Investments: Jupiter Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Jupiter 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
234.494.455 $-3.948.412 $
+28,5 %
76238.671.111 $+27.976.244 $
+23,0 %
73210.929.714 $+19.326.221 $
+53,3 %
68198.802.554 $+13.576.381 $
+41,9 %
75
Alphabet Inc.GOOGL→ 0Stark34.938.433 $-4.786.826 $
-12,0 %
139.725.259 $+9.758.998 $
+32,6 %
129.966.261 $+5.207.625 $
+21,0 %
124.758.636 $+4.079.438 $
+19,7 %
1
MICROSOFT CORPMSFT→ 0Neutral13.151.939 $-1.145.085 $
-8,0 %
114.297.024 $-667.899 $
-4,5 %
114.964.923 $-1.727.052 $
-10,3 %
116.691.975 $-354.417 $
-2,1 %
1
NVIDIA CORPNVDA→ 0Neutral14.182.379 $-1.694.599 $
-10,7 %
115.876.978 $+3.165.806 $
+24,9 %
112.711.172 $-94.000 $
-0,7 %
112.805.172 $+447.791 $
+3,6 %
1
Apple Inc.AAPL→ 0Neutral15.301.936 $-407.867 $
-2,6 %
115.709.803 $+2.693.970 $
+20,7 %
113.015.833 $+911.232 $
+7,5 %
112.104.601 $+1.142.058 $
+10,4 %
1
Broadcom Inc.AVGO→ 0Neutral11.275.460 $-1.321.601 $
-10,5 %
112.597.061 $+3.414.379 $
+37,2 %
19.182.682 $+1.256.594 $
+15,9 %
17.926.088 $+784.564 $
+11,0 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral12.493.167 $+361.318 $
+3,0 %
112.131.849 $-314.675 $
-2,5 %
112.446.524 $+269.171 $
+2,2 %
112.177.353 $+717.587 $
+6,3 %
1
MORGAN STANLEYMS→ 0Neutral12.293.015 $+1.194.891 $
+10,8 %
111.098.124 $+1.739.199 $
+18,6 %
19.358.925 $+922.123 $
+10,9 %
18.436.802 $+631.380 $
+8,1 %
1
AMAZON COM INCAMZN→ 0Neutral8.396.957 $-1.402.819 $
-14,3 %
19.799.776 $+3.397.007 $
+53,1 %
16.402.769 $+522.026 $
+8,9 %
15.880.743 $+591.008 $
+11,2 %
1
ISHARES TR→ 08.406.828 $+7.990.402 $
+1.918,8 %
18.050.478 $+7.211.164 $
+859,2 %
18.047.146 $+7.634.653 $
+1.850,9 %
18.177.121 $+7.794.784 $
+2.038,7 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark7.365.085 $+1.561.188 $
+26,9 %
15.803.897 $+460.189 $
+8,6 %
15.343.708 $+1.655.125 $
+44,9 %
13.688.583 $+697.866 $
+23,3 %
1
SELECT SECTOR SPDR TRUST→ 05.149.652 $-832.803 $
-13,9 %
15.982.455 $+748.446 $
+14,3 %
15.234.009 $-100.552 $
-1,9 %
15.334.561 $+901.720 $
+20,3 %
1
Mastercard IncMA→ 0Neutral5.336.818 $+434.343 $
+8,9 %
14.902.475 $-894.838 $
-15,4 %
15.797.313 $+29.011 $
+0,5 %
15.768.302 $-92.182 $
-1,6 %
1
COZAD ASSET MANAGEMENT INC→ 05.507.800 $+19.737 $
+0,4 %
15.488.063 $-68.950 $
-1,2 %
15.557.013 $+545.938 $
+10,9 %
15.011.075 $+11.225 $
+0,2 %
1
Meta Platforms, Inc.META→ 0Neutral4.109.201 $-497.025 $
-10,8 %
