Investments: Insight Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Insight Wealth Partners, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
220.952.163 $+5.370.371 $
+53,7 %
78204.359.026 $+12.045.465 $
+81,3 %
67194.493.305 $+21.761.071 $
+93,6 %
65184.040.772 $+36.404.382 $
+34,3 %
67
iSHARES TRUST→ 039.870.417 $-8.194.466 $
-17,0 %
148.064.883 $+5.023.570 $
+11,7 %
143.041.313 $+6.246.440 $
+17,0 %
136.794.873 $+5.293.611 $
+16,8 %
1
VANGUARD GROUP INC→ 024.659.832 $-244.698 $
-1,0 %
124.904.530 $-792.392 $
-3,1 %
125.696.922 $-382.117 $
-1,5 %
126.079.039 $+24.015.996 $
+1.164,1 %
1
COZAD ASSET MANAGEMENT INC→ 019.705.785 $-2.847.859 $
-12,6 %
122.553.644 $+1.137.989 $
+5,3 %
121.415.655 $+730.505 $
+3,5 %
120.685.150 $-1.035.332 $
-4,8 %
1
ISHARES TR→ 015.429.806 $+13.055.567 $
+549,9 %
113.695.210 $+2.746.502 $
+25,1 %
112.626.183 $+8.018.055 $
+174,0 %
111.236.829 $+750.953 $
+7,2 %
1
FIDELITY MERRIMACK STR TR→ 08.905.525 $-6.524.281 $
-42,3 %
111.539.091 $+11.288.692 $
+4.508,3 %
110.948.708 $+10.700.581 $
+4.312,5 %
110.485.876 $+8.847.503 $
+540,0 %
1
FORD MOTOR COF→ 0Neutral9.004.847 $+8.458.605 $
+1.548,5 %
1546.242 $-70.612 $
-11,4 %
1616.854 $+50.956 $
+9,0 %
1565.898 $+58.675 $
+11,6 %
1
ISHARES GOLD TRUSTIAU→ 04.028.610 $-621.566 $
-13,4 %
14.650.176 $-2.800.337 $
-37,6 %
17.450.513 $+956.300 $
+14,7 %
16.494.213 $+914.490 $
+16,4 %
1
Ancora Advisors LLC→ 07.300.556 $+709.735 $
+10,8 %
16.590.821 $-8.741 $
-0,1 %
16.599.562 $+373.266 $
+6,0 %
16.226.296 $+1.165.492 $
+23,0 %
1
Victory Portfolios II→ 07.122.561 $+708.878 $
+11,1 %
16.413.683 $-14.386 $
-0,2 %
16.428.069 $+406.525 $
+6,8 %
16.021.544 $+1.145.139 $
+23,5 %
1
NVIDIA CORPNVDA→ 0Neutral5.702.665 $+852.012 $
+17,6 %
14.850.653 $-234.900 $
-4,6 %
15.085.553 $-275.120 $
-5,1 %
15.360.673 $+875.092 $
+19,5 %
1
PRINCIPAL EXCHANGE TRADED FD→ 05.307.777 $-3.597.748 $
-40,4 %
14.677.384 $+2.568.005 $
+121,7 %
14.608.128 $+2.736.487 $
+146,2 %
14.112.163 $+2.276.979 $
+124,1 %
1
BlackRock Finance, Inc.→ 05.002.642 $+4.421.880 $
+761,4 %
1580.762 $-221.791 $
-27,6 %
1802.553 $-99.377 $
-11,0 %
1901.930 $+68.038 $
+8,2 %
1
Innovator ETFs Trust→ 03.998.408 $+307.665 $
+8,3 %
13.690.743 $+2.172.791 $
+143,1 %
11.517.952 $-1.035.041 $
-40,5 %
12.552.993 $+1.254.072 $
