Investments: Golden Reserve Retirement LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Golden Reserve Retirement 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
469.184.648 $+121.788.653 $
+142,6 %
93347.163.768 $-27.354.524 $
+2,1 %
84389.038.682 $+115.687.953 $
+322,4 %
87266.830.922 $+53.965.082 $
+38,6 %
10
SCHWAB STRATEGIC TRUST→ 0273.146.578 $+41.007.083 $
+17,7 %
1232.139.495 $-14.537.384 $
-5,9 %
1246.676.879 $+41.286.230 $
+20,1 %
1205.390.649 $+41.209.445 $
+25,1 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 080.335.868 $+17.908.362 $
+28,7 %
162.427.506 $-7.308.575 $
-10,5 %
169.736.081 $+11.354.160 $
+19,4 %
158.381.921 $+11.103.755 $
+23,5 %
1
Apple Inc.AAPL→ 0Neutral10.197.832 $+6.836.129 $
+203,4 %
13.361.703 $-687.131 $
-17,0 %
14.048.834 $+3.499.471 $
+637,0 %
1549.363 $+549.363 $1
NVIDIA CORPNVDA→ 0Neutral7.936.485 $+4.039.540 $
+103,7 %
13.896.945 $-1.039.680 $
-21,1 %
14.936.625 $+4.127.679 $
+510,3 %
1808.946 $+568.560 $
+236,5 %
1
Alphabet Inc.GOOGL→ 0Stark6.646.865 $+3.671.789 $
+123,4 %
12.975.076 $+213.139 $
+7,7 %
12.761.937 $+2.438.473 $
+753,9 %
1323.464 $+323.464 $1
Broadcom Inc.AVGO→ 0Neutral3.116.511 $+1.692.211 $
+118,8 %
11.424.300 $-5.131.639 $
-78,3 %
16.555.939 $+2.681.403 $
+69,2 %
1
MICROSOFT CORPMSFT→ 0Neutral5.287.913 $+2.767.055 $
+109,8 %
12.520.858 $-2.573.074 $
-50,5 %
15.093.932 $+4.768.141 $
+1.463,6 %
1325.791 $-56.717 $
-14,8 %
1
INVESCO EXCH TRD SLF IDX FD→ 04.379.794 $+4.161.558 $
+1.906,9 %
13.196.702 $+1.829.246 $
+133,8 %
11.367.456 $+629.840 $
+85,4 %
1
AMAZON COM INCAMZN→ 0Neutral4.174.763 $+2.182.036 $
+109,5 %
11.992.727 $-221.775 $
-10,0 %
12.214.502 $+1.890.197 $
+582,8 %
1324.305 $-237.372 $
-42,3 %
1
VAUGHAN DAVID INVESTMENTS LLC/IL→ 03.798.564 $+473.750 $
+14,2 %
13.324.814 $+1.876.480 $
+129,6 %
11.448.334 $+1.448.334 $1
ELI LILLY & CoLLY→ 0Neutral2.906.293 $+2.295.566 $
+375,9 %
1610.727 $-758.067 $
-55,4 %
11.368.794 $+1.368.794 $1
SELECT SECTOR SPDR TRUST→ 02.612.520 $+2.612.520 $1
Meta Platforms, Inc.META→ 0Neutral2.191.838 $+1.032.688 $
+89,1 %
11.159.150 $+220.000 $
+23,4 %
1939.150 $+939.150 $1
JPMORGAN CHASE & COJPM→ 0Neutral2.178.587 $+1.263.161 $
+138,0 %
1915.426 $-292.795 $
-24,2 %
11.208.221 $+1.208.221 $1
Tesla, Inc.TSLA→ 0Neutral2.031.077 $+1.099.471 $
+118,0 %
1931.606 $-166.933 $
-15,2 %
11.098.539 $+1.098.539 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.007.565 $+1.112.419 $
+124,3 %
1895.146 $-327.072 $
-26,8 %
11.222.218 $+1.222.218 $1
iSHARES TRUST→ 0871.507 $+218.075 $
+33,4 %
1653.432 $-1.274.265 $
-66,1 %
11.927.697 $+1.927.697 $1
SPDR SERIES TRUST→ 0569.337 $-1.233.869 $
-68,4 %
11.803.206 $+1.525.387 $
+549,1 %
1277.819 $+277.819 $1
JOHNSON & JOHNSONJNJ→ 0Stark1.724.470 $+1.064.238 $
+161,2 %
1660.232 $-124.151 $
-15,8 %
1784.383 $+784.383 $1
AbbVie Inc.ABBV→ 0Neutral927.438 $+530.954 $
+133,9 %
1396.484 $-1.282.001 $
-76,4 %
11.678.485 $+1.678.485 $1
MICRON TECHNOLOGY INCMU→ 0Stark1.590.627 $+1.219.341 $
