Investments: Western 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.786.672.164 $+200.423.450 $
+8,9 %
1.587.938.432 $+312.113.596 $
+24,7 %
BANK OF AMERICA CORP /DE/BAC1.236.495.287 $+150.412.978 $
+13,8 %
1.086.082.309 $+210.149.953 $
+24,0 %
APPFOLIO INCAPPF71.524.838 $+5.652.740 $
+8,6 %
65.872.098 $+8.605.839 $
+15,0 %
NVIDIA CORPNVDA56.107.441 $+2.426.940 $
+4,5 %
53.680.501 $+24.952.406 $
+86,9 %
BERKSHIRE HATHAWAY INCBRK-B46.221.323 $+35.273 $
+0,1 %
46.186.050 $-4.247.899 $
-8,4 %
MICROSOFT CORPMSFT43.577.706 $+851.465 $
+2,0 %
42.726.241 $+12.933.404 $
+43,4 %
ALPHA PRO TECH LTDAPT41.474.910 $+10.427.697 $
+33,6 %
31.047.213 $+12.062.274 $
+63,5 %
AMAZON COM INCAMZN34.882.386 $+2.505.299 $
+7,7 %
32.377.087 $+5.717.476 $
+21,4 %
BlackRock, Inc.BLK23.882.017 $+10.229.723 $
+74,9 %
13.652.294 $+2.887.897 $
+26,8 %
SPS COMMERCE INCSPSC18.237.742 $+9.387.835 $
+106,1 %
8.849.907 $+2.048.543 $
+30,1 %
JPMORGAN CHASE & COJPM16.975.677 $+1.813.778 $
+12,0 %
15.161.899 $+5.064.506 $
+50,2 %
PALATIN TECHNOLOGIES INCPTNT9.131.801 $-385.976 $
-4,1 %
9.517.777 $+6.403.419 $
+205,6 %
ELI LILLY & CoLLY9.187.708 $+2.732.057 $
+42,3 %
6.455.651 $-411.749 $
-6,0 %
Walmart Inc.WMT7.821.969 $+1.037.021 $
+15,3 %
6.784.948 $+1.273.994 $
+23,1 %
EXXON MOBIL CORPXOM7.048.721 $+755.993 $
+12,0 %
6.292.728 $-769.773 $
-10,9 %
Strategy IncMSTR2.192.656 $-4.803.124 $
-68,7 %
6.995.780 $+1.518.091 $
+27,7 %
NETFLIX INCNFLX5.043.343 $-1.606.697 $
-24,2 %
6.650.040 $+1.918.356 $
+40,5 %
Mastercard IncMA5.879.539 $+35.643 $
+0,6 %
5.843.896 $+165.808 $
+2,9 %
MORGAN STANLEYMS5.729.805 $+883.573 $
+18,2 %
4.846.232 $+2.466.212 $
+103,6 %
MCDONALDS CORPMCD5.720.225 $+44.058 $
+0,8 %
5.676.167 $+27.861 $
+0,5 %
PROCTER & GAMBLE CoPG5.613.758 $+614.896 $
+12,3 %
4.998.862 $-542.843 $
-9,8 %
AbbVie Inc.ABBV5.441.224 $+386.990 $
+7,7 %
5.054.234 $+551.277 $
+12,2 %
CINTAS CORPCTAS4.303.874 $-715.448 $
-14,3 %
5.019.322 $-163.395 $
-3,2 %
GENERAL ELECTRIC COGE4.418.398 $+178.398 $
+4,2 %
4.240.000 $+1.566.586 $
+58,6 %
ORACLE CORPORCL1.853.036 $-2.029.008 $
-52,3 %
3.882.044 $+2.139.464 $
+122,8 %
ISHARES GOLD TRUSTIAU3.649.105 $+791.408 $
+27,7 %
2.857.697 $+989.962 $
+53,0 %
JOHNSON & JOHNSONJNJ3.642.384 $+791.984 $
+27,8 %
2.850.400 $+407.191 $
+16,7 %
COCA COLA COKO3.408.226 $+557.390 $
+19,6 %
2.850.836 $-171.538 $
-5,7 %
AMERICAN EXPRESS COAXP3.118.351 $+311.239 $
+11,1 %
2.807.112 $+636.311 $
+29,3 %
ADVANCED MICRO DEVICES INCAMD3.029.381 $+1.207.557 $
+66,3 %
1.821.824 $-336.540 $
-15,6 %
INTUITIVE SURGICAL INCISRG3.024.932 $+823.217 $
+37,4 %
2.201.715 $+65.118 $
+3,0 %
Parker-Hannifin CorpPH2.991.164 $+486.812 $
+19,4 %
2.504.352 $+617.373 $
+32,7 %
Palo Alto Networks IncPANW2.833.069 $-124.795 $
