Investments: POWER WEALTH MANAGEMENT LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: POWER 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
283.476.718 $+21.696.151 $
+42,8 %
89261.888.412 $-16.275.728 $
-0,3 %
70276.615.101 $+11.755.276 $
+34,3 %
68267.269.754 $-5.644.806 $
+30,5 %
65
VANGUARD GROUP INC→ 065.521.518 $+1.772.707 $
+2,8 %
163.748.811 $-4.199.776 $
-6,2 %
167.948.587 $+3.077.933 $
+4,7 %
164.870.654 $+12.165.877 $
+23,1 %
1
FIDELITY MERRIMACK STR TR→ 039.373.832 $+37.701.679 $
+2.254,7 %
137.894.556 $+29.355.013 $
+343,8 %
137.556.097 $+35.653.045 $
+1.873,5 %
136.065.658 $+29.830.423 $
+478,4 %
1
SPDR SERIES TRUST→ 036.648.233 $+5.535.399 $
+17,8 %
131.112.834 $-648.139 $
-2,0 %
131.760.973 $+1.208.549 $
+4,0 %
130.552.424 $+4.038.204 $
+15,2 %
1
SCHWAB STRATEGIC TRUST→ 023.168.022 $+2.743.193 $
+13,4 %
120.424.829 $+909.601 $
+4,7 %
119.515.228 $+232.125 $
+1,2 %
119.283.103 $+1.672.370 $
+9,5 %
1
iSHARES TRUST→ 012.492.098 $+3.427.827 $
+37,8 %
19.064.271 $-573.710 $
-6,0 %
19.637.981 $+323.795 $
+3,5 %
19.314.186 $+476.911 $
+5,4 %
1
COZAD ASSET MANAGEMENT INC→ 011.513.271 $+258.467 $
+2,3 %
111.254.804 $+182.451 $
+1,6 %
111.072.353 $+221.983 $
+2,0 %
110.850.370 $+771.729 $
+7,7 %
1
Invesco Exchange-Traded Fund Trust II→ 08.796.744 $+486 $
+0,0 %
18.796.258 $+98.267 $
+1,1 %
18.697.991 $+305.441 $
+3,6 %
18.392.550 $-2.280.372 $
-21,4 %
1
ISHARES TR→ 06.229.407 $-33.144.425 $
-84,2 %
15.929.754 $-31.964.802 $
-84,4 %
18.539.543 $+6.825.609 $
+398,2 %
16.235.235 $-31.739.477 $
-83,6 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 06.938.013 $+140.639 $
+2,1 %
16.797.374 $-1.203.939 $
-15,0 %
18.001.313 $+411.175 $
+5,4 %
17.590.138 $+7.590.138 $1
Alphabet Inc.GOOGL→ 0Stark6.857.228 $+722.178 $
+11,8 %
16.135.050 $-753.615 $
-10,9 %
16.888.665 $+1.313.230 $
+23,6 %
15.575.435 $+1.445.033 $
+35,0 %
1
MICROSOFT CORPMSFT→ 0Neutral2.461.462 $-325.606 $
-11,7 %
12.787.068 $-978.653 $
-26,0 %
13.765.721 $-302.994 $
-7,4 %
14.068.715 $+150.851 $
+3,9 %
1
AMAZON COM INCAMZN→ 0Neutral3.317.931 $-24.282 $
-0,7 %
13.342.213 $-554.721 $
-14,2 %
13.896.934 $+135.041 $
+3,6 %
13.761.893 $-33.335 $
-0,9 %
1
Warner Bros. Discovery, Inc.WBD→ 0Schwach1.039.509 $-2.772.864 $
-72,7 %
13.812.373 $+1.468.941 $
+62,7 %
1
Apple Inc.AAPL→ 0Neutral3.712.874 $+639.652 $
+20,8 %
13.073.222 $-94.840 $
-3,0 %
13.168.062 $+100.722 $