+328,4 %
1371.286 $+371.286 $1
Invesco Ltd.IVZ→ 0Sehr stark1.479.417 $+418.871 $
+39,5 %
11.060.546 $+607.075 $
+133,9 %
1453.471 $+453.471 $1
EXXON MOBIL CORPXOM→ 0Stark1.478.468 $+789.818 $
+114,7 %
1688.650 $-11.738 $
-1,7 %
1700.388 $+700.388 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.469.898 $+1.185.871 $
+417,5 %
1284.027 $+284.027 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral1.252.494 $+705.909 $
+129,1 %
1546.585 $+173.826 $
+46,6 %
1372.759 $+372.759 $1
Walmart Inc.WMT→ 0Stark1.247.842 $+605.066 $
+94,1 %
1642.776 $+18.897 $
+3,0 %
1623.879 $+623.879 $1
LAM RESEARCH CORPLRCX→ 0Stark1.199.460 $+799.702 $
+200,0 %
1399.758 $+189.376 $
+90,0 %
1210.382 $+210.382 $1
VISA INC.V→ 0Neutral1.190.249 $+636.545 $
+115,0 %
1553.704 $+118.643 $
+27,3 %
1435.061 $+435.061 $1
CATERPILLAR INCCAT→ 0Sehr stark1.188.464 $+832.817 $
+234,2 %
1355.647 $+25.386 $
+7,7 %
1330.261 $+330.261 $1
Palantir Technologies Inc.PLTR→ 0Neutral490.247 $+100.703 $
+25,9 %
1389.544 $-746.811 $
-65,7 %
11.136.355 $+1.136.355 $1
INTEL CORPINTC→ 0Neutral1.135.611 $+917.918 $
+421,7 %
1217.693 $+217.693 $1
Elevation Series Trust→ 01.116.016 $+598.587 $
+115,7 %
1517.429 $-42.463 $
-7,6 %
1559.892 $+559.892 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.107.795 $+715.989 $
+182,7 %
1391.806 $-111.470 $
-22,1 %
1503.276 $+503.276 $1
GENERAL ELECTRIC COGE→ 0Neutral1.096.904 $+757.515 $
+223,2 %
1339.389 $-80.484 $
-19,2 %
1419.873 $+419.873 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach520.371 $+198.477 $
+61,7 %
1321.894 $-766.460 $
-70,4 %
11.088.354 $+1.088.354 $1
CHEVRON CORPCVX→ 0Sehr stark1.060.861 $+434.988 $
+69,5 %
1625.873 $+152.174 $
+32,1 %
1473.699 $+473.699 $1
PROCTER & GAMBLE CoPG→ 0Neutral824.267 $+401.924 $
+95,2 %
1422.343 $-613.190 $
-59,2 %
11.035.533 $+1.035.533 $1
HOME DEPOT, INC.HD→ 0Neutral1.020.997 $+607.790 $
+147,1 %
1413.207 $-238.628 $
-36,6 %
1651.835 $+651.835 $1
ORACLE CORPORCL→ 0Neutral458.439 $+140.829 $
+44,3 %
1317.610 $-688.572 $
-68,4 %
11.006.182 $+1.006.182 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark967.296 $+526.874 $
+119,6 %
1440.422 $-559.879 $
-56,0 %
11.000.301 $+1.000.301 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark989.834 $+548.657 $
+124,4 %
1441.177 $-3.409 $
-0,8 %
1444.586 $+444.586 $1
SHERWIN WILLIAMS COSHW→ 0Neutral977.274 $+977.274 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral970.020 $+486.114 $
+100,5 %
1483.906 $+119.117 $
+32,7 %
1364.789 $+364.789 $1
AMPHENOL CORP /DE/APH→ 0Neutral958.133 $+695.325 $
+264,6 %
1262.808 $+262.808 $1
COCA COLA COKO→ 0Stark929.835 $+490.570 $
+111,7 %
1439.265 $+165.928 $
+60,7 %
1273.337 $+273.337 $1
VANGUARD TAX-MANAGED FDS→ 0218.236 $-157.753 $
-42,0 %
1888.665 $+547.905 $
+160,8 %
1
Mastercard IncMA→ 0Neutral834.628 $+432.901 $
+107,8 %
1401.727 $+97.160 $
+31,9 %
1304.567 $+304.567 $1
MORGAN STANLEYMS→ 0Neutral832.495 $+416.133 $
+99,9 %
1416.362 $+63.341 $
+17,9 %
