Investments: Wood Tarver Financial Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
215.992 $-3.109 $219.311 $+3.051 $220.813 $+220.813 $
BANK OF AMERICA CORP /DE/BAC117.258 $-6.700 $123.958 $-2.609 $126.567 $+126.567 $
MORGAN STANLEYMS38.064 $+3.377 $34.687 $+2.664 $32.023 $+32.023 $
BARCLAYS PLCBCS23.518 $-1.485 $25.003 $-275 $25.278 $+25.278 $
BlackRock, Inc.BLK12.329 $+368 $11.961 $+427 $11.534 $+11.534 $
LAM RESEARCH CORPLRCX4.392 $+956 $3.436 $+821 $2.615 $+2.615 $
APPFOLIO INCAPPF3.440 $+121 $3.319 $+664 $2.655 $+2.655 $
MICROSOFT CORPMSFT2.920 $-301 $3.221 $+48 $3.173 $+3.173 $
AMAZON COM INCAMZN1.590 $+65 $1.525 $-6 $1.531 $+1.531 $
PROCTER & GAMBLE CoPG1.217 $-105 $1.322 $-57 $1.379 $+1.379 $
NVIDIA CORPNVDA1.151 $+36 $1.115 $+224 $891 $+891 $
ALPHA PRO TECH LTDAPT1.050 $+270 $780 $+208 $572 $+572 $
BERKSHIRE HATHAWAY INCBRK-B1.015 $-1 $1.016 $+2 $1.014 $+1.014 $
PALATIN TECHNOLOGIES INCPTNT662 $-18 $680 $+174 $506 $+506 $
MICRON TECHNOLOGY INCMU668 $+246 $422 $+111 $311 $+311 $
EXXON MOBIL CORPXOM614 $+46 $568 $+24 $544 $+544 $
Walmart Inc.WMT605 $+48 $557 $+10 $547 $+547 $
IDACORP INCIDA498 $-22 $520 $+80 $440 $+440 $
ORACLE CORPORCL339 $-150 $489 $+109 $380 $+380 $
ELI LILLY & CoLLY398 $-77 $475 $-10 $485 $+485 $
SPS COMMERCE INCSPSC456 $+120 $336 $+42 $294 $+294 $
MCDONALDS CORPMCD433 $-3 $436 $+5 $431 $+431 $
RAYMOND JAMES FINANCIAL INCRJF407 $+407 $
BANNER CORPBANR367 $-17 $384 $+381 $3 $+3 $
PAYCHEX INCPAYX282 $-37 $319 $-61 $380 $+380 $
GOLDMAN SACHS GROUP INCGS376 $+121 $255 $-121 $376 $+376 $
AbbVie Inc.ABBV362 $-4 $366 $+72 $294 $+294 $
COCA COLA COKO265 $-35 $300 $-21 $321 $+321 $
LINCOLN NATIONAL CORPLNC300 $+28 $272 $+39 $233 $+233 $
CHEVRON CORPCVX248 $-6 $254 $+27 $227 $+227 $
RTX CorpRTX253 $+22 $231 $+24 $207 $+207 $
SCHWAB CHARLES CORPSCHW253 $+12 $241 $+11 $230 $+230 $
SOUTHERN COSO215 $-24 $239 $+0 $239 $+239 $
JOHNSON & JOHNSONJNJ237 $+35 $202 $+27 $175 $+175 $
BROWN & BROWN, INC.BRO220 $+220 $
PEPSICO INCPEP217 $+5 $212 $+7 $205 $+205 $
Eaton Corp plcETN210 $+10 $200 $+200 $
LINDE PLCLIN200 $+200 $
Walt Disney CoDIS189 $+189 $
