Investments: WESPAC Advisors, 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 (%)
133.612.069 $+4.152.556 $
-5,1 %
134.960.627 $+134.960.627 $
BANK OF AMERICA CORP /DE/BAC92.724.060 $+2.646.512 $
+2,9 %
90.077.548 $+90.077.548 $
BlackRock, Inc.BLK4.967.366 $-100.634 $
-2,0 %
5.068.000 $+5.068.000 $
APPFOLIO INCAPPF3.351.081 $+222.396 $
+7,1 %
3.128.685 $+3.128.685 $
AT&T INC.T1.005.856 $-1.778.467 $
-63,9 %
2.784.323 $+2.784.323 $
ISHARES GOLD TRUSTIAU2.731.858 $+776.237 $
+39,7 %
1.955.621 $+1.955.621 $
ALPHA PRO TECH LTDAPT2.306.237 $+798.936 $
+53,0 %
1.507.301 $+1.507.301 $
MICROSOFT CORPMSFT2.275.423 $+368.402 $
+19,3 %
1.907.021 $+1.907.021 $
GOLDMAN SACHS GROUP INCGS1.757.695 $-241.725 $
-12,1 %
1.999.420 $+1.999.420 $
3M COMMM1.459.151 $-144.945 $
-9,0 %
1.604.096 $+1.604.096 $
GENERAL ELECTRIC COGE1.393.528 $-155.093 $
-10,0 %
1.548.621 $+1.548.621 $
Walmart Inc.WMT1.341.933 $-43.296 $
-3,1 %
1.385.229 $+1.385.229 $
ADVANCED MICRO DEVICES INCAMD1.329.934 $-4.995 $
-0,4 %
1.334.929 $+1.334.929 $
CARDINAL HEALTH INCCAH1.289.307 $+246.465 $
+23,6 %
1.042.842 $+1.042.842 $
SPS COMMERCE INCSPSC1.274.929 $+432.465 $
+51,3 %
842.464 $+842.464 $
MORGAN STANLEYMS1.139.300 $-30.373 $
-2,6 %
1.169.673 $+1.169.673 $
NVIDIA CORPNVDA961.781 $-124.863 $
-11,5 %
1.086.644 $+1.086.644 $
ENBRIDGE INCENB900.639 $-139.695 $
-13,4 %
1.040.334 $+1.040.334 $
CENTERPOINT ENERGY INCCNP916.058 $-28.179 $
-3,0 %
944.237 $+944.237 $
KROGER COKR915.765 $+915.765 $
DARDEN RESTAURANTS INCDRI884.222 $+884.222 $
HF Sinclair CorpDINO824.355 $+824.355 $
MICRON TECHNOLOGY INCMU801.717 $+801.717 $
ARES CAPITAL CORPARCC707.018 $-88.666 $
-11,1 %
795.684 $+795.684 $
REALTY INCOME CORPO256.427 $-537.749 $
-67,7 %
794.176 $+794.176 $
WESTERN DIGITAL CORPWDC793.303 $+793.303 $
LINCOLN NATIONAL CORPLNC206.397 $-530.230 $
-72,0 %
736.627 $+736.627 $
RALPH LAUREN CORPRL727.729 $+25.355 $
+3,6 %
702.374 $+702.374 $
AMGEN INCAMGN683.211 $+683.211 $
Duke Energy CORPDUK673.819 $+673.819 $
ALBEMARLE CORPALB643.693 $+643.693 $
Mastercard IncMA642.240 $+2.329 $
+0,4 %
639.911 $+639.911 $
JPMORGAN CHASE & COJPM607.217 $-25.424 $
-4,0 %
632.641 $+632.641 $
PROCTER & GAMBLE CoPG458.449 $-173.410 $
-27,4 %
631.859 $+631.859 $
AMAZON COM INCAMZN552.352 $-65.298 $
-10,6 %
617.650 $+617.650 $
ELI LILLY & CoLLY571.730 $+132.242 $
+30,1 %
439.488 $+439.488 $
FORD MOTOR COF372.870 $-193.388 $
-34,2 %
566.258 $+566.258 $
Antero Midstream CorpAM535.455 $+535.455 $
abrdn Healthcare InvestorsHQH450.336 $-63.184 $
-12,3 %
513.520 $+513.520 $
EVERSOURCE ENERGYES501.679 $+501.679 $
FRANKLIN RESOURCES INCBEN486.424 $+486.424 $
NETFLIX INCNFLX267.216 $-139.218 $
-34,3 %
406.434 $+406.434 $
ORACLE CORPORCL341.349 $-41.137 $
-10,8 %
382.486 $+382.486 $
CHEVRON CORPCVX350.543 $+73.000 $
+26,3 %
277.543 $+277.543 $
RTX CorpRTX338.190 $+29.633 $
+9,6 %
308.557 $+308.557 $
Enovix CorpENVX191.522 $-71.467 $
-27,2 %
262.989 $+262.989 $
PALATIN TECHNOLOGIES INCPTNT257.942 $+257.942 $
BERKSHIRE HATHAWAY INCBRK-B207.092 $-18.136 $
-8,1 %
225.228 $+225.228 $
AppLovin CorpAPP216.281 $+216.281 $
EXELON CORPEXC216.032 $+216.032 $
Booking Holdings Inc.BKNG205.172 $+205.172 $
CITIGROUP INCC99.300 $+200 $
+0,2 %
99.100 $+99.100 $
133.612.069 $+4.152.556 $
-5,1 %
134.960.627 $+134.960.627 $
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