Investments: Avantax Planning Partners, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.114.709.760 $+87.662.947 $3.027.776.882 $+3.027.776.882 $
BANK OF AMERICA CORP /DE/BAC2.655.087.444 $+72.273.769 $2.582.813.675 $+2.582.813.675 $
BlackRock, Inc.BLK93.708.868 $+4.218.997 $89.489.871 $+89.489.871 $
APPFOLIO INCAPPF39.979.810 $+2.256.735 $37.723.075 $+37.723.075 $
MICROSOFT CORPMSFT20.095.852 $-3.734.305 $23.830.157 $+23.830.157 $
NVIDIA CORPNVDA17.573.278 $+42.660 $17.530.618 $+17.530.618 $
JPMORGAN CHASE & COJPM16.890.871 $+588.329 $16.302.542 $+16.302.542 $
FASTENAL COFAST11.345.126 $-2.337.876 $13.683.002 $+13.683.002 $
AbbVie Inc.ABBV13.158.582 $-235.112 $13.393.694 $+13.393.694 $
COCA COLA COKO12.602.873 $+772.172 $11.830.701 $+11.830.701 $
AMAZON COM INCAMZN11.770.879 $+726.728 $11.044.151 $+11.044.151 $
DEERE & CODE11.137.465 $+280.127 $10.857.338 $+10.857.338 $
ALPHA PRO TECH LTDAPT11.036.458 $+2.448.171 $8.588.287 $+8.588.287 $
EXXON MOBIL CORPXOM10.732.444 $+886.355 $9.846.089 $+9.846.089 $
AMGEN INCAMGN10.151.376 $+1.549.214 $8.602.162 $+8.602.162 $
JOHNSON & JOHNSONJNJ10.027.808 $+961.234 $9.066.574 $+9.066.574 $
CHEVRON CORPCVX9.885.212 $-134.974 $10.020.186 $+10.020.186 $
LOCKHEED MARTIN CORPLMT9.319.392 $-327.341 $9.646.733 $+9.646.733 $
VERIZON COMMUNICATIONS INCVZ9.009.124 $-388.596 $9.397.720 $+9.397.720 $
PEPSICO INCPEP8.981.871 $+1.079.184 $7.902.687 $+7.902.687 $
BERKSHIRE HATHAWAY INCBRK-B8.834.216 $+972.781 $7.861.435 $+7.861.435 $
PROCTER & GAMBLE CoPG7.377.723 $-708.777 $8.086.500 $+8.086.500 $
ELI LILLY & CoLLY6.505.799 $+1.899.735 $4.606.064 $+4.606.064 $
PFIZER INCPFE6.321.772 $+166.424 $6.155.348 $+6.155.348 $
UNITED PARCEL SERVICE INCUPS5.942.250 $+1.943.750 $3.998.500 $+3.998.500 $
MCDONALDS CORPMCD5.513.135 $+448 $5.512.687 $+5.512.687 $
ORACLE CORPORCL3.707.402 $-1.343.300 $5.050.702 $+5.050.702 $
CATERPILLAR INCCAT3.923.800 $+900.637 $3.023.163 $+3.023.163 $
SOUTHERN COSO3.386.502 $-358.470 $3.744.972 $+3.744.972 $
Walmart Inc.WMT3.451.288 $+483.575 $2.967.713 $+2.967.713 $
CONOCOPHILLIPSCOP2.901.060 $-51.557 $2.952.617 $+2.952.617 $
SPS COMMERCE INCSPSC2.920.408 $+576.083 $2.344.325 $+2.344.325 $
ADVANCED MICRO DEVICES INCAMD2.582.224 $+618.182 $1.964.042 $+1.964.042 $
Archer-Daniels-Midland CoADM1.890.479 $-185.740 $2.076.219 $+2.076.219 $
Phillips 66PSX1.856.649 $-153.651 $2.010.300 $+2.010.300 $
LAM RESEARCH CORPLRCX2.009.335 $+427.625 $1.581.710 $+1.581.710 $
UNITEDHEALTH GROUP INCUNH1.973.697 $-29.305 $2.003.002 $+2.003.002 $
LINDE PLCLIN1.827.661 $-130.212 $1.957.873 $+1.957.873 $
ALLIANT ENERGY CORPLNT1.829.901 $+106.767 $1.723.134 $+1.723.134 $