JPMORGAN CHASE & COJPM143 $+143 $
STARBUCKS CORPSBUX142 $+142 $
GENERAL ELECTRIC COGE140 $+140 $
REALTY INCOME CORPO128 $+128 $
AMGEN INCAMGN118 $+118 $
Knife River CorpKNF118 $+118 $
CATERPILLAR INCCAT112 $+112 $
NICOLET BANKSHARES INCNIC106 $+106 $
CITIGROUP INCC96 $+96 $
GENERAL DYNAMICS CORPGD86 $+86 $
TARGET CORPTGT85 $+85 $
ANALOG DEVICES INCADI84 $+84 $
AMERICAN EXPRESS COAXP81 $+81 $
LOCKHEED MARTIN CORPLMT78 $+78 $
STRYKER CORPSYK78 $+78 $
CONOCOPHILLIPSCOP77 $+77 $
Parker-Hannifin CorpPH76 $+76 $
KROGER COKR73 $+73 $
UNITEDHEALTH GROUP INCUNH72 $+72 $
YUM BRANDS INCYUM68 $+68 $
PIPER SANDLER COMPANIESPIPR68 $+68 $
BOEING COBA67 $+67 $
NEXTERA ENERGY INCNEE67 $+67 $
Palo Alto Networks IncPANW66 $+66 $
WELLTOWER INC.WELL66 $+66 $
UNITED PARCEL SERVICE INCUPS64 $+64 $
3M COMMM59 $+59 $
DEERE & CODE52 $+52 $
PFIZER INCPFE47 $+47 $
COLGATE PALMOLIVE COCL47 $+47 $
GRACO INCGGG47 $+47 $
INTEL CORPINTC42 $+42 $
CONSOLIDATED EDISON INCED40 $+40 $
ISHARES GOLD TRUSTIAU38 $+38 $
CRISPR Therapeutics AGCRSP37 $+37 $
HERSHEY COHSY36 $+36 $
FRANCO NEVADA CorpFNV32 $+32 $
Phillips 66PSX31 $+31 $
NETFLIX INCNFLX30 $+30 $
AT&T INC.T30 $+30 $
Medtronic plcMDT29 $+29 $
DOMINOS PIZZA INCDPZ27 $+27 $
FORD MOTOR COF25 $+25 $
STEEL DYNAMICS INCSTLD25 $+25 $
Rocket Lab CorpRKLB23 $+23 $
UNILEVER PLCUL22 $+22 $
NATIONAL FUEL GAS CONFG20 $+20 $
IMPINJ INCPI20 $+20 $
iShares Bitcoin Trust ETFIBIT19 $+19 $
GENUINE PARTS COGPC18 $+18 $
METLIFE INCMET17 $+17 $
Hewlett Packard Enterprise CoHPE16 $+16 $
AFLAC INCAFL16 $+16 $
Mastercard IncMA15 $+15 $
ENBRIDGE INCENB15 $+15 $
ASML HOLDING NVASML14 $+14 $
FACTSET RESEARCH SYSTEMS INCFDS14 $+14 $
Duke Energy CORPDUK14 $+14 $
BECTON DICKINSON & COBDX14 $+14 $
CHIPOTLE MEXICAN GRILL INCCMG14 $+14 $
Edwards Lifesciences CorpEW13 $+13 $
WAFD INCWAFD11 $+11 $
AKAMAI TECHNOLOGIES INCAKAM11 $+11 $
ADVANCED MICRO DEVICES INCAMD10 $+10 $
DELTA AIR LINES, INC.DAL10 $+10 $
HALLIBURTON COHAL10 $+10 $
CARNIVAL CORPCCL10 $+10 $
Accenture plcACN10 $+10 $
MOLSON COORS BEVERAGE COTAP9 $+9 $
SYSCO CORPSYY9 $+9 $
ALIGN TECHNOLOGY INCALGN8 $+8 $
NOVARTIS AGNVS7 $+7 $
