Investments: ProVise Management Group, LLC

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. ($)
1.293.631.516 $+45.644.439 $1.248.815.607 $+1.248.815.607 $
BANK OF AMERICA CORP /DE/BAC651.703.836 $+22.030.346 $629.673.490 $+629.673.490 $
ALPHA PRO TECH LTDAPT75.401.766 $+15.278.686 $60.123.080 $+60.123.080 $
MICROSOFT CORPMSFT45.262.167 $-2.551.473 $47.813.640 $+47.813.640 $
BERKSHIRE HATHAWAY INCBRK-B36.440.256 $+659.567 $35.780.689 $+35.780.689 $
BlackRock, Inc.BLK35.483.122 $+1.094.024 $34.389.098 $+34.389.098 $
JPMORGAN CHASE & COJPM34.146.301 $+401.099 $33.745.202 $+33.745.202 $
AMAZON COM INCAMZN32.202.852 $+1.872.550 $30.330.302 $+30.330.302 $
ORACLE CORPORCL19.346.757 $-10.344.663 $29.691.420 $+29.691.420 $
EXXON MOBIL CORPXOM21.118.381 $+2.127.681 $18.990.700 $+18.990.700 $
CITIGROUP INCC20.732.079 $+1.616.027 $19.116.052 $+19.116.052 $
APPFOLIO INCAPPF20.030.428 $+706.898 $19.323.530 $+19.323.530 $
NOVARTIS AGNVS19.919.320 $+1.917.758 $18.001.562 $+18.001.562 $
ANALOG DEVICES INCADI19.643.933 $+2.240.515 $17.403.418 $+17.403.418 $
SCHWAB CHARLES CORPSCHW19.068.565 $+1.310.466 $17.758.099 $+17.758.099 $
Medtronic plcMDT18.502.021 $+1.002.147 $17.499.874 $+17.499.874 $
Booking Holdings Inc.BKNG17.174.543 $+301.824 $16.872.719 $+16.872.719 $
COMCAST CORPCMCSA14.818.725 $-1.260.095 $16.078.820 $+16.078.820 $
GENERAL DYNAMICS CORPGD13.233.329 $+291.199 $12.942.130 $+12.942.130 $
UNILEVER PLCUL12.842.467 $+688.397 $12.154.070 $+12.154.070 $
MCKESSON CORPMCK12.296.967 $+1.050.330 $11.246.637 $+11.246.637 $
BECTON DICKINSON & COBDX12.114.553 $+21.800 $12.092.753 $+12.092.753 $
CONOCOPHILLIPSCOP12.001.369 $+251.358 $11.750.011 $+11.750.011 $
RTX CorpRTX11.641.429 $+1.030.660 $10.610.769 $+10.610.769 $
Bank of New York Mellon CorpBK11.237.628 $+721.136 $10.516.492 $+10.516.492 $
SanofiSNY10.875.490 $+938.427 $9.937.063 $+9.937.063 $
ENBRIDGE INCENB8.239.961 $-423.415 $8.663.376 $+8.663.376 $
Duke Energy CORPDUK6.172.982 $-361.142 $6.534.124 $+6.534.124 $
COCA COLA COKO6.274.562 $+463.336 $5.811.226 $+5.811.226 $
PEPSICO INCPEP5.931.784 $+883.427 $5.048.357 $+5.048.357 $
GSK plcGSK5.877.444 $+724.658 $5.152.786 $+5.152.786 $
AMGEN INCAMGN5.337.771 $+746.941 $4.590.830 $+4.590.830 $
CARMAX INCKMX3.397.538 $-958.980 $4.356.518 $+4.356.518 $
VERIZON COMMUNICATIONS INCVZ3.802.635 $-338.012 $4.140.647 $+4.140.647 $
STARBUCKS CORPSBUX4.068.903 $+81.238 $3.987.665 $+3.987.665 $
VALLEY NATIONAL BANCORPVLY3.819.570 $+353.179 $3.466.391 $+3.466.391 $
