Investments: Aviance Capital Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
812.069.268 $+25.679.418 $787.276.113 $+73.159.477 $718.016.558 $+50.886.655 $667.129.903 $+667.129.903 $
BANK OF AMERICA CORP /DE/BAC343.261.473 $+901.858 $342.359.615 $+15.525.049 $326.834.566 $+31.751.966 $295.082.600 $+295.082.600 $
APPFOLIO INCAPPF70.190.980 $+2.958.940 $67.232.040 $+12.777.843 $54.454.197 $-5.386.274 $59.840.471 $+59.840.471 $
ALPHA PRO TECH LTDAPT53.428.829 $+11.796.600 $41.632.229 $+11.422.000 $30.210.229 $+3.338.523 $26.871.706 $+26.871.706 $
AbbVie Inc.ABBV33.167.256 $-352.712 $33.519.968 $+6.761.976 $26.757.992 $-3.266.863 $30.024.855 $+30.024.855 $
AMAZON COM INCAMZN30.917.494 $+1.827.908 $29.089.586 $+139.905 $28.949.681 $+3.981.987 $24.967.694 $+24.967.694 $
JPMORGAN CHASE & COJPM26.522.203 $+308.625 $26.213.578 $+2.321.588 $23.891.990 $+3.556.512 $20.335.478 $+20.335.478 $
MICROSOFT CORPMSFT19.823.588 $-1.428.876 $21.252.464 $+1.348.516 $19.903.948 $+4.994.285 $14.909.663 $+14.909.663 $
BERKSHIRE HATHAWAY INCBRK-B19.797.865 $-112.402 $19.910.267 $+660.087 $19.250.180 $-1.837.185 $21.087.365 $+21.087.365 $
LAM RESEARCH CORPLRCX14.022.189 $+2.791.877 $11.230.312 $+3.123.066 $8.107.246 $+2.116.546 $5.990.700 $+5.990.700 $
AMGEN INCAMGN12.104.002 $+2.674.625 $9.429.377 $+252.565 $9.176.812 $-992.018 $10.168.830 $+10.168.830 $
NVIDIA CORPNVDA11.613.271 $-165.719 $11.778.990 $+1.833.295 $9.945.695 $+3.024.029 $6.921.666 $+6.921.666 $
SCHWAB CHARLES CORPSCHW9.293.744 $+401.797 $8.891.947 $+469.191 $8.422.756 $+1.160.344 $7.262.412 $+7.262.412 $
LINDE PLCLIN7.799.200 $-860.351 $8.659.551 $+183.814 $8.475.737 $+121.224 $8.354.513 $+8.354.513 $
LOCKHEED MARTIN CORPLMT8.001.738 $-257.252 $8.258.990 $+583.023 $7.675.967 $+337.963 $7.338.004 $+7.338.004 $
EXXON MOBIL CORPXOM8.048.586 $+543.734 $7.504.852 $+323.330 $7.181.522 $-643.238 $7.824.760 $+7.824.760 $
JOHNSON & JOHNSONJNJ6.783.579 $+657.334 $6.126.245 $+8.634 $6.117.611 $-452.941 $6.570.552 $+6.570.552 $
PROCTER & GAMBLE CoPG5.140.424 $-398.699 $5.539.123 $-180.667 $5.719.790 $-425.259 $6.145.049 $+6.145.049 $
Mastercard IncMA5.805.672 $-136.222 $5.941.894 $+130.958 $5.810.936 $+43.415 $5.767.521 $+5.767.521 $
BOEING COBA5.532.283 $+179.483 $5.352.800 $+202.514 $5.150.286 $+963.966 $4.186.320 $+4.186.320 $
AMERICAN EXPRESS COAXP5.378.334 $+549.392 $4.828.942 $+191.611 $4.637.331 $+728.034 $3.909.297 $+3.909.297 $
Zoetis Inc.ZTS3.621.975 $-864.289 $4.486.264 $-721.098 $5.207.362 $-169.509 $5.376.871 $+5.376.871 $
UNITEDHEALTH GROUP INCUNH5.372.199 $+342.383 $5.029.816 $+4.679.386 $350.430 $-1.163.637 $1.514.067 $+1.514.067 $
GOLDMAN SACHS GROUP INCGS5.128.086 $+482.180 $4.645.906 $+526.093 $4.119.813 $+953.516 $3.166.297 $+3.166.297 $
