Investments: Paladin Wealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Paladin Wealth, 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
116.465.878 $+16.959.402 $
+15,7 %
9497.294.112 $-2.564.270 $
-2,5 %
83101.812.841 $+2.294.564 $
-0,9 %
76100.734.916 $+6.974.829 $
+2,1 %
72
SPDR SERIES TRUST→ 021.181.394 $+4.979.232 $
+30,7 %
116.202.162 $+478.351 $
+3,0 %
115.723.811 $+2.466.096 $
+18,6 %
113.257.715 $+1.433.783 $
+12,1 %
1
Janus Detroit Street Trust→ 06.566.965 $+485.293 $
+8,0 %
16.081.672 $+241.743 $
+4,1 %
15.839.929 $+136.192 $
+2,4 %
15.703.737 $+254.496 $
+4,7 %
1
NVIDIA CORPNVDA→ 0Neutral4.591.265 $+1.359.110 $
+42,0 %
13.232.155 $-539.994 $
-14,3 %
13.772.149 $-590.465 $
-13,5 %
14.362.614 $+540.994 $
+14,2 %
1
MICROSOFT CORPMSFT→ 0Neutral2.585.267 $-116.234 $
-4,3 %
12.701.501 $-812.966 $
-23,1 %
13.514.467 $-462.049 $
-11,6 %
13.976.516 $+58.736 $
+1,5 %
1
AMAZON COM INCAMZN→ 0Neutral3.459.672 $+292.927 $
+9,3 %
13.166.745 $-494.522 $
-13,5 %
13.661.267 $-2.258 $
-0,1 %
13.663.525 $-87.386 $
-2,3 %
1
Alphabet Inc.GOOGL→ 0Stark3.578.596 $+718.721 $
+25,1 %
12.859.875 $-520.659 $
-15,4 %
13.380.534 $+236.060 $
+7,5 %
13.144.474 $+706.958 $
+29,0 %
1
Apple Inc.AAPL→ 0Neutral3.517.081 $+450.283 $
+14,7 %
13.066.798 $-447.808 $
-12,7 %
13.514.606 $+11.406 $
+0,3 %
13.503.200 $+565.166 $
+19,2 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 03.232.690 $+801.362 $
+33,0 %
12.431.328 $+97.382 $
+4,2 %
12.333.946 $+380.710 $
+19,5 %
11.953.236 $+1.953.236 $1
ISHARES TR→ 02.734.517 $+1.123.885 $
+69,8 %
12.901.998 $+1.897.425 $
+188,9 %
12.438.127 $+1.310.533 $
+116,2 %
11.846.265 $+450.581 $
+32,3 %
1
Meta Platforms, Inc.META→ 0Neutral2.113.070 $+41.959 $
+2,0 %
12.071.111 $-486.738 $
-19,0 %
12.557.849 $-305.499 $
-10,7 %
12.863.348 $-60.965 $
-2,1 %
1
Innovator ETFs Trust→ 0508.437 $-69.311 $
-12,0 %
1577.748 $-1.745.420 $
-75,1 %
12.323.168 $-69.901 $
-2,9 %
12.393.069 $-39.122 $
-1,6 %
1
iSHARES TRUST→ 01.526.987 $-770.145 $
-33,5 %
12.297.132 $+484.678 $
+26,7 %
11.812.454 $+50.623 $
+2,9 %
11.761.831 $-1.625.196 $
-48,0 %
1
SELECT SECTOR SPDR TRUST→ 02.166.648 $+523.071 $
+31,8 %
11.643.577 $+46.812 $
+2,9 %
11.596.765 $+324.894 $
+25,5 %
11.271.871 $+1.271.871 $1
Broadcom Inc.AVGO→ 0Neutral1.856.641 $+505.011 $
+37,4 %
11.351.630 $-248.390 $
-15,5 %
11.600.020 $-269.910 $
-14,4 %
11.869.930 $+222.646 $
+13,5 %
1
World Gold TrustGLDM→ 01.599.360 $-256.016 $
-13,8 %
11.855.376 $+294.129 $
+18,8 %
11.561.247 $+344.087 $
+28,3 %
11.217.160 $+160.453 $
+15,2 %
1
Ancora Advisors LLC→ 01.665.013 $+306.960 $
+22,6 %
11.358.053 $+219.345 $
