Investments: Arista 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
488.452.647 $-1.077.022 $
+19,1 %
496.811.748 $+53.024.651 $
+13,0 %
446.634.700 $+245.516.030 $
+641,8 %
BANK OF AMERICA CORP /DE/BAC328.355.507 $-10.301.228 $
-3,0 %
338.656.735 $+31.209.076 $
+10,2 %
307.447.659 $+129.176.654 $
+72,5 %
APPFOLIO INCAPPF20.138.873 $+914.092 $
+4,8 %
19.224.781 $+3.333.066 $
+21,0 %
15.891.715 $+7.668.501 $
+93,3 %
JPMORGAN CHASE & COJPM12.444.781 $-180.936 $
-1,4 %
12.625.717 $+1.243.560 $
+10,9 %
11.382.157 $+11.093.929 $
+3.849,0 %
NVIDIA CORPNVDA11.839.207 $-355.848 $
-2,9 %
12.195.055 $+2.048.463 $
+20,2 %
10.146.592 $+9.879.544 $
+3.699,5 %
MICROSOFT CORPMSFT11.052.819 $-1.096.802 $
-9,0 %
12.149.621 $+482.835 $
+4,1 %
11.666.786 $+9.391.046 $
+412,7 %
AMAZON COM INCAMZN9.184.367 $-837.064 $
-8,4 %
10.021.431 $+361.214 $
+3,7 %
9.660.217 $+6.169.104 $
+176,7 %
ALPHA PRO TECH LTDAPT9.693.801 $+2.176.465 $
+29,0 %
7.517.336 $+1.911.270 $
+34,1 %
5.606.066 $+4.609.939 $
+462,8 %
ELI LILLY & CoLLY6.183.709 $+1.569.848 $
+34,0 %
4.613.861 $+267.202 $
+6,1 %
4.346.659 $+4.346.659 $
BlackRock, Inc.BLK5.593.111 $-273.355 $
-4,7 %
5.866.466 $+520.150 $
+9,7 %
5.346.316 $+3.190.844 $
+148,0 %
EXXON MOBIL CORPXOM3.961.481 $+203.007 $
+5,4 %
3.758.474 $+118.411 $
+3,3 %
3.640.063 $+3.042.307 $
+509,0 %
AMERICAN EXPRESS COAXP3.948.201 $+348.744 $
+9,7 %
3.599.457 $+350.455 $
+10,8 %
3.249.002 $+2.633.793 $
+428,1 %
RTX CorpRTX3.829.942 $+292.753 $
+8,3 %
3.537.189 $+457.043 $
+14,8 %
3.080.146 $+3.080.146 $
GOLDMAN SACHS GROUP INCGS3.349.921 $-122.997 $
-3,5 %
3.472.918 $+669.499 $
+23,9 %
2.803.419 $+2.803.419 $
COCA COLA COKO2.755.764 $+141.215 $
+5,4 %
2.614.549 $-205.484 $
-7,3 %
2.820.033 $+2.820.033 $
LAM RESEARCH CORPLRCX2.806.325 $+301.725 $
+12,0 %
2.504.600 $+785.478 $
+45,7 %
1.719.122 $+1.719.122 $
GROUP 1 AUTOMOTIVE INCGPI2.387.331 $-268.355 $
-10,1 %
2.655.686 $+4.856 $
+0,2 %
2.650.830 $+2.650.830 $
AbbVie Inc.ABBV2.608.435 $-34.358 $
-1,3 %
2.642.793 $+504.109 $
+23,6 %
2.138.684 $+2.138.684 $
FORD MOTOR COF2.226.136 $-231.871 $
-9,4 %
2.458.007 $+228.126 $
+10,2 %
2.229.881 $+2.229.881 $
JOHNSON & JOHNSONJNJ2.270.242 $+491.693 $
+27,6 %
1.778.549 $+289.695 $
+19,5 %
1.488.854 $+1.488.854 $
NEXTERA ENERGY INCNEE2.176.872 $+129.885 $