+96,5 %
1
Sandisk CorpSNDK→ 0Stark3.653.884 $+2.637.340 $
+259,4 %
11.016.544 $+1.016.544 $1
VAUGHAN DAVID INVESTMENTS LLC/IL→ 02.689.233 $+63.761 $
+2,4 %
12.625.472 $-20.476 $
-0,8 %
12.645.948 $-908.275 $
-25,6 %
13.554.223 $-9.135 $
-0,3 %
1
RBB FUND, INC.→ 03.511.303 $+667.071 $
+23,5 %
12.844.232 $+2.844.232 $1
Broadcom Inc.AVGO→ 0Neutral3.273.530 $+886.637 $
+37,1 %
12.386.893 $-267.798 $
-10,1 %
12.654.691 $+125.332 $
+5,0 %
12.529.359 $+458.787 $
+22,2 %
1
Apple Inc.AAPL→ 0Neutral2.978.327 $+501.075 $
+20,2 %
12.477.252 $-172.316 $
-6,5 %
12.649.568 $+79.812 $
+3,1 %
12.569.756 $+513.845 $
+25,0 %
1
JPMorgan Limited Duration Bond→ 02.780.057 $-8.759.034 $
-75,9 %
1
AMAZON COM INCAMZN→ 0Neutral2.580.746 $+314.768 $
+13,9 %
12.265.978 $-207.258 $
-8,4 %
12.473.236 $+131.741 $
+5,6 %
12.341.495 $+25.833 $
+1,1 %
1
SCHWAB STRATEGIC TRUST→ 02.504.240 $+206.456 $
+9,0 %
12.297.784 $-69.129 $
-2,9 %
12.366.913 $-9.335 $
-0,4 %
12.376.248 $+221.636 $
+10,3 %
1
Sprott Physical Gold TrustPHYS→ 01.643.541 $-287.088 $
-14,9 %
11.930.629 $-492.180 $
-20,3 %
12.422.809 $+229.004 $
+10,4 %
12.193.805 $+316.257 $
+16,8 %
1
EA SERIES TRUST→ 02.374.239 $+360.381 $
+17,9 %
12.109.379 $-11.585.831 $
-84,6 %
11.806.232 $-10.819.951 $
-85,7 %
11.301.536 $-2.810.627 $
-68,3 %
1
VALICENTI ADVISORY SERVICES INC→ 02.273.474 $+10.901 $
+0,5 %
12.262.573 $-21.948 $
-1,0 %
12.284.521 $+10.891 $
+0,5 %
12.273.630 $+11.615 $
+0,5 %
1
CAPITOL SER TR→ 02.013.858 $-766.199 $
-27,6 %
11.872.014 $-2.805.370 $
-60,0 %
11.871.641 $+1.551.621 $
+484,9 %
11.835.184 $-9.401.645 $
-83,7 %
1
SPDR GOLD TRUSTGLD→ 01.673.550 $-255.010 $
-13,2 %
11.928.560 $+237.109 $
+14,0 %
11.691.451 $+194.922 $
+13,0 %
11.496.529 $+82.727 $
+5,9 %
1
Diamondback Energy, Inc.FANG→ 0Sehr stark1.664.988 $-208.281 $
-11,1 %
11.873.269 $+439.722 $
+30,7 %
11.433.547 $+68.945 $
+5,1 %
11.364.602 $+54.356 $
+4,1 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark1.825.211 $+596.263 $
+48,5 %
11.228.948 $-36.809 $
-2,9 %
11.265.757 $+83.528 $
+7,1 %
11.182.229 $-17.095 $
-1,4 %
1
Vertiv Holdings CoVRT→ 0Stark1.743.087 $+425.027 $
+32,2 %
11.318.060 $+466.855 $
+54,8 %
1851.205 $+195.414 $
+29,8 %
1655.791 $+103.498 $
+18,7 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral1.630.145 $+526.071 $
