Investments: LVW 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. ($)
888.045.841 $+25.139.187 $867.237.417 $+867.237.417 $
BANK OF AMERICA CORP /DE/BAC583.433.482 $+7.167.503 $576.265.979 $+576.265.979 $
APPFOLIO INCAPPF38.246.838 $+3.624.349 $34.622.489 $+34.622.489 $
BlackRock, Inc.BLK31.067.664 $+2.126.572 $28.941.092 $+28.941.092 $
GOLDMAN SACHS GROUP INCGS27.598.073 $+2.225.172 $25.372.901 $+25.372.901 $
NVIDIA CORPNVDA25.745.766 $-1.042.831 $26.788.597 $+26.788.597 $
ALPHA PRO TECH LTDAPT22.329.774 $+5.030.710 $17.299.064 $+17.299.064 $
MICROSOFT CORPMSFT18.295.722 $-1.478.737 $19.774.459 $+19.774.459 $
JPMORGAN CHASE & COJPM14.129.473 $+5.596.370 $8.533.103 $+8.533.103 $
AMAZON COM INCAMZN11.728.888 $+787.714 $10.941.174 $+10.941.174 $
BERKSHIRE HATHAWAY INCBRK-B8.495.933 $-57.363 $8.553.296 $+8.553.296 $
JOHNSON & JOHNSONJNJ5.095.678 $+604.669 $4.491.009 $+4.491.009 $
AbbVie Inc.ABBV4.016.378 $-138.079 $4.154.457 $+4.154.457 $
Mastercard IncMA3.878.675 $-77.515 $3.956.190 $+3.956.190 $
ELI LILLY & CoLLY3.713.402 $+1.204.386 $2.509.016 $+2.509.016 $
PALATIN TECHNOLOGIES INCPTNT3.374.051 $-210.320 $3.584.371 $+3.584.371 $
AMGEN INCAMGN2.986.485 $+1.201.217 $1.785.268 $+1.785.268 $
Medtronic plcMDT2.833.290 $-110.579 $2.943.869 $+2.943.869 $
GENERAL DYNAMICS CORPGD2.747.204 $-40.236 $2.787.440 $+2.787.440 $
PEPSICO INCPEP2.455.129 $-117.211 $2.572.340 $+2.572.340 $
NETFLIX INCNFLX1.832.727 $-706.586 $2.539.313 $+2.539.313 $
CINTAS CORPCTAS2.191.580 $-332.503 $2.524.083 $+2.524.083 $
EXXON MOBIL CORPXOM2.498.200 $+293.906 $2.204.294 $+2.204.294 $
Walmart Inc.WMT2.445.159 $+188.517 $2.256.642 $+2.256.642 $
Duke Energy CORPDUK2.128.065 $-296.569 $2.424.634 $+2.424.634 $
PAYCHEX INCPAYX2.069.572 $-337.052 $2.406.624 $+2.406.624 $
CHEVRON CORPCVX2.010.136 $-383.970 $2.394.106 $+2.394.106 $
MCDONALDS CORPMCD2.294.129 $+178.269 $2.115.860 $+2.115.860 $
VERIZON COMMUNICATIONS INCVZ1.647.544 $-369.690 $2.017.234 $+2.017.234 $
SOUTHERN COSO1.490.336 $-487.704 $1.978.040 $+1.978.040 $
COCA COLA COKO1.837.026 $-140.438 $1.977.464 $+1.977.464 $
Parker-Hannifin CorpPH1.845.816 $+240.054 $1.605.762 $+1.605.762 $
MORGAN STANLEYMS1.840.744 $+377.284 $1.463.460 $+1.463.460 $
CITIGROUP INCC1.766.143 $+1.530.866 $235.277 $+235.277 $
RTX CorpRTX1.763.644 $+115.884 $1.647.760 $+1.647.760 $
NEXTERA ENERGY INCNEE1.554.783 $+325.126 $1.229.657 $+1.229.657 $
AMERICAN EXPRESS COAXP1.241.612 $+85.974 $1.155.638 $+1.155.638 $
COMCAST CORPCMCSA927.193 $-285.939 $1.213.132 $+1.213.132 $
ASML HOLDING NVASML1.176.846 $+20.946 $1.155.900 $+1.155.900 $
ASTRAZENECA PLCAZN1.116.526 $-58.624 $1.175.150 $+1.175.150 $