+19,3 %
11.138.708 $+425.640 $
+59,7 %
1713.068 $-1.084.143 $
-60,3 %
1
SIMPLIFY EXCHANGE TRADED FUN→ 01.610.632 $-1.291.366 $
-44,5 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral1.605.044 $+264.150 $
+19,7 %
11.340.894 $-164.833 $
-10,9 %
11.505.727 $-29.636 $
-1,9 %
11.535.363 $+88.014 $
+6,1 %
1
LAM RESEARCH CORPLRCX→ 0Stark1.595.387 $+831.980 $
+109,0 %
1763.407 $+31.270 $
+4,3 %
1732.137 $-273.184 $
-27,2 %
11.005.321 $+247.724 $
+32,7 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.519.139 $+240.131 $
+18,8 %
11.279.008 $-191.604 $
-13,0 %
11.470.612 $-54.492 $
-3,6 %
11.525.104 $+72.655 $
+5,0 %
1
Palo Alto Networks IncPANW→ 0Neutral1.510.037 $+798.537 $
+112,2 %
1711.500 $-131.399 $
-15,6 %
1842.899 $-156.468 $
-15,7 %
1999.367 $+2.975 $
+0,3 %
1
MAI Capital Management→ 01.484.649 $+135.893 $
+10,1 %
11.348.756 $+38.506 $
+2,9 %
11.310.250 $+3.074 $
+0,2 %
11.307.176 $-61.192 $
-4,5 %
1
MORGAN STANLEYMS→ 0Neutral1.479.794 $+280.572 $
+23,4 %
11.199.222 $-164.386 $
-12,1 %
11.363.608 $+29.457 $
+2,2 %
11.334.151 $+100.077 $
+8,1 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 0320.060 $-1.144.585 $
-78,1 %
11.464.645 $+128.061 $
+9,6 %
1
CHEVRON CORPCVX→ 0Sehr stark1.115.896 $-251.299 $
-18,4 %
11.367.195 $+203.697 $
+17,5 %
11.163.498 $-90.469 $
-7,2 %
11.253.967 $+66.349 $
+5,6 %
1
Walmart Inc.WMT→ 0Stark1.045.163 $-161.596 $
-13,4 %
11.206.759 $-814 $
-0,1 %
11.207.573 $-90.674 $
-7,0 %
11.298.247 $+48.032 $
+3,8 %
1
VISA INC.V→ 0Neutral1.165.906 $+225.940 $
+24,0 %
1939.966 $-204.050 $
-17,8 %
11.144.016 $-120.114 $
-9,5 %
11.264.130 $-78.669 $
-5,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral877.684 $-140.137 $
-13,8 %
11.017.821 $-130.232 $
-11,3 %
11.148.053 $-108.797 $
-8,7 %
11.256.850 $+29.795 $
+2,4 %
1
KCM INVESTMENT ADVISORS LLC→ 0996.129 $-13.338 $
-1,3 %
11.009.467 $-213.266 $
-17,4 %
11.222.733 $+82.670 $
+7,3 %
11.140.063 $-54.773 $
-4,6 %
1
ANGEL OAK FUNDS TRUST→ 0992.200 $-1.742.317 $
-63,7 %
11.004.573 $-205.769 $
-17,0 %
11.210.342 $-1.227.785 $
-50,4 %
11.127.594 $-718.671 $
-38,9 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral1.172.077 $+348.672 $
+42,3 %
1823.405 $-173.197 $
-17,4 %
1996.602 $-136.327 $
-12,0 %
11.132.929 $+129.322 $
+12,9 %
1
UNITED RENTALS, INC.URI→ 0Neutral1.141.953 $+449.821 $
+65,0 %
1692.132 $-175.459 $
-20,2 %
1867.591 $-300.913 $
-25,8 %
11.168.504 $+186.070 $
+18,9 %
1
Eaton Corp plcETN→ 0Neutral1.133.858 $+226.449 $
+25,0 %
1907.409 $+293 $
+0,0 %
1907.116 $-154.631 $
-14,6 %
11.061.747 $+147.139 $
+16,1 %
1
TARGET CORPTGT→ 0Neutral1.043.443 $-69.658 $
