Investments: Moss Adams 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. ($)
802.316.959 $-32.994.256 $836.078.840 $+87.945.038 $751.759.607 $+101.546.294 $651.058.134 $+651.058.134 $
BANK OF AMERICA CORP /DE/BAC622.648.784 $-42.561.620 $665.210.404 $+69.963.827 $595.246.577 $+71.193.202 $524.053.375 $+524.053.375 $
APPFOLIO INCAPPF28.132.530 $+1.342.390 $26.790.140 $+5.206.083 $21.584.057 $+2.182.425 $19.401.632 $+19.401.632 $
MICROSOFT CORPMSFT22.047.874 $-1.427.172 $23.475.046 $+62.939 $23.412.107 $+6.491.931 $16.920.176 $+16.920.176 $
ALPHA PRO TECH LTDAPT21.020.619 $+4.602.193 $16.418.426 $+4.664.462 $11.753.964 $+2.103.819 $9.650.145 $+9.650.145 $
NVIDIA CORPNVDA14.162.457 $-238.623 $14.401.080 $+2.536.502 $11.864.578 $+4.527.846 $7.336.732 $+7.336.732 $
AMAZON COM INCAMZN11.260.684 $+567.941 $10.692.743 $+270.717 $10.422.026 $+2.177.192 $8.244.834 $+8.244.834 $
BlackRock, Inc.BLK7.947.718 $+330.248 $7.617.470 $-1.738.339 $9.355.809 $+3.555.451 $5.800.358 $+5.800.358 $
EXXON MOBIL CORPXOM4.515.930 $+433.432 $4.082.498 $+212.742 $3.869.756 $-424.785 $4.294.541 $+4.294.541 $
JPMORGAN CHASE & COJPM3.694.462 $+183.725 $3.510.737 $+329.553 $3.181.184 $+718.862 $2.462.322 $+2.462.322 $
ORACLE CORPORCL2.267.029 $-1.071.853 $3.338.882 $+841.252 $2.497.630 $+998.307 $1.499.323 $+1.499.323 $
Mastercard IncMA3.089.636 $-71.242 $3.160.878 $+39.862 $3.121.016 $+368.904 $2.752.112 $+2.752.112 $
ELI LILLY & CoLLY2.812.586 $+936.309 $1.876.277 $-422.558 $2.298.835 $-21.974 $2.320.809 $+2.320.809 $
UNITED PARCEL SERVICE INCUPS2.501.685 $+484.758 $2.016.927 $-609.950 $2.626.877 $-76.693 $2.703.570 $+2.703.570 $
Walmart Inc.WMT2.549.789 $+263.862 $2.285.927 $+171.629 $2.114.298 $+274.569 $1.839.729 $+1.839.729 $
JOHNSON & JOHNSONJNJ2.449.462 $+204.753 $2.244.709 $+410.486 $1.834.223 $-10.416 $1.844.639 $+1.844.639 $
UNITEDHEALTH GROUP INCUNH1.552.771 $-20.251 $1.573.022 $+624.241 $948.781 $-1.400.371 $2.349.152 $+2.349.152 $
MORGAN STANLEYMS2.338.378 $+236.547 $2.101.831 $+40.878 $2.060.953 $+586.360 $1.474.593 $+1.474.593 $
SPS COMMERCE INCSPSC2.171.779 $+49.267 $2.122.512 $+415.464 $1.707.048 $+130.345 $1.576.703 $+1.576.703 $
NETFLIX INCNFLX1.445.874 $-477.194 $1.923.068 $-164.637 $2.087.705 $+739.265 $1.348.440 $+1.348.440 $
ASML HOLDING NVASML1.712.846 $+162.933 $1.549.913 $+266.887 $1.283.026 $+222.155 $1.060.871 $+1.060.871 $
AbbVie Inc.ABBV1.470.430 $+21.047 $1.449.383 $+222.434 $1.226.949 $-79.828 $1.306.777 $+1.306.777 $