14.606.226 $-377.817 $
-7,6 %
14.984.043 $-406.306 $
-7,5 %
15.390.349 $-335.438 $
-5,9 %
1
JOHNSON & JOHNSONJNJ→ 0Stark5.256.163 $+487.391 $
+10,2 %
14.768.772 $-292.435 $
-5,8 %
15.061.207 $+1.405.652 $
+38,5 %
13.655.555 $+312.796 $
+9,4 %
1
HOME DEPOT, INC.HD→ 0Neutral4.654.318 $+756.869 $
+19,4 %
13.897.449 $-1.159.802 $
-22,9 %
15.057.251 $-36.798 $
-0,7 %
15.094.049 $-25.018 $
-0,5 %
1
CROWN HOLDINGS, INC.CCK→ 0Stark4.361.539 $+452.848 $
+11,6 %
13.908.691 $-397.071 $
-9,2 %
14.305.762 $+528.610 $
+14,0 %
13.777.152 $-244.015 $
-6,1 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach3.146.923 $-302.310 $
-8,8 %
13.449.233 $-284.080 $
-7,6 %
13.733.313 $-81.931 $
-2,1 %
13.815.244 $-234.684 $
-5,8 %
1
CITIGROUP INCC→ 0Neutral3.401.028 $+670.828 $
+24,6 %
12.730.200 $+284.900 $
+11,7 %
12.445.300 $+214.837 $
+9,6 %
12.230.463 $+337.463 $
+17,8 %
1
ASML HOLDING NVASML→ 0Sehr stark3.173.157 $+887.774 $
+38,8 %
12.285.383 $+583.070 $
+34,3 %
11.702.313 $+46.879 $
+2,8 %
11.655.434 $+710.971 $
+75,3 %
1
Ancora Advisors LLC→ 03.134.372 $+75.299 $
+2,5 %
13.059.073 $+488.095 $
+19,0 %
12.570.978 $+123.164 $
+5,0 %
12.447.814 $+159.351 $
+7,0 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral3.034.110 $+167.850 $
+5,9 %
12.866.260 $+152.610 $
+5,6 %
12.713.650 $+324.600 $
+13,6 %
12.389.050 $+154.980 $
+6,9 %
1
Karpus Management, Inc.→ 02.820.385 $+43.243 $
+1,6 %
12.777.142 $+2.777.142 $1
Marathon Petroleum CorpMPC→ 0Stark2.556.700 $+65.800 $
+2,6 %
12.490.900 $+510.700 $
+25,8 %
11.980.200 $+52.800 $
+2,7 %
11.927.400 $+310.100 $
+19,2 %
1
ELI LILLY & CoLLY→ 0Neutral2.499.612 $+736.270 $
+41,8 %
11.763.342 $-140.845 $
-7,4 %
11.904.187 $+664.312 $
+53,6 %
11.239.875 $+166.579 $
+15,5 %
1
NIKE, Inc.NKE→ 0Schwach1.026.373 $-32.254 $
-3,0 %
11.058.627 $-936.044 $
-46,9 %
11.994.671 $-502.012 $
-20,1 %
12.496.683 $-267.463 $
-9,7 %
1
SPDR GOLD TRUSTGLD→ 0974.365 $-810.058 $
-45,4 %
11.784.423 $-537.979 $
-23,2 %
12.322.402 $+1.874.510 $
+418,5 %
1447.892 $+246.905 $
+122,8 %
1
PROSHARES TRUST→ 02.184.062 $+121.531 $
+5,9 %
12.062.531 $-143.597 $
-6,5 %
12.206.128 $+198.840 $
+9,9 %
12.007.288 $-44.209 $
-2,2 %
1
PEPSICO INCPEP→ 0Stark1.692.500 $-173.375 $
-9,3 %
11.865.875 $-224.125 $
-10,7 %
12.090.000 $+334.500 $
+19,1 %
11.755.500 $-111.375 $
-6,0 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral2.085.468 $+361.004 $
+20,9 %
11.724.464 $-197.768 $
