Investments: Axis Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Axis 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
161.577.151 $+20.390.948 $
+71,8 %
72145.958.327 $-968.830 $
+20,8 %
72140.450.562 $+11.127.276 $
+28,3 %
69133.331.909 $+11.632.962 $
+148,9 %
69
ISHARES TR→ 021.532.718 $+20.786.548 $
+2.785,8 %
119.055.413 $+12.345.846 $
+184,0 %
119.809.658 $+16.319.400 $
+467,6 %
120.881.721 $+20.639.747 $
+8.529,7 %
1
iSHARES TRUST→ 013.871.674 $+740.883 $
+5,6 %
113.130.791 $+129.444 $
+1,0 %
113.001.347 $-1.186.522 $
-8,4 %
114.187.869 $-429.714 $
-2,9 %
1
WisdomTree, Inc.WT→ 0Neutral13.322.786 $+997.380 $
+8,1 %
112.325.406 $+588.869 $
+5,0 %
111.736.537 $+171.193 $
+1,5 %
111.565.344 $+1.132.630 $
+10,9 %
1
VANGUARD GROUP INC→ 010.045.333 $+1.308.455 $
+15,0 %
18.736.878 $-145.126 $
-1,6 %
18.882.004 $+1.469.918 $
+19,8 %
17.412.086 $+1.566.839 $
+26,8 %
1
Victory Portfolios II→ 09.574.482 $+879.696 $
+10,1 %
18.694.786 $+821.632 $
+10,4 %
17.873.154 $+1.214.299 $
+18,2 %
16.658.855 $+2.718.923 $
+69,0 %
1
VANGUARD WHITEHALL FDS→ 09.089.967 $+7.134.677 $
+364,9 %
18.931.067 $-10.124.346 $
-53,1 %
18.427.985 $-11.381.673 $
-57,5 %
18.071.223 $+2.497.959 $
+44,8 %
1
FIDELITY MERRIMACK STR TR→ 07.171.707 $-1.918.260 $
-21,1 %
16.709.567 $+5.955.782 $
+790,1 %
16.365.495 $+5.634.591 $
+770,9 %
16.233.954 $-1.837.269 $
-22,8 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 06.504.093 $+1.833.986 $
+39,3 %
14.670.107 $+377.853 $
+8,8 %
14.292.254 $+43.004 $
+1,0 %
14.249.250 $+444.208 $
+11,7 %
1
SPDR SERIES TRUST→ 06.493.020 $+474.287 $
+7,9 %
16.018.733 $+580.736 $
+10,7 %
15.437.997 $-81.841 $
-1,5 %
15.519.838 $+641.187 $
+13,1 %
1
SCHWAB STRATEGIC TRUST→ 05.212.488 $+172.716 $
+3,4 %
15.039.772 $+455.285 $
+9,9 %
14.584.487 $+173.942 $
+3,9 %
14.410.545 $+202.506 $
+4,8 %
1
Slide Insurance Holdings, Inc.SLDE→ 0Sehr stark4.993.760 $+1.330.724 $
+36,3 %
13.663.036 $+1.680.927 $
+84,8 %
11.982.109 $+1.982.109 $1
NVIDIA CORPNVDA→ 0Neutral4.683.287 $+3.620.336 $
+340,6 %
11.062.951 $+8.337 $
+0,8 %
11.054.614 $+87.470 $
+9,0 %
1967.144 $+294.042 $
+43,7 %
1
Apple Inc.AAPL→ 0Neutral3.774.388 $-122.830 $
-3,2 %
13.897.218 $-173.126 $
-4,3 %
14.070.344 $+153.436 $
+3,9 %
13.916.908 $+1.678.420 $
+75,0 %
1
VANGUARD SPECIALIZED FUNDS→ 03.804.530 $+3.421.704 $
+893,8 %
13.460.241 $+2.904.448 $
+522,6 %
13.538.520 $+2.975.127 $
+528,1 %
13.490.258 $+2.778.633 $
+390,5 %
1
VAUGHAN DAVID INVESTMENTS LLC/IL→ 03.189.841 $+111.671 $
+3,6 %
13.078.170 $-37.398 $
-1,2 %
13.115.568 $+1.362.539 $
+77,7 %
11.753.029 $+1.753.029 $1
Xylem Inc.XYL→ 0Neutral1.602.337 $-17.486 $
-1,1 %
11.619.823 $-927.560 $
-36,4 %
12.547.383 $+2.547.383 $1
COZAD ASSET MANAGEMENT INC→ 02.208.289 $+204.556 $
+10,2 %
12.003.733 $+129.159 $
+6,9 %
11.874.574 $-392.314 $