CELESTICA INCCLS4.876.383 $+775.388 $4.100.995 $+1.361.733 $2.739.262 $+1.767.141 $972.121 $+972.121 $
Walt Disney CoDIS4.338.230 $+74.183 $4.264.047 $-322.057 $4.586.104 $+934.065 $3.652.039 $+3.652.039 $
BlackRock, Inc.BLK4.493.640 $+288.774 $4.204.866 $+345.669 $3.859.197 $-37.251 $3.896.448 $+3.896.448 $
PFIZER INCPFE3.395.585 $-161.693 $3.557.278 $+1.167.794 $2.389.484 $-136.780 $2.526.264 $+2.526.264 $
MCDONALDS CORPMCD3.163.051 $+19.184 $3.143.867 $+126.451 $3.017.416 $-144.621 $3.162.037 $+3.162.037 $
Walmart Inc.WMT3.093.791 $+212.293 $2.881.498 $+68.043 $2.813.455 $+220.306 $2.593.149 $+2.593.149 $
DEERE & CODE2.724.981 $+25.775 $2.699.206 $-221.052 $2.920.258 $+232.291 $2.687.967 $+2.687.967 $
HF Sinclair CorpDINO2.452.124 $-453.701 $2.905.825 $+539.422 $2.366.403 $+495.639 $1.870.764 $+1.870.764 $
AKAMAI TECHNOLOGIES INCAKAM2.785.107 $+502.155 $2.282.952 $+2.282.952 $
FEDEX CORPFDX2.761.834 $+478.260 $2.283.574 $+14.258 $2.269.316 $-141.194 $2.410.510 $+2.410.510 $
CONOCOPHILLIPSCOP2.492.320 $+35.577 $2.456.743 $+110.959 $2.345.784 $-326.412 $2.672.196 $+2.672.196 $
Unum GroupUNM2.327.151 $-26.388 $2.353.539 $-162.647 $2.516.186 $-101.619 $2.617.805 $+2.617.805 $
KLA CORPKLAC2.590.551 $+285.583 $2.304.968 $+390.772 $1.914.196 $+264.321 $1.649.875 $+1.649.875 $
PEPSICO INCPEP2.570.986 $-10.972 $2.581.958 $+279.210 $2.302.748 $-247.398 $2.550.146 $+2.550.146 $
COMCAST CORPCMCSA2.015.093 $-34.670 $2.049.763 $-367.744 $2.417.507 $-86.742 $2.504.249 $+2.504.249 $
CHEVRON CORPCVX2.276.243 $-81.525 $2.357.768 $+213.784 $2.143.984 $-260.184 $2.404.168 $+2.404.168 $
ELI LILLY & CoLLY2.282.362 $+580.873 $1.701.489 $-204.461 $1.905.950 $-126.613 $2.032.563 $+2.032.563 $
NETFLIX INCNFLX1.926.299 $-38.731 $1.965.030 $-166.865 $2.131.895 $+671.348 $1.460.547 $+1.460.547 $
VERIZON COMMUNICATIONS INCVZ1.737.894 $-241.357 $1.979.251 $+90.201 $1.889.050 $-21.448 $1.910.498 $+1.910.498 $
MOLSON COORS BEVERAGE COTAP1.344.559 $+38.557 $1.306.002 $-140.894 $1.446.896 $-426.418 $1.873.314 $+1.873.314 $
ORACLE CORPORCL1.280.754 $-567.274 $1.848.028 $+429.994 $1.418.034 $+540.726 $877.308 $+877.308 $
NORTHERN TRUST CORPNTRS1.760.243 $+551.420 $1.208.823 $+1.208.823 $
COCA COLA COKO1.744.521 $+90.181 $1.654.340 $-93.029 $1.747.369 $+50.377 $1.696.992 $+1.696.992 $
Bank OZKOZK1.540.848 $-189.981 $1.730.829 $+53.686 $1.677.143 $+218.993 $1.458.150 $+1.458.150 $
CHEESECAKE FACTORY INCCAKE1.718.999 $+465.951 $1.253.048 $+1.253.048 $
Synchrony FinancialSYF1.682.184 $+217.826 $1.464.358 $+38.546 $1.425.812 $+589.995 $835.817 $+835.817 $
MAGNA INTERNATIONAL INCMGA1.674.387 $+110.963 $1.563.424 $+257.957 $1.305.467 $+167.975 $1.137.492 $+1.137.492 $
UNILEVER PLCUL1.374.446 $-98.662 $1.473.108 $-46.967 $1.520.075 $+10.482 $1.509.593 $+1.509.593 $
