Investments: Fortress Wealth Management, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Fortress Wealth Management, Inc.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
78.484.787 $-30.358 $
+117,3 %
79.626.723 $-5.639.130 $
+96,5 %
J P MORGAN EXCHANGE TRADED F17.000.610 $+12.180.009 $
+252,7 %
17.299.016 $+14.895.472 $
+619,7 %
EXCHANGE TRADED CONCEPTS, LLC13.852.299 $+90.757 $
+0,7 %
13.761.542 $+875.205 $
+6,8 %
FIRST TR EXCHANGE TRAD FD VI6.928.656 $+6.158.501 $
+799,6 %
7.137.112 $+6.433.538 $
+914,4 %
WisdomTree, Inc.WT6.739.660 $+183.583 $
+2,8 %
6.556.077 $+7.572 $
+0,1 %
SCHWAB STRATEGIC TR4.820.601 $+4.452.835 $
+1.210,8 %
4.910.955 $+4.484.832 $
+1.052,5 %
S&P Global Inc.SPGI3.377.281 $-280.530 $
-7,7 %
3.657.811 $+133.121 $
+3,8 %
iSHARES TRUST3.420.968 $+72.781 $
+2,2 %
3.348.187 $+287.571 $
+9,4 %
COHEN & STEERS QUALITY INCOME REALTY FUND INCRQI1.961.044 $-1.346.563 $
-40,7 %
3.307.607 $-19.146 $
-0,6 %
BERKSHIRE HATHAWAY INCBRK-B3.016.800 $+101.600 $
+3,5 %
2.915.200 $-278.566 $
-8,7 %
PACER FDS TR2.828.510 $+2.040.226 $
+258,8 %
3.012.920 $+2.114.820 $
+235,5 %
ISHARES TR2.518.682 $+2.228.987 $
+769,4 %
2.403.544 $+684.144 $
+39,8 %
INVESCO EXCHANGE TRADED FD T1.810.547 $-708.135 $
-28,1 %
1.719.400 $-5.417.712 $
-75,9 %
Apple Inc.AAPL1.614.386 $+329.374 $
+25,6 %
1.285.012 $-106.185 $
-7,6 %
UMB FINANCIAL CORPUMBF1.512.513 $+168.568 $
+12,5 %
1.343.945 $+51.887 $
+4,0 %
BlackRock Fund Advisors1.081.304 $-116.627 $
-9,7 %
1.197.931 $+117.392 $
+10,9 %
FLEXSHARES TRUST1.068.805 $+216.296 $
+25,4 %
852.509 $+132.368 $
+18,4 %
J P MORGAN EXCHANGE-TRADED F788.284 $+519.279 $
+193,0 %
898.100 $-16.400.916 $
-94,8 %
VANGUARD STAR FDS770.155 $-1.040.392 $
-57,5 %
724.340 $-6.674.433 $
-90,2 %
EA SERIES TRUST761.143 $-6.167.513 $
-89,0 %
703.574 $-20.766 $
-2,9 %
PROSHARES TR367.766 $-2.460.744 $
-87,0 %
426.123 $-2.586.797 $
-85,9 %
VISA INC.V382.680 $-15.324 $
-3,9 %
398.004 $+5.145 $
+1,3 %
AMGEN INCAMGN370.176 $+3.994 $
+1,1 %
366.182 $-42.337 $
-10,4 %
EXXON MOBIL CORPXOM368.805 $+17.916 $
+5,1 %
350.889 $-36.228 $
-9,4 %
NETFLIX INCNFLX278.149 $-32.529 $
-10,5 %
310.678 $+94.331 $
+43,6 %
GENERAL ELECTRIC COGE304.430 $+43.951 $
+16,9 %
260.479 $+57.927 $
+28,6 %
SPDR SER TR289.695 $-16.710.915 $
-98,3 %
269.005 $-4.641.950 $
-94,5 %
SEMPRASRE250.838 $+40.257 $
+19,1 %
210.581 $+210.581 $
78.484.787 $-30.358 $
+117,3 %
79.626.723 $-5.639.130 $
+96,5 %
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