1353.021 $+353.021 $1
ABBOTT LABORATORIESABT→ 0Neutral829.197 $+461.536 $
+125,5 %
1367.661 $-192.119 $
-34,3 %
1559.780 $+559.780 $1
MCDONALDS CORPMCD→ 0Stark788.132 $+251.398 $
+46,8 %
1536.734 $+256.947 $
+91,8 %
1279.787 $+279.787 $1
CITIGROUP INCC→ 0Neutral785.107 $+437.846 $
+126,1 %
1347.261 $+347.261 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral778.593 $+484.342 $
+164,6 %
1294.251 $-61.937 $
-17,4 %
1356.188 $+356.188 $1
MOODYS CORP /DE/MCO→ 0Neutral774.549 $+402.864 $
+108,4 %
1371.685 $+371.685 $1
KLA CORPKLAC→ 0Stark766.947 $+766.947 $1
RTX CorpRTX→ 0Neutral762.765 $+479.670 $
+169,4 %
1283.095 $-255.003 $
-47,4 %
1538.098 $+538.098 $1
Parker-Hannifin CorpPH→ 0Neutral755.166 $+533.146 $
+240,1 %
1222.020 $-5.101 $
-2,2 %
1227.121 $+227.121 $1
ISHARES TR→ 0737.616 $+527.346 $
+250,8 %
1
SIMON PROPERTY GROUP INC.SPG→ 0Neutral737.177 $+737.177 $1
UNION PACIFIC CORPUNP→ 0Stark736.109 $+458.794 $
+165,4 %
1277.315 $+277.315 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral723.118 $+468.018 $
+183,5 %
1255.100 $+255.100 $1
CSX CORPCSX→ 0Neutral715.517 $+715.517 $1
LINDE PLCLIN→ 0Stark707.380 $+367.784 $
+108,3 %
1339.596 $+339.596 $1
NETFLIX INCNFLX→ 0Stark696.864 $+371.685 $
+114,3 %
1325.179 $+14.083 $
+4,5 %
1311.096 $+311.096 $1
NORFOLK SOUTHERN CORPNSC→ 0Stark696.393 $+696.393 $1
Philip Morris International Inc.PM→ 0Neutral696.378 $+389.011 $
+126,6 %
1307.367 $+92.425 $
+43,0 %
1214.942 $+214.942 $1
NUCOR CORPNUE→ 0Neutral690.956 $+690.956 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark664.985 $+428.977 $
+181,8 %
1236.008 $+21.977 $
+10,3 %
1214.031 $+214.031 $1
PEPSICO INCPEP→ 0Stark657.387 $+210.152 $
+47,0 %
1447.235 $+50.861 $
+12,8 %
1396.374 $+396.374 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral653.621 $+317.269 $
+94,3 %
1336.352 $+52.438 $
+18,5 %
1283.914 $+283.914 $1
Merck & Co., Inc.MRK→ 0Sehr stark648.183 $+331.339 $
+104,6 %
1316.844 $+83.809 $
+36,0 %
1233.035 $+233.035 $1
BlackRock, Inc.BLK→ 0Neutral643.395 $+227.936 $
+54,9 %
1415.459 $+201.391 $
+94,1 %
1214.068 $+214.068 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark635.356 $+342.990 $
+117,3 %
1292.366 $+52.949 $
+22,1 %
1239.417 $+239.417 $1
UNITED PARCEL SERVICE INCUPS→ 0Neutral635.110 $+407.852 $
+179,5 %
1227.258 $+227.258 $1
JMG Financial Group, Ltd.→ 0630.993 $+630.993 $1
Walt Disney CoDIS→ 0Neutral582.409 $+282.667 $
+94,3 %
1299.742 $-311.327 $
-50,9 %
1611.069 $+611.069 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral610.163 $+293.126 $
+92,5 %
1317.037 $+317.037 $1
TJX COMPANIES INC /DE/TJX→ 0Stark607.079 $+348.980 $
+135,2 %
1258.099 $+258.099 $1
CONOCOPHILLIPSCOP→ 0Stark605.996 $+605.996 $1
LOWES COMPANIES INCLOW→ 0Neutral597.144 $+297.305 $
+99,2 %
1299.839 $-29.347 $
-8,9 %
1329.186 $+329.186 $1
ANALOG DEVICES INCADI→ 0Neutral582.267 $+582.267 $1
GILEAD SCIENCES, INC.GILD→ 0Stark572.560 $+363.784 $
+174,2 %
1208.776 $+208.776 $1
CVS HEALTH CorpCVS→ 0Neutral568.221 $+100.261 $