PFIZER INCPFE3.379.428 $+57.626 $3.321.802 $+3.321.802 $
Mastercard IncMA2.894.599 $-293.248 $3.187.847 $+3.187.847 $
AMERICAN EXPRESS COAXP3.117.422 $+257.733 $2.859.689 $+2.859.689 $
GENUINE PARTS COGPC2.683.602 $-366.568 $3.050.170 $+3.050.170 $
EVERSOURCE ENERGYES2.481.918 $-117.111 $2.599.029 $+2.599.029 $
AbbVie Inc.ABBV2.488.028 $+83.254 $2.404.774 $+2.404.774 $
NVIDIA CORPNVDA2.432.055 $+3.071 $2.428.984 $+2.428.984 $
UNITED PARCEL SERVICE INCUPS1.912.572 $+88.198 $1.824.374 $+1.824.374 $
JOHNSON & JOHNSONJNJ1.911.378 $+87.128 $1.824.250 $+1.824.250 $
Walmart Inc.WMT1.804.124 $+80.801 $1.723.323 $+1.723.323 $
SYSCO CORPSYY1.636.581 $+112.715 $1.523.866 $+1.523.866 $
ELI LILLY & CoLLY1.522.924 $+762.176 $760.748 $+760.748 $
Aon plcAON1.068.168 $-97.492 $1.165.660 $+1.165.660 $
Eaton Vance Municipal Income TrustEVN1.090.203 $+5.919 $1.084.284 $+1.084.284 $
COLGATE PALMOLIVE COCL1.072.143 $-13.842 $1.085.985 $+1.085.985 $
CVS HEALTH CorpCVS1.004.235 $+47.441 $956.794 $+956.794 $
SPS COMMERCE INCSPSC970.960 $+41.406 $929.554 $+929.554 $
AT&T INC.T792.721 $-114.841 $907.562 $+907.562 $
WELLTOWER INC.WELL905.220 $+35.719 $869.501 $+869.501 $
MCDONALDS CORPMCD888.896 $-3.857 $892.753 $+892.753 $
SOUTHERN COSO619.527 $-125.200 $744.727 $+744.727 $
CHEVRON CORPCVX693.008 $-19.152 $712.160 $+712.160 $
LOCKHEED MARTIN CORPLMT640.379 $-19.577 $659.956 $+659.956 $
FISERV INCFISV628.405 $+628.405 $
EMERSON ELECTRIC COEMR607.194 $+224.148 $383.046 $+383.046 $
GENERAL ELECTRIC COGE602.708 $+10.499 $592.209 $+592.209 $
PALATIN TECHNOLOGIES INCPTNT558.846 $-11.034 $569.880 $+569.880 $
PROCTER & GAMBLE CoPG455.869 $-25.516 $481.385 $+481.385 $
INTUITIVE SURGICAL INCISRG453.654 $+95.423 $358.231 $+358.231 $
MORGAN STANLEYMS359.323 $+33.507 $325.816 $+325.816 $
NETFLIX INCNFLX260.653 $-72.647 $333.300 $+333.300 $
BOEING COBA311.567 $+15.880 $295.687 $+295.687 $
NEXTERA ENERGY INCNEE308.691 $+308.691 $
Walt Disney CoDIS303.312 $+573 $302.739 $+302.739 $
Palo Alto Networks IncPANW250.696 $-26.431 $277.127 $+277.127 $
CATERPILLAR INCCAT269.249 $+44.988 $224.261 $+224.261 $
BP PLCBP247.625 $+1.925 $245.700 $+245.700 $
REALTY INCOME CORPO202.256 $-41.330 $243.586 $+243.586 $
VAIL RESORTS INCMTN200.125 $+200.125 $
FORD MOTOR COF136.765 $+6.406 $130.359 $+130.359 $
Lloyds Banking Group plcLYG131.583 $+19.164 $112.419 $+112.419 $
1.293.631.516 $+45.644.439 $1.248.815.607 $+1.248.815.607 $
Erweiterte Einstellungen ×