Investments: Meridian Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Meridian 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
500.197.818 $+53.280.388 $
+59,1 %
84436.057.538 $+9.263.788 $
+379,9 %
77430.577.594 $+5.328.661 $
+28,9 %
72425.217.334 $-10.710.487 $
+107,5 %
69
iSHARES TRUST→ 0157.281.765 $+19.803.626 $
+14,4 %
1137.478.139 $+4.478.682 $
+3,4 %
1132.999.457 $+6.019.890 $
+4,7 %
1126.979.567 $+15.520.168 $
+13,9 %
1
SCHWAB STRATEGIC TRUST→ 0156.633.338 $+21.570.241 $
+16,0 %
1135.063.097 $-1.748.926 $
-1,3 %
1136.812.023 $+1.210.309 $
+0,9 %
1135.601.714 $+20.155.014 $
+17,5 %
1
ISHARES TR→ 052.905.422 $+51.348.493 $
+3.298,1 %
149.587.201 $+49.272.352 $
+15.649,5 %
149.625.453 $+17.641.578 $
+55,2 %
151.488.642 $+20.338.590 $
+65,3 %
1
ISHARES SP 500/BARRA GROWTH I→ 037.857.200 $-15.048.222 $
-28,4 %
130.827.228 $+30.504.264 $
+9.445,1 %
131.983.875 $+30.489.710 $
+2.040,6 %
131.150.052 $+30.702.503 $
+6.860,1 %
1
COZAD ASSET MANAGEMENT INC→ 022.903.948 $+2.637.304 $
+13,0 %
120.266.644 $+1.355.775 $
+7,2 %
118.910.869 $+141.655 $
+0,8 %
118.769.214 $+4.117.323 $
+28,1 %
1
Apple Inc.AAPL→ 0Neutral10.548.553 $+1.033.665 $
+10,9 %
19.514.888 $-531.802 $
-5,3 %
110.046.690 $+255.059 $
+2,6 %
19.791.631 $+1.550.131 $
+18,8 %
1
PPG INDUSTRIES INCPPG→ 0Stark9.480.846 $+1.026.235 $
+12,1 %
18.454.611 $+187.445 $
+2,3 %
18.267.166 $-394.189 $
-4,6 %
18.661.355 $-5.948.668 $
-40,7 %
1
NVIDIA CORPNVDA→ 0Neutral4.359.428 $+680.053 $
+18,5 %
13.679.375 $+128.912 $
+3,6 %
13.550.463 $-117.016 $
-3,2 %
13.667.479 $-713.005 $
-16,3 %
1
MICROSOFT CORPMSFT→ 0Neutral2.777.994 $+115.483 $
+4,3 %
12.662.511 $-658.831 $
-19,8 %
13.321.342 $-353.615 $
-9,6 %
13.674.957 $-213.373 $
-5,5 %
1
Alphabet Inc.GOOGL→ 0Neutral3.174.562 $+669.776 $
+26,7 %
12.504.786 $-289.292 $
-10,4 %
12.794.078 $+125.997 $
+4,7 %
12.668.081 $+429.962 $
+19,2 %
1
HOME DEPOT, INC.HD→ 0Stark1.841.672 $+55.878 $
+3,1 %
11.785.794 $-93.523 $
-5,0 %
11.879.317 $-356.755 $
-16,0 %
12.236.072 $-16.156 $
-0,7 %
1
AMAZON COM INCAMZN→ 0Stark2.116.620 $+391.380 $
+22,7 %
11.725.240 $+357 $
+0,0 %
11.724.883 $+8.318 $
+0,5 %
11.716.565 $-207.891 $
-10,8 %
1
Meta Platforms, Inc.META→ 0Neutral1.045.786 $+23.770 $
+2,3 %
11.022.016 $-178.249 $
-14,9 %
11.200.265 $-647.078 $
-35,0 %
11.847.343 $-321.529 $
-14,8 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral1.797.378 $+630.391 $
+54,0 %
