Investments: Lowe Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
167.216.069 $+10.135.871 $157.087.093 $+10.081.102 $147.017.144 $+147.017.144 $
BANK OF AMERICA CORP /DE/BAC144.797.144 $+8.108.595 $136.688.549 $+8.894.814 $127.793.735 $+127.793.735 $
ISHARES GOLD TRUSTIAU12.019.729 $+1.575.209 $10.444.520 $+584.938 $9.859.582 $+9.859.582 $
BlackRock, Inc.BLK1.916.957 $+121.361 $1.795.596 $+478.889 $1.316.707 $+1.316.707 $
MICROSOFT CORPMSFT1.542.709 $+51.330 $1.491.379 $+357.296 $1.134.083 $+1.134.083 $
MCCORMICK & CO INCMKC931.581 $-123.881 $1.055.462 $-90.168 $1.145.630 $+1.145.630 $
APPFOLIO INCAPPF1.094.564 $+208.424 $886.140 $-84.411 $970.551 $+970.551 $
EXXON MOBIL CORPXOM556.309 $+24.424 $531.885 $-59.435 $591.320 $+591.320 $
AMEREN CORPAEE431.924 $+34.510 $397.414 $-18.041 $415.455 $+415.455 $
BERKSHIRE HATHAWAY INCBRK-B288.573 $+9.741 $278.832 $-34.858 $313.690 $+313.690 $
PPL CorpPPL297.424 $+26.173 $271.251 $-17.769 $289.020 $+289.020 $
AMAZON COM INCAMZN212.983 $+175 $212.808 $+27.304 $185.504 $+185.504 $
BADGER METER INCBMI125.006 $-66.055 $191.061 $+42.666 $148.395 $+148.395 $
HERSHEY COHSY175.345 $+19.904 $155.441 $-4.623 $160.064 $+160.064 $
AT&T INC.T145.138 $-2.490 $147.628 $+4.440 $143.188 $+143.188 $
COCA COLA COKO133.502 $-8.918 $142.420 $-1.751 $144.171 $+144.171 $
ALPHA PRO TECH LTDAPT118.567 $+27.853 $90.714 $+2.215 $88.499 $+88.499 $
JOHNSON & JOHNSONJNJ103.211 $+13.070 $90.141 $-28.326 $118.467 $+118.467 $
STARBUCKS CORPSBUX96.106 $-8.352 $104.458 $-7.365 $111.823 $+111.823 $
CHEVRON CORPCVX95.814 $+4.459 $91.355 $-15.376 $106.731 $+106.731 $
AMGEN INCAMGN78.452 $-7.545 $85.997 $-19.307 $105.304 $+105.304 $
ENBRIDGE INCENB100.012 $+10.188 $89.824 $-4.246 $94.070 $+94.070 $
GARMIN LTDGRMN98.488 $+15.000 $83.488 $-3.364 $86.852 $+86.852 $
Walmart Inc.WMT94.275 $+4.830 $89.445 $+9.139 $80.306 $+80.306 $
VERIZON COMMUNICATIONS INCVZ89.172 $+255 $88.917 $-4.295 $93.212 $+93.212 $
GENERAL ELECTRIC COGE91.750 $+13.246 $78.504 $+17.458 $61.046 $+61.046 $
SUN LIFE FINANCIAL INCSLF76.778 $-8.212 $84.990 $-3.288 $88.278 $+88.278 $
PROCTER & GAMBLE CoPG69.911 $-2.580 $72.491 $-5.050 $77.541 $+77.541 $
INTEL CORPINTC76.889 $+25.554 $51.335 $-711 $52.046 $+52.046 $
LOCKHEED MARTIN CORPLMT71.886 $+5.194 $66.692 $+2.366 $64.326 $+64.326 $
JPMORGAN CHASE & COJPM63.401 $+5.129 $58.272 $+8.967 $49.305 $+49.305 $
