Investments: CMH Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: CMH Wealth Management 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
617.091.319 $+30.653.180 $
+8,1 %
87546.853.292 $+124.311.879 $
+77,4 %
87443.518.888 $+1.429.124 $
+8,0 %
42445.604.136 $+48.822.024 $
+22,4 %
44
Ancora Advisors LLC→ 056.116.497 $+9.311.997 $
+19,9 %
146.804.500 $+14.951.788 $
+46,9 %
131.852.712 $+944.866 $
+3,1 %
130.907.846 $+2.321.796 $
+8,1 %
1
Alphabet Inc.GOOGL→ 0Neutral31.773.053 $+6.555.479 $
+26,0 %
125.217.574 $-7.828.653 $
-23,7 %
133.046.227 $+6.539.818 $
+24,7 %
126.506.409 $+6.101.618 $
+29,9 %
1
VANGUARD WORLD FUND→ 032.181.815 $+857.735 $
+2,7 %
131.324.080 $+1.627.525 $
+5,5 %
129.696.555 $+343.905 $
+1,2 %
129.352.650 $+931.095 $
+3,3 %
1
SELECT SECTOR SPDR TRUST→ 030.647.055 $+2.732.243 $
+9,8 %
127.914.812 $+6.624.113 $
+31,1 %
121.290.699 $+1.023.297 $
+5,0 %
120.267.402 $-234.978 $
-1,1 %
1
MICROSOFT CORPMSFT→ 0Neutral27.711.186 $+112.147 $
+0,4 %
127.599.039 $+1.394.572 $
+5,3 %
126.204.467 $-1.382.068 $
-5,0 %
127.586.535 $+407.555 $
+1,5 %
1
J P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL→ 027.116.699 $+23.023.113 $
+562,4 %
125.375.399 $+15.134.194 $
+147,8 %
125.514.510 $+1.037.712 $
+4,2 %
124.476.798 $+21.472.348 $
+714,7 %
1
Apple Inc.AAPL→ 0Neutral25.228.250 $+2.673.581 $
+11,9 %
122.554.669 $+1.895.212 $
+9,2 %
120.659.457 $+951.095 $
+4,8 %
119.708.362 $-521.401 $
-2,6 %
1
AMAZON COM INCAMZN→ 0Stark21.364.560 $-55.593 $
-0,3 %
121.420.153 $-2.361.694 $
-9,9 %
123.781.847 $+1.091.263 $
+4,8 %
122.690.584 $-394.290 $
-1,7 %
1
ISHARES TR→ 023.397.629 $-1.977.770 $
-7,8 %
110.241.205 $+8.043.261 $
+365,9 %
111.736.948 $+8.527.836 $
+265,7 %
111.164.407 $+4.330.918 $
+63,4 %
1
Palo Alto Networks IncPANW→ 0Neutral19.497.137 $+9.858.377 $
+102,3 %
19.638.760 $+923.337 $
+10,6 %
18.715.423 $-1.097.433 $
-11,2 %
19.812.856 $+7.530 $
+0,1 %
1
ELI LILLY & CoLLY→ 0Neutral17.253.801 $+4.306.198 $
+33,3 %
112.947.603 $-2.432.143 $
-15,8 %
115.379.746 $+4.105.658 $
+36,4 %
111.274.088 $+1.559.585 $
+16,1 %
1
MAI Capital Management→ 015.496.882 $+2.145.552 $
+16,1 %
113.351.330 $-1.017.882 $
-7,1 %
114.369.212 $-35.960 $
-0,2 %
114.405.172 $+883.572 $
+6,5 %
1
BOEING COBA→ 0Schwach15.490.106 $+1.826.747 $
+13,4 %
113.663.359 $-411.445 $
-2,9 %
114.074.804 $+2.003.000 $
+16,6 %
112.071.804 $+444.984 $
+3,8 %
1
BlackRock Finance, Inc.→ 015.238.973 $+1.942.167 $
+14,6 %
113.296.806 $+466.316 $
+3,6 %
112.830.490 $+370.413 $
+3,0 %
112.460.077 $+773.491 $
+6,6 %
1
Broadcom Inc.AVGO→ 0Stark13.665.862 $+2.736.754 $
+25,0 %
110.929.108 $+10.929.108 $1
GE Vernova Inc.GEV→ 0Neutral11.601.947 $-1.116.463 $
-8,8 %
112.718.410 $+3.121.388 $
+32,5 %
19.597.022 $+551.228 $
+6,1 %
19.045.794 $+1.293.217 $
+16,7 %
1
Vertiv Holdings CoVRT→ 0Stark12.664.567 $+3.240.253 $
