Investments: Fragasso Financial Advisors Inc

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. ($)
1.434.225.081 $+40.954.351 $1.394.175.281 $+106.072.072 $1.290.004.664 $+110.690.458 $1.181.261.511 $+1.181.261.511 $
BANK OF AMERICA CORP /DE/BAC1.115.870.268 $+35.973.732 $1.079.896.536 $+86.717.487 $993.179.049 $+101.662.683 $891.516.366 $+891.516.366 $
APPFOLIO INCAPPF70.260.331 $+2.730.629 $67.529.702 $+12.542.531 $54.987.171 $-5.162.654 $60.149.825 $+60.149.825 $
MORGAN STANLEYMS31.379.622 $+117.878 $31.261.744 $+635.264 $30.626.480 $+2.248.633 $28.377.847 $+28.377.847 $
MICROSOFT CORPMSFT23.557.477 $-2.025.543 $25.583.020 $-333.213 $25.916.233 $+4.554.221 $21.362.012 $+21.362.012 $
ALPHA PRO TECH LTDAPT21.500.102 $+3.908.747 $17.591.355 $+3.135.056 $14.456.299 $+1.674.517 $12.781.782 $+12.781.782 $
NVIDIA CORPNVDA19.273.360 $-828.022 $20.101.382 $+1.978.365 $18.123.017 $+5.010.004 $13.113.013 $+13.113.013 $
BlackRock, Inc.BLK17.247.205 $-78.834 $17.326.039 $-1.577.326 $18.903.365 $-504.650 $19.408.015 $+19.408.015 $
BERKSHIRE HATHAWAY INCBRK-B12.195.169 $-134.305 $12.329.474 $+231.979 $12.097.495 $-2.124.521 $14.222.016 $+14.222.016 $
AMAZON COM INCAMZN13.397.057 $+468.984 $12.928.073 $-767.818 $13.695.891 $+1.734.816 $11.961.075 $+11.961.075 $
JPMORGAN CHASE & COJPM6.991.110 $+102.856 $6.888.254 $-170.444 $7.058.698 $+1.464.706 $5.593.992 $+5.593.992 $
Parker-Hannifin CorpPH6.902.101 $+818.464 $6.083.637 $+131.692 $5.951.945 $+620.289 $5.331.656 $+5.331.656 $
BARCLAYS PLCBCS6.632.651 $-3.431 $6.636.082 $+298.049 $6.338.033 $+9.760 $6.328.273 $+6.328.273 $
AMGEN INCAMGN3.766.954 $+360.015 $3.406.939 $-1.475.337 $4.882.276 $-918.664 $5.800.940 $+5.800.940 $
EXXON MOBIL CORPXOM5.468.771 $+359.335 $5.109.436 $+306.998 $4.802.438 $-753.901 $5.556.339 $+5.556.339 $
JOHNSON & JOHNSONJNJ5.407.087 $+389.949 $5.017.138 $+793.959 $4.223.179 $-393.438 $4.616.617 $+4.616.617 $
AbbVie Inc.ABBV4.590.969 $-358.017 $4.948.986 $+972.219 $3.976.767 $-451.088 $4.427.855 $+4.427.855 $
ELI LILLY & CoLLY4.855.928 $+934.030 $3.921.898 $+219.337 $3.702.561 $-263.758 $3.966.319 $+3.966.319 $
UNITEDHEALTH GROUP INCUNH2.501.086 $-433.735 $2.934.821 $+350.178 $2.584.643 $-2.093.224 $4.677.867 $+4.677.867 $
Booking Holdings Inc.BKNG3.756.311 $-73.512 $3.829.823 $-660.148 $4.489.971 $+315.767 $4.174.204 $+4.174.204 $
NETFLIX INCNFLX2.582.361 $-503.951 $3.086.312 $-856.119 $3.942.431 $-274.470 $4.216.901 $+4.216.901 $
ORACLE CORPORCL2.775.250 $-1.379.479 $4.154.729 $+83.348 $4.071.381 $+1.399.201 $2.672.180 $+2.672.180 $
PROCTER & GAMBLE CoPG2.745.543 $-395.818 $3.141.361 $-303.862 $3.445.223 $-394.177 $3.839.400 $+3.839.400 $
GOLDMAN SACHS GROUP INCGS3.481.902 $+55.830 $3.426.072 $-236.538 $3.662.610 $+603.031 $3.059.579 $+3.059.579 $
PEPSICO INCPEP2.557.308 $-104.229 $2.661.537 $-15.845 $2.677.382 $-545.390 $3.222.772 $+3.222.772 $
