Investments: United Financial Planning Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
83.265.351 $+32.367.607 $50.897.921 $+50.897.921 $
BANK OF AMERICA CORP /DE/BAC61.080.150 $+28.787.003 $32.293.147 $+32.293.147 $
BlackRock, Inc.BLK9.239.129 $+134.783 $9.104.346 $+9.104.346 $
APPFOLIO INCAPPF2.125.074 $+376.982 $1.748.092 $+1.748.092 $
SPS COMMERCE INCSPSC1.067.659 $+178.629 $889.030 $+889.030 $
Walmart Inc.WMT1.031.008 $+45.641 $985.367 $+985.367 $
NVIDIA CORPNVDA945.040 $+236.753 $708.287 $+708.287 $
BARRICK MINING CORPB798.010 $-50.274 $848.284 $+848.284 $
MICROSOFT CORPMSFT814.900 $+187.145 $627.755 $+627.755 $
CONSOLIDATED EDISON INCED802.633 $-5.911 $808.544 $+808.544 $
ALPHA PRO TECH LTDAPT739.379 $+268.659 $470.720 $+470.720 $
ORACLE CORPORCL471.682 $+320.094 $151.588 $+151.588 $
BERKSHIRE HATHAWAY INCBRK-B455.401 $+455.401 $
AMAZON COM INCAMZN370.697 $+132.903 $237.794 $+237.794 $
JPMORGAN CHASE & COJPM346.359 $+21.553 $324.806 $+324.806 $
EXXON MOBIL CORPXOM290.140 $+153.374 $136.766 $+136.766 $
MCDONALDS CORPMCD248.743 $+10.885 $237.858 $+237.858 $
AbbVie Inc.ABBV247.482 $+35.114 $212.368 $+212.368 $
FEDEX CORPFDX183.166 $+175.174 $7.992 $+7.992 $
AGNICO EAGLE MINES LTDAEM171.225 $+979 $170.246 $+170.246 $
BOEING COBA132.843 $+12.660 $120.183 $+120.183 $
GOLDMAN SACHS GROUP INCGS102.843 $-29.351 $132.194 $+132.194 $
MORGAN STANLEYMS104.388 $+10.920 $93.468 $+93.468 $
PFIZER INCPFE87.797 $+75.388 $12.409 $+12.409 $
CATERPILLAR INCCAT70.120 $+70.120 $
COLGATE PALMOLIVE COCL64.401 $-4.987 $69.388 $+69.388 $
LINDE PLCLIN65.664 $+65.664 $
NOVARTIS AGNVS65.213 $+7.505 $57.708 $+57.708 $
Accenture plcACN55.538 $+14.109 $41.429 $+41.429 $
PEPSICO INCPEP54.825 $+5.250 $49.575 $+49.575 $
Walt Disney CoDIS51.083 $+5.970 $45.113 $+45.113 $
JOHNSON & JOHNSONJNJ47.599 $+36.474 $11.125 $+11.125 $
ELI LILLY & CoLLY41.913 $+41.913 $
COMCAST CORPCMCSA39.378 $+11.603 $27.775 $+27.775 $
PALATIN TECHNOLOGIES INCPTNT39.283 $+7.542 $31.741 $+31.741 $
NETFLIX INCNFLX32.816 $+32.816 $
CHEVRON CORPCVX30.939 $+13.857 $17.082 $+17.082 $
PROCTER & GAMBLE CoPG29.522 $+7.243 $22.279 $+22.279 $
LOCKHEED MARTIN CORPLMT29.504 $+4.543 $24.961 $+24.961 $
STRYKER CORPSYK26.009 $-1.347 $27.356 $+27.356 $
GENERAL ELECTRIC COGE26.510 $+8.150 $18.360 $+18.360 $
STARBUCKS CORPSBUX26.189 $+13.245 $12.944 $+12.944 $
AMGEN INCAMGN24.500 $+4.654 $19.846 $+19.846 $
Medtronic plcMDT23.535 $+23.535 $
COCA COLA COKO21.098 $+3.291 $17.807 $+17.807 $
ANALOG DEVICES INCADI20.340 $+14.197 $6.143 $+6.143 $
ASML HOLDING NVASML19.257 $+19.257 $
Sea LtdSE19.008 $+19.008 $
Mastercard IncMA18.839 $+18.839 $
CIENA CORPCIEN18.242 $+18.242 $
CARDINAL HEALTH INCCAH17.673 $+17.673 $
ADVANCED MICRO DEVICES INCAMD16.919 $+16.895 $24 $+24 $
NEXTERA ENERGY INCNEE16.457 $+16.457 $
SAP SESAP16.032 $+16.032 $
METLIFE INCMET9.631 $-6.102 $15.733 $+15.733 $
ISHARES GOLD TRUSTIAU12.338 $-3.380 $15.718 $+15.718 $
TE Connectivity plcTEL15.698 $+15.698 $
AppLovin CorpAPP14.824 $+14.824 $
AT&T INC.T13.247 $+12.626 $621 $+621 $
Nu Holdings Ltd.NU12.036 $+12.036 $
ASTRAZENECA PLCAZN11.675 $+11.675 $
UBS Group AGUBS11.300 $+11.300 $
