Investments: LifeGoal Investments, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: LifeGoal Investments, 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
157.825.401 $+40.999.557 $
+25,1 %
118120.187.155 $+25.242.704 $
+35,1 %
8397.762.449 $+13.973.507 $
+41,7 %
4480.587.410 $+3.814.550 $
+20,3 %
36
MAI Capital Management→ 040.005.714 $+8.624.199 $
+27,5 %
131.381.515 $+3.075.954 $
+10,9 %
128.305.561 $+5.119.758 $
+22,1 %
123.185.803 $+3.001.509 $
+14,9 %
1
Capital Group Global Growth Equity ETF→ 022.728.649 $+6.630.658 $
+41,2 %
116.097.991 $+1.641.581 $
+11,4 %
114.456.410 $+2.930.814 $
+25,4 %
111.525.596 $+2.091.396 $
+22,2 %
1
Ancora Advisors LLC→ 06.872.602 $+1.142.034 $
+19,9 %
15.730.568 $+580.461 $
+11,3 %
15.150.107 $+566.850 $
+12,4 %
14.583.257 $-204.199 $
-4,3 %
1
Morse Asset Management, Inc→ 06.335.974 $+852.140 $
+15,5 %
15.483.834 $+2.975.345 $
+118,6 %
12.508.489 $+2.113.964 $
+535,8 %
1394.525 $-23.931 $
-5,7 %
1
J P MORGAN EXCHANGE TRADED F→ 05.458.262 $+2.052.488 $
+60,3 %
15.815.611 $+4.732.443 $
+436,9 %
16.299.235 $+3.337.732 $
+112,7 %
14.939.261 $+1.752.626 $
+55,0 %
1
iSHARES TRUST→ 03.333.007 $+333.595 $
+11,1 %
12.999.412 $-800.054 $
-21,1 %
13.799.466 $-2.050.198 $
-35,0 %
15.849.664 $+1.334.207 $
+29,5 %
1
Apple Inc.AAPL→ 0Neutral4.987.464 $+1.006.253 $
+25,3 %
13.981.211 $+463.614 $
+13,2 %
13.517.597 $+2.589.754 $
+279,1 %
1927.843 $+138.412 $
+17,5 %
1
VANGUARD WHITEHALL FDS→ 03.405.774 $+2.381.609 $
+232,5 %
12.876.538 $+2.367.563 $
+465,2 %
12.915.027 $+822.388 $
+39,3 %
14.058.961 $-880.300 $
-17,8 %
1
COZAD ASSET MANAGEMENT INC→ 03.795.627 $+1.132.977 $
+42,6 %
12.662.650 $+269.649 $
+11,3 %
12.393.001 $+251.030 $
+11,7 %
12.141.971 $-1.679.440 $
-43,9 %
1
Alphabet Inc.GOOGL→ 0Stark3.387.825 $+767.039 $
+29,3 %
12.620.786 $+207.443 $
+8,6 %
12.413.343 $+849.928 $
+54,4 %
11.563.415 $+435.038 $
+38,6 %
1
SVB WEALTH LLC→ 0629.125 $-217.070 $
-25,7 %
1846.195 $-2.176.820 $
-72,0 %
13.023.015 $+562.930 $
+22,9 %
12.460.085 $+965.440 $
+64,6 %
1
ISHARES TR→ 02.170.086 $+1.493.832 $
+220,9 %
12.144.074 $-3.671.537 $
-63,1 %
12.092.639 $-4.206.596 $
-66,8 %
12.961.503 $+2.520.117 $
+571,0 %
1
NVIDIA CORPNVDA→ 0Neutral2.771.656 $+1.049.412 $
+60,9 %
11.722.244 $+591.797 $
+52,4 %
11.130.447 $+186.848 $
+19,8 %
1943.599 $+125.476 $
+15,3 %
1
AMAZON COM INCAMZN→ 0Neutral2.381.732 $+863.943 $
+56,9 %
11.517.789 $-197.896 $
