Investments: 1858 WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: 1858 WEALTH MANAGEMENT, LLC
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 (%)
141.577.426 $+18.304.665 $
+3,7 %
134.667.420 $+20.077.630 $
+43,7 %
BANK OF AMERICA CORP /DE/BAC20.248.339 $+10.874.548 $
+116,0 %
9.373.791 $-9.235.169 $
-49,6 %
MICROSOFT CORPMSFT8.660.124 $+388.693 $
+4,7 %
8.271.431 $+2.129.675 $
+34,7 %
NVIDIA CORPNVDA7.322.332 $+1.160.880 $
+18,8 %
6.161.452 $+1.954.466 $
+46,5 %
APPFOLIO INCAPPF7.215.705 $+1.138.980 $
+18,7 %
6.076.725 $-602.946 $
-9,0 %
Tidal Trust I7.151.407 $+7.151.407 $
BlackRock, Inc.BLK282.141 $-5.784.066 $
-95,3 %
6.066.207 $+5.837.159 $
+2.548,4 %
Meta Platforms, Inc.META5.073.831 $-404.273 $
-7,4 %
5.478.104 $+1.539.260 $
+39,1 %
GE Vernova Inc.GEV4.413.752 $-633.281 $
-12,5 %
5.047.033 $+2.247.615 $
+80,3 %
CME GROUP INC.CME4.944.477 $-99.369 $
-2,0 %
5.043.846 $+189.039 $
+3,9 %
AMAZON COM INCAMZN3.990.685 $-206.246 $
-4,9 %
4.196.931 $+762.738 $
+22,2 %
AMETEK INC/AME3.980.148 $-16.535 $
-0,4 %
3.996.683 $+167.084 $
+4,4 %
Alphabet Inc.GOOGL3.903.075 $+1.021.072 $
+35,4 %
2.882.003 $+25.441 $
+0,9 %
Vertiv Holdings CoVRT3.488.638 $+56.110 $
+1,6 %
3.432.528 $+1.546.375 $
+82,0 %
Palo Alto Networks IncPANW3.144.096 $-174.551 $
-5,3 %
3.318.647 $+551.207 $
+19,9 %
WisdomTree, Inc.WT3.062.219 $+3.062.219 $
BERKSHIRE HATHAWAY INCBRK-B2.463.929 $-452.148 $
-15,5 %
2.916.077 $-379.528 $
-11,5 %
Uber Technologies, IncUBER2.910.395 $-4.950 $
-0,2 %
2.915.345 $+483.497 $
+19,9 %
Arista Networks, Inc.ANET2.556.628 $+272.455 $
+11,9 %
2.284.173 $+534.830 $
+30,6 %
ServiceNow, Inc.NOW2.493.039 $+245.656 $
+10,9 %
2.247.383 $+568.324 $
+33,8 %
CISCO SYSTEMS, INC.CSCO2.480.225 $+60.528 $
+2,5 %
2.419.697 $+330.567 $
+15,8 %
GENERAL ELECTRIC COGE2.127.399 $-220.770 $
-9,4 %
2.348.169 $+460.755 $
+24,4 %
NETFLIX INCNFLX1.959.035 $-266.599 $
-12,0 %
2.225.634 $+591.841 $
+36,2 %
INTUITIVE SURGICAL INCISRG1.963.884 $+222.515 $
+12,8 %
Broadcom Inc.AVGO1.928.984 $+574.164 $
+42,4 %
1.354.820 $+468.278 $
+52,8 %
Nu Holdings Ltd.NU1.822.594 $+175.343 $
+10,6 %
1.647.251 $+1.212.153 $
+278,6 %
AUTOMATIC DATA PROCESSING INCADP1.570.519 $-172.249 $
-9,9 %
1.742.768 $-75.441 $
-4,1 %
CATERPILLAR INCCAT1.668.594 $+216.300 $
+14,9 %
1.452.294 $+215.214 $
+17,4 %
Palantir Technologies Inc.PLTR1.528.132 $+195.468 $
+14,7 %
1.332.664 $+1.332.664 $
BOEING COBA1.476.061 $+152.670 $
+11,5 %
1.323.391 $+1.323.391 $
VERTEX PHARMACEUTICALS INC / MAVRTX1.387.189 $+290.661 $
+26,5 %
1.096.528 $-279.391 $
-20,3 %
VISA INC.V1.138.502 $-142.873 $
-11,1 %
1.281.375 $+106.984 $
+9,1 %
