Investments: Gateway Wealth Partners, 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 (%)
666.489.993 $+103.466.664 $
+23,9 %
563.810.231 $+563.810.231 $
BANK OF AMERICA CORP /DE/BAC511.862.804 $+70.374.358 $
+15,9 %
441.488.446 $+441.488.446 $
BlackRock, Inc.BLK24.686.618 $+3.543.374 $
+16,8 %
21.143.244 $+21.143.244 $
APPFOLIO INCAPPF22.878.749 $+6.259.581 $
+37,7 %
16.619.168 $+16.619.168 $
NVIDIA CORPNVDA13.215.417 $+4.190.389 $
+46,4 %
9.025.028 $+9.025.028 $
MICROSOFT CORPMSFT9.221.266 $+509.991 $
+5,9 %
8.711.275 $+8.711.275 $
MORGAN STANLEYMS9.203.782 $+1.368.983 $
+17,5 %
7.834.799 $+7.834.799 $
ALPHA PRO TECH LTDAPT8.997.305 $+4.136.352 $
+85,1 %
4.860.953 $+4.860.953 $
AMAZON COM INCAMZN7.696.925 $+918.351 $
+13,5 %
6.778.574 $+6.778.574 $
FIRST TRUST ADVISORS LP6.628.435 $+850.377 $
+14,7 %
5.778.058 $+5.778.058 $
CITIGROUP INCC4.388.665 $+337.116 $
+8,3 %
4.051.549 $+4.051.549 $
SPS COMMERCE INCSPSC3.129.663 $+2.290.043 $
+272,7 %
839.620 $+839.620 $
CATERPILLAR INCCAT2.642.017 $+390.402 $
+17,3 %
2.251.615 $+2.251.615 $
ARES CAPITAL CORPARCC2.575.119 $+243.459 $
+10,4 %
2.331.660 $+2.331.660 $
RAYMOND JAMES FINANCIAL INCRJF2.376.932 $+168.895 $
+7,6 %
2.208.037 $+2.208.037 $
JPMORGAN CHASE & COJPM2.155.452 $+124.230 $
+6,1 %
2.031.222 $+2.031.222 $
BERKSHIRE HATHAWAY INCBRK-B2.118.177 $+9.186 $
+0,4 %
2.108.991 $+2.108.991 $
PALATIN TECHNOLOGIES INCPTNT1.954.382 $+1.020.389 $
+109,3 %
933.993 $+933.993 $
ISHARES GOLD TRUSTIAU1.906.922 $+317.994 $
+20,0 %
1.588.928 $+1.588.928 $
EXXON MOBIL CORPXOM1.580.262 $+773.980 $
+96,0 %
806.282 $+806.282 $
SOUTHERN COSO1.316.082 $+101.318 $
+8,3 %
1.214.764 $+1.214.764 $
Walmart Inc.WMT1.286.573 $+367.034 $
+39,9 %
919.539 $+919.539 $
ELI LILLY & CoLLY1.156.318 $+226.112 $
+24,3 %
930.206 $+930.206 $
RTX CorpRTX1.147.269 $+353.872 $
+44,6 %
793.397 $+793.397 $
GENERAL ELECTRIC COGE1.074.858 $+413.701 $
+62,6 %
661.157 $+661.157 $
PEPSICO INCPEP1.051.368 $+161.845 $
+18,2 %
889.523 $+889.523 $
DEERE & CODE980.517 $+133.515 $
+15,8 %
847.002 $+847.002 $
BOEING COBA945.479 $+140.719 $
+17,5 %
804.760 $+804.760 $
UNITED PARCEL SERVICE INCUPS912.574 $+272.100 $
+42,5 %
640.474 $+640.474 $
UNITEDHEALTH GROUP INCUNH734.755 $-163.937 $
-18,2 %
898.692 $+898.692 $
REGIONS FINANCIAL CORPRF792.027 $+34.580 $
+4,6 %
757.447 $+757.447 $
MCDONALDS CORPMCD770.062 $+170.827 $
+28,5 %
599.235 $+599.235 $
AbbVie Inc.ABBV746.192 $+78.042 $
+11,7 %
668.150 $+668.150 $
NETFLIX INCNFLX617.877 $-94.284 $
-13,2 %
712.161 $+712.161 $