+3,3 %
13.067.340 $+483.997 $
+18,7 %
1
SCHWAB CHARLES CORPSCHW→ 0Neutral1.792.848 $-468.357 $
-20,7 %
12.261.205 $-442.104 $
-16,4 %
12.703.309 $+50.512 $
+1,9 %
12.652.797 $-287.327 $
-9,8 %
1
NVIDIA CORPNVDA→ 0Neutral2.669.401 $+800.356 $
+42,8 %
11.869.045 $+334.150 $
+21,8 %
11.534.895 $-42.452 $
-2,7 %
11.577.347 $+167.443 $
+11,9 %
1
BlackRock Finance, Inc.→ 02.638.627 $+1.148.399 $
+77,1 %
11.490.228 $+354.120 $
+31,2 %
11.136.108 $+66.108 $
+6,2 %
11.070.000 $+73.570 $
+7,4 %
1
Meta Platforms, Inc.META→ 0Neutral1.587.975 $-305.534 $
-16,1 %
11.893.509 $-381.853 $
-16,8 %
12.275.362 $-235.500 $
-9,4 %
12.510.862 $-261.472 $
-9,4 %
1
Salesforce, Inc.CRM→ 0Neutral1.555.278 $-820.994 $
-34,5 %
12.376.272 $+351.344 $
+17,4 %
12.024.928 $-154.476 $
-7,1 %
1
Autodesk, Inc.ADSK→ 0Neutral1.003.207 $-559.596 $
-35,8 %
11.562.803 $-635.367 $
-28,9 %
12.198.170 $-157.353 $
-6,7 %
12.355.523 $+45.512 $
+2,0 %
1
BORGWARNER INCBWA→ 0Stark2.096.331 $-106.833 $
-4,8 %
12.203.164 $+205.292 $
+10,3 %
11.997.872 $-11.827 $
-0,6 %
12.009.699 $+319.025 $
+18,9 %
1
Intercontinental Exchange, Inc.ICE→ 0Schwach1.119.679 $-731.389 $
-39,5 %
11.851.068 $-348.122 $
-15,8 %
12.199.190 $+141.808 $
+6,9 %
12.057.382 $-159.417 $
-7,2 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.551.709 $-274.762 $
-15,0 %
11.826.471 $-219.315 $
-10,7 %
12.045.786 $-22.989 $
-1,1 %
12.068.775 $+59.630 $
+3,0 %
1
TE Connectivity plcTEL→ 0Neutral1.182.846 $-497.988 $
-29,6 %
11.680.834 $-331.264 $
-16,5 %
12.012.098 $+40.938 $
+2,1 %
11.971.160 $+1.507.317 $
+325,0 %
1
MGM Resorts InternationalMGM→ 0Neutral1.741.718 $-12.760 $
-0,7 %
11.754.478 $-223.353 $
-11,3 %
11.977.831 $+21.655 $
+1,1 %
11.956.176 $-2.197 $
-0,1 %
1
Elevance Health, Inc.ELV→ 0Stark1.668.638 $-134.155 $
-7,4 %
11.802.793 $-109.280 $
-5,7 %
11.912.073 $+292.836 $
+18,1 %
11.619.237 $+48.936 $
+3,1 %
1
VANGUARD SPECIALIZED FUNDS→ 01.672.153 $+47.674 $
+2,9 %
11.624.479 $-4.305.275 $
-72,6 %
11.713.934 $-35.842.163 $
-95,4 %
11.903.052 $-34.162.606 $
-94,7 %
1
HOME DEPOT, INC.HD→ 0Neutral1.570.205 $+46.408 $
+3,0 %
11.523.797 $-58.751 $
-3,7 %
11.582.548 $-308.897 $
-16,3 %
11.891.445 $-365.591 $
-16,2 %
1
KROGER COKR→ 0Sehr stark1.134.954 $-713.573 $
-38,6 %
11.848.527 $+177.447 $
+10,6 %
11.671.080 $-120.638 $
-6,7 %
11.791.718 $-183.685 $
-9,3 %
1
ELI LILLY & CoLLY→ 0Neutral1.261.847 $-93.463 $
-6,9 %
