Investments: Strategic Wealth Investment Group, 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 (%)
735.595.150 $-322.672.110 $
-27,6 %
1.061.472.047 $+1.061.472.047 $
BANK OF AMERICA CORP /DE/BAC359.532.721 $-175.120.480 $
-32,8 %
534.653.201 $+534.653.201 $
JPMORGAN CHASE & COJPM58.725.995 $-29.685.389 $
-33,6 %
88.411.384 $+88.411.384 $
MICROSOFT CORPMSFT28.151.269 $-16.098.382 $
-36,4 %
44.249.651 $+44.249.651 $
AMAZON COM INCAMZN32.806.908 $-11.267.817 $
-25,6 %
44.074.725 $+44.074.725 $
APPFOLIO INCAPPF27.532.660 $-10.175.527 $
-27,0 %
37.708.187 $+37.708.187 $
NVIDIA CORPNVDA22.143.971 $-10.400.177 $
-32,0 %
32.544.148 $+32.544.148 $
SPS COMMERCE INCSPSC19.739.012 $-10.757.826 $
-35,3 %
30.496.838 $+30.496.838 $
GOLDMAN SACHS GROUP INCGS15.293.000 $-4.490.191 $
-22,7 %
19.783.191 $+19.783.191 $
HUBBELL INCHUBB14.565.254 $-4.830.897 $
-24,9 %
19.396.151 $+19.396.151 $
ALPHA PRO TECH LTDAPT16.541.253 $-2.830.456 $
-14,6 %
19.371.709 $+19.371.709 $
FMR LLC12.924.871 $-3.522.007 $
-21,4 %
16.446.878 $+16.446.878 $
PROCTER & GAMBLE CoPG10.175.962 $-6.198.949 $
-37,9 %
16.374.911 $+16.374.911 $
JOHNSON & JOHNSONJNJ12.483.155 $-3.839.466 $
-23,5 %
16.322.621 $+16.322.621 $
AMERICAN EXPRESS COAXP12.001.103 $-3.654.728 $
-23,3 %
15.655.831 $+15.655.831 $
LINDE PLCLIN9.767.151 $-5.634.080 $
-36,6 %
15.401.231 $+15.401.231 $
ELI LILLY & CoLLY13.237.581 $-691.224 $
-5,0 %
13.928.805 $+13.928.805 $
BOEING COBA9.908.705 $-3.920.602 $
-28,3 %
13.829.307 $+13.829.307 $
AbbVie Inc.ABBV9.615.130 $-4.022.908 $
-29,5 %
13.638.038 $+13.638.038 $
PEPSICO INCPEP9.779.392 $-3.734.584 $
-27,6 %
13.513.976 $+13.513.976 $
BOSTON SCIENTIFIC CORPBSX9.695.283 $-3.283.649 $
-25,3 %
12.978.932 $+12.978.932 $
Duke Energy CORPDUK8.740.343 $-3.338.725 $
-27,6 %
12.079.068 $+12.079.068 $
BlackRock, Inc.BLK6.700.258 $-2.430.658 $
-26,6 %
9.130.916 $+9.130.916 $
NETFLIX INCNFLX5.327.631 $-3.350.152 $
-38,6 %
8.677.783 $+8.677.783 $
EXXON MOBIL CORPXOM3.994.415 $-274.326 $
-6,4 %
4.268.741 $+4.268.741 $
MIRAE ASSET SECURITIES (USA) INC.2.078.818 $+2.078.818 $
Accenture plcACN1.315.475 $+67.186 $
+5,4 %
1.248.289 $+1.248.289 $
Walmart Inc.WMT551.450 $-187.216 $
-25,3 %
738.666 $+738.666 $
COCA COLA COKO293.162 $-387.789 $
-56,9 %
680.951 $+680.951 $
PALATIN TECHNOLOGIES INCPTNT631.720 $+631.720 $
BERKSHIRE HATHAWAY INCBRK-B271.934 $-359.507 $
-56,9 %
631.441 $+631.441 $
MCDONALDS CORPMCD542.956 $-84.575 $
-13,5 %
627.531 $+627.531 $
HP INCHPQ593.505 $+593.505 $
BALL CorpBALL577.410 $+577.410 $
STERIS plcSTE407.153 $-155.278 $
-27,6 %
562.431 $+562.431 $
Walt Disney CoDIS334.640 $-225.883 $
-40,3 %
560.523 $+560.523 $
MCKESSON CORPMCK212.455 $-68.750 $
-24,4 %
281.205 $+281.205 $
CHEVRON CORPCVX268.650 $+268.650 $
LOCKHEED MARTIN CORPLMT239.919 $+239.919 $
RTX CorpRTX238.321 $+238.321 $
AT&T INC.T231.118 $+231.118 $
VERIZON COMMUNICATIONS INCVZ220.936 $+220.936 $
UNITED PARCEL SERVICE INCUPS204.084 $+204.084 $
ADVANCED MICRO DEVICES INCAMD203.208 $+203.208 $
735.595.150 $-322.672.110 $
-27,6 %
1.061.472.047 $+1.061.472.047 $
Erweitert ×