Walt Disney CoDIS61.372 $+2.467 $58.905 $+19.622 $39.283 $+39.283 $
FREEPORT-MCMORAN INCFCX52.163 $-5.493 $57.656 $+7.302 $50.354 $+50.354 $
ORACLE CORPORCL56.248 $+12.522 $43.726 $+15.764 $27.962 $+27.962 $
Duke Energy CORPDUK55.935 $+2.599 $53.336 $-1.794 $55.130 $+55.130 $
NVIDIA CORPNVDA54.855 $+8.406 $46.449 $+14.585 $31.864 $+31.864 $
XCEL ENERGY INCXEL53.068 $+8.258 $44.810 $-1.770 $46.580 $+46.580 $
Mastercard IncMA51.762 $+625 $51.137 $+1.258 $49.879 $+49.879 $
UNITEDHEALTH GROUP INCUNH34.489 $+3.353 $31.136 $-20.044 $51.180 $+51.180 $
GOLDMAN SACHS GROUP INCGS48.577 $+5.404 $43.173 $+8.210 $34.963 $+34.963 $
BOEING COBA48.130 $+1.405 $46.725 $+8.692 $38.033 $+38.033 $
MCDONALDS CORPMCD37.986 $-5.840 $43.826 $-3.030 $46.856 $+46.856 $
PEPSICO INCPEP36.234 $-341 $36.575 $-4.958 $41.533 $+41.533 $
STRYKER CORPSYK29.574 $-2.076 $31.650 $-9.298 $40.948 $+40.948 $
CATERPILLAR INCCAT36.263 $+6.759 $29.504 $+4.439 $25.065 $+25.065 $
NETFLIX INCNFLX32.371 $-3.786 $36.157 $+10.979 $25.178 $+25.178 $
Valaris LtdVAL35.358 $+4.828 $30.530 $+2.066 $28.464 $+28.464 $
TC ENERGY CORPTRP34.877 $+3.603 $31.274 $+1.012 $30.262 $+30.262 $
METLIFE INCMET31.712 $+750 $30.962 $+50 $30.912 $+30.912 $
SYNOPSYS INCSNPS29.603 $-1.158 $30.761 $+2.886 $27.875 $+27.875 $
FORD MOTOR COF20.676 $+1.998 $18.678 $-3.520 $22.198 $+22.198 $
NEXTERA ENERGY INCNEE22.119 $+1.779 $20.340 $-431 $20.771 $+20.771 $
CVS HEALTH CorpCVS20.372 $+1.883 $18.489 $+471 $18.018 $+18.018 $
RTX CorpRTX19.243 $+2.451 $16.792 $+1.559 $15.233 $+15.233 $
NOVARTIS AGNVS19.236 $+1.084 $18.152 $+1.430 $16.722 $+16.722 $
ARES CAPITAL CORPARCC14.879 $-3.326 $18.205 $-166 $18.371 $+18.371 $
AbbVie Inc.ABBV17.366 $+3.444 $13.922 $-1.792 $15.714 $+15.714 $
BP PLCBP17.230 $+2.265 $14.965 $-1.930 $16.895 $+16.895 $
EQUINIX INCEQIX16.448 $-257 $16.705 $-417 $17.122 $+17.122 $
SPS COMMERCE INCSPSC17.063 $+2.431 $14.632 $+801 $13.831 $+13.831 $
LAM RESEARCH CORPLRCX16.336 $+4.461 $11.875 $+3.006 $8.869 $+8.869 $
NOKIA CORPNOK14.170 $-1.090 $15.260 $-265 $15.525 $+15.525 $
CSX CORPCSX14.062 $+1.141 $12.921 $+1.267 $11.654 $+11.654 $
EXELON CORPEXC12.513 $-465 $12.978 $-795 $13.773 $+13.773 $
FIRSTENERGY CORPFE13.059 $+1.585 $11.474 $-46 $11.520 $+11.520 $
CONOCOPHILLIPSCOP9.459 $-1.489 $10.948 $-1.864 $12.812 $+12.812 $
PAYCHEX INCPAYX10.141 $-1.496 $11.637 $-705 $12.342 $+12.342 $
Immunocore Holdings plcIMCR11.989 $+1.634 $10.355 $+564 $9.791 $+9.791 $
