Investments: Family Legacy Financial Solutions, 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 (%)
92.114 $-98.468.418 $
-99,9 %
100.150.073 $+7.098.200 $
+81,5 %
93.409.020 $+93.409.020 $
BANK OF AMERICA CORP /DE/BAC46.180 $-52.036.011 $
-99,9 %
52.082.191 $+2.963.403 $
+6,0 %
49.118.788 $+49.118.788 $
ADVANCED MICRO DEVICES INCAMD13.851 $-9.671.384 $
-99,9 %
9.685.235 $+1.185.000 $
+13,9 %
8.500.235 $+8.500.235 $
MORGAN STANLEYMS2.060 $-8.321.176 $
-100,0 %
8.323.236 $+1.657.697 $
+24,9 %
6.665.539 $+6.665.539 $
ELI LILLY & CoLLY9.019 $-6.692.058 $
-99,9 %
6.701.077 $+2.458 $
+0,0 %
6.698.619 $+6.698.619 $
STRYKER CORPSYK3.944 $-4.042.464 $
-99,9 %
4.046.408 $-237.746 $
-5,5 %
4.284.154 $+4.284.154 $
NVIDIA CORPNVDA2.657 $-2.655.139 $
-99,9 %
2.657.796 $+680.224 $
+34,4 %
1.977.572 $+1.977.572 $
Palo Alto Networks IncPANW2.081 $-2.278.354 $
-99,9 %
2.280.435 $+177.596 $
+8,4 %
2.102.839 $+2.102.839 $
SAP SESAP1.304 $-1.538.360 $
-99,9 %
1.539.664 $-232.032 $
-13,1 %
1.771.696 $+1.771.696 $
MICROSOFT CORPMSFT1.330 $-1.328.129 $
-99,9 %
1.329.459 $+95.062 $
+7,7 %
1.234.397 $+1.234.397 $
Veralto CorpVLTO968 $-1.157.091 $
-99,9 %
1.158.059 $+14.894 $
+1,3 %
1.143.165 $+1.143.165 $
LINDE PLCLIN748 $-1.121.183 $
-99,9 %
1.121.931 $+135.124 $
+13,7 %
986.807 $+986.807 $
CUMMINS INCCMI1.119 $-952.460 $
-99,9 %
953.579 $+236.355 $
+33,0 %
717.224 $+717.224 $
DOVER CorpDOV1.107 $-894.976 $
-99,9 %
896.083 $+284.812 $
+46,6 %
611.271 $+611.271 $
Fortive CorpFTV895 $-878.164 $
-99,9 %
879.059 $+271.078 $
+44,6 %
607.981 $+607.981 $
ANALOG DEVICES INCADI1.008 $-839.777 $
-99,9 %
840.785 $+13.158 $
+1,6 %
827.627 $+827.627 $
APPFOLIO INCAPPF734 $-740.898 $
-99,9 %
741.632 $+41.582 $
+5,9 %
700.050 $+700.050 $
FORD MOTOR COF333 $-386.179 $
-99,9 %
386.512 $-148.368 $
-27,7 %
534.880 $+534.880 $
LOCKHEED MARTIN CORPLMT273 $-405.945 $
-99,9 %
406.218 $-79.623 $
-16,4 %
485.841 $+485.841 $
JOHNSON & JOHNSONJNJ335 $-357.741 $
-99,9 %
358.076 $-64.535 $
-15,3 %
422.611 $+422.611 $
CONSOLIDATED EDISON INCED291 $-346.032 $
-99,9 %
346.323 $-65.885 $
-16,0 %
412.208 $+412.208 $
AbbVie Inc.ABBV358 $-362.218 $
-99,9 %
362.576 $+72.007 $
+24,8 %
290.569 $+290.569 $
BERKSHIRE HATHAWAY INCBRK-B328 $-327.309 $
-99,9 %
327.637 $+7.174 $
+2,2 %
320.463 $+320.463 $
AMAZON COM INCAMZN262 $-267.394 $
-99,9 %
267.656 $-48.046 $
-15,2 %
315.702 $+315.702 $
Duke Energy CORPDUK288 $-309.430 $
-99,9 %
309.718 $+9.510 $
+3,2 %
300.208 $+300.208 $
PEPSICO INCPEP164.994 $-90.152 $
-35,3 %
255.146 $+255.146 $
HOLOGIC INCHOLX246 $-220.919 $
-99,9 %
221.165 $+10.192 $
+4,8 %
210.973 $+210.973 $
BlackRock, Inc.BLK201.907 $+165.783 $
+458,9 %
36.124 $+36.124 $
GARMIN LTDGRMN187.674 $-13.160 $
-6,6 %
200.834 $+200.834 $
BIO-TECHNE CorpTECH233 $-186.684 $
-99,9 %
186.917 $+13.894 $
+8,0 %
173.023 $+173.023 $