PALATIN TECHNOLOGIES INCPTNT1.445.108 $-206 $1.445.314 $+414.461 $1.030.853 $+483.012 $547.841 $+547.841 $
Roblox CorpRBLX1.437.138 $+643.577 $793.561 $+793.561 $
CITIGROUP INCC1.376.976 $+196.869 $1.180.107 $+204.291 $975.816 $+115.913 $859.903 $+859.903 $
ADVANCED MICRO DEVICES INCAMD1.310.345 $+463.288 $847.057 $+134.784 $712.273 $+427.936 $284.337 $+284.337 $
CHEVRON CORPCVX1.053.817 $-205.099 $1.258.916 $+291.094 $967.822 $-133.951 $1.101.773 $+1.101.773 $
PROCTER & GAMBLE CoPG874.805 $-202.074 $1.076.879 $-147.294 $1.224.173 $-30.073 $1.254.246 $+1.254.246 $
TopBuild CorpBLD1.234.883 $+78.719 $1.156.164 $+104.332 $1.051.832 $+58.914 $992.918 $+992.918 $
MCDONALDS CORPMCD1.189.025 $+56.373 $1.132.652 $+46.656 $1.085.996 $+18.314 $1.067.682 $+1.067.682 $
COCA COLA COKO1.146.721 $+82.121 $1.064.600 $-96.231 $1.160.831 $+140.279 $1.020.552 $+1.020.552 $
AMGEN INCAMGN1.098.611 $+161.070 $937.541 $+2.745 $934.796 $-89.893 $1.024.689 $+1.024.689 $
MICRON TECHNOLOGY INCMU1.061.874 $+502.021 $559.853 $+170.136 $389.717 $+75.712 $314.005 $+314.005 $
RTX CorpRTX1.057.923 $+114.431 $943.492 $+146.412 $797.080 $+163.000 $634.080 $+634.080 $
GENERAL ELECTRIC COGE986.553 $+58.022 $928.531 $+156.617 $771.914 $+179.689 $592.225 $+592.225 $
BOEING COBA905.673 $-23.554 $929.227 $+61.905 $867.322 $+250.550 $616.772 $+616.772 $
GOLDMAN SACHS GROUP INCGS877.368 $+160.593 $716.775 $+97.493 $619.282 $+142.370 $476.912 $+476.912 $
RESMED INCRMD761.159 $-98.358 $859.517 $+57.911 $801.606 $+112.371 $689.235 $+689.235 $
LINDE PLCLIN507.020 $-314.293 $821.313 $-4.445 $825.758 $+165.479 $660.279 $+660.279 $
STARBUCKS CORPSBUX535.327 $-181.151 $716.478 $-56.422 $772.900 $-52.582 $825.482 $+825.482 $
AMERICAN EXPRESS COAXP812.906 $+109.338 $703.568 $+44.550 $659.018 $+147.319 $511.699 $+511.699 $
BERKSHIRE HATHAWAY INCBRK-B728.800 $-69.642 $798.442 $+798.442 $
CATERPILLAR INCCAT749.392 $+258.367 $491.025 $+136.976 $354.049 $-40.723 $394.772 $+394.772 $
AppLovin CorpAPP661.692 $-69.783 $731.475 $+393.297 $338.178 $+114.807 $223.371 $+223.371 $
PFIZER INCPFE695.658 $-20.779 $716.437 $+63.144 $653.293 $-50.146 $703.439 $+703.439 $
AT&T INC.T544.430 $-171.531 $715.961 $+1.531 $714.430 $+125.824 $588.606 $+588.606 $
NEXTERA ENERGY INCNEE678.501 $+57.755 $620.746 $+58.165 $562.581 $+104.914 $457.667 $+457.667 $
BOSTON SCIENTIFIC CORPBSX543.687 $-55.372 $599.059 $-55.177 $654.236 $+193.718 $460.518 $+460.518 $
Eaton Corp plcETN533.505 $-95.610 $629.115 $+21.874 $607.241 $+383.796 $223.445 $+223.445 $