-11,5 %
11.715.685 $+943.457 $
+122,2 %
1772.228 $-227.313 $
-22,7 %
1
VANGUARD GROUP INC→ 02.117.539 $-199.056 $
-8,6 %
12.316.595 $-44.568 $
-1,9 %
12.361.163 $+583.446 $
+32,8 %
11.777.717 $-192.900 $
-9,8 %
1
World Gold TrustGLDM→ 02.169.993 $-189.016 $
-8,0 %
12.359.009 $+2.359.009 $1
SELECT SECTOR SPDR TRUST→ 02.245.796 $+672.867 $
+42,8 %
11.572.929 $+1.572.929 $1
Fidelity Wise Origin Bitcoin FundFBTC→ 0989.400 $-161.056 $
-14,0 %
11.150.456 $-334.428 $
-22,5 %
11.484.884 $-449.534 $
-23,2 %
11.934.418 $+113.362 $
+6,2 %
1
MICROSOFT CORPMSFT→ 0Neutral1.703.903 $+333.619 $
+24,3 %
11.370.284 $+313.735 $
+29,7 %
11.056.549 $+150.878 $
+16,7 %
1905.671 $+58.990 $
+7,0 %
1
MICRON TECHNOLOGY INCMU→ 0Stark1.613.094 $+1.085.813 $
+205,9 %
1527.281 $+527.281 $1
Hartford Funds Exchange-Traded Trust→ 0487.079 $-9.685 $
-1,9 %
1496.764 $+2.020 $
+0,4 %
1494.744 $-875.111 $
-63,9 %
11.369.855 $-211.616 $
-13,4 %
1
Broadcom Inc.AVGO→ 0Neutral1.358.969 $+456.118 $
+50,5 %
1902.851 $+268.104 $
+42,2 %
1634.747 $+263.598 $
+71,0 %
1371.149 $+57.735 $
+18,4 %
1
SSGA Active Trust→ 01.178.849 $+1.178.849 $1
VANGUARD MUN BD FDS→ 01.024.165 $+136.381 $
+15,4 %
11.083.168 $+630.867 $
+139,5 %
11.095.869 $+479.555 $
+77,8 %
1441.386 $-190.683 $
-30,2 %
1
SCHWAB STRATEGIC TRUST→ 0369.051 $-111.424 $
-23,2 %
1480.475 $-189.321 $
-28,3 %
1669.796 $-339.166 $
-33,6 %
11.008.962 $-2.737.693 $
-73,1 %
1
VANGUARD WORLD FUND→ 0721.810 $+59.167 $
+8,9 %
1662.643 $-323.186 $
-32,8 %
1985.829 $+128.446 $
+15,0 %
1857.383 $+69.823 $
+8,9 %
1
SPDR SERIES TRUST→ 0731.537 $+92.399 $
+14,5 %
1639.138 $-32.900 $
-4,9 %
1672.038 $-286.177 $
-29,9 %
1958.215 $+36.829 $
+4,0 %
1
VANGUARD NY TAX FREE FDS→ 0887.784 $-1.282.302 $
-59,1 %
1866.987 $-1.277.087 $
-59,6 %
1869.713 $-2.045.314 $
-70,2 %
1
Walmart Inc.WMT→ 0Stark499.857 $-334.698 $
-40,1 %
1834.555 $+182.098 $
+27,9 %
1652.457 $+417.959 $
+178,2 %
1234.498 $+17.685 $
+8,2 %
1
Meta Platforms, Inc.META→ 0Neutral695.098 $-66.977 $
-8,8 %
1762.075 $-56.004 $
-6,8 %
1818.079 $+242.191 $
+42,1 %
1575.888 $-30.042 $
-5,0 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral802.818 $+802.818 $1
INTUIT INC.INTU→ 0Neutral470.322 $-291.985 $
-38,3 %
1762.307 $+762.307 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0745.508 $+153.387 $
+25,9 %
1592.121 $+309.494 $
+109,5 %
1282.627 $-111.532 $
-28,3 %
1394.159 $+394.159 $1