-10,3 %
11.922.232 $+34.038 $
+1,8 %
11.888.194 $+253.690 $
+15,5 %
1
SCHWAB STRATEGIC TRUST→ 01.879.750 $-1.400 $
-0,1 %
11.881.150 $+470.850 $
+33,4 %
11.410.300 $+1.000.800 $
+244,4 %
1409.500 $+409.500 $1
Merck & Co., Inc.MRK→ 0Sehr stark1.773.300 $+207.690 $
+13,3 %
11.565.610 $-79.902 $
-4,9 %
11.645.512 $+487.278 $
+42,1 %
11.158.234 $+16.836 $
+1,5 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark1.273.650 $-26.200 $
-2,0 %
11.299.850 $-293.725 $
-18,4 %
11.593.575 $+345.550 $
+27,7 %
11.248.025 $+141.600 $
+12,8 %
1
Walmart Inc.WMT→ 0Stark1.317.440 $-211.819 $
-13,9 %
11.529.259 $-25.241 $
-1,6 %
11.554.500 $+335.094 $
+27,5 %
11.219.406 $+24.492 $
+2,0 %
1
CROWN CASTLE INC.CCI→ 0Neutral757.300 $-138.900 $
-15,5 %
1896.200 $-508.760 $
-36,2 %
11.404.960 $-138.880 $
-9,0 %
11.543.840 $-85.280 $
-5,2 %
1
Bunge Global SABG→ 0Neutral1.286.950 $-232.599 $
-15,3 %
11.519.549 $+51.608 $
+3,5 %
11.467.941 $+488.228 $
+49,8 %
1979.713 $-23.995 $
-2,4 %
1
PULTEGROUP INC/MI/PHM→ 0Sehr stark1.440.217 $+153.613 $
+11,9 %
1
NETFLIX INCNFLX→ 0Stark656.880 $-253.744 $
-27,9 %
1910.624 $+212.712 $
+30,5 %
1697.912 $-680.846 $
-49,4 %
11.378.758 $-6.348 $
-0,5 %
1
PFIZER INCPFE→ 0Stark935.508 $-363.790 $
-28,0 %
11.299.298 $-75.576 $
-5,5 %
11.374.874 $+544.226 $
+65,5 %
1830.648 $+10.432 $
+1,3 %
1
Nuveen Preferred & Income Opportunities FundJPC→ 01.329.616 $-16.873 $
-1,3 %
11.346.489 $+1.346.489 $1
MICRON TECHNOLOGY INCMU→ 0Stark1.327.434 $+523.804 $
+65,2 %
1803.630 $+803.630 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral1.239.600 $+136.650 $
+12,4 %
11.102.950 $-191.400 $
-14,8 %
11.294.350 $+37.050 $
+2,9 %
11.257.300 $+88.950 $
+7,6 %
1
KB HOMEKBH→ 0Stark1.177.340 $-1.295 $
-0,1 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 01.143.287 $+18.611 $
+1,7 %
11.124.676 $+38.461 $
+3,5 %
11.086.215 $+31.017 $
+2,9 %
11.055.198 $+4.962 $
+0,5 %
1
CHEVRON CORPCVX→ 0Sehr stark248.640 $-830.160 $
-77,0 %
11.078.800 $+759.600 $
+238,0 %
1319.200 $+319.200 $1
Walt Disney CoDIS→ 0Neutral420.901 $-252.347 $
-37,5 %
1673.248 $+16.173 $
+2,5 %
1657.075 $-419.569 $
-39,0 %
11.076.644 $-20.122 $
-1,8 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.067.780 $+174.392 $
+19,5 %
1893.388 $+593.068 $
+197,5 %
1300.320 $+135 $
+0,0 %
1300.185 $+10.015 $
+3,5 %
1
LENNAR CORP /NEW/LEN→ 0Neutral1.058.736 $+90.150 $
+9,3 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark822.278 $-194.273 $
