Investments: QTR Family Wealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
213.554.453 $+14.023.238 $200.681.631 $+47.990.488 $152.534.965 $+28.137.746 $125.804.833 $+125.804.833 $
BANK OF AMERICA CORP /DE/BAC105.790.768 $-300.352 $106.091.120 $+24.550.338 $81.540.782 $+8.562.836 $72.977.946 $+72.977.946 $
ALPHA PRO TECH LTDAPT11.828.659 $+3.150.283 $8.678.376 $+2.828.774 $5.849.602 $+1.162.586 $4.687.016 $+4.687.016 $
APPFOLIO INCAPPF9.525.156 $+1.050.312 $8.474.844 $+2.298.225 $6.176.619 $+193.904 $5.982.715 $+5.982.715 $
NVIDIA CORPNVDA9.219.003 $-155.475 $9.374.478 $+2.379.432 $6.995.046 $+3.314.880 $3.680.166 $+3.680.166 $
MICROSOFT CORPMSFT6.730.254 $-1.674.346 $8.404.600 $+1.432.058 $6.972.542 $+2.475.798 $4.496.744 $+4.496.744 $
iShares Bitcoin Trust ETFIBIT3.584.209 $-2.569.831 $6.154.040 $+608.475 $5.545.565 $+4.204.599 $1.340.966 $+1.340.966 $
AMAZON COM INCAMZN4.918.365 $+559.900 $4.358.465 $+584.737 $3.773.728 $+1.548.050 $2.225.678 $+2.225.678 $
PALATIN TECHNOLOGIES INCPTNT2.768.585 $-733.697 $3.502.282 $+902.250 $2.600.032 $+1.272.526 $1.327.506 $+1.327.506 $
UNITED PARCEL SERVICE INCUPS2.705.912 $+953.847 $1.752.065 $-424.023 $2.176.088 $-326.260 $2.502.348 $+2.502.348 $
MORGAN STANLEYMS2.594.900 $+587.380 $2.007.520 $-5.724 $2.013.244 $+319.939 $1.693.305 $+1.693.305 $
EXXON MOBIL CORPXOM2.512.598 $+585.062 $1.927.536 $+247.906 $1.679.630 $+149.259 $1.530.371 $+1.530.371 $
BERKSHIRE HATHAWAY INCBRK-B2.409.894 $-84.156 $2.494.050 $+272.180 $2.221.870 $+278.531 $1.943.339 $+1.943.339 $
Strategy IncMSTR977.783 $-991.806 $1.969.589 $-381.716 $2.351.305 $-32.616 $2.383.921 $+2.383.921 $
JPMORGAN CHASE & COJPM2.367.030 $+61.221 $2.305.809 $+498.570 $1.807.239 $+515.961 $1.291.278 $+1.291.278 $
Walmart Inc.WMT2.146.651 $+546.549 $1.600.102 $+680.005 $920.097 $-41.272 $961.369 $+961.369 $
ORACLE CORPORCL1.154.722 $-830.646 $1.985.368 $+546.631 $1.438.737 $+638.810 $799.927 $+799.927 $
MICRON TECHNOLOGY INCMU1.879.991 $+967.751 $912.240 $+443.048 $469.192 $+153.297 $315.895 $+315.895 $
GOLDMAN SACHS GROUP INCGS1.704.419 $+1.704.419 $
ELI LILLY & CoLLY1.468.561 $+487.838 $980.723 $+349.527 $631.196 $+19.000 $612.196 $+612.196 $
JOHNSON & JOHNSONJNJ1.438.717 $+373.482 $1.065.235 $+349.444 $715.791 $+71.006 $644.785 $+644.785 $
NETFLIX INCNFLX925.283 $-404.707 $1.329.990 $-90.773 $1.420.763 $+405.275 $1.015.488 $+1.015.488 $
BIOCRYST PHARMACEUTICALS INCBCRX1.009.106 $-183.564 $1.192.670 $-169.125 $1.361.795 $+225.132 $1.136.663 $+1.136.663 $
PROCTER & GAMBLE CoPG805.026 $+57.852 $747.174 $+403.086 $344.088 $-876.599 $1.220.687 $+1.220.687 $
CHEVRON CORPCVX1.170.313 $+132.568 $1.037.745 $+236.798 $800.947 $+60.700 $740.247 $+740.247 $
BARCLAYS PLCBCS919.626 $-138.518 $1.058.144 $+6.752 $1.051.392 $-50.150 $1.101.542 $+1.101.542 $