+47,6 %
11.104.074 $+291.794 $
+35,9 %
1812.280 $-95.162 $
-10,5 %
1907.442 $-118.201 $
-11,5 %
1
EXXON MOBIL CORPXOM→ 0Stark1.490.397 $-107.165 $
-6,7 %
11.597.562 $+493.262 $
+44,7 %
11.104.300 $-15.195 $
-1,4 %
11.119.495 $+110.546 $
+11,0 %
1
Alphabet Inc.GOOGL→ 0Stark1.593.824 $+386.152 $
+32,0 %
11.207.672 $-123.272 $
-9,3 %
11.330.944 $+1.038.952 $
+355,8 %
1291.992 $+80.321 $
+37,9 %
1
CHEVRON CORPCVX→ 0Sehr stark1.380.850 $+949.196 $
+219,9 %
1431.654 $+109.899 $
+34,2 %
1321.755 $-95.818 $
-22,9 %
1417.573 $+18.298 $
+4,6 %
1
MICROSOFT CORPMSFT→ 0Neutral865.504 $+4.055 $
+0,5 %
1861.449 $-279.585 $
-24,5 %
11.141.034 $-152.812 $
-11,8 %
11.293.846 $+68.110 $
+5,6 %
1
RTX CorpRTX→ 0Neutral1.110.525 $+71.197 $
+6,9 %
11.039.328 $+91.069 $
+9,6 %
1948.259 $+119.449 $
+14,4 %
1
Tesla, Inc.TSLA→ 0Neutral1.095.663 $+153.277 $
+16,3 %
1942.386 $-33.506 $
-3,4 %
1975.892 $+7.292 $
+0,8 %
1968.600 $+257.359 $
+36,2 %
1
WESTERN ASSET PREMIER BOND FUNDWEA→ 0851.480 $-64.477 $
-7,0 %
1915.957 $-130.219 $
-12,4 %
11.046.176 $-13.785 $
-1,3 %
11.059.961 $+67.040 $
+6,8 %
1
Palantir Technologies Inc.PLTR→ 0Neutral564.333 $-145.856 $
-20,5 %
1710.189 $-218.199 $
-23,5 %
1928.388 $-10.345 $
-1,1 %
1938.733 $+498.556 $
+113,3 %
1
Alcoa CorpAA→ 0Stark927.360 $+927.360 $1
CARVANA CO.CVNA→ 0Neutral913.673 $+610.372 $
+201,2 %
1303.301 $+303.301 $1
JPMORGAN CHASE & COJPM→ 0Neutral911.755 $+60.434 $
+7,1 %
1851.321 $-55.396 $
-6,1 %
1906.717 $+61.332 $
+7,3 %
1845.385 $+162.360 $
+23,8 %
1
PACCAR INCPCAR→ 0Stark908.588 $+34.946 $
+4,0 %
1873.642 $+19.623 $
+2,3 %
1854.019 $+88.368 $
+11,5 %
1765.651 $+26.476 $
+3,6 %
1
Meta Platforms, Inc.META→ 0Neutral551.504 $-71.579 $
-11,5 %
1623.083 $-93.807 $
-13,1 %
1716.890 $-122.536 $
-14,6 %
1839.426 $+3.145 $
+0,4 %
1
Rocket Lab CorpRKLB→ 0Sehr schwach833.562 $+833.562 $1
SELECT SECTOR SPDR TRUST→ 0809.271 $+76.858 $
+10,5 %
1732.413 $-46.477 $
-6,0 %
1778.890 $+66.047 $
+9,3 %
1712.843 $+62.482 $
+9,6 %
1
HOME DEPOT, INC.HD→ 0Neutral806.347 $+60.311 $
+8,1 %
1
VALMONT INDUSTRIES INCVMI→ 0Neutral801.131 $+801.131 $1
AbbVie Inc.ABBV→ 0Neutral512.842 $-28.491 $
-5,3 %
1541.333 $-78.560 $
-12,7 %
1619.893 $-122.424 $
-16,5 %
1742.317 $+146.291 $
+24,5 %
1
Dutch Bros Inc.BROS→ 0Neutral713.642 $+713.642 $1
