Investments: MARIPAU WEALTH MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: MARIPAU 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
178.641.660 $+18.555.215 $
+56,8 %
91143.521.590 $+16.657.771 $
+22,1 %
82139.445.752 $-594.664 $
+6,8 %
82127.574.187 $+884.867 $
+3,7 %
72
SPDR SERIES TRUST→ 026.993.841 $+7.190.019 $
+36,3 %
119.803.822 $+996.334 $
+5,3 %
118.807.488 $+1.354.391 $
+7,8 %
117.453.097 $+1.713.989 $
+10,9 %
1
Pacer Funds Trust→ 020.813.513 $+1.687.174 $
+8,8 %
119.126.339 $+418.302 $
+2,2 %
118.708.037 $+595.501 $
+3,3 %
118.112.536 $+594.073 $
+3,4 %
1
VANGUARD TAX-MANAGED FDS→ 014.732.788 $+12.582.166 $
+585,0 %
112.270.924 $+6.907.457 $
+128,8 %
111.368.936 $+719.329 $
+6,8 %
110.649.607 $+4.826.698 $
+82,9 %
1
iSHARES TRUST→ 013.420.185 $+478.219 $
+3,7 %
112.941.966 $+1.332.066 $
+11,5 %
111.609.900 $-843.690 $
-6,8 %
112.453.590 $-3.481.524 $
-21,8 %
1
SCHWAB STRATEGIC TRUST→ 07.887.788 $+1.675.540 $
+27,0 %
16.212.248 $+957.765 $
+18,2 %
15.254.483 $+481.032 $
+10,1 %
14.773.451 $+2.004.100 $
+72,4 %
1
ISHARES TR→ 05.943.918 $+5.742.960 $
+2.857,8 %
15.363.467 $+4.975.431 $
+1.282,2 %
16.051.087 $-5.317.849 $
-46,8 %
15.822.909 $-3.745.973 $
-39,1 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 05.659.414 $+1.142.241 $
+25,3 %
14.517.173 $+349.120 $
+8,4 %
14.168.053 $+211.810 $
+5,4 %
13.956.243 $+331.404 $
+9,1 %
1
Apple Inc.AAPL→ 0Neutral4.947.512 $+1.130.391 $
+29,6 %
13.817.121 $+43.112 $
+1,1 %
13.774.009 $+870.380 $
+30,0 %
12.903.629 $-367.835 $
-11,2 %
1
COZAD ASSET MANAGEMENT INC→ 04.429.324 $+339.079 $
+8,3 %
14.090.245 $+63.508 $
+1,6 %
14.026.737 $+1.587.401 $
+65,1 %
12.439.336 $+356.421 $
+17,1 %
1
NVIDIA CORPNVDA→ 0Neutral4.158.796 $+635.212 $
+18,0 %
13.523.584 $-365.033 $
-9,4 %
13.888.617 $+69.483 $
+1,8 %
13.819.134 $+200.956 $
+5,6 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 03.953.222 $+1.493.862 $
+60,7 %
12.459.360 $+330.571 $
+15,5 %
12.128.789 $+54.922 $
+2,6 %
12.073.867 $+651.475 $
+45,8 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 03.903.011 $+1.058.824 $
+37,2 %
12.844.187 $+2.432 $
+0,1 %
12.841.755 $+160.613 $
+6,0 %
12.681.142 $+547.561 $
+25,7 %
1
AMAZON COM INCAMZN→ 0Neutral3.565.039 $+907.270 $
+34,1 %
12.657.769 $+272.525 $
+11,4 %
12.385.244 $+609.091 $
+34,3 %
11.776.153 $-454.118 $
-20,4 %
1
VANGUARD WORLD FUND→ 03.435.834 $+1.079.971 $
+45,8 %
12.355.863 $-22.996 $
-1,0 %
12.378.859 $+98.792 $
+4,3 %
12.280.067 $+702.590 $
+44,5 %
1
Ancora Advisors LLC→ 03.363.787 $+724.816 $
+27,5 %
12.638.971 $+203.794 $
+8,4 %
12.435.177 $+333.731 $
+15,9 %
12.101.446 $+275.542 $