-19,1 %
11.016.551 $+33.673 $
+3,4 %
1982.878 $+303.466 $
+44,7 %
1679.412 $-141.843 $
-17,3 %
1
EXXON MOBIL CORPXOM→ 0Stark888.680 $-96.525 $
-9,8 %
1985.205 $+235.555 $
+31,4 %
1749.650 $+185.900 $
+33,0 %
1563.750 $+25.750 $
+4,8 %
1
REPUBLIC SERVICES, INC.RSG→ 0Neutral942.879 $+41.639 $
+4,6 %
1901.240 $-76.110 $
-7,8 %
1977.350 $+134.011 $
+15,9 %
1843.339 $-11.981 $
-1,4 %
1
MCDONALDS CORPMCD→ 0Stark946.085 $+118.985 $
+14,4 %
1827.100 $+162.940 $
+24,5 %
1664.160 $+56.380 $
+9,3 %
1607.780 $-2.360 $
-0,4 %
1
CATERPILLAR INCCAT→ 0Sehr stark860.439 $+131.381 $
+18,0 %
1729.058 $+116.360 $
+19,0 %
1612.698 $+227.161 $
+58,9 %
1385.537 $+51.267 $
+15,3 %
1
VANGUARD STAR FDS→ 0586.889 $+156.004 $
+36,2 %
1839.314 $+29.102 $
+3,6 %
1810.212 $-7.236.934 $
-89,9 %
1724.683 $-7.452.438 $
-91,1 %
1
Phillips 66PSX→ 0Stark710.010 $-11.634 $
-1,6 %
1721.644 $+370.059 $
+105,3 %
1351.585 $+140.754 $
+66,8 %
1210.831 $+210.831 $1
LAM RESEARCH CORPLRCX→ 0Stark649.995 $+206.835 $
+46,7 %
1443.160 $+96.225 $
+27,7 %
1346.935 $+146.085 $
+72,7 %
1200.850 $+40.740 $
+25,4 %
1
AMPHENOL CORP /DE/APH→ 0Neutral617.120 $+617.120 $1
Medtronic plcMDT→ 0Neutral469.380 $+12.120 $
+2,7 %
1457.260 $-148.020 $
-24,5 %
1605.280 $+33.840 $
+5,9 %
1571.440 $+13.980 $
+2,5 %
1
JPMORGAN CHASE & COJPM→ 0Neutral590.503 $+48.852 $
+9,0 %
1541.651 $-4.312 $
-0,8 %
1545.963 $-23.073 $
-4,1 %
1569.036 $+44.920 $
+8,6 %
1
Grayscale Ethereum Staking Mini ETFETH→ 0587.700 $+408.980 $
+228,8 %
1
Parker-Hannifin CorpPH→ 0Neutral552.638 $+54.099 $
+10,9 %
1498.539 $-56.410 $
-10,2 %
1554.949 $+403.319 $
+266,0 %
1151.630 $-780 $
-0,5 %
1
CRISPR Therapeutics AGCRSP→ 0Schwach463.590 $+15.215 $
+3,4 %
1448.375 $+32.470 $
+7,8 %
1415.905 $-134.980 $
-24,5 %
1550.885 $+120.910 $
+28,1 %
1
AMGEN INCAMGN→ 0Neutral543.180 $+38.505 $
+7,6 %
1504.675 $-44.625 $
-8,1 %
1549.300 $+549.300 $1
CVS HEALTH CorpCVS→ 0Neutral527.730 $+198.230 $
+60,2 %
1
Zscaler, Inc.ZS→ 0Neutral299.075 $-225.330 $
-43,0 %
1524.405 $+107.750 $
+25,9 %
1
VANGUARD SPECIALIZED FUNDS→ 0430.885 $-7.975.943 $
-94,9 %
1416.426 $-7.634.052 $
-94,8 %
1412.493 $+19.539 $
+5,0 %
1392.954 $-331.729 $
-45,8 %
1
GE Vernova Inc.GEV→ 0Sehr stark411.201 $+411.201 $1
ANNALY CAPITAL MANAGEMENT INCNLY→ 0Stark407.789 $+3.647 $
+0,9 %
1404.142 $-1.632 $
-0,4 %
1405.774 $+69.867 $
+20,8 %
1335.907 $-10.803 $
-3,1 %
1
