Investments: Momentum Wealth Planning, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Momentum Wealth Planning, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
70.301.361 $+90.291 $
-7,9 %
78.101.631 $+7.536.979 $
+56,7 %
70.246.282 $+2.527.484 $
+36,1 %
74.461.063 $+74.461.063 $
PRINCIPAL FINANCIAL GROUP INCPFG18.684.471 $-1.539.403 $
-7,6 %
20.223.874 $+1.953.333 $
+10,7 %
18.270.541 $+2.123.638 $
+13,2 %
16.146.903 $+16.146.903 $
BANK OF AMERICA CORP /DE/BAC16.301.821 $+3.113.547 $
+23,6 %
13.188.274 $+423.052 $
+3,3 %
12.765.222 $+1.471.165 $
+13,0 %
11.294.057 $+11.294.057 $
Alphabet Inc.GOOGL5.306.542 $-1.448.458 $
-21,4 %
6.755.000 $+3.950.972 $
+140,9 %
2.804.028 $+1.037.046 $
+58,7 %
1.766.982 $+1.766.982 $
Tesla, Inc.TSLA3.852.817 $-1.039.922 $
-21,3 %
4.892.739 $-188.315 $
-3,7 %
5.081.054 $+1.967.351 $
+63,2 %
3.113.703 $+3.113.703 $
Broadcom Inc.AVGO281.040 $-2.610.279 $
-90,3 %
2.891.319 $+2.496.417 $
+632,2 %
394.902 $-4.425.665 $
-91,8 %
4.820.567 $+4.820.567 $
Meta Platforms, Inc.META937.721 $+319.877 $
+51,8 %
617.844 $-3.614.388 $
-85,4 %
4.232.232 $-348.355 $
-7,6 %
4.580.587 $+4.580.587 $
APPFOLIO INCAPPF776.905 $-3.693.289 $
-82,6 %
4.470.194 $+3.777.855 $
+545,7 %
692.339 $+58.364 $
+9,2 %
633.975 $+633.975 $
GOLDMAN SACHS GROUP INCGS840.068 $-2.071.180 $
-71,1 %
2.911.248 $-118.864 $
-3,9 %
3.030.112 $-1.408.896 $
-31,7 %
4.439.008 $+4.439.008 $
Walmart Inc.WMT279.911 $-3.254.934 $
-92,1 %
3.534.845 $+3.534.845 $
FREEPORT-MCMORAN INCFCX3.459.330 $+3.459.330 $
NEXSTAR MEDIA GROUP, INC.NXST2.925.649 $-359.497 $
-10,9 %
3.285.146 $+85.911 $
+2,7 %
3.199.235 $+401.077 $
+14,3 %
2.798.158 $+2.798.158 $
NVIDIA CORPNVDA1.948.511 $-1.204.831 $
-38,2 %
3.153.342 $-64.216 $
-2,0 %
3.217.558 $+401.681 $
+14,3 %
2.815.877 $+2.815.877 $
MICRON TECHNOLOGY INCMU3.092.946 $+3.092.946 $
AMAZON COM INCAMZN2.599.626 $-407.728 $
-13,6 %
3.007.354 $+222.987 $
+8,0 %
2.784.367 $-59.366 $
-2,1 %
2.843.733 $+2.843.733 $
JPMORGAN CHASE & COJPM2.115.374 $-890.317 $
-29,6 %
3.005.691 $+1.238.400 $
+70,1 %
1.767.291 $+1.767.291 $
JOHNSON & JOHNSONJNJ2.644.596 $+2.644.596 $
NETFLIX INCNFLX704.780 $+17.519 $
+2,5 %
687.261 $-333.020 $
-32,6 %
1.020.281 $-1.454.431 $
-58,8 %
2.474.712 $+2.474.712 $
ORACLE CORPORCL1.542.128 $-932.503 $
-37,7 %
2.474.631 $+2.474.631 $
LAM RESEARCH CORPLRCX2.381.616 $+2.381.616 $
MICROSOFT CORPMSFT230.203 $-2.028.059 $
-89,8 %
2.258.262 $+2.020.997 $
+851,8 %
237.265 $+237.265 $
Reddit, Inc.RDDT2.065.262 $+675.911 $
+48,6 %
1.389.351 $+1.389.351 $
STATE STREET CORPSTT1.930.414 $-25.422 $
-1,3 %
1.955.836 $-9.920 $
-0,5 %
1.965.756 $+1.965.756 $
BERKSHIRE HATHAWAY INCBRK-B1.360.156 $+1.360.156 $
SHOPIFY INC.SHOP1.170.106 $+920.590 $
+369,0 %
249.516 $-186.853 $
-42,8 %
436.369 $+436.369 $
CATERPILLAR INCCAT1.012.363 $+1.012.363 $
ELI LILLY & CoLLY960.240 $+960.240 $
Rocket Companies, Inc.RKT220.875 $-26.933 $
-10,9 %
247.808 $-678.912 $
-73,3 %
926.720 $+926.720 $
MERCADOLIBRE INCMELI601.699 $-99.263 $
-14,2 %
700.962 $-112.293 $
-13,8 %
813.255 $-96.288 $
-10,6 %
909.543 $+909.543 $
SPDR GOLD TRUSTGLD796.037 $+82.679 $
+11,6 %
713.358 $+713.358 $
Daiwa Securities Group Inc.DSEEY710.305 $+381.866 $
+116,3 %
328.439 $+328.439 $
Uber Technologies, IncUBER513.792 $-77.163 $
-13,1 %
590.955 $+47.109 $
+8,7 %
543.846 $+543.846 $
BlackRock Fund Advisors539.876 $+539.876 $
GE Vernova Inc.GEV367.960 $+367.960 $
Booking Holdings Inc.BKNG265.250 $-72.136 $
-21,4 %
337.386 $-2.768 $
-0,8 %
340.154 $-24.568 $
-6,7 %
364.722 $+364.722 $
Astera Labs, Inc.ALAB349.023 $+349.023 $
Arista Networks, Inc.ANET216.093 $-14.520 $
-6,3 %
230.613 $-25.837 $
-10,1 %
256.450 $+256.450 $
Constellation Energy CorpCEG245.620 $+245.620 $
Apple Hospitality REIT, Inc.APLE174.128 $-5.430 $
-3,0 %
179.558 $-21.753 $
-10,8 %
201.311 $-29.588 $
-12,8 %
230.899 $+230.899 $
CHIPOTLE MEXICAN GRILL INCCMG210.563 $+210.563 $
70.301.361 $+90.291 $
-7,9 %
78.101.631 $+7.536.979 $
+56,7 %
70.246.282 $+2.527.484 $
+36,1 %
74.461.063 $+74.461.063 $
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