Walmart Inc.WMT3.095.741 $+304.645 $2.791.096 $+176.305 $2.614.791 $+284.946 $2.329.845 $+2.329.845 $
STARBUCKS CORPSBUX2.020.422 $-293.033 $2.313.455 $-535.645 $2.849.100 $-17.422 $2.866.522 $+2.866.522 $
PAYCHEX INCPAYX922.833 $-645.582 $1.568.415 $-305.158 $1.873.573 $-279.822 $2.153.395 $+2.153.395 $
HERSHEY COHSY1.511.803 $-287.762 $1.799.565 $+82.464 $1.717.101 $-426.076 $2.143.177 $+2.143.177 $
PALATIN TECHNOLOGIES INCPTNT2.055.501 $+3.756 $2.051.745 $+465.934 $1.585.811 $+666.273 $919.538 $+919.538 $
NICOLET BANKSHARES INCNIC1.275.892 $-750.632 $2.026.524 $+1.794.121 $232.403 $+28.586 $203.817 $+203.817 $
NVR INCNVR1.801.314 $-218.652 $2.019.966 $+195.708 $1.824.258 $+34.894 $1.789.364 $+1.789.364 $
COPART INCCPRT1.143.689 $-629.179 $1.772.868 $+64.545 $1.708.323 $-293.775 $2.002.098 $+2.002.098 $
RESMED INCRMD1.437.634 $-236.390 $1.674.024 $-156.773 $1.830.797 $+93.689 $1.737.108 $+1.737.108 $
COLGATE PALMOLIVE COCL1.278.423 $-129.438 $1.407.861 $-257.897 $1.665.758 $-144.246 $1.810.004 $+1.810.004 $
Zoetis Inc.ZTS1.148.287 $-394.269 $1.542.556 $-72.625 $1.615.181 $+5.221 $1.609.960 $+1.609.960 $
SPS COMMERCE INCSPSC1.593.563 $+156.565 $1.436.998 $+212.191 $1.224.807 $+67.060 $1.157.747 $+1.157.747 $
MCDONALDS CORPMCD1.513.798 $+63.351 $1.450.447 $+60.751 $1.389.696 $-101.679 $1.491.375 $+1.491.375 $
ASTRAZENECA PLCAZN1.227.442 $-94.897 $1.322.339 $+1.322.339 $
MANHATTAN ASSOCIATES INCMANH1.290.705 $+1.290.705 $
JONES LANG LASALLE INCJLL1.234.172 $+151.488 $1.082.684 $+150.110 $932.574 $+27.393 $905.181 $+905.181 $
NEXTERA ENERGY INCNEE1.214.430 $+31.597 $1.182.833 $+157.608 $1.025.225 $-161.702 $1.186.927 $+1.186.927 $
ADVANCED MICRO DEVICES INCAMD1.163.745 $+258.883 $904.862 $+106.249 $798.613 $+568.475 $230.138 $+230.138 $
FIFTH THIRD BANCORPFITB945.130 $+40.552 $904.578 $-42.732 $947.310 $-150.560 $1.097.870 $+1.097.870 $
Mastercard IncMA1.094.353 $+27.250 $1.067.103 $+64.099 $1.003.004 $+72.652 $930.352 $+930.352 $
Walt Disney CoDIS826.186 $-18.227 $844.413 $-149.256 $993.669 $+25.458 $968.211 $+968.211 $
MICRON TECHNOLOGY INCMU974.382 $+354.750 $619.632 $+619.632 $
abrdn Gold ETF TrustSGOL635.220 $+62.470 $572.750 $-310.559 $883.309 $+94.600 $788.709 $+788.709 $
ATI INCATI841.191 $+245.409 $595.782 $-37.090 $632.872 $+251.856 $381.016 $+381.016 $
KLA CORPKLAC763.931 $+68.914 $695.017 $+145.151 $549.866 $+110.239 $439.627 $+439.627 $
VERIZON COMMUNICATIONS INCVZ653.573 $+23.169 $630.404 $+1.534 $628.870 $-61.227 $690.097 $+690.097 $
CATERPILLAR INCCAT636.675 $+120.819 $515.856 $+131.963 $383.893 $+85.568 $298.325 $+298.325 $
PFIZER INCPFE579.079 $-57.390 $636.469 $+92.044 $544.425 $-12.536 $556.961 $+556.961 $
GENERAL ELECTRIC COGE618.492 $+28.406 $590.086 $+263.268 $326.818 $+105.801 $221.017 $+221.017 $
DEERE & CODE466.907 $-8.778 $475.685 $-122.090 $597.775 $+90.692 $507.083 $+507.083 $
AMERICAN EXPRESS COAXP593.705 $+60.787 $532.918 $+27.281 $505.637 $+106.246 $399.391 $+399.391 $
