Investments: Finer Wealth Management, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
199.779.926 $+8.196.771 $
+6,0 %
193.122.472 $+193.122.472 $
BANK OF AMERICA CORP /DE/BAC40.550.909 $+651.031 $
+1,6 %
39.899.878 $+39.899.878 $
APPFOLIO INCAPPF18.745.877 $+1.379.588 $
+7,9 %
17.366.289 $+17.366.289 $
NVIDIA CORPNVDA15.637.292 $-312.019 $
-2,0 %
15.949.311 $+15.949.311 $
MICROSOFT CORPMSFT15.679.729 $+354.514 $
+2,3 %
15.325.215 $+15.325.215 $
ELI LILLY & CoLLY14.628.380 $+3.633.206 $
+33,0 %
10.995.174 $+10.995.174 $
ALPHA PRO TECH LTDAPT13.212.385 $+2.894.476 $
+28,1 %
10.317.909 $+10.317.909 $
AMAZON COM INCAMZN10.353.041 $+670.156 $
+6,9 %
9.682.885 $+9.682.885 $
Strategy IncMSTR2.423.299 $-4.745.229 $
-66,2 %
7.168.528 $+7.168.528 $
JPMORGAN CHASE & COJPM6.957.096 $+269.049 $
+4,0 %
6.688.047 $+6.688.047 $
CATERPILLAR INCCAT5.751.207 $+902.456 $
+18,6 %
4.848.751 $+4.848.751 $
Walmart Inc.WMT5.535.173 $+510.290 $
+10,2 %
5.024.883 $+5.024.883 $
ADVANCED MICRO DEVICES INCAMD4.846.834 $+1.195.584 $
+32,7 %
3.651.250 $+3.651.250 $
PROCTER & GAMBLE CoPG3.804.280 $-88.330 $
-2,3 %
3.892.610 $+3.892.610 $
AT&T INC.T3.137.097 $-517.369 $
-14,2 %
3.654.466 $+3.654.466 $
SCHWAB CHARLES CORPSCHW3.267.261 $+211.806 $
+6,9 %
3.055.455 $+3.055.455 $
MCDONALDS CORPMCD3.248.847 $+213.039 $
+7,0 %
3.035.808 $+3.035.808 $
VERIZON COMMUNICATIONS INCVZ2.772.695 $-300.890 $
-9,8 %
3.073.585 $+3.073.585 $
EXXON MOBIL CORPXOM3.057.648 $+224.248 $
+7,9 %
2.833.400 $+2.833.400 $
PALATIN TECHNOLOGIES INCPTNT2.933.053 $+353.999 $
+13,7 %
2.579.054 $+2.579.054 $
PEPSICO INCPEP2.723.799 $+206.925 $
+8,2 %
2.516.874 $+2.516.874 $
CHEVRON CORPCVX2.364.679 $-58.016 $
-2,4 %
2.422.695 $+2.422.695 $
COCA COLA COKO1.864.382 $+92.378 $
+5,2 %
1.772.004 $+1.772.004 $
SPS COMMERCE INCSPSC1.857.505 $+581.368 $
+45,6 %
1.276.137 $+1.276.137 $
LOCKHEED MARTIN CORPLMT1.147.265 $-697.166 $
-37,8 %
1.844.431 $+1.844.431 $
ASML HOLDING NVASML1.811.273 $+172.297 $
+10,5 %
1.638.976 $+1.638.976 $
Sunoco LPSUN1.539.317 $+1.539.317 $
RTX CorpRTX1.039.501 $+92.079 $
+9,7 %
947.422 $+947.422 $
Kraft Heinz CoKHC493.786 $-415.626 $
-45,7 %
909.412 $+909.412 $
XCEL ENERGY INCXEL808.176 $-74.296 $
-8,4 %
882.472 $+882.472 $
JOHNSON & JOHNSONJNJ839.445 $+74.587 $
+9,8 %
764.858 $+764.858 $
MICRON TECHNOLOGY INCMU788.081 $+326.084 $
+70,6 %
461.997 $+461.997 $
CMS ENERGY CORPCMS629.370 $-29.970 $
-4,5 %
659.340 $+659.340 $
GOLDMAN SACHS GROUP INCGS600.009 $-38.257 $
-6,0 %
638.266 $+638.266 $
UNITEDHEALTH GROUP INCUNH627.209 $+267.752 $
+74,5 %
359.457 $+359.457 $
INTEL CORPINTC626.792 $+96.124 $
+18,1 %
530.668 $+530.668 $
EVERSOURCE ENERGYES585.056 $-33.056 $
-5,3 %
618.112 $+618.112 $
DEERE & CODE568.559 $-798 $
-0,1 %
569.357 $+569.357 $
NETFLIX INCNFLX488.791 $-65.495 $
-11,8 %
554.286 $+554.286 $
AbbVie Inc.ABBV527.583 $+290.949 $
+123,0 %
236.634 $+236.634 $
MORGAN STANLEYMS459.151 $+43.150 $
+10,4 %
416.001 $+416.001 $
CENTERPOINT ENERGY INCCNP423.630 $-5.071 $
-1,2 %
428.701 $+428.701 $
SEALSQ CorpLAES379.705 $+5.705 $
+1,5 %
374.000 $+374.000 $
Grayscale Bitcoin Mini Trust ETFBTC269.019 $-90.505 $
-25,2 %
359.524 $+359.524 $
Walt Disney CoDIS322.310 $-2.756 $
-0,8 %
325.066 $+325.066 $
INTUITIVE SURGICAL INCISRG263.924 $-45.559 $
-14,7 %
309.483 $+309.483 $
BlackRock, Inc.BLK219.152 $-53.412 $
-19,6 %
272.564 $+272.564 $
SOUTHERN COSO228.069 $-18.712 $
-7,6 %
246.781 $+246.781 $
PFIZER INCPFE200.489 $-4.650 $
-2,3 %
205.139 $+205.139 $
UNITED STATES ANTIMONY CORPUAMY81.113 $+81.113 $
199.779.926 $+8.196.771 $
+6,0 %
193.122.472 $+193.122.472 $
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