Investments: Evanson Asset Management, 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. ($)
666.387.606 $-14.768.648 $684.617.566 $+52.127.228 $634.973.475 $+32.723.283 $602.539.075 $+602.539.075 $
BANK OF AMERICA CORP /DE/BAC393.578.076 $-10.141.568 $403.719.644 $+17.246.142 $386.473.502 $+33.077.107 $353.396.395 $+353.396.395 $
ALPHA PRO TECH LTDAPT99.449.581 $+6.415.014 $93.034.567 $+25.899.660 $67.134.907 $+8.838.870 $58.296.037 $+58.296.037 $
APPFOLIO INCAPPF73.514.368 $-4.061.772 $77.576.140 $+6.421.667 $71.154.473 $-22.722.297 $93.876.770 $+93.876.770 $
MICROSOFT CORPMSFT13.605.393 $-1.139.738 $14.745.131 $+620.083 $14.125.048 $+3.868.774 $10.256.274 $+10.256.274 $
NVIDIA CORPNVDA10.808.047 $-3.771.670 $14.579.717 $+2.480.892 $12.098.825 $+4.142.089 $7.956.736 $+7.956.736 $
BERKSHIRE HATHAWAY INCBRK-B11.705.269 $-1.283.115 $12.988.384 $-230.112 $13.218.496 $+332.284 $12.886.212 $+12.886.212 $
AMAZON COM INCAMZN7.760.175 $-1.723.279 $9.483.454 $-478.175 $9.961.629 $-2.314.386 $12.276.015 $+12.276.015 $
BlackRock, Inc.BLK9.204.242 $+864.334 $8.339.908 $-364.359 $8.704.267 $+519.673 $8.184.594 $+8.184.594 $
Accenture plcACN4.940.840 $+406.025 $4.534.815 $-955.901 $5.490.716 $-247.051 $5.737.767 $+5.737.767 $
MORGAN STANLEYMS5.411.006 $+460.157 $4.950.849 $+496.433 $4.454.416 $+831.383 $3.623.033 $+3.623.033 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.011.427 $+133.200 $2.878.227 $+83.462 $2.794.765 $+2.794.765 $
ADVANCED MICRO DEVICES INCAMD2.704.841 $+673.406 $2.031.435 $+261.374 $1.770.061 $+474.304 $1.295.757 $+1.295.757 $
JOHNSON & JOHNSONJNJ2.688.389 $+280.021 $2.408.368 $+181.765 $2.226.603 $+74.969 $2.151.634 $+2.151.634 $
CHEVRON CORPCVX2.622.691 $+42.129 $2.580.562 $+309.685 $2.270.877 $-353.481 $2.624.358 $+2.624.358 $
EXXON MOBIL CORPXOM2.489.651 $+29.396 $2.460.255 $+116.581 $2.343.674 $-234.941 $2.578.615 $+2.578.615 $
CORCEPT THERAPEUTICS INCCORT458.177 $-733.620 $1.191.797 $+38.096 $1.153.701 $-1.235.210 $2.388.911 $+2.388.911 $
PROCTER & GAMBLE CoPG1.341.349 $-103.138 $1.444.487 $-245.520 $1.690.007 $+108.821 $1.581.186 $+1.581.186 $
JPMORGAN CHASE & COJPM1.514.253 $+34.748 $1.479.505 $-161.802 $1.641.307 $+561.389 $1.079.918 $+1.079.918 $
ELI LILLY & CoLLY742.604 $-68.465 $811.069 $-775.275 $1.586.344 $+174.402 $1.411.942 $+1.411.942 $
AMERICAN EXPRESS COAXP1.476.136 $+134.265 $1.341.871 $+53.347 $1.288.524 $+215.236 $1.073.288 $+1.073.288 $
Mastercard IncMA1.434.777 $+5.202 $1.429.575 $+23.448 $1.406.127 $+34.581 $1.371.546 $+1.371.546 $
ORACLE CORPORCL968.096 $-440.427 $1.408.523 $+324.284 $1.084.239 $+307.756 $776.483 $+776.483 $
AbbVie Inc.ABBV987.077 $-13.176 $1.000.253 $-82.097 $1.082.350 $+185.395 $896.955 $+896.955 $
NETFLIX INCNFLX693.918 $-180.095 $874.013 $-102.213 $976.226 $+296.412 $679.814 $+679.814 $
MCDONALDS CORPMCD829.237 $-2.981 $832.218 $-99.761 $931.979 $+87.322 $844.657 $+844.657 $
ENBRIDGE INCENB808.710 $-44.468 $853.178 $+80.245 $772.933 $+772.933 $
Walmart Inc.WMT509.832 $-298.795 $808.627 $+41.516 $767.111 $+78.544 $688.567 $+688.567 $
iShares Bitcoin Trust ETFIBIT624.926 $-120.274 $745.200 $+148.096 $597.104 $+237.603 $359.501 $+359.501 $
Strategy IncMSTR273.899 $-306.904 $580.803 $-147.846 $728.649 $+209.025 $519.624 $+519.624 $
CATERPILLAR INCCAT716.088 $+119.650 $596.438 $+111.175 $485.263 $+73.013 $412.250 $+412.250 $
BOEING COBA518.760 $-3.393 $522.153 $-167.049 $689.202 $+78.756 $610.446 $+610.446 $
AGNICO EAGLE MINES LTDAEM686.257 $+8.140 $678.117 $+199.662 $478.455 $+42.322 $436.133 $+436.133 $
ARES CAPITAL CORPARCC673.235 $+673.235 $
