Investments: WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

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. ($)
326.284.475 $+8.990.773 $317.466.474 $+12.874.133 $305.499.423 $+9.004.558 $297.221.610 $+297.221.610 $
BANK OF AMERICA CORP /DE/BAC106.215.568 $-2.688.158 $108.903.726 $-73.371 $108.977.097 $+4.135.317 $104.841.780 $+104.841.780 $
ALPHA PRO TECH LTDAPT27.687.528 $+5.259.024 $22.428.504 $+4.576.797 $17.851.707 $+1.848.215 $16.003.492 $+16.003.492 $
APPFOLIO INCAPPF24.366.823 $+1.180.984 $23.185.839 $+4.555.428 $18.630.411 $-1.459.318 $20.089.729 $+20.089.729 $
ELI LILLY & CoLLY23.267.857 $+6.071.391 $17.196.466 $-182.347 $17.378.813 $-2.941.021 $20.319.834 $+20.319.834 $
MICROSOFT CORPMSFT18.456.669 $-1.501.787 $19.958.456 $+410.302 $19.548.154 $+5.170.583 $14.377.571 $+14.377.571 $
BERKSHIRE HATHAWAY INCBRK-B18.363.378 $+400.261 $17.963.117 $-238.047 $18.201.164 $-1.409.901 $19.611.065 $+19.611.065 $
JPMORGAN CHASE & COJPM12.567.660 $-9.163 $12.576.823 $+60.915 $12.515.908 $+1.586.104 $10.929.804 $+10.929.804 $
Walmart Inc.WMT9.306.555 $+457.794 $8.848.761 $+166.252 $8.682.509 $+978.376 $7.704.133 $+7.704.133 $
JOHNSON & JOHNSONJNJ7.147.166 $+706.725 $6.440.441 $+519.451 $5.920.990 $-1.130.056 $7.051.046 $+7.051.046 $
NVIDIA CORPNVDA6.193.327 $+106.697 $6.086.630 $+490.150 $5.596.480 $+2.134.967 $3.461.513 $+3.461.513 $
PROCTER & GAMBLE CoPG4.407.550 $-284.697 $4.692.247 $-712.873 $5.405.120 $-497.908 $5.903.028 $+5.903.028 $
AbbVie Inc.ABBV5.640.695 $-69.551 $5.710.246 $+934.243 $4.776.003 $-893.007 $5.669.010 $+5.669.010 $
RTX CorpRTX4.989.633 $+443.563 $4.546.070 $+586.111 $3.959.959 $+123.028 $3.836.931 $+3.836.931 $
NORTHERN TRUST CORPNTRS4.752.260 $+70.114 $4.682.146 $-204.744 $4.886.890 $+725.435 $4.161.455 $+4.161.455 $
ORACLE CORPORCL3.048.197 $-1.370.927 $4.419.124 $+1.020.521 $3.398.603 $+1.296.000 $2.102.603 $+2.102.603 $
AMAZON COM INCAMZN3.960.410 $+257.362 $3.703.048 $+31.556 $3.671.492 $+1.077.107 $2.594.385 $+2.594.385 $
PALATIN TECHNOLOGIES INCPTNT3.524.960 $-105.745 $3.630.705 $+866.408 $2.764.297 $+1.113.433 $1.650.864 $+1.650.864 $
EXXON MOBIL CORPXOM3.134.343 $+261.864 $2.872.479 $+87.541 $2.784.938 $-488.135 $3.273.073 $+3.273.073 $
AMGEN INCAMGN3.270.809 $+454.453 $2.816.356 $-6.729 $2.823.085 $-270.736 $3.093.821 $+3.093.821 $
BlackRock, Inc.BLK2.970.976 $+117.554 $2.853.422 $+169.153 $2.684.269 $-194.482 $2.878.751 $+2.878.751 $
COCA COLA COKO2.737.163 $+185.493 $2.551.670 $-184.555 $2.736.225 $-180.786 $2.917.011 $+2.917.011 $
AMERICAN EXPRESS COAXP2.827.158 $+334.297 $2.492.861 $+127.624 $2.365.237 $+42.797 $2.322.440 $+2.322.440 $
PEPSICO INCPEP1.821.269 $-475.676 $2.296.945 $+74.057 $2.222.888 $-394.531 $2.617.419 $+2.617.419 $
Medtronic plcMDT2.394.007 $-27.851 $2.421.858 $+165.811 $2.256.047 $-264.256 $2.520.303 $+2.520.303 $
Accenture plcACN1.276.571 $-741.357 $2.017.928 $-421.911 $2.439.839 $-53.049 $2.492.888 $+2.492.888 $
UNITEDHEALTH GROUP INCUNH368.403 $-24.894 $393.297 $-727.923 $1.121.220 $-832.891 $1.954.111 $+1.954.111 $
NEXTERA ENERGY INCNEE1.726.551 $+108.571 $1.617.980 $+132.579 $1.485.401 $-170.738 $1.656.139 $+1.656.139 $
PFIZER INCPFE646.055 $-234.203 $880.258 $-203.884 $1.084.142 $-444.096 $1.528.238 $+1.528.238 $