JOHNSON & JOHNSONJNJ653.673 $+127.045 $
+24,1 %
526.628 $+526.628 $
GOLDMAN SACHS GROUP INCGS650.482 $+110.538 $
+20,5 %
539.944 $+539.944 $
LOCKHEED MARTIN CORPLMT643.565 $+76.671 $
+13,5 %
566.894 $+566.894 $
AT&T INC.T561.162 $+47.261 $
+9,2 %
513.901 $+513.901 $
PROCTER & GAMBLE CoPG553.842 $+105.188 $
+23,4 %
448.654 $+448.654 $
Eaton Corp plcETN461.743 $-76.875 $
-14,3 %
538.618 $+538.618 $
AMERICAN EXPRESS COAXP517.671 $+135.755 $
+35,5 %
381.916 $+381.916 $
VERIZON COMMUNICATIONS INCVZ484.373 $+21.161 $
+4,6 %
463.212 $+463.212 $
Booking Holdings Inc.BKNG444.734 $-30.632 $
-6,4 %
475.366 $+475.366 $
AMGEN INCAMGN436.747 $+104.691 $
+31,5 %
332.056 $+332.056 $
Walt Disney CoDIS381.232 $-15.855 $
-4,0 %
397.087 $+397.087 $
Duke Energy CORPDUK393.728 $+99.481 $
+33,8 %
294.247 $+294.247 $
WILLIAMS SONOMA INCWSM357.180 $-33.720 $
-8,6 %
390.900 $+390.900 $
ADVANCED MICRO DEVICES INCAMD377.779 $+103.544 $
+37,8 %
274.235 $+274.235 $
Palo Alto Networks IncPANW355.689 $+50.462 $
+16,5 %
305.227 $+305.227 $
ORACLE CORPORCL227.800 $-127.335 $
-35,9 %
355.135 $+355.135 $
CUMMINS INCCMI345.857 $+128.336 $
+59,0 %
217.521 $+217.521 $
Shell plcSHEL334.409 $+43.733 $
+15,0 %
290.676 $+290.676 $
FORD MOTOR COF331.916 $+47.980 $
+16,9 %
283.936 $+283.936 $
Invesco DB Precious Metals FundDBP324.780 $+324.780 $
CARNIVAL CORPCCL315.936 $+36.116 $
+12,9 %
279.820 $+279.820 $
MCKESSON CORPMCK308.449 $+7.150 $
+2,4 %
301.299 $+301.299 $
COCA COLA COKO295.051 $+38.706 $
+15,1 %
256.345 $+256.345 $
TARGET CORPTGT294.639 $+15.744 $
+5,6 %
278.895 $+278.895 $
Constellation Energy CorpCEG291.262 $+66.751 $
+29,7 %
224.511 $+224.511 $
CARDINAL HEALTH INCCAH272.414 $+64.346 $
+30,9 %
208.068 $+208.068 $
FASTENAL COFAST266.906 $+266.906 $
CHEVRON CORPCVX264.584 $+62.253 $
+30,8 %
202.331 $+202.331 $
WYNN RESORTS LTDWYNN247.640 $-15.823 $
-6,0 %
263.463 $+263.463 $
3M COMMM261.888 $+9.847 $
+3,9 %
252.041 $+252.041 $
PFIZER INCPFE250.464 $+18.590 $
+8,0 %
231.874 $+231.874 $
AFLAC INCAFL249.925 $+249.925 $
ENBRIDGE INCENB249.211 $+249.211 $
NEXTERA ENERGY INCNEE241.950 $+241.950 $
MICRON TECHNOLOGY INCMU232.080 $+232.080 $
CELESTICA INCCLS225.553 $+225.553 $
ROYAL GOLD INCRGLD222.291 $+21.711 $
+10,8 %
200.580 $+200.580 $
FEDEX CORPFDX209.713 $+209.713 $
MOSAIC COMOS204.612 $+204.612 $
Mastercard IncMA202.609 $+202.609 $
GSK plcGSK200.832 $+200.832 $
INTEL CORPINTC200.344 $+200.344 $
OFFICE PROPERTIES INCOME TRUSTOPITQ179.337 $+179.337 $
666.489.993 $+103.466.664 $
+23,9 %
563.810.231 $+563.810.231 $
Erweitert ×