Investments: WealthTrust Axiom LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
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 ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
383.596.919 $+15.366.108 $
+0,9 %
368.386.658 $+368.386.658 $
BANK OF AMERICA CORP /DE/BAC188.478.582 $+10.206.911 $
+5,7 %
178.271.671 $+178.271.671 $
APPFOLIO INCAPPF21.374.650 $+1.200.078 $
+5,9 %
20.174.572 $+20.174.572 $
MICROSOFT CORPMSFT14.063.184 $-1.145.289 $
-7,5 %
15.208.473 $+15.208.473 $
LSI INDUSTRIES INCLYTS10.543.438 $-2.768.081 $
-20,8 %
13.311.519 $+13.311.519 $
TETRA TECHNOLOGIES INCTTI13.295.201 $+3.845.991 $
+40,7 %
9.449.210 $+9.449.210 $
ELI LILLY & CoLLY9.699.732 $+2.122.656 $
+28,0 %
7.577.076 $+7.577.076 $
AGNICO EAGLE MINES LTDAEM9.086.114 $+36.987 $
+0,4 %
9.049.127 $+9.049.127 $
PFIZER INCPFE5.981.362 $-175.176 $
-2,8 %
6.156.538 $+6.156.538 $
Constellation Energy CorpCEG5.316.428 $+318.598 $
+6,4 %
4.997.830 $+4.997.830 $
VERIZON COMMUNICATIONS INCVZ4.676.857 $-417.984 $
-8,2 %
5.094.841 $+5.094.841 $
NOVARTIS AGNVS4.533.814 $+281.564 $
+6,6 %
4.252.250 $+4.252.250 $
JOHNSON & JOHNSONJNJ4.336.456 $+451.510 $
+11,6 %
3.884.946 $+3.884.946 $
FIFTH THIRD BANCORPFITB3.685.108 $+113.321 $
+3,2 %
3.571.787 $+3.571.787 $
BERKSHIRE HATHAWAY INCBRK-B3.566.966 $+29.023 $
+0,8 %
3.537.943 $+3.537.943 $
AT&T INC.T3.027.922 $-423.628 $
-12,3 %
3.451.550 $+3.451.550 $
GSK plcGSK3.412.981 $+413.697 $
+13,8 %
2.999.284 $+2.999.284 $
AMAZON COM INCAMZN2.909.240 $+176.926 $
+6,5 %
2.732.314 $+2.732.314 $
CONSOLIDATED EDISON INCED2.801.121 $-37.362 $
-1,3 %
2.838.483 $+2.838.483 $
ALPHA PRO TECH LTDAPT2.639.016 $+607.902 $
+29,9 %
2.031.114 $+2.031.114 $
TORONTO DOMINION BANKTD2.531.240 $+350.930 $
+16,1 %
2.180.310 $+2.180.310 $
NVIDIA CORPNVDA2.394.640 $+44.014 $
+1,9 %
2.350.626 $+2.350.626 $
NEXTERA ENERGY INCNEE2.392.129 $+101.503 $
+4,4 %
2.290.626 $+2.290.626 $
CHEVRON CORPCVX2.295.760 $-67.485 $
-2,9 %
2.363.245 $+2.363.245 $
EXELON CORPEXC2.067.158 $-71.908 $
-3,4 %
2.139.066 $+2.139.066 $
EXXON MOBIL CORPXOM2.019.624 $+133.018 $
+7,1 %
1.886.606 $+1.886.606 $
ORACLE CORPORCL1.397.699 $-621.885 $
-30,8 %
2.019.584 $+2.019.584 $
CMS ENERGY CORPCMS1.846.151 $-102.564 $
-5,3 %
1.948.715 $+1.948.715 $
GENERAL ELECTRIC COGE1.935.968 $+18.843 $
+1,0 %
1.917.125 $+1.917.125 $
CERAGON NETWORKS LTDCRNT1.890.627 $+37.112 $
+2,0 %
1.853.515 $+1.853.515 $
AMERICAN EXPRESS COAXP1.882.199 $+192.264 $
+11,4 %
1.689.935 $+1.689.935 $
JPMORGAN CHASE & COJPM1.844.079 $+52.252 $
