Investments: Forvis Mazars Wealth Advisors, 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. ($)
2.388.548.112 $+108.939.475 $2.280.297.537 $+2.280.297.537 $
BANK OF AMERICA CORP /DE/BAC1.724.365.242 $+79.509.343 $1.644.855.899 $+1.644.855.899 $
BlackRock, Inc.BLK122.230.921 $-1.689.414 $123.920.335 $+123.920.335 $
APPFOLIO INCAPPF54.146.282 $+8.955.128 $45.191.154 $+45.191.154 $
NVIDIA CORPNVDA51.753.945 $+341.557 $51.412.388 $+51.412.388 $
ELI LILLY & CoLLY46.342.112 $+13.191.574 $33.150.538 $+33.150.538 $
MICROSOFT CORPMSFT34.899.518 $-714.641 $35.614.159 $+35.614.159 $
ALPHA PRO TECH LTDAPT35.027.591 $+7.718.103 $27.309.488 $+27.309.488 $
MORGAN STANLEYMS33.092.616 $-1.688.536 $34.781.152 $+34.781.152 $
JPMORGAN CHASE & COJPM21.417.801 $+672.769 $20.745.032 $+20.745.032 $
ORACLE CORPORCL11.032.152 $-4.933.887 $15.966.039 $+15.966.039 $
AMAZON COM INCAMZN14.776.866 $+2.952.698 $11.824.168 $+11.824.168 $
BERKSHIRE HATHAWAY INCBRK-B12.520.651 $+72.125 $12.448.526 $+12.448.526 $
JOHNSON & JOHNSONJNJ11.708.583 $+1.251.471 $10.457.112 $+10.457.112 $
CATERPILLAR INCCAT11.634.939 $+1.897.918 $9.737.021 $+9.737.021 $
Walmart Inc.WMT10.234.350 $+709.963 $9.524.387 $+9.524.387 $
KLA CORPKLAC9.113.163 $+386.159 $8.727.004 $+8.727.004 $
MCKESSON CORPMCK6.667.363 $+147.125 $6.520.238 $+6.520.238 $
PROCTER & GAMBLE CoPG4.755.934 $-1.861.301 $6.617.235 $+6.617.235 $
CHEVRON CORPCVX6.255.915 $-68.803 $6.324.718 $+6.324.718 $
Walt Disney CoDIS6.115.491 $+41.730 $6.073.761 $+6.073.761 $
AbbVie Inc.ABBV5.980.368 $-100.733 $6.081.101 $+6.081.101 $
Mastercard IncMA5.733.501 $-124.719 $5.858.220 $+5.858.220 $
AMERICAN EXPRESS COAXP5.637.105 $+618.341 $5.018.764 $+5.018.764 $
RTX CorpRTX5.593.537 $+564.710 $5.028.827 $+5.028.827 $
HP INCHPQ4.277.852 $-1.172.926 $5.450.778 $+5.450.778 $
STRYKER CORPSYK5.196.671 $-238.315 $5.434.986 $+5.434.986 $
EXXON MOBIL CORPXOM5.269.889 $+479.492 $4.790.397 $+4.790.397 $
Accenture plcACN5.021.503 $+612.541 $4.408.962 $+4.408.962 $
CUMMINS INCCMI4.893.223 $+739.422 $4.153.801 $+4.153.801 $
INCYTE CORPINCY4.734.936 $+985.740 $3.749.196 $+3.749.196 $
PEPSICO INCPEP4.491.646 $-11.325 $4.502.971 $+4.502.971 $
CONOCOPHILLIPSCOP4.302.369 $-153.940 $4.456.309 $+4.456.309 $
GENERAL ELECTRIC COGE3.938.794 $+165.004 $3.773.790 $+3.773.790 $
VERIZON COMMUNICATIONS INCVZ3.346.219 $-446.352 $3.792.571 $+3.792.571 $
Aptiv PLCAPTV3.176.758 $-549.843 $3.726.601 $+3.726.601 $
COCA COLA COKO3.045.454 $-378.968 $3.424.422 $+3.424.422 $
