Investments: Private Advisory Group 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. ($)
1.228.578.111 $+44.284.152 $1.188.673.453 $+125.989.878 $1.053.392.362 $+245.231.175 $835.895.543 $+835.895.543 $
BANK OF AMERICA CORP /DE/BAC559.121.455 $+25.106.098 $534.015.357 $+94.403.272 $439.612.085 $+40.263.719 $399.348.366 $+399.348.366 $
MICROSOFT CORPMSFT76.405.469 $-32.390.767 $108.796.236 $+40.581.321 $68.214.915 $+13.909.892 $54.305.023 $+54.305.023 $
NVIDIA CORPNVDA70.115.336 $+1.677.161 $68.438.175 $-8.393.372 $76.831.547 $+28.375.329 $48.456.218 $+48.456.218 $
APPFOLIO INCAPPF63.054.117 $+1.803.253 $61.250.864 $+2.922.314 $58.328.550 $+6.335.673 $51.992.877 $+51.992.877 $
BlackRock, Inc.BLK58.912.480 $+12.372.159 $46.540.321 $-12.260.130 $58.800.451 $+26.635.532 $32.164.919 $+32.164.919 $
ALPHA PRO TECH LTDAPT46.016.673 $+5.738.743 $40.277.930 $+4.761.373 $35.516.557 $+5.510.505 $30.006.052 $+30.006.052 $
AMAZON COM INCAMZN45.735.598 $+3.867.551 $41.868.047 $-1.631.987 $43.500.034 $+7.541.453 $35.958.581 $+35.958.581 $
NETFLIX INCNFLX19.152.261 $-4.447.280 $23.599.541 $-9.352.600 $32.952.141 $+11.158.915 $21.793.226 $+21.793.226 $
ELI LILLY & CoLLY17.562.467 $+1.782.068 $15.780.399 $+1.826.778 $13.953.621 $-15.186.171 $29.139.792 $+29.139.792 $
MICRON TECHNOLOGY INCMU21.274.461 $+9.986.385 $11.288.076 $+1.627.001 $9.661.075 $+9.661.075 $
BERKSHIRE HATHAWAY INCBRK-B18.047.146 $+879.078 $17.168.068 $+3.693.294 $13.474.774 $-2.572.927 $16.047.701 $+16.047.701 $
ASML HOLDING NVASML17.462.255 $+2.174.178 $15.288.077 $+3.030.817 $12.257.260 $+2.398.651 $9.858.609 $+9.858.609 $
EXXON MOBIL CORPXOM16.545.156 $+1.724.407 $14.820.749 $+4.414.599 $10.406.150 $+10.173.523 $232.627 $+232.627 $
Constellation Energy CorpCEG14.920.718 $+2.121.540 $12.799.178 $+1.656.212 $11.142.966 $+3.460.913 $7.682.053 $+7.682.053 $
ORACLE CORPORCL993.082 $-11.317.378 $12.310.460 $-2.291.199 $14.601.659 $+1.213.303 $13.388.356 $+13.388.356 $
JPMORGAN CHASE & COJPM14.166.725 $+673.260 $13.493.465 $+665.527 $12.827.938 $+6.631.660 $6.196.278 $+6.196.278 $
INTEL CORPINTC14.082.147 $+1.432.790 $12.649.357 $+12.419.850 $229.507 $+229.507 $
ADVANCED MICRO DEVICES INCAMD13.782.781 $+3.516.655 $10.266.126 $-2.155.573 $12.421.699 $+3.754.203 $8.667.496 $+8.667.496 $
HALLIBURTON COHAL13.422.737 $+1.891.758 $11.530.979 $+4.461.361 $7.069.618 $+7.069.618 $
AMERICAN EXPRESS COAXP13.402.298 $+2.077.275 $11.325.023 $+1.210.247 $10.114.776 $+10.114.776 $