NETFLIX INCNFLX1.514.974 $-282.207 $1.797.181 $+1.797.181 $
Parker-Hannifin CorpPH1.766.409 $+236.827 $1.529.582 $+1.529.582 $
GENUINE PARTS COGPC1.424.738 $-253.708 $1.678.446 $+1.678.446 $
MORGAN STANLEYMS1.152.831 $-483.607 $1.636.438 $+1.636.438 $
PALATIN TECHNOLOGIES INCPTNT1.605.438 $-12.992 $1.618.430 $+1.618.430 $
WESBANCO INCWSBC1.607.387 $+59.635 $1.547.752 $+1.547.752 $
Booking Holdings Inc.BKNG1.602.457 $+100.264 $1.502.193 $+1.502.193 $
MCKESSON CORPMCK1.571.524 $+92.013 $1.479.511 $+1.479.511 $
NEXTERA ENERGY INCNEE1.479.903 $+83.408 $1.396.495 $+1.396.495 $
AT&T INC.T1.330.793 $-137.087 $1.467.880 $+1.467.880 $
WORKIVA INCWK1.435.200 $+2.829 $1.432.371 $+1.432.371 $
Mastercard IncMA1.426.148 $+235.401 $1.190.747 $+1.190.747 $
RTX CorpRTX1.361.280 $+244.251 $1.117.029 $+1.117.029 $
3M COMMM1.303.318 $-18.590 $1.321.908 $+1.321.908 $
EMERSON ELECTRIC COEMR1.295.845 $-12.473 $1.308.318 $+1.308.318 $
Accenture plcACN1.260.422 $+138.402 $1.122.020 $+1.122.020 $
TARGET CORPTGT1.162.345 $-32.549 $1.194.894 $+1.194.894 $
Trane Technologies plcTT1.038.386 $-81.918 $1.120.304 $+1.120.304 $
INTUITIVE SURGICAL INCISRG1.104.402 $+268.976 $835.426 $+835.426 $
FORD MOTOR COF1.070.414 $+92.114 $978.300 $+978.300 $
Duke Energy CORPDUK904.144 $-89.287 $993.431 $+993.431 $
Palo Alto Networks IncPANW959.866 $-25.858 $985.724 $+985.724 $
GENERAL DYNAMICS CORPGD933.589 $-22.947 $956.536 $+956.536 $
AMERICAN EXPRESS COAXP941.619 $+98.535 $843.084 $+843.084 $
HUBBELL INCHUBB761.649 $-169.112 $930.761 $+930.761 $
BOEING COBA906.159 $-15.335 $921.494 $+921.494 $
Walt Disney CoDIS803.223 $-89.654 $892.877 $+892.877 $
Strategy IncMSTR552.737 $-220.378 $773.115 $+773.115 $
STRYKER CORPSYK735.184 $-32.518 $767.702 $+767.702 $
Eaton Corp plcETN648.241 $-114.940 $763.181 $+763.181 $
SEMPRASRE653.949 $-12.518 $666.467 $+666.467 $
GENERAL ELECTRIC COGE655.569 $+13.263 $642.306 $+642.306 $
MICRON TECHNOLOGY INCMU616.580 $+291.758 $324.822 $+324.822 $
Caesars Entertainment, Inc.CZR573.733 $-40.843 $614.576 $+614.576 $
ENBRIDGE INCENB553.258 $-21.844 $575.102 $+575.102 $
AppLovin CorpAPP529.623 $-35.149 $564.772 $+564.772 $
Medtronic plcMDT561.767 $+4.033 $557.734 $+557.734 $
Constellation Energy CorpCEG561.759 $+86.253 $475.506 $+475.506 $
CONSOLIDATED EDISON INCED536.427 $-24.977 $561.404 $+561.404 $
ALLSTATE CORPALL528.493 $-29.382 $557.875 $+557.875 $
AFLAC INCAFL532.384 $-6.904 $539.288 $+539.288 $
PAYCHEX INCPAYX455.153 $-59.156 $514.309 $+514.309 $
BOSTON SCIENTIFIC CORPBSX480.659 $-15.790 $496.449 $+496.449 $
INTEL CORPINTC489.182 $+74.672 $414.510 $+414.510 $
SCHWAB CHARLES CORPSCHW484.588 $+57.784 $426.804 $+426.804 $