-4,2 %
2.957.864 $+742.274 $
+33,5 %
UNITEDHEALTH GROUP INCUNH2.818.037 $-131.409 $
-4,5 %
2.949.446 $-1.532.007 $
-34,2 %
RTX CorpRTX2.863.740 $+498.117 $
+21,1 %
2.365.623 $+631.507 $
+36,4 %
AT&T INC.T2.492.796 $-350.427 $
-12,3 %
2.843.223 $+152.566 $
+5,7 %
LINDE PLCLIN2.637.163 $-188.938 $
-6,7 %
2.826.101 $-44.016 $
-1,5 %
CHEVRON CORPCVX2.573.738 $+31.360 $
+1,2 %
2.542.378 $-298.801 $
-10,5 %
CATERPILLAR INCCAT2.540.602 $+587.962 $
+30,1 %
1.952.640 $+468.404 $
+31,6 %
VERIZON COMMUNICATIONS INCVZ2.294.778 $-164.789 $
-6,7 %
2.459.567 $+376.577 $
+18,1 %
BOSTON SCIENTIFIC CORPBSX2.376.973 $-53.910 $
-2,2 %
2.430.883 $+387.859 $
+19,0 %
MCKESSON CORPMCK2.336.373 $+107.517 $
+4,8 %
2.228.856 $+377.502 $
+20,4 %
STRYKER CORPSYK2.241.822 $+51.472 $
+2,3 %
2.190.350 $+1.088.861 $
+98,9 %
LOCKHEED MARTIN CORPLMT2.118.171 $-46.762 $
-2,2 %
2.164.933 $+219.648 $
+11,3 %
NEXTERA ENERGY INCNEE2.107.185 $+440.921 $
+26,5 %
1.666.264 $-581.376 $
-25,9 %
3M COMMM1.818.133 $-115.442 $
-6,0 %
1.933.575 $+82.930 $
+4,5 %
PEPSICO INCPEP1.918.168 $+396.875 $
+26,1 %
1.521.293 $-129.674 $
-7,9 %
Eaton Corp plcETN1.822.413 $+53.954 $
+3,1 %
1.768.459 $+785.320 $
+79,9 %
BOEING COBA1.809.934 $+36.210 $
+2,0 %
1.773.724 $+468.973 $
+35,9 %
DARDEN RESTAURANTS INCDRI399.256 $-1.403.323 $
-77,9 %
1.802.579 $-147.622 $
-7,6 %
CONOCOPHILLIPSCOP1.746.625 $+191.619 $
+12,3 %
1.555.006 $-672.952 $
-30,2 %
Walt Disney CoDIS1.710.268 $-4.242 $
-0,2 %
1.714.510 $+312.485 $
+22,3 %
PFIZER INCPFE1.548.419 $+208.202 $
+15,5 %
1.340.217 $+376.159 $
+39,0 %
CONSOLIDATED EDISON INCED1.469.536 $-15.121 $
-1,0 %
1.484.657 $-295.995 $
-16,6 %
XCEL ENERGY INCXEL1.439.364 $+323.970 $
+29,0 %
1.115.394 $+112.212 $
+11,2 %
EQUINIX INCEQIX1.087.353 $-335.578 $
-23,6 %
1.422.931 $+674.885 $
+90,2 %
AMGEN INCAMGN1.406.530 $+231.439 $
+19,7 %
1.175.091 $-14.117 $
-1,2 %
CSX CORPCSX1.369.490 $+64.229 $
+4,9 %
1.305.261 $+342.755 $
+35,6 %
SOUTHERN COSO1.352.735 $+52.044 $
+4,0 %
1.300.691 $+93.456 $
+7,7 %
ARES CAPITAL CORPARCC1.350.542 $+2.311 $
+0,2 %
1.348.231 $+102.572 $
+8,2 %
Bank of New York Mellon CorpBK1.259.499 $+154.881 $
+14,0 %
1.104.618 $+299.206 $
+37,1 %
CITIGROUP INCC1.255.329 $+120.631 $
+10,6 %
1.134.698 $+393.533 $
+53,1 %
FASTENAL COFAST1.052.306 $-176.855 $
-14,4 %
1.229.161 $+182.850 $
+17,5 %
AUTOZONE INCAZO942.838 $-241.268 $
-20,4 %
1.184.106 $+66.961 $
+6,0 %
Duke Energy CORPDUK1.157.701 $+62.890 $
+5,7 %
1.094.811 $+45.751 $
+4,4 %
GOLDMAN SACHS GROUP INCGS1.068.186 $+136.882 $
+14,7 %
931.304 $-11.228 $
-1,2 %
NICOLET BANKSHARES INCNIC1.060.612 $-2.833 $
-0,3 %
1.063.445 $+233.367 $
+28,1 %
Booking Holdings Inc.BKNG937.959 $-78.538 $
-7,7 %
1.016.497 $+255.438 $
+33,6 %
