Investments: Capital Wealth Planning, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q2
Investment ($)QoQ ($)QoQ (%)
12.468.564.116 $+1.174.321.617 $
+864,4 %
BANK OF AMERICA CORP /DE/BAC5.000.288.341 $+280.981.916 $
+6,0 %
GOLDMAN SACHS GROUP INCGS708.665.774 $+103.236.294 $
+17,1 %
JPMORGAN CHASE & COJPM697.298.887 $+94.496.818 $
+15,7 %
MICROSOFT CORPMSFT671.932.535 $+134.169.983 $
+24,9 %
RTX CorpRTX635.528.677 $+268.529.176 $
+73,2 %
CATERPILLAR INCCAT634.276.931 $+95.887.344 $
+17,8 %
AMERICAN EXPRESS COAXP584.132.338 $+59.763.200 $
+11,4 %
APPFOLIO INCAPPF520.586.725 $+159.403.420 $
+44,1 %
PROCTER & GAMBLE CoPG470.919.591 $+214.096 $
+0,0 %
MCDONALDS CORPMCD470.415.248 $+92.610.365 $
+24,5 %
AMGEN INCAMGN362.501.035 $+24.207.111 $
+7,2 %
CHEVRON CORPCVX353.028.919 $-25.234.395 $
-6,7 %
AGNICO EAGLE MINES LTDAEM292.061.773 $+44.374.906 $
+17,9 %
Duke Energy CORPDUK263.686.837 $-888.261 $
-0,3 %
VERIZON COMMUNICATIONS INCVZ256.863.176 $-5.908.423 $
-2,2 %
COCA COLA COKO249.589.516 $+249.098.614 $
+50.743,0 %
FASTENAL COFAST98.943.600 $+7.595.284 $
+8,3 %
SAP SESAP12.743.311 $+5.162.297 $
+68,1 %
EMBRAER S.A.EMBJ11.453.138 $+5.838.406 $
+104,0 %
NVIDIA CORPNVDA11.074.942 $+7.553.242 $
+214,5 %
NOVARTIS AGNVS10.937.489 $+5.200.728 $
+90,7 %
CAMECO CORPCCJ9.585.320 $+6.603.484 $
+221,5 %
BARCLAYS PLCBCS9.405.369 $+1.168.185 $
+14,2 %
RELX PLCRELX9.242.528 $+1.719.945 $
+22,9 %
ELI LILLY & CoLLY9.058.919 $+372.823 $
+4,3 %
Sony Group CorpSONY7.714.095 $+4.506.957 $
+140,5 %
AMAZON COM INCAMZN7.346.932 $+4.677.584 $
+175,2 %
QUEST DIAGNOSTICS INCDGX6.609.448 $+227.598 $
+3,6 %
MERCADOLIBRE INCMELI6.236.121 $+3.274.700 $
+110,6 %
ENBRIDGE INCENB6.077.185 $-694.845 $
-10,3 %
STRYKER CORPSYK6.045.578 $+335.677 $
+5,9 %
ASML HOLDING NVASML5.999.206 $+3.180.378 $
+112,8 %
ASTRAZENECA PLCAZN5.891.862 $+1.399.983 $
+31,2 %
Sea LtdSE5.875.076 $+5.875.076 $
PACCAR INCPCAR5.433.084 $-58.025 $
-1,1 %
ALPHA PRO TECH LTDAPT4.973.205 $+2.808.447 $
+129,7 %
NETFLIX INCNFLX4.555.720 $+2.943.376 $
+182,6 %
UNILEVER PLCUL4.140.842 $+4.140.842 $
SPS COMMERCE INCSPSC3.372.334 $-3.342.769 $
-49,8 %
EXXON MOBIL CORPXOM3.052.141 $-399.802 $
-11,6 %
ADVANCED MICRO DEVICES INCAMD2.340.073 $+1.964.456 $
+523,0 %
TotalEnergies SETTE2.321.095 $+548.007 $
+30,9 %
Walmart Inc.WMT2.187.115 $-1.606.931 $
-42,4 %
UNITEDHEALTH GROUP INCUNH2.084.159 $-478.858.516 $
-99,6 %
BERKSHIRE HATHAWAY INCBRK-B1.865.357 $-179.750 $
-8,8 %
Nu Holdings Ltd.NU1.700.841 $-312.394 $
-15,5 %
MCKESSON CORPMCK1.611.383 $+913.492 $
+130,9 %
YPF SOCIEDAD ANONIMAYPF1.473.338 $-199.717 $
-11,9 %
ALLSTATE CORPALL1.464.933 $+827.779 $
+129,9 %
ORACLE CORPORCL1.441.428 $+1.105.744 $
+329,4 %
Roblox CorpRBLX1.185.183 $+967.412 $
+444,2 %
REGIONS FINANCIAL CORPRF1.163.981 $+88.585 $
+8,2 %
LINDE PLCLIN1.154.183 $+700.184 $
+154,2 %
JOHNSON & JOHNSONJNJ859.328 $+22.467 $
+2,7 %
Palo Alto Networks IncPANW805.463 $+583.460 $
+262,8 %
YUM BRANDS INCYUM651.992 $+651.992 $
DEERE & CODE641.925 $+98.694 $
+18,2 %
Parker-Hannifin CorpPH637.005 $+82.646 $
+14,9 %
BOEING COBA595.065 $+595.065 $
FREEPORT-MCMORAN INCFCX552.518 $-559.755 $
-50,3 %
EQUINIX INCEQIX490.805 $+25.240 $
+5,4 %
JABIL INCJBL478.948 $+478.948 $
GENERAL ELECTRIC COGE452.518 $+100.636 $
+28,6 %
Strategy IncMSTR444.653 $+444.653 $
Constellation Energy CorpCEG428.702 $+161.071 $
+60,2 %
INTUITIVE SURGICAL INCISRG424.403 $+81.181 $
+23,7 %
PALATIN TECHNOLOGIES INCPTNT400.781 $+400.781 $
PEPSICO INCPEP280.453 $-277.924 $
-49,8 %
STATE STREET CORPSTT252.558 $+39.924 $
+18,8 %
EMERSON ELECTRIC COEMR213.328 $+213.328 $
CINTAS CORPCTAS211.504 $+211.504 $
WORKIVA INCWK205.350 $-22.380 $
-9,8 %
12.468.564.116 $+1.174.321.617 $
+864,4 %
Erweitert ×