Investments: Waldron Private Wealth 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 (%)
1.393.563.202 $+27.030.900 $
+13,0 %
1.367.870.786 $+1.367.870.786 $
BANK OF AMERICA CORP /DE/BAC1.042.161.398 $+11.292.885 $
+1,1 %
1.030.868.513 $+1.030.868.513 $
BlackRock, Inc.BLK77.071.512 $+3.560.528 $
+4,8 %
73.510.984 $+73.510.984 $
APPFOLIO INCAPPF30.569.551 $+1.092.381 $
+3,7 %
29.477.170 $+29.477.170 $
ALPHA PRO TECH LTDAPT28.911.841 $+5.198.784 $
+21,9 %
23.713.057 $+23.713.057 $
MICROSOFT CORPMSFT25.587.936 $-1.805.879 $
-6,6 %
27.393.815 $+27.393.815 $
STRYKER CORPSYK24.607.467 $-1.277.934 $
-4,9 %
25.885.401 $+25.885.401 $
BERKSHIRE HATHAWAY INCBRK-B18.328.646 $+614.539 $
+3,5 %
17.714.107 $+17.714.107 $
NVIDIA CORPNVDA11.050.949 $+3.250.001 $
+41,7 %
7.800.948 $+7.800.948 $
AMAZON COM INCAMZN9.743.022 $+211.820 $
+2,2 %
9.531.202 $+9.531.202 $
ELI LILLY & CoLLY8.543.706 $+2.554.919 $
+42,7 %
5.988.787 $+5.988.787 $
JPMORGAN CHASE & COJPM6.657.709 $-638.184 $
-8,7 %
7.295.893 $+7.295.893 $
Palo Alto Networks IncPANW6.675.593 $-328.730 $
-4,7 %
7.004.323 $+7.004.323 $
AbbVie Inc.ABBV6.642.947 $+27.565 $
+0,4 %
6.615.382 $+6.615.382 $
Walmart Inc.WMT5.694.822 $+271.663 $
+5,0 %
5.423.159 $+5.423.159 $
MSA Safety IncMSA5.049.374 $-543.761 $
-9,7 %
5.593.135 $+5.593.135 $
JOHNSON & JOHNSONJNJ5.348.468 $+583.124 $
+12,2 %
4.765.344 $+4.765.344 $
AMGEN INCAMGN4.225.248 $+596.158 $
+16,4 %
3.629.090 $+3.629.090 $
PROCTER & GAMBLE CoPG3.634.821 $-213.399 $
-5,5 %
3.848.220 $+3.848.220 $
Sunoco LPSUN3.721.110 $+170.400 $
+4,8 %
3.550.710 $+3.550.710 $
EXXON MOBIL CORPXOM3.502.900 $+109.511 $
+3,2 %
3.393.389 $+3.393.389 $
ORACLE CORPORCL1.757.893 $-1.474.680 $
-45,6 %
3.232.573 $+3.232.573 $
ISHARES GOLD TRUSTIAU2.848.336 $+364.623 $
+14,7 %
2.483.713 $+2.483.713 $
RTX CorpRTX2.781.933 $+303.329 $
+12,2 %
2.478.604 $+2.478.604 $
Sony Group CorpSONY2.343.040 $-291.965 $
-11,1 %
2.635.005 $+2.635.005 $
COCA COLA COKO2.556.331 $+112.466 $
+4,6 %
2.443.865 $+2.443.865 $
CHEVRON CORPCVX2.331.167 $-138.366 $
-5,6 %
2.469.533 $+2.469.533 $
Zoetis Inc.ZTS2.041.683 $-399.814 $
-16,4 %
2.441.497 $+2.441.497 $
MCDONALDS CORPMCD2.239.654 $-68.694 $
-3,0 %
2.308.348 $+2.308.348 $
Strategy IncMSTR1.048.140 $-1.039.110 $
-49,8 %
2.087.250 $+2.087.250 $