UNITED PARCEL SERVICE INCUPS1.012.583 $+148.246 $
+17,2 %
864.337 $-105.184 $
-10,8 %
Vertiv Holdings CoVRT231.915 $-773.917 $
-76,9 %
1.005.832 $+633.121 $
+169,9 %
GENERAL DYNAMICS CORPGD1.003.568 $+283.102 $
+39,3 %
720.466 $+253.927 $
+54,4 %
abrdn Gold ETF TrustSGOL1.003.035 $+508.393 $
+102,8 %
494.642 $+161.919 $
+48,7 %
EMERSON ELECTRIC COEMR993.374 $+318.515 $
+47,2 %
674.859 $+89.427 $
+15,3 %
STARBUCKS CORPSBUX905.917 $+32.964 $
+3,8 %
872.953 $-304.630 $
-25,9 %
MICRON TECHNOLOGY INCMU895.068 $+531.427 $
+146,1 %
363.641 $+155.222 $
+74,5 %
VICTORY CAPITAL MANAGEMENT INC879.856 $-7.161 $
-0,8 %
887.017 $+215.154 $
+32,0 %
Accenture plcACN808.777 $-29.593 $
-3,5 %
838.370 $+105.343 $
+14,4 %
PARSONS CORPPSN581.662 $-219.511 $
-27,4 %
801.173 $+223.165 $
+38,6 %
REGIONS FINANCIAL CORPRF795.511 $+22.061 $
+2,9 %
773.450 $+242.273 $
+45,6 %
SCHWAB CHARLES CORPSCHW773.407 $+38.816 $
+5,3 %
734.591 $+120.986 $
+19,7 %
DECKERS OUTDOOR CORPDECK716.574 $+47.525 $
+7,1 %
669.049 $+669.049 $
BP PLCBP696.919 $+54.704 $
+8,5 %
642.215 $+30.632 $
+5,0 %
FIRST TRUST ADVISORS LP676.953 $+66.029 $
+10,8 %
610.924 $+610.924 $
NASDAQ, INC.NDAQ660.416 $+365.588 $
+124,0 %
294.828 $+294.828 $
ASML HOLDING NVASML637.307 $+111.176 $
+21,1 %
526.131 $+194.916 $
+58,8 %
DEERE & CODE626.861 $+99.884 $
+19,0 %
526.977 $+5.756 $
+1,1 %
INTEL CORPINTC496.649 $-92.870 $
-15,8 %
589.519 $+107.897 $
+22,4 %
SAP SESAP517.239 $-53.610 $
-9,4 %
570.849 $+13.551 $
+2,4 %
Phillips 66PSX564.651 $+7.037 $
+1,3 %
557.614 $+31.691 $
+6,0 %
Medtronic plcMDT527.499 $+58.201 $
+12,4 %
469.298 $-36.409 $
-7,2 %
KROGER COKR472.577 $-35.970 $
-7,1 %
508.547 $+16.464 $
+3,3 %
LAM RESEARCH CORPLRCX505.244 $+118.461 $
+30,6 %
386.783 $+173.117 $
+81,0 %
NUCOR CORPNUE503.983 $+153.919 $
+44,0 %
350.064 $+37.400 $
+12,0 %
FEDEX CORPFDX488.753 $+87.813 $
+21,9 %
400.940 $-32.250 $
-7,4 %
Constellation Energy CorpCEG475.661 $+48.819 $
+11,4 %
426.842 $+165.873 $
+63,6 %
PRICE T ROWE GROUP INCTROW416.175 $-55.949 $
-11,9 %
472.124 $+472.124 $
ANALOG DEVICES INCADI462.614 $+45.645 $
+10,9 %
416.969 $+71.623 $
+20,7 %
Nu Holdings Ltd.NU437.170 $+2.281 $
+0,5 %
434.889 $+282.333 $
+185,1 %
WELLTOWER INC.WELL432.832 $+90.826 $
+26,6 %
342.006 $+83.213 $
+32,2 %
FORD MOTOR COF419.276 $+90.301 $
+27,4 %
328.975 $+70.860 $
+27,5 %
CHIPOTLE MEXICAN GRILL INCCMG271.026 $-144.237 $
-34,7 %
415.263 $-169.689 $
-29,0 %
COMCAST CORPCMCSA411.859 $+1.889 $
+0,5 %
409.970 $-176.413 $
-30,1 %
NOVARTIS AGNVS397.589 $+138.955 $
+53,7 %
258.634 $+42.959 $
+19,9 %
CARNIVAL CORPCCL236.075 $-154.642 $
-39,6 %
390.717 $+146.028 $
+59,7 %
METLIFE INCMET383.753 $-6.352 $
-1,6 %
390.105 $+25.323 $
+6,9 %
ENBRIDGE INCENB387.366 $+58.029 $
+17,6 %