+34,4 %
19.424.314 $+3.304.062 $
+54,0 %
16.120.252 $+339.598 $
+5,9 %
15.780.654 $+5.780.654 $1
VANGUARD GROUP INC→ 09.925.117 $-1.671.466 $
-14,4 %
111.596.583 $+1.292.318 $
+12,5 %
110.304.265 $+476.768 $
+4,9 %
19.827.497 $+272.459 $
+2,9 %
1
Snowflake Inc.SNOW→ 0Neutral6.773.263 $+2.726.762 $
+67,4 %
14.046.501 $-6.025.195 $
-59,8 %
110.071.696 $-1.332.338 $
-11,7 %
111.404.034 $-117.212 $
-1,0 %
1
ADOBE INC.ADBE→ 0Schwach11.304.227 $+3.967.821 $
+54,1 %
1
FISERV INCFISV→ 0Stark11.175.073 $+1.184.430 $
+11,9 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark10.830.735 $-106.001 $
-1,0 %
110.936.736 $+253.006 $
+2,4 %
110.683.730 $+751.374 $
+7,6 %
19.932.356 $+294.208 $
+3,1 %
1
ServiceNow, Inc.NOW→ 0Schwach4.298.973 $-3.640.764 $
-45,9 %
17.939.737 $-970.866 $
-10,9 %
18.910.603 $-1.760.044 $
-16,5 %
110.670.647 $+1.739.716 $
+19,5 %
1
Salesforce, Inc.CRM→ 0Neutral4.690.589 $-1.079.755 $
-18,7 %
15.770.344 $-4.097.653 $
-41,5 %
19.867.997 $+3.432.694 $
+53,3 %
16.435.303 $-1.053.161 $
-14,1 %
1
FIDELITY MERRIMACK STR TR→ 09.566.272 $-17.550.427 $
-64,7 %
17.117.884 $+3.708.324 $
+108,8 %
17.100.240 $-4.636.708 $
-39,5 %
16.833.489 $-3.775.707 $
-35,6 %
1
NVIDIA CORPNVDA→ 0Neutral9.234.754 $+1.496.360 $
+19,3 %
17.738.394 $-378.086 $
-4,7 %
18.116.480 $-21.826 $
-0,3 %
18.138.306 $+1.256.461 $
+18,3 %
1
BlackRock, Inc.BLK→ 0Neutral9.111.743 $+138.988 $
+1,5 %
18.972.755 $+1.480.375 $
+19,8 %
17.492.380 $-820.274 $
-9,9 %
18.312.654 $+691.951 $
+9,1 %
1
JPMORGAN CHASE & COJPM→ 0Stark9.006.970 $+1.083.334 $
+13,7 %
17.923.636 $+7.399.061 $
+1.410,5 %
1524.575 $+271.284 $
+107,1 %
1253.291 $-2.990 $
-1,2 %
1
DANAHER CORP /DE/DHR→ 0Neutral5.192.015 $+371.984 $
+7,7 %
14.820.031 $-3.613.628 $
-42,8 %
18.433.659 $+812.045 $
+10,7 %
17.621.614 $+11.405 $
+0,1 %
1
Tesla, Inc.TSLA→ 0Schwach6.201.747 $+670.478 $
+12,1 %
15.531.269 $-2.204.365 $
-28,5 %
17.735.634 $+245.659 $
+3,3 %
17.489.975 $-2.217.397 $
-22,8 %
1
SYNOPSYS INCSNPS→ 0Schwach7.176.852 $-371.522 $
-4,9 %
17.548.374 $+2.050.393 $
+37,3 %
1
VISA INC.V→ 0Neutral7.532.198 $+1.077.862 $
+16,7 %
16.454.336 $-438.519 $
-6,4 %
16.892.855 $+72.423 $
+1,1 %
16.820.432 $-190.031 $
-2,7 %
1
iShares TR Expanded Tech→ 07.289.405 $+4.738.655 $
+185,8 %
1
Mastercard IncMA→ 0Neutral6.710.184 $+545.378 $
+8,8 %
16.164.806 $-1.003.164 $
-14,0 %
17.167.970 $+14.046 $
+0,2 %
17.153.924 $+156.085 $
+2,2 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral6.819.315 $+326.155 $
+5,0 %
16.493.160 $+5.027.935 $
+343,2 %
11.465.225 $+144.024 $
+10,9 %
11.321.201 $+878 $
+0,1 %
1
SCHWAB STRATEGIC TRUST→ 06.756.103 $+1.191.382 $
+21,4 %
15.564.721 $+5.564.721 $1
Trade Desk, Inc.TTD→ 0Stark3.115.264 $-3.512.849 $
-53,0 %
16.628.113 $-2.762.191 $
-29,4 %
1
Walmart Inc.WMT→ 0Stark6.036.985 $-156.534 $