+15,1 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 02.720.327 $+1.377.305 $
+102,6 %
11.343.022 $+475.653 $
+54,8 %
1867.369 $+387.519 $
+80,8 %
1479.850 $-613.586 $
-56,1 %
1
MICROSOFT CORPMSFT→ 0Neutral2.701.633 $+498.665 $
+22,6 %
12.202.968 $-402.391 $
-15,4 %
12.605.359 $+144.615 $
+5,9 %
12.460.744 $-388.041 $
-13,6 %
1
Alphabet Inc.GOOGL→ 0Stark2.679.787 $+646.882 $
+31,8 %
12.032.905 $-192.735 $
-8,7 %
12.225.640 $+714.465 $
+47,3 %
11.511.175 $+259.204 $
+20,7 %
1
BlackRock ETF Trust→ 01.803.019 $+180.754 $
+11,1 %
11.622.265 $-510.253 $
-23,9 %
12.132.518 $-23.712 $
-1,1 %
12.156.230 $+427.841 $
+24,8 %
1
VANGUARD STAR FDS→ 02.150.622 $-3.793.296 $
-63,8 %
1361.106 $+111.079 $
+44,4 %
1
GameStop Corp.GME→ 0Stark1.346.555 $-87.497 $
-6,1 %
11.434.052 $+184.614 $
+14,8 %
11.249.438 $-444.987 $
-26,3 %
11.694.425 $+177.716 $
+11,7 %
1
Strategy IncMSTR→ 0Schwach892.219 $+111.999 $
+14,4 %
1780.220 $-60.878 $
-7,2 %
1841.098 $-837.420 $
-49,9 %
11.678.518 $-392.737 $
-19,0 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.512.901 $+293.938 $
+24,1 %
11.218.963 $+127.361 $
+11,7 %
11.091.602 $+211.468 $
+24,0 %
1880.134 $-187.431 $
-17,6 %
1
Walmart Inc.WMT→ 0Stark1.194.647 $-166.431 $
-12,2 %
11.361.078 $-148.398 $
-9,8 %
11.509.476 $+256.430 $
+20,5 %
11.253.046 $-154.464 $
-11,0 %
1
Innovator ETFs Trust→ 01.340.390 $+506.646 $
+60,8 %
1833.744 $+97.561 $
+13,3 %
1736.183 $+249.680 $
+51,3 %
1486.503 $+222.551 $
+84,3 %
1
Booking Holdings Inc.BKNG→ 0Neutral1.317.194 $+1.317.194 $1
SELECT SECTOR SPDR TRUST→ 01.275.724 $+328.924 $
+34,7 %
1946.800 $+47.733 $
+5,3 %
1899.067 $+61.215 $
+7,3 %
1837.852 $+289.033 $
+52,7 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.223.835 $+225.464 $
+22,6 %
1998.371 $+413.730 $
+70,8 %
1584.641 $+305.147 $
+109,2 %
1279.494 $-35.525 $
-11,3 %
1
Meta Platforms, Inc.META→ 0Neutral1.206.791 $+121.086 $
+11,2 %
11.085.705 $-63.562 $
-5,5 %
11.149.267 $+117.099 $
+11,3 %
11.032.168 $-490.576 $
-32,2 %
1
JAMES INVESTMENT RESEARCH, INC.→ 01.164.725 $+83.450 $
+7,7 %
11.081.275 $+12.903 $
+1,2 %
11.068.372 $+183.637 $
+20,8 %
1884.735 $-44.857 $
-4,8 %
1
Tesla, Inc.TSLA→ 0Neutral1.163.202 $+251.396 $
+27,6 %
1911.806 $-88.291 $
-8,8 %
11.000.097 $+211.139 $
+26,8 %
1788.958 $+65.736 $
+9,1 %
1
Broadcom Inc.AVGO→ 0Neutral1.110.468 $+641.358 $
+136,7 %
1469.110 $-42.814 $
-8,4 %
1511.924 $+57.343 $
+12,6 %
1454.581 $-4.043 $
-0,9 %
1
SPDR GOLD TRUSTGLD→ 0921.846 $-153.634 $
-14,3 %
11.075.480 $+52.829 $
+5,2 %
11.022.651 $+145.553 $
+16,6 %
1877.098 $+41.732 $
+5,0 %
1
ISHARES GOLD TRUSTIAU→ 0586.074 $-133.338 $