+6,3 %
2.046.987 $+153.973 $
+8,1 %
1.893.014 $+1.893.014 $
LOCKHEED MARTIN CORPLMT2.158.136 $+331.027 $
+18,1 %
1.827.109 $+112.565 $
+6,6 %
1.714.544 $+1.714.544 $
Walmart Inc.WMT1.850.050 $-187.245 $
-9,2 %
2.037.295 $-42.999 $
-2,1 %
2.080.294 $+1.276.129 $
+158,7 %
CSX CORPCSX1.832.101 $+22.876 $
+1,3 %
1.809.225 $+125.559 $
+7,5 %
1.683.666 $+1.683.666 $
PROCTER & GAMBLE CoPG1.490.424 $-161.314 $
-9,8 %
1.651.738 $-95.206 $
-5,4 %
1.746.944 $+1.545.848 $
+768,7 %
ORACLE CORPORCL857.019 $-796.672 $
-48,2 %
1.653.691 $+636.843 $
+62,6 %
1.016.848 $+419.160 $
+70,1 %
MORGAN STANLEYMS1.618.339 $+505.619 $
+45,4 %
1.112.720 $+408.420 $
+58,0 %
704.300 $+167.618 $
+31,2 %
PFIZER INCPFE1.520.394 $-73.762 $
-4,6 %
1.594.156 $+66.285 $
+4,3 %
1.527.871 $+1.527.871 $
CHEVRON CORPCVX1.458.427 $-78.813 $
-5,1 %
1.537.240 $+198.719 $
+14,8 %
1.338.521 $+1.105.706 $
+474,9 %
MCDONALDS CORPMCD1.478.638 $+9.938 $
+0,7 %
1.468.700 $+42.326 $
+3,0 %
1.426.374 $+1.426.374 $
BARCLAYS PLCBCS1.449.320 $+1.246.753 $
+615,5 %
202.567 $+202.567 $
CONOCOPHILLIPSCOP1.377.658 $-13.572 $
-1,0 %
1.391.230 $+52.399 $
+3,9 %
1.338.831 $+1.338.831 $
PAYCHEX INCPAYX837.312 $-339.274 $
-28,8 %
1.176.586 $-173.574 $
-12,9 %
1.350.160 $+1.350.160 $
BERKSHIRE HATHAWAY INCBRK-B1.279.158 $+3.290 $
+0,3 %
1.275.868 $+155.765 $
+13,9 %
1.120.103 $+84.709 $
+8,2 %
MASTEC INCMTZ1.259.293 $+1.259.293 $
INTUITIVE SURGICAL INCISRG1.128.755 $+485.638 $
+75,5 %
643.117 $-138.307 $
-17,7 %
781.424 $+781.424 $
MICRON TECHNOLOGY INCMU982.667 $+473.512 $
+93,0 %
509.155 $+509.155 $
ANALOG DEVICES INCADI945.132 $+112.209 $
+13,5 %
832.923 $+26.035 $
+3,2 %
806.888 $+806.888 $
AppLovin CorpAPP382.056 $-528.334 $
-58,0 %
910.390 $+221.783 $
+32,2 %
688.607 $+688.607 $
Palo Alto Networks IncPANW632.174 $-273.121 $
-30,2 %
905.295 $+309.793 $
+52,0 %
595.502 $+595.502 $
DELTA AIR LINES, INC.DAL329.234 $-534.558 $
-61,9 %
863.792 $+493.909 $
+133,5 %
369.883 $+369.883 $
COMCAST CORPCMCSA692.183 $-153.420 $
-18,1 %
845.603 $+845.603 $
UNITED PARCEL SERVICE INCUPS799.769 $+577.802 $
+260,3 %
221.967 $+221.967 $
VERIZON COMMUNICATIONS INCVZ294.804 $-468.432 $
-61,4 %
763.236 $-15.148 $
-1,9 %
778.384 $+778.384 $
TENET HEALTHCARE CORPTHC481.697 $-254.120 $
-34,5 %
735.817 $+309.193 $