CARDINAL HEALTH INCCAH10.987 $-773 $11.760 $+2.116 $9.644 $+9.644 $
Churchill Downs IncCHDN9.701 $-399 $10.100 $-1.007 $11.107 $+11.107 $
COLGATE PALMOLIVE COCL7.994 $-1.096 $9.090 $-280 $9.370 $+9.370 $
COMCAST CORPCMCSA7.352 $-999 $8.351 $-284 $8.635 $+8.635 $
PENTAIR plcPNR8.529 $+624 $7.905 $+1.169 $6.736 $+6.736 $
ASTRAZENECA PLCAZN7.672 $+684 $6.988 $-362 $7.350 $+7.350 $
UNITED PARCEL SERVICE INCUPS2.088 $-436 $2.524 $-4.735 $7.259 $+7.259 $
SOUTHERN COSO6.918 $+214 $6.704 $-8 $6.712 $+6.712 $
BECTON DICKINSON & COBDX5.615 $+447 $5.168 $-1.704 $6.872 $+6.872 $
MOLSON COORS BEVERAGE COTAP4.525 $-284 $4.809 $-1.278 $6.087 $+6.087 $
TWILIO INCTWLO4.604 $-1.117 $5.721 $+1.217 $4.504 $+4.504 $
ALIGN TECHNOLOGY INCALGN3.757 $-1.923 $5.680 $+914 $4.766 $+4.766 $
EVERSOURCE ENERGYES5.122 $+541 $4.581 $+109 $4.472 $+4.472 $
PFIZER INCPFE4.459 $-413 $4.872 $-221 $5.093 $+5.093 $
ELI LILLY & CoLLY4.955 $+4.955 $
Owens CorningOC3.961 $-165 $4.126 $-159 $4.285 $+4.285 $
ACADIA PHARMACEUTICALS INCACAD3.841 $-42 $3.883 $+893 $2.990 $+2.990 $
SEMPRASRE3.334 $+194 $3.140 $+3.140 $
Monster Beverage CorpMNST2.962 $+206 $2.756 $+181 $2.575 $+2.575 $
Hess Midstream LPHESM2.591 $-297 $2.888 $+2.888 $
AES CORPAES2.388 $-431 $2.819 $+2.819 $
CHIPOTLE MEXICAN GRILL INCCMG2.511 $+2.511 $
TE Connectivity plcTEL2.195 $+508 $1.687 $+274 $1.413 $+1.413 $
SHERWIN WILLIAMS COSHW2.095 $+2.095 $
TARGET CORPTGT1.794 $-179 $1.973 $-114 $2.087 $+2.087 $
Enovix CorpENVX1.795 $-66 $1.861 $+540 $1.321 $+1.321 $
HP INCHPQ1.715 $+1.715 $
POOL CORPPOOL1.592 $+1.592 $
Hewlett Packard Enterprise CoHPE1.547 $+1.547 $
Snap IncSNAP1.157 $-147 $1.304 $-3 $1.307 $+1.307 $
Edwards Lifesciences CorpEW1.173 $+86 $1.087 $+1.087 $
Medtronic plcMDT857 $+72 $785 $-24 $809 $+809 $
Paramount Skydance CorpPSKY473 $+473 $
Jazz Pharmaceuticals plcJAZZ395 $+77 $318 $-54 $372 $+372 $
VISHAY INTERTECHNOLOGY INCVSH230 $-8 $238 $-1 $239 $+239 $
Organon & Co.OGN160 $+15 $145 $-78 $223 $+223 $
nVent Electric plcNVT197 $+50 $147 $+42 $105 $+105 $
Viatris IncVTRS149 $+15 $134 $+3 $131 $+131 $
KOHLS CorpKSS108 $+49 $59 $+2 $57 $+57 $
DXC Technology CoDXC68 $+68 $
Aqua Metals, Inc.AQMS13 $+2 $11 $-30 $41 $+41 $
Lowe Wealth Advisors, LLC0 $-1 $1 $+1 $0 $+0 $
CITIGROUP INCC0 $+0 $0 $+0 $0 $+0 $
167.216.069 $+10.135.871 $157.087.093 $+10.081.102 $147.017.144 $+147.017.144 $
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