Investments: Goldenstone Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Goldenstone Wealth Management LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
134.269.892 $+3.762.976 $
+7,2 %
130.938.491 $+130.938.491 $
BANK OF AMERICA CORP /DE/BAC26.335.975 $+3.022.221 $
+13,0 %
23.313.754 $+23.313.754 $
WisdomTree, Inc.WT16.075.800 $+640.066 $
+4,1 %
15.435.734 $+15.435.734 $
TRUIST FINANCIAL CORPTFC14.243.060 $-582.953 $
-3,9 %
14.826.013 $+14.826.013 $
MORGAN STANLEYMS7.906.073 $+75.128 $
+1,0 %
7.830.945 $+7.830.945 $
MICROSOFT CORPMSFT6.155.105 $-1.511.863 $
-19,7 %
7.666.968 $+7.666.968 $
APPFOLIO INCAPPF6.699.133 $-470.115 $
-6,6 %
7.169.248 $+7.169.248 $
NVIDIA CORPNVDA5.437.865 $-289.649 $
-5,1 %
5.727.514 $+5.727.514 $
Alphabet Inc.GOOGL4.494.942 $-363.259 $
-7,5 %
4.858.201 $+4.858.201 $
AMAZON COM INCAMZN3.274.807 $-204.079 $
-5,9 %
3.478.886 $+3.478.886 $
APPLIED MATERIALS INC /DEAMAT3.135.612 $+780.626 $
+33,1 %
2.354.986 $+2.354.986 $
Meta Platforms, Inc.META2.595.158 $-345.828 $
-11,8 %
2.940.986 $+2.940.986 $
ASML HOLDING NVASML2.640.799 $+502.846 $
+23,5 %
2.137.953 $+2.137.953 $
BlackRock, Inc.BLK2.225.837 $+107.990 $
+5,1 %
2.117.847 $+2.117.847 $
LAM RESEARCH CORPLRCX2.220.590 $+852.254 $
+62,3 %
1.368.336 $+1.368.336 $
Broadcom Inc.AVGO2.053.304 $-144.107 $
-6,6 %
2.197.411 $+2.197.411 $
UNITEDHEALTH GROUP INCUNH1.685.560 $-368.145 $
-17,9 %
2.053.705 $+2.053.705 $
JPMORGAN CHASE & COJPM1.790.930 $-65.044 $
-3,5 %
1.855.974 $+1.855.974 $
ADVANCED MICRO DEVICES INCAMD1.811.256 $-41.567 $
-2,2 %
1.852.823 $+1.852.823 $
RAYMOND JAMES FINANCIAL INCRJF1.594.880 $-201.023 $
-11,2 %
1.795.903 $+1.795.903 $
NETFLIX INCNFLX1.763.911 $+226.584 $
+14,7 %
1.537.327 $+1.537.327 $
Tesla, Inc.TSLA1.435.724 $-263.799 $
-15,5 %
1.699.523 $+1.699.523 $
JOHNSON & JOHNSONJNJ1.463.352 $+216.754 $
+17,4 %
1.246.598 $+1.246.598 $
Walmart Inc.WMT1.378.754 $+138.005 $
+11,1 %
1.240.749 $+1.240.749 $
CATERPILLAR INCCAT1.147.035 $+183.784 $
+19,1 %
963.251 $+963.251 $
BERKSHIRE HATHAWAY INCBRK-B996.736 $-48.776 $
-4,7 %
1.045.512 $+1.045.512 $
NIKE, Inc.NKE756.058 $-155.617 $
-17,1 %
911.675 $+911.675 $
VISA INC.V826.093 $-78.504 $
-8,7 %
904.597 $+904.597 $
HOME DEPOT, INC.HD849.434 $-29.070 $
-3,3 %
878.504 $+878.504 $
GOLDMAN SACHS GROUP INCGS828.947 $-39.332 $
-4,5 %
868.279 $+868.279 $
DHJJ Financial Advisors, Ltd.782.822 $+782.822 $
OLD MISSION CAPITAL LLC731.624 $+514.332 $
+236,7 %
217.292 $+217.292 $
Mastercard IncMA676.659 $-52.852 $
-7,2 %
729.511 $+729.511 $
CSX CORPCSX581.761 $+68.026 $
+13,2 %
513.735 $+513.735 $
Vertiv Holdings CoVRT568.469 $+201.444 $
+54,9 %
367.025 $+367.025 $
EXXON MOBIL CORPXOM566.488 $+165.925 $
+41,4 %
400.563 $+400.563 $
VANGUARD GROUP INC505.776 $-39.149 $
-7,2 %
544.925 $+544.925 $
PRINCIPAL FINANCIAL GROUP INCPFG510.167 $-31.419 $
-5,8 %
541.586 $+541.586 $
Walt Disney CoDIS375.111 $-67.682 $
-15,3 %
442.793 $+442.793 $
Marvell Technology, Inc.MRVL404.062 $+71.355 $
+21,4 %
332.707 $+332.707 $
AbbVie Inc.ABBV359.309 $-17.517 $
-4,6 %
376.826 $+376.826 $
CHEVRON CORPCVX373.180 $+99.913 $
+36,6 %
273.267 $+273.267 $
AUTOMATIC DATA PROCESSING INCADP289.532 $-77.021 $
-21,0 %
366.553 $+366.553 $
HUMANA INCHUM232.169 $-110.789 $
-32,3 %
342.958 $+342.958 $
SYNOPSYS INCSNPS311.838 $-26.134 $
-7,7 %
337.972 $+337.972 $
KLA CORPKLAC296.874 $+67.877 $
+29,6 %
228.997 $+228.997 $
INTERNATIONAL BUSINESS MACHINES CORPIBM242.390 $-53.820 $
-18,2 %
296.210 $+296.210 $
LOCKHEED MARTIN CORPLMT292.765 $+29.269 $
+11,1 %
263.496 $+263.496 $
Blackstone Inc.BX204.625 $-84.269 $
-29,2 %
288.894 $+288.894 $
TEXAS INSTRUMENTS INCTXN260.506 $+39.241 $
+17,7 %
221.265 $+221.265 $
GENERAL ELECTRIC COGE226.516 $-33.226 $
-12,8 %
259.742 $+259.742 $
Marathon Petroleum CorpMPC255.901 $+255.901 $
ARM HOLDINGS PLC /UKARM253.311 $+253.311 $
GE Vernova Inc.GEV248.777 $+47.477 $
+23,6 %
201.300 $+201.300 $
Avery Dennison CorpAVY230.528 $-12.282 $
-5,1 %
242.810 $+242.810 $
RTX CorpRTX241.125 $+17.010 $
+7,6 %
224.115 $+224.115 $
Booking Holdings Inc.BKNG222.714 $+222.714 $
Philip Morris International Inc.PM219.737 $+6.565 $
+3,1 %
213.172 $+213.172 $
ROCKWELL AUTOMATION, INCROK208.861 $+208.861 $
Vistra Corp.VST205.140 $+205.140 $
134.269.892 $+3.762.976 $
+7,2 %
130.938.491 $+130.938.491 $
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