AppLovin CorpAPP1.464.211 $-25.322 $1.489.533 $+788.323 $701.210 $+383.246 $317.964 $+317.964 $
ALLSTATE CORPALL1.321.753 $-44.709 $1.366.462 $+84.923 $1.281.539 $-36.669 $1.318.208 $+1.318.208 $
Jazz Pharmaceuticals plcJAZZ1.246.270 $+235.496 $1.010.774 $+181.234 $829.540 $-265.091 $1.094.631 $+1.094.631 $
TARGET CORPTGT745.503 $-26.192 $771.695 $-121.830 $893.525 $-335.295 $1.228.820 $+1.228.820 $
PRICE T ROWE GROUP INCTROW1.200.508 $+70.134 $1.130.374 $+65.689 $1.064.685 $-14.144 $1.078.829 $+1.078.829 $
Bunge Global SABG1.130.434 $+86.576 $1.043.858 $-39.903 $1.083.761 $+220.979 $862.782 $+862.782 $
FMC CORPFMC323.458 $-530.992 $854.450 $-262.739 $1.117.189 $+259.508 $857.681 $+857.681 $
PAYCHEX INCPAYX802.087 $-113.500 $915.587 $-105.979 $1.021.566 $-77.370 $1.098.936 $+1.098.936 $
STRYKER CORPSYK946.860 $-51.619 $998.479 $-70.118 $1.068.597 $+68.733 $999.864 $+999.864 $
RTX CorpRTX1.035.646 $+91.571 $944.075 $+119.208 $824.867 $+162.567 $662.300 $+662.300 $
Duke Energy CORPDUK975.539 $-54.433 $1.029.972 $+102.374 $927.598 $+127.373 $800.225 $+800.225 $
SPS COMMERCE INCSPSC951.937 $+62.907 $889.030 $+214.441 $674.589 $+36.935 $637.654 $+637.654 $
CSX CORPCSX944.375 $+16.082 $928.293 $+75.288 $853.005 $+18.908 $834.097 $+834.097 $
Phillips 66PSX852.180 $-41.879 $894.059 $+110.377 $783.682 $+50.334 $733.348 $+733.348 $
CITIGROUP INCC856.039 $+249.016 $607.023 $+146.908 $460.115 $+202.193 $257.922 $+257.922 $
CUMMINS INCCMI848.419 $+134.807 $713.612 $+160.374 $553.238 $+13.928 $539.310 $+539.310 $
AT&T INC.T706.355 $-109.671 $816.026 $+25.590 $790.436 $+19.495 $770.941 $+770.941 $
INTUITIVE SURGICAL INCISRG796.869 $+85.773 $711.096 $-97.498 $808.594 $+74.109 $734.485 $+734.485 $
ROBERT HALF INC.RHI795.275 $+795.275 $
EMERSON ELECTRIC COEMR793.135 $+9.203 $783.932 $+3.418 $780.514 $+138.681 $641.833 $+641.833 $
NASDAQ, INC.NDAQ793.066 $+70.872 $722.194 $-7.920 $730.114 $+110.717 $619.397 $+619.397 $
SOUTHERN COSO730.161 $-62.757 $792.918 $+33.982 $758.936 $+4.005 $754.931 $+754.931 $
Organon & Co.OGN757.941 $-18.811 $776.752 $+178.197 $598.555 $+598.555 $
MPLX LPMPLX772.477 $+124.426 $648.051 $-20.240 $668.291 $-26.077 $694.368 $+694.368 $
Eaton Corp plcETN655.175 $-114.657 $769.832 $+35.504 $734.328 $+183.600 $550.728 $+550.728 $
NEXTERA ENERGY INCNEE767.397 $+45.788 $721.609 $+92.733 $628.876 $-7.716 $636.592 $+636.592 $
UNITED PARCEL SERVICE INCUPS650.786 $+8.524 $642.262 $-73.504 $715.766 $-44.705 $760.471 $+760.471 $
PALATIN TECHNOLOGIES INCPTNT511.351 $-247.662 $759.013 $+405.835 $353.178 $+91.273 $261.905 $+261.905 $
MICRON TECHNOLOGY INCMU743.900 $+507.979 $235.921 $+235.921 $
ANALOG DEVICES INCADI656.304 $+61.710 $594.594 $-106.375 $700.969 $+81.035 $619.934 $+619.934 $
MCKESSON CORPMCK680.841 $+39.633 $641.208 $+33.001 $608.207 $+56.355 $551.852 $+551.852 $
