Investments: Retirement Planning Group, 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 (%)
1.738.536.473 $+107.660.690 $
+8,3 %
1.631.570.440 $+1.631.570.440 $
BANK OF AMERICA CORP /DE/BAC1.364.011.260 $+77.071.199 $
+6,0 %
1.286.940.061 $+1.286.940.061 $
GOLDMAN SACHS GROUP INCGS143.626.112 $+11.595.138 $
+8,8 %
132.030.974 $+132.030.974 $
APPFOLIO INCAPPF49.049.926 $+2.989.734 $
+6,5 %
46.060.192 $+46.060.192 $
MICROSOFT CORPMSFT28.589.353 $-690.908 $
-2,4 %
29.280.261 $+29.280.261 $
Walmart Inc.WMT13.332.395 $+1.710.562 $
+14,7 %
11.621.833 $+11.621.833 $
ALPHA PRO TECH LTDAPT12.478.428 $+3.205.365 $
+34,6 %
9.273.063 $+9.273.063 $
NVIDIA CORPNVDA12.416.959 $+2.377.088 $
+23,7 %
10.039.871 $+10.039.871 $
AMAZON COM INCAMZN11.925.749 $+875.777 $
+7,9 %
11.049.972 $+11.049.972 $
BlackRock, Inc.BLK11.552.700 $+469.927 $
+4,2 %
11.082.773 $+11.082.773 $
SPS COMMERCE INCSPSC7.484.153 $+719.704 $
+10,6 %
6.764.449 $+6.764.449 $
MORGAN STANLEYMS6.710.298 $+1.315.684 $
+24,4 %
5.394.614 $+5.394.614 $
LOCKHEED MARTIN CORPLMT4.513.642 $+250.751 $
+5,9 %
4.262.891 $+4.262.891 $
BERKSHIRE HATHAWAY INCBRK-B4.298.109 $+30.903 $
+0,7 %
4.267.206 $+4.267.206 $
EXXON MOBIL CORPXOM4.287.150 $+294.579 $
+7,4 %
3.992.571 $+3.992.571 $
JOHNSON & JOHNSONJNJ4.195.331 $+905.446 $
+27,5 %
3.289.885 $+3.289.885 $
JPMORGAN CHASE & COJPM4.157.866 $+141.061 $
+3,5 %
4.016.805 $+4.016.805 $
Duke Energy CORPDUK3.375.589 $+820.277 $
+32,1 %
2.555.312 $+2.555.312 $
PROCTER & GAMBLE CoPG3.264.967 $-104.103 $
-3,1 %
3.369.070 $+3.369.070 $
PEPSICO INCPEP3.315.453 $+370.288 $
+12,6 %
2.945.165 $+2.945.165 $
PALATIN TECHNOLOGIES INCPTNT2.281.249 $-888.659 $
-28,0 %
3.169.908 $+3.169.908 $
NETFLIX INCNFLX2.213.441 $-634.536 $
-22,3 %
2.847.977 $+2.847.977 $
AbbVie Inc.ABBV2.612.106 $+284.675 $
+12,2 %
2.327.431 $+2.327.431 $
SOUTHERN COSO2.058.933 $-175.597 $
-7,9 %
2.234.530 $+2.234.530 $
RTX CorpRTX1.963.994 $+301.991 $
+18,2 %
1.662.003 $+1.662.003 $
ELI LILLY & CoLLY1.960.252 $+816.412 $
+71,4 %
1.143.840 $+1.143.840 $
MCDONALDS CORPMCD1.894.688 $+200.729 $
+11,8 %
1.693.959 $+1.693.959 $
DEERE & CODE1.712.832 $+395.009 $
+30,0 %
1.317.823 $+1.317.823 $
COCA COLA COKO1.683.084 $+232.274 $
+16,0 %
1.450.810 $+1.450.810 $
SCHWAB CHARLES CORPSCHW1.638.039 $+45.715 $
+2,9 %
1.592.324 $+1.592.324 $
CATERPILLAR INCCAT1.308.126 $+250.205 $
+23,7 %
1.057.921 $+1.057.921 $
CONOCOPHILLIPSCOP1.301.340 $+47.529 $
+3,8 %
1.253.811 $+1.253.811 $
ROYAL GOLD INCRGLD1.281.724 $+112.543 $
+9,6 %
1.169.181 $+1.169.181 $
VERIZON COMMUNICATIONS INCVZ1.118.298 $-117.845 $
-9,5 %
1.236.143 $+1.236.143 $
ORACLE CORPORCL895.516 $-295.387 $
-24,8 %
1.190.903 $+1.190.903 $
STARBUCKS CORPSBUX1.039.062 $-42.404 $
-3,9 %
1.081.466 $+1.081.466 $
ADVANCED MICRO DEVICES INCAMD1.060.781 $+297.750 $
+39,0 %
763.031 $+763.031 $
