Investments: River Wealth Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
855.613.663 $+35.767.777 $820.363.313 $+48.678.297 $772.164.640 $+84.436.500 $687.728.140 $+687.728.140 $
BANK OF AMERICA CORP /DE/BAC438.294.294 $+11.287.469 $427.006.825 $+14.551.067 $412.455.758 $+36.752.707 $375.703.051 $+375.703.051 $
APPFOLIO INCAPPF50.553.320 $+3.189.002 $47.364.318 $+8.873.996 $38.490.322 $-903.182 $39.393.504 $+39.393.504 $
MICROSOFT CORPMSFT39.237.445 $-3.188.547 $42.425.992 $+1.766.297 $40.659.695 $+10.745.060 $29.914.635 $+29.914.635 $
NVIDIA CORPNVDA40.430.070 $-468.759 $40.898.829 $+5.503.286 $35.395.543 $+11.998.195 $23.397.348 $+23.397.348 $
ALPHA PRO TECH LTDAPT40.264.027 $+8.272.437 $31.991.590 $+8.823.973 $23.167.617 $+3.492.167 $19.675.450 $+19.675.450 $
JPMORGAN CHASE & COJPM22.230.757 $+897.035 $21.333.722 $+1.834.312 $19.499.410 $+3.291.498 $16.207.912 $+16.207.912 $
AMAZON COM INCAMZN19.928.201 $+1.734.072 $18.194.129 $+519.512 $17.674.617 $+3.131.800 $14.542.817 $+14.542.817 $
Accenture plcACN18.079.393 $+3.309.288 $14.770.105 $-2.099.244 $16.869.349 $+486.748 $16.382.601 $+16.382.601 $
ELI LILLY & CoLLY13.612.246 $+4.214.793 $9.397.453 $+742.365 $8.655.088 $+432.792 $8.222.296 $+8.222.296 $
Eaton Corp plcETN11.643.245 $-760.922 $12.404.167 $+651.059 $11.753.108 $+3.110.745 $8.642.363 $+8.642.363 $
BlackRock, Inc.BLK10.461.071 $+186.477 $10.274.594 $+969.970 $9.304.624 $+1.026.130 $8.278.494 $+8.278.494 $
ORACLE CORPORCL6.864.372 $-3.199.089 $10.063.461 $+2.195.150 $7.868.311 $+3.025.350 $4.842.961 $+4.842.961 $
CHIPOTLE MEXICAN GRILL INCCMG7.956.480 $+850.666 $7.105.814 $-2.606.284 $9.712.098 $+1.755.771 $7.956.327 $+7.956.327 $
LAM RESEARCH CORPLRCX9.236.702 $+1.507.458 $7.729.244 $+2.094.231 $5.635.013 $+1.260.581 $4.374.432 $+4.374.432 $
PEPSICO INCPEP8.787.478 $+1.517.621 $7.269.857 $+610.537 $6.659.320 $-759.590 $7.418.910 $+7.418.910 $
STRYKER CORPSYK7.911.042 $+648.017 $7.263.025 $-550.354 $7.813.379 $+431.302 $7.382.077 $+7.382.077 $
Walmart Inc.WMT7.081.181 $+1.349.947 $5.731.234 $+4.255.225 $1.476.009 $+616.351 $859.658 $+859.658 $
Trane Technologies plcTT5.604.480 $-836.318 $6.440.798 $-311.063 $6.751.861 $+1.480.073 $5.271.788 $+5.271.788 $
UNITEDHEALTH GROUP INCUNH346.286 $-258.680 $604.966 $-2.897.461 $3.502.427 $-3.060.980 $6.563.407 $+6.563.407 $
Mastercard IncMA6.334.144 $-20.707 $6.354.851 $-12.033 $6.366.884 $+113.829 $6.253.055 $+6.253.055 $
Constellation Energy CorpCEG6.250.371 $+817.512 $5.432.859 $+294.303 $5.138.556 $+2.079.311 $3.059.245 $+3.059.245 $