TJX COMPANIES INC /DE/TJX→ 0Stark663.116 $-46.431 $
-6,5 %
1709.547 $+709.547 $1
NASDAQ, INC.NDAQ→ 0Neutral619.062 $-6.789 $
-1,1 %
1
Callaway Golf CoCALY→ 0Stark610.882 $+157.950 $
+34,9 %
1452.932 $+100.906 $
+28,7 %
1352.026 $+352.026 $1
Duke Energy CORPDUK→ 0Neutral609.230 $+609.230 $1
Altrius Capital Management Inc→ 0291.552 $-4.764 $
-1,6 %
1296.316 $-2.109 $
-0,7 %
1298.425 $-281.949 $
-48,6 %
1580.374 $+6.783 $
+1,2 %
1
Dell Technologies Inc.DELL→ 0Stark538.894 $+538.894 $1
ECOLAB INC.ECL→ 0Neutral442.154 $-5.824 $
-1,3 %
1447.978 $-15.107 $
-3,3 %
1463.085 $-26.851 $
-5,5 %
1489.936 $-17.150 $
-3,4 %
1
Walmart Inc.WMT→ 0Stark481.585 $+481.585 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral436.263 $+436.263 $1
Accenture plcACN→ 0Neutral430.564 $-301.717 $
-41,2 %
1
CATERPILLAR INCCAT→ 0Sehr stark429.155 $+429.155 $1
Evercore Inc.EVR→ 0Stark417.581 $+43.249 $
+11,6 %
1374.332 $-52.342 $
-12,3 %
1426.674 $+3.675 $
+0,9 %
1422.999 $+92.765 $
+28,1 %
1
MAI Capital Management→ 0401.081 $+13.056 $
+3,4 %
1388.025 $+25.028 $
+6,9 %
1362.997 $+7.007 $
+2,0 %
1355.990 $+1.443 $
+0,4 %
1
CONOCOPHILLIPSCOP→ 0Stark317.036 $-81.643 $
-20,5 %
1398.679 $+115.990 $
+41,0 %
1282.689 $-302 $
-0,1 %
1282.991 $+16.596 $
+6,2 %
1
Mirum Pharmaceuticals, Inc.MIRM→ 0Neutral394.994 $+394.994 $1
COLGATE PALMOLIVE COCL→ 0Sehr stark223.608 $+15.732 $
+7,6 %
1207.876 $-17.568 $
-7,8 %
1225.444 $-156.429 $
-41,0 %
1381.873 $-51.538 $
-11,9 %
1
SPDR SERIES TRUST→ 0370.244 $+111.091 $
+42,9 %
1259.153 $+259.153 $1
Kimball Electronics, Inc.KE→ 0Neutral368.865 $+368.865 $1
MICRON TECHNOLOGY INCMU→ 0Stark357.830 $+357.830 $1
ENBRIDGE INCENB→ 0Stark354.642 $+354.642 $1
PEPSICO INCPEP→ 0Stark308.847 $-42.419 $
-12,1 %
1351.266 $+26.624 $
+8,2 %
1324.642 $+8.231 $
+2,6 %
1316.411 $+18.925 $
+6,4 %
1
CITIGROUP INCC→ 0Neutral348.640 $+348.640 $1
ServiceNow, Inc.NOW→ 0Neutral338.663 $-30.418 $
-8,2 %
1
ELI LILLY & CoLLY→ 0Neutral305.779 $+23.091 $
+8,2 %
1282.688 $-47.143 $
-14,3 %
1329.831 $+105.868 $
+47,3 %
1223.963 $-78.318 $
-25,9 %
1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 0299.410 $-27.717 $
-8,5 %
1327.127 $+65.389 $
+25,0 %
1261.738 $+20.521 $
+8,5 %
1241.217 $+37.667 $
+18,5 %
1
Virtuix Holdings Inc.VTIX→ 0Sehr schwach147.309 $-179.668 $
-54,9 %