329.337 $+43.753 $
+15,3 %
Hewlett Packard Enterprise CoHPE362.134 $-12.473 $
-3,3 %
374.607 $+106.798 $
+39,9 %
BALL CorpBALL357.672 $+27.733 $
+8,4 %
329.939 $+25.710 $
+8,5 %
NeuroPace IncNPCE354.348 $+117.218 $
+49,4 %
237.130 $+237.130 $
MAGNA INTERNATIONAL INCMGA344.285 $+39.912 $
+13,1 %
304.373 $+304.373 $
CUMMINS INCCMI336.122 $+49.490 $
+17,3 %
286.632 $+55.078 $
+23,8 %
Archer-Daniels-Midland CoADM313.013 $-13.847 $
-4,2 %
326.860 $+51.761 $
+18,8 %
AppLovin CorpAPP309.689 $+309.689 $
MERCADOLIBRE INCMELI263.870 $-44.610 $
-14,5 %
308.480 $+64.617 $
+26,5 %
FIFTH THIRD BANCORPFITB306.556 $+8.970 $
+3,0 %
297.586 $+54.411 $
+22,4 %
ROYAL BANK OF CANADARY298.762 $+40.323 $
+15,6 %
258.439 $+258.439 $
TORONTO DOMINION BANKTD297.263 $+44.995 $
+17,8 %
252.268 $+252.268 $
CVS HEALTH CorpCVS296.788 $+65.236 $
+28,2 %
231.552 $+5.423 $
+2,4 %
FISERV INCFISV256.594 $-32.500 $
-11,2 %
289.094 $-198.941 $
-40,8 %
REALTY INCOME CORPO255.732 $-25.256 $
-9,0 %
280.988 $+26.067 $
+10,2 %
ON SEMICONDUCTOR CORPON279.838 $+32.409 $
+13,1 %
247.429 $-266.934 $
-51,9 %
KLA CORPKLAC276.778 $+31.135 $
+12,7 %
245.643 $+245.643 $
Rocket Lab CorpRKLB272.621 $+272.621 $
COPART INCCPRT269.998 $-12.102 $
-4,3 %
TARGET CORPTGT265.683 $+12.571 $
+5,0 %
253.112 $-8.896 $
-3,4 %
ASTRAZENECA PLCAZN265.396 $+49.318 $
+22,8 %
216.078 $+4.017 $
+1,9 %
AFLAC INCAFL257.264 $+41.826 $
+19,4 %
215.438 $-24.293 $
-10,1 %
Shell plcSHEL254.993 $+254.993 $
CELESTICA INCCLS254.224 $+42.336 $
+20,0 %
211.888 $+211.888 $
STATE STREET CORPSTT250.455 $+19.199 $
+8,3 %
231.256 $+231.256 $
GENUINE PARTS COGPC212.088 $-36.374 $
-14,6 %
248.462 $+37.029 $
+17,5 %
HF Sinclair CorpDINO220.907 $-25.091 $
-10,2 %
245.998 $+245.998 $
DEXCOM INCDXCM235.216 $+235.216 $
SYNOPSYS INCSNPS224.395 $+5.762 $
+2,6 %
Monster Beverage CorpMNST217.668 $+217.668 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR216.342 $-147.006 $
-40,5 %
UNILEVER PLCUL211.763 $-1.582 $
-0,7 %
213.345 $+213.345 $
MANULIFE FINANCIAL CORPMFC213.160 $+213.160 $
TE Connectivity plcTEL210.448 $+210.448 $
IREN LtdIREN208.454 $+208.454 $
Synchrony FinancialSYF207.177 $+207.177 $
HP INCHPQ206.826 $-12.190 $
-5,6 %
AMBARELLA INCAMBA206.300 $+206.300 $
CENTENE CORPCNC205.669 $-102.314 $
-33,2 %
Roblox CorpRBLX204.871 $+204.871 $
FREEPORT-MCMORAN INCFCX204.370 $+204.370 $
BERKLEY W R CORPWRB203.323 $+203.323 $
PIMCO INCOME STRATEGY FUNDPFL154.653 $-13.512 $
-8,0 %
168.165 $-6.602 $
-3,8 %
ENERGY FUELS INCUUUU155.957 $+155.957 $
FS Credit Opportunities Corp.FSCO133.459 $-21.035 $
-13,6 %
154.494 $-21.117 $
-12,0 %
Bitfarms LtdBITF62.477 $-12.495 $
-16,7 %
74.972 $+56.401 $
+303,7 %
1.786.672.164 $+200.423.450 $
+8,9 %
1.587.938.432 $+312.113.596 $
+24,7 %
Erweitert ×