Investments: Dynasty Wealth Management, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
7.339.922.586 $+1.654.543.015 $
+15,1 %
5.684.990.124 $+1.200.103.971 $
+328,4 %
4.472.333.435 $-33.539.662 $
-5,3 %
BANK OF AMERICA CORP /DE/BAC5.624.472.272 $+1.196.277.983 $
+27,0 %
4.428.194.289 $+818.598.853 $
+22,7 %
3.609.595.436 $+2.059.490 $
+0,1 %
BlackRock, Inc.BLK1.239.318.255 $+312.600.569 $
+33,7 %
926.717.686 $+223.059.119 $
+31,7 %
703.658.567 $-10.406.757 $
-1,5 %
SPS COMMERCE INCSPSC108.320.079 $+108.320.079 $
ISHARES GOLD TRUSTIAU96.394.605 $+8.892.414 $
+10,2 %
87.502.191 $+16.921.338 $
+24,0 %
70.580.853 $-482.104 $
-0,7 %
NVIDIA CORPNVDA29.092.046 $+1.493.454 $
+5,4 %
27.598.592 $+27.352.304 $
+11.105,8 %
ALPHA PRO TECH LTDAPT26.946.115 $+6.917.243 $
+34,5 %
20.028.872 $+16.841.193 $
+528,3 %
3.187.679 $-8.081.370 $
-71,7 %
APPFOLIO INCAPPF23.693.016 $+3.178.409 $
+15,5 %
20.514.607 $+17.192.548 $
+517,5 %
3.322.059 $-6.232.426 $
-65,2 %
MICROSOFT CORPMSFT22.723.945 $+268.499 $
+1,2 %
22.455.446 $+22.015.598 $
+5.005,3 %
439.848 $-7.104.856 $
-94,2 %
AMAZON COM INCAMZN14.803.273 $+1.878.601 $
+14,5 %
12.924.672 $+5.034.648 $
+63,8 %
7.890.024 $-3.813.136 $
-32,6 %
MORGAN STANLEYMS10.546.170 $+490.286 $
+4,9 %
10.055.884 $+8.375.911 $
+498,6 %
1.679.973 $-77.802 $
-4,4 %
JPMORGAN CHASE & COJPM10.112.986 $+1.073.813 $
+11,9 %
9.039.173 $+3.791.806 $
+72,3 %
Mastercard IncMA5.666.150 $+340.336 $
+6,4 %
5.325.814 $-1.484.774 $
-21,8 %
6.810.588 $+1.232.609 $
+22,1 %
KINROSS GOLD CORPKGC6.642.626 $+1.021.174 $
+18,2 %
5.621.452 $+4.382.613 $
+353,8 %
1.238.839 $-32.811 $
-2,6 %
ORACLE CORPORCL4.543.557 $-1.780.987 $
-28,2 %
6.324.544 $+1.580.474 $
+33,3 %
4.744.070 $+26.276 $
+0,6 %
AbbVie Inc.ABBV5.076.340 $+204.685 $
+4,2 %
4.871.655 $+1.835.850 $
+60,5 %
MICRON TECHNOLOGY INCMU4.880.684 $+2.239.649 $
+84,8 %
2.641.035 $+1.301.559 $
+97,2 %
1.339.476 $-23.926 $
-1,8 %
Zoetis Inc.ZTS326.017 $-416.380 $
-56,1 %
742.397 $-3.686.803 $
-83,2 %
4.429.200 $-45.398 $
-1,0 %
ASTRAZENECA PLCAZN4.372.547 $+1.106.337 $
+33,9 %
3.266.210 $+2.144.516 $
+191,2 %
Accenture plcACN864.094 $+105.542 $
+13,9 %
758.552 $-3.530.402 $
-82,3 %
4.288.954 $-63.293 $
-1,5 %
MCKESSON CORPMCK3.925.638 $+615.058 $
+18,6 %
3.310.580 $+1.229.825 $
+59,1 %
2.080.755 $-41.095 $
-1,9 %
AMERICAN EXPRESS COAXP3.924.296 $+650.286 $
+19,9 %
3.274.010 $+1.438.837 $
+78,4 %
1.835.173 $-32.555 $
-1,7 %
AUTOZONE INCAZO2.555.495 $-1.144.788 $
-30,9 %
3.700.283 $+1.696.667 $
+84,7 %
2.003.616 $-38.128 $
-1,9 %
ELI LILLY & CoLLY3.335.925 $+2.631.276 $
+373,4 %
704.649 $-2.514.701 $
-78,1 %
3.219.350 $+42.267 $
