Investments: National Wealth Management 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
227.387.368 $+28.019.152 $
+3,6 %
204.446.153 $+75.115.952 $
+55,4 %
133.511.141 $+21.258.917 $
+14,3 %
BANK OF AMERICA CORP /DE/BAC141.796.881 $+19.154.643 $
+15,6 %
122.642.238 $+36.135.464 $
+41,8 %
86.506.774 $+9.470.189 $
+12,3 %
NVIDIA CORPNVDA10.847.511 $+513.092 $
+5,0 %
10.334.419 $+3.592.185 $
+53,3 %
6.742.234 $+2.146.653 $
+46,7 %
MICROSOFT CORPMSFT5.321.801 $-401.632 $
-7,0 %
5.723.433 $+3.162.597 $
+123,5 %
2.560.836 $+657.857 $
+34,6 %
APPFOLIO INCAPPF5.663.802 $+417.802 $
+8,0 %
5.246.000 $+2.418.629 $
+85,5 %
2.827.371 $-401.659 $
-12,4 %
BERKSHIRE HATHAWAY INCBRK-B5.230.073 $+22.189 $
+0,4 %
5.207.884 $+241.857 $
+4,9 %
4.966.027 $-523.808 $
-9,5 %
SPS COMMERCE INCSPSC4.883.197 $+383.423 $
+8,5 %
4.499.774 $+2.344.321 $
+108,8 %
2.155.453 $+147.405 $
+7,3 %
PALATIN TECHNOLOGIES INCPTNT4.791.251 $-54.007 $
-1,1 %
4.845.258 $+1.429.488 $
+41,8 %
3.415.770 $+1.650.966 $
+93,5 %
ALPHA PRO TECH LTDAPT4.362.878 $+635.817 $
+17,1 %
3.727.061 $+1.700.047 $
+83,9 %
2.027.014 $+371.035 $
+22,4 %
AMAZON COM INCAMZN3.877.814 $+151.272 $
+4,1 %
3.726.542 $+599.796 $
+19,2 %
3.126.746 $-266.731 $
-7,9 %
LAM RESEARCH CORPLRCX2.489.737 $-200.501 $
-7,5 %
2.690.238 $+995.347 $
+58,7 %
1.694.891 $+1.694.891 $
BlackRock, Inc.BLK2.374.083 $+785.556 $
+49,5 %
1.588.527 $+775.124 $
+95,3 %
813.403 $+73.275 $
+9,9 %
ANALOG DEVICES INCADI2.246.134 $+1.531.589 $
+214,3 %
714.545 $+156.864 $
+28,1 %
557.681 $+557.681 $
GENERAL ELECTRIC COGE2.208.416 $-18.640 $
-0,8 %
2.227.056 $+608.829 $
+37,6 %
1.618.227 $+252.978 $
+18,5 %
UNITEDHEALTH GROUP INCUNH913.160 $-888.677 $
-49,3 %
1.801.837 $+1.095.628 $
+155,1 %
706.209 $+706.209 $
PROCTER & GAMBLE CoPG1.463.531 $-109.364 $
-7,0 %
1.572.895 $+54.405 $
+3,6 %
1.518.490 $-147.670 $
-8,9 %
AMGEN INCAMGN1.528.118 $+1.528.118 $
WESTERN DIGITAL CORPWDC1.462.055 $+1.462.055 $
ORACLE CORPORCL993.416 $-407.023 $
-29,1 %
1.400.439 $+1.070.483 $
+324,4 %
329.956 $+329.956 $
Walmart Inc.WMT980.466 $-145.312 $
-12,9 %
1.125.778 $+1.125.778 $
JPMORGAN CHASE & COJPM1.092.275 $+19.710 $
+1,8 %
1.072.565 $-42.234 $
-3,8 %
1.114.799 $+667.442 $
+149,2 %
ADVANCED MICRO DEVICES INCAMD1.055.947 $-52.962 $
-4,8 %
1.108.909 $+624.179 $
+128,8 %
484.730 $+124.729 $
+34,6 %
MICRON TECHNOLOGY INCMU1.064.442 $+610.262 $
+134,4 %
454.180 $-242.676 $
-34,8 %
696.856 $+696.856 $
ELI LILLY & CoLLY910.226 $+1.603 $
+0,2 %
908.623 $+532.344 $
+141,5 %
376.279 $-635.916 $
-62,8 %
Vertiv Holdings CoVRT909.526 $+59.709 $
+7,0 %
849.817 $+849.817 $
EMERSON ELECTRIC COEMR560.708 $-347.679 $
-38,3 %
908.387 $+908.387 $
AMERICAN EXPRESS COAXP856.434 $+555.497 $
+184,6 %
300.937 $+300.937 $
Fox CorpFOXA854.211 $+854.211 $
Strategy IncMSTR401.148 $-413.399 $
-50,8 %
814.547 $+814.547 $
US BANCORP \DE\USB791.201 $+531.857 $
+205,1 %
259.344 $+259.344 $
EMBRAER S.A.EMBJ777.032 $+47.615 $
+6,5 %
729.417 $+42.715 $
+6,2 %
686.702 $+129.484 $
+23,2 %
FREEPORT-MCMORAN INCFCX763.323 $+763.323 $
NUCOR CORPNUE753.397 $+753.397 $
HALLIBURTON COHAL702.797 $+702.797 $
Edwards Lifesciences CorpEW700.670 $+700.670 $
CINTAS CORPCTAS602.200 $-54.427 $
-8,3 %
656.627 $-40.510 $
-5,8 %
697.137 $+54.239 $
+8,4 %
Parker-Hannifin CorpPH307.021 $-359.090 $
-53,9 %
666.111 $+666.111 $
Walt Disney CoDIS622.208 $-30.099 $
-4,6 %