+2,9 %
1.791.827 $+1.791.827 $
ADVANCED MICRO DEVICES INCAMD1.134.405 $-706.230 $
-38,4 %
1.840.635 $+1.840.635 $
Duke Energy CORPDUK1.687.690 $-118.771 $
-6,6 %
1.806.461 $+1.806.461 $
NORDIC AMERICAN TANKERS LtdNAT1.787.880 $+60.422 $
+3,5 %
1.727.458 $+1.727.458 $
AMGEN INCAMGN1.685.231 $+241.470 $
+16,7 %
1.443.761 $+1.443.761 $
Bank of New York Mellon CorpBK1.469.024 $+90.224 $
+6,5 %
1.378.800 $+1.378.800 $
Shell plcSHEL1.305.754 $+51.834 $
+4,1 %
1.253.920 $+1.253.920 $
GRAHAM CORPGHM1.302.554 $+56.075 $
+4,5 %
1.246.479 $+1.246.479 $
INTEL CORPINTC1.253.953 $+76.927 $
+6,5 %
1.177.026 $+1.177.026 $
MICRON TECHNOLOGY INCMU1.110.007 $+96.025 $
+9,5 %
1.013.982 $+1.013.982 $
PROCTER & GAMBLE CoPG1.004.056 $-76.169 $
-7,1 %
1.080.225 $+1.080.225 $
BOEING COBA1.076.782 $+233.235 $
+27,6 %
843.547 $+843.547 $
XCEL ENERGY INCXEL978.707 $-89.973 $
-8,4 %
1.068.680 $+1.068.680 $
KOPIN CORPKOPN661.651 $-311.529 $
-32,0 %
973.180 $+973.180 $
RIO TINTO PLCRIO954.339 $+167.185 $
+21,2 %
787.154 $+787.154 $
Palo Alto Networks IncPANW862.056 $-90.885 $
-9,5 %
952.941 $+952.941 $
CATERPILLAR INCCAT936.746 $+175.702 $
+23,1 %
761.044 $+761.044 $
Phillips 66PSX884.202 $-47.220 $
-5,1 %
931.422 $+931.422 $
BlackRock, Inc.BLK920.524 $+57.617 $
+6,7 %
862.907 $+862.907 $
PATRICK INDUSTRIES INCPATK876.114 $+40.400 $
+4,8 %
835.714 $+835.714 $
ENBRIDGE INCENB822.556 $-45.229 $
-5,2 %
867.785 $+867.785 $
Walmart Inc.WMT861.764 $+60.981 $
+7,6 %
800.783 $+800.783 $
COCA COLA COKO859.074 $+44.246 $
+5,4 %
814.828 $+814.828 $
BHP Group LtdBHP825.740 $+26.954 $
+3,4 %
798.786 $+798.786 $
Walt Disney CoDIS751.121 $-20.506 $
-2,7 %
771.627 $+771.627 $
CENTRUS ENERGY CORPLEU456.146 $-283.060 $
-38,3 %
739.206 $+739.206 $
Amcor plcAMCR735.123 $+14.103 $
+2,0 %
721.020 $+721.020 $
Eaton Corp plcETN625.084 $-109.392 $
-14,9 %
734.476 $+734.476 $
CVS HEALTH CorpCVS722.864 $+36.257 $
+5,3 %
686.607 $+686.607 $
COMCAST CORPCMCSA575.209 $-103.352 $
-15,2 %
678.561 $+678.561 $
AbbVie Inc.ABBV662.849 $-8.848 $
-1,3 %
671.697 $+671.697 $
UNITEDHEALTH GROUP INCUNH649.022 $-17.061 $
-2,6 %
666.083 $+666.083 $
MCDONALDS CORPMCD655.494 $+16.587 $
+2,6 %
638.907 $+638.907 $
RTX CorpRTX641.442 $+56.205 $
+9,6 %
585.237 $+585.237 $
EQUINOR ASAEQNR620.292 $-19.688 $
-3,1 %
639.980 $+639.980 $
BARRICK MINING CORPB623.723 $+149.476 $
+31,5 %
474.247 $+474.247 $
OLIN CorpOLN473.893 $-115.883 $
-19,6 %
589.776 $+589.776 $
CONOCOPHILLIPSCOP455.297 $-89.682 $
-16,5 %
544.979 $+544.979 $
SOUTHERN COSO448.020 $-38.894 $