-18,5 %
1719.412 $-282.040 $
-28,2 %
11.001.452 $+62.514 $
+6,7 %
1938.938 $+102.967 $
+12,3 %
1
VANGUARD WELLINGTON FUND→ 0992.468 $+372.882 $
+60,2 %
1619.586 $+131.843 $
+27,0 %
1487.743 $+153.144 $
+45,8 %
1334.599 $+127.359 $
+61,5 %
1
VISA INC.V→ 0Neutral984.206 $+182.334 $
+22,7 %
1801.872 $-83.577 $
-9,4 %
1885.449 $+49.517 $
+5,9 %
1835.932 $-372.294 $
-30,8 %
1
JPMORGAN CHASE & COJPM→ 0Neutral961.322 $+83.369 $
+9,5 %
1877.953 $-91.767 $
-9,5 %
1969.720 $+66.056 $
+7,3 %
1903.664 $-291.846 $
-24,4 %
1
KCM INVESTMENT ADVISORS LLC→ 0924.519 $-4.279 $
-0,5 %
1928.798 $+504.457 $
+118,9 %
1
HOLLENCREST CAPITAL MANAGEMENT→ 0829.263 $+121.949 $
+17,2 %
1707.314 $-162.459 $
-18,7 %
1869.773 $+70.971 $
+8,9 %
1798.802 $-23.917 $
-2,9 %
1
VANGUARD SCOTTSDALE FUNDS→ 0864.130 $+123.575 $
+16,7 %
1740.555 $+51.991 $
+7,6 %
1688.564 $+94.747 $
+16,0 %
1593.817 $-95.752 $
-13,9 %
1
BlackRock Finance, Inc.→ 0739.347 $-20.750 $
-2,7 %
1760.097 $+545.496 $
+254,2 %
1
VANGUARD MUN BD FDS→ 0714.154 $-14.018.634 $
-95,2 %
1
AMPHENOL CORP /DE/APH→ 0Neutral667.397 $+214.987 $
+47,5 %
1452.410 $+452.410 $1
Diamondback Energy, Inc.FANG→ 0Sehr stark496.908 $-170.166 $
-25,5 %
1667.074 $+131.528 $
+24,6 %
1535.546 $+56.565 $
+11,8 %
1478.981 $-176.002 $
-26,9 %
1
MICRON TECHNOLOGY INCMU→ 0Stark651.731 $+436.671 $
+203,0 %
1215.060 $-119.593 $
-35,7 %
1334.653 $+334.653 $1
FORD MOTOR COF→ 0Neutral641.944 $+104.109 $
+19,4 %
1537.835 $-63.815 $
-10,6 %
1601.650 $+42.747 $
+7,6 %
1558.903 $+66.428 $
+13,5 %
1
QUANTA SERVICES, INC.PWR→ 0Stark513.244 $-88.576 $
-14,7 %
1601.820 $+111.198 $
+22,7 %
1490.622 $-260 $
-0,1 %
1490.882 $-151.387 $
-23,6 %
1
VANGUARD GROUP INC→ 0526.584 $+7.612 $
+1,5 %
1518.972 $-10.824 $
-2,0 %
1529.796 $-34.079 $
-6,0 %
1563.875 $-1.243.540 $
-68,8 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach543.513 $+29.695 $
+5,8 %
1513.818 $+33.510 $
+7,0 %
1480.308 $+34.616 $
+7,8 %
1445.692 $-237.436 $
-34,8 %
1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark543.415 $+128.846 $
+31,1 %
1414.569 $-18.654 $
-4,3 %
1433.223 $+8.625 $
+2,0 %
1424.598 $-173.460 $
-29,0 %
1
FOUNDATIONS INVESTMENT ADVISORS, LLC→ 0536.416 $+363.298 $
+209,9 %
1
CHEMED CORPCHE→ 0Neutral529.765 $+163.452 $
+44,6 %
1366.313 $-27.164 $
-6,9 %
1393.477 $+14.258 $
+3,8 %
1379.219 $-144.405 $
-27,6 %
1
ServiceNow, Inc.NOW→ 0Neutral509.207 $+151.636 $
+42,4 %
1357.571 $-56.822 $
-13,7 %
1414.393 $-23.925 $
-5,5 %
1438.318 $-187.783 $
-30,0 %
1
Tidal Trust II→ 0330.446 $-150.426 $
-31,3 %
1480.872 $+480.872 $1
STEEL DYNAMICS INCSTLD→ 0Neutral479.312 $+105.484 $