+1,3 %
NETFLIX INCNFLX2.424.164 $-785.525 $
-24,5 %
3.209.689 $+1.454.668 $
+82,9 %
ASML HOLDING NVASML2.988.818 $+389.089 $
+15,0 %
2.599.729 $+2.599.729 $
GENERAL DYNAMICS CORPGD2.881.990 $+229.784 $
+8,7 %
2.652.206 $+1.338.335 $
+101,9 %
1.313.871 $-24.260 $
-1,8 %
PALATIN TECHNOLOGIES INCPTNT2.783.387 $+134.101 $
+5,1 %
2.649.286 $+2.649.286 $
STRYKER CORPSYK1.831.495 $-27.650 $
-1,5 %
1.859.145 $-870.615 $
-31,9 %
2.729.760 $-51.486 $
-1,9 %
GOLDMAN SACHS GROUP INCGS2.628.247 $+489.674 $
+22,9 %
2.138.573 $+1.101.328 $
+106,2 %
1.037.245 $-17.481 $
-1,7 %
FIRSTENERGY CORPFE2.445.060 $+249.978 $
+11,4 %
2.195.082 $+951.226 $
+76,5 %
1.243.856 $-30.274 $
-2,4 %
Booking Holdings Inc.BKNG2.374.269 $+150.327 $
+6,8 %
2.223.942 $+1.500.726 $
+207,5 %
723.216 $-13.820 $
-1,9 %
ALLSTATE CORPALL2.049.648 $-315.188 $
-13,3 %
2.364.836 $+2.364.836 $
KLA CORPKLAC2.187.453 $+349.622 $
+19,0 %
1.837.831 $+419.039 $
+29,5 %
1.418.792 $-29.911 $
-2,1 %
PPL CorpPPL2.153.798 $-26.498 $
-1,2 %
2.180.296 $+333.843 $
+18,1 %
1.846.453 $-46.504 $
-2,5 %
Shell plcSHEL2.175.283 $+136.247 $
+6,7 %
2.039.036 $+2.039.036 $
ADVANCED MICRO DEVICES INCAMD2.164.730 $+643.095 $
+42,3 %
1.521.635 $+1.521.635 $
SYSCO CORPSYY1.080.758 $-1.075.489 $
-49,9 %
2.156.247 $+123.799 $
+6,1 %
2.032.448 $-41.422 $
-2,0 %
COCA COLA COKO2.138.024 $+1.091.234 $
+104,2 %
1.046.790 $-442.567 $
-29,7 %
1.489.357 $-39.815 $
-2,6 %
SCHWAB CHARLES CORPSCHW2.004.473 $+306.404 $
+18,0 %
1.698.069 $+886.459 $
+109,2 %
811.610 $-23.405 $
-2,8 %
CONOCOPHILLIPSCOP1.550.780 $-451.884 $
-22,6 %
2.002.664 $+365.257 $
+22,3 %
1.637.407 $-34.761 $
-2,1 %
CENTERPOINT ENERGY INCCNP1.967.033 $+65.609 $
+3,5 %
1.901.424 $+590.353 $
+45,0 %
1.311.071 $-26.919 $
-2,0 %
QUEST DIAGNOSTICS INCDGX1.762.913 $-94.890 $
-5,1 %
1.857.803 $+1.857.803 $
TotalEnergies SETTE1.744.425 $+266.441 $
+18,0 %
1.477.984 $+1.477.984 $
AppLovin CorpAPP1.667.031 $-22.870 $
-1,4 %
1.689.901 $+1.110.147 $
+191,5 %
579.754 $-13.514 $
-2,3 %
NOVARTIS AGNVS1.683.293 $+191.827 $
+12,9 %
1.491.466 $+1.491.466 $
Aon plcAON1.353.567 $-71.756 $
-5,0 %
1.425.323 $-215.974 $
-13,2 %
1.641.297 $-45.895 $
-2,7 %
Roblox CorpRBLX917.260 $-686.059 $
-42,8 %
1.603.319 $+1.603.319 $
FEDEX CORPFDX1.352.705 $+582.535 $
+75,6 %
770.170 $+770.170 $
Lloyds Banking Group plcLYG1.343.345 $+574.122 $
+74,6 %
769.223 $+769.223 $
Sony Group CorpSONY1.218.431 $-96.587 $
-7,3 %
1.315.018 $+1.315.018 $
Walt Disney CoDIS986.756 $-281.525 $
-22,2 %
1.268.281 $+221.172 $
+21,1 %
1.047.109 $-4.258 $
-0,4 %
Medtronic plcMDT1.255.676 $+149.196 $
+13,5 %
1.106.480 $+793.140 $
+253,1 %