INTEL CORPINTC1.071.608 $+502.726 $568.882 $+568.882 $
ARES CAPITAL CORPARCC917.126 $+917.126 $
Mastercard IncMA551.721 $-271.018 $822.739 $+184.276 $638.463 $+203.176 $435.287 $+435.287 $
CATERPILLAR INCCAT822.619 $+347.014 $475.605 $+146.192 $329.413 $+59.769 $269.644 $+269.644 $
FEDEX CORPFDX821.679 $+383.142 $438.537 $+438.537 $
AbbVie Inc.ABBV770.963 $-37.117 $808.080 $+261.191 $546.889 $+31.093 $515.796 $+515.796 $
Phillips 66PSX790.132 $+226.194 $563.938 $+248.252 $315.686 $+5.026 $310.660 $+310.660 $
LOCKHEED MARTIN CORPLMT757.921 $+333.340 $424.581 $+28.995 $395.586 $+95.507 $300.079 $+300.079 $
UNITEDHEALTH GROUP INCUNH491.442 $-248.748 $740.190 $+365.921 $374.269 $-101.947 $476.216 $+476.216 $
GTS SECURITIES LLC704.982 $+115.152 $589.830 $+589.830 $
PG&E CorpPCG699.430 $+336.258 $363.172 $+363.172 $
VICTORY CAPITAL MANAGEMENT INC423.590 $+20.041 $403.549 $-268.471 $672.020 $+636 $671.384 $+671.384 $
CENTENE CORPCNC664.406 $+443.042 $221.364 $+221.364 $
ADVANCED MICRO DEVICES INCAMD662.244 $+208.585 $453.659 $+26.824 $426.835 $+75.772 $351.063 $+351.063 $
GENERAL DYNAMICS CORPGD626.946 $+31.316 $595.630 $+352.905 $242.725 $+242.725 $
Roblox CorpRBLX321.068 $-294.792 $615.860 $+159.818 $456.042 $+456.042 $
SYSCO CORPSYY556.965 $+556.965 $
PEPSICO INCPEP397.651 $-148.354 $546.005 $+320.941 $225.064 $+225.064 $
TechnipFMC plcFTI523.620 $+208.967 $314.653 $+314.653 $
WELLTOWER INC.WELL519.497 $+61.054 $458.443 $+166.765 $291.678 $+30.430 $261.248 $+261.248 $
Accenture plcACN509.261 $+95.966 $413.295 $+187.810 $225.485 $+225.485 $
Sandisk CorpSNDK492.351 $+492.351 $
GENERAL ELECTRIC COGE492.301 $+38.276 $454.025 $+235.941 $218.084 $+218.084 $
FORD MOTOR COF473.626 $+215.798 $257.828 $-7.331 $265.159 $-128.529 $393.688 $+393.688 $
CONOCOPHILLIPSCOP473.589 $+117.652 $355.937 $+63.961 $291.976 $+32.063 $259.913 $+259.913 $
CUMMINS INCCMI468.794 $+121.458 $347.336 $+145.611 $201.725 $+201.725 $
RTX CorpRTX468.417 $+38.855 $429.562 $+98.605 $330.957 $+67.403 $263.554 $+263.554 $
PAYCHEX INCPAYX265.934 $-108.467 $374.401 $-77.537 $451.938 $-15.491 $467.429 $+467.429 $
LAM RESEARCH CORPLRCX456.192 $+191.402 $264.790 $+264.790 $
AT&T INC.T393.991 $-26.636 $420.627 $-24.409 $445.036 $-778 $445.814 $+445.814 $
FREEPORT-MCMORAN INCFCX428.650 $+428.650 $
WESTERN DIGITAL CORPWDC426.660 $+426.660 $
TARGET CORPTGT423.938 $+218.255 $205.683 $+205.683 $
Walt Disney CoDIS405.747 $+78.113 $327.634 $-34.957 $362.591 $+362.591 $
CITIGROUP INCC396.013 $+34.459 $361.554 $+255.173 $106.381 $-71.885 $178.266 $+178.266 $
DOLLAR GENERAL CORPDG386.978 $+386.978 $
CIENA CORPCIEN380.843 $+380.843 $
AppLovin CorpAPP218.489 $-155.870 $374.359 $+169.212 $205.147 $-65.652 $270.799 $+270.799 $
INCYTE CORPINCY373.187 $+68.125 $305.062 $+305.062 $