11.355.310 $-322.288 $
-19,2 %
11.677.598 $+375.911 $
+28,9 %
11.301.687 $+836.293 $
+179,7 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark1.101.899 $-530.906 $
-32,5 %
11.632.805 $+1.632.805 $1
CHARTER COMMUNICATIONS, INC. /MO/CHTR→ 0Stark1.330.781 $-105.268 $
-7,3 %
11.436.049 $-546.271 $
-27,6 %
1
SPDR GOLD TRUSTGLD→ 01.343.850 $+764.249 $
+131,9 %
1579.601 $+295.050 $
+103,7 %
1284.551 $+67.359 $
+31,0 %
1217.192 $+217.192 $1
VISA INC.V→ 0Neutral881.425 $-196.683 $
-18,2 %
11.078.108 $-255.304 $
-19,1 %
11.333.412 $+69.617 $
+5,5 %
11.263.795 $+643.878 $
+103,9 %
1
CITIGROUP INCC→ 0Neutral1.186.652 $-30.031 $
-2,5 %
11.216.683 $-99.092 $
-7,5 %
11.315.775 $+98.341 $
+8,1 %
11.217.434 $+71.104 $
+6,2 %
1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral678.621 $-102.085 $
-13,1 %
1780.706 $-531.017 $
-40,5 %
11.311.723 $+139.318 $
+11,9 %
11.172.405 $-32.761 $
-2,7 %
1
EQUIFAX INCEFX→ 0Neutral709.320 $-95.413 $
-11,9 %
1804.733 $-164.951 $
-17,0 %
1969.684 $-184.701 $
-16,0 %
11.154.385 $-12.780 $
-1,1 %
1
SELECT SECTOR SPDR TRUST→ 01.133.831 $+888.160 $
+361,5 %
1245.671 $-2.672.215 $
-91,6 %
1
ORACLE CORPORCL→ 0Neutral442.760 $-179.460 $
-28,8 %
1622.220 $-145.925 $
-19,0 %
1768.145 $-336.566 $
-30,5 %
11.104.711 $+693.905 $
+168,9 %
1
Airbnb, Inc.ABNB→ 0Neutral688.168 $-164.853 $
-19,3 %
1853.021 $-246.854 $
-22,4 %
11.099.875 $+142.235 $
+14,9 %
1957.640 $-21.941 $
-2,2 %
1
BlackRock, Inc.BLK→ 0Neutral1.092.193 $+1.092.193 $1
DEERE & CODE→ 0Stark806.913 $-270.705 $
-25,1 %
11.077.618 $+116.670 $
+12,1 %
1960.948 $+29.509 $
+3,2 %
1931.439 $+595.327 $
+177,1 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark900.696 $-52.439 $
-5,5 %
1953.135 $-110.655 $
-10,4 %
11.063.790 $+13.724 $
+1,3 %
11.050.066 $+48.544 $
+4,8 %
1
iShares Silver TrustSLV→ 01.052.450 $+528.999 $
+101,1 %
1523.451 $+277.882 $
+113,2 %
1245.569 $+245.569 $1
Invesco DB Precious Metals FundDBP→ 01.048.931 $+829.291 $
+377,6 %
1219.640 $+219.640 $1
FIRST TR EXCHANGE-TRADED ALP→ 01.018.158 $-5.211.249 $
-83,7 %
1
CUMMINS INCCMI→ 0Stark960.694 $+960.694 $1
JACOBS SOLUTIONS INC.J→ 0Neutral586.961 $-149.335 $
-20,3 %
1736.296 $-80.481 $
-9,9 %
1816.777 $-121.812 $
-13,0 %
1938.589 $+98.056 $
+11,7 %
1
Corteva, Inc.CTVA→ 0Stark638.271 $-300.150 $
-32,0 %
1938.421 $+130.628 $
+16,2 %
1807.793 $+8.400 $
+1,1 %
1799.393 $+539.060 $
+207,1 %
1