-2,5 %
16.193.519 $+757.379 $
+13,9 %
15.436.140 $+405.575 $
+8,1 %
15.030.565 $+5.030.565 $1
STRYKER CORPSYK→ 0Neutral5.768.419 $+204.755 $
+3,7 %
15.563.664 $+5.563.664 $1
Eaton Corp plcETN→ 0Stark5.318.404 $+802.462 $
+17,8 %
14.515.942 $+4.515.942 $1
VANGUARD SCOTTSDALE FUNDS→ 05.168.190 $+633.966 $
+14,0 %
14.534.224 $-117.756 $
-2,5 %
14.651.980 $+199.876 $
+4,5 %
14.452.104 $+256.055 $
+6,1 %
1
Blackstone Inc.BX→ 0Neutral4.239.886 $-354.770 $
-7,7 %
14.594.656 $+4.594.656 $1
Meta Platforms, Inc.META→ 0Neutral4.542.747 $+4.542.747 $1
Workday, Inc.WDAY→ 0Neutral3.881.290 $-503.367 $
-11,5 %
14.384.657 $+4.384.657 $1
J P MORGAN EXCHANGE TRADED F→ 04.093.586 $-19.304.043 $
-82,5 %
13.409.560 $-3.690.680 $
-52,0 %
13.209.112 $-22.305.398 $
-87,4 %
13.004.450 $-8.159.957 $
-73,1 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral4.012.793 $+151.798 $
+3,9 %
13.860.995 $+3.214.897 $
+497,6 %
1646.098 $+131.186 $
+25,5 %
1514.912 $+87.670 $
+20,5 %
1
CATERPILLAR INCCAT→ 0Sehr stark3.719.696 $+1.126.732 $
+43,5 %
12.592.964 $+2.592.964 $1
Merck & Co., Inc.MRK→ 0Stark3.668.305 $+297.193 $
+8,8 %
13.371.112 $+3.371.112 $1
EXXON MOBIL CORPXOM→ 0Stark3.663.500 $+3.663.500 $1
PROCTER & GAMBLE CoPG→ 0Neutral3.440.513 $-13.381 $
-0,4 %
13.453.894 $+2.956.894 $
+594,9 %
1497.000 $+58.636 $
+13,4 %
1438.364 $-17.929 $
-3,9 %
1
ENBRIDGE INCENB→ 0Stark3.058.800 $-319.536 $
-9,5 %
13.378.336 $+3.378.336 $1
UNION PACIFIC CORPUNP→ 0Stark3.234.826 $+284.386 $
+9,6 %
12.950.440 $+2.950.440 $1
DEERE & CODE→ 0Neutral3.123.631 $+331.369 $
+11,9 %
12.792.262 $+2.792.262 $1
TORONTO DOMINION BANKTD→ 0Sehr schwach3.067.322 $+212.502 $
+7,4 %
12.854.820 $+2.854.820 $1
Cigna GroupCI→ 0Sehr stark2.705.403 $-223.662 $
-7,6 %
12.929.065 $+2.929.065 $1
W. P. Carey Inc.WPC→ 0Stark1.713.569 $-1.164.656 $
-40,5 %
12.878.225 $+2.878.225 $1
CHEVRON CORPCVX→ 0Sehr stark2.333.023 $-443.306 $
-16,0 %
12.776.329 $+2.776.329 $1
PEPSICO INCPEP→ 0Sehr stark2.325.840 $-306.721 $
-11,7 %
12.632.561 $+2.632.561 $1
ILLINOIS TOOL WORKS INCITW→ 0Sehr stark2.608.539 $+201.715 $
+8,4 %
12.406.824 $+2.406.824 $1
VANGUARD TAX-MANAGED FDS→ 02.550.750 $-7.015.522 $
-73,3 %
12.197.944 $-4.919.940 $
-69,1 %
1
PFIZER INCPFE→ 0Neutral1.348.827 $-612.348 $
-31,2 %
11.961.175 $+1.961.175 $1
NOVARTIS AGNVS→ 0Stark1.791.780 $+103.434 $
+6,1 %
11.688.346 $+1.688.346 $1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 01.455.182 $-325.586 $
-18,3 %
11.780.768 $+1.780.768 $1
3M COMMM→ 0Stark1.768.867 $+103.950 $
+6,2 %
11.664.917 $+1.664.917 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral1.701.174 $+649.120 $
+61,7 %
11.052.054 $-7.008.939 $
-86,9 %
1
LOCKHEED MARTIN CORPLMT→ 0Stark1.470.302 $-152.486 $
-9,4 %
11.622.788 $+1.622.788 $1
DIAGEO PLCDEO→ 0Schwach735.477 $-795.429 $
-52,0 %
