOCOPHILLIPSCOP6.553 $-68 $6.621 $+339 $6.282 $-1.069 $7.351 $+7.351 $
Knife River CorpKNF5.558 $-515 $6.073 $-377 $6.450 $-677 $7.127 $+7.127 $
Monster Beverage CorpMNST4.217 $+515 $3.702 $-3.188 $6.890 $+453 $6.437 $+6.437 $
Synchrony FinancialSYF6.841 $+1.015 $5.826 $+5.826 $
SYNOPSYS INCSNPS6.106 $-308 $6.414 $+775 $5.639 $+922 $4.717 $+4.717 $
TARGET CORPTGT6.369 $+6.369 $
COMCAST CORPCMCSA6.273 $+6.273 $
FREEPORT-MCMORAN INCFCX6.095 $+1.389 $4.706 $-496 $5.202 $+659 $4.543 $+4.543 $
PAYCHEX INCPAYX4.375 $-569 $4.944 $-729 $5.673 $-344 $6.017 $+6.017 $
TECK RESOURCES LTDTECK5.986 $+500 $5.486 $+438 $5.048 $+494 $4.554 $+4.554 $
CIENA CORPCIEN5.613 $+5.613 $
Avery Dennison CorpAVY2.728 $+295 $2.433 $-199 $2.632 $-2.707 $5.339 $+5.339 $
LAM RESEARCH CORPLRCX5.307 $+5.307 $
VERIZON COMMUNICATIONS INCVZ4.643 $-367 $5.010 $+77 $4.933 $-238 $5.171 $+5.171 $
DOVER CorpDOV4.491 $+654 $3.837 $-377 $4.214 $+173 $4.041 $+4.041 $
TEXTRON INCTXT2.409 $-1.926 $4.335 $+4.335 $
PFIZER INCPFE4.109 $-95 $4.204 $+4.204 $
WATSCO INCWSO2.696 $-538 $3.234 $-299 $3.533 $-533 $4.066 $+4.066 $
RTX CorpRTX4.035 $+354 $3.681 $+469 $3.212 $+298 $2.914 $+2.914 $
Fidelity Ethereum FundFETH3.050 $-939 $3.989 $+3.989 $
Sea LtdSE3.827 $+3.827 $
MICRON TECHNOLOGY INCMU3.710 $+3.710 $
Vertiv Holdings CoVRT3.564 $+245 $3.319 $+494 $2.825 $+2.825 $
Invesco CurrencyShares British Pound Sterling TrustFXB3.483 $+3.483 $
GULFPORT ENERGY CORPGPOR3.328 $+432 $2.896 $-323 $3.219 $+3.219 $
Medtronic plcMDT3.143 $+3.143 $
STATE STREET CORPSTT2.322 $+234 $2.088 $+174 $1.914 $-1.220 $3.134 $+3.134 $
VICOR CORPVICR2.850 $+2.850 $
AppLovin CorpAPP2.695 $+2.695 $
AMERICAN EXPRESS COAXP2.590 $+265 $2.325 $+92 $2.233 $+2.233 $
INTUITIVE SURGICAL INCISRG2.265 $+476 $1.789 $-385 $2.174 $+2.174 $
Nu Holdings Ltd.NU2.159 $+2.159 $
ADVANCED MICRO DEVICES INCAMD2.142 $+2.142 $
3M COMMM1.921 $+59 $1.862 $+35 $1.827 $+65 $1.762 $+1.762 $
SYSCO CORPSYY1.695 $-199 $1.894 $+152 $1.742 $+16 $1.726 $+1.726 $
Vericel CorpVCEL1.785 $+1.785 $
DIAGEO PLCDEO1.380 $-147 $1.527 $-86 $1.613 $-64 $1.677 $+1.677 $
Sonos IncSONO1.580 $+158 $1.422 $+449 $973 $+343 $630 $+630 $
Ralliant CorpRAL1.219 $+1.219 $
EXXON MOBIL CORPXOM963 $+61 $902 $+40 $862 $-89 $951 $+951 $
Roblox CorpRBLX891 $+198 $693 $+167 $526 $+235 $291 $+291 $
UNILEVER PLCUL655 $+655 $
Public StoragePSA587 $-12 $599 $+599 $
SBA COMMUNICATIONS CORPSBAC580 $+580 $
US BANCORP \DE\USB385 $+385 $
QUEST DIAGNOSTICS INCDGX347 $-34 $381 $+22 $359 $+21 $338 $+338 $
Viatris IncVTRS274 $+56 $218 $+191 $27 $+1 $26 $+26 $
PLUG POWER INCPLUG146 $-26 $172 $+62 $110 $+10 $100 $+100 $
NOKIA CORPNOK162 $+42 $120 $-10 $130 $-2 $132 $+132 $
Archer-Daniels-Midland CoADM57 $-3 $60 $+7 $53 $+5 $48 $+48 $
Canopy Growth CorpCGC11 $-4 $15 $+3 $12 $+3 $9 $+9 $
Valaris LtdVAL2 $-1 $3 $-1 $4 $-1 $5 $+5 $
124.350.978 $+5.749.401 $118.672.585 $+14.120.692 $104.559.757 $+7.495.137 $97.093.365 $+97.093.365 $
Erweiterte Einstellungen ×