+28,2 %
1373.828 $-79.062 $
-17,5 %
1452.890 $+80.437 $
+21,6 %
1372.453 $+30.712 $
+9,0 %
1
ELI LILLY & CoLLY→ 0Neutral457.473 $+79.440 $
+21,0 %
1378.033 $-95.751 $
-20,2 %
1473.784 $+187.933 $
+65,7 %
1285.851 $-21.564 $
-7,0 %
1
VANGUARD WHITEHALL FDS→ 0471.226 $-11.799.698 $
-96,2 %
1388.036 $+26.930 $
+7,5 %
1250.027 $-5.801.060 $
-95,9 %
1
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR→ 0Stark376.486 $-85.826 $
-18,6 %
1462.312 $+1.110 $
+0,2 %
1461.202 $-187.763 $
-28,9 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral444.233 $+29.056 $
+7,0 %
1415.177 $-44.755 $
-9,7 %
1459.932 $+46.553 $
+11,3 %
1413.379 $+13.871 $
+3,5 %
1
COPART INCCPRT→ 0Neutral448.107 $+74.090 $
+19,8 %
1374.017 $-10.801 $
-2,8 %
1384.818 $-14.130 $
-3,5 %
1398.948 $-182.023 $
-31,3 %
1
NETFLIX INCNFLX→ 0Stark350.837 $-84.203 $
-19,4 %
1435.040 $+74.945 $
+20,8 %
1360.095 $+56.217 $
+18,5 %
1303.878 $-178.825 $
-37,0 %
1
LINDE PLCLIN→ 0Stark425.612 $+21.738 $
+5,4 %
1403.874 $+59.098 $
+17,1 %
1344.776 $+344.776 $1
BOEING COBA→ 0Neutral424.937 $+97.931 $
+29,9 %
1327.006 $+29.986 $
+10,1 %
1297.020 $+297.020 $1
World Gold TrustGLDM→ 0251.097 $-171.911 $
-40,6 %
1423.008 $+81.659 $
+23,9 %
1341.349 $+341.349 $1
EXXON MOBIL CORPXOM→ 0Stark324.384 $-68.996 $
-17,5 %
1393.380 $-9.839 $
-2,4 %
1403.219 $+61.847 $
+18,1 %
1341.372 $-143.494 $
-29,6 %
1
ROPER TECHNOLOGIES INCROP→ 0Neutral265.536 $-123.376 $
-31,7 %
1388.912 $-215.602 $
-35,7 %
1
Parker-Hannifin CorpPH→ 0Neutral222.793 $+10.298 $
+4,8 %
1212.495 $+2.999 $
+1,4 %
1209.496 $-172.860 $
-45,2 %
1382.356 $-262.549 $
-40,7 %
1
iShares Silver TrustSLV→ 0287.508 $-77.177 $
-21,2 %
1364.685 $+62.169 $
+20,6 %
1302.516 $+302.516 $1
LAM RESEARCH CORPLRCX→ 0Stark360.829 $+360.829 $1
ORACLE CORPORCL→ 0Neutral351.180 $+12.746 $
+3,8 %
1338.434 $-17.830 $
-5,0 %
1356.264 $+9.577 $
+2,8 %
1346.687 $+125.616 $
+56,8 %
1
DF DENT & CO INC→ 0337.557 $+10.682 $
+3,3 %
1326.875 $+126.156 $
+62,9 %
1200.719 $-18.008 $
-8,2 %
1218.727 $+218.727 $1
SHOPIFY INC.SHOP→ 0Neutral273.590 $+7.503 $
+2,8 %
1266.087 $-67.327 $
-20,2 %
1333.414 $+62.461 $
+23,1 %
1270.953 $+270.953 $1
Cigna GroupCI→ 0Neutral316.258 $+29.636 $
+10,3 %
1286.622 $+2.184 $
+0,8 %
1284.438 $-8.544 $
-2,9 %
1292.982 $-35.409 $
-10,8 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral290.866 $+290.866 $1
GENERAL DYNAMICS CORPGD→ 0Stark289.453 $+10.379 $
+3,7 %
1279.074 $+4.999 $
+1,8 %
1274.075 $-8.987 $
-3,2 %
1283.062 $+37.166 $
+15,1 %
1
Walt Disney CoDIS→ 0Neutral271.367 $+35.490 $
+15,0 %
1235.877 $-9.539 $
-3,9 %
1245.416 $+245.416 $1