11.530.906 $+1.530.906 $1
RTX CorpRTX→ 0Neutral1.484.638 $+64.508 $
+4,5 %
11.420.130 $+1.420.130 $1
Medtronic plcMDT→ 0Neutral1.091.022 $-392.351 $
-26,4 %
11.483.373 $+1.483.373 $1
FEDEX CORPFDX→ 0Stark1.381.170 $-99.710 $
-6,7 %
11.480.880 $+1.480.880 $1
Walt Disney CoDIS→ 0Neutral1.042.377 $-415.386 $
-28,5 %
11.457.763 $+1.457.763 $1
GENERAL MILLS INCGIS→ 0Stark502.338 $-871.462 $
-63,4 %
11.373.800 $+1.373.800 $1
Johnson Controls International plcJCI→ 0Stark1.332.069 $+120.365 $
+9,9 %
11.211.704 $+1.211.704 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark1.014.993 $-222.258 $
-18,0 %
11.237.251 $+1.237.251 $1
RYDER SYSTEM INCR→ 0Sehr stark1.071.846 $+199.052 $
+22,8 %
1872.794 $+872.794 $1
ABBOTT LABORATORIESABT→ 0Neutral986.956 $-71.546 $
-6,8 %
11.058.502 $+1.058.502 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral600.164 $-456.753 $
-43,2 %
11.056.917 $-5.855.195 $
-84,7 %
1
UNILEVER PLCUL→ 0Schwach727.633 $-243.845 $
-25,1 %
1971.478 $+971.478 $1
Hercules Capital, Inc.HTGC→ 0Neutral729.675 $-232.144 $
-24,1 %
1961.819 $+961.819 $1
EMERSON ELECTRIC COEMR→ 0Stark877.939 $+75.441 $
+9,4 %
1802.498 $+802.498 $1
RPM INTERNATIONAL INC/DE/RPM→ 0Neutral769.714 $+81.369 $
+11,8 %
1688.345 $+688.345 $1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Neutral576.822 $-108.301 $
-15,8 %
1685.123 $+685.123 $1
Honeywell Aerospace Inc.HONA→ 0591.168 $+591.168 $1
ORACLE CORPORCL→ 0Stark238.438 $-32.686 $
-12,1 %
1271.124 $-222.172 $
-45,0 %
1493.296 $+493.296 $1
CONSTELLATION BRANDS, INC.STZ→ 0Stark366.224 $-121.276 $
-24,9 %
1487.500 $+487.500 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0479.926 $+89.752 $
+23,0 %
1390.174 $+171.479 $
+78,4 %
1218.695 $-55.391 $
-20,2 %
1274.086 $+22.268 $
+8,8 %
1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral387.915 $+10.911 $
+2,9 %
1377.004 $+377.004 $1
COCA COLA COKO→ 0Neutral385.419 $+12.113 $
+3,2 %
1373.306 $+373.306 $1
AbbVie Inc.ABBV→ 0Neutral233.746 $-142.044 $
-37,8 %
1375.790 $+73.971 $
+24,5 %
1
FedEx Freight Holding Company, Inc.FDXF→ 0Schwach313.778 $+313.778 $1
HOME DEPOT, INC.HD→ 0Stark313.180 $+25.730 $
+9,0 %
1287.450 $+287.450 $1
Palantir Technologies Inc.PLTR→ 0Neutral239.874 $-65.852 $
-21,5 %
1305.726 $+305.726 $1
UNITED PARCEL SERVICE INCUPS→ 0Stark283.800 $-4.946 $
-1,7 %
1288.746 $+288.746 $1
MOODYS CORP /DE/MCO→ 0Neutral242.766 $+10.244 $
+4,4 %
1232.522 $-39.762 $
-14,6 %
1272.284 $+18.320 $
+7,2 %
1253.964 $-13.384 $
-5,0 %
1
GLAUKOS CorpGKOS→ 0Neutral262.476 $+262.476 $1
NIKE, Inc.NKE→ 0Schwach247.520 $+247.520 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark213.984 $-9.579 $
-4,3 %
1223.563 $+223.563 $1
617.091.319 $+30.653.180 $
+8,1 %
87546.853.292 $+124.311.879 $
+77,4 %
87443.518.888 $+1.429.124 $
+8,0 %
42445.604.136 $+48.822.024 $
+22,4 %
44
Erweitert ×