iSHARES TRUST→ 0374.445 $+374.445 $1
BlackRock Finance, Inc.→ 0371.544 $+4.417 $
+1,2 %
1367.127 $+16.492 $
+4,7 %
1350.635 $+28.392 $
+8,8 %
1322.243 $+202.643 $
+169,4 %
1
BILL Holdings, Inc.BILL→ 0Neutral370.790 $+370.790 $1
Crocs, Inc.CROX→ 0Neutral365.531 $+656 $
+0,2 %
1
GLOBALT Investments LLC / GA→ 0334.120 $+572 $
+0,2 %
1
Virtus Dividend, Interest & Premium Strategy FundNFJ→ 0325.393 $+13.496 $
+4,3 %
1311.897 $+311.897 $1
CHIPOTLE MEXICAN GRILL INCCMG→ 0Schwach313.520 $-419.118 $
-57,2 %
1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral200.620 $-109.715 $
-35,4 %
1310.335 $+97.755 $
+46,0 %
1212.580 $-4.390 $
-2,0 %
1
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUNDAFB→ 0310.068 $+7.609 $
+2,5 %
1302.459 $+302.459 $1
INSMED IncINSM→ 0Schwach288.020 $+288.020 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach281.210 $+281.210 $1
Rocket Companies, Inc.RKT→ 0Schwach276.800 $+276.800 $1
Palo Alto Networks IncPANW→ 0Neutral244.215 $-10.310 $
-4,1 %
1254.525 $+121.880 $
+91,9 %
1
Cheniere Energy, Inc.LNG→ 0Sehr stark143.406 $-107.943 $
-42,9 %
1251.349 $+120.735 $
+92,4 %
1130.614 $-10.374 $
-7,4 %
1140.988 $+2.214 $
+1,6 %
1
HALLIBURTON COHAL→ 0Sehr stark237.650 $+114.590 $
+93,1 %
1123.060 $+123.060 $1
Toast, Inc.TOST→ 0Neutral194.740 $+83.090 $
+74,4 %
1111.650 $-19.050 $
-14,6 %
1130.700 $+130.700 $1
Robinhood Markets, Inc.HOOD→ 0Schwach166.089 $+35.745 $
+27,4 %
1
VISA INC.V→ 0Neutral162.090 $+162.090 $1
Bank of New York Mellon CorpBK→ 0128.469 $+51 $
+0,0 %
1128.418 $-2.448 $
-1,9 %
1130.866 $+204 $
+0,2 %
1130.662 $+994 $
+0,8 %
1
FRANKLIN MANAGED MUNICIPAL INCOME TRUSTPMM→ 0130.800 $+5.200 $
+4,1 %
1125.600 $+125.600 $1
UNION PACIFIC CORPUNP→ 0Stark130.288 $+3.521 $
+2,8 %
1126.767 $+1.379 $
+1,1 %
1125.388 $+12.167 $
+10,7 %
1113.221 $+6.318 $
+5,9 %
1
Palantir Technologies Inc.PLTR→ 0Neutral104.040 $-25.090 $
-19,4 %
1129.130 $+129.130 $1
HORTON D R INC /DE/DHI→ 0Stark127.103 $+127.103 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral102.885 $-19.710 $
-16,1 %
1122.595 $+14.565 $
+13,5 %
1
CAMECO CORPCCJ→ 0101.860 $-13.530 $
-11,7 %
1115.390 $-338.210 $
-74,6 %
1
CONOCOPHILLIPSCOP→ 0Stark105.660 $+105.660 $1
CASS INFORMATION SYSTEMS INCCASS→ 0Stark102.640 $+102.640 $1
234.494.455 $-3.948.412 $
+28,5 %
76238.671.111 $+27.976.244 $
+23,0 %
73210.929.714 $+19.326.221 $
+53,3 %
68198.802.554 $+13.576.381 $
+41,9 %
75
Erweitert ×