ADOBE INC.ADBE1.275.897 $+201.144 $
+18,7 %
1.074.753 $+199.538 $
+22,8 %
Leidos Holdings, Inc.LDOS1.272.835 $+119.452 $
+10,4 %
1.153.383 $+201.516 $
+21,2 %
RTX CorpRTX1.243.597 $+71.202 $
+6,1 %
1.172.395 $+103.575 $
+9,7 %
GENERAL DYNAMICS CORPGD1.188.385 $+238.740 $
+25,1 %
949.645 $+70.847 $
+8,1 %
ELI LILLY & CoLLY1.155.945 $+66.942 $
+6,1 %
1.089.003 $+33.490 $
+3,2 %
CARRIER GLOBAL CorpCARR1.116.367 $+150.024 $
+15,5 %
MORGAN STANLEYMS971.752 $+19.277 $
+2,0 %
JPMORGAN CHASE & COJPM935.881 $-10.675 $
-1,1 %
946.556 $+111.064 $
+13,3 %
STATE STREET CORPSTT924.476 $-959.905 $
-50,9 %
ADVANCED MICRO DEVICES INCAMD788.888 $+269.960 $
+52,0 %
518.928 $+160.365 $
+44,7 %
Snowflake Inc.SNOW755.141 $+174.458 $
+30,0 %
580.683 $+254.600 $
+78,1 %
Eaton Corp plcETN752.991 $+104.340 $
+16,1 %
648.651 $+154.736 $
+31,3 %
AbbVie Inc.ABBV742.549 $+111.070 $
+17,6 %
631.479 $-145.631 $
-18,7 %
LAM RESEARCH CORPLRCX677.668 $+177.632 $
+35,5 %
500.036 $+254.964 $
+104,0 %
Dell Technologies Inc.DELL648.881 $+87.741 $
+15,6 %
561.140 $+290.060 $
+107,0 %
BOSTON SCIENTIFIC CORPBSX466.964 $-164.822 $
-26,1 %
631.786 $+11.677 $
+1,9 %
CADENCE DESIGN SYSTEMS INCCDNS628.053 $+98.343 $
+18,6 %
529.710 $+92.517 $
+21,2 %
SYNOPSYS INCSNPS584.455 $+148.743 $
+34,1 %
HOME DEPOT, INC.HD530.394 $-43.764 $
-7,6 %
574.158 $+601 $
+0,1 %
Carlyle Secured Lending, Inc.CGBD479.288 $-86.284 $
-15,3 %
565.572 $+565.572 $
T-Mobile US, Inc.TMUS343.032 $-215.449 $
-38,6 %
558.481 $-28.548 $
-4,9 %
AMERICAN EXPRESS COAXP546.403 $+4.456 $
+0,8 %
541.947 $+91.826 $
+20,4 %
Walt Disney CoDIS505.861 $-36.559 $
-6,7 %
542.420 $+542.420 $
Merck & Co., Inc.MRK483.353 $-58.181 $
-10,7 %
541.534 $-220.708 $
-29,0 %
AMERICAN TOWER CORP /MA/AMT531.995 $+30.645 $
+6,1 %
COCA COLA COKO388.503 $-119.624 $
-23,5 %
508.127 $-6.248 $
-1,2 %
FIFTH THIRD BANCORPFITB499.539 $+38.348 $
+8,3 %
461.191 $+21.641 $
+4,9 %
DoorDash, Inc.DASH400.641 $-97.556 $
-19,6 %
498.197 $+215.635 $
+76,3 %
NEXTERA ENERGY INCNEE470.907 $+31.478 $
+7,2 %
439.429 $+52.653 $
+13,6 %
ORACLE CORPORCL430.016 $+96.168 $
+28,8 %
333.848 $+60.799 $
+22,3 %
Bank of New York Mellon CorpBK421.348 $+55.724 $
+15,2 %
365.624 $+11.189 $
+3,2 %
PROCTER & GAMBLE CoPG306.993 $-105.168 $
-25,5 %
412.161 $-40.645 $
-9,0 %
TJX COMPANIES INC /DE/TJX400.809 $+151.606 $
+60,8 %
249.203 $-3.776 $
-1,5 %
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR282.231 $-110.505 $
-28,1 %
392.736 $-5.141 $
-1,3 %
TAPESTRY, INC.TPR381.778 $+45.027 $
+13,4 %
336.751 $+73.418 $
+27,9 %
PULTEGROUP INC/MI/PHM355.033 $+55.843 $
+18,7 %
299.190 $-883 $
-0,3 %
Zoetis Inc.ZTS349.266 $+21.615 $
