Investments: HOWARD WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: HOWARD 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
195.320.291 $+18.085.306 $
+144,3 %
81171.394.588 $+20.828.128 $
+48,7 %
72161.078.695 $+11.592.652 $
+14,6 %
64149.143.565 $+14.263.203 $
+69,7 %
64
VAUGHAN DAVID INVESTMENTS LLC/IL→ 028.167.540 $+1.463.040 $
+5,5 %
126.704.500 $+759.860 $
+2,9 %
125.944.640 $+5.669.376 $
+28,0 %
120.275.264 $+2.203.644 $
+12,2 %
1
VANGUARD WHITEHALL FDS→ 018.942.045 $+18.403.766 $
+3.419,0 %
116.685.088 $+14.171.171 $
+563,7 %
116.056.428 $+13.511.585 $
+530,9 %
115.319.160 $+13.411.422 $
+703,0 %
1
Invesco Exchange-Traded Self-Indexed Fund Trust→ 013.687.375 $+1.518.929 $
+12,5 %
112.168.446 $+705.366 $
+6,2 %
111.463.080 $+4.936.904 $
+75,6 %
16.526.176 $+2.031.721 $
+45,2 %
1
COZAD ASSET MANAGEMENT INC→ 05.844.765 $-357.134 $
-5,8 %
16.201.899 $-60.878 $
-1,0 %
16.262.777 $-5.157.097 $
-45,2 %
111.419.874 $-515.954 $
-4,3 %
1
Apple Inc.AAPL→ 0Neutral10.700.810 $+1.699.910 $
+18,9 %
19.000.900 $+208.642 $
+2,4 %
18.792.258 $+466.655 $
+5,6 %
18.325.603 $+1.158.067 $
+16,2 %
1
ISHARES TR→ 09.491.130 $+9.289.730 $
+4.612,6 %
18.551.803 $+5.424.459 $
+173,5 %
19.020.902 $+3.066.705 $
+51,5 %
18.938.831 $+8.638.228 $
+2.873,6 %
1
iSHARES TRUST→ 09.364.234 $+1.003.869 $
+12,0 %
18.360.365 $+116.953 $
+1,4 %
18.243.412 $+1.064.065 $
+14,8 %
17.179.347 $+643.105 $
+9,8 %
1
SPDR SERIES TRUST→ 07.054.566 $+736.613 $
+11,7 %
16.317.953 $-132.849 $
-2,1 %
16.450.802 $-149.744 $
-2,3 %
16.600.546 $+422.942 $
+6,8 %
1
Alphabet Inc.GOOGL→ 0Stark6.664.535 $+1.170.658 $
+21,3 %
15.493.877 $+1.224.473 $
+28,7 %
14.269.404 $+697.390 $
+19,5 %
13.572.014 $+968.698 $
+37,2 %
1
VANGUARD SPECIALIZED FUNDS→ 06.196.622 $+5.993.939 $
+2.957,3 %
15.722.200 $+5.450.497 $
+2.006,0 %
15.954.197 $+3.568.470 $
+149,6 %
16.055.885 $+3.807.904 $
+169,4 %
1
Palantir Technologies Inc.PLTR→ 0Neutral3.991.281 $-1.002.718 $
-20,1 %
14.993.999 $-740.749 $
-12,9 %
15.734.748 $-182.410 $
-3,1 %
15.917.158 $+1.444.499 $
+32,3 %
1
INVESCO EXCH TRD SLF IDX FD→ 05.496.714 $-3.994.416 $
-42,1 %
14.978.215 $-3.573.588 $
-41,8 %
14.646.363 $-4.374.539 $
-48,5 %
13.107.668 $-5.831.163 $
-65,2 %
1
FIDELITY MERRIMACK STR TR→ 05.123.698 $-11.561.390 $
-69,3 %
13.127.344 $-1.519.019 $
-32,7 %
12.544.843 $-562.825 $
-18,1 %
11.907.738 $+922.515 $
+93,6 %
1
Janus Detroit Street Trust→ 05.057.969 $+2.083.848 $
+70,1 %
12.974.121 $+565.898 $
+23,5 %
12.408.223 $+589.653 $
+32,4 %
11.818.570 $+933.250 $
+105,4 %
1
Altrius Capital Management Inc→ 04.852.787 $+423.939 $
+9,6 %
14.428.848 $+272.041 $
+6,5 %
14.156.807 $+1.232.861 $
+42,2 %
12.923.946 $+602.155 $
+25,9 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral4.661.803 $+3.025.412 $
+184,9 %
11.636.391 $-86.312 $
-5,0 %
11.722.703 $+422.882 $