-17,3 %
12.266.888 $+327.298 $
+16,9 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 02.105.312 $+88.789 $
+4,4 %
12.016.523 $+82.868 $
+4,3 %
11.933.655 $+55.201 $
+2,9 %
11.878.454 $+171.322 $
+10,0 %
1
VANGUARD TAX-MANAGED FDS→ 01.955.290 $+1.350.769 $
+223,4 %
11.637.048 $-7.294.019 $
-81,7 %
11.511.203 $-6.916.782 $
-82,1 %
11.421.727 $+863.534 $
+154,7 %
1
AMAZON COM INCAMZN→ 0Stark1.634.852 $-93.273 $
-5,4 %
11.728.125 $-95.226 $
-5,2 %
11.823.351 $+100.041 $
+5,8 %
11.723.310 $+47.179 $
+2,8 %
1
FIDELITY COVINGTON TRUST→ 01.581.653 $+530.675 $
+50,5 %
11.050.978 $+468.395 $
+80,4 %
1582.583 $+18.684 $
+3,3 %
1563.899 $+129.501 $
+29,8 %
1
Ancora Advisors LLC→ 01.482.772 $+193.162 $
+15,0 %
11.289.610 $+382.464 $
+42,2 %
1907.146 $+237.009 $
+35,4 %
1670.137 $+35.222 $
+5,5 %
1
TRUIST FINANCIAL CORPTFC→ 0Neutral1.392.978 $+125.432 $
+9,9 %
11.267.546 $-8.268 $
-0,6 %
11.275.814 $-32.298 $
-2,5 %
11.308.112 $+211.391 $
+19,3 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.390.781 $+272.426 $
+24,4 %
11.118.355 $-78.844 $
-6,6 %
11.197.199 $+27.776 $
+2,4 %
11.169.423 $+95.811 $
+8,9 %
1
KCM INVESTMENT ADVISORS LLC→ 01.379.968 $+48.140 $
+3,6 %
11.331.828 $+51.150 $
+4,0 %
11.280.678 $-47.839 $
-3,6 %
11.328.517 $-23.614 $
-1,7 %
1
BlackRock Finance, Inc.→ 01.296.125 $+177.870 $
+15,9 %
11.118.255 $-48.466 $
-4,2 %
11.166.721 $+24.060 $
+2,1 %
11.142.661 $+139.884 $
+13,9 %
1
Alphabet Inc.GOOGL→ 0Neutral1.173.056 $-54.246 $
-4,4 %
11.227.302 $-30.658 $
-2,4 %
11.257.960 $+258.269 $
+25,8 %
1999.691 $+488.349 $
+95,5 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark962.457 $-275.725 $
-22,3 %
11.238.182 $+142.517 $
+13,0 %
11.095.665 $-96.021 $
-8,1 %
11.191.686 $+14.961 $
+1,3 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 01.191.557 $+72.348 $
+6,5 %
11.119.209 $+149.010 $
+15,4 %
1970.199 $+58.443 $
+6,4 %
1911.756 $+102.477 $
+12,7 %
1
MICROSOFT CORPMSFT→ 0Neutral745.871 $-133.459 $
-15,2 %
1879.330 $-163.616 $
-15,7 %
11.042.946 $-53.877 $
-4,9 %
11.096.823 $+111.909 $
+11,4 %
1
EXXON MOBIL CORPXOM→ 0Stark442.446 $-397.621 $
-47,3 %
1840.067 $+257.057 $
+44,1 %
1583.010 $-2.492 $
-0,4 %
1585.502 $+40.487 $
+7,4 %
1
ALTRIA GROUP, INC.MO→ 0Neutral804.757 $+60.327 $
+8,1 %
1744.430 $+90.693 $
+13,9 %
1653.737 $-95.662 $
-12,8 %
1749.399 $+85.113 $
+12,8 %
1
J P MORGAN EXCHANGE TRADED F→ 0746.170 $+455.532 $
+156,7 %
1753.785 $-5.611.710 $
-88,2 %
1730.904 $+485.116 $
+197,4 %
1711.625 $-710.102 $
-49,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral480.562 $-266.587 $
-35,7 %
1747.149 $+45.927 $
+6,5 %
1701.222 $+4.332 $
+0,6 %
1696.890 $+81.693 $
+13,3 %
1
TEXAS INSTRUMENTS INCTXN→ 0Stark714.767 $+249.495 $
+53,6 %
1465.272 $+51.146 $
+12,4 %
1414.126 $-28.899 $
-6,5 %
1443.025 $-53.534 $
-10,8 %
1