EQUIFAX INCEFX761.557 $-193.038 $
-20,2 %
954.595 $-178.866 $
-15,8 %
1.133.461 $-21.433 $
-1,9 %
IONIS PHARMACEUTICALS INCIONS1.106.749 $+168.561 $
+18,0 %
938.188 $+938.188 $
Fortive CorpFTV201.397 $-90.292 $
-31,0 %
291.689 $-762.601 $
-72,3 %
1.054.290 $-18.588 $
-1,7 %
HERSHEY COHSY912.246 $-140.902 $
-13,4 %
1.053.148 $+1.053.148 $
Allegion plcALLE1.003.790 $-47.103 $
-4,5 %
1.050.893 $+536.358 $
+104,2 %
514.535 $-11.220 $
-2,1 %
EMERSON ELECTRIC COEMR798.240 $+100.183 $
+14,4 %
698.057 $-292.933 $
-29,6 %
990.990 $-21.051 $
-2,1 %
SAP SESAP673.974 $-290.162 $
-30,1 %
964.136 $+964.136 $
LAM RESEARCH CORPLRCX948.372 $+314.906 $
+49,7 %
633.466 $+633.466 $
JOHNSON & JOHNSONJNJ944.660 $+271.474 $
+40,3 %
673.186 $-499.509 $
-42,6 %
MICROCHIP TECHNOLOGY INCMCHP406.622 $-522.807 $
-56,3 %
929.429 $+241.866 $
+35,2 %
687.563 $-19.848 $
-2,8 %
HUBBELL INCHUBB912.377 $+366.454 $
+67,1 %
545.923 $+545.923 $
BP PLCBP908.497 $+51.287 $
+6,0 %
857.210 $+857.210 $
GARTNER INCIT369.591 $-31.785 $
-7,9 %
401.376 $-470.004 $
-53,9 %
871.380 $-4.617 $
-0,5 %
BHP Group LtdBHP870.195 $+125.522 $
+16,9 %
744.673 $+744.673 $
Haleon plcHLN839.996 $+839.996 $
SHERWIN WILLIAMS COSHW708.484 $-28.046 $
-3,8 %
736.530 $-88.441 $
-10,7 %
824.971 $-18.856 $
-2,2 %
Vertiv Holdings CoVRT813.987 $+98.356 $
+13,7 %
715.631 $+368.509 $
+106,2 %
347.122 $+32.634 $
+10,4 %
BARCLAYS PLCBCS808.198 $+808.198 $
TECK RESOURCES LTDTECK803.870 $-13.770 $
-1,7 %
COPART INCCPRT794.750 $-19.806 $
-2,4 %
ORIX CORPIX781.666 $+166.749 $
+27,1 %
614.917 $+614.917 $
Performance Food Group CoPFGC655.877 $-122.820 $
-15,8 %
778.697 $+11.661 $
+1,5 %
767.036 $-15.254 $
-1,9 %
Smurfit Westrock plcSW757.993 $-15.095 $
-2,0 %
MCDONALDS CORPMCD756.078 $+106.672 $
+16,4 %
649.406 $-101.382 $
-13,5 %
750.788 $-15.307 $
-2,0 %
NEXTERA ENERGY INCNEE753.636 $+57.556 $
+8,3 %
696.080 $-44.729 $
-6,0 %
740.809 $-22.968 $
-3,0 %
DEERE & CODE274.527 $-6.445 $
-2,3 %
280.972 $-438.803 $
-61,0 %
719.775 $+0 $
+0,0 %
TAKEDA PHARMACEUTICAL CO LTDTAK705.936 $+705.936 $
CUMMINS INCCMI705.079 $+417.320 $
+145,0 %
287.759 $+287.759 $
HOLOGIC INCHOLX682.435 $+0 $
+0,0 %
TELEDYNE TECHNOLOGIES INCTDY274.060 $-40.378 $
-12,8 %
314.438 $-363.246 $
-53,6 %
677.684 $-15.429 $
-2,2 %
ArcelorMittalMT668.312 $+167.671 $
+33,5 %
500.641 $+500.641 $
GENERAL ELECTRIC COGE666.203 $+255.969 $
+62,4 %
410.234 $+410.234 $
ICON PLCICLR647.605 $-11.024 $
-1,7 %
GSK plcGSK638.645 $+119.098 $
+22,9 %
519.547 $+519.547 $
CLEAN HARBORS INCCLH235.183 $-383.711 $
-62,0 %
618.894 $-14.783 $
-2,3 %
Aptiv PLCAPTV617.471 $+44.252 $
+7,7 %
573.219 $+573.219 $