DARDEN RESTAURANTS INCDRI3.108.184 $-250.984 $3.359.168 $+3.359.168 $
CSX CORPCSX2.960.587 $-84.017 $3.044.604 $+3.044.604 $
NETFLIX INCNFLX2.601.840 $-431.428 $3.033.268 $+3.033.268 $
LKQ CORPLKQ2.442.650 $-429.058 $2.871.708 $+2.871.708 $
Allegion plcALLE2.428.105 $-409.850 $2.837.955 $+2.837.955 $
FISERV INCFISV707.636 $-2.031.611 $2.739.247 $+2.739.247 $
TARGET CORPTGT2.719.916 $+517.973 $2.201.943 $+2.201.943 $
GOLDMAN SACHS GROUP INCGS2.713.473 $+310.885 $2.402.588 $+2.402.588 $
RAYMOND JAMES FINANCIAL INCRJF2.504.812 $+2.504.812 $
MCDONALDS CORPMCD2.464.444 $+41.380 $2.423.064 $+2.423.064 $
3M COMMM2.451.433 $+11.861 $2.439.572 $+2.439.572 $
DTE ENERGY CODTE2.421.758 $+256.839 $2.164.919 $+2.164.919 $
Duke Energy CORPDUK2.182.915 $-197.487 $2.380.402 $+2.380.402 $
PACCAR INCPCAR2.336.267 $+238.627 $2.097.640 $+2.097.640 $
MICROCHIP TECHNOLOGY INCMCHP2.119.837 $-202.102 $2.321.939 $+2.321.939 $
Unum GroupUNM2.108.155 $-200.123 $2.308.278 $+2.308.278 $
METLIFE INCMET1.713.287 $-133.093 $1.846.380 $+1.846.380 $
NEXTERA ENERGY INCNEE1.828.134 $+104.095 $1.724.039 $+1.724.039 $
EMERSON ELECTRIC COEMR1.597.286 $-31.445 $1.628.731 $+1.628.731 $
SHERWIN WILLIAMS COSHW1.404.671 $-198.513 $1.603.184 $+1.603.184 $
COLGATE PALMOLIVE COCL1.346.662 $-84.507 $1.431.169 $+1.431.169 $
XCEL ENERGY INCXEL1.202.770 $-110.571 $1.313.341 $+1.313.341 $
STEEL DYNAMICS INCSTLD1.305.061 $+257.802 $1.047.259 $+1.047.259 $
ALLSTATE CORPALL1.250.587 $-39.029 $1.289.616 $+1.289.616 $
PRICE T ROWE GROUP INCTROW1.109.697 $-146.104 $1.255.801 $+1.255.801 $
SPS COMMERCE INCSPSC1.240.054 $+163.690 $1.076.364 $+1.076.364 $
CVS HEALTH CorpCVS1.172.780 $-65.622 $1.238.402 $+1.238.402 $
PFIZER INCPFE1.121.925 $-77.968 $1.199.893 $+1.199.893 $
UNITEDHEALTH GROUP INCUNH970.194 $-211.423 $1.181.617 $+1.181.617 $
YUM BRANDS INCYUM1.097.839 $-5.225 $1.103.064 $+1.103.064 $
DEXCOM INCDXCM1.053.757 $+40.167 $1.013.590 $+1.013.590 $
CONSOLIDATED EDISON INCED1.037.303 $-12.533 $1.049.836 $+1.049.836 $
ISHARES GOLD TRUSTIAU1.027.775 $+77.180 $950.595 $+950.595 $
ADVANCED MICRO DEVICES INCAMD1.010.622 $+277.551 $733.071 $+733.071 $
STATE STREET CORPSTT1.006.742 $+83.001 $923.741 $+923.741 $
STARBUCKS CORPSBUX939.748 $-7.414 $947.162 $+947.162 $
REGIONS FINANCIAL CORPRF905.032 $+80.837 $824.195 $+824.195 $
Otis Worldwide CorpOTIS859.000 $-40.123 $899.123 $+899.123 $
SEMPRASRE858.827 $-21.911 $880.738 $+880.738 $
FORD MOTOR COF848.980 $+49.312 $799.668 $+799.668 $
HERSHEY COHSY777.232 $-24.086 $801.318 $+801.318 $