11.166.987 $+131.068 $
+12,7 %
11.035.919 $-111.485 $
-9,7 %
11.147.404 $-195.493 $
-14,6 %
1
NVR INCNVR→ 0Stark1.785.111 $+58.575 $
+3,4 %
11.726.536 $+1.726.536 $1
VANGUARD STAR FDS→ 01.778.962 $+1.163.733 $
+189,2 %
11.556.929 $-29.270.299 $
-94,9 %
11.494.165 $+42.448 $
+2,9 %
11.451.717 $+1.104.240 $
+317,8 %
1
VANGUARD GROUP INC→ 0938.979 $-35.600 $
-3,7 %
1974.579 $-2.932 $
-0,3 %
1977.511 $-608.749 $
-38,4 %
11.586.260 $+437.060 $
+38,0 %
1
Broadcom Inc.AVGO→ 0Stark1.472.587 $+297.280 $
+25,3 %
11.175.307 $-87.028 $
-6,9 %
11.262.335 $+53.771 $
+4,4 %
11.208.564 $+139.507 $
+13,0 %
1
Meridian CorpMRBK→ 0Stark1.339.005 $+71.738 $
+5,7 %
11.267.267 $+92.238 $
+7,8 %
11.175.029 $+34.523 $
+3,0 %
11.140.506 $-660.562 $
-36,7 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.320.408 $+706.659 $
+115,1 %
1613.749 $-2.390 $
-0,4 %
1616.139 $+153.095 $
+33,1 %
1463.044 $-83.272 $
-15,2 %
1
SPDR GOLD TRUSTGLD→ 0899.584 $-151.185 $
-14,4 %
11.050.769 $+82.979 $
+8,6 %
1967.790 $+60.630 $
+6,7 %
1907.160 $+129.233 $
+16,6 %
1
MICRON TECHNOLOGY INCMU→ 0Stark964.603 $+727.888 $
+307,5 %
1236.715 $+236.715 $1
Tesla, Inc.TSLA→ 0Schwach960.652 $+210.460 $
+28,1 %
1750.192 $-143.403 $
-16,0 %
1893.595 $-10.521 $
-1,2 %
1904.116 $+270.701 $
+42,7 %
1
EXXON MOBIL CORPXOM→ 0Stark777.679 $-175.060 $
-18,4 %
1952.739 $+289.635 $
+43,7 %
1663.104 $-28.262 $
-4,1 %
1691.366 $+18.861 $
+2,8 %
1
JPMORGAN CHASE & COJPM→ 0Stark928.308 $+96.422 $
+11,6 %
1831.886 $-84.346 $
-9,2 %
1916.232 $-20.266 $
-2,2 %
1936.498 $-634.069 $
-40,4 %
1
S&P Global Inc.SPGI→ 0Stark515.338 $-103.268 $
-16,7 %
1618.606 $-307.621 $
-33,2 %
1926.227 $+63.106 $
+7,3 %
1863.121 $-80.928 $
-8,6 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral839.626 $+30.284 $
+3,7 %
1809.342 $+292.794 $
+56,7 %
1516.548 $+55.593 $
+12,1 %
1460.955 $+56.167 $
+13,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral748.850 $+30.710 $
+4,3 %
1718.140 $-36.660 $
-4,9 %
1754.800 $+600 $
+0,1 %
1754.200 $+25.400 $
+3,5 %
1
VANGUARD WORLD FUND→ 0752.541 $+204.164 $
+37,2 %
1548.377 $+87.213 $
+18,9 %
1461.164 $+112.636 $
+32,3 %
1348.528 $+138.400 $
+65,9 %
1
COMMUNITY FINANCIAL SYSTEM, INC.CBU→ 0Stark730.950 $+92.240 $
+14,4 %
1638.710 $+13.177 $
+2,1 %
1625.533 $-15.238 $
-2,4 %
1640.771 $+18.943 $
+3,0 %
1
ELI LILLY & CoLLY→ 0Neutral727.656 $+198.174 $
+37,4 %
1529.482 $-71.982 $
-12,0 %
1601.464 $+162.230 $
+36,9 %
