Investments: Peck Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Peck 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
94.378.850 $+11.455.546 $
+39,0 %
9080.817.216 $-5.126.438 $
-1,0 %
8986.096.644 $-2.315.265 $
+3,8 %
9484.825.555 $+76.824.264 $
+142,6 %
98
Ancora Advisors LLC→ 07.068.635 $-2.505.413 $
-26,2 %
19.574.048 $-830.652 $
-8,0 %
110.404.700 $+1.800.250 $
+20,9 %
18.604.450 $+8.604.450 $1
Apple Inc.AAPL→ 0Neutral8.256.076 $+860.079 $
+11,6 %
17.395.997 $-630.450 $
-7,9 %
18.026.447 $+457.775 $
+6,0 %
17.568.672 $+7.568.672 $1
WisdomTree, Inc.WT→ 0Neutral5.765.639 $+3.214.602 $
+126,0 %
12.551.037 $+1.314.596 $
+106,3 %
11.236.441 $-694.856 $
-36,0 %
11.931.297 $+1.931.297 $1
J P MORGAN EXCHANGE TRADED F→ 05.546.368 $+3.415.369 $
+160,3 %
14.434.824 $+2.691.460 $
+154,4 %
14.392.697 $+623.668 $
+16,5 %
13.776.399 $+3.280.504 $
+661,5 %
1
SPDR SERIES TRUST→ 04.662.704 $+935.825 $
+25,1 %
13.726.879 $-634.470 $
-14,5 %
14.361.349 $-551.760 $
-11,2 %
14.913.109 $+4.913.109 $1
MAI Capital Management→ 04.366.691 $+620.448 $
+16,6 %
13.746.243 $+415.115 $
+12,5 %
13.331.128 $-272.713 $
-7,6 %
13.603.841 $+3.603.841 $1
ISHARES TR→ 04.138.603 $+2.162.252 $
+109,4 %
13.578.384 $-856.440 $
-19,3 %
13.769.029 $+1.646.834 $
+77,6 %
14.028.974 $+4.028.974 $1
MICROSOFT CORPMSFT→ 0Neutral2.815.555 $+14.108 $
+0,5 %
12.801.447 $-858.589 $
-23,5 %
13.660.036 $-296.066 $
-7,5 %
13.956.102 $+3.956.102 $1
NVIDIA CORPNVDA→ 0Neutral2.907.560 $-306.848 $
-9,5 %
13.214.408 $-316.268 $
-9,0 %
13.530.676 $-38.830 $
-1,1 %
13.569.506 $+3.569.506 $1
iSHARES TRUST→ 03.460.970 $+684.567 $
+24,7 %
12.776.403 $-294.174 $
-9,6 %
13.070.577 $-37.809 $
-1,2 %
13.108.386 $+3.108.386 $1
JAMES INVESTMENT RESEARCH, INC.→ 03.353.319 $+876.836 $
+35,4 %
12.476.483 $+198.508 $
+8,7 %
12.277.975 $+80.215 $
+3,6 %
12.197.760 $+2.197.760 $1
BBR PARTNERS, LLC→ 03.056.217 $+925.596 $
+43,4 %
12.130.621 $-73.859 $
-3,4 %
12.204.480 $-40.926 $
-1,8 %
12.245.406 $+2.245.406 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach2.577.290 $+283.069 $
+12,3 %
12.294.221 $-598.270 $
-20,7 %
12.892.491 $+137.199 $
+5,0 %
12.755.292 $+2.755.292 $1
AMAZON COM INCAMZN→ 0Stark2.792.630 $+352.330 $
+14,4 %
12.440.300 $-287.300 $
-10,5 %
12.727.600 $-15.268 $
-0,6 %
12.742.868 $+2.742.868 $1
EdgeRock Capital LLC→ 02.382.936 $+187.417 $
+8,5 %
12.195.519 $-397.900 $
-15,3 %
12.593.419 $+138.654 $
+5,6 %
12.454.765 $+2.454.765 $1
New York Life Investments ETF Trust→ 02.348.297 $+2.214.060 $
+1.649,4 %
1134.237 $-11.005 $
-7,6 %
1145.242 $+90.700 $
+166,3 %
154.542 $+54.542 $1
Tesla, Inc.TSLA→ 0Schwach2.178.708 $+253.043 $
+13,1 %
11.925.665 $-403.885 $