DEERE & CODE6.037.760 $+128.444 $5.909.316 $-255.678 $6.164.994 $+900.337 $5.264.657 $+5.264.657 $
CHEVRON CORPCVX5.408.636 $+44.046 $5.364.590 $+229.945 $5.134.645 $-967.216 $6.101.861 $+6.101.861 $
TETRA TECH INCTTEK4.890.271 $-80.245 $4.970.516 $-192.295 $5.162.811 $+1.395.900 $3.766.911 $+3.766.911 $
FREEPORT-MCMORAN INCFCX4.619.506 $+1.320.417 $3.299.089 $-143.782 $3.442.871 $+751.883 $2.690.988 $+2.690.988 $
AMGEN INCAMGN4.477.082 $+657.102 $3.819.980 $-2.803 $3.822.783 $-507.583 $4.330.366 $+4.330.366 $
CATERPILLAR INCCAT4.389.569 $+1.416.010 $2.973.559 $+554.266 $2.419.293 $+411.827 $2.007.466 $+2.007.466 $
TE Connectivity plcTEL3.954.090 $-359.812 $4.313.902 $+942.926 $3.370.976 $+514.527 $2.856.449 $+2.856.449 $
EXXON MOBIL CORPXOM4.127.346 $+351.227 $3.776.119 $+12.803 $3.763.316 $-296.481 $4.059.797 $+4.059.797 $
CAMECO CORPCCJ3.998.031 $+824.181 $3.173.850 $+877.248 $2.296.602 $+1.535.553 $761.049 $+761.049 $
RTX CorpRTX3.753.420 $+247.436 $3.505.984 $+443.764 $3.062.220 $+314.213 $2.748.007 $+2.748.007 $
Parker-Hannifin CorpPH3.516.069 $+341.497 $3.174.572 $+238.720 $2.935.852 $+374.213 $2.561.639 $+2.561.639 $
AbbVie Inc.ABBV3.398.085 $-102.688 $3.500.773 $+667.681 $2.833.092 $-365.643 $3.198.735 $+3.198.735 $
JOHNSON & JOHNSONJNJ2.913.957 $+633.826 $2.280.131 $+398.527 $1.881.604 $-186.645 $2.068.249 $+2.068.249 $
GOLDMAN SACHS GROUP INCGS2.872.485 $+273.994 $2.598.491 $+255.838 $2.342.653 $+531.701 $1.810.952 $+1.810.952 $
LINDE PLCLIN2.440.230 $-368.445 $2.808.675 $+16.584 $2.792.091 $-31.085 $2.823.176 $+2.823.176 $
CONOCOPHILLIPSCOP1.488.364 $-272.741 $1.761.105 $-122.467 $1.883.572 $-626.047 $2.509.619 $+2.509.619 $
Phillips 66PSX1.743.679 $-292.576 $2.036.255 $+145.046 $1.891.209 $-494.984 $2.386.193 $+2.386.193 $
FIFTH THIRD BANCORPFITB477.041 $-1.878.713 $2.355.754 $+128.857 $2.226.897 $+29.546 $2.197.351 $+2.197.351 $
PROCTER & GAMBLE CoPG1.641.713 $-205.088 $1.846.801 $-148.470 $1.995.271 $-180.025 $2.175.296 $+2.175.296 $
BERKSHIRE HATHAWAY INCBRK-B1.845.229 $+147.978 $1.697.251 $-202.597 $1.899.848 $+94.934 $1.804.914 $+1.804.914 $
FEDEX CORPFDX608.248 $+112.178 $496.070 $-578.631 $1.074.701 $-405.022 $1.479.723 $+1.479.723 $
Allegion plcALLE1.086.072 $-131.472 $1.217.544 $+225.536 $992.008 $+72.629 $919.379 $+919.379 $
MCKESSON CORPMCK1.134.462 $+76.082 $1.058.380 $+46.410 $1.011.970 $+75.840 $936.130 $+936.130 $
ROYAL BANK OF CANADARY1.102.900 $+146.498 $956.402 $+89.224 $867.178 $+124.127 $743.051 $+743.051 $
COLGATE PALMOLIVE COCL720.288 $-152.997 $873.285 $-138.183 $1.011.468 $-58.329 $1.069.797 $+1.069.797 $