Workday, Inc.WDAY→ 0Schwach420.758 $-154.268 $
-26,8 %
1575.026 $-358.408 $
-38,4 %
1933.434 $+933.434 $1
Zoetis Inc.ZTS→ 0Neutral712.859 $-134.067 $
-15,8 %
1846.926 $-84.118 $
-9,0 %
1931.044 $-14.191 $
-1,5 %
1
WisdomTree, Inc.WT→ 0Stark906.288 $+906.288 $1
Walmart Inc.WMT→ 0Stark749.668 $-72.941 $
-8,9 %
1822.609 $+78.167 $
+10,5 %
1744.442 $+35.588 $
+5,0 %
1708.854 $+22.536 $
+3,3 %
1
Tesla, Inc.TSLA→ 0Neutral648.565 $-171.887 $
-21,0 %
1820.452 $+50.981 $
+6,6 %
1769.471 $+4.997 $
+0,7 %
1764.474 $+217.781 $
+39,8 %
1
NETFLIX INCNFLX→ 0Stark628.436 $+61.657 $
+10,9 %
1566.779 $-249.686 $
-30,6 %
1816.465 $+508.465 $
+165,1 %
1
ServiceNow, Inc.NOW→ 0Neutral294.762 $-185.332 $
-38,6 %
1480.094 $-186.436 $
-28,0 %
1666.530 $-119.389 $
-15,2 %
1785.919 $+487.776 $
+163,6 %
1
Mastercard IncMA→ 0Neutral437.082 $-207.739 $
-32,2 %
1644.821 $-129.866 $
-16,8 %
1774.687 $+23.289 $
+3,1 %
1751.398 $+479.981 $
+176,8 %
1
FISERV INCFISV→ 0Stark591.257 $-120.879 $
-17,0 %
1712.136 $+393.163 $
+123,3 %
1318.973 $-75.329 $
-19,1 %
1
Cigna GroupCI→ 0Neutral536.066 $-135.850 $
-20,2 %
1671.916 $-38.251 $
-5,4 %
1710.167 $+12.565 $
+1,8 %
1697.602 $-69.424 $
-9,1 %
1
SHOPIFY INC.SHOP→ 0Neutral355.214 $-125.671 $
-26,1 %
1480.885 $-216.115 $
-31,0 %
1697.000 $+20.527 $
+3,0 %
1676.473 $+676.473 $1
Broadcom Inc.AVGO→ 0Neutral656.152 $+130.914 $
+24,9 %
1525.238 $+107.149 $
+25,6 %
1418.089 $+3.392 $
+0,8 %
1414.697 $+414.697 $1
JPMORGAN CHASE & COJPM→ 0Neutral637.639 $+154.334 $
+31,9 %
1483.305 $-70.913 $
-12,8 %
1554.218 $+7.893 $
+1,4 %
1546.325 $+44.201 $
+8,8 %
1
Fidelity National Information Services, Inc.FIS→ 0Stark346.343 $-71.531 $
-17,1 %
1417.874 $-174.152 $
-29,4 %
1592.026 $+4.632 $
+0,8 %
1587.394 $-137.806 $
-19,0 %
1
EXXON MOBIL CORPXOM→ 0Stark377.347 $-90.915 $
-19,4 %
1468.262 $+160.192 $
+52,0 %
1308.070 $+19.430 $
+6,7 %
1288.640 $-69.472 $
-19,4 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral467.196 $+467.196 $1
GoDaddy Inc.GDDY→ 0Neutral442.310 $+442.310 $1
Lumentum Holdings Inc.LITE→ 0Neutral441.901 $+202.260 $
+84,4 %
1239.641 $+239.641 $1
Parker-Hannifin CorpPH→ 0Neutral439.176 $+439.176 $1
CARPENTER TECHNOLOGY CORPCRS→ 0Stark399.095 $+399.095 $1
AMPHENOL CORP /DE/APH→ 0Neutral397.073 $+397.073 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark396.927 $+396.927 $1
DOMINION ENERGY, INCD→ 0Sehr stark390.277 $+390.277 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral316.768 $+53.385 $