-6,3 %
11.113.101 $+108.035 $
+10,7 %
11.005.066 $+229.430 $
+29,6 %
1775.636 $-85.973 $
-10,0 %
1
LOWES COMPANIES INCLOW→ 0Neutral763.963 $-85.464 $
-10,1 %
1849.427 $-131.371 $
-13,4 %
1980.798 $-111.144 $
-10,2 %
11.091.942 $+94.858 $
+9,5 %
1
AMPHENOL CORP /DE/APH→ 0Neutral998.853 $+366.598 $
+58,0 %
1632.255 $-117.502 $
-15,7 %
1749.757 $-336.892 $
-31,0 %
11.086.649 $+183.481 $
+20,3 %
1
SSGA Active Trust→ 01.079.202 $+273.515 $
+33,9 %
1805.687 $+79.939 $
+11,0 %
1725.748 $+66.263 $
+10,0 %
1659.485 $+659.485 $1
Medtronic plcMDT→ 0Neutral820.242 $-67.054 $
-7,6 %
1887.296 $-143.428 $
-13,9 %
11.030.724 $-38.726 $
-3,6 %
11.069.450 $+60.457 $
+6,0 %
1
COZAD ASSET MANAGEMENT INC→ 01.006.179 $+209.515 $
+26,3 %
1796.664 $+180.443 $
+29,3 %
1616.221 $+210.810 $
+52,0 %
1405.411 $+79.778 $
+24,5 %
1
JOHNSON & JOHNSONJNJ→ 0Stark972.197 $+108.590 $
+12,6 %
1863.607 $+33.737 $
+4,1 %
1829.870 $-150.075 $
-15,3 %
1979.945 $+137.529 $
+16,3 %
1
PROSHARES TRUST→ 0975.821 $+95.495 $
+10,8 %
1880.326 $+182.603 $
+26,2 %
1697.723 $+170.098 $
+32,2 %
1527.625 $+119.104 $
+29,2 %
1
ABBOTT LABORATORIESABT→ 0Neutral325.938 $-462.773 $
-58,7 %
1788.711 $-175.521 $
-18,2 %
1964.232 $+9.776 $
+1,0 %
1954.456 $-22.640 $
-2,3 %
1
NETFLIX INCNFLX→ 0Stark444.092 $-348.857 $
-44,0 %
1792.949 $+1.052 $
+0,1 %
1791.897 $-162.443 $
-17,0 %
1954.340 $-102.234 $
-9,7 %
1
COCA COLA COKO→ 0Stark930.460 $+46.683 $
+5,3 %
1883.777 $-3.591 $
-0,4 %
1887.368 $+47.690 $
+5,7 %
1839.678 $-67.125 $
-7,4 %
1
MCDONALDS CORPMCD→ 0Stark676.856 $-128.090 $
-15,9 %
1804.946 $-34.314 $
-4,1 %
1839.260 $-51.442 $
-5,8 %
1890.702 $+6.888 $
+0,8 %
1
QUANTA SERVICES, INC.PWR→ 0Stark810.045 $+89.731 $
+12,5 %
1720.314 $+72.874 $
+11,3 %
1647.440 $-231.130 $
-26,3 %
1878.570 $+61.917 $
+7,6 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral866.164 $+866.164 $1
CONOCOPHILLIPSCOP→ 0Stark713.166 $-125.298 $
-14,9 %
1838.464 $+158.855 $
+23,4 %
1679.609 $-20.830 $
-3,0 %
1700.439 $+22.992 $
+3,4 %
1
ECOLAB INC.ECL→ 0Neutral646.375 $-74.007 $
-10,3 %
1720.382 $-70.066 $
-8,9 %
1790.448 $-28.941 $
-3,5 %
1819.389 $+2.447 $
+0,3 %
1
ELI LILLY & CoLLY→ 0Neutral812.014 $+362.246 $
+80,5 %
1449.768 $-131.634 $
-22,6 %
1581.402 $+581.402 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral803.133 $+128.725 $
+19,1 %
1674.408 $-106.592 $
-13,6 %
1781.000 $+3.642 $
+0,5 %
1777.358 $+41.153 $
+5,6 %
1
MARTIN MARIETTA MATERIALS INCMLM→ 0Neutral741.636 $+105.273 $
+16,5 %
1636.363 $-108.338 $
-14,5 %
1744.701 $-34.325 $
-4,4 %
1779.026 $+779.026 $1
STARBUCKS CORPSBUX→ 0Neutral761.554 $+45.192 $