UNILEVER PLCUL813.314 $-112.444 $925.758 $-61.080 $986.838 $+112 $986.726 $+986.726 $
NETFLIX INCNFLX629.130 $-170.550 $799.680 $-101.555 $901.235 $+313.741 $587.494 $+587.494 $
BOEING COBA827.545 $+827.545 $
HERSHEY COHSY746.695 $-41.852 $788.547 $+88.951 $699.596 $-21.415 $721.011 $+721.011 $
GENERAL DYNAMICS CORPGD754.641 $+8.344 $746.297 $+107.983 $638.314 $+33.581 $604.733 $+604.733 $
Walt Disney CoDIS646.224 $+5.025 $641.199 $-54.588 $695.787 $+119.998 $575.789 $+575.789 $
MCDONALDS CORPMCD358.504 $-255.050 $613.554 $+20.156 $593.398 $-72.263 $665.661 $+665.661 $
Avery Dennison CorpAVY255.178 $-309.336 $564.514 $-60.335 $624.849 $-24.030 $648.879 $+648.879 $
COCA COLA COKO559.630 $+31.656 $527.974 $-92.433 $620.407 $+20.804 $599.603 $+599.603 $
SOUTHERN COSO561.653 $-50.180 $611.833 $+19.165 $592.668 $-4.637 $597.305 $+597.305 $
NEXTERA ENERGY INCNEE553.914 $+186.004 $367.910 $+30.416 $337.494 $-11.684 $349.178 $+349.178 $
MORGAN STANLEYMS503.653 $+52.683 $450.970 $+40.081 $410.889 $+125.630 $285.259 $+285.259 $
SCHWAB CHARLES CORPSCHW435.025 $-56.497 $491.522 $-3.035 $494.557 $+100.869 $393.688 $+393.688 $
BROWN & BROWN, INC.BRO214.712 $-143.473 $358.185 $-64.674 $422.859 $-51.603 $474.462 $+474.462 $
PPL CorpPPL464.712 $+220.990 $243.722 $-1.359 $245.081 $-44.940 $290.021 $+290.021 $
INTUITIVE SURGICAL INCISRG453.088 $+453.088 $
PRICE T ROWE GROUP INCTROW360.444 $-15.285 $375.729 $+22.476 $353.253 $-47 $353.300 $+353.300 $
CUMMINS INCCMI339.960 $+58.661 $281.299 $+63.184 $218.115 $-9.443 $227.558 $+227.558 $
QUEST DIAGNOSTICS INCDGX298.926 $-29.371 $328.297 $+19.582 $308.715 $+17.925 $290.790 $+290.790 $
SYNOPSYS INCSNPS315.277 $+19.460 $295.817 $+48.370 $247.447 $+247.447 $
PAYCHEX INCPAYX305.467 $+305.467 $
AT&T INC.T303.262 $+303.262 $
LOCKHEED MARTIN CORPLMT291.170 $+61.034 $230.136 $+16.628 $213.508 $+213.508 $
Aon plcAON246.311 $-9.714 $256.025 $-129 $256.154 $-30.792 $286.946 $+286.946 $
MCCORMICK & CO INCMKC225.944 $-35.802 $261.746 $+261.746 $
NUCOR CORPNUE257.629 $+44.397 $213.232 $-6.660 $219.892 $+15.617 $204.275 $+204.275 $
WATSCO INCWSO202.150 $-18.660 $220.810 $-33.340 $254.150 $+254.150 $
CARDINAL HEALTH INCCAH253.680 $+45.647 $208.033 $+208.033 $
PALATIN TECHNOLOGIES INCPTNT236.586 $+236.586 $
EMERSON ELECTRIC COEMR225.251 $+21.975 $203.276 $-2.590 $205.866 $+205.866 $
VERIZON COMMUNICATIONS INCVZ219.901 $+219.901 $
855.613.663 $+35.767.777 $820.363.313 $+48.678.297 $772.164.640 $+84.436.500 $687.728.140 $+687.728.140 $
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