-17,3 %
12.329.550 $+25.900 $
+1,1 %
12.303.650 $+2.303.650 $1
VANGUARD SPECIALIZED FUNDS→ 02.130.999 $+1.680.681 $
+373,2 %
11.936.829 $+1.444.914 $
+293,7 %
12.122.195 $+663.614 $
+45,5 %
12.088.847 $+701.272 $
+50,5 %
1
INVESCO ACTIVELY MANAGED EXC→ 01.976.351 $-3.570.017 $
-64,4 %
1463.954 $-3.114.430 $
-87,0 %
1
VANGUARD TAX-MANAGED FDS→ 01.940.097 $+1.439.845 $
+287,8 %
11.743.364 $-193.465 $
-10,0 %
11.458.581 $-2.317.818 $
-61,4 %
11.387.575 $-2.641.399 $
-65,6 %
1
DF DENT & CO INC→ 01.078.524 $-668.694 $
-38,3 %
11.747.218 $+152.289 $
+9,5 %
11.594.929 $-190.438 $
-10,7 %
11.785.367 $+1.785.367 $1
Alphabet Inc.GOOGL→ 0Neutral1.706.985 $+294.952 $
+20,9 %
11.412.033 $-131.084 $
-8,5 %
11.543.117 $+345.290 $
+28,8 %
11.197.827 $+1.197.827 $1
Howmet Aerospace Inc.HWM→ 0Neutral1.621.798 $+197.917 $
+13,9 %
11.423.881 $-73.406 $
-4,9 %
11.497.287 $-151.560 $
-9,2 %
11.648.847 $+1.648.847 $1
JPMORGAN CHASE & COJPM→ 0Neutral1.097.210 $-35.894 $
-3,2 %
11.133.104 $-172.531 $
-13,2 %
11.305.635 $-130.202 $
-9,1 %
11.435.837 $+1.435.837 $1
VANGUARD WORLD FUND→ 0253.025 $-3.115 $
-1,2 %
1256.140 $-920.289 $
-78,2 %
11.176.429 $-55.231 $
-4,5 %
11.231.660 $+1.231.660 $1
Fortinet, Inc.FTNT→ 0Schwach1.102.224 $+515.883 $
+88,0 %
1586.341 $+16.574 $
+2,9 %
1569.767 $-77.649 $
-12,0 %
1647.416 $+647.416 $1
EXXON MOBIL CORPXOM→ 0Stark672.116 $-161.933 $
-19,4 %
1834.049 $+242.458 $
+41,0 %
1591.591 $+37.312 $
+6,7 %
1554.279 $+554.279 $1
Franklin Templeton ETF Trust→ 0828.219 $+47.210 $
+6,0 %
1781.009 $+284.728 $
+57,4 %
1496.281 $+496.281 $1
Broadcom Inc.AVGO→ 0Stark774.388 $+139.892 $
+22,0 %
1634.496 $-75.009 $
-10,6 %
1709.505 $+29.890 $
+4,4 %
1679.615 $+679.615 $1
VISA INC.V→ 0Stark687.209 $+81.822 $
+13,5 %
1605.387 $-140.924 $
-18,9 %
1746.311 $+19.854 $
+2,7 %
1726.457 $+726.457 $1
S&P Global Inc.SPGI→ 0Neutral461.018 $-20.467 $
-4,3 %
1481.485 $-162.346 $
-25,2 %
1643.831 $+44.204 $
+7,4 %
1599.627 $+599.627 $1
Palantir Technologies Inc.PLTR→ 0Neutral315.009 $-36.063 $
-10,3 %
1351.072 $-75.528 $
-17,7 %
1426.600 $-193.628 $
-31,2 %
1620.228 $+620.228 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral596.708 $+89.114 $
+17,6 %
1507.594 $-19.806 $
-3,8 %
1527.400 $+49.590 $
+10,4 %
1477.810 $+477.810 $1
ORACLE CORPORCL→ 0Stark129.550 $-495 $
-0,4 %
1130.045 $-256.656 $
-66,4 %
1386.701 $-205.590 $
-34,7 %
1592.291 $+592.291 $1
J.P. Morgan Exchange-Traded Fund Trust→ 0342.428 $-184.007 $
-35,0 %
1526.435 $-3.910 $
-0,7 %
1530.345 $+249.647 $
+88,9 %
1280.698 $+280.698 $1
T ROWE PRICE EXCHANGE-TRADED→ 0500.252 $-3.638.351 $
-87,9 %
1450.318 $-13.636 $
-2,9 %
1491.915 $-3.900.782 $
-88,8 %
1495.895 $-1.592.952 $
