Investments: Facet Wealth, Inc.

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 (%)
3.452.300.890 $+561.904.803 $
+52,6 %
2.890.751.381 $+271.793.479 $
+22,2 %
2.618.640.931 $+328.559.474 $
+42,4 %
BANK OF AMERICA CORP /DE/BAC2.753.675.273 $+291.311.317 $
+11,8 %
2.462.363.956 $+220.523.681 $
+9,8 %
2.241.840.275 $+257.610.653 $
+13,0 %
BlackRock, Inc.BLK561.753.339 $+223.412.762 $
+66,0 %
338.340.577 $+36.582.035 $
+12,1 %
301.758.542 $+49.028.329 $
+19,4 %
APPFOLIO INCAPPF39.607.693 $+5.467.437 $
+16,0 %
34.140.256 $+7.716.732 $
+29,2 %
26.423.524 $+1.899.448 $
+7,7 %
NVIDIA CORPNVDA15.827.980 $+6.926.257 $
+77,8 %
8.901.723 $+1.889.918 $
+27,0 %
7.011.805 $+3.608.234 $
+106,0 %
ALPHA PRO TECH LTDAPT11.341.873 $+6.567.992 $
+137,6 %
4.773.881 $+1.487.689 $
+45,3 %
3.286.192 $+1.419.027 $
+76,0 %
MICROSOFT CORPMSFT10.893.970 $+4.446.893 $
+69,0 %
6.447.077 $+944.431 $
+17,2 %
5.502.646 $+3.168.906 $
+135,8 %
AMAZON COM INCAMZN9.300.527 $+3.692.245 $
+65,8 %
5.608.282 $-4.725.722 $
-45,7 %
10.334.004 $+3.481.687 $
+50,8 %
BERKSHIRE HATHAWAY INCBRK-B3.650.687 $+1.184.167 $
+48,0 %
2.466.520 $+492.424 $
+24,9 %
1.974.096 $+301.565 $
+18,0 %
JPMORGAN CHASE & COJPM2.540.229 $+648.226 $
+34,3 %
1.892.003 $+392.913 $
+26,2 %
1.499.090 $+607.301 $
+68,1 %
ELI LILLY & CoLLY2.049.055 $-256.999 $
-11,1 %
2.306.054 $+243.959 $
+11,8 %
2.062.095 $+41.813 $
+2,1 %
NETFLIX INCNFLX1.978.533 $-133.964 $
-6,3 %
2.112.497 $+268.955 $
+14,6 %
1.843.542 $+525.764 $
+39,9 %
Walmart Inc.WMT2.029.531 $+743.210 $
+57,8 %
1.286.321 $+380.389 $
+42,0 %
905.932 $+190.851 $
+26,7 %
EXXON MOBIL CORPXOM1.859.806 $+974.797 $
+110,1 %
885.009 $+187.135 $
+26,8 %
697.874 $+275.571 $
+65,3 %
CATERPILLAR INCCAT1.782.135 $+841.695 $
+89,5 %
940.440 $+272.997 $
+40,9 %
667.443 $+292.127 $
+77,8 %
PARSONS CORPPSN1.217.708 $-188.532 $
-13,4 %
1.406.240 $-297.318 $
-17,5 %
1.703.558 $-307.600 $
-15,3 %
JOHNSON & JOHNSONJNJ1.512.744 $+1.076.866 $
+247,1 %
435.878 $+86.012 $
+24,6 %
349.866 $+349.866 $
PALATIN TECHNOLOGIES INCPTNT1.005.692 $-236.223 $
-19,0 %
1.241.915 $+446.840 $
+56,2 %
795.075 $+355.196 $
+80,7 %
ORACLE CORPORCL1.191.464 $+611.239 $
+105,3 %
580.225 $+105.144 $
+22,1 %
475.081 $+101.096 $
+27,0 %
Mastercard IncMA1.134.423 $+291.251 $
+34,5 %
843.172 $+391.501 $
+86,7 %
451.671 $+170.002 $
+60,4 %
AbbVie Inc.ABBV1.101.878 $+225.962 $
+25,8 %
875.916 $+201.682 $
+29,9 %
674.234 $+187.784 $
+38,6 %
GOLDMAN SACHS GROUP INCGS1.026.832 $+325.029 $
+46,3 %
701.803 $+187.855 $
+36,6 %
513.948 $+513.948 $
RTX CorpRTX956.842 $+379.168 $
+65,6 %
577.674 $+186.537 $
+47,7 %
391.137 $+175.581 $
+81,5 %
SYSCO CORPSYY903.495 $+20.975 $
+2,4 %
882.520 $+33.108 $
+3,9 %
849.412 $+104.972 $
+14,1 %
ADVANCED MICRO DEVICES INCAMD886.711 $+542.800 $
+157,8 %
343.911 $+61.698 $
+21,9 %
282.213 $+282.213 $
CHEVRON CORPCVX854.918 $+489.667 $
+134,1 %
365.251 $+105.331 $
+40,5 %
259.920 $+259.920 $
AMERICAN EXPRESS COAXP803.941 $+296.733 $
+58,5 %
507.208 $+169.586 $
+50,2 %
337.622 $+337.622 $
GENERAL ELECTRIC COGE782.257 $+321.784 $
+69,9 %
460.473 $+158.835 $
+52,7 %
301.638 $+301.638 $
COCA COLA COKO779.845 $+397.370 $
+103,9 %
382.475 $+382.475 $
Constellation Energy CorpCEG758.460 $+758.460 $
NEXTERA ENERGY INCNEE733.745 $+229.174 $
+45,4 %
504.571 $+47.090 $