JPMORGAN CHASE & COJPM→ 0Neutral734.201 $+184.794 $
+33,6 %
1549.407 $+100.877 $
+22,5 %
1448.530 $+81.054 $
+22,1 %
1367.476 $+52.054 $
+16,5 %
1
EXXON MOBIL CORPXOM→ 0Stark463.754 $-239.337 $
-34,0 %
1703.091 $+170.466 $
+32,0 %
1532.625 $+194.713 $
+57,6 %
1337.912 $+22.166 $
+7,0 %
1
CATERPILLAR INCCAT→ 0Sehr stark683.666 $+261.541 $
+62,0 %
1422.125 $+91.579 $
+27,7 %
1330.546 $+330.546 $1
VANGUARD SPECIALIZED FUNDS→ 0676.254 $+118.379 $
+21,2 %
1607.159 $-259.828 $
-30,0 %
1616.314 $-253.399 $
-29,1 %
1632.069 $+304.274 $
+92,8 %
1
WESTERN DIGITAL CORPWDC→ 0Stark662.353 $+314.604 $
+90,5 %
1347.749 $+347.749 $1
iShares, Inc.→ 0600.373 $-16.297 $
-2,6 %
1616.670 $+3.973 $
+0,6 %
1612.697 $-15.492 $
-2,5 %
1628.189 $+5.056 $
+0,8 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark610.441 $+241.883 $
+65,6 %
1368.558 $+368.558 $1
GE Vernova Inc.GEV→ 0Sehr stark587.430 $+173.147 $
+41,8 %
1414.283 $+414.283 $1
ELI LILLY & CoLLY→ 0Neutral578.154 $+134.302 $
+30,3 %
1443.852 $+191.302 $
+75,7 %
1252.550 $+51.118 $
+25,4 %
1201.432 $-2.025 $
-1,0 %
1
SPDR GOLD TRUSTGLD→ 0484.051 $-91.244 $
-15,9 %
1575.295 $+54.544 $
+10,5 %
1520.751 $+320.266 $
+159,7 %
1200.485 $+200.485 $1
Nebius Group N.V.NBIS→ 0Neutral559.244 $+559.244 $1
VANGUARD TAX-MANAGED FDS→ 0557.875 $-2.318.663 $
-80,6 %
1508.975 $-98.184 $
-16,2 %
1452.301 $-643.568 $
-58,7 %
1327.795 $-3.731.166 $
-91,9 %
1
Tesla, Inc.TSLA→ 0Neutral544.677 $+205.737 $
+60,7 %
1338.940 $+338.940 $1
Sandisk CorpSNDK→ 0Stark529.779 $+529.779 $1
CENTENE CORPCNC→ 0Neutral528.476 $+267.978 $
+102,9 %
1260.498 $+260.498 $1
Seagate Technology Holdings plcSTX→ 0Stark515.310 $+515.310 $1
CHEVRON CORPCVX→ 0Sehr stark503.413 $+107.080 $
+27,0 %
1396.333 $+122.978 $
+45,0 %
1273.355 $+273.355 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark471.477 $+45.946 $
+10,8 %
1425.531 $+425.531 $1
Airbnb, Inc.ABNB→ 0Neutral457.205 $+136.343 $
+42,5 %
1320.862 $+320.862 $1
GENERAL ELECTRIC COGE→ 0Neutral448.850 $+162.609 $
+56,8 %
1286.241 $+286.241 $1
Fortinet, Inc.FTNT→ 0Neutral439.200 $+186.012 $
+73,5 %
1253.188 $+253.188 $1
BRISTOL MYERS SQUIBB COBMY→ 0Stark323.709 $-97.537 $
-23,2 %
1421.246 $+421.246 $1
BlackRock, Inc.BLK→ 0Neutral413.471 $+86.998 $
+26,6 %
1326.473 $+326.473 $1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral404.651 $+117.212 $
+40,8 %
1287.439 $+287.439 $1
JOHNSON & JOHNSONJNJ→ 0Stark264.383 $-137.927 $
-34,3 %
