Investments: CrossGen Wealth, 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 (%)
108.012.354 $+108.012.354 $
BANK OF AMERICA CORP /DE/BAC58.482.656 $+58.482.656 $
APPFOLIO INCAPPF5.789.265 $+5.789.265 $
MICROSOFT CORPMSFT5.773.623 $+5.773.623 $
ALPHA PRO TECH LTDAPT4.978.754 $+4.978.754 $
JPMORGAN CHASE & COJPM4.440.600 $+4.440.600 $
Walmart Inc.WMT4.419.864 $+4.419.864 $
AMAZON COM INCAMZN3.868.543 $+3.868.543 $
GOLDMAN SACHS GROUP INCGS3.601.817 $+3.601.817 $
Eaton Corp plcETN2.979.940 $+2.979.940 $
JOHNSON & JOHNSONJNJ1.785.597 $+1.785.597 $
SPS COMMERCE INCSPSC1.667.672 $+1.667.672 $
Medtronic plcMDT1.250.377 $+1.250.377 $
AbbVie Inc.ABBV1.169.148 $+1.169.148 $
REALTY INCOME CORPO839.521 $+839.521 $
ORACLE CORPORCL778.857 $+778.857 $
FORD MOTOR COF579.858 $+579.858 $
Trane Technologies plcTT517.592 $+517.592 $
NVIDIA CORPNVDA427.237 $+427.237 $
CHEVRON CORPCVX367.327 $+367.327 $
Phillips 66PSX274.237 $+274.237 $
BERKSHIRE HATHAWAY INCBRK-B273.944 $+273.944 $
RTX CorpRTX263.340 $+263.340 $
YUM BRANDS INCYUM249.612 $+249.612 $
EXXON MOBIL CORPXOM239.356 $+239.356 $
Duke Energy CORPDUK226.712 $+226.712 $
Aon plcAON224.432 $+224.432 $
INTUITIVE SURGICAL INCISRG213.518 $+213.518 $
LOCKHEED MARTIN CORPLMT206.962 $+206.962 $
3M COMMM198.684 $+198.684 $
PEPSICO INCPEP159.020 $+159.020 $
METLIFE INCMET150.721 $+150.721 $
NUCOR CORPNUE138.644 $+138.644 $
DOLLAR GENERAL CORPDG123.476 $+123.476 $
BP PLCBP111.675 $+111.675 $
Accenture plcACN108.290 $+108.290 $
TYLER TECHNOLOGIES INCTYL96.237 $+96.237 $
VERIZON COMMUNICATIONS INCVZ81.906 $+81.906 $
PALATIN TECHNOLOGIES INCPTNT75.544 $+75.544 $
AMGEN INCAMGN73.921 $+73.921 $
MCDONALDS CORPMCD65.154 $+65.154 $
ALLSTATE CORPALL63.811 $+63.811 $
COCA COLA COKO60.262 $+60.262 $
PROCTER & GAMBLE CoPG54.475 $+54.475 $
CSX CORPCSX54.022 $+54.022 $
SOUTHERN COSO51.596 $+51.596 $
EQUINIX INCEQIX46.125 $+46.125 $
STERIS plcSTE45.887 $+45.887 $
NETFLIX INCNFLX36.566 $+36.566 $
UNITED PARCEL SERVICE INCUPS33.440 $+33.440 $
EMERSON ELECTRIC COEMR30.658 $+30.658 $
NOVARTIS AGNVS28.452 $+28.452 $
LIGHTBRIDGE CorpLTBR25.710 $+25.710 $
BOEING COBA25.620 $+25.620 $
Solventum CorpSOLV24.564 $+24.564 $
GENERAL ELECTRIC COGE20.638 $+20.638 $
UNITEDHEALTH GROUP INCUNH19.807 $+19.807 $
ROPER TECHNOLOGIES INCROP15.580 $+15.580 $
CONSOLIDATED EDISON INCED14.898 $+14.898 $
MICROCHIP TECHNOLOGY INCMCHP14.845 $+14.845 $
DIAGEO PLCDEO14.117 $+14.117 $
CITIGROUP INCC13.678 $+13.678 $
Synchrony FinancialSYF10.059 $+10.059 $
NEXTERA ENERGY INCNEE7.707 $+7.707 $
PFIZER INCPFE5.204 $+5.204 $
CVS HEALTH CorpCVS4.937 $+4.937 $
PRECISION BIOSCIENCES INCDTIL4.160 $+4.160 $
Walt Disney CoDIS2.662 $+2.662 $
NEOGEN CORPNEOG2.223 $+2.223 $
ADVANCE AUTO PARTS INCAAP1.980 $+1.980 $
INTEL CORPINTC1.845 $+1.845 $
Chemours CoCC1.191 $+1.191 $
SYSCO CORPSYY1.032 $+1.032 $
AT&T INC.T298 $+298 $
Worksport LtdWKSP277 $+277 $
Viatris IncVTRS261 $+261 $
FISERV INCFISV134 $+134 $
108.012.354 $+108.012.354 $
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