ARGENX SEARGX570.165 $+100.339 $
+21,4 %
469.826 $+69.725 $
+17,4 %
400.101 $-8.878 $
-2,2 %
UNILEVER PLCUL562.113 $+330.144 $
+142,3 %
231.969 $+231.969 $
Palo Alto Networks IncPANW551.495 $+4.774 $
+0,9 %
546.721 $+546.721 $
AMGEN INCAMGN550.465 $+105.818 $
+23,8 %
444.647 $+444.647 $
COLGATE PALMOLIVE COCL539.770 $+539.770 $
ROBERT HALF INC.RHI534.526 $+0 $
+0,0 %
Hewlett Packard Enterprise CoHPE523.191 $+0 $
+0,0 %
APi Group CorpAPG299.097 $+34.379 $
+13,0 %
264.718 $-238.783 $
-47,4 %
503.501 $-14.089 $
-2,7 %
Sea LtdSE374.928 $-122.223 $
-24,6 %
497.151 $+497.151 $
Nu Holdings Ltd.NU477.224 $+41.384 $
+9,5 %
435.840 $+435.840 $
EQT CorpEQT357.841 $+6.540 $
+1,9 %
351.301 $-115.575 $
-24,8 %
466.876 $-15.601 $
-3,2 %
WOODSIDE ENERGY GROUP LTDWDS454.708 $+30.522 $
+7,2 %
424.186 $+424.186 $
EQUINOR ASAEQNR339.277 $-114.669 $
-25,3 %
453.946 $+453.946 $
3M COMMM451.938 $+149.493 $
+49,4 %
302.445 $+302.445 $
UNITEDHEALTH GROUP INCUNH437.155 $+159.009 $
+57,2 %
278.146 $-5.315.084 $
-95,0 %
CAE INCCAE249.475 $+13.718 $
+5,8 %
235.757 $-194.494 $
-45,2 %
430.251 $-12.418 $
-2,8 %
TENET HEALTHCARE CORPTHC402.607 $+402.607 $
NatWest Group plcNWG389.107 $+114.729 $
+41,8 %
274.378 $+274.378 $
RIO TINTO PLCRIO351.609 $+82.324 $
+30,6 %
269.285 $+269.285 $
ROPER TECHNOLOGIES INCROP337.833 $+337.833 $
CHEVRON CORPCVX337.581 $+49.046 $
+17,0 %
288.535 $+288.535 $
PROCTER & GAMBLE CoPG326.841 $-985.033 $
-75,1 %
PRUDENTIAL PLC315.221 $+315.221 $
NATIONAL GRID PLCNGG315.142 $+72.407 $
+29,8 %
242.735 $+242.735 $
DTE ENERGY CODTE307.872 $-10.870 $
-3,4 %
INTUITIVE SURGICAL INCISRG305.268 $+305.268 $
Walmart Inc.WMT296.396 $+296.396 $
Monster Beverage CorpMNST269.495 $+269.495 $
FIFTH THIRD BANCORPFITB260.359 $-4.155 $
-1,6 %
NNN REIT, INC.NNN258.397 $-9.810 $
-3,7 %
STERIS plcSTE257.572 $-8.159 $
-3,1 %
Constellation Energy CorpCEG256.737 $+28.606 $
+12,5 %
228.131 $+228.131 $
TopBuild CorpBLD254.903 $+254.903 $
RTX CorpRTX253.896 $+253.896 $
SBA COMMUNICATIONS CORPSBAC250.624 $-8.360 $
-3,2 %
AngloGold Ashanti PLCAU248.506 $+26.966 $
+12,2 %
221.540 $+221.540 $
TELEFONICA S ATEFOF242.462 $+242.462 $
BERKSHIRE HATHAWAY INCBRK-B229.711 $+229.711 $
Nebius Group N.V.NBIS226.673 $+226.673 $
SMITH & NEPHEW PLCSNN208.010 $-12.549 $
-5,7 %
220.559 $+220.559 $
SYNOPSYS INCSNPS216.551 $+216.551 $
PEPSICO INCPEP212.648 $-1.276.368 $
-85,7 %
HEICO CORPHEI208.675 $+0 $
+0,0 %
TWILIO INCTWLO207.529 $+207.529 $
MIZUHO FINANCIAL GROUP INCMFG185.957 $+34.193 $
+22,5 %
151.764 $+151.764 $
7.339.922.586 $+1.654.543.015 $
+15,1 %
5.684.990.124 $+1.200.103.971 $
+328,4 %
4.472.333.435 $-33.539.662 $
-5,3 %
Erweitert ×