1402.310 $+53.392 $
+15,3 %
1348.918 $+348.918 $1
TERADYNE, INCTER→ 0Stark400.136 $+149.439 $
+59,6 %
1250.697 $+250.697 $1
PG&E CorpPCG→ 0Neutral370.343 $-28.695 $
-7,2 %
1399.038 $+235.172 $
+143,5 %
1163.866 $+163.866 $1
BlackRock Finance, Inc.→ 0388.842 $+388.842 $1
Vertiv Holdings CoVRT→ 0Stark380.021 $+165.263 $
+77,0 %
1214.758 $+214.758 $1
ASML HOLDING NVASML→ 0Sehr stark346.163 $+120.443 $
+53,4 %
1225.720 $+225.720 $1
PROCTER & GAMBLE CoPG→ 0Neutral274.950 $-68.561 $
-20,0 %
1343.511 $+343.511 $1
HUNT J B TRANSPORT SERVICES INCJBHT→ 0Stark339.212 $+130.895 $
+62,8 %
1208.317 $+208.317 $1
MOLINA HEALTHCARE, INC.MOH→ 0Schwach338.019 $+338.019 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral337.763 $+38.222 $
+12,8 %
1299.541 $+74.354 $
+33,0 %
1225.187 $-27.691 $
-11,0 %
1252.878 $+252.878 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral329.882 $+329.882 $1
EMCOR Group, Inc.EME→ 0Stark324.483 $+37.373 $
+13,0 %
1287.110 $+287.110 $1
CONOCOPHILLIPSCOP→ 0Stark234.638 $-85.413 $
-26,7 %
1320.051 $+60.939 $
+23,5 %
1259.112 $+259.112 $1
Viking Holdings LtdVIK→ 0315.999 $+315.999 $1
ISHARES GOLD TRUSTIAU→ 0284.975 $-28.188 $
-9,0 %
1313.163 $+80.854 $
+34,8 %
1232.309 $+232.309 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark236.420 $-76.106 $
-24,4 %
1312.526 $+312.526 $1
EDISON INTERNATIONALEIX→ 0Stark302.118 $+13.316 $
+4,6 %
1288.802 $+288.802 $1
NORFOLK SOUTHERN CORPNSC→ 0Stark299.490 $+83.953 $
+39,0 %
1215.537 $-72.256 $
-25,1 %
1287.793 $+19.792 $
+7,4 %
1
REGENERON PHARMACEUTICALS, INC.REGN→ 0Neutral299.241 $+299.241 $1
GENERAL DYNAMICS CORPGD→ 0Stark256.116 $-42.185 $
-14,1 %
1298.301 $+298.301 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark298.172 $+90.187 $
+43,4 %
1207.985 $+207.985 $1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark296.476 $+296.476 $1
Aon plcAON→ 0Stark295.204 $+295.204 $1
T-Mobile US, Inc.TMUS→ 0Neutral293.528 $+293.528 $1
Chubb LtdCB→ 0Stark286.903 $+39.570 $
+16,0 %
1247.333 $+247.333 $1
Philip Morris International Inc.PM→ 0Neutral282.220 $+42.921 $
+17,9 %
1239.299 $+239.299 $1
TJX COMPANIES INC /DE/TJX→ 0Stark272.246 $-6.284 $
-2,3 %
1278.530 $+278.530 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark274.740 $+274.740 $1
Waste Connections, Inc.WCN→ 0Neutral274.372 $+274.372 $1
Snowflake Inc.SNOW→ 0Schwach270.534 $+270.534 $1
Phillips 66PSX→ 0Stark268.113 $+61.560 $
+29,8 %
1206.553 $+206.553 $1