CATERPILLAR INCCAT2.043.429 $+321.872 $
+18,7 %
1.721.557 $+1.721.557 $
Mastercard IncMA1.814.257 $-136.194 $
-7,0 %
1.950.451 $+1.950.451 $
COMCAST CORPCMCSA1.684.213 $-186.408 $
-10,0 %
1.870.621 $+1.870.621 $
SPS COMMERCE INCSPSC1.605.056 $+165.759 $
+11,5 %
1.439.297 $+1.439.297 $
PEPSICO INCPEP1.471.873 $-62.205 $
-4,1 %
1.534.078 $+1.534.078 $
INSMED IncINSM1.533.292 $+266.004 $
+21,0 %
1.267.288 $+1.267.288 $
PALATIN TECHNOLOGIES INCPTNT1.482.068 $+1.250.577 $
+540,2 %
231.491 $+231.491 $
AT&T INC.T1.320.396 $-157.234 $
-10,6 %
1.477.630 $+1.477.630 $
ASML HOLDING NVASML1.469.988 $+176.619 $
+13,7 %
1.293.369 $+1.293.369 $
EQT CorpEQT1.207.608 $-18.701 $
-1,5 %
1.226.309 $+1.226.309 $
Accenture plcACN1.089.834 $-117.274 $
-9,7 %
1.207.108 $+1.207.108 $
NEXTERA ENERGY INCNEE1.156.996 $-11.059 $
-0,9 %
1.168.055 $+1.168.055 $
ATI INCATI1.136.468 $+363.494 $
+47,0 %
772.974 $+772.974 $
UNILEVER PLCUL1.031.816 $-20.642 $
-2,0 %
1.052.458 $+1.052.458 $
NETFLIX INCNFLX490.365 $-528.719 $
-51,9 %
1.019.084 $+1.019.084 $
DEERE & CODE913.914 $+60.210 $
+7,1 %
853.704 $+853.704 $
GENERAL ELECTRIC COGE891.130 $+25.066 $
+2,9 %
866.064 $+866.064 $
SM Energy CoSM663.907 $-222.603 $
-25,1 %
886.510 $+886.510 $
Eaton Corp plcETN658.999 $-226.478 $
-25,6 %
885.477 $+885.477 $
PFIZER INCPFE821.801 $-9.512 $
-1,1 %
831.313 $+831.313 $
ROGERS COMMUNICATIONS INCRCI806.831 $+69.172 $
+9,4 %
737.659 $+737.659 $
HYCROFT MINING HOLDING CORPHYMC787.453 $+582.059 $
+283,4 %
205.394 $+205.394 $
PRICE T ROWE GROUP INCTROW783.139 $-1.989 $
-0,3 %
785.128 $+785.128 $
EMERSON ELECTRIC COEMR783.579 $+9.092 $
+1,2 %
774.487 $+774.487 $
WESTERN DIGITAL CORPWDC769.530 $+769.530 $
LAS VEGAS SANDS CORPLVS767.021 $+133.160 $
+21,0 %
633.861 $+633.861 $
LINDE PLCLIN555.587 $-185.888 $
-25,1 %
741.475 $+741.475 $
ADVANCED MICRO DEVICES INCAMD722.149 $+492.085 $
+213,9 %
230.064 $+230.064 $
VERIZON COMMUNICATIONS INCVZ706.869 $+23.887 $
+3,5 %
682.982 $+682.982 $
GOLDMAN SACHS GROUP INCGS663.645 $-42.717 $
-6,0 %
706.362 $+706.362 $
Liberty Media CorpFWONA317.892 $-383.098 $
-54,7 %
700.990 $+700.990 $
MORGAN STANLEYMS640.884 $+96.925 $
+17,8 %
543.959 $+543.959 $
CONOCOPHILLIPSCOP603.503 $-4.805 $
-0,8 %
608.308 $+608.308 $
AMERICAN EXPRESS COAXP515.340 $-86.536 $
-14,4 %
601.876 $+601.876 $
