Investments: Riverbend 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
139.872.185 $+15.664.114 $
+20,2 %
124.829.933 $+124.829.933 $
BANK OF AMERICA CORP /DE/BAC78.134.767 $+5.367.005 $
+7,4 %
72.767.762 $+72.767.762 $
APPFOLIO INCAPPF7.854.137 $+1.939.618 $
+32,8 %
5.914.519 $+5.914.519 $
ALPHA PRO TECH LTDAPT5.165.661 $+1.114.137 $
+27,5 %
4.051.524 $+4.051.524 $
NVIDIA CORPNVDA4.799.407 $+472.701 $
+10,9 %
4.326.706 $+4.326.706 $
MICROSOFT CORPMSFT4.213.404 $-96.725 $
-2,2 %
4.310.129 $+4.310.129 $
AMAZON COM INCAMZN3.165.179 $+431.531 $
+15,8 %
2.733.648 $+2.733.648 $
BlackRock, Inc.BLK3.129.313 $+621.075 $
+24,8 %
2.508.238 $+2.508.238 $
BERKSHIRE HATHAWAY INCBRK-B2.742.724 $-342.802 $
-11,1 %
3.085.526 $+3.085.526 $
CITIGROUP INCC2.358.595 $+470.111 $
+24,9 %
1.888.484 $+1.888.484 $
ELI LILLY & CoLLY2.351.931 $+1.046.820 $
+80,2 %
1.305.111 $+1.305.111 $
JPMORGAN CHASE & COJPM2.197.313 $+139.797 $
+6,8 %
2.057.516 $+2.057.516 $
AMERICAN EXPRESS COAXP1.605.506 $+220.080 $
+15,9 %
1.385.426 $+1.385.426 $
NETFLIX INCNFLX1.198.328 $-246.371 $
-17,1 %
1.444.699 $+1.444.699 $
Walmart Inc.WMT1.428.791 $+165.005 $
+13,1 %
1.263.786 $+1.263.786 $
Booking Holdings Inc.BKNG1.110.278 $+51.600 $
+4,9 %
1.058.678 $+1.058.678 $
RTX CorpRTX1.108.123 $+485.986 $
+78,1 %
622.137 $+622.137 $
JOHNSON & JOHNSONJNJ1.087.358 $+191.842 $
+21,4 %
895.516 $+895.516 $
ISHARES GOLD TRUSTIAU979.397 $+441.772 $
+82,2 %
537.625 $+537.625 $
Constellation Energy CorpCEG960.684 $+118.493 $
+14,1 %
842.191 $+842.191 $
Mastercard IncMA951.760 $+64.574 $
+7,3 %
887.186 $+887.186 $
MORGAN STANLEYMS851.544 $+585.938 $
+220,6 %
265.606 $+265.606 $
EXXON MOBIL CORPXOM830.768 $+90.865 $
+12,3 %
739.903 $+739.903 $
EQT CorpEQT830.508 $+33.973 $
+4,3 %
796.535 $+796.535 $
AbbVie Inc.ABBV817.374 $+41.653 $
+5,4 %
775.721 $+775.721 $
PROCTER & GAMBLE CoPG771.848 $+49.530 $
+6,9 %
722.318 $+722.318 $
AMGEN INCAMGN759.438 $+146.311 $
+23,9 %
613.127 $+613.127 $
PEPSICO INCPEP754.646 $+80.376 $
+11,9 %
674.270 $+674.270 $
GENERAL DYNAMICS CORPGD694.438 $+28.533 $
+4,3 %
665.905 $+665.905 $
FIFTH THIRD BANCORPFITB653.327 $+31.899 $
+5,1 %
621.428 $+621.428 $
CHEVRON CORPCVX625.710 $+19.780 $
+3,3 %
605.930 $+605.930 $
COCA COLA COKO600.697 $+70.350 $
+13,3 %
530.347 $+530.347 $
Phillips 66PSX477.095 $+7.081 $
+1,5 %
470.014 $+470.014 $
CATERPILLAR INCCAT429.606 $+76.999 $
+21,8 %
352.607 $+352.607 $
LOCKHEED MARTIN CORPLMT382.933 $+20.575 $
+5,7 %
362.358 $+362.358 $
GOLDMAN SACHS GROUP INCGS378.290 $+378.290 $
Medtronic plcMDT352.399 $+20.259 $
+6,1 %
332.140 $+332.140 $
FREEPORT-MCMORAN INCFCX307.383 $-33.637 $
-9,9 %
341.020 $+341.020 $
ANALOG DEVICES INCADI330.339 $+31.299 $
+10,5 %
299.040 $+299.040 $
ADVANCED MICRO DEVICES INCAMD323.055 $+97.202 $
+43,0 %
225.853 $+225.853 $
MCKESSON CORPMCK283.742 $+283.742 $
Duke Energy CORPDUK265.996 $+15.285 $
+6,1 %
250.711 $+250.711 $
ASML HOLDING NVASML263.357 $+263.357 $
CONSOLIDATED EDISON INCED254.331 $+35.623 $
+16,3 %
218.708 $+218.708 $
EXELON CORPEXC252.688 $+28.259 $
+12,6 %
224.429 $+224.429 $
CENTERPOINT ENERGY INCCNP236.607 $+236.607 $
MERCADOLIBRE INCMELI201.426 $-32.268 $
-13,8 %
233.694 $+233.694 $
SCHWAB CHARLES CORPSCHW219.769 $+219.769 $
NEXTERA ENERGY INCNEE215.197 $+215.197 $
STEEL DYNAMICS INCSTLD209.145 $+209.145 $
ALLSTATE CORPALL201.625 $+201.625 $
Nu Holdings Ltd.NU176.110 $+176.110 $
139.872.185 $+15.664.114 $
+20,2 %
124.829.933 $+124.829.933 $
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