+32,5 %
11.299.821 $+159.796 $
+14,0 %
1
VANGUARD WORLD FUND→ 03.713.378 $+368.999 $
+11,0 %
13.344.379 $-153.447 $
-4,4 %
13.497.826 $+119.659 $
+3,5 %
13.378.167 $+195.597 $
+6,1 %
1
Ancora Advisors LLC→ 03.118.086 $+172.212 $
+5,8 %
12.945.874 $-13.502 $
-0,5 %
12.959.376 $+192.841 $
+7,0 %
12.766.535 $+257.730 $
+10,3 %
1
VANGUARD STAR FDS→ 02.956.904 $-3.239.718 $
-52,3 %
12.513.917 $-3.208.283 $
-56,1 %
12.385.727 $-13.670.701 $
-85,1 %
12.247.981 $-13.071.179 $
-85,3 %
1
WisdomTree, Inc.WT→ 0Stark2.929.549 $+334.148 $
+12,9 %
12.595.401 $+15.287 $
+0,6 %
12.580.114 $-161.873 $
-5,9 %
12.741.987 $-109.211 $
-3,8 %
1
AMAZON COM INCAMZN→ 0Neutral2.926.577 $+360.691 $
+14,1 %
12.565.886 $+618.688 $
+31,8 %
11.947.198 $+36.719 $
+1,9 %
11.910.479 $-19.056 $
-1,0 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 02.632.441 $+553.587 $
+26,6 %
12.078.854 $+825.399 $
+65,8 %
11.253.455 $+30.296 $
+2,5 %
11.223.159 $+98.922 $
+8,8 %
1
VISA INC.V→ 0Neutral1.108.837 $+94.133 $
+9,3 %
11.014.704 $-165.799 $
-14,0 %
11.180.503 $-878.661 $
-42,7 %
12.059.164 $-93.080 $
-4,3 %
1
VALICENTI ADVISORY SERVICES INC→ 01.834.293 $-7.903 $
-0,4 %
11.842.196 $+218.732 $
+13,5 %
11.623.464 $+932.544 $
+135,0 %
1690.920 $+105.761 $
+18,1 %
1
MICROSOFT CORPMSFT→ 0Neutral1.569.666 $+44.426 $
+2,9 %
11.525.240 $-97.641 $
-6,0 %
11.622.881 $-147.792 $
-8,3 %
11.770.673 $+44.882 $
+2,6 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.433.620 $-99.367 $
-6,5 %
11.532.987 $+969.525 $
+172,1 %
1563.462 $-471.703 $
-45,6 %
11.035.165 $-71.843 $
-6,5 %
1
NVIDIA CORPNVDA→ 0Neutral1.423.253 $+203.795 $
+16,7 %
11.219.458 $+523.197 $
+75,1 %
1696.261 $-14.280 $
-2,0 %
1710.541 $-352.128 $
-33,1 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.398.322 $+158.627 $
+12,8 %
11.239.695 $+174.362 $
+16,4 %
11.065.333 $-92.201 $
-8,0 %
11.157.534 $+76.286 $
+7,1 %
1
Meta Platforms, Inc.META→ 0Neutral1.001.562 $-35.671 $
-3,4 %
11.037.233 $-169.944 $
-14,1 %
11.207.177 $-137.990 $
-10,3 %
11.345.167 $-14.108 $
-1,0 %
1
Tesla, Inc.TSLA→ 0Neutral1.064.539 $+123.640 $
+13,1 %
1940.899 $-197.342 $
-17,3 %
11.138.241 $+12.655 $
+1,1 %
11.125.586 $+230.102 $
+25,7 %
1
Mastercard IncMA→ 0Neutral960.946 $+25.083 $
+2,7 %
1935.863 $-133.395 $
-12,5 %
11.069.258 $-35.940 $
-3,3 %
11.105.198 $-2.386 $
-0,2 %
1
INVESCO EXCHANGE-TRADED FUND TRUST→ 0975.311 $+78.004 $
+8,7 %
1897.307 $+28.556 $
+3,3 %
1868.751 $+4.914 $
+0,6 %
1863.837 $+28.240 $
+3,4 %
1
NETFLIX INCNFLX→ 0Stark585.908 $-216.848 $
-27,0 %
1802.756 $+70.584 $
+9,6 %
1732.172 $-205.383 $
-21,9 %
1937.555 $-105.627 $
-10,1 %
1
JOHNSON & JOHNSONJNJ→ 0Stark913.057 $+75.412 $
+9,0 %
1837.645 $+129.376 $
+18,3 %
1708.269 $+70.566 $
+11,1 %
1637.703 $+113.292 $
+21,6 %
1
VANGUARD GROUP INC→ 0771.554 $+36.929 $
+5,0 %
1734.625 $+81.550 $
+12,5 %