+6,3 %
1716.362 $-31.844 $
-4,3 %
1748.206 $+80.374 $
+12,0 %
1667.832 $-163.802 $
-19,7 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark654.150 $+77.365 $
+13,4 %
1576.785 $+17.555 $
+3,1 %
1559.230 $-184.875 $
-24,8 %
1744.105 $+45.046 $
+6,4 %
1
Morse Asset Management, Inc→ 0734.154 $+144.215 $
+24,4 %
1589.939 $+133.913 $
+29,4 %
1456.026 $+158.396 $
+53,2 %
1297.630 $+58.974 $
+24,7 %
1
ServiceNow, Inc.NOW→ 0Neutral653.362 $+186.023 $
+39,8 %
1467.339 $-157.523 $
-25,2 %
1624.862 $-96.638 $
-13,4 %
1721.500 $-77.318 $
-9,7 %
1
PROCTER & GAMBLE CoPG→ 0Neutral720.589 $+71.331 $
+11,0 %
1649.258 $-60.127 $
-8,5 %
1709.385 $+5.822 $
+0,8 %
1703.563 $-37.275 $
-5,0 %
1
Extra Space Storage Inc.EXR→ 0Neutral556.354 $+1.674 $
+0,3 %
1554.680 $-57.745 $
-9,4 %
1612.425 $-107.215 $
-14,9 %
1719.640 $-142.737 $
-16,6 %
1
SOUTHWEST AIRLINES COLUV→ 0Neutral713.504 $+264.317 $
+58,8 %
1449.187 $-119.638 $
-21,0 %
1568.825 $+6.092 $
+1,1 %
1562.733 $-17.392 $
-3,0 %
1
Baker Hughes CoBKR→ 0Stark495.726 $-145.299 $
-22,7 %
1641.025 $+71.729 $
+12,6 %
1569.296 $-130.031 $
-18,6 %
1699.327 $+123.422 $
+21,4 %
1
Waste Connections, Inc.WCN→ 0Neutral567.913 $-39.288 $
-6,5 %
1607.201 $-88.101 $
-12,7 %
1695.302 $+35.876 $
+5,4 %
1659.426 $-41.334 $
-5,9 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral531.503 $+64.322 $
+13,8 %
1467.181 $-99.397 $
-17,5 %
1566.578 $-121.793 $
-17,7 %
1688.371 $-76.085 $
-10,0 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark589.346 $+4.442 $
+0,8 %
1584.904 $-5.799 $
-1,0 %
1590.703 $-89.739 $
-13,2 %
1680.442 $-57.134 $
-7,7 %
1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral559.082 $+170.848 $
+44,0 %
1388.234 $-187.489 $
-32,6 %
1575.723 $-86.501 $
-13,1 %
1662.224 $-72.890 $
-9,9 %
1
DEXCOM INCDXCM→ 0Neutral628.914 $+129.528 $
+25,9 %
1499.386 $-80.821 $
-13,9 %
1580.207 $-7.908 $
-1,3 %
1588.115 $-162.928 $
-21,7 %
1
SYNOPSYS INCSNPS→ 0Schwach482.474 $+55.069 $
+12,9 %
1427.405 $-100.091 $
-19,0 %
1527.496 $-98.123 $
-15,7 %
1625.619 $-57.271 $
-8,4 %
1
Tidal Trust III→ 0615.256 $+615.256 $1
EQUINIX INCEQIX→ 0Neutral597.289 $+17.967 $
+3,1 %
1579.322 $+39.945 $
+7,4 %
1539.377 $-65.284 $
-10,8 %
1604.661 $-38.079 $
-5,9 %
1
Uber Technologies, IncUBER→ 0Neutral598.205 $+21.238 $
+3,7 %
1
ZIMMER BIOMET HOLDINGS, INC.ZBH→ 0Neutral583.120 $+29.567 $
+5,3 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0564.819 $+226.014 $
+66,7 %
1338.805 $-30.395 $
-8,2 %
1369.200 $+52.805 $
+16,7 %
1316.395 $+69.260 $
+28,0 %
1
INSULET CORPPODD→ 0Neutral390.512 $-146.133 $
-27,2 %
1536.645 $-13.821 $
-2,5 %