+21,4 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral553.173 $+334.664 $
+153,2 %
1218.509 $+218.509 $1
AMERICAN EXPRESS COAXP→ 0Neutral540.185 $+211.087 $
+64,1 %
1329.098 $+111.843 $
+51,5 %
1217.255 $+217.255 $1
VANGUARD WORLD FUND→ 0531.084 $+531.084 $1
Eaton Corp plcETN→ 0Neutral525.406 $+525.406 $1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark513.243 $+513.243 $1
S&P Global Inc.SPGI→ 0Neutral493.222 $+146.570 $
+42,3 %
1346.652 $+346.652 $1
CINTAS CORPCTAS→ 0Neutral485.748 $+485.748 $1
T-Mobile US, Inc.TMUS→ 0Neutral473.502 $+207.604 $
+78,1 %
1265.898 $+265.898 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark473.150 $+229.574 $
+94,3 %
1243.576 $+243.576 $1
AT&T INC.T→ 0Sehr stark464.844 $+203.223 $
+77,7 %
1261.621 $+60.886 $
+30,3 %
1200.735 $+200.735 $1
COZAD ASSET MANAGEMENT INC→ 0455.613 $+237.108 $
+108,5 %
1218.505 $+218.505 $1
Intercontinental Exchange, Inc.ICE→ 0Schwach444.550 $+444.550 $1
GE Vernova Inc.GEV→ 0Sehr stark435.873 $+435.873 $1
BlackRock Fund Advisors→ 0418.409 $+418.409 $1
VANGUARD SPECIALIZED FUNDS→ 0375.989 $-2.820.713 $
-88,2 %
1
MAI Capital Management→ 0349.176 $+349.176 $1
ISHARES GOLD TRUSTIAU→ 0346.920 $+346.920 $1
VANGUARD WHITEHALL FDS→ 0340.760 $+340.760 $1
BORGWARNER INCBWA→ 0Stark332.000 $+332.000 $1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0320.547 $+320.547 $1
AMERICAN ELECTRIC POWER CO INCAEP→ 0Stark268.073 $-52.121 $
-16,3 %
1320.194 $+320.194 $1
MCKESSON CORPMCK→ 0Neutral301.484 $+301.484 $1
Accenture plcACN→ 0Neutral300.409 $+300.409 $1
VANGUARD GROUP INC→ 0208.034 $-87.771 $
-29,7 %
1295.805 $+295.805 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral282.114 $-6.588 $
-2,3 %
1288.702 $+288.702 $1
Honeywell Aerospace Inc.HONA→ 0278.561 $+278.561 $1
WASTE MANAGEMENT INCWM→ 0Sehr stark277.957 $+277.957 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark265.904 $+265.904 $1
Duke Energy CORPDUK→ 0Neutral265.415 $+265.415 $1
CUMMINS INCCMI→ 0Stark264.168 $+264.168 $1
FORD MOTOR COF→ 0Neutral253.897 $+253.897 $1
Innovator ETFs Trust→ 0249.247 $+14.781 $
+6,3 %
1234.466 $-1.238 $
-0,5 %
1235.704 $+5.545 $
+2,4 %
1230.159 $+8.260 $
+3,7 %
1
Salesforce, Inc.CRM→ 0Neutral248.458 $+38.739 $
+18,5 %
1209.719 $+209.719 $1
STRYKER CORPSYK→ 0Neutral231.892 $+10.925 $
+4,9 %
1220.967 $+220.967 $1
Medtronic plcMDT→ 0Neutral231.789 $+231.789 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark220.554 $+220.554 $1
ASML HOLDING NVASML→ 0Sehr stark214.860 $+214.860 $1
BOEING COBA→ 0Neutral213.758 $+213.758 $1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral210.342 $+210.342 $1
VANGUARD STAR FDS→ 0210.270 $-678.395 $
-76,3 %
1
HUNTINGTON BANCSHARES INC /MD/HBAN→ 0Sehr stark207.277 $+207.277 $1
FNB CORP/PA/FNB→ 0Sehr stark179.698 $+179.698 $1
469.184.648 $+121.788.653 $
+142,6 %
93347.163.768 $-27.354.524 $
+2,1 %
84389.038.682 $+115.687.953 $
+322,4 %
87266.830.922 $+53.965.082 $
+38,6 %
10
Erweitert ×