SCHWAB CHARLES CORPSCHW1.454.590 $+75.526 $1.379.064 $+62.197 $1.316.867 $+225.295 $1.091.572 $+1.091.572 $
Mastercard IncMA1.389.577 $-57.900 $1.447.477 $+22.169 $1.425.308 $+187.070 $1.238.238 $+1.238.238 $
CHEVRON CORPCVX804.268 $-38.646 $842.914 $+65.249 $777.665 $-612.515 $1.390.180 $+1.390.180 $
COMCAST CORPCMCSA474.145 $-426.101 $900.246 $-229.664 $1.129.910 $-164.579 $1.294.489 $+1.294.489 $
VERIZON COMMUNICATIONS INCVZ680.636 $-267.245 $947.881 $-103.183 $1.051.064 $-239.365 $1.290.429 $+1.290.429 $
MCDONALDS CORPMCD1.166.895 $-18.884 $1.185.779 $+100.367 $1.085.412 $-76.917 $1.162.329 $+1.162.329 $
CATERPILLAR INCCAT1.160.062 $+206.239 $953.823 $+181.285 $772.538 $+150.205 $622.333 $+622.333 $
FIFTH THIRD BANCORPFITB746.807 $+30.131 $716.676 $+55.018 $661.658 $-437.588 $1.099.246 $+1.099.246 $
Walt Disney CoDIS807.992 $-79.037 $887.029 $-167.125 $1.054.154 $+99.670 $954.484 $+954.484 $
SOUTHERN COSO944.553 $-93.302 $1.037.855 $+32.766 $1.005.089 $-11.384 $1.016.473 $+1.016.473 $
3M COMMM975.649 $+37.586 $938.063 $+27.059 $911.004 $-106.442 $1.017.446 $+1.017.446 $
LOCKHEED MARTIN CORPLMT732.653 $+10.091 $722.562 $+22.731 $699.831 $-36.653 $736.484 $+736.484 $
1ST SOURCE CORPSRCE722.009 $+10.745 $711.264 $-5.893 $717.157 $+258.282 $458.875 $+458.875 $
FEDEX CORPFDX460.757 $-175.509 $636.266 $+636.266 $
GENERAL DYNAMICS CORPGD608.681 $+27.866 $580.815 $+66.770 $514.045 $+14.648 $499.397 $+499.397 $
GOLDMAN SACHS GROUP INCGS607.472 $+105.958 $501.514 $+63.838 $437.676 $+99.474 $338.202 $+338.202 $
STARBUCKS CORPSBUX511.828 $+5.582 $506.246 $-54.071 $560.317 $-26.065 $586.382 $+586.382 $
INTEL CORPINTC401.952 $+40.417 $361.535 $-52.955 $414.490 $-140.429 $554.919 $+554.919 $
AT&T INC.T404.685 $-88.782 $493.467 $-31.373 $524.840 $+90.746 $434.094 $+434.094 $
ALLSTATE CORPALL502.145 $+502.145 $
Duke Energy CORPDUK387.501 $-48.531 $436.032 $+56.416 $379.616 $+2.896 $376.720 $+376.720 $
TE Connectivity plcTEL430.449 $+3.244 $427.205 $+114.491 $312.714 $+54.240 $258.474 $+258.474 $
INTUITIVE SURGICAL INCISRG403.815 $+115.799 $288.016 $-102.696 $390.712 $+89.093 $301.619 $+301.619 $
NOVARTIS AGNVS364.942 $+32.159 $332.783 $+24.207 $308.576 $-87.178 $395.754 $+395.754 $
NETFLIX INCNFLX275.654 $-82.823 $358.477 $-36.566 $395.043 $+395.043 $
WELLTOWER INC.WELL388.853 $+19.747 $369.106 $+55.651 $313.455 $+39.056 $274.399 $+274.399 $
CUMMINS INCCMI310.354 $+67.491 $242.863 $+242.863 $
CVS HEALTH CorpCVS259.031 $-47.354 $306.385 $+23.429 $282.956 $+33.162 $249.794 $+249.794 $
EMERSON ELECTRIC COEMR301.673 $+16.094 $285.579 $+1.453 $284.126 $+65.394 $218.732 $+218.732 $
GENERAL ELECTRIC COGE283.696 $+24.991 $258.705 $+258.705 $
ADVANCED MICRO DEVICES INCAMD268.985 $+65.939 $203.046 $+203.046 $
Eaton Corp plcETN263.726 $+263.726 $
LINDE PLCLIN200.450 $-48.685 $249.135 $+249.135 $
COLGATE PALMOLIVE COCL212.959 $-30.743 $243.702 $+19.520 $224.182 $+224.182 $
MICRON TECHNOLOGY INCMU241.171 $+241.171 $
ENBRIDGE INCENB227.671 $-12.519 $240.190 $+24.467 $215.723 $+4.807 $210.916 $+210.916 $
NICOLET BANKSHARES INCNIC216.024 $-16.348 $232.372 $+232.372 $
UNITED PARCEL SERVICE INCUPS224.600 $+224.600 $
Booking Holdings Inc.BKNG202.623 $+202.623 $
326.284.475 $+8.990.773 $317.466.474 $+12.874.133 $305.499.423 $+9.004.558 $297.221.610 $+297.221.610 $
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