+72,5 %
426.624 $+426.624 $
CATERPILLAR INCCAT734.992 $+348.023 $
+89,9 %
386.969 $+56.602 $
+17,1 %
330.367 $+330.367 $
ASTRAZENECA PLCAZN466.361 $+56.523 $
+13,8 %
409.838 $-242.981 $
-37,2 %
652.819 $+652.819 $
GENERAL DYNAMICS CORPGD639.279 $-6.877 $
-1,1 %
646.156 $+82.994 $
+14,7 %
563.162 $+250.544 $
+80,1 %
YUM BRANDS INCYUM621.761 $-2.959 $
-0,5 %
624.720 $+15.700 $
+2,6 %
609.020 $+609.020 $
Walt Disney CoDIS566.346 $-46.994 $
-7,7 %
613.340 $+613.340 $
INTEL CORPINTC601.064 $+324.715 $
+117,5 %
276.349 $+276.349 $
COLGATE PALMOLIVE COCL496.246 $-5.777 $
-1,2 %
502.023 $-68.829 $
-12,1 %
570.852 $+570.852 $
NETFLIX INCNFLX569.487 $+348.531 $
+157,7 %
220.956 $+220.956 $
CENTENE CORPCNC252.538 $+33.570 $
+15,3 %
218.968 $-342.993 $
-61,0 %
561.961 $+561.961 $
BOSTON SCIENTIFIC CORPBSX354.893 $-194.959 $
-35,5 %
549.852 $+549.852 $
EQT CorpEQT545.166 $+182.063 $
+50,1 %
363.103 $+118.509 $
+48,5 %
244.594 $+244.594 $
REGIONS FINANCIAL CORPRF521.702 $+14.053 $
+2,8 %
507.649 $+54.865 $
+12,1 %
452.784 $+235.484 $
+108,4 %
Constellation Energy CorpCEG520.013 $+520.013 $
Zoetis Inc.ZTS464.420 $-38.987 $
-7,7 %
503.407 $+503.407 $
CARNIVAL CORPCCL413.634 $-80.554 $
-16,3 %
494.188 $+283.288 $
+134,3 %
210.900 $+210.900 $
PALATIN TECHNOLOGIES INCPTNT493.629 $+493.629 $
PEPSICO INCPEP466.727 $-20.881 $
-4,3 %
487.608 $+23.751 $
+5,1 %
463.857 $+463.857 $
Phillips 66PSX484.287 $+484.287 $
METLIFE INCMET435.277 $-17.500 $
-3,9 %
452.777 $-17.093 $
-3,6 %
469.870 $+469.870 $
DECKERS OUTDOOR CORPDECK290.020 $-169.260 $
-36,9 %
459.280 $+459.280 $
CURTISS WRIGHT CORPCW448.183 $+6.773 $
+1,5 %
441.410 $+44.219 $
+11,1 %
397.191 $+397.191 $
AT&T INC.T441.755 $+441.755 $
WESTERN DIGITAL CORPWDC431.709 $+70.809 $
+19,6 %
360.900 $+104.940 $
+41,0 %
255.960 $+255.960 $
DEXCOM INCDXCM403.740 $+403.740 $
ADVANCED MICRO DEVICES INCAMD398.123 $+81.824 $
+25,9 %
316.299 $+316.299 $
UNITEDHEALTH GROUP INCUNH397.303 $+397.303 $
HALLIBURTON COHAL395.640 $+149.640 $
+60,8 %
246.000 $+246.000 $
MPLX LPMPLX389.921 $+24.986 $
+6,8 %
364.935 $-11.397 $
-3,0 %
376.332 $+376.332 $
SanofiSNY364.419 $-7.989 $
-2,1 %
372.408 $-8.758 $
-2,3 %
381.166 $+381.166 $
ON SEMICONDUCTOR CORPON379.050 $+33.880 $
+9,8 %
345.170 $+135.530 $
+64,6 %
209.640 $+209.640 $
