Investments: Strategic Family Wealth Counselors, L.L.C.

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 (%)
316.894.562 $+52.023.067 $
+80,0 %
265.408.635 $+25.789.707 $
+6,1 %
240.044.115 $+29.796.174 $
+9,4 %
BANK OF AMERICA CORP /DE/BAC210.784.653 $+27.243.493 $
+14,8 %
183.541.160 $+14.326.934 $
+8,5 %
169.214.226 $+12.260.189 $
+7,8 %
Roblox CorpRBLX20.622.494 $-15.590.236 $
-43,1 %
36.212.730 $+8.710.714 $
+31,7 %
27.502.016 $+12.263.494 $
+80,5 %
NVIDIA CORPNVDA11.998.641 $+5.313.393 $
+79,5 %
6.685.248 $+1.014.765 $
+17,9 %
5.670.483 $+1.785.784 $
+46,0 %
APPFOLIO INCAPPF10.809.299 $+3.351.767 $
+44,9 %
7.457.532 $+1.089.305 $
+17,1 %
6.368.227 $-383.746 $
-5,7 %
MICROSOFT CORPMSFT7.970.333 $+3.491.590 $
+78,0 %
4.478.743 $+175.260 $
+4,1 %
4.303.483 $+989.098 $
+29,8 %
ALPHA PRO TECH LTDAPT6.136.980 $+4.889.377 $
+391,9 %
1.247.603 $+334.096 $
+36,6 %
913.507 $+99.514 $
+12,2 %
BlackRock, Inc.BLK4.780.659 $+143.299 $
+3,1 %
4.637.360 $+247.380 $
+5,6 %
4.389.980 $+581.590 $
+15,3 %
PFIZER INCPFE4.651.122 $+179.560 $
+4,0 %
4.471.562 $+212.594 $
+5,0 %
4.258.968 $-184.807 $
-4,2 %
AMAZON COM INCAMZN4.602.906 $+2.655.100 $
+136,3 %
1.947.806 $+4.229 $
+0,2 %
1.943.577 $+471.535 $
+32,0 %
JPMORGAN CHASE & COJPM2.630.811 $+848.000 $
+47,6 %
1.782.811 $+143.949 $
+8,8 %
1.638.862 $+267.144 $
+19,5 %
TWILIO INCTWLO858.512 $-99.450 $
-10,4 %
957.962 $-1.419.429 $
-59,7 %
2.377.391 $+506.918 $
+27,1 %
ELI LILLY & CoLLY1.748.326 $+1.543.079 $
+751,8 %
205.247 $+230 $
+0,1 %
205.017 $-50.190 $
-19,7 %
MORGAN STANLEYMS1.567.733 $+503.083 $
+47,3 %
1.064.650 $+18.298 $
+1,7 %
1.046.352 $+14.809 $
+1,4 %
JOHNSON & JOHNSONJNJ1.498.678 $+800.376 $
+114,6 %
698.302 $+122.884 $
+21,4 %
575.418 $-22.942 $
-3,8 %
Walt Disney CoDIS1.284.994 $+301.927 $
+30,7 %
983.067 $-81.648 $
-7,7 %
1.064.715 $+225.891 $
+26,9 %
AMERICAN EXPRESS COAXP1.211.534 $+708.643 $
+140,9 %
502.891 $+19.955 $
+4,1 %
482.936 $+128.866 $
+36,4 %
AbbVie Inc.ABBV1.199.052 $+412.973 $
+52,5 %
786.079 $+157.012 $
+25,0 %
629.067 $-82.044 $
-11,5 %
UNITEDHEALTH GROUP INCUNH1.041.799 $+349.704 $
+50,5 %
692.095 $+77.723 $
+12,7 %
614.372 $-100.196 $
-14,0 %
MICRON TECHNOLOGY INCMU1.037.330 $+1.037.330 $
MCKESSON CORPMCK869.507 $+869.507 $
LAM RESEARCH CORPLRCX856.946 $+856.946 $
Mastercard IncMA851.316 $+634.969 $
+293,5 %
216.347 $+5.320 $
+2,5 %
AT&T INC.T834.257 $+202.048 $
+32,0 %
632.209 $-44.814 $
-6,6 %
677.023 $-9.984 $
-1,5 %
Eaton Corp plcETN832.835 $+623.995 $
+298,8 %
208.840 $+208.840 $
BERKSHIRE HATHAWAY INCBRK-B754.200 $+25.400 $
+3,5 %
728.800 $-69.642 $
-8,7 %
Walmart Inc.WMT746.139 $+746.139 $
ORACLE CORPORCL702.947 $+372.490 $
+112,7 %
330.457 $+77.720 $