UNITEDHEALTH GROUP INCUNH480.279 $+213.017 $267.262 $-12.796.482 $13.063.744 $+13.063.744 $
Vertiv Holdings CoVRT12.551.725 $+1.408.300 $11.143.425 $+919.164 $10.224.261 $+4.230.506 $5.993.755 $+5.993.755 $
MORGAN STANLEYMS8.246.632 $-3.922.278 $12.168.910 $+7.762.552 $4.406.358 $-759.720 $5.166.078 $+5.166.078 $
GOLDMAN SACHS GROUP INCGS11.217.798 $+1.433.046 $9.784.752 $+97.070 $9.687.682 $+9.368.649 $319.033 $+319.033 $
TARGET CORPTGT9.929.641 $-512.336 $10.441.977 $+614.069 $9.827.908 $+9.827.908 $
VERIZON COMMUNICATIONS INCVZ10.395.787 $+999.083 $9.396.704 $+9.396.704 $
JBS N.V.JBS10.260.191 $+546.912 $9.713.279 $+1.478.805 $8.234.474 $+8.234.474 $
PROCTER & GAMBLE CoPG330.043 $-9.175.106 $9.505.149 $+435.380 $9.069.769 $-556.746 $9.626.515 $+9.626.515 $
FISERV INCFISV9.283.297 $+9.283.297 $
BOEING COBA9.042.397 $+383.297 $8.659.100 $+286.700 $8.372.400 $+4.297.790 $4.074.610 $+4.074.610 $
RHRH263.499 $-7.370.048 $7.633.547 $+7.633.547 $
SCHWAB CHARLES CORPSCHW7.459.849 $+7.459.849 $
Mastercard IncMA1.359.836 $+671.007 $688.829 $+39.788 $649.041 $-6.779.081 $7.428.122 $+7.428.122 $
JOHNSON & JOHNSONJNJ205.348 $-36.275 $241.623 $-6.833.443 $7.075.066 $+7.075.066 $
V F CORPVFC149.134 $-5.986.939 $6.136.073 $+6.136.073 $
CITIGROUP INCC295.926 $+4.778 $291.148 $-4.648.407 $4.939.555 $+4.939.555 $
FIRST TRUST ADVISORS LP833.632 $-408.798 $1.242.430 $-2.773.759 $4.016.189 $+4.016.189 $
FLOW TRADERS U.S. LLC3.192.816 $+468.874 $2.723.942 $+1.562.143 $1.161.799 $-61.470 $1.223.269 $+1.223.269 $
LAM RESEARCH CORPLRCX3.037.760 $+2.784.153 $253.607 $+253.607 $
Roblox CorpRBLX2.133.624 $-856.013 $2.989.637 $+2.989.637 $
PALATIN TECHNOLOGIES INCPTNT1.408.669 $-1.405.707 $2.814.376 $+187.707 $2.626.669 $+258.454 $2.368.215 $+2.368.215 $
KB HOMEKBH2.716.819 $+2.716.819 $
ALBEMARLE CORPALB2.570.106 $+2.570.106 $
Strategy IncMSTR2.421.735 $+2.421.735 $
GENERAL ELECTRIC COGE1.981.613 $-17.939 $1.999.552 $-36.509 $2.036.061 $+355.932 $1.680.129 $+1.680.129 $
QuantumScape CorpQS1.861.508 $+1.861.508 $
Fox CorpFOXA1.681.560 $+152.229 $1.529.331 $+198.717 $1.330.614 $+1.330.614 $
AppLovin CorpAPP1.631.318 $+784.159 $847.159 $+637.111 $210.048 $-588.042 $798.090 $+798.090 $
CAMECO CORPCCJ874.278 $-25.037 $899.315 $-682.875 $1.582.190 $+1.582.190 $
3M COMMM1.316.876 $+1.316.876 $
WESTERN DIGITAL CORPWDC1.253.953 $+1.253.953 $
MICROCHIP TECHNOLOGY INCMCHP1.246.703 $+1.246.703 $