EVERSOURCE ENERGYES→ 0Neutral265.303 $+265.303 $1
CITIGROUP INCC→ 0Neutral264.944 $+264.944 $1
TechnipFMC plcFTI→ 0Stark251.675 $-11.364 $
-4,3 %
1263.039 $+263.039 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark262.664 $+262.664 $1
ZIM Integrated Shipping Services Ltd.ZIM→ 0261.040 $+261.040 $1
NETFLIX INCNFLX→ 0Stark259.253 $+45.221 $
+21,1 %
1214.032 $-36.385 $
-14,5 %
1
MID AMERICA APARTMENT COMMUNITIES INC.MAA→ 0Neutral254.677 $+254.677 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark251.696 $+251.696 $1
Booking Holdings Inc.BKNG→ 0Neutral251.074 $+251.074 $1
FREEPORT-MCMORAN INCFCX→ 0Stark246.466 $+42.854 $
+21,0 %
1203.612 $+203.612 $1
United Airlines Holdings, Inc.UAL→ 0Stark245.326 $+245.326 $1
Palantir Technologies Inc.PLTR→ 0Neutral243.027 $+243.027 $1
CUMMINS INCCMI→ 0Stark240.352 $+240.352 $1
SHOPIFY INC.SHOP→ 0Neutral235.553 $+235.553 $1
CARPENTER TECHNOLOGY CORPCRS→ 0Stark235.016 $+235.016 $1
VERISIGN INC/CAVRSN→ 0Neutral231.938 $+231.938 $1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC→ 0225.565 $+12.198 $
+5,7 %
1213.367 $+213.367 $1
MOHAWK INDUSTRIES INCMHK→ 0Neutral225.067 $+225.067 $1
DANAHER CORP /DE/DHR→ 0Neutral220.957 $+220.957 $1
EOG RESOURCES INCEOG→ 0Sehr stark220.541 $+220.541 $1
BlackRock Fund Advisors→ 0219.208 $+12.204 $
+5,9 %
1207.004 $+5.518 $
+2,7 %
1201.486 $+201.486 $1
DraftKings Inc.DKNG→ 0Neutral217.766 $+217.766 $1
Lumentum Holdings Inc.LITE→ 0Neutral214.515 $+214.515 $1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0214.378 $+214.378 $1
VISA INC.V→ 0Neutral202.012 $-3.934 $
-1,9 %
1205.946 $-8.423 $
-3,9 %
1214.369 $-43.651 $
-16,9 %
1
GENERAL MILLS INCGIS→ 0Stark214.194 $+214.194 $1
TAKE TWO INTERACTIVE SOFTWARE INCTTWO→ 0Neutral213.983 $+213.983 $1
General Motors CoGM→ 0Stark211.662 $+211.662 $1
NEWMONT Corp /DE/NEM→ 0Sehr stark209.146 $+209.146 $1
Hewlett Packard Enterprise CoHPE→ 0Neutral207.777 $+207.777 $1
ORACLE CORPORCL→ 0Neutral207.661 $+207.661 $1
ABBOTT LABORATORIESABT→ 0Neutral206.161 $+206.161 $1
ROSS STORES, INC.ROST→ 0Stark204.336 $+204.336 $1
SYNOPSYS INCSNPS→ 0Schwach201.624 $+201.624 $1
Banco Santander, S.A.SAN→ 0142.816 $+12.989 $
+10,0 %
1129.827 $+129.827 $1
MIZUHO FINANCIAL GROUP INCMFG→ 0106.903 $+106.903 $1
157.825.401 $+40.999.557 $
+25,1 %
118120.187.155 $+25.242.704 $
+35,1 %
8397.762.449 $+13.973.507 $
+41,7 %
4480.587.410 $+3.814.550 $
+20,3 %
36
Erweitert ×