1439.234 $-81.233 $
-15,6 %
1
Centessa Pharmaceuticals plcCNTA→ 0718.972 $+266.265 $
+58,8 %
1452.707 $+13.757 $
+3,1 %
1438.950 $-61.698 $
-12,3 %
1
AbbVie Inc.ABBV→ 0Neutral706.439 $+98.698 $
+16,2 %
1607.741 $+18.845 $
+3,2 %
1588.896 $-24.763 $
-4,0 %
1613.659 $-315.617 $
-34,0 %
1
FULTON FINANCIAL CORPFULT→ 0Neutral666.242 $+106.484 $
+19,0 %
1559.758 $+27.795 $
+5,2 %
1531.963 $+19.264 $
+3,8 %
1512.699 $+16.237 $
+3,3 %
1
ORACLE CORPORCL→ 0Stark386.453 $+62.222 $
+19,2 %
1324.231 $-91.513 $
-22,0 %
1415.744 $-212.266 $
-33,8 %
1628.010 $+128.439 $
+25,7 %
1
VANGUARD SPECIALIZED FUNDS→ 0615.229 $-37.241.971 $
-98,4 %
1558.696 $-49.028.505 $
-98,9 %
1570.510 $-49.054.943 $
-98,9 %
1447.549 $-45.146.297 $
-99,0 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0581.546 $+50.705 $
+9,6 %
1530.841 $+225.111 $
+73,6 %
1305.730 $+6.975 $
+2,3 %
1298.755 $+298.755 $1
Walmart Inc.WMT→ 0Stark537.872 $-43.138 $
-7,4 %
1581.010 $+82.227 $
+16,5 %
1498.783 $+19.862 $
+4,1 %
1478.921 $+9.185 $
+2,0 %
1
MCDONALDS CORPMCD→ 0Neutral460.879 $-92.328 $
-16,7 %
1553.207 $+7.962 $
+1,5 %
1545.245 $+1.889 $
+0,3 %
1543.356 $+18.325 $
+3,5 %
1
COLGATE PALMOLIVE COCL→ 0Sehr stark534.832 $+56.719 $
+11,9 %
1478.113 $+478.113 $1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral517.428 $+270.768 $
+109,8 %
1246.660 $+246.660 $1
LOCKHEED MARTIN CORPLMT→ 0Stark421.517 $-82.169 $
-16,3 %
1503.686 $+503.686 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark495.604 $+123.223 $
+33,1 %
1372.381 $+8.311 $
+2,3 %
1364.070 $+140.313 $
+62,7 %
1223.757 $-13.477 $
-5,7 %
1
VISA INC.V→ 0Neutral492.221 $+83.088 $
+20,3 %
1409.133 $-68.418 $
-14,3 %
1477.551 $-1.292 $
-0,3 %
1478.843 $-49.354 $
-9,3 %
1
LOWES COMPANIES INCLOW→ 0Neutral404.968 $-36.325 $
-8,2 %
1441.293 $+19.343 $
+4,6 %
1421.950 $-28.064 $
-6,2 %
1450.014 $+46.949 $
+11,6 %
1
RTX CorpRTX→ 0Neutral420.758 $-9.152 $
-2,1 %
1429.910 $+72.891 $
+20,4 %
1357.019 $+21.243 $
+6,3 %
1335.776 $+27.430 $
+8,9 %
1
INTEL CORPINTC→ 0Neutral425.360 $+425.360 $1
Rocket Lab CorpRKLB→ 0Sehr schwach422.967 $+161.591 $
+61,8 %
1261.376 $-21.223 $
-7,5 %
1282.599 $+282.599 $1
CATERPILLAR INCCAT→ 0Sehr stark418.071 $+144.894 $
+53,0 %
1273.177 $+59.157 $
+27,6 %
1214.020 $+214.020 $1
Philip Morris International Inc.PM→ 0Neutral404.033 $+45.520 $
+12,7 %
1358.513 $+81.609 $
+29,5 %
1276.904 $-28.898 $
-9,4 %
1305.802 $-69.448 $
-18,5 %
1