MANULIFE FINANCIAL CORPMFC621.404 $+621.404 $
KLA CORPKLAC601.494 $+58.943 $542.551 $+98.263 $444.288 $+171.688 $272.600 $+272.600 $
LAM RESEARCH CORPLRCX565.547 $+137.711 $427.836 $+126.450 $301.386 $-90.021 $391.407 $+391.407 $
INTUITIVE SURGICAL INCISRG558.431 $+178.285 $380.146 $-117.618 $497.764 $+59.944 $437.820 $+437.820 $
Walt Disney CoDIS428.011 $-91.934 $519.945 $-35.497 $555.442 $+63.323 $492.119 $+492.119 $
PEPSICO INCPEP548.584 $+76.743 $471.841 $+123.387 $348.454 $-50.087 $398.541 $+398.541 $
Booking Holdings Inc.BKNG524.861 $+22.709 $502.152 $-36.249 $538.401 $+160.634 $377.767 $+377.767 $
SOUTHERN COSO459.412 $-52.130 $511.542 $+15.567 $495.975 $+6.432 $489.543 $+489.543 $
SCHWAB CHARLES CORPSCHW492.661 $+35.785 $456.876 $+34.978 $421.898 $+65.192 $356.706 $+356.706 $
INTEL CORPINTC490.841 $+52.244 $438.597 $+159.181 $279.416 $+13.438 $265.978 $+265.978 $
VERIZON COMMUNICATIONS INCVZ399.958 $-79.625 $479.583 $+21.872 $457.711 $-13.716 $471.427 $+471.427 $
FEDEX CORPFDX473.210 $+90.798 $382.412 $+28.757 $353.655 $-76.140 $429.795 $+429.795 $
FISERV INCFISV218.667 $-91.672 $310.339 $-151.417 $461.756 $+461.756 $
Accenture plcACN409.695 $-25.191 $434.886 $+53.261 $381.625 $+381.625 $
Medtronic plcMDT398.186 $-26.732 $424.918 $+48.637 $376.281 $-56.598 $432.879 $+432.879 $
STRYKER CORPSYK328.055 $-57.647 $385.702 $-33.368 $419.070 $+32.543 $386.527 $+386.527 $
ANALOG DEVICES INCADI413.358 $+34.465 $378.893 $+25.432 $353.461 $+29.377 $324.084 $+324.084 $
SYNOPSYS INCSNPS252.710 $-151.871 $404.581 $+16.481 $388.100 $+388.100 $
PACCAR INCPCAR391.423 $+83.477 $307.946 $+18.202 $289.744 $-8.014 $297.758 $+297.758 $
NICOLET BANKSHARES INCNIC351.936 $-37.925 $389.861 $+4.801 $385.060 $+23.970 $361.090 $+361.090 $
COMCAST CORPCMCSA293.560 $+55.009 $238.551 $-141.917 $380.468 $+168.502 $211.966 $+211.966 $
Parker-Hannifin CorpPH379.743 $+85.566 $294.177 $+27.360 $266.817 $+36.441 $230.376 $+230.376 $
GENERAL DYNAMICS CORPGD377.086 $+12.898 $364.188 $+58.819 $305.369 $+83.760 $221.609 $+221.609 $
AUTOZONE INCAZO376.457 $+166.234 $210.223 $+210.223 $
Duke Energy CORPDUK375.881 $+1.111 $374.770 $+19.472 $355.298 $+6.584 $348.714 $+348.714 $
3M COMMM334.166 $+38.374 $295.792 $-43.704 $339.496 $-11.794 $351.290 $+351.290 $
WELLTOWER INC.WELL350.493 $+54.926 $295.567 $+51.904 $243.663 $+40.812 $202.851 $+202.851 $
WESTERN DIGITAL CORPWDC341.447 $+109.608 $231.839 $+231.839 $
Palo Alto Networks IncPANW316.111 $-14.797 $330.908 $-4.523 $335.431 $+66.140 $269.291 $+269.291 $