FIRST TRUST EXCHANGE-TRADED FUND VII→ 0212.273 $-56.017 $
-20,9 %
1268.290 $+39.159 $
+17,1 %
1229.131 $-8.208 $
-3,5 %
1237.339 $+10.871 $
+4,8 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark222.850 $-44.364 $
-16,6 %
1267.214 $+49.507 $
+22,7 %
1217.707 $-10.485 $
-4,6 %
1228.192 $-19.230 $
-7,8 %
1
HOME DEPOT, INC.HD→ 0Neutral249.764 $-15.051 $
-5,7 %
1264.815 $-103.056 $
-28,0 %
1
JOHNSON & JOHNSONJNJ→ 0Stark250.545 $-4.169 $
-1,6 %
1254.714 $-75.963 $
-23,0 %
1
LOWES COMPANIES INCLOW→ 0Neutral212.341 $-42.003 $
-16,5 %
1254.344 $+28.465 $
+12,6 %
1225.879 $-159.960 $
-41,5 %
1
GE Vernova Inc.GEV→ 0Sehr stark246.786 $+246.786 $1
Palantir Technologies Inc.PLTR→ 0Neutral243.494 $+1.038 $
+0,4 %
1242.456 $-2.579 $
-1,1 %
1245.035 $+3.906 $
+1,6 %
1241.129 $-46.237 $
-16,1 %
1
Trane Technologies plcTT→ 0Neutral244.629 $+18.743 $
+8,3 %
1225.886 $+225.886 $1
FIRST TRUST EXCHANGE-TRADED FUND V→ 0218.489 $-22.968 $
-9,5 %
1241.457 $+3.431 $
+1,4 %
1238.026 $-4.061 $
-1,7 %
1242.087 $+18.885 $
+8,5 %
1
SSGA Active Trust→ 0204.439 $-34.037 $
-14,3 %
1238.476 $+32.414 $
+15,7 %
1206.062 $-317.411 $
-60,6 %
1
Uber Technologies, IncUBER→ 0Neutral236.524 $-79.040 $
-25,0 %
1
FIRST TRUST PORTFOLIOS LP→ 0204.359 $-30.998 $
-13,2 %
1235.357 $+235.357 $1
CITIGROUP INCC→ 0Neutral230.357 $+230.357 $1
Monster Beverage CorpMNST→ 0Neutral230.202 $+230.202 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark224.862 $+224.862 $1
CORNING INC /NYGLW→ 0Stark221.318 $+221.318 $1
Moloney Securities Asset Management, LLC→ 0213.739 $+8.217 $
+4,0 %
1205.522 $-11.068 $
-5,1 %
1216.590 $-3.683 $
-1,7 %
1220.273 $+621 $
+0,3 %
1
GENERAL ELECTRIC COGE→ 0Neutral218.838 $+5.135 $
+2,4 %
1213.703 $-28.621 $
-11,8 %
1
MORGAN STANLEYMS→ 0Neutral212.460 $+212.460 $1
Elevance Health, Inc.ELV→ 0Stark209.629 $-47.893 $
-18,6 %
1
Hewlett Packard Enterprise CoHPE→ 0Neutral208.724 $+208.724 $1
STRYKER CORPSYK→ 0Neutral207.596 $-56.784 $
-21,5 %
1
PROCTER & GAMBLE CoPG→ 0Neutral201.184 $+51 $
+0,0 %
1201.133 $-198.091 $
-49,6 %
1
VANGUARD SPECIALIZED FUNDS→ 0200.958 $-270.268 $
-57,4 %
1
Cipher Digital Inc.CIFR→ 0Sehr schwach176.260 $+128.460 $
+268,7 %
1
Opendoor Technologies Inc.OPEN→ 0Stark54.957 $-40.906 $
-42,7 %
195.863 $+95.863 $1
American Bitcoin Corp.ABTC→ 0Schwach27.643 $-9.863 $
-26,3 %
137.506 $+37.506 $1
Gevo, Inc.GEVO→ 0Neutral21.900 $-14.846 $
-40,4 %
136.746 $+11.326 $
+44,6 %
125.420 $+5.114 $
+25,2 %
120.306 $+5.311 $
+35,4 %
1
178.641.660 $+18.555.215 $
+56,8 %
91143.521.590 $+16.657.771 $
+22,1 %
82139.445.752 $-594.664 $
+6,8 %
82127.574.187 $+884.867 $
+3,7 %
72
Erweitert ×