Investments: WEALTHEDGE INVESTMENT ADVISORS, 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 (%)
215.026.370 $+7.060.854 $
+16,6 %
210.166.938 $+210.166.938 $
BANK OF AMERICA CORP /DE/BAC131.924.373 $-16.012.548 $
-10,8 %
147.936.921 $+147.936.921 $
MICROSOFT CORPMSFT10.062.714 $+1.528.550 $
+17,9 %
8.534.164 $+8.534.164 $
NVIDIA CORPNVDA9.399.289 $+2.648.872 $
+39,2 %
6.750.417 $+6.750.417 $
ALPHA PRO TECH LTDAPT8.489.923 $+4.207.254 $
+98,2 %
4.282.669 $+4.282.669 $
APPFOLIO INCAPPF8.016.761 $+1.574.407 $
+24,4 %
6.442.354 $+6.442.354 $
UNITED PARCEL SERVICE INCUPS6.311.011 $+1.850.198 $
+41,5 %
4.460.813 $+4.460.813 $
ELI LILLY & CoLLY4.957.709 $+3.603.245 $
+266,0 %
1.354.464 $+1.354.464 $
RLI CORPRLI4.010.906 $+687.817 $
+20,7 %
3.323.089 $+3.323.089 $
SPS COMMERCE INCSPSC3.851.737 $+372.397 $
+10,7 %
3.479.340 $+3.479.340 $
AMAZON COM INCAMZN3.575.171 $+138.242 $
+4,0 %
3.436.929 $+3.436.929 $
JANE STREET GROUP, LLC3.307.316 $+1.516.989 $
+84,7 %
1.790.327 $+1.790.327 $
UNITEDHEALTH GROUP INCUNH2.324.239 $+546.722 $
+30,8 %
1.777.517 $+1.777.517 $
BERKSHIRE HATHAWAY INCBRK-B1.761.105 $-6.116 $
-0,3 %
1.767.221 $+1.767.221 $
PALATIN TECHNOLOGIES INCPTNT1.197.146 $-467.984 $
-28,1 %
1.665.130 $+1.665.130 $
LINDE PLCLIN1.547.804 $+1.547.804 $
GENERAL ELECTRIC COGE1.505.260 $+62.033 $
+4,3 %
1.443.227 $+1.443.227 $
AppLovin CorpAPP1.389.417 $-15.329 $
-1,1 %
1.404.746 $+1.404.746 $
AUTOZONE INCAZO1.224.332 $+1.224.332 $
NETFLIX INCNFLX214.710 $-911.076 $
-80,9 %
1.125.786 $+1.125.786 $
CONOCOPHILLIPSCOP796.300 $-279.543 $
-26,0 %
1.075.843 $+1.075.843 $
FISERV INCFISV1.031.597 $+1.031.597 $
JPMORGAN CHASE & COJPM973.135 $+17.750 $
+1,9 %
955.385 $+955.385 $
CELESTICA INCCLS745.546 $+745.546 $
Strategy IncMSTR731.094 $+731.094 $
ORACLE CORPORCL724.782 $+724.782 $
Vertiv Holdings CoVRT632.163 $+309.624 $
+96,0 %
322.539 $+322.539 $
Aon plcAON623.224 $-6.891 $
-1,1 %
630.115 $+630.115 $
Rocket Lab CorpRKLB608.447 $+608.447 $
EMERSON ELECTRIC COEMR548.462 $+6.497 $
+1,2 %
541.965 $+541.965 $
Orion S.A.OEC253.445 $-270.386 $
-51,6 %
523.831 $+523.831 $
Walmart Inc.WMT514.583 $+34.136 $
+7,1 %
480.447 $+480.447 $
INCYTE CORPINCY491.381 $+491.381 $
MCDONALDS CORPMCD433.514 $+9.458 $
+2,2 %
424.056 $+424.056 $
MICRON TECHNOLOGY INCMU361.079 $+361.079 $
VERIZON COMMUNICATIONS INCVZ351.877 $+93.129 $
+36,0 %
258.748 $+258.748 $
Mastercard IncMA337.387 $+796 $
+0,2 %
336.591 $+336.591 $
Walt Disney CoDIS314.720 $-14.156 $
-4,3 %
328.876 $+328.876 $
CULP INCCULP247.801 $-75.348 $
-23,3 %
323.149 $+323.149 $
MANULIFE FINANCIAL CORPMFC231.028 $+231.028 $
STARBUCKS CORPSBUX228.198 $-790 $
-0,3 %
228.988 $+228.988 $
CATERPILLAR INCCAT225.549 $+225.549 $
CONSOLIDATED EDISON INCED212.296 $-2.533 $
-1,2 %
214.829 $+214.829 $
AbbVie Inc.ABBV211.842 $-1.708 $
-0,8 %
213.550 $+213.550 $
GOLDMAN SACHS GROUP INCGS207.536 $+207.536 $
FS Credit Opportunities Corp.FSCO119.883 $-11.607 $
-8,8 %
131.490 $+131.490 $
215.026.370 $+7.060.854 $
+16,6 %
210.166.938 $+210.166.938 $
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