EMERSON ELECTRIC COEMR7 $+7 $
RLI CORPRLI6 $+6 $
EXELON CORPEXC6 $+6 $
VERIZON COMMUNICATIONS INCVZ6 $+6 $
EVERSOURCE ENERGYES6 $+6 $
BP PLCBP5 $+5 $
DOVER CorpDOV5 $+5 $
Shell plcSHEL5 $+5 $
Peakstone Realty TrustPKST5 $+5 $
HARMONY GOLD MINING CO LTDHMY4 $+4 $
SHERWIN WILLIAMS COSHW4 $+4 $
WOODSIDE ENERGY GROUP LTDWDS4 $+4 $
NUCOR CORPNUE4 $+4 $
Constellation Energy CorpCEG4 $+4 $
CVR ENERGY INCCVI4 $+4 $
Grayscale Bitcoin Mini Trust ETFBTC3 $+3 $
Alcoa CorpAA3 $+3 $
SAP SESAP3 $+3 $
MCKESSON CORPMCK2 $+2 $
ASTRAZENECA PLCAZN2 $+2 $
COPART INCCPRT2 $+2 $
TIMKEN COTKR2 $+2 $
BOSTON SCIENTIFIC CORPBSX2 $+2 $
Zoetis Inc.ZTS2 $+2 $
BROWN FORMAN CORPBF-A2 $+2 $
TORONTO DOMINION BANKTD1 $+1 $
SYNOPSYS INCSNPS1 $+1 $
V F CORPVFC1 $+1 $
Sony Group CorpSONY1 $+1 $
PG&E CorpPCG1 $+1 $
HEICO CORPHEI1 $+1 $
BARRICK MINING CORPB1 $+1 $
Otis Worldwide CorpOTIS1 $+1 $
Viatris IncVTRS1 $+1 $
Organon & Co.OGN1 $+1 $
TECK RESOURCES LTDTECK1 $+1 $
NextDecade CorpNEXT1 $+1 $
UBS Group AGUBS1 $+1 $
TransDigm Group INCTDG1 $+1 $
DOLLAR GENERAL CORPDG1 $+1 $
INTUITIVE SURGICAL INCISRG1 $+1 $
CINTAS CORPCTAS1 $+1 $
AMDOCS LTDDOX0 $+0 $
RELX PLCRELX0 $+0 $
RADIAN GROUP INCRDN0 $+0 $
GARMIN LTDGRMN0 $+0 $
WILLIS TOWERS WATSON PLCWTW0 $+0 $
Lloyds Banking Group plcLYG0 $+0 $
ALCON INCALC0 $+0 $
TotalEnergies SETTE0 $+0 $
MGIC INVESTMENT CORPMTG0 $+0 $
REGIONS FINANCIAL CORPRF0 $+0 $
FREEPORT-MCMORAN INCFCX0 $+0 $
FISERV INCFISV0 $+0 $
BOISE CASCADE CoBCC0 $+0 $
MIZUHO FINANCIAL GROUP INCMFG0 $+0 $
GARTNER INCIT0 $+0 $
Bank of New York Mellon CorpBK0 $+0 $
TAKEDA PHARMACEUTICAL CO LTDTAK0 $+0 $
CDW CorpCDW0 $+0 $
HUBSPOT INCHUBS0 $+0 $
CARDINAL HEALTH INCCAH0 $+0 $
KLA CORPKLAC0 $+0 $
Valaris LtdVAL0 $+0 $
Trane Technologies plcTT0 $+0 $
Snap IncSNAP0 $+0 $
Caesars Entertainment, Inc.CZR0 $+0 $
NORTHERN TRUST CORPNTRS0 $+0 $
Vertiv Holdings CoVRT0 $+0 $
DXC Technology CoDXC0 $+0 $
ARGENX SEARGX0 $+0 $
HP INCHPQ0 $+0 $
QuantumScape CorpQS0 $+0 $
EQUIFAX INCEFX0 $+0 $
Haleon plcHLN0 $+0 $
Solventum CorpSOLV0 $+0 $
215.992 $-3.109 $219.311 $+3.051 $220.813 $+220.813 $
Erweiterte Einstellungen ×