SAP SESAP776.341 $-346.209 $1.122.550 $+1.122.550 $
Bank of New York Mellon CorpBK914.093 $-200.459 $1.114.552 $+1.114.552 $
UNITEDHEALTH GROUP INCUNH1.075.654 $+460.166 $615.488 $+615.488 $
ORACLE CORPORCL717.074 $-327.733 $1.044.807 $+1.044.807 $
INTUITIVE SURGICAL INCISRG1.043.236 $+324.537 $718.699 $+718.699 $
DEERE & CODE933.468 $-32.266 $965.734 $+965.734 $
BERKLEY W R CORPWRB820.194 $-128.669 $948.863 $+948.863 $
Allegion plcALLE773.650 $-157.970 $931.620 $+931.620 $
GENERAL ELECTRIC COGE910.229 $+44.769 $865.460 $+865.460 $
EMERSON ELECTRIC COEMR748.409 $-101.769 $850.178 $+850.178 $
EQUITY RESIDENTIALEQR755.157 $-56.622 $811.779 $+811.779 $
RESMED INCRMD414.779 $-388.619 $803.398 $+803.398 $
PROCTER & GAMBLE CoPG619.897 $-168.036 $787.933 $+787.933 $
CATERPILLAR INCCAT710.359 $-74.076 $784.435 $+784.435 $
Walt Disney CoDIS701.155 $-75.603 $776.758 $+776.758 $
TELEDYNE TECHNOLOGIES INCTDY638.924 $-136.993 $775.917 $+775.917 $
Zoetis Inc.ZTS646.967 $-125.603 $772.570 $+772.570 $
COLGATE PALMOLIVE COCL772.500 $+169.272 $603.228 $+603.228 $
XCEL ENERGY INCXEL664.150 $-94.444 $758.594 $+758.594 $
ROLLINS INCROL746.949 $-48 $746.997 $+746.997 $
AppLovin CorpAPP673.820 $-49.750 $723.570 $+723.570 $
STATE STREET CORPSTT723.102 $+84.002 $639.100 $+639.100 $
EQUIFAX INCEFX569.790 $-137.977 $707.767 $+707.767 $
3M COMMM696.428 $+8.366 $688.062 $+688.062 $
MCKESSON CORPMCK662.795 $-19.358 $682.153 $+682.153 $
METLIFE INCMET621.337 $-54.839 $676.176 $+676.176 $
LAM RESEARCH CORPLRCX666.575 $+162.173 $504.402 $+504.402 $
SPS COMMERCE INCSPSC584.161 $-68.482 $652.643 $+652.643 $
ADVANCED MICRO DEVICES INCAMD640.553 $+207.117 $433.436 $+433.436 $
LOCKHEED MARTIN CORPLMT563.503 $-74.380 $637.883 $+637.883 $
TotalEnergies SETTE635.281 $+635.281 $
POOL CORPPOOL351.132 $-276.760 $627.892 $+627.892 $
NORDSON CORPNDSN620.069 $+2.765 $617.304 $+617.304 $
RELX PLCRELX384.435 $-216.577 $601.012 $+601.012 $
WATSCO INCWSO432.981 $-158.106 $591.087 $+591.087 $
KLA CORPKLAC336.578 $-241.552 $578.130 $+578.130 $
NatWest Group plcNWG576.730 $+89.517 $487.213 $+487.213 $
ZEBRA TECHNOLOGIES CORPZBRA408.424 $-158.261 $566.685 $+566.685 $
EMBRAER S.A.EMBJ564.332 $+34.366 $529.966 $+529.966 $
Sony Group CorpSONY562.535 $+45.437 $517.098 $+517.098 $
Booking Holdings Inc.BKNG508.757 $-9.573 $518.330 $+518.330 $
Roblox CorpRBLX264.888 $-249.299 $514.187 $+514.187 $
ALLSTATE CORPALL453.767 $-45.080 $498.847 $+498.847 $
REGIONS FINANCIAL CORPRF498.424 $+120.673 $377.751 $+377.751 $
CONSOLIDATED EDISON INCED496.005 $+62.060 $433.945 $+433.945 $
MICRON TECHNOLOGY INCMU477.777 $+194.002 $283.775 $+283.775 $