+10,3 %
457.481 $+102.461 $
+28,9 %
MANHATTAN ASSOCIATES INCMANH644.238 $+644.238 $
Galaxy Digital Inc.GLXY639.244 $+639.244 $
BOEING COBA591.654 $+246.542 $
+71,4 %
345.112 $+34.734 $
+11,2 %
310.378 $+310.378 $
MICRON TECHNOLOGY INCMU588.757 $+588.757 $
Walt Disney CoDIS586.365 $+240.489 $
+69,5 %
345.876 $+52.419 $
+17,9 %
293.457 $+293.457 $
MCDONALDS CORPMCD580.248 $+131.099 $
+29,2 %
449.149 $+72.261 $
+19,2 %
376.888 $+122.733 $
+48,3 %
UNITEDHEALTH GROUP INCUNH562.948 $+171.151 $
+43,7 %
391.797 $+111.543 $
+39,8 %
280.254 $-105.484 $
-27,3 %
ISHARES GOLD TRUSTIAU545.250 $+314.060 $
+135,8 %
231.190 $-85.781 $
-27,1 %
AMGEN INCAMGN528.197 $+273.326 $
+107,2 %
254.871 $-30.235 $
-10,6 %
285.106 $+79.556 $
+38,7 %
INTUITIVE SURGICAL INCISRG526.738 $+227.988 $
+76,3 %
298.750 $+31.745 $
+11,9 %
267.005 $+267.005 $
CONOCOPHILLIPSCOP510.499 $+115.870 $
+29,4 %
394.629 $+6.786 $
+1,7 %
387.843 $+132.460 $
+51,9 %
JABIL INCJBL501.011 $-8.486 $
-1,7 %
509.497 $+509.497 $
ASML HOLDING NVASML502.516 $+502.516 $
PROCTER & GAMBLE CoPG471.777 $+28.280 $
+6,4 %
443.497 $+70.332 $
+18,8 %
373.165 $+137.303 $
+58,2 %
Accenture plcACN468.655 $+83.959 $
+21,8 %
384.696 $+115.459 $
+42,9 %
269.237 $+7.683 $
+2,9 %
CITIGROUP INCC466.592 $+237.025 $
+103,2 %
229.567 $+229.567 $
WELLTOWER INC.WELL456.723 $+206.793 $
+82,7 %
249.930 $+38.805 $
+18,4 %
211.125 $+211.125 $
MORGAN STANLEYMS452.203 $+190.237 $
+72,6 %
261.966 $+261.966 $
AT&T INC.T378.711 $-73.137 $
-16,2 %
451.848 $+140.996 $
+45,4 %
310.852 $+310.852 $
PEPSICO INCPEP433.367 $+121.408 $
+38,9 %
311.959 $+15.115 $
+5,1 %
296.844 $+77.570 $
+35,4 %
Palo Alto Networks IncPANW417.090 $+167.859 $
+67,4 %
249.231 $+249.231 $
VERIZON COMMUNICATIONS INCVZ416.142 $+416.142 $
TELEDYNE TECHNOLOGIES INCTDY415.608 $+415.608 $
DELTA AIR LINES, INC.DAL372.335 $+372.335 $
Booking Holdings Inc.BKNG346.855 $-20.376 $
-5,5 %
367.231 $+108.458 $
+41,9 %
258.773 $+258.773 $
LAM RESEARCH CORPLRCX362.964 $+362.964 $
LOCKHEED MARTIN CORPLMT361.348 $+158.669 $
+78,3 %
202.679 $+202.679 $
SPS COMMERCE INCSPSC360.641 $+360.641 $
Eaton Corp plcETN353.694 $+47.113 $
+15,4 %
306.581 $+40.726 $
+15,3 %
265.855 $+265.855 $
SCHWAB CHARLES CORPSCHW349.816 $+349.816 $
INTEL CORPINTC347.692 $+347.692 $
PFIZER INCPFE322.413 $+322.413 $
MCKESSON CORPMCK320.729 $+37.979 $
+13,4 %
282.750 $+282.750 $
COPART INCCPRT272.276 $-19.399 $
-6,7 %
291.675 $-3.061 $
-1,0 %
294.736 $+294.736 $
FREEPORT-MCMORAN INCFCX288.711 $+288.711 $
ANALOG DEVICES INCADI275.114 $-72.478 $
-20,9 %
Parker-Hannifin CorpPH246.477 $-24.183 $
-8,9 %
270.660 $+270.660 $
STARBUCKS CORPSBUX256.734 $+256.734 $
Rocket Lab CorpRKLB251.362 $+251.362 $
KLA CORPKLAC248.962 $+248.962 $
Duke Energy CORPDUK247.836 $+34.713 $
+16,3 %
213.123 $+213.123 $
REGIONS FINANCIAL CORPRF222.964 $-22.936 $
-9,3 %
245.900 $+245.900 $
WYNN RESORTS LTDWYNN244.611 $+244.611 $
CUMMINS INCCMI233.819 $+233.819 $
ASTRAZENECA PLCAZN226.152 $+226.152 $
EMERSON ELECTRIC COEMR224.560 $+224.560 $
CVS HEALTH CorpCVS223.941 $+223.941 $
Medtronic plcMDT213.776 $+213.776 $
LINDE PLCLIN201.875 $+201.875 $
3.452.300.890 $+561.904.803 $
+52,6 %
2.890.751.381 $+271.793.479 $
+22,2 %
2.618.640.931 $+328.559.474 $
+42,4 %
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