Ralliant CorpRAL177.905 $+177.905 $
Vertiv Holdings CoVRT162 $-150.943 $
-99,9 %
151.105 $+22.522 $
+17,5 %
128.583 $+128.583 $
CHIPOTLE MEXICAN GRILL INCCMG46.009 $-94.197 $
-67,2 %
140.206 $+140.206 $
SPS COMMERCE INCSPSC129.747 $+18.180 $
+16,3 %
111.567 $+111.567 $
DEXCOM INCDXCM65.339 $-34.869 $
-34,8 %
100.208 $+100.208 $
BECTON DICKINSON & COBDX92.491 $+92.491 $
DELTA AIR LINES, INC.DAL88.244 $+24.067 $
+37,5 %
64.177 $+64.177 $
Vontier CorpVNT79.644 $+79.644 $
ORACLE CORPORCL77.341 $+17.218 $
+28,6 %
60.123 $+60.123 $
BIOCRYST PHARMACEUTICALS INCBCRX52.568 $-19.344 $
-26,9 %
71.912 $+71.912 $
CHEVRON CORPCVX70.983 $+5.040 $
+7,6 %
65.943 $+65.943 $
ALPHA PRO TECH LTDAPT52.422 $+13.465 $
+34,6 %
38.957 $+38.957 $
COCA COLA COKO42.892 $-2.643 $
-5,8 %
45.535 $+45.535 $
CATERPILLAR INCCAT39.180 $+7.419 $
+23,4 %
31.761 $+31.761 $
PALATIN TECHNOLOGIES INCPTNT36.484 $+5.131 $
+16,4 %
31.353 $+31.353 $
MCDONALDS CORPMCD33.732 $+1.302 $
+4,0 %
32.430 $+32.430 $
JPMORGAN CHASE & COJPM32.805 $+17.150 $
+109,5 %
15.655 $+15.655 $
Mastercard IncMA26.207 $+351 $
+1,4 %
25.856 $+25.856 $
STARBUCKS CORPSBUX22.351 $-1.690 $
-7,0 %
24.041 $+24.041 $
FEDEX CORPFDX23.581 $+850 $
+3,7 %
22.731 $+22.731 $
BOEING COBA21.583 $+21.583 $
ETSY INCETSY11.751 $-8.062 $
-40,7 %
19.813 $+19.813 $
BHP Group LtdBHP19.033 $+2.968 $
+18,5 %
16.065 $+16.065 $
QuantumScape CorpQS17.248 $+17.248 $
Walmart Inc.WMT16.696 $+856 $
+5,4 %
15.840 $+15.840 $
EXXON MOBIL CORPXOM14.969 $+783 $
+5,5 %
14.186 $+14.186 $
Phillips 66PSX13.602 $+1.672 $
+14,0 %
11.930 $+11.930 $
Walt Disney CoDIS9.363 $-1.128 $
-10,8 %
10.491 $+10.491 $
CONOCOPHILLIPSCOP9.459 $+9.459 $
PPL CorpPPL9.104 $+801 $
+9,6 %
8.303 $+8.303 $
EMERSON ELECTRIC COEMR7.477 $-122 $
-1,6 %
7.599 $+7.599 $
AT&T INC.T5.781 $+5.646 $
+4.182,2 %
135 $+135 $
PROCTER & GAMBLE CoPG4.742 $-155 $
-3,2 %
4.897 $+4.897 $
Sea LtdSE4.798 $+4.798 $
STANTEC INCSTN4.528 $-36 $
-0,8 %
4.564 $+4.564 $
Bloom Energy CorpBE4.398 $+3.155 $
+253,8 %
1.243 $+1.243 $
NUCOR CORPNUE3.927 $+171 $
+4,6 %
3.756 $+3.756 $
PFIZER INCPFE3.593 $+2.570 $
+251,2 %
1.023 $+1.023 $
TE Connectivity plcTEL3.293 $+763 $
+30,2 %
2.530 $+2.530 $
COLGATE PALMOLIVE COCL2.760 $-359 $
-11,5 %
3.119 $+3.119 $
SCHWAB CHARLES CORPSCHW3.055 $+136 $
+4,7 %
2.919 $+2.919 $
SYSCO CORPSYY2.784 $+240 $
+9,4 %
2.544 $+2.544 $
Kraft Heinz CoKHC2.604 $+2.604 $
DEERE & CODE2.286 $-256 $
-10,1 %
2.542 $+2.542 $
Perella Weinberg PartnersPWP1.242 $+1.242 $
Ardmore Shipping CorpASC960 $+960 $
HUBSPOT INCHUBS468 $-88 $
-15,8 %
556 $+556 $
CVS HEALTH CorpCVS259 $+25 $
+10,7 %
234 $+234 $
BARCLAYS BANK PLCATMP199 $+199 $
Viatris IncVTRS119 $+119 $
Grayscale Bitcoin Mini Trust ETFBTC95 $+95 $
AURORA CANNABIS INCACB12 $+12 $
92.114 $-98.468.418 $
-99,9 %
100.150.073 $+7.098.200 $
+81,5 %
93.409.020 $+93.409.020 $
Erweitert ×