FASTENAL COFAST365.505 $-111.409 $476.914 $+476.914 $
SAIA INCSAIA441.456 $-30.635 $472.091 $+472.091 $
DOMINOS PIZZA INCDPZ297.193 $-162.147 $459.340 $+459.340 $
RYANAIR HOLDINGS PLCRYAAY453.065 $+84.639 $368.426 $+368.426 $
PFIZER INCPFE446.643 $+150.110 $296.533 $+296.533 $
PRICE T ROWE GROUP INCTROW444.944 $-617 $445.561 $+445.561 $
Accenture plcACN426.329 $+209.321 $217.008 $+217.008 $
DIAGEO PLCDEO204.892 $-198.622 $403.514 $+403.514 $
HP INCHPQ249.974 $-121.852 $371.826 $+371.826 $
STRYKER CORPSYK331.352 $-38.599 $369.951 $+369.951 $
FAIR ISAAC CORPFICO369.643 $+369.643 $
TASEKO MINES LTDTGB367.503 $+367.503 $
FIFTH THIRD BANCORPFITB362.872 $-2.528 $365.400 $+365.400 $
ARES CAPITAL CORPARCC362.418 $-429 $362.847 $+362.847 $
CMS ENERGY CORPCMS311.888 $-41.299 $353.187 $+353.187 $
Enovix CorpENVX253.146 $-92.086 $345.232 $+345.232 $
INTEL CORPINTC343.370 $+44.191 $299.179 $+299.179 $
Hamilton Lane INCHLNE310.391 $-18.632 $329.023 $+329.023 $
TWILIO INCTWLO328.859 $+89.844 $239.015 $+239.015 $
PENTAIR plcPNR314.712 $-6.936 $321.648 $+321.648 $
UNITED PARCEL SERVICE INCUPS314.816 $+60.311 $254.505 $+254.505 $
EXPONENT INCEXPO246.236 $-68.231 $314.467 $+314.467 $
Eaton Corp plcETN310.254 $+310.254 $
HUBBELL INCHUBB309.989 $+22.541 $287.448 $+287.448 $
AMEREN CORPAEE266.127 $-38.767 $304.894 $+304.894 $
SCHWAB CHARLES CORPSCHW302.328 $+37.494 $264.834 $+264.834 $
Palo Alto Networks IncPANW300.799 $+56.455 $244.344 $+244.344 $
nVent Electric plcNVT295.713 $+9.657 $286.056 $+286.056 $
CONOCOPHILLIPSCOP293.797 $+293.797 $
TENET HEALTHCARE CORPTHC274.433 $-15.712 $290.145 $+290.145 $
CHIPOTLE MEXICAN GRILL INCCMG267.547 $+114 $267.433 $+267.433 $
TARGET CORPTGT264.436 $+264.436 $
STARBUCKS CORPSBUX261.304 $+15.809 $245.495 $+245.495 $
AFLAC INCAFL255.496 $-2.085 $257.581 $+257.581 $
Synchrony FinancialSYF254.295 $+254.295 $
EQUINOR ASAEQNR253.172 $+253.172 $
CYTOKINETICS INCCYTK253.017 $+34.166 $218.851 $+218.851 $
PPL CorpPPL251.351 $+251.351 $
SBA COMMUNICATIONS CORPSBAC250.492 $+28.912 $221.580 $+221.580 $
Ascendis Pharma A/SASND248.425 $+18.401 $230.024 $+230.024 $
CVS HEALTH CorpCVS247.506 $+247.506 $
SYSCO CORPSYY241.680 $+241.680 $
KINROSS GOLD CORPKGC239.778 $+239.778 $
YUM BRANDS INCYUM213.154 $-25.030 $238.184 $+238.184 $
BOEING COBA237.530 $+237.530 $
CAMECO CORPCCJ234.557 $+234.557 $
SYNOPSYS INCSNPS230.907 $+230.907 $
Nebius Group N.V.NBIS229.817 $+229.817 $
BARRICK MINING CORPB220.102 $+220.102 $
SHERWIN WILLIAMS COSHW208.103 $+208.103 $
LINDE PLCLIN206.150 $+206.150 $
NASDAQ, INC.NDAQ200.088 $+200.088 $
888.045.841 $+25.139.187 $867.237.417 $+867.237.417 $
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