AGNICO EAGLE MINES LTDAEM942.078 $-77.373 $1.019.451 $+17.118 $1.002.333 $+1.002.333 $
Walmart Inc.WMT991.349 $+532.270 $459.079 $+127.605 $331.474 $-811 $332.285 $+332.285 $
FAIR ISAAC CORPFICO969.298 $+969.298 $
INCYTE CORPINCY956.489 $+956.489 $
STARBUCKS CORPSBUX704.248 $-3.516 $707.764 $-49.466 $757.230 $-83.009 $840.239 $+840.239 $
RALPH LAUREN CORPRL658.247 $+658.247 $
COLGATE PALMOLIVE COCL554.325 $+283.089 $271.236 $-12.827 $284.063 $+284.063 $
NICOLET BANKSHARES INCNIC473.748 $-37.861 $511.609 $+2.465 $509.144 $+52.278 $456.866 $+456.866 $
COCA COLA COKO505.799 $+41.161 $464.638 $-19.080 $483.718 $+483.718 $
ISHARES GOLD TRUSTIAU478.903 $+66.515 $412.388 $+93.604 $318.784 $+164 $318.620 $+318.620 $
INSMED IncINSM478.610 $+478.610 $
AbbVie Inc.ABBV445.161 $-31.011 $476.172 $+186.048 $290.124 $-103.355 $393.479 $+393.479 $
Talen Energy CorpTLN424.529 $+424.529 $
Viking Holdings LtdVIK413.107 $+413.107 $
INTUITIVE SURGICAL INCISRG218.049 $-119.952 $338.001 $-54.253 $392.254 $+392.254 $
RTX CorpRTX379.878 $+379.878 $
BOSTON SCIENTIFIC CORPBSX233.531 $-1.482 $235.013 $-142.883 $377.896 $+377.896 $
ALAMO GROUP INCALG248.951 $-68.516 $317.467 $-45.699 $363.166 $+66.803 $296.363 $+296.363 $
CATERPILLAR INCCAT344.120 $+45.095 $299.025 $+299.025 $
GENERAL DYNAMICS CORPGD333.985 $+333.985 $
HEICO CORPHEI317.442 $+756 $316.686 $-5.082 $321.768 $+59.655 $262.113 $+262.113 $
STRYKER CORPSYK312.200 $+312.200 $
SAP SESAP274.974 $-26.172 $301.146 $+8.298 $292.848 $+31.924 $260.924 $+260.924 $
COMCAST CORPCMCSA286.047 $+286.047 $
CSX CORPCSX283.185 $+283.185 $
PEPSICO INCPEP275.271 $+275.271 $
RIO TINTO PLCRIO274.103 $+274.103 $
LINDE PLCLIN266.475 $+26.724 $239.751 $-11.229 $250.980 $+250.980 $
DELTA AIR LINES, INC.DAL257.019 $+257.019 $
AT&T INC.T252.474 $+252.474 $
GARMIN LTDGRMN242.317 $+242.317 $
ENBRIDGE INCENB237.524 $+237.524 $
BP PLCBP224.321 $+224.321 $
ARES CAPITAL CORPARCC223.359 $+223.359 $
Palo Alto Networks IncPANW214.961 $+214.961 $
REALTY INCOME CORPO208.231 $+208.231 $
ANALOG DEVICES INCADI207.468 $+3.291 $204.177 $+204.177 $
CINTAS CORPCTAS201.474 $+201.474 $
LEGGETT & PLATT INCLEG193.853 $+193.853 $
MIZUHO FINANCIAL GROUP INCMFG83.931 $+7.109 $76.822 $+13.071 $63.751 $+573 $63.178 $+63.178 $
1.228.578.111 $+44.284.152 $1.188.673.453 $+125.989.878 $1.053.392.362 $+245.231.175 $835.895.543 $+835.895.543 $
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