3M COMMM676.903 $+19.250 $657.653 $+12.460 $645.193 $+22.800 $622.393 $+622.393 $
Edwards Lifesciences CorpEW613.289 $+53.812 $559.477 $-3.166 $562.643 $+41.222 $521.421 $+521.421 $
EXPONENT INCEXPO486.220 $-140 $486.360 $-36.610 $522.970 $-44.450 $567.420 $+567.420 $
Medtronic plcMDT510.751 $-34.117 $544.868 $+75.719 $469.149 $+62.622 $406.527 $+406.527 $
SUNCOR ENERGY INCSU519.589 $+26.691 $492.898 $+57.467 $435.431 $-34.126 $469.557 $+469.557 $
ROYAL BANK OF CANADARY486.408 $+56.970 $429.438 $+44.904 $384.534 $+44.900 $339.634 $+339.634 $
GENERAL ELECTRIC COGE485.990 $+11.376 $474.614 $+96.062 $378.552 $+82.183 $296.369 $+296.369 $
Parker-Hannifin CorpPH452.664 $+62.217 $390.447 $+21.655 $368.792 $+60.004 $308.788 $+308.788 $
Booking Holdings Inc.BKNG391.660 $-13.915 $405.575 $-29.189 $434.764 $+79.655 $355.109 $+355.109 $
STARBUCKS CORPSBUX362.777 $-3.541 $366.318 $-30.440 $396.758 $-27.972 $424.730 $+424.730 $
Palo Alto Networks IncPANW273.905 $-130.688 $404.593 $+404.593 $
Legacy Housing CorpLEGH393.777 $+393.777 $
AFLAC INCAFL378.226 $-4.905 $383.131 $+21.403 $361.728 $-19.654 $381.382 $+381.382 $
CVS HEALTH CorpCVS356.749 $+17.329 $339.420 $+29.042 $310.378 $+5.554 $304.824 $+304.824 $
CATERPILLAR INCCAT333.983 $+55.804 $278.179 $+65.440 $212.739 $+212.739 $
ENBRIDGE INCENB309.938 $-17.043 $326.981 $+33.307 $293.674 $+6.545 $287.129 $+287.129 $
EZCORP INCEZPW286.562 $+5.608 $280.954 $+76.141 $204.813 $-106.898 $311.711 $+311.711 $
BARRICK MINING CORPB285.209 $+285.209 $
INTEL CORPINTC254.241 $-30.632 $284.873 $+284.873 $
COLGATE PALMOLIVE COCL227.578 $-2.649 $230.227 $-49.745 $279.972 $-3.002 $282.974 $+282.974 $
MORGAN STANLEYMS267.538 $+27.985 $239.553 $+27.277 $212.276 $+212.276 $
BHP Group LtdBHP240.937 $-24.043 $264.980 $+62.713 $202.267 $+202.267 $
IREN LtdIREN259.476 $+259.476 $
XCEL ENERGY INCXEL233.619 $-21.477 $255.096 $+39.696 $215.400 $-8.509 $223.909 $+223.909 $
HERSHEY COHSY245.673 $-6.845 $252.518 $+45.080 $207.438 $-6.350 $213.788 $+213.788 $
Bank of New York Mellon CorpBK238.333 $+14.638 $223.695 $+223.695 $
JANUS HENDERSON GROUP PLCJHG236.971 $+236.971 $
YUM BRANDS INCYUM220.869 $-1.051 $221.920 $+5.577 $216.343 $-13.403 $229.746 $+229.746 $
Churchill Downs IncCHDN223.578 $+20.063 $203.515 $-20.291 $223.806 $+223.806 $
CDW CorpCDW217.165 $+217.165 $
MANULIFE FINANCIAL CORPMFC209.577 $+209.577 $
Veralto CorpVLTO209.275 $+209.275 $
FLOWERS FOODS INCFLO174.479 $-6.031 $180.510 $-16.377 $196.887 $+196.887 $
Snap IncSNAP104.910 $+4.680 $100.230 $-12.740 $112.970 $-260 $113.230 $+113.230 $
1 800 FLOWERS COM INCFLWS50.846 $-9.345 $60.191 $-10.613 $70.804 $-17.183 $87.987 $+87.987 $
812.069.268 $+25.679.418 $787.276.113 $+73.159.477 $718.016.558 $+50.886.655 $667.129.903 $+667.129.903 $
Erweiterte Einstellungen ×