652.307 $+18.864 $
+3,0 %
633.443 $+127.112 $
+25,1 %
CUMMINS INCCMI649.558 $+649.558 $
Fidelity Ethereum FundFETH511.157 $-128.505 $
-20,1 %
639.662 $+639.662 $
NICOLET BANKSHARES INCNIC278.815 $-356.587 $
-56,1 %
635.402 $+635.402 $
CATERPILLAR INCCAT630.119 $+630.119 $
ENBRIDGE INCENB567.742 $-51.907 $
-8,4 %
619.649 $+36.653 $
+6,3 %
582.996 $+17.556 $
+3,1 %
NEXTERA ENERGY INCNEE381.975 $-223.001 $
-36,9 %
604.976 $+604.976 $
CONOCOPHILLIPSCOP594.989 $+139.349 $
+30,6 %
455.640 $+455.640 $
Duke Energy CORPDUK584.503 $+584.503 $
COMCAST CORPCMCSA331.705 $-239.320 $
-41,9 %
571.025 $+291.803 $
+104,5 %
KLA CORPKLAC569.691 $+569.691 $
MCDONALDS CORPMCD498.660 $-44.568 $
-8,2 %
543.228 $+543.228 $
BECTON DICKINSON & COBDX313.018 $-220.893 $
-41,4 %
533.911 $+533.911 $
Zoetis Inc.ZTS424.372 $-78.799 $
-15,7 %
503.171 $+503.171 $
DELTA AIR LINES, INC.DAL500.751 $+500.751 $
Phillips 66PSX488.315 $+488.315 $
CITIGROUP INCC450.197 $-24.625 $
-5,2 %
474.822 $+80.293 $
+20,4 %
394.529 $-692.124 $
-63,7 %
ACADIA PHARMACEUTICALS INCACAD468.781 $+140.800 $
+42,9 %
GSK plcGSK453.197 $+40.384 $
+9,8 %
PEPSICO INCPEP330.458 $-119.585 $
-26,6 %
450.043 $+450.043 $
Mastercard IncMA304.279 $-141.099 $
-31,7 %
445.378 $+445.378 $
LOCKHEED MARTIN CORPLMT238.518 $-197.349 $
-45,3 %
435.867 $+435.867 $
AT&T INC.T395.665 $-39.581 $
-9,1 %
435.246 $+198.582 $
+83,9 %
236.664 $+5.481 $
+2,4 %
NETFLIX INCNFLX333.692 $-90.726 $
-21,4 %
424.418 $-6.782 $
-1,6 %
431.200 $+130.925 $
+43,6 %
Ascendis Pharma A/SASND410.940 $+410.940 $
FACTSET RESEARCH SYSTEMS INCFDS402.785 $+402.785 $
BP PLCBP398.520 $-1.520 $
-0,4 %
COLGATE PALMOLIVE COCL236.193 $-158.153 $
-40,1 %
394.346 $+394.346 $
ROPER TECHNOLOGIES INCROP389.501 $+389.501 $
AMDOCS LTDDOX385.799 $+385.799 $
JOHNSON & JOHNSONJNJ385.767 $+39.079 $
+11,3 %
346.688 $+346.688 $
MORGAN STANLEYMS244.322 $-137.690 $
-36,0 %
382.012 $+382.012 $
TARGET CORPTGT304.999 $-70.322 $
-18,7 %
375.321 $+375.321 $
LAS VEGAS SANDS CORPLVS375.143 $+375.143 $
EXXON MOBIL CORPXOM374.242 $+97.465 $
+35,2 %
276.777 $+276.777 $
MPLX LPMPLX367.986 $+367.986 $
STARBUCKS CORPSBUX356.847 $+356.847 $
Constellation Energy CorpCEG328.541 $+43.237 $
+15,2 %
285.304 $+67.764 $
+31,2 %
217.540 $+217.540 $
VERIZON COMMUNICATIONS INCVZ287.460 $-33.873 $
-10,5 %
321.333 $+101.925 $
+46,5 %
219.408 $-243.653 $
-52,6 %
ASML HOLDING NVASML249.277 $-70.193 $
-22,0 %
319.470 $+319.470 $
BROWN FORMAN CORPBF-A295.470 $+295.470 $
Palo Alto Networks IncPANW290.973 $+290.973 $
REALTY INCOME CORPO290.756 $+26.684 $
+10,1 %
264.072 $+39.739 $
+17,7 %
224.333 $+224.333 $
INTUITIVE SURGICAL INCISRG273.552 $+273.552 $
AbbVie Inc.ABBV266.876 $+266.876 $
3M COMMM263.044 $+263.044 $
AppLovin CorpAPP259.759 $+259.759 $
LINDE PLCLIN229.824 $-5.919 $
-2,5 %
235.743 $+235.743 $
MCKESSON CORPMCK223.939 $+223.939 $
STRYKER CORPSYK223.886 $+223.886 $
CHEVRON CORPCVX221.853 $+221.853 $
SEMPRASRE218.076 $+218.076 $
SHERWIN WILLIAMS COSHW214.832 $+214.832 $
PAYCHEX INCPAYX209.777 $+209.777 $
RTX CorpRTX209.375 $+209.375 $
PLUG POWER INCPLUG139.181 $-25.434 $
-15,5 %
164.615 $+59.346 $
+56,4 %
105.269 $+14.346 $
+15,8 %
FORD MOTOR COF136.725 $-19.689 $
-12,6 %
156.414 $+156.414 $
227.387.368 $+28.019.152 $
+3,6 %
204.446.153 $+75.115.952 $
+55,4 %
133.511.141 $+21.258.917 $
+14,3 %
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