ISHARES GOLD TRUSTIAU334.716 $+334.716 $
MCKESSON CORPMCK330.893 $+17.709 $313.184 $+21.278 $291.906 $+70.262 $221.644 $+221.644 $
DEERE & CODE320.972 $+50.216 $270.756 $-34.801 $305.557 $+71.492 $234.065 $+234.065 $
Trane Technologies plcTT288.787 $-20.933 $309.720 $-7.841 $317.561 $+317.561 $
REALTY INCOME CORPO290.462 $-20.387 $310.849 $+24.872 $285.977 $+53.240 $232.737 $+232.737 $
Constellation Energy CorpCEG303.120 $+42.818 $260.302 $+18.231 $242.071 $+242.071 $
FAIR ISAAC CORPFICO275.572 $+40.616 $234.956 $-44.723 $279.679 $-20.920 $300.599 $+300.599 $
LOCKHEED MARTIN CORPLMT263.601 $+4.011 $259.590 $-40.063 $299.653 $+89.251 $210.402 $+210.402 $
HERSHEY COHSY297.054 $+42.154 $254.900 $+254.900 $
Phillips 66PSX216.698 $-5.036 $221.734 $-70.297 $292.031 $+292.031 $
CUMMINS INCCMI285.885 $+59.901 $225.984 $+225.984 $
KROGER COKR270.932 $-3.109 $274.041 $-8.361 $282.402 $+21.456 $260.946 $+260.946 $
EQUINIX INCEQIX248.275 $-29.786 $278.061 $+6.805 $271.256 $+271.256 $
BECTON DICKINSON & COBDX273.888 $-343 $274.231 $+43.416 $230.815 $+230.815 $
EMERSON ELECTRIC COEMR259.636 $+6.835 $252.801 $+940 $251.861 $+29.181 $222.680 $+222.680 $
CONOCOPHILLIPSCOP259.320 $+11.156 $248.164 $-1.908 $250.072 $+1.909 $248.163 $+248.163 $
Sandisk CorpSNDK253.760 $+253.760 $
COLGATE PALMOLIVE COCL252.191 $+51.365 $200.826 $+200.826 $
ROPER TECHNOLOGIES INCROP244.309 $+40.313 $203.996 $+203.996 $
Bank of New York Mellon CorpBK242.761 $+19.719 $223.042 $+223.042 $
CVS HEALTH CorpCVS239.387 $+22.183 $217.204 $+217.204 $
HP INCHPQ228.146 $+23.607 $204.539 $-32.898 $237.437 $+237.437 $
AKAMAI TECHNOLOGIES INCAKAM234.441 $+32.161 $202.280 $-10.441 $212.721 $+7.123 $205.598 $+205.598 $
ALLIANT ENERGY CORPLNT230.089 $-3.438 $233.527 $+233.527 $
FASTENAL COFAST202.560 $-30.932 $233.492 $+233.492 $
Strategy IncMSTR230.412 $+230.412 $
AECOMACM220.561 $+220.561 $
BROWN & BROWN, INC.BRO220.501 $+2.427 $218.074 $+218.074 $
GARMIN LTDGRMN218.408 $+218.408 $
CINTAS CORPCTAS216.631 $+216.631 $
CARNIVAL CORPCCL206.909 $+206.909 $
TransDigm Group INCTDG206.808 $+206.808 $
Zoetis Inc.ZTS206.011 $+206.011 $
BP PLCBP204.143 $+1.587 $202.556 $+202.556 $
FORD MOTOR COF187.509 $+16.718 $170.791 $+18.130 $152.661 $-9.425 $162.086 $+162.086 $
Amcor plcAMCR93.952 $+93.952 $
TRINITY BIOTECH PLCTRIB20.302 $-6.391 $26.693 $+10.010 $16.683 $+2.053 $14.630 $+14.630 $
802.316.959 $-32.994.256 $836.078.840 $+87.945.038 $751.759.607 $+101.546.294 $651.058.134 $+651.058.134 $
Erweiterte Einstellungen ×