COCA COLA COKO591.189 $+87.024 $504.165 $-85.922 $590.087 $+49.750 $540.337 $+540.337 $
CSX CORPCSX554.521 $+8.338 $546.183 $+48.385 $497.798 $+53.753 $444.045 $+444.045 $
INTUITIVE SURGICAL INCISRG549.369 $+164.419 $384.950 $-75.862 $460.812 $+111.647 $349.165 $+349.165 $
CONOCOPHILLIPSCOP533.546 $+217.409 $316.137 $+27.258 $288.879 $-5.786 $294.665 $+294.665 $
CINTAS CORPCTAS499.459 $+499.459 $
COMCAST CORPCMCSA381.792 $-11.253 $393.045 $-78.191 $471.236 $+20.118 $451.118 $+451.118 $
AT&T INC.T378.944 $-14.536 $393.480 $-61.351 $454.831 $+74.678 $380.153 $+380.153 $
Bank of New York Mellon CorpBK449.364 $+131.686 $317.678 $+48.044 $269.634 $+269.634 $
Eaton Corp plcETN380.791 $-65.695 $446.486 $+23.617 $422.869 $+111.477 $311.392 $+311.392 $
3M COMMM438.204 $+30.431 $407.773 $+26.312 $381.461 $+29.570 $351.891 $+351.891 $
INTEL CORPINTC413.483 $+75.844 $337.639 $+337.639 $
LAM RESEARCH CORPLRCX390.895 $+62.924 $327.971 $+17.845 $310.126 $+310.126 $
RTX CorpRTX383.337 $+51.276 $332.061 $+12.620 $319.441 $+319.441 $
CHEVRON CORPCVX382.885 $+31.238 $351.647 $+98.487 $253.160 $-105.196 $358.356 $+358.356 $
ANALOG DEVICES INCADI372.050 $+49.384 $322.666 $+33.301 $289.365 $+11.672 $277.693 $+277.693 $
APi Group CorpAPG349.276 $+33.240 $316.036 $+5.090 $310.946 $+310.946 $
YUM BRANDS INCYUM304.673 $+304.673 $
FISERV INCFISV222.754 $-70.067 $292.821 $+292.821 $
RAYMOND JAMES FINANCIAL INCRJF292.599 $+292.599 $
Palo Alto Networks IncPANW290.483 $+290.483 $
BALL CorpBALL209.800 $+3.748 $206.052 $-31.853 $237.905 $-47.623 $285.528 $+285.528 $
Aon plcAON244.546 $-15.214 $259.760 $+14.666 $245.094 $-27.085 $272.179 $+272.179 $
CENTENE CORPCNC261.920 $+33.938 $227.982 $-13.835 $241.817 $-27.310 $269.127 $+269.127 $
LINDE PLCLIN261.914 $+29.608 $232.306 $+232.306 $
NATIONAL FUEL GAS CONFG224.912 $-21.476 $246.388 $+12.139 $234.249 $+16.702 $217.547 $+217.547 $
CITIGROUP INCC243.435 $+243.435 $
TARGET CORPTGT241.306 $+241.306 $
Unum GroupUNM238.419 $-833 $239.252 $+239.252 $
Duke Energy CORPDUK205.734 $-25.778 $231.512 $+24.885 $206.627 $+206.627 $
LOCKHEED MARTIN CORPLMT219.492 $-10.766 $230.258 $+3.740 $226.518 $+6.706 $219.812 $+219.812 $
ASML HOLDING NVASML226.810 $+23.463 $203.347 $+203.347 $
ISHARES GOLD TRUSTIAU225.653 $+22.101 $203.552 $+203.552 $
SOUTHERN COSO222.488 $+222.488 $
Constellation Energy CorpCEG221.864 $+9.455 $212.409 $+212.409 $
EQT CorpEQT214.144 $-6.854 $220.998 $+220.998 $
DARDEN RESTAURANTS INCDRI212.840 $+11.604 $201.236 $+201.236 $
BOEING COBA206.005 $-6.334 $212.339 $+212.339 $
EMERSON ELECTRIC COEMR208.543 $+208.543 $
BECTON DICKINSON & COBDX208.177 $+208.177 $
FMC CORPFMC207.117 $+207.117 $
WIPRO LTDWIT59.518 $+8.907 $50.611 $+5.897 $44.714 $+864 $43.850 $+43.850 $
1.434.225.081 $+40.954.351 $1.394.175.281 $+106.072.072 $1.290.004.664 $+110.690.458 $1.181.261.511 $+1.181.261.511 $
Erweiterte Einstellungen ×