UNITEDHEALTH GROUP INCUNH630.169 $+322.443 $307.726 $-24.667 $332.393 $-85.106 $417.499 $+417.499 $
AMGEN INCAMGN539.769 $+42.138 $497.631 $-6.963 $504.594 $-56.426 $561.020 $+561.020 $
PALATIN TECHNOLOGIES INCPTNT536.983 $+34.051 $502.932 $+200.574 $302.358 $+302.358 $
WILLIS TOWERS WATSON PLCWTW392.677 $-13.572 $406.249 $-76.795 $483.044 $-49.565 $532.609 $+532.609 $
AT&T INC.T463.897 $-62.715 $526.612 $+277.208 $249.404 $-254.958 $504.362 $+504.362 $
COMMVAULT SYSTEMS INCCVLT346.119 $-175.103 $521.222 $+22.638 $498.584 $+47.390 $451.194 $+451.194 $
STATE STREET CORPSTT512.815 $+51.675 $461.140 $+38.438 $422.702 $+66.820 $355.882 $+355.882 $
ALAMOS GOLD INCAGI509.256 $+49.104 $460.152 $+183.928 $276.224 $-1.872 $278.096 $+278.096 $
GROUP 1 AUTOMOTIVE INCGPI452.295 $-50.842 $503.137 $+920 $502.217 $+62.974 $439.243 $+439.243 $
HUBSPOT INCHUBS428.187 $-70.956 $499.143 $+499.143 $
STARBUCKS CORPSBUX469.525 $+159.585 $309.940 $+309.940 $
GENERAL DYNAMICS CORPGD295.587 $-6.880 $302.467 $-160.397 $462.864 $+229.263 $233.601 $+233.601 $
APPIAN CORPAPPN458.441 $+62.773 $395.668 $+9.190 $386.478 $+13.590 $372.888 $+372.888 $
ASML HOLDING NVASML448.271 $+42.641 $405.630 $+69.848 $335.782 $+335.782 $
INTEL CORPINTC425.301 $+38.611 $386.690 $+128.871 $257.819 $-3.568 $261.387 $+261.387 $
VERIZON COMMUNICATIONS INCVZ256.178 $-14.238 $270.416 $-132.442 $402.858 $+122.935 $279.923 $+279.923 $
WELLTOWER INC.WELL373.057 $+16.179 $356.878 $+50.102 $306.776 $+2.256 $304.520 $+304.520 $
Walt Disney CoDIS326.059 $-2.092 $328.151 $-36.571 $364.722 $+75.426 $289.296 $+289.296 $
Parker-Hannifin CorpPH363.889 $+50.015 $313.874 $+24.707 $289.167 $+37.517 $251.650 $+251.650 $
PFIZER INCPFE324.311 $-11.307 $335.618 $-22.655 $358.273 $+82.770 $275.503 $+275.503 $
COCA COLA COKO344.906 $+344.906 $
NEXTERA ENERGY INCNEE343.777 $+25.287 $318.490 $+36.689 $281.801 $-5.117 $286.918 $+286.918 $
MERCADOLIBRE INCMELI241.711 $-38.722 $280.433 $-43.657 $324.090 $+324.090 $
FREEPORT-MCMORAN INCFCX223.476 $-66.752 $290.228 $-30.562 $320.790 $+67.128 $253.662 $+253.662 $
PEPSICO INCPEP228.829 $-87.549 $316.378 $+97.550 $218.828 $+218.828 $
CHIPOTLE MEXICAN GRILL INCCMG225.852 $-78.088 $303.940 $+49.375 $254.565 $+254.565 $
INTUITIVE SURGICAL INCISRG284.879 $+59.922 $224.957 $-48.378 $273.335 $+273.335 $
Booking Holdings Inc.BKNG241.274 $-12.967 $254.241 $-29.911 $284.152 $+48.858 $235.294 $+235.294 $
PAYCHEX INCPAYX281.745 $+281.745 $
SYSCO CORPSYY281.450 $+281.450 $
CONOCOPHILLIPSCOP249.751 $-12.074 $261.825 $+13.425 $248.400 $-31.793 $280.193 $+280.193 $
COLGATE PALMOLIVE COCL234.547 $-2.731 $237.278 $-32.531 $269.809 $-8.311 $278.120 $+278.120 $
SOUTHERN COSO242.329 $-21.037 $263.366 $+8.170 $255.196 $-333 $255.529 $+255.529 $
GOLDMAN SACHS GROUP INCGS216.234 $-33.820 $250.054 $+27.820 $222.234 $+5.903 $216.331 $+216.331 $
CONSOLIDATED EDISON INCED218.504 $-2.640 $221.144 $-5.747 $226.891 $-16.407 $243.298 $+243.298 $
DEERE & CODE223.824 $-733 $224.557 $-18.293 $242.850 $+19.446 $223.404 $+223.404 $
FEDEX CORPFDX239.176 $+24.893 $214.283 $+214.283 $
SHERWIN WILLIAMS COSHW209.487 $-20.876 $230.363 $-3.911 $234.274 $+234.274 $
ALIGN TECHNOLOGY INCALGN227.196 $+227.196 $
Palo Alto Networks IncPANW200.778 $-21.168 $221.946 $+16.078 $205.868 $+205.868 $
FLUOR CORPFLR205.080 $+205.080 $
REDWOOD TRUST INCRWT77.420 $-3.640 $81.060 $-1.680 $82.740 $-2.240 $84.980 $+84.980 $
LIGHTBRIDGE CorpLTBR74.600 $+74.600 $
666.387.606 $-14.768.648 $684.617.566 $+52.127.228 $634.973.475 $+32.723.283 $602.539.075 $+602.539.075 $
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