Monster Beverage CorpMNST11.117 $+11.117 $
CSX CORPCSX10.875 $+10.875 $
MANULIFE FINANCIAL CORPMFC10.848 $+1.534 $9.314 $+9.314 $
MICRON TECHNOLOGY INCMU10.275 $+10.275 $
DEERE & CODE10.243 $+10.243 $
Palo Alto Networks IncPANW10.131 $+10.131 $
ARES CAPITAL CORPARCC9.407 $-84 $9.491 $+9.491 $
Trane Technologies plcTT8.173 $+1.000 $7.173 $+7.173 $
MERCADOLIBRE INCMELI8.057 $+8.057 $
Veralto CorpVLTO7.683 $+7.683 $
CAMECO CORPCCJ7.594 $+7.594 $
WESTERN DIGITAL CORPWDC7.580 $+7.580 $
SCHWAB CHARLES CORPSCHW7.493 $+333 $7.160 $+7.160 $
Aptiv PLCAPTV7.457 $+7.457 $
Aon plcAON7.058 $+7.058 $
VERIZON COMMUNICATIONS INCVZ7.046 $+7.046 $
TransDigm Group INCTDG6.649 $+6.649 $
AECOMACM6.482 $+6.482 $
GENERAL DYNAMICS CORPGD6.060 $+6.060 $
INTEL CORPINTC5.883 $+3.654 $2.229 $+2.229 $
Eaton Corp plcETN5.415 $+5.415 $
PPL CorpPPL5.148 $+5.148 $
HUMANA INCHUM5.123 $+5.123 $
INTUITIVE SURGICAL INCISRG5.097 $+5.097 $
SEMPRASRE5.033 $+5.033 $
UNITEDHEALTH GROUP INCUNH4.952 $+4.952 $
GARTNER INCIT4.289 $+4.289 $
AFLAC INCAFL4.190 $+4.190 $
PAYCHEX INCPAYX3.926 $+3.926 $
KLA CORPKLAC3.645 $+3.645 $
AUTOZONE INCAZO3.392 $+3.392 $
Viatris IncVTRS3.337 $+3.050 $287 $+287 $
LAM RESEARCH CORPLRCX3.252 $+3.252 $
MICROCHIP TECHNOLOGY INCMCHP3.186 $+3.186 $
RTX CorpRTX3.118 $+3.118 $
CARNIVAL CORPCCL3.054 $+163 $2.891 $+2.891 $
Zoetis Inc.ZTS3.020 $+3.020 $
DARDEN RESTAURANTS INCDRI2.944 $+2.944 $
INSMED IncINSM2.611 $+2.611 $
YUM BRANDS INCYUM2.572 $+2.572 $
3M COMMM2.402 $+2.402 $
CONOCOPHILLIPSCOP2.340 $-25 $2.365 $+2.365 $
Roblox CorpRBLX2.269 $+2.269 $
FASTENAL COFAST2.127 $+2.127 $
CITIGROUP INCC1.984 $+258 $1.726 $+1.726 $
SUNCOR ENERGY INCSU1.819 $+1.819 $
SBA COMMUNICATIONS CORPSBAC1.741 $+1.741 $
MCKESSON CORPMCK1.641 $+1.641 $
Performance Food Group CoPFGC1.439 $+1.439 $
GARMIN LTDGRMN1.420 $+1.420 $
Vertiv Holdings CoVRT1.296 $+1.296 $
AngloGold Ashanti PLCAU1.109 $+1.109 $
SYSCO CORPSYY1.105 $+1.105 $
CDW CorpCDW1.090 $+1.090 $
NOKIA CORPNOK906 $+233 $673 $+673 $
TopBuild CorpBLD834 $+834 $
SOPHiA GENETICS SASOPH794 $+794 $
Twist Bioscience CorpTWST793 $+793 $
IONIS PHARMACEUTICALS INCIONS633 $+633 $
Sylvamo CorpSLVM576 $+576 $
Rocket Lab CorpRKLB558 $+558 $
Public StoragePSA519 $+519 $
CHIPOTLE MEXICAN GRILL INCCMG518 $+518 $
SYNOPSYS INCSNPS470 $+470 $
JABIL INCJBL456 $+456 $
LAS VEGAS SANDS CORPLVS456 $+456 $
Churchill Downs IncCHDN455 $+455 $
Viking Holdings LtdVIK428 $+428 $
PEGASYSTEMS INCPEGA358 $+358 $
EQT CorpEQT322 $+322 $
Hyatt Hotels CorpH321 $+321 $
Strategy IncMSTR304 $+304 $
COGNEX CORPCGNX288 $+288 $
Antero Midstream CorpAM267 $+267 $
ENTEGRIS INCENTG253 $+253 $
HEICO CORPHEI252 $+252 $
Nebius Group N.V.NBIS251 $+251 $
ZEBRA TECHNOLOGIES CORPZBRA243 $+243 $
Solventum CorpSOLV238 $+238 $
TETRA TECH INCTTEK235 $+235 $
PLUG POWER INCPLUG197 $-36 $233 $+233 $
MASTEC INCMTZ217 $+217 $
FORD MOTOR COF210 $+19 $191 $+191 $
CINTAS CORPCTAS188 $+188 $
RHRH179 $+179 $
WILLIAMS SONOMA INCWSM179 $+179 $
Allegiant Travel COALGT177 $+177 $
MANHATTAN ASSOCIATES INCMANH173 $+173 $
Allegion plcALLE159 $+159 $
Celularity IncCELU21 $-18 $39 $+39 $
83.265.351 $+32.367.607 $50.897.921 $+50.897.921 $
Erweiterte Einstellungen ×