Invesco Exchange-Traded Self-Indexed Fund Trust→ 0688.847 $+64.928 $
+10,4 %
1623.919 $+19.634 $
+3,2 %
1604.285 $+25.276 $
+4,4 %
1579.009 $+39.485 $
+7,3 %
1
JAMES INVESTMENT RESEARCH, INC.→ 0674.005 $+219.167 $
+48,2 %
1454.838 $-2.865 $
-0,6 %
1457.703 $+42.921 $
+10,3 %
1414.782 $+1.840 $
+0,4 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral622.437 $+202.421 $
+48,2 %
1420.016 $-115.558 $
-21,6 %
1535.574 $-27.609 $
-4,9 %
1563.183 $+63.226 $
+12,6 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach502.522 $-28.243 $
-5,3 %
1530.765 $-76.206 $
-12,6 %
1606.971 $+50.526 $
+9,1 %
1556.445 $+31.219 $
+5,9 %
1
VANGUARD STAR FDS→ 0604.521 $-3.200.009 $
-84,1 %
1555.793 $-1.081.255 $
-66,0 %
1563.393 $-947.810 $
-62,7 %
1558.193 $-20.323.528 $
-97,3 %
1
QUALCOMM INC/DEQCOM→ 0Stark600.497 $+182.497 $
+43,7 %
1418.000 $-133.660 $
-24,2 %
1551.660 $+44.284 $
+8,7 %
1507.376 $+28.722 $
+6,0 %
1
Meta Platforms, Inc.META→ 0Neutral329.740 $-87.085 $
-20,9 %
1416.825 $-63.249 $
-13,2 %
1480.074 $-79.581 $
-14,2 %
1559.655 $+46.752 $
+9,1 %
1
AT&T INC.T→ 0Stark368.223 $-162.025 $
-30,6 %
1530.248 $+57.238 $
+12,1 %
1473.010 $-71.234 $
-13,1 %
1544.244 $-19.354 $
-3,4 %
1
SELECT SECTOR SPDR TRUST→ 0531.486 $-10.318 $
-1,9 %
1541.804 $+33.997 $
+6,7 %
1507.807 $-10.679 $
-2,1 %
1518.486 $+31.125 $
+6,4 %
1
Tesla, Inc.TSLA→ 0Schwach331.715 $-32.849 $
-9,0 %
1364.564 $-88.156 $
-19,5 %
1452.720 $-86.133 $
-16,0 %
1538.853 $+173.649 $
+47,5 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral423.794 $-53.035 $
-11,1 %
1476.829 $-51.981 $
-9,8 %
1528.810 $+76.052 $
+16,8 %
1452.758 $+14.592 $
+3,3 %
1
MCDONALDS CORPMCD→ 0Neutral380.683 $-134.226 $
-26,1 %
1514.909 $+14.723 $
+2,9 %
1500.186 $+99.893 $
+25,0 %
1400.293 $+22.778 $
+6,0 %
1
IRON MOUNTAIN INCIRM→ 0Neutral511.412 $+98.063 $
+23,7 %
1413.349 $+78.938 $
+23,6 %
1334.411 $-77.195 $
-18,8 %
1411.606 $-1.267 $
-0,3 %
1
W. P. Carey Inc.WPC→ 0Sehr stark435.631 $+14.443 $
+3,4 %
1421.188 $-31.278 $
-6,9 %
1452.466 $-47.979 $
-9,6 %
1500.445 $+22.250 $
+4,7 %
1
AbbVie Inc.ABBV→ 0Neutral460.906 $+64.838 $
+16,4 %
1396.068 $-9.732 $
-2,4 %
1405.800 $-14.480 $
-3,4 %
1420.280 $+107.081 $
+34,2 %
1
Palantir Technologies Inc.PLTR→ 0Neutral356.606 $-56.278 $
-13,6 %
1412.884 $-20.881 $
-4,8 %
1433.765 $+119.297 $
+37,9 %
1
MAI Capital Management→ 0242.328 $-78.815 $
-24,5 %
1321.143 $-77.851 $
-19,5 %
1398.994 $-29.227 $
-6,8 %
1428.221 $+76.537 $
+21,8 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark373.332 $-19.446 $
-5,0 %
1392.778 $+39.734 $
+11,3 %
1353.044 $+34.005 $
+10,7 %
1319.039 $+73.391 $
+29,9 %
1
CATERPILLAR INCCAT→ 0Sehr stark392.559 $+85.784 $
+28,0 %
1306.775 $+46.855 $
+18,0 %
1259.920 $+52.740 $
+25,5 %
1
ASTRAZENECA PLCAZN→ 0Stark367.195 $-21.423 $
-5,5 %
1388.618 $+17.929 $
+4,8 %