1653.075 $+83.638 $
+14,7 %
1569.437 $+91.674 $
+19,2 %
1
ELI LILLY & CoLLY→ 0Neutral769.232 $+173.271 $
+29,1 %
1595.961 $-83.773 $
-12,3 %
1679.734 $+193.662 $
+39,8 %
1486.072 $-24.992 $
-4,9 %
1
HOME DEPOT, INC.HD→ 0Neutral735.279 $+28.449 $
+4,0 %
1706.830 $+334.377 $
+89,8 %
1372.453 $-67.781 $
-15,4 %
1440.234 $+45.758 $
+11,6 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0707.210 $+68.842 $
+10,8 %
1638.368 $-52.194 $
-7,6 %
1690.562 $-42.785 $
-5,8 %
1733.347 $+34.205 $
+4,9 %
1
EXXON MOBIL CORPXOM→ 0Stark595.174 $-120.903 $
-16,9 %
1716.077 $+181.485 $
+33,9 %
1534.592 $+4.984 $
+0,9 %
1529.608 $+23.259 $
+4,6 %
1
FIDELITY COMWLTH TR→ 0707.160 $-4.416.538 $
-86,2 %
1581.718 $-4.396.497 $
-88,3 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0694.966 $+72.305 $
+11,6 %
1622.661 $+127 $
+0,0 %
1622.534 $+39.733 $
+6,8 %
1582.801 $+50.436 $
+9,5 %
1
INTEL CORPINTC→ 0Neutral591.473 $+591.473 $1
J P MORGAN EXCHANGE TRADED F→ 0538.279 $-2.418.625 $
-81,8 %
1271.703 $-310.015 $
-53,3 %
1
Merck & Co., Inc.MRK→ 0Sehr stark525.924 $+63.538 $
+13,7 %
1462.386 $+51.531 $
+12,5 %
1410.855 $+56.855 $
+16,1 %
1354.000 $+19.333 $
+5,8 %
1
PUBLIC SERVICE ENTERPRISE GROUP INCPEG→ 0Neutral501.082 $-6.798 $
-1,3 %
1507.880 $+4.078 $
+0,8 %
1503.802 $-19.826 $
-3,8 %
1523.628 $-4.517 $
-0,9 %
1
CINTAS CORPCTAS→ 0Neutral510.240 $+790 $
+0,2 %
1509.450 $+509.450 $1
SPDR GOLD TRUSTGLD→ 0434.688 $-73.054 $
-14,4 %
1507.742 $+507.742 $1
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST→ 0483.082 $+43.799 $
+10,0 %
1439.283 $+73.347 $
+20,0 %
1365.936 $+49.528 $
+15,7 %
1316.408 $+46.473 $
+17,2 %
1
AbbVie Inc.ABBV→ 0Neutral267.981 $-98.860 $
-26,9 %
1366.841 $-28.661 $
-7,2 %
1395.502 $-15.789 $
-3,8 %
1411.291 $+82.074 $
+24,9 %
1
ATI INCATI→ 0Neutral390.455 $+87.753 $
+29,0 %
1302.702 $+63.886 $
+26,8 %
1238.816 $+238.816 $1
AMPHENOL CORP /DE/APH→ 0Neutral388.006 $+72.711 $
+23,1 %
1315.295 $-48.938 $
-13,4 %
1364.233 $+30.716 $
+9,2 %
1333.517 $+67.394 $
+25,3 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral333.260 $+9.800 $
+3,0 %
1323.460 $-63.650 $
-16,4 %
1387.110 $+9.181 $
+2,4 %
1
MCDONALDS CORPMCD→ 0Stark302.949 $-44.841 $
-12,9 %
1347.790 $+6.224 $
+1,8 %
1341.566 $-633 $
-0,2 %
1342.199 $-6.526 $
-1,9 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark280.289 $-61.353 $
-18,0 %
1341.642 $+62.958 $
+22,6 %
1278.684 $-13.690 $
-4,7 %
1292.374 $+24.783 $
+9,3 %
1
CATERPILLAR INCCAT→ 0Sehr stark324.276 $+105.024 $
+47,9 %
1219.252 $+219.252 $1
Duke Energy CORPDUK→ 0Neutral321.117 $+2.247 $
+0,7 %
1318.870 $+34.384 $
+12,1 %
1284.486 $-14.730 $
-4,9 %
1299.216 $+14.930 $
+5,3 %
1
SVB WEALTH LLC→ 0315.183 $+16.801 $
+5,6 %
1298.382 $+21.144 $
+7,6 %
1277.238 $+64.569 $
+30,4 %
1212.669 $+212.669 $1
J.P. Morgan Exchange-Traded Fund Trust→ 0302.973 $+21.720 $