Booking Holdings Inc.BKNG465.914 $-101.008 $
-17,8 %
566.922 $+566.922 $
BOEING COBA519.784 $-31.446 $
-5,7 %
551.230 $+551.230 $
DELTA AIR LINES, INC.DAL539.318 $+539.318 $
INTEL CORPINTC498.373 $+47.729 $
+10,6 %
450.644 $+450.644 $
Aon plcAON481.953 $-13.611 $
-2,7 %
495.564 $+495.564 $
CITIGROUP INCC482.166 $-8.587 $
-1,7 %
490.753 $+490.753 $
UNITEDHEALTH GROUP INCUNH487.574 $+71.140 $
+17,1 %
416.434 $+416.434 $
Walt Disney CoDIS428.710 $-39.797 $
-8,5 %
468.507 $+468.507 $
AGNICO EAGLE MINES LTDAEM448.746 $+2.568 $
+0,6 %
446.178 $+446.178 $
FEDEX CORPFDX445.915 $+81.325 $
+22,3 %
364.590 $+364.590 $
Phillips 66PSX419.380 $-21.325 $
-4,8 %
440.705 $+440.705 $
FASTENAL COFAST345.680 $-76.751 $
-18,2 %
422.431 $+422.431 $
WESBANCO INCWSBC420.578 $+420.578 $
Synchrony FinancialSYF391.120 $+102.586 $
+35,6 %
288.534 $+288.534 $
3M COMMM386.320 $+13.266 $
+3,6 %
373.054 $+373.054 $
Roblox CorpRBLX361.537 $+361.537 $
Liberty Broadband CorpLBRDA272.258 $-83.693 $
-23,5 %
355.951 $+355.951 $
CVS HEALTH CorpCVS353.945 $+72.965 $
+26,0 %
280.980 $+280.980 $
Sandisk CorpSNDK350.848 $+350.848 $
STARBUCKS CORPSBUX329.345 $+101.855 $
+44,8 %
227.490 $+227.490 $
AECOMACM322.502 $+322.502 $
INTUITIVE SURGICAL INCISRG319.995 $+46.290 $
+16,9 %
273.705 $+273.705 $
GENERAL DYNAMICS CORPGD313.431 $-4.040 $
-1,3 %
317.471 $+317.471 $
Liberty Live Holdings, Inc.LLYVA312.100 $+312.100 $
CUMMINS INCCMI309.333 $+309.333 $
TYLER TECHNOLOGIES INCTYL267.831 $-40.834 $
-13,2 %
308.665 $+308.665 $
NATIONAL FUEL GAS CONFG295.673 $+295.673 $
Shell plcSHEL288.042 $+7.644 $
+2,7 %
280.398 $+280.398 $
Medtronic plcMDT286.740 $+14.914 $
+5,5 %
271.826 $+271.826 $
Avery Dennison CorpAVY272.820 $+29.565 $
+12,2 %
243.255 $+243.255 $
FISERV INCFISV260.696 $+260.696 $
ALBEMARLE CORPALB252.520 $+49.866 $
+24,6 %
202.654 $+202.654 $
NUCOR CORPNUE245.318 $+42.849 $
+21,2 %
202.469 $+202.469 $
HUBBELL INCHUBB224.276 $-6.800 $
-2,9 %
231.076 $+231.076 $
ANALOG DEVICES INCADI220.759 $+20.757 $
+10,4 %
200.002 $+200.002 $
LOCKHEED MARTIN CORPLMT215.233 $-4.421 $
-2,0 %
219.654 $+219.654 $
TETRA TECH INCTTEK208.619 $+208.619 $
LINCOLN NATIONAL CORPLNC200.385 $+200.385 $
TASEKO MINES LTDTGB67.920 $+17.160 $
+33,8 %
50.760 $+50.760 $
1.393.563.202 $+27.030.900 $
+13,0 %
1.367.870.786 $+1.367.870.786 $
Erweitert ×