-76,3 %
1
HOME DEPOT, INC.HD→ 0Stark316.354 $+21.340 $
+7,2 %
1295.014 $-82.464 $
-21,8 %
1377.478 $-101.051 $
-21,1 %
1478.529 $+478.529 $1
Merck & Co., Inc.MRK→ 0Neutral470.182 $+30.041 $
+6,8 %
1440.141 $+54.995 $
+14,3 %
1385.146 $+78.046 $
+25,4 %
1307.100 $+307.100 $1
JOHNSON & JOHNSONJNJ→ 0Neutral468.321 $+17.574 $
+3,9 %
1450.747 $+69.131 $
+18,1 %
1381.616 $+39.702 $
+11,6 %
1341.914 $+341.914 $1
CATERPILLAR INCCAT→ 0Sehr stark465.361 $+155.764 $
+50,3 %
1309.597 $+59.253 $
+23,7 %
1250.344 $+41.829 $
+20,1 %
1208.515 $+208.515 $1
Bank of New York Mellon CorpBK→ 0427.178 $+76.745 $
+21,9 %
1350.433 $+7.503 $
+2,2 %
1342.930 $+21.062 $
+6,5 %
1321.868 $+321.868 $1
CORNING INC /NYGLW→ 0Stark423.305 $+34.808 $
+9,0 %
1388.497 $-1.778 $
-0,5 %
1390.275 $+24.649 $
+6,7 %
1365.626 $+365.626 $1
AMERICAN EXPRESS COAXP→ 0Stark304.425 $+32.193 $
+11,8 %
1272.232 $-105.857 $
-28,0 %
1378.089 $+38.621 $
+11,4 %
1339.468 $+339.468 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral350.273 $+14.833 $
+4,4 %
1335.440 $-16.415 $
-4,7 %
1351.855 $-63 $
-0,0 %
1351.918 $+351.918 $1
BlackRock Finance, Inc.→ 0342.085 $+227.831 $
+199,4 %
1114.254 $+249 $
+0,2 %
1114.005 $+88.040 $
+339,1 %
125.965 $+25.965 $1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0287.836 $+32.045 $
+12,5 %
1255.791 $+479 $
+0,2 %
1255.312 $-82.886 $
-24,5 %
1338.198 $+338.198 $1
PEPSICO INCPEP→ 0Sehr stark292.735 $-43.002 $
-12,8 %
1335.737 $+25.447 $
+8,2 %
1310.290 $+6.659 $
+2,2 %
1303.631 $+303.631 $1
Walmart Inc.WMT→ 0Stark302.857 $-29.468 $
-8,9 %
1332.325 $+12.133 $
+3,8 %
1320.192 $+23.998 $
+8,1 %
1296.194 $+296.194 $1
Palo Alto Networks IncPANW→ 0Neutral294.720 $-31.072 $
-9,5 %
1325.792 $+325.792 $1
GENERAL ELECTRIC COGE→ 0Stark280.298 $+67.470 $
+31,7 %
1212.828 $-18.194 $
-7,9 %
1231.022 $+5.407 $
+2,4 %
1225.615 $+225.615 $1
INTEL CORPINTC→ 0Neutral255.802 $+174.956 $
+216,4 %
180.846 $+13.245 $
+19,6 %
167.601 $+6.137 $
+10,0 %
161.464 $+61.464 $1
MOODYS CORP /DE/MCO→ 0Neutral181.168 $-36.957 $
-16,9 %
1218.125 $-37.300 $
-14,6 %
1255.425 $+17.185 $
+7,2 %
1238.240 $+238.240 $1
ABBOTT LABORATORIESABT→ 0Neutral95.277 $-12.527 $
-11,6 %
1107.804 $-123.982 $
-53,5 %
1231.786 $-16.003 $
-6,5 %
1247.789 $+247.789 $1
CISCO SYSTEMS, INC.CSCO→ 0Sehr stark234.920 $+79.740 $
+51,4 %
1155.180 $+1.120 $
+0,7 %
1154.060 $+17.220 $
+12,6 %
1136.840 $+136.840 $1
GE Vernova Inc.GEV→ 0Stark219.699 $+56.467 $
+34,6 %
1163.232 $+41.014 $
+33,6 %
1122.218 $+7.232 $
+6,3 %
1114.986 $+114.986 $1
COZAD ASSET MANAGEMENT INC→ 0190.056 $+5.599 $
+3,0 %
1184.457 $-555 $
-0,3 %
1185.012 $-7.120 $
-3,7 %
1192.132 $+192.132 $1
TJX COMPANIES INC /DE/TJX→ 0Stark181.800 $-9.840 $
