Investments: Nvest Wealth Strategies, Inc.

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 (%)
84.041.389 $+84.041.389 $
BANK OF AMERICA CORP /DE/BAC75.916.035 $+75.916.035 $
GOLDMAN SACHS GROUP INCGS2.688.459 $+2.688.459 $
NVIDIA CORPNVDA2.222.955 $+2.222.955 $
APPFOLIO INCAPPF572.362 $+572.362 $
Cambridge Investment Research Advisors, Inc.433.692 $+433.692 $
AMAZON COM INCAMZN270.983 $+270.983 $
PALATIN TECHNOLOGIES INCPTNT171.174 $+171.174 $
BP PLCBP136.003 $+136.003 $
PROCTER & GAMBLE CoPG132.419 $+132.419 $
MICROSOFT CORPMSFT123.927 $+123.927 $
CATERPILLAR INCCAT110.194 $+110.194 $
ALPHA PRO TECH LTDAPT107.228 $+107.228 $
MCDONALDS CORPMCD78.963 $+78.963 $
STERIS plcSTE70.226 $+70.226 $
JPMORGAN CHASE & COJPM62.189 $+62.189 $
ELI LILLY & CoLLY60.500 $+60.500 $
AbbVie Inc.ABBV60.091 $+60.091 $
GENERAL ELECTRIC COGE57.933 $+57.933 $
JOHNSON & JOHNSONJNJ56.504 $+56.504 $
SPS COMMERCE INCSPSC53.502 $+53.502 $
abrdn Gold ETF TrustSGOL51.350 $+51.350 $
STEEL DYNAMICS INCSTLD42.363 $+42.363 $
EXXON MOBIL CORPXOM31.822 $+31.822 $
MORGAN STANLEYMS30.891 $+30.891 $
RIO TINTO PLCRIO27.771 $+27.771 $
HALLIBURTON COHAL25.434 $+25.434 $
KINROSS GOLD CORPKGC22.528 $+22.528 $
ASGN IncASGN22.448 $+22.448 $
Accenture plcACN21.464 $+21.464 $
ASML HOLDING NVASML20.328 $+20.328 $
EMERSON ELECTRIC COEMR19.908 $+19.908 $
FREEPORT-MCMORAN INCFCX19.809 $+19.809 $
RTX CorpRTX19.441 $+19.441 $
GATX CORPGATX16.112 $+16.112 $
NETFLIX INCNFLX15.565 $+15.565 $
AMERICAN EXPRESS COAXP15.538 $+15.538 $
DEERE & CODE14.772 $+14.772 $
PFIZER INCPFE12.450 $+12.450 $
Aon plcAON11.293 $+11.293 $
ALLSTATE CORPALL10.408 $+10.408 $
SCHWAB CHARLES CORPSCHW10.291 $+10.291 $
UNITED PARCEL SERVICE INCUPS9.919 $+9.919 $
DOVER CorpDOV9.762 $+9.762 $
Mastercard IncMA9.705 $+9.705 $
VERIZON COMMUNICATIONS INCVZ8.921 $+8.921 $
PEPSICO INCPEP8.612 $+8.612 $
PIPER SANDLER COMPANIESPIPR8.493 $+8.493 $
ADVANCED MICRO DEVICES INCAMD8.353 $+8.353 $
ORACLE CORPORCL8.304 $+8.304 $
SBA COMMUNICATIONS CORPSBAC8.125 $+8.125 $
FEDEX CORPFDX7.800 $+7.800 $
HP INCHPQ7.798 $+7.798 $
CHEVRON CORPCVX6.859 $+6.859 $
FORD MOTOR COF6.193 $+6.193 $
SCOTTS MIRACLE-GRO COSMG5.835 $+5.835 $
COCA COLA COKO5.593 $+5.593 $
CVS HEALTH CorpCVS5.556 $+5.556 $
MASTEC INCMTZ5.435 $+5.435 $
Moelis & CoMC5.156 $+5.156 $
CONOCOPHILLIPSCOP5.149 $+5.149 $
Star Bulk Carriers Corp.SBLK5.036 $+5.036 $
3M COMMM4.803 $+4.803 $
UNITEDHEALTH GROUP INCUNH4.622 $+4.622 $
GENCO SHIPPING & TRADING LTDGNK4.608 $+4.608 $
BlackRock, Inc.BLK4.155 $+4.155 $
CHIPOTLE MEXICAN GRILL INCCMG3.700 $+3.700 $
ENBRIDGE INCENB3.588 $+3.588 $
Navitas Semiconductor CorpNVTS3.478 $+3.478 $
FORWARD AIR CORPFWRD3.000 $+3.000 $
NICOLET BANKSHARES INCNIC2.549 $+2.549 $
GSK plcGSK2.354 $+2.354 $
Planet Labs PBCPL1.972 $+1.972 $
ROYAL GOLD INCRGLD1.334 $+1.334 $
CARMAX INCKMX1.276 $+1.276 $
Walt Disney CoDIS1.273 $+1.273 $
INTEL CORPINTC1.181 $+1.181 $
KROGER COKR1.084 $+1.084 $
Palo Alto Networks IncPANW921 $+921 $
Haleon plcHLN607 $+607 $
Solventum CorpSOLV555 $+555 $
NOVAVAX INCNVAX390 $+390 $
PLUG POWER INCPLUG10 $+10 $
84.041.389 $+84.041.389 $
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