PROCTER & GAMBLE CoPG→ 0Neutral289.322 $-4.037 $
-1,4 %
1293.359 $-9.886 $
-3,3 %
1303.245 $-83.954 $
-21,7 %
1387.199 $-195.276 $
-33,5 %
1
NETFLIX INCNFLX→ 0Neutral235.606 $-96.285 $
-29,0 %
1331.891 $+31.316 $
+10,4 %
1300.575 $-79.459 $
-20,9 %
1380.034 $-75.243 $
-16,5 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark351.752 $-19.930 $
-5,4 %
1371.682 $+76.752 $
+26,0 %
1294.930 $-44.784 $
-13,2 %
1339.714 $-46.368 $
-12,0 %
1
ISHARES GOLD TRUSTIAU→ 0226.002 $-37.861 $
-14,3 %
1263.863 $-105.786 $
-28,6 %
1369.649 $+41.165 $
+12,5 %
1328.484 $+47.926 $
+17,1 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral352.839 $+45.752 $
+14,9 %
1307.087 $-58.391 $
-16,0 %
1365.478 $+39.897 $
+12,3 %
1325.581 $-44.690 $
-12,1 %
1
BOEING COBA→ 0Schwach347.363 $-9.034 $
-2,5 %
1356.397 $-5.471 $
-1,5 %
1361.868 $+68.842 $
+23,5 %
1293.026 $-84.688 $
-22,4 %
1
Mastercard IncMA→ 0Neutral317.499 $+11.116 $
+3,6 %
1306.383 $-37.392 $
-10,9 %
1343.775 $-15.818 $
-4,4 %
1359.593 $-16.448 $
-4,4 %
1
VANGUARD TAX-MANAGED FDS→ 0351.975 $-1.426.987 $
-80,2 %
1322.964 $-235.732 $
-42,2 %
1314.849 $-255.661 $
-44,8 %
1347.477 $-51.141.165 $
-99,3 %
1
LAM RESEARCH CORPLRCX→ 0Stark321.531 $+321.531 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral320.313 $+62.606 $
+24,3 %
1257.707 $-24.290 $
-8,6 %
1281.997 $+281.997 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark314.705 $+47.279 $
+17,7 %
1267.426 $+1.473 $
+0,6 %
1265.953 $+8.934 $
+3,5 %
1257.019 $+14.272 $
+5,9 %
1
Sandisk CorpSNDK→ 0Sehr stark311.502 $+311.502 $1
ABBOTT LABORATORIESABT→ 0Neutral229.699 $-64.747 $
-22,0 %
1294.446 $-162.050 $
-35,5 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral291.613 $+54.453 $
+23,0 %
1237.160 $-12.769 $
-5,1 %
1249.929 $+27.481 $
+12,4 %
1222.448 $+1.394 $
+0,6 %
1
TE Connectivity plcTEL→ 0Stark245.159 $-11.936 $
-4,6 %
1257.095 $-27.294 $
-9,6 %
1284.389 $+7.341 $
+2,6 %
1277.048 $+61.993 $
+28,8 %
1
CHEVRON CORPCVX→ 0Sehr stark213.057 $-62.810 $
-22,8 %
1275.867 $+275.867 $1
Merck & Co., Inc.MRK→ 0Stark274.134 $+8.853 $
+3,3 %
1265.281 $+34.936 $
+15,2 %
1230.345 $+12.350 $
+5,7 %
1217.995 $+217.995 $1
GENERAL ELECTRIC COGE→ 0Stark269.772 $+68.918 $
+34,3 %
1200.854 $-17.472 $
-8,0 %
1218.326 $-3.005 $
-1,4 %
1221.331 $+221.331 $1
AppLovin CorpAPP→ 0Neutral249.314 $-19.421 $
-7,2 %
1268.735 $+268.735 $1
COCA COLA COKO→ 0Neutral265.239 $+16.656 $
+6,7 %
1248.583 $+22.237 $