-5,1 %
1191.640 $+7.308 $
+4,0 %
1184.332 $+10.884 $
+6,3 %
1173.448 $+173.448 $1
QUALCOMM INC/DEQCOM→ 0Stark138.777 $+42.063 $
+43,5 %
196.714 $-31.745 $
-24,7 %
1128.459 $-46.385 $
-26,5 %
1174.844 $+174.844 $1
COCA COLA COKO→ 0Neutral167.660 $+10.769 $
+6,9 %
1156.891 $+6.165 $
+4,1 %
1150.726 $+7.740 $
+5,4 %
1142.986 $+142.986 $1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral126.756 $+11.756 $
+10,2 %
1115.000 $-30.592 $
-21,0 %
1145.592 $-20.529 $
-12,4 %
1166.121 $+166.121 $1
COLGATE PALMOLIVE COCL→ 0Sehr stark165.849 $+11.668 $
+7,6 %
1154.181 $+11.234 $
+7,9 %
1142.947 $-1.664 $
-1,2 %
1144.611 $+144.611 $1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark136.632 $-11.538 $
-7,8 %
1148.170 $+148.170 $1
PFIZER INCPFE→ 0Neutral99.186 $-44.556 $
-31,0 %
1143.742 $+16.279 $
+12,8 %
1127.463 $-2.969 $
-2,3 %
1130.432 $+130.432 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0143.598 $+31.048 $
+27,6 %
1112.550 $-7.240 $
-6,0 %
1119.790 $+2.718 $
+2,3 %
1117.072 $+117.072 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral50.136 $+983 $
+2,0 %
149.153 $-8.792 $
-15,2 %
157.945 $-75.435 $
-56,6 %
1133.380 $+133.380 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark120.676 $-7.863 $
-6,1 %
1128.539 $+17.297 $
+15,5 %
1111.242 $-8.164 $
-6,8 %
1119.406 $+119.406 $1
Mastercard IncMA→ 0Neutral64.200 $+1.742 $
+2,8 %
162.458 $-65.990 $
-51,4 %
1128.448 $+466 $
+0,4 %
1127.982 $+127.982 $1
AMERIPRISE FINANCIAL INCAMP→ 0Stark91.752 $+2.872 $
+3,2 %
188.880 $-29.292 $
-24,8 %
1118.172 $-219 $
-0,2 %
1118.391 $+118.391 $1
BlackRock, Inc.BLK→ 0Neutral96.156 $-15 $
-0,0 %
196.171 $-10.863 $
-10,1 %
1107.034 $-9.553 $
-8,2 %
1116.587 $+116.587 $1
Walt Disney CoDIS→ 0Neutral96.250 $-130 $
-0,1 %
196.380 $-17.390 $
-15,3 %
1113.770 $-730 $
-0,6 %
1114.500 $+114.500 $1
PROCTER & GAMBLE CoPG→ 0Neutral97.662 $+1.465 $
+1,5 %
196.197 $+753 $
+0,8 %
195.444 $-6.887 $
-6,7 %
1102.331 $+102.331 $1
REPUBLIC SERVICES, INC.RSG→ 0Stark29.130 $-62.636 $
-68,3 %
191.766 $-7.599 $
-7,6 %
199.365 $+99.365 $1
CHEVRON CORPCVX→ 0Sehr stark79.233 $-19.665 $
-19,9 %
198.898 $+26.046 $
+35,8 %
172.852 $-1.377 $
-1,9 %
174.229 $+74.229 $1
SCHWAB STRATEGIC TRUST→ 096.560 $+96.560 $1
Ares Management CorpARES→ 0Neutral48.489 $-47.445 $
-49,5 %
195.934 $+95.934 $1
ServiceNow, Inc.NOW→ 0Schwach49.640 $-2.635 $
-5,0 %
152.275 $-24.320 $
-31,8 %
176.595 $-15.433 $
-16,8 %
192.028 $+92.028 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral79.772 $+11.522 $
+16,9 %
168.250 $-17.000 $
-19,9 %
185.250 $+5.286 $
+6,6 %
179.964 $+79.964 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 077.741 $+77.741 $1