1370.689 $+63.633 $
+20,7 %
1307.056 $+22.911 $
+8,1 %
1
VANGUARD MUN BD FDS→ 0382.826 $-21.149.892 $
-98,2 %
1290.638 $-3.169.603 $
-91,6 %
1245.788 $-3.292.732 $
-93,1 %
1241.974 $-5.991.980 $
-96,1 %
1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 0377.842 $+5.748 $
+1,5 %
1372.094 $+43.431 $
+13,2 %
1328.663 $+12.371 $
+3,9 %
1316.292 $+15.933 $
+5,3 %
1
Franklin Templeton ETF Trust→ 0209.294 $-84.944 $
-28,9 %
1294.238 $-66.286 $
-18,4 %
1360.524 $-16.119 $
-4,3 %
1376.643 $+49.540 $
+15,1 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral344.344 $+10.291 $
+3,1 %
1334.053 $-15.645 $
-4,5 %
1349.698 $+39.008 $
+12,6 %
1
CHEVRON CORPCVX→ 0Sehr stark240.204 $-106.579 $
-30,7 %
1346.783 $+114.289 $
+49,2 %
1232.494 $-6.916 $
-2,9 %
1239.410 $+28.197 $
+13,4 %
1
ROYAL BANK OF CANADARY→ 0Sehr schwach331.773 $+72.440 $
+27,9 %
1259.333 $-13.962 $
-5,1 %
1273.295 $+37.141 $
+15,7 %
1236.154 $+25.279 $
+12,0 %
1
DIGITAL REALTY TRUST, INC.DLR→ 0Neutral300.793 $-502 $
-0,2 %
1301.295 $+52.143 $
+20,9 %
1249.152 $-20.445 $
-7,6 %
1269.597 $-1.740 $
-0,6 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral201.902 $-71.730 $
-26,2 %
1273.632 $+54.505 $
+24,9 %
1219.127 $+219.127 $1
BlackRock Fund Advisors→ 0202.317 $-67.367 $
-25,0 %
1269.684 $+19.260 $
+7,7 %
1
COCA COLA COKO→ 0Neutral263.023 $+24.451 $
+10,2 %
1238.572 $+37.131 $
+18,4 %
1
PFIZER INCPFE→ 0Neutral227.362 $-30.755 $
-11,9 %
1258.117 $+548 $
+0,2 %
1257.569 $-22.472 $
-8,0 %
1
DELTA AIR LINES, INC.DAL→ 0Sehr stark255.898 $+255.898 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark251.303 $+251.303 $1
Walmart Inc.WMT→ 0Stark222.388 $-28.828 $
-11,5 %
1251.216 $+42.797 $
+20,5 %
1208.419 $+3.666 $
+1,8 %
1204.753 $+204.753 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral249.537 $+249.537 $1
BP PLCBP→ 0Stark243.660 $+243.660 $1
AFLAC INCAFL→ 0Stark240.133 $+240.133 $1
MORGAN STANLEYMS→ 0Neutral223.897 $-11.063 $
-4,7 %
1234.960 $+20.444 $
+9,5 %
1214.516 $+214.516 $1
METLIFE INCMET→ 0Stark206.105 $+3.761 $
+1,9 %
1202.344 $-23.087 $
-10,2 %
1225.431 $-6.582 $
-2,8 %
1232.013 $+6.934 $
+3,1 %
1
SPDR GOLD TRUSTGLD→ 0231.130 $+231.130 $1
Philip Morris International Inc.PM→ 0Neutral229.704 $+21.078 $
+10,1 %
1208.626 $+7.494 $
+3,7 %
1201.132 $-16.600 $
-7,6 %
1
AeroVironment IncAVAV→ 0Schwach202.652 $-25.013 $
-11,0 %
1227.665 $+21.646 $
+10,5 %
1
CORNING INC /NYGLW→ 0Stark219.760 $+219.760 $1
WELLTOWER INC.WELL→ 0Neutral219.545 $+219.545 $1
HOME DEPOT, INC.HD→ 0Stark218.617 $+218.617 $1
CERAGON NETWORKS LTDCRNT→ 0Sehr stark27.827 $+4.620 $
+19,9 %
123.207 $+645 $
+2,9 %
122.562 $-2.472 $
-9,9 %
125.034 $-1.396 $
-5,3 %
1
161.577.151 $+20.390.948 $
+71,8 %
72145.958.327 $-968.830 $
+20,8 %
72140.450.562 $+11.127.276 $
+28,3 %
69133.331.909 $+11.632.962 $
+148,9 %
69
Erweitert ×