GENERAL DYNAMICS CORPGD790.142 $+24.938 $765.204 $+765.204 $
iShares Bitcoin Trust ETFIBIT675.936 $-101.984 $777.920 $+777.920 $
SYSCO CORPSYY652.378 $-119.807 $772.185 $+772.185 $
INTEL CORPINTC743.572 $+48.315 $695.257 $+695.257 $
Eaton Corp plcETN639.250 $-77.439 $716.689 $+716.689 $
AMGEN INCAMGN713.811 $+51.982 $661.829 $+661.829 $
BOEING COBA695.631 $+695.631 $
PAYCHEX INCPAYX640.660 $-49.675 $690.335 $+690.335 $
FEDEX CORPFDX662.792 $+141.532 $521.260 $+521.260 $
QCR HOLDINGS INCQCRH639.078 $+58.767 $580.311 $+580.311 $
LOCKHEED MARTIN CORPLMT588.172 $+20.414 $567.758 $+567.758 $
COMCAST CORPCMCSA528.411 $-44.580 $572.991 $+572.991 $
UNITED PARCEL SERVICE INCUPS534.989 $+78.792 $456.197 $+456.197 $
AMEREN CORPAEE529.767 $+7.215 $522.552 $+522.552 $
HOLLENCREST CAPITAL MANAGEMENT522.396 $+233.278 $289.118 $+289.118 $
Public StoragePSA216.164 $-299.723 $515.887 $+515.887 $
EVERSOURCE ENERGYES487.662 $-27.595 $515.257 $+515.257 $
ATMOS ENERGY CORPATO511.378 $+11.143 $500.235 $+500.235 $
Shell plcSHEL505.779 $+18.527 $487.252 $+487.252 $
Palo Alto Networks IncPANW419.976 $-74.210 $494.186 $+494.186 $
LINCOLN NATIONAL CORPLNC493.348 $+45.967 $447.381 $+447.381 $
ANALOG DEVICES INCADI475.685 $+93.375 $382.310 $+382.310 $
Zoetis Inc.ZTS467.639 $+467.639 $
ENBRIDGE INCENB450.993 $+4.519 $446.474 $+446.474 $
Bank OZKOZK389.652 $-41.996 $431.648 $+431.648 $
Phillips 66PSX397.960 $-21.526 $419.486 $+419.486 $
NICOLET BANKSHARES INCNIC357.477 $-2.191 $359.668 $+359.668 $
CITIGROUP INCC342.952 $+99.758 $243.194 $+243.194 $
REALTY INCOME CORPO325.203 $-7.694 $332.897 $+332.897 $
SCHWAB CHARLES CORPSCHW328.647 $+47.924 $280.723 $+280.723 $
FIRST CAPITAL INCFCAP327.495 $+74.129 $253.366 $+253.366 $
MICRON TECHNOLOGY INCMU325.030 $+325.030 $
NUCOR CORPNUE317.739 $+59.203 $258.536 $+258.536 $
BP PLCBP305.517 $-7.768 $313.285 $+313.285 $
Constellation Energy CorpCEG311.770 $+19.465 $292.305 $+292.305 $
Hewlett Packard Enterprise CoHPE295.475 $-14.379 $309.854 $+309.854 $
EQUITY BANCSHARES INCEQBK293.976 $+26.007 $267.969 $+267.969 $
NOVARTIS AGNVS266.365 $-3.068 $269.433 $+269.433 $
PPL CorpPPL247.592 $-15.130 $262.722 $+262.722 $
Medtronic plcMDT239.286 $+7.662 $231.624 $+231.624 $
WD 40 COWDFC232.736 $-828 $233.564 $+233.564 $
UNILEVER PLCUL233.348 $+3.815 $229.533 $+229.533 $
ASTRAZENECA PLCAZN221.261 $+221.261 $
ARES CAPITAL CORPARCC202.685 $+202.685 $
2.388.548.112 $+108.939.475 $2.280.297.537 $+2.280.297.537 $
Erweiterte Einstellungen ×