1550.466 $-15.686 $
-2,8 %
1
CINTAS CORPCTAS→ 0Neutral550.345 $+101.278 $
+22,6 %
1449.067 $-100.097 $
-18,2 %
1549.164 $+549.164 $1
TJX COMPANIES INC /DE/TJX→ 0Stark527.069 $-580 $
-0,1 %
1527.649 $-19.663 $
-3,6 %
1547.312 $+547.312 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral487.158 $+57.515 $
+13,4 %
1429.643 $-115.195 $
-21,1 %
1544.838 $+544.838 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral479.584 $-53.114 $
-10,0 %
1532.698 $+48.239 $
+10,0 %
1484.459 $-67.589 $
-12,2 %
1
Tidal Trust II→ 0509.584 $+151.596 $
+42,3 %
1357.988 $+92.432 $
+34,8 %
1265.556 $+265.556 $1
SCHWAB STRATEGIC TRUST→ 0428.030 $+55.122 $
+14,8 %
1372.908 $-18.471 $
-4,7 %
1391.379 $+8.290 $
+2,2 %
1383.089 $+1.507 $
+0,4 %
1
James Hardie Industries plcJHX→ 0Schwach417.472 $+417.472 $1
ASML HOLDING NVASML→ 0Sehr stark391.920 $+142.283 $
+57,0 %
1249.637 $+249.637 $1
ASTRAZENECA PLCAZN→ 0Stark314.167 $+24.648 $
+8,5 %
1289.519 $+68.060 $
+30,7 %
1221.459 $+221.459 $1
KEYCORP /NEW/KEY→ 0Stark288.148 $+53.804 $
+23,0 %
1234.344 $+29.368 $
+14,3 %
1204.976 $+204.976 $1
ROCKWELL AUTOMATION, INCROK→ 0Neutral287.146 $+53.515 $
+22,9 %
1233.631 $+233.631 $1
KLA CORPKLAC→ 0Stark282.702 $+282.702 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral264.090 $+264.090 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark261.349 $+261.349 $1
LyondellBasell Industries N.V.LYB→ 0Stark253.200 $+253.200 $1
CITIGROUP INCC→ 0Neutral241.851 $+241.851 $1
M/I HOMES, INC.MHO→ 0Neutral231.055 $+231.055 $1
EDISON INTERNATIONALEIX→ 0Stark225.956 $+17.100 $
+8,2 %
1208.856 $+208.856 $1
EOG RESOURCES INCEOG→ 0Sehr stark206.660 $-12.074 $
-5,5 %
1218.734 $+218.734 $1
EXXON MOBIL CORPXOM→ 0Stark214.620 $+214.620 $1
ALTRIA GROUP, INC.MO→ 0Stark212.756 $+212.756 $1
AbbVie Inc.ABBV→ 0Neutral212.384 $+212.384 $1
US BANCORP \DE\USB→ 0Stark209.538 $-166 $
-0,1 %
1209.704 $+209.704 $1
ALLSTATE CORPALL→ 0Sehr stark206.056 $+206.056 $1
AMERICAN ELECTRIC POWER CO INCAEP→ 0Stark203.436 $+203.436 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark201.667 $+201.667 $1
Jefferies Financial Group Inc.JEF→ 0Schwach200.845 $+200.845 $1
Lloyds Banking Group plcLYG→ 0139.815 $+36.137 $
+34,9 %
1103.678 $+103.678 $1
MIZUHO FINANCIAL GROUP INCMFG→ 0134.407 $+39.341 $
+41,4 %
195.066 $+95.066 $1
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBS→ 0133.085 $+133.085 $1
NOMURA HOLDINGS INCNMR→ 0130.585 $+30.942 $
+31,1 %
199.643 $+99.643 $1
116.465.878 $+16.959.402 $
+15,7 %
9497.294.112 $-2.564.270 $
-2,5 %
83101.812.841 $+2.294.564 $
-0,9 %
76100.734.916 $+6.974.829 $
+2,1 %
72
Erweitert ×