AGNICO EAGLE MINES LTDAEM472.480 $+2.703 $469.777 $+469.777 $
GSK plcGSK467.706 $+59.669 $408.037 $+408.037 $
NICOLET BANKSHARES INCNIC423.025 $-40.251 $463.276 $+463.276 $
GARMIN LTDGRMN355.799 $-105.856 $461.655 $+461.655 $
KLA CORPKLAC456.870 $+22.194 $434.676 $+434.676 $
CELESTICA INCCLS451.692 $+85.079 $366.613 $+366.613 $
TC ENERGY CORPTRP446.956 $+4.875 $442.081 $+442.081 $
CSX CORPCSX446.636 $+14.479 $432.157 $+432.157 $
ISHARES GOLD TRUSTIAU416.483 $+43.100 $373.383 $+373.383 $
CUMMINS INCCMI401.214 $+57.405 $343.809 $+343.809 $
NATIONAL FUEL GAS CONFG344.018 $-52.896 $396.914 $+396.914 $
CURTISS WRIGHT CORPCW395.812 $+5.981 $389.831 $+389.831 $
Hewlett Packard Enterprise CoHPE384.848 $-8.603 $393.451 $+393.451 $
CITIGROUP INCC389.489 $+53.249 $336.240 $+336.240 $
TotalEnergies SETTE387.980 $+39.653 $348.327 $+348.327 $
CARDINAL HEALTH INCCAH373.925 $+88.012 $285.913 $+285.913 $
HERSHEY COHSY339.814 $-4.229 $344.043 $+344.043 $
BARRICK MINING CORPB339.211 $+29.993 $309.218 $+309.218 $
NUCOR CORPNUE331.141 $+56.330 $274.811 $+274.811 $
GOLDMAN SACHS GROUP INCGS329.443 $+43.718 $285.725 $+285.725 $
Avantax Planning Partners, Inc.325.244 $+325.244 $
STARBUCKS CORPSBUX295.531 $-28.970 $324.501 $+324.501 $
ONE LIBERTY PROPERTIES INCOLP284.385 $-25.649 $310.034 $+310.034 $
COLGATE PALMOLIVE COCL307.355 $+307.355 $
PEMBINA PIPELINE CORPPBA210.967 $-77.634 $288.601 $+288.601 $
MICROCHIP TECHNOLOGY INCMCHP270.109 $-2.120 $272.229 $+272.229 $
COMCAST CORPCMCSA258.070 $-12.393 $270.463 $+270.463 $
MGIC INVESTMENT CORPMTG267.012 $+63.627 $203.385 $+203.385 $
UNILEVER PLCUL266.047 $+7.586 $258.461 $+258.461 $
TIMKEN COTKR256.681 $+27.307 $229.374 $+229.374 $
EXELON CORPEXC252.877 $+11.365 $241.512 $+241.512 $
WESTERN DIGITAL CORPWDC249.964 $+249.964 $
NORTHERN TRUST CORPNTRS248.730 $+4.162 $244.568 $+244.568 $
ROYAL BANK OF CANADARY244.824 $+37.397 $207.427 $+207.427 $
XCEL ENERGY INCXEL208.199 $-34.638 $242.837 $+242.837 $
ATMOS ENERGY CORPATO238.035 $-4.430 $242.465 $+242.465 $
OMEROS CORPOMER226.710 $+185.300 $41.410 $+41.410 $
BP PLCBP222.310 $+10.527 $211.783 $+211.783 $
Public StoragePSA219.526 $+219.526 $
CVS HEALTH CorpCVS213.074 $+12.838 $200.236 $+200.236 $
Edwards Lifesciences CorpEW208.607 $+208.607 $
BECTON DICKINSON & COBDX206.102 $+206.102 $
MCCORMICK & CO INCMKC204.602 $+3.604 $200.998 $+200.998 $
HNI CORPHNI203.188 $+203.188 $
Shell plcSHEL202.966 $+202.966 $
AES CORPAES192.027 $+15.801 $176.226 $+176.226 $
TELEFONICA S ATEFOF42.780 $-10.880 $53.660 $+53.660 $
PLUG POWER INCPLUG35.582 $-6.502 $42.084 $+42.084 $
3.114.709.760 $+87.662.947 $3.027.776.882 $+3.027.776.882 $
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