+30,8 %
252.737 $+252.737 $
Booking Holdings Inc.BKNG683.672 $+683.672 $
Medtronic plcMDT645.633 $+645.633 $
VERIZON COMMUNICATIONS INCVZ481.746 $-139.996 $
-22,5 %
621.742 $+9.470 $
+1,5 %
612.272 $-64.749 $
-9,6 %
TARGET CORPTGT539.812 $+293.585 $
+119,2 %
246.227 $-25.850 $
-9,5 %
272.077 $+2.723 $
+1,0 %
LINDE PLCLIN529.980 $+529.980 $
EXXON MOBIL CORPXOM523.927 $+179.137 $
+52,0 %
344.790 $+39.608 $
+13,0 %
305.182 $-5.107 $
-1,6 %
GARMIN LTDGRMN519.088 $+519.088 $
CITIGROUP INCC516.868 $+264.844 $
+105,1 %
252.024 $-13.529 $
-5,1 %
265.553 $+53.631 $
+25,3 %
PALATIN TECHNOLOGIES INCPTNT478.962 $-34.368 $
-6,7 %
513.330 $+111.458 $
+27,7 %
401.872 $+142.764 $
+55,1 %
FEDEX CORPFDX449.137 $+449.137 $
DEERE & CODE432.658 $+432.658 $
COLGATE PALMOLIVE COCL408.510 $+32.052 $
+8,5 %
376.458 $-54.886 $
-12,7 %
431.344 $-11.975 $
-2,7 %
SYSCO CORPSYY313.809 $-107.278 $
-25,5 %
421.087 $+34.661 $
+9,0 %
386.426 $+3.421 $
+0,9 %
DOLLAR GENERAL CORPDG412.584 $+412.584 $
POOL CORPPOOL410.027 $+410.027 $
COMCAST CORPCMCSA399.872 $+399.872 $
NEXTERA ENERGY INCNEE397.758 $+169.778 $
+74,5 %
227.980 $+19.025 $
+9,1 %
208.955 $-4.212 $
-2,0 %
AMGEN INCAMGN380.981 $+40.083 $
+11,8 %
340.898 $+3.891 $
+1,2 %
337.007 $-15.357 $
-4,4 %
CONOCOPHILLIPSCOP371.357 $+371.357 $
NETFLIX INCNFLX301.396 $-30.705 $
-9,2 %
332.101 $-38.839 $
-10,5 %
370.940 $+370.940 $
STRYKER CORPSYK366.083 $+366.083 $
MCDONALDS CORPMCD355.534 $+355.534 $
SPS COMMERCE INCSPSC340.165 $+65.386 $
+23,8 %
274.779 $+45.242 $
+19,7 %
229.537 $+3.923 $
+1,7 %
HERSHEY COHSY313.490 $+26.488 $
+9,2 %
287.002 $+32.873 $
+12,9 %
254.129 $-8.464 $
-3,2 %
ADVANCED MICRO DEVICES INCAMD304.047 $+304.047 $
ALLSTATE CORPALL300.390 $+300.390 $
PAYCHEX INCPAYX217.418 $-38.891 $
-15,2 %
256.309 $-38.975 $
-13,2 %
295.284 $-33.487 $
-10,2 %
INTUITIVE SURGICAL INCISRG285.345 $+285.345 $
DELTA AIR LINES, INC.DAL280.701 $+280.701 $
Viatris IncVTRS270.848 $+59.047 $
+27,9 %
211.801 $+20.752 $
+10,9 %
191.049 $+3.801 $
+2,0 %
Vertiv Holdings CoVRT268.245 $+268.245 $
KROGER COKR258.915 $+258.915 $
ROYAL BANK OF CANADARY251.160 $+30.180 $
+13,7 %
220.980 $+220.980 $
FLOWSERVE CORPFLS240.603 $+240.603 $
BOEING COBA237.456 $+237.456 $
WILLIS TOWERS WATSON PLCWTW235.228 $+235.228 $
PROCTER & GAMBLE CoPG226.380 $+226.380 $
SOUTHERN COSO208.127 $+7.983 $
+4,0 %
200.144 $+200.144 $
INSMED IncINSM207.004 $+207.004 $
3M COMMM204.517 $+1.231 $
+0,6 %
203.286 $+203.286 $
RTX CorpRTX202.644 $+202.644 $
Palo Alto Networks IncPANW200.809 $+200.809 $
316.894.562 $+52.023.067 $
+80,0 %
265.408.635 $+25.789.707 $
+6,1 %
240.044.115 $+29.796.174 $
+9,4 %
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