+9,8 %
1226.346 $+16.597 $
+7,9 %
1209.749 $-36.085 $
-14,7 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral215.300 $-46.206 $
-17,7 %
1261.506 $-23.453 $
-8,2 %
1
Palantir Technologies Inc.PLTR→ 0Neutral218.251 $-9.448 $
-4,1 %
1227.699 $-28.055 $
-11,0 %
1255.754 $-220.958 $
-46,4 %
1
Duke Energy CORPDUK→ 0Neutral253.920 $+6.836 $
+2,8 %
1247.084 $+29.424 $
+13,5 %
1217.660 $-9.050 $
-4,0 %
1226.710 $-139.916 $
-38,2 %
1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral207.063 $+1.602 $
+0,8 %
1205.461 $-38.488 $
-15,8 %
1243.949 $+38.300 $
+18,6 %
1205.649 $+205.649 $1
STARBUCKS CORPSBUX→ 0Schwach241.503 $+241.503 $1
GE Vernova Inc.GEV→ 0Neutral240.847 $-75.056 $
-23,8 %
1
Prologis, Inc.PLD→ 0Neutral229.782 $+10.999 $
+5,0 %
1218.783 $+14.375 $
+7,0 %
1204.408 $-35.877 $
-14,9 %
1240.285 $-156.983 $
-39,5 %
1
KLA CORPKLAC→ 0Stark239.559 $+239.559 $1
LINDE PLCLIN→ 0Stark233.697 $+12.422 $
+5,6 %
1221.275 $+12.591 $
+6,0 %
1208.684 $-4.950 $
-2,3 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach233.063 $+19.852 $
+9,3 %
1213.211 $-492.541 $
-69,8 %
1
WESTERN DIGITAL CORPWDC→ 0Stark231.648 $+231.648 $1
COMCAST CORPCMCSA→ 0Stark221.446 $-9.848 $
-4,3 %
1231.294 $+3.588 $
+1,6 %
1227.706 $-80.912 $
-26,2 %
1
PROVIDENT FINANCIAL SERVICES INCPFS→ 0Stark231.129 $+24.226 $
+11,7 %
1206.903 $+206.903 $1
PUBLIC SERVICE ENTERPRISE GROUP INCPEG→ 0Stark222.728 $+19.438 $
+9,6 %
1203.290 $+2.114 $
+1,1 %
1201.176 $-12.424 $
-5,8 %
1213.600 $+10.364 $
+5,1 %
1
Vertex, Inc.VERX→ 0Schwach192.692 $-26.716 $
-12,2 %
1219.408 $+219.408 $1
Marvell Technology, Inc.MRVL→ 0Stark218.205 $+218.205 $1
AMERICAN EXPRESS COAXP→ 0Stark215.931 $+215.931 $1
BlackRock Fund Advisors→ 0203.977 $-9.855 $
-4,6 %
1213.832 $+213.832 $1
MORGAN STANLEYMS→ 0Neutral212.808 $-792 $
-0,4 %
1213.600 $+213.600 $1
WASTE MANAGEMENT INCWM→ 0Sehr stark210.565 $+10.555 $
+5,3 %
1200.010 $-136 $
-0,1 %
1200.146 $-5.870 $
-2,8 %
1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark209.892 $+209.892 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark208.916 $+208.916 $1
TRAVELERS COMPANIES, INC.TRV→ 0Stark207.976 $+207.976 $1
Palo Alto Networks IncPANW→ 0Neutral206.732 $+206.732 $1
ANALOG DEVICES INCADI→ 0Stark206.399 $+206.399 $1
500.197.818 $+53.280.388 $
+59,1 %
84436.057.538 $+9.263.788 $
+379,9 %
77430.577.594 $+5.328.661 $
+28,9 %
72425.217.334 $-10.710.487 $
+107,5 %
69
Erweitert ×