Investments: Merited 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 (%)
69.404.258 $+69.404.258 $
BANK OF AMERICA CORP /DE/BAC58.581.908 $+58.581.908 $
APPFOLIO INCAPPF1.697.492 $+1.697.492 $
BlackRock, Inc.BLK1.580.002 $+1.580.002 $
MICROSOFT CORPMSFT1.139.893 $+1.139.893 $
ELI LILLY & CoLLY972.585 $+972.585 $
ALPHA PRO TECH LTDAPT964.332 $+964.332 $
Walmart Inc.WMT526.413 $+526.413 $
UNITEDHEALTH GROUP INCUNH430.464 $+430.464 $
MICRON TECHNOLOGY INCMU367.037 $+367.037 $
NVIDIA CORPNVDA307.914 $+307.914 $
AMAZON COM INCAMZN295.912 $+295.912 $
JPMORGAN CHASE & COJPM190.109 $+190.109 $
BROWN & BROWN, INC.BRO189.447 $+189.447 $
HEICO CORPHEI184.628 $+184.628 $
ORACLE CORPORCL116.166 $+116.166 $
JOHNSON & JOHNSONJNJ104.303 $+104.303 $
ROPER TECHNOLOGIES INCROP93.477 $+93.477 $
SOUTHERN COSO84.497 $+84.497 $
GOLDMAN SACHS GROUP INCGS77.352 $+77.352 $
GENERAL ELECTRIC COGE73.619 $+73.619 $
COCA COLA COKO68.023 $+68.023 $
Eaton Corp plcETN63.383 $+63.383 $
AMERICAN EXPRESS COAXP62.892 $+62.892 $
Shell plcSHEL59.519 $+59.519 $
BERKSHIRE HATHAWAY INCBRK-B55.292 $+55.292 $
PFIZER INCPFE52.913 $+52.913 $
EXXON MOBIL CORPXOM51.144 $+51.144 $
INTUITIVE SURGICAL INCISRG50.972 $+50.972 $
Nebius Group N.V.NBIS50.376 $+50.376 $
BOSTON SCIENTIFIC CORPBSX49.868 $+49.868 $
UNITED PARCEL SERVICE INCUPS46.917 $+46.917 $
Mastercard IncMA42.816 $+42.816 $
PACCAR INCPCAR41.613 $+41.613 $
NEXTERA ENERGY INCNEE40.140 $+40.140 $
GENERAL DYNAMICS CORPGD39.389 $+39.389 $
EMERSON ELECTRIC COEMR35.834 $+35.834 $
Accenture plcACN34.074 $+34.074 $
Booking Holdings Inc.BKNG32.131 $+32.131 $
CHEVRON CORPCVX31.244 $+31.244 $
PROCTER & GAMBLE CoPG29.522 $+29.522 $
Medtronic plcMDT29.298 $+29.298 $
MPLX LPMPLX29.087 $+29.087 $
UNILEVER PLCUL29.038 $+29.038 $
Walt Disney CoDIS25.371 $+25.371 $
NETFLIX INCNFLX25.315 $+25.315 $
Ferrovial SEFER24.939 $+24.939 $
ADVANCED MICRO DEVICES INCAMD23.772 $+23.772 $
MCDONALDS CORPMCD20.783 $+20.783 $
Verdence Capital Advisors LLC18.340 $+18.340 $
INTEL CORPINTC16.753 $+16.753 $
STARBUCKS CORPSBUX16.337 $+16.337 $
KLA CORPKLAC13.366 $+13.366 $
DOLLAR GENERAL CORPDG13.277 $+13.277 $
Trane Technologies plcTT12.843 $+12.843 $
TARGET CORPTGT12.219 $+12.219 $
SMITH MIDLAND CORPSMID11.373 $+11.373 $
CITIGROUP INCC11.319 $+11.319 $
NICOLET BANKSHARES INCNIC10.831 $+10.831 $
STRYKER CORPSYK10.544 $+10.544 $
CATERPILLAR INCCAT9.166 $+9.166 $
MORGAN STANLEYMS8.876 $+8.876 $
COMCAST CORPCMCSA8.668 $+8.668 $
VERIZON COMMUNICATIONS INCVZ8.350 $+8.350 $
TUTOR PERINI CORPTPC8.042 $+8.042 $
BOEING COBA7.816 $+7.816 $
ASML HOLDING NVASML7.489 $+7.489 $
FREEPORT-MCMORAN INCFCX6.146 $+6.146 $
LINDE PLCLIN5.543 $+5.543 $
LOCKHEED MARTIN CORPLMT5.320 $+5.320 $
Synchrony FinancialSYF4.505 $+4.505 $
Aon plcAON3.882 $+3.882 $
CSX CORPCSX3.770 $+3.770 $
SCHWAB CHARLES CORPSCHW3.697 $+3.697 $
MCKESSON CORPMCK3.281 $+3.281 $
RIO TINTO PLCRIO3.121 $+3.121 $
TotalEnergies SETTE3.009 $+3.009 $
GSK plcGSK2.550 $+2.550 $
Kraft Heinz CoKHC2.522 $+2.522 $
BP PLCBP2.292 $+2.292 $
Sony Group CorpSONY2.151 $+2.151 $
RELX PLCRELX2.061 $+2.061 $
Allison Transmission Holdings IncALSN1.958 $+1.958 $
RYANAIR HOLDINGS PLCRYAAY1.949 $+1.949 $
SUNCOR ENERGY INCSU1.863 $+1.863 $
DEERE & CODE1.862 $+1.862 $
Duke Energy CORPDUK1.758 $+1.758 $
NASDAQ, INC.NDAQ1.748 $+1.748 $
AbbVie Inc.ABBV1.599 $+1.599 $
CINTAS CORPCTAS1.505 $+1.505 $
CONOCOPHILLIPSCOP1.404 $+1.404 $
SHERWIN WILLIAMS COSHW1.296 $+1.296 $
Zoetis Inc.ZTS1.258 $+1.258 $
COPART INCCPRT1.135 $+1.135 $
Palo Alto Networks IncPANW1.105 $+1.105 $
SAP SESAP972 $+972 $
Organon & Co.OGN172 $+172 $
69.404.258 $+69.404.258 $
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