Investments: SHRIER 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ ($)QoQ (%)
203.651.546 $+203.651.546 $
BANK OF AMERICA CORP /DE/BAC115.411.503 $+115.411.503 $
SPS COMMERCE INCSPSC9.902.994 $+9.902.994 $
JPMORGAN CHASE & COJPM6.801.210 $+6.801.210 $
ISHARES GOLD TRUSTIAU4.466.379 $+4.466.379 $
EXXON MOBIL CORPXOM3.992.814 $+3.992.814 $
ENBRIDGE INCENB3.921.677 $+3.921.677 $
ALPHA PRO TECH LTDAPT3.876.057 $+3.876.057 $
APPFOLIO INCAPPF3.734.863 $+3.734.863 $
Walmart Inc.WMT3.508.299 $+3.508.299 $
NOVARTIS AGNVS3.319.496 $+3.319.496 $
COCA COLA COKO3.318.464 $+3.318.464 $
CHEVRON CORPCVX2.858.375 $+2.858.375 $
BHP Group LtdBHP2.629.598 $+2.629.598 $
JOHNSON & JOHNSONJNJ2.578.943 $+2.578.943 $
PROCTER & GAMBLE CoPG2.484.068 $+2.484.068 $
BlackRock, Inc.BLK2.448.576 $+2.448.576 $
PEPSICO INCPEP1.834.892 $+1.834.892 $
VERIZON COMMUNICATIONS INCVZ1.816.809 $+1.816.809 $
WEYERHAEUSER COWY1.681.639 $+1.681.639 $
CITIGROUP INCC1.666.542 $+1.666.542 $
BERKSHIRE HATHAWAY INCBRK-B1.615.517 $+1.615.517 $
REALTY INCOME CORPO1.422.991 $+1.422.991 $
FREEPORT-MCMORAN INCFCX1.419.935 $+1.419.935 $
RIO TINTO PLCRIO1.279.648 $+1.279.648 $
PFIZER INCPFE1.123.318 $+1.123.318 $
UNITED PARCEL SERVICE INCUPS1.098.807 $+1.098.807 $
Walt Disney CoDIS1.090.690 $+1.090.690 $
MICROSOFT CORPMSFT1.033.996 $+1.033.996 $
3M COMMM923.991 $+923.991 $
AMGEN INCAMGN827.758 $+827.758 $
AGNICO EAGLE MINES LTDAEM823.577 $+823.577 $
DIAGEO PLCDEO821.298 $+821.298 $
NVIDIA CORPNVDA771.803 $+771.803 $
AMAZON COM INCAMZN727.083 $+727.083 $
Shell plcSHEL707.242 $+707.242 $
AbbVie Inc.ABBV687.983 $+687.983 $
WELLTOWER INC.WELL536.573 $+536.573 $
Medtronic plcMDT440.819 $+440.819 $
SOUTHERN COSO422.906 $+422.906 $
INTEL CORPINTC417.524 $+417.524 $
BARRICK MINING CORPB405.102 $+405.102 $
EMERSON ELECTRIC COEMR362.072 $+362.072 $
AMERICAN EXPRESS COAXP327.406 $+327.406 $
CATERPILLAR INCCAT299.394 $+299.394 $
FASTENAL COFAST296.556 $+296.556 $
EQT CorpEQT296.111 $+296.111 $
BARCLAYS PLCBCS279.543 $+279.543 $
MCDONALDS CORPMCD258.482 $+258.482 $
SanofiSNY242.445 $+242.445 $
Viatris IncVTRS230.568 $+230.568 $
NETFLIX INCNFLX207.210 $+207.210 $
203.651.546 $+203.651.546 $
Erweitert ×