1326.977 $+326.977 $1
INVESCO EXCH TRD SLF IDX FD→ 0233.355 $-5.074.422 $
-95,6 %
1250.399 $-1.621.615 $
-86,6 %
1248.127 $-1.558.105 $
-86,3 %
1320.020 $-981.516 $
-75,4 %
1
CAMTEK LTDCAMT→ 0311.722 $+311.722 $1
Texas Roadhouse, Inc.TXRH→ 0Neutral308.208 $-39.438 $
-11,3 %
1
Seagate Technology Holdings plcSTX→ 0Stark305.905 $+305.905 $1
Hewlett Packard Enterprise CoHPE→ 0Neutral299.260 $+299.260 $1
Texas Pacific Land CorpTPL→ 0Stark275.276 $-23.222 $
-7,8 %
1298.498 $+78.769 $
+35,8 %
1
DEERE & CODE→ 0Stark296.866 $+33.242 $
+12,6 %
1263.624 $+45.737 $
+21,0 %
1217.887 $-8.457 $
-3,7 %
1226.344 $-25.359 $
-10,1 %
1
COCA COLA COKO→ 0Stark295.510 $+32.969 $
+12,6 %
1262.541 $+21.476 $
+8,9 %
1241.065 $+18.567 $
+8,3 %
1222.498 $-16.623 $
-7,0 %
1
TEEKAY TANKERS LTD.TNK→ 0257.729 $-37.457 $
-12,7 %
1295.186 $+295.186 $1
W. P. Carey Inc.WPC→ 0Stark277.277 $+13.728 $
+5,2 %
1263.549 $+14.476 $
+5,8 %
1249.073 $-11.477 $
-4,4 %
1260.550 $+20.013 $
+8,3 %
1
ABBOTT LABORATORIESABT→ 0Neutral265.239 $-10.276 $
-3,7 %
1275.515 $-4.122 $
-1,5 %
1
ORACLE CORPORCL→ 0Neutral273.928 $+58.359 $
+27,1 %
1
Palo Alto Networks IncPANW→ 0Neutral272.475 $+272.475 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark268.480 $+6.419 $
+2,4 %
1262.061 $+39.577 $
+17,8 %
1222.484 $-26.510 $
-10,6 %
1248.994 $-30.169 $
-10,8 %
1
AppLovin CorpAPP→ 0Neutral264.137 $+264.137 $1
Robinhood Markets, Inc.HOOD→ 0Schwach261.940 $+261.940 $1
BP PLCBP→ 0261.602 $+40.713 $
+18,4 %
1220.889 $+220.889 $1
DoorDash, Inc.DASH→ 0Schwach258.934 $+258.934 $1
D-Wave Quantum Inc.QBTS→ 0Schwach240.475 $+240.475 $1
Moloney Securities Asset Management, LLC→ 0224.366 $+224.366 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral219.698 $+7.416 $
+3,5 %
1
ALTRIA GROUP, INC.MO→ 0Stark212.037 $+212.037 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral203.038 $+203.038 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach202.904 $-494 $
-0,2 %
1
UNISYS CORPUIS→ 0Schwach120.264 $+52.246 $
+76,8 %
168.018 $-22.673 $
-25,0 %
190.691 $-53.059 $
-36,9 %
1143.750 $-23.221 $
-13,9 %
1
Designer Brands Inc.DBI→ 0Neutral67.774 $+67.774 $1
220.952.163 $+5.370.371 $
+53,7 %
78204.359.026 $+12.045.465 $
+81,3 %
67194.493.305 $+21.761.071 $
+93,6 %
65184.040.772 $+36.404.382 $
+34,3 %
67
Erweitert ×