+6,6 %
327.651 $-40.506 $
-11,0 %
W.W. GRAINGER, INC.GWW343.279 $+17.295 $
+5,3 %
QUALCOMM INC/DEQCOM263.847 $-76.810 $
-22,5 %
340.657 $-60.265 $
-15,0 %
MAGNITE, INC.MGNI200.637 $-138.731 $
-40,9 %
339.368 $+195.545 $
+136,0 %
EOG RESOURCES INCEOG337.898 $-806.772 $
-70,5 %
TEXAS INSTRUMENTS INCTXN291.028 $-37.842 $
-11,5 %
328.870 $+44.225 $
+15,5 %
Toast, Inc.TOST269.444 $-57.416 $
-17,6 %
326.860 $+82.065 $
+33,5 %
ALLSTATE CORPALL303.730 $+303.730 $
MCKESSON CORPMCK299.746 $+299.746 $
REINSURANCE GROUP OF AMERICA INCRGA292.184 $+4.316 $
+1,5 %
FIRSTENERGY CORPFE290.911 $+35.300 $
+13,8 %
255.611 $+38.030 $
+17,5 %
BRISTOL MYERS SQUIBB COBMY279.620 $-7.378 $
-2,6 %
286.998 $-104.619 $
-26,7 %
GENERAL MILLS INCGIS277.713 $-4.652 $
-1,6 %
282.365 $-43.491 $
-13,3 %
Howmet Aerospace Inc.HWM236.653 $-45.520 $
-16,1 %
282.173 $+9.870 $
+3,6 %
IQVIA HOLDINGS INC.IQV277.882 $+277.882 $
MCDONALDS CORPMCD276.844 $+8.048 $
+3,0 %
268.796 $-23.895 $
-8,2 %
EXXON MOBIL CORPXOM269.069 $-98.306 $
-26,8 %
S&P Global Inc.SPGI241.408 $-24.346 $
-9,2 %
265.754 $+60.482 $
+29,5 %
Verisk Analytics, Inc.VRSK265.398 $-13.174 $
-4,7 %
AT&T INC.T264.948 $+264.948 $
AFLAC INCAFL261.266 $+674 $
+0,3 %
260.592 $-14.158 $
-5,2 %
KROGER COKR238.631 $-22.108 $
-8,5 %
260.739 $+9.000 $
+3,6 %
Fortinet, Inc.FTNT256.900 $+256.900 $
AUTOLIV INCALV254.534 $+31.741 $
+14,2 %
222.793 $+222.793 $
EMERSON ELECTRIC COEMR249.504 $-4.090 $
-1,6 %
253.594 $+45.059 $
+21,6 %
GENUINE PARTS COGPC253.499 $+52.867 $
+26,4 %
Waste Connections, Inc.WCN237.506 $-14.753 $
-5,8 %
252.259 $-11.443 $
-4,3 %
LINDE PLCLIN251.480 $-15.797 $
-5,9 %
SYSCO CORPSYY250.067 $+4.291 $
+1,7 %
245.776 $-6.433 $
-2,6 %
JOHNSON & JOHNSONJNJ236.225 $+30.471 $
+14,8 %
205.754 $-39.523 $
-16,1 %
Blackstone Inc.BX233.210 $+29.033 $
+14,2 %
204.177 $+204.177 $
STRYKER CORPSYK229.935 $+1.261 $
+0,6 %
228.674 $+28.031 $
+14,0 %
Workday, Inc.WDAY226.286 $-2.194 $
-1,0 %
228.480 $+6.159 $
+2,8 %
KIMBERLY CLARK CORPKMB215.979 $-10.791 $
-4,8 %
226.770 $-15.715 $
-6,5 %
THERMO FISHER SCIENTIFIC INC.TMO212.439 $-12.186 $
-5,4 %
224.625 $+224.625 $
Diamondback Energy, Inc.FANG217.369 $+12.918 $
+6,3 %
204.451 $-26.096 $
-11,3 %
Cheniere Energy, Inc.LNG216.652 $+216.652 $
FISERV INCFISV213.099 $-67.355 $
-24,0 %
SERVICE CORP INTERNATIONALSCI211.296 $+4.621 $
+2,2 %
206.675 $+3.047 $
+1,5 %
CLEAN HARBORS INCCLH210.836 $+210.836 $
Accenture plcACN209.117 $+209.117 $
Ferguson Enterprises Inc. /DE/FERG205.715 $+205.715 $
APPLIED MATERIALS INC /DEAMAT204.740 $+204.740 $
141.577.426 $+18.304.665 $
+3,7 %
134.667.420 $+20.077.630 $
+43,7 %
Erweitert ×