-8,0 %
486.914 $+486.914 $
Archer-Daniels-Midland CoADM467.661 $-16.630 $
-3,4 %
484.291 $+484.291 $
Haleon plcHLN478.061 $+53.906 $
+12,7 %
424.155 $+424.155 $
TE Connectivity plcTEL477.770 $+16.758 $
+3,6 %
461.012 $+461.012 $
3M COMMM476.742 $-867 $
-0,2 %
477.609 $+477.609 $
SYSCO CORPSYY412.664 $-48.440 $
-10,5 %
461.104 $+461.104 $
LOCKHEED MARTIN CORPLMT424.004 $-13.587 $
-3,1 %
437.591 $+437.591 $
BP PLCBP431.286 $+17.110 $
+4,1 %
414.176 $+414.176 $
PEPSICO INCPEP430.018 $+23.974 $
+5,9 %
406.044 $+406.044 $
ALCON INCALC428.332 $+20.390 $
+5,0 %
407.942 $+407.942 $
UNILEVER PLCUL395.670 $+6.027 $
+1,5 %
389.643 $+389.643 $
CITIGROUP INCC336.292 $+43.807 $
+15,0 %
292.485 $+292.485 $
NICOLET BANKSHARES INCNIC333.299 $+333.299 $
GENERAL DYNAMICS CORPGD328.696 $-4.237 $
-1,3 %
332.933 $+332.933 $
FORD MOTOR COF331.913 $+4.696 $
+1,4 %
327.217 $+327.217 $
Ardmore Shipping CorpASC254.175 $-63.364 $
-20,0 %
317.539 $+317.539 $
MORGAN STANLEYMS314.228 $+32.869 $
+11,7 %
281.359 $+281.359 $
PPL CorpPPL286.423 $-17.503 $
-5,8 %
303.926 $+303.926 $
CENTERPOINT ENERGY INCCNP299.808 $-3.598 $
-1,2 %
303.406 $+303.406 $
YUM BRANDS INCYUM297.265 $-1.415 $
-0,5 %
298.680 $+298.680 $
ALLSTATE CORPALL287.038 $-10.896 $
-3,7 %
297.934 $+297.934 $
DEERE & CODE287.447 $+5.146 $
+1,8 %
282.301 $+282.301 $
EQT CorpEQT278.371 $-852 $
-0,3 %
279.223 $+279.223 $
NATIONAL FUEL GAS CONFG274.621 $+274.621 $
SPS COMMERCE INCSPSC257.692 $+10.285 $
+4,2 %
247.407 $+247.407 $
HERSHEY COHSY250.222 $-7.013 $
-2,7 %
257.235 $+257.235 $
ASTRAZENECA PLCAZN254.278 $+42.071 $
+19,8 %
212.207 $+212.207 $
NETFLIX INCNFLX248.932 $+248.932 $
SEMPRASRE243.503 $-4.661 $
-1,9 %
248.164 $+248.164 $
Brookfield Renewable CorpBEPC244.532 $+24.725 $
+11,2 %
219.807 $+219.807 $
GOLAR LNG LTDGLNG217.678 $-24.782 $
-10,2 %
242.460 $+242.460 $
EMERSON ELECTRIC COEMR237.969 $+2.808 $
+1,2 %
235.161 $+235.161 $
Jumia Technologies AGJMIA219.574 $-14.077 $
-6,0 %
233.651 $+233.651 $
FOSTER L B COFSTR233.133 $+0 $
+0,0 %
233.133 $+233.133 $
INTERFACE INCTILE214.984 $-7.854 $
-3,5 %
222.838 $+222.838 $
Viatris IncVTRS128.272 $-12.060 $
-8,6 %
140.332 $+140.332 $
CMB.TECH NVCMBT111.647 $+111.647 $
NOKIA CORPNOK99.029 $+8.842 $
+9,8 %
90.187 $+90.187 $
STONERIDGE INCSRI88.465 $+88.465 $
RETRACTABLE TECHNOLOGIES INCRVP45.038 $-4.078 $
-8,3 %
49.116 $+49.116 $
Atomera IncATOM44.200 $+44.200 $
383.596.919 $+15.366.108 $
+0,9 %
368.386.658 $+368.386.658 $
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