AMGEN INCAMGN1.044.496 $+42.286 $
+4,2 %
1.002.210 $+1.002.210 $
CHEVRON CORPCVX904.801 $-14.962 $
-1,6 %
919.763 $+919.763 $
BANK OF NOVA SCOTIABNS809.708 $+99.331 $
+14,0 %
710.377 $+710.377 $
UNITEDHEALTH GROUP INCUNH717.843 $-62.326 $
-8,0 %
780.169 $+780.169 $
AMERICAN EXPRESS COAXP707.296 $+56.161 $
+8,6 %
651.135 $+651.135 $
PPL CorpPPL697.283 $+48.209 $
+7,4 %
649.074 $+649.074 $
Walt Disney CoDIS603.057 $-71.207 $
-10,6 %
674.264 $+674.264 $
NEXTERA ENERGY INCNEE606.143 $-22.689 $
-3,6 %
628.832 $+628.832 $
Mastercard IncMA590.117 $+50.238 $
+9,3 %
539.879 $+539.879 $
GENERAL DYNAMICS CORPGD577.238 $-10.133 $
-1,7 %
587.371 $+587.371 $
SYSCO CORPSYY570.140 $+43.493 $
+8,3 %
526.647 $+526.647 $
AT&T INC.T513.742 $-45.225 $
-8,1 %
558.967 $+558.967 $
MICRON TECHNOLOGY INCMU552.554 $+258.573 $
+88,0 %
293.981 $+293.981 $
STRYKER CORPSYK499.439 $-16.768 $
-3,2 %
516.207 $+516.207 $
FIRSTENERGY CORPFE499.777 $+30.024 $
+6,4 %
469.753 $+469.753 $
YUM BRANDS INCYUM330.619 $-166.177 $
-33,4 %
496.796 $+496.796 $
BARCLAYS PLCBCS463.837 $+5.989 $
+1,3 %
457.848 $+457.848 $
MCKESSON CORPMCK446.238 $+446.238 $
BOEING COBA398.742 $+24.061 $
+6,4 %
374.681 $+374.681 $
Medtronic plcMDT395.863 $+70.047 $
+21,5 %
325.816 $+325.816 $
KROGER COKR348.264 $-27.951 $
-7,4 %
376.215 $+376.215 $
PFIZER INCPFE318.881 $-31.849 $
-9,1 %
350.730 $+350.730 $
Aon plcAON330.420 $+12.938 $
+4,1 %
317.482 $+317.482 $
LAM RESEARCH CORPLRCX313.944 $+75.200 $
+31,5 %
238.744 $+238.744 $
Bank of New York Mellon CorpBK311.353 $+22.500 $
+7,8 %
288.853 $+288.853 $
Phillips 66PSX310.662 $+65.359 $
+26,6 %
245.303 $+245.303 $
CSX CORPCSX292.933 $+7.829 $
+2,7 %
285.104 $+285.104 $
FREEPORT-MCMORAN INCFCX288.145 $+288.145 $
CUMMINS INCCMI277.541 $+38.599 $
+16,2 %
238.942 $+238.942 $
Eaton Corp plcETN273.600 $+21.730 $
+8,6 %
251.870 $+251.870 $
CITIGROUP INCC270.978 $+63.186 $
+30,4 %
207.792 $+207.792 $
COPART INCCPRT230.985 $-39.870 $
-14,7 %
270.855 $+270.855 $
GENERAL ELECTRIC COGE251.683 $-15.453 $
-5,8 %
267.136 $+267.136 $
ENBRIDGE INCENB247.275 $+247.275 $
Parker-Hannifin CorpPH243.472 $+243.472 $
3M COMMM243.072 $+243.072 $
CRISPR Therapeutics AGCRSP241.093 $+241.093 $
INTEL CORPINTC240.627 $+2.823 $
+1,2 %
237.804 $+237.804 $
MANULIFE FINANCIAL CORPMFC240.573 $+240.573 $
WOLVERINE TRADING, LLC233.527 $-5.500 $
-2,3 %
239.027 $+239.027 $
NOVARTIS AGNVS229.967 $+229.967 $
NASDAQ, INC.NDAQ219.417 $+219.417 $
SEMPRASRE218.253 $+13.548 $
+6,6 %
204.705 $+204.705 $
NICOLET BANKSHARES INCNIC210.492 $+210.492 $
FORD MOTOR COF151.635 $+21.313 $
+16,4 %
130.322 $+130.322 $
ENDEAVOUR SILVER CORPEXK141.000 $+23.400 $
+19,9 %
117.600 $+117.600 $
COGNITION THERAPEUTICS INCCGTX13.500 $+0 $
+0,0 %
13.500 $+13.500 $
1.738.536.473 $+107.660.690 $
+8,3 %
1.631.570.440 $+1.631.570.440 $
Erweitert ×