+20,3 %
1263.383 $-99.139 $
-27,3 %
1362.522 $+39.558 $
+12,2 %
1
Uber Technologies, IncUBER→ 0Neutral226.655 $-63.439 $
-21,9 %
1290.094 $-3.653 $
-1,2 %
1293.747 $-61.296 $
-17,3 %
1355.043 $+97.535 $
+37,9 %
1
GE Vernova Inc.GEV→ 0Sehr stark347.759 $+70.177 $
+25,3 %
1277.582 $+277.582 $1
FLEX LTD.FLEX→ 0Neutral335.485 $+335.485 $1
SOUTHERN COSO→ 0Neutral270.985 $-601 $
-0,2 %
1271.586 $-31.574 $
-10,4 %
1303.160 $-24.604 $
-7,5 %
1327.764 $+11.715 $
+3,7 %
1
EMCOR Group, Inc.EME→ 0Stark324.483 $+324.483 $1
COMFORT SYSTEMS USA INCFIX→ 0Stark319.094 $+94.319 $
+42,0 %
1224.775 $+224.775 $1
MAI Capital Management→ 0315.920 $+58.355 $
+22,7 %
1257.565 $-8.745 $
-3,3 %
1266.310 $-4.813 $
-1,8 %
1271.123 $+23.155 $
+9,3 %
1
COCA COLA COKO→ 0Stark294.360 $+18.907 $
+6,9 %
1275.453 $+60.899 $
+28,4 %
1214.554 $+6.707 $
+3,2 %
1207.847 $-15.865 $
-7,1 %
1
MICRON TECHNOLOGY INCMU→ 0Stark293.190 $+293.190 $1
Strategy IncMSTR→ 0Schwach266.468 $-67.830 $
-20,3 %
1
Navios Maritime Partners L.P.NMM→ 0266.266 $+9.842 $
+3,8 %
1256.424 $+256.424 $1
CARDINAL HEALTH INCCAH→ 0Neutral260.841 $+260.841 $1
LINDE PLCLIN→ 0Stark248.572 $+11.103 $
+4,7 %
1237.469 $+8.071 $
+3,5 %
1229.398 $-26.152 $
-10,2 %
1255.550 $-8.598 $
-3,3 %
1
WELLTOWER INC.WELL→ 0Neutral244.220 $+244.220 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark242.203 $+242.203 $1
TechnipFMC plcFTI→ 0Stark241.597 $+241.597 $1
EDISON INTERNATIONALEIX→ 0Stark222.010 $+222.010 $1
IQVIA HOLDINGS INC.IQV→ 0Neutral220.676 $-912.396 $
-80,5 %
1
QUANTA SERVICES, INC.PWR→ 0Stark215.292 $+215.292 $1
LOEWS CORPL→ 0Sehr stark215.212 $+12.299 $
+6,1 %
1202.913 $+2.719 $
+1,4 %
1200.194 $+200.194 $1
General Motors CoGM→ 0Stark214.165 $+214.165 $1
QUEST DIAGNOSTICS INCDGX→ 0Stark211.950 $+211.950 $1
ENTERGY CORP /DE/ETR→ 0Neutral210.309 $+210.309 $1
Howmet Aerospace Inc.HWM→ 0Neutral207.829 $+207.829 $1
RTX CorpRTX→ 0Neutral200.355 $-3.347 $
-1,6 %
1203.702 $+203.702 $1
Viatris IncVTRS→ 0Stark200.109 $+40.986 $
+25,8 %
1159.123 $-883.462 $
-84,7 %
1
Alight, Inc. / DelawareALIT→ 0Schwach27.728 $-3.207 $
-10,4 %
130.935 $-72.589 $
-70,1 %
1103.524 $+18.099 $
+21,2 %
185.425 $-470.045 $
-84,6 %
1
283.476.718 $+21.696.151 $
+42,8 %
89261.888.412 $-16.275.728 $
-0,3 %
70276.615.101 $+11.755.276 $
+34,3 %
68267.269.754 $-5.644.806 $
+30,5 %
65
Erweitert ×