+7,7 %
1281.253 $+16.075 $
+6,1 %
1265.178 $+265.178 $1
INVESCO→ 0300.603 $-5.755.282 $
-95,0 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 0214.492 $-3.979 $
-1,8 %
1218.471 $-30.857 $
-12,4 %
1249.328 $-50.584 $
-16,9 %
1299.912 $+29.440 $
+10,9 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral299.645 $+27.790 $
+10,2 %
1271.855 $+271.855 $1
PROCTER & GAMBLE CoPG→ 0Neutral257.513 $+3.003 $
+1,2 %
1254.510 $+2.735 $
+1,1 %
1251.775 $-45.430 $
-15,3 %
1297.205 $-10.103 $
-3,3 %
1
L & S Advisors Inc→ 0226.202 $-70.823 $
-23,8 %
1297.025 $-27.357 $
-8,4 %
1
Walmart Inc.WMT→ 0Stark267.180 $-27.861 $
-9,4 %
1295.041 $+30.554 $
+11,6 %
1264.487 $+19.823 $
+8,1 %
1244.664 $+12.534 $
+5,4 %
1
MCKESSON CORPMCK→ 0Neutral256.904 $-37.318 $
-12,7 %
1294.222 $+294.222 $1
KCM INVESTMENT ADVISORS LLC→ 0293.788 $+11.046 $
+3,9 %
1282.742 $+25.804 $
+10,0 %
1256.938 $+36.633 $
+16,6 %
1220.305 $+220.305 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach285.156 $+44.510 $
+18,5 %
1240.646 $+11.606 $
+5,1 %
1229.040 $-10.006 $
-4,2 %
1
ISHARES GOLD TRUSTIAU→ 0239.216 $-43.160 $
-15,3 %
1282.376 $+49.256 $
+21,1 %
1233.120 $+28.491 $
+13,9 %
1204.629 $+204.629 $1
WD 40 COWDFC→ 0Neutral280.186 $+45.655 $
+19,5 %
1234.531 $-6.672 $
-2,8 %
1241.203 $-857 $
-0,4 %
1242.060 $-37.350 $
-13,4 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 0278.359 $+12.283 $
+4,6 %
1266.076 $+40.991 $
+18,2 %
1225.085 $+225.085 $1
Broadcom Inc.AVGO→ 0Neutral268.203 $+48.451 $
+22,0 %
1219.752 $+219.752 $1
FIRST TRUST EXCHANGE-TRADED FUND→ 0264.720 $+30.690 $
+13,1 %
1234.030 $+234.030 $1
GENERAL ELECTRIC COGE→ 0Neutral255.744 $+45.214 $
+21,5 %
1210.530 $+5.028 $
+2,4 %
1205.502 $+205.502 $1
CHEVRON CORPCVX→ 0Sehr stark215.985 $-38.916 $
-15,3 %
1254.901 $+254.901 $1
ORACLE CORPORCL→ 0Neutral251.892 $+251.892 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral251.869 $+30.338 $
+13,7 %
1
Sandisk CorpSNDK→ 0Stark245.563 $+245.563 $1
CURTISS WRIGHT CORPCW→ 0Stark242.483 $+24.525 $
+11,3 %
1217.958 $+12.767 $
+6,2 %
1
SEMPRASRE→ 0Sehr stark217.869 $-10.481 $
-4,6 %
1228.350 $+16.454 $
+7,8 %
1211.896 $-4.056 $
-1,9 %
1215.952 $+215.952 $1
MASTEC INCMTZ→ 0Neutral222.176 $+222.176 $1
SELECT SECTOR SPDR TRUST→ 0211.961 $-3.533 $
-1,6 %
1215.494 $+5.332 $
+2,5 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark214.979 $+1.620 $
+0,8 %
1213.359 $+8.136 $
+4,0 %
1205.223 $+205.223 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark210.419 $-41.442 $
-16,5 %
1
WESTERN DIGITAL CORPWDC→ 0Stark208.223 $+208.223 $1
VANGUARD MUN BD FDS→ 0202.683 $-5.294.031 $
-96,3 %
1
VANGUARD TAX-MANAGED FDS→ 0201.400 $-505.760 $
-71,5 %
1
195.320.291 $+18.085.306 $
+144,3 %
81171.394.588 $+20.828.128 $
+48,7 %
72161.078.695 $+11.592.652 $
+14,6 %
64149.143.565 $+14.263.203 $
+69,7 %
64
Erweitert ×