SLB LIMITED/NVSLB→ 0Stark55.788 $-5.880 $
-9,5 %
161.668 $+15.612 $
+33,9 %
146.056 $+4.812 $
+11,7 %
141.244 $+41.244 $1
MCDONALDS CORPMCD→ 0Neutral60.778 $+60.778 $1
Accenture plcACN→ 0Neutral31.391 $-26.313 $
-45,6 %
157.704 $+57.704 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark52.662 $-3.066 $
-5,5 %
155.728 $+7.560 $
+15,7 %
148.168 $+2.874 $
+6,3 %
145.294 $+45.294 $1
EASTMAN CHEMICAL COEMN→ 0Stark48.360 $-6.743 $
-12,2 %
155.103 $-557 $
-1,0 %
155.660 $+680 $
+1,2 %
154.980 $+54.980 $1
AT&T INC.T→ 0Stark39.206 $-15.701 $
-28,6 %
154.907 $+7.860 $
+16,7 %
147.047 $-6.440 $
-12,0 %
153.487 $+53.487 $1
STATE STREET CORPSTT→ 0Stark36.634 $+9.297 $
+34,0 %
127.337 $-529 $
-1,9 %
127.866 $-22.250 $
-44,4 %
150.116 $+50.116 $1
EVERSOURCE ENERGYES→ 0Schwach28.908 $+1.196 $
+4,3 %
127.712 $-19.217 $
-40,9 %
146.929 $-2.656 $
-5,4 %
149.585 $+49.585 $1
SONATA CAPITAL GROUP INC→ 048.460 $-20 $
-0,0 %
148.480 $+20 $
+0,0 %
148.460 $-140 $
-0,3 %
148.600 $+48.600 $1
RTX CorpRTX→ 0Neutral46.484 $-776 $
-1,6 %
147.260 $+2.327 $
+5,2 %
144.933 $+3.937 $
+9,6 %
140.996 $+40.996 $1
ELI LILLY & CoLLY→ 0Neutral46.778 $+10.907 $
+30,4 %
135.871 $-6.042 $
-14,4 %
141.913 $+12.156 $
+40,9 %
129.757 $+29.757 $1
Cadence BankCADE→ 042.840 $+5.300 $
+14,1 %
137.540 $+37.540 $1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark20.846 $-2.150 $
-9,3 %
122.996 $-18.122 $
-44,1 %
141.118 $+3.933 $
+10,6 %
137.185 $+37.185 $1
Duke Energy CORPDUK→ 0Neutral37.974 $-1.308 $
-3,3 %
139.282 $+4.119 $
+11,7 %
135.163 $-1.962 $
-5,3 %
137.125 $+37.125 $1
ADOBE INC.ADBE→ 0Schwach20.502 $-3.806 $
-15,7 %
124.308 $-10.691 $
-30,5 %
134.999 $-276 $
-0,8 %
135.275 $+35.275 $1
AUTOZONE INCAZO→ 0Neutral25.741 $+25.741 $1
3M COMMM→ 0Stark24.286 $+2.502 $
+11,5 %
121.784 $-2.231 $
-9,3 %
124.015 $+738 $
+3,2 %
123.277 $+23.277 $1
Kyndryl Holdings, Inc.KD→ 0Neutral24.024 $+24.024 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark19.942 $-3.702 $
-15,7 %
123.644 $+4.460 $
+23,2 %
119.184 $-1.516 $
-7,3 %
120.700 $+20.700 $1
LOWES COMPANIES INCLOW→ 0Neutral23.623 $+23.623 $1
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKP→ 020.691 $+20.691 $1
GE HealthCare Technologies Inc.GEHC→ 0Stark16.002 $-1.793 $
-10,1 %
117.795 $-2.710 $
-13,2 %
120.505 $+1.730 $
+9,2 %
118.775 $+18.775 $1
PUBLIC SERVICE ENTERPRISE GROUP INCPEG→ 0Stark12.174 $+32 $
+0,3 %
112.142 $+97 $
+0,8 %
112.045 $-4.647 $
-27,8 %
116.692 $+16.692 $1
DOW INC.DOW→ 0Sehr stark13.771 $+265 $
+2,0 %
113.506 $+13.506 $1
94.378.850 $+11.455.546 $
+39,0 %
9080.817.216 $-5.126.438 $
-1,0 %
8986.096.644 $-2.315.265 $
+3,8 %
9484.825.555 $+76.824.264 $
+142,6 %
98
Erweitert ×