Otis Worldwide CorpOTIS343.868 $-28.546 $
-7,7 %
372.414 $+372.414 $
GAP INCGAP363.630 $-7.140 $
-1,9 %
370.770 $+370.770 $
CITIGROUP INCC359.989 $+359.989 $
DOVER CorpDOV358.070 $+52.104 $
+17,0 %
305.966 $-30.078 $
-9,0 %
336.044 $+336.044 $
ADVANCE AUTO PARTS INCAAP354.093 $+354.093 $
DOLLAR GENERAL CORPDG351.390 $+351.390 $
Vertiv Holdings CoVRT347.673 $+347.673 $
COMMERCIAL METALS CoCMC346.100 $+346.100 $
GRAPHIC PACKAGING HOLDING COGPK318.071 $-24.380 $
-7,1 %
342.451 $+342.451 $
TC ENERGY CORPTRP341.062 $+3.720 $
+1,1 %
337.342 $+34.844 $
+11,5 %
302.498 $+302.498 $
EQUIFAX INCEFX325.470 $+325.470 $
Roblox CorpRBLX324.120 $+324.120 $
MICROCHIP TECHNOLOGY INCMCHP321.806 $+321.806 $
AGNICO EAGLE MINES LTDAEM305.154 $+67.294 $
+28,3 %
237.860 $+237.860 $
BARRICK MINING CORPB304.850 $+304.850 $
FREEPORT-MCMORAN INCFCX303.798 $+303.798 $
NICOLET BANKSHARES INCNIC293.563 $+293.563 $
RIO TINTO PLCRIO286.267 $+286.267 $
KINROSS GOLD CORPKGC281.600 $+125.300 $
+80,2 %
156.300 $+156.300 $
Parker-Hannifin CorpPH275.114 $+35.539 $
+14,8 %
239.575 $-29.336 $
-10,9 %
268.911 $+268.911 $
RALPH LAUREN CORPRL219.492 $-54.788 $
-20,0 %
274.280 $+274.280 $
Kraft Heinz CoKHC260.400 $+260.400 $
HP INCHPQ259.276 $+259.276 $
CARPENTER TECHNOLOGY CORPCRS247.013 $+247.013 $
SAP SESAP241.558 $+241.558 $
AKAMAI TECHNOLOGIES INCAKAM227.280 $-12.000 $
-5,0 %
239.280 $+239.280 $
Edwards Lifesciences CorpEW237.848 $+12.471 $
+5,5 %
225.377 $-3.622 $
-1,6 %
228.999 $+228.999 $
FEDEX CORPFDX235.810 $+8.500 $
+3,7 %
227.310 $+227.310 $
ANTERO RESOURCES CorpAR234.920 $+234.920 $
BOEING COBA215.383 $-17.498 $
-7,5 %
232.881 $+6.798 $
+3,0 %
226.083 $+226.083 $
JABIL INCJBL228.020 $+228.020 $
Shell plcSHEL221.171 $-57 $
-0,0 %
221.228 $+221.228 $
DEERE & CODE215.827 $+215.827 $
SOUTHERN COSO206.158 $+206.158 $
SKYWEST INCSKYW200.820 $-1.728 $
-0,9 %
202.548 $+202.548 $
PG&E CorpPCG196.040 $+196.040 $
TAKEDA PHARMACEUTICAL CO LTDTAK170.882 $+10.413 $
+6,5 %
160.469 $-8.988 $
-5,3 %
169.457 $+169.457 $
PEABODY ENERGY CORPBTU134.200 $+134.200 $
Amcor plcAMCR99.093 $-12.235 $
-11,0 %
111.328 $+111.328 $
AMERICAN EAGLE OUTFITTERS INCAEO96.200 $+96.200 $
488.452.647 $-1.077.022 $
+19,1 %
496.811.748 $+53.024.651 $
+13,0 %
446.634.700 $+245.516.030 $
+641,8 %
Erweitert ×