3M COMMM264.211 $+15.093 $249.118 $-120.410 $369.528 $+369.528 $
FASTENAL COFAST335.323 $-19.143 $354.466 $+51.526 $302.940 $+15.089 $287.851 $+287.851 $
AMGEN INCAMGN352.843 $+104.623 $248.220 $+13.451 $234.769 $-2.956 $237.725 $+237.725 $
STRYKER CORPSYK346.650 $+42.729 $303.921 $-13.005 $316.926 $+39.252 $277.674 $+277.674 $
MCDONALDS CORPMCD339.166 $+88.562 $250.604 $+42.021 $208.583 $+208.583 $
Palo Alto Networks IncPANW200.800 $-134.359 $335.159 $+72.606 $262.553 $+262.553 $
BlackRock, Inc.BLK330.619 $+38.175 $292.444 $-35.798 $328.242 $+19.999 $308.243 $+308.243 $
CHIPOTLE MEXICAN GRILL INCCMG325.548 $+325.548 $
TEXTRON INCTXT324.903 $+324.903 $
Eaton Corp plcETN322.443 $+19.523 $302.920 $+14.505 $288.415 $+288.415 $
NEUROCRINE BIOSCIENCES INCNBIX312.053 $+108.642 $203.411 $+203.411 $
NEXTERA ENERGY INCNEE311.081 $+311.081 $
HALLIBURTON COHAL309.106 $+102.614 $206.492 $+206.492 $
DELTA AIR LINES, INC.DAL306.287 $+95.027 $211.260 $+211.260 $
Booking Holdings Inc.BKNG302.359 $+93.946 $208.413 $+208.413 $
MERCADOLIBRE INCMELI228.881 $-37.554 $266.435 $-34.159 $300.594 $+78.175 $222.419 $+222.419 $
COCA COLA COKO300.427 $+47.263 $253.164 $+32.634 $220.530 $+220.530 $
CARNIVAL CORPCCL299.250 $+299.250 $
LINDE PLCLIN238.740 $-58.757 $297.497 $+297.497 $
GARMIN LTDGRMN296.414 $+296.414 $
Zoetis Inc.ZTS291.329 $+90.990 $200.339 $+200.339 $
BOEING COBA226.822 $-48.616 $275.438 $+275.438 $
PFIZER INCPFE258.772 $-16.371 $275.143 $+275.143 $
ANALOG DEVICES INCADI273.241 $+273.241 $
CARDINAL HEALTH INCCAH268.509 $+268.509 $
EXACT SCIENCES CORPEXAS267.883 $+267.883 $
BORGWARNER INCBWA263.908 $+37.338 $226.570 $+226.570 $
STERIS plcSTE262.042 $+27.716 $234.326 $+234.326 $
Public StoragePSA258.551 $+258.551 $
DEERE & CODE254.451 $+41.101 $213.350 $+213.350 $
STARBUCKS CORPSBUX250.855 $+29.100 $221.755 $-26.011 $247.766 $+7.839 $239.927 $+239.927 $
LAS VEGAS SANDS CORPLVS249.063 $+249.063 $
AUTOZONE INCAZO248.834 $+248.834 $
Viatris IncVTRS248.620 $+94.506 $154.114 $+31.110 $123.004 $+15.667 $107.337 $+107.337 $
NEW YORK TIMES CONYT242.640 $+242.640 $
STIFEL FINANCIAL CORPSF237.252 $+237.252 $
SPS COMMERCE INCSPSC229.813 $-5.864 $235.677 $+33.575 $202.102 $-31.003 $233.105 $+233.105 $
Medtronic plcMDT235.201 $+235.201 $
EVERSOURCE ENERGYES228.551 $+9.795 $218.756 $+218.756 $
PROSPERITY BANCSHARES INCPB225.879 $+225.879 $
MOSAIC COMOS225.212 $+225.212 $
DECKERS OUTDOOR CORPDECK222.357 $+222.357 $
Veralto CorpVLTO222.188 $+222.188 $
DOVER CorpDOV218.256 $+218.256 $
JANUS HENDERSON GROUP PLCJHG212.015 $+212.015 $
Vertiv Holdings CoVRT200.855 $+200.855 $
213.554.453 $+14.023.238 $200.681.631 $+47.990.488 $152.534.965 $+28.137.746 $125.804.833 $+125.804.833 $
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