Investments: IBEX WEALTH ADVISORS

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. ($)
1.008.077.944 $+12.884.459 $1.026.902.448 $+113.021.222 $922.135.154 $+185.818.772 $743.713.583 $+743.713.583 $
BANK OF AMERICA CORP /DE/BAC452.399.313 $-15.147.979 $467.547.292 $+11.618.923 $455.928.369 $+71.173.275 $384.755.094 $+384.755.094 $
NVIDIA CORPNVDA127.288.891 $-959.348 $128.248.239 $+20.287.726 $107.960.513 $+36.286.980 $71.673.533 $+71.673.533 $
PALATIN TECHNOLOGIES INCPTNT33.673.734 $-9.463.679 $43.137.413 $+10.957.307 $32.180.106 $+16.453.096 $15.727.010 $+15.727.010 $
MICROSOFT CORPMSFT39.269.528 $+3.072.009 $36.197.519 $+1.667.676 $34.529.843 $+8.811.738 $25.718.105 $+25.718.105 $
AppLovin CorpAPP30.290.243 $-2.520.453 $32.810.696 $+17.055.351 $15.755.345 $+4.073.618 $11.681.727 $+11.681.727 $
APPFOLIO INCAPPF30.842.218 $+2.139.446 $28.702.772 $+5.912.334 $22.790.438 $-7.556.494 $30.346.932 $+30.346.932 $
ALPHA PRO TECH LTDAPT26.106.100 $+7.104.169 $19.001.931 $+8.539.544 $10.462.387 $+5.244 $10.457.143 $+10.457.143 $
AMAZON COM INCAMZN18.160.230 $-3.165.288 $21.325.518 $+4.789.865 $16.535.653 $-612 $16.536.265 $+16.536.265 $
AT&T INC.T13.718.348 $-3.299.976 $17.018.324 $-134.253 $17.152.577 $+1.434.490 $15.718.087 $+15.718.087 $
Vertiv Holdings CoVRT15.815.189 $+1.354.025 $14.461.164 $+2.408.309 $12.052.855 $+6.728.929 $5.323.926 $+5.323.926 $
MICRON TECHNOLOGY INCMU14.445.750 $+6.393.479 $8.052.271 $+8.052.271 $
AbbVie Inc.ABBV13.560.424 $-76.498 $13.636.922 $+2.791.920 $10.845.002 $-1.059.132 $11.904.134 $+11.904.134 $
Palo Alto Networks IncPANW12.673.867 $-956.237 $13.630.104 $+165.026 $13.465.078 $+2.313.100 $11.151.978 $+11.151.978 $
VERIZON COMMUNICATIONS INCVZ12.366.755 $-1.048.440 $13.415.195 $-36.064 $13.451.259 $+2.920.958 $10.530.301 $+10.530.301 $
Mastercard IncMA8.054.305 $-4.204.121 $12.258.426 $-31.326 $12.289.752 $+766.066 $11.523.686 $+11.523.686 $
Shell plcSHEL11.281.177 $+359.479 $10.921.698 $+253.055 $10.668.643 $-4.556 $10.673.199 $+10.673.199 $
Unum GroupUNM9.656.665 $-111.774 $9.768.439 $-1.254.528 $11.022.967 $+299.506 $10.723.461 $+10.723.461 $
ELI LILLY & CoLLY7.702.538 $+2.598.692 $5.103.846 $-4.707.241 $9.811.087 $-384.438 $10.195.525 $+10.195.525 $
AMGEN INCAMGN9.458.159 $+1.330.447 $8.127.712 $+153.885 $7.973.827 $-698.047 $8.671.874 $+8.671.874 $
PFIZER INCPFE8.494.558 $+8.494.558 $
BROWN & BROWN, INC.BRO7.475.446 $-994.562 $8.470.008 $+8.470.008 $
GENERAL ELECTRIC COGE8.217.952 $+418.322 $7.799.630 $+1.444.117 $6.355.513 $+6.355.513 $
NATIONAL FUEL GAS CONFG7.009.539 $-982.354 $7.991.893 $+759.440 $7.232.453 $+724.247 $6.508.206 $+6.508.206 $
CHEVRON CORPCVX7.990.138 $+75.364 $7.914.774 $+698.251 $7.216.523 $-753.151 $7.969.674 $+7.969.674 $
JPMORGAN CHASE & COJPM7.966.626 $+5.225.051 $2.741.575 $+354.218 $2.387.357 $-3.818.447 $6.205.804 $+6.205.804 $
UNITEDHEALTH GROUP INCUNH7.701.398 $-116.907 $7.818.305 $+7.818.305 $
NEXTERA ENERGY INCNEE211.283 $-150.375 $361.658 $-7.169.731 $7.531.389 $+7.531.389 $
AMERICAN EXPRESS COAXP7.409.714 $+1.011.791 $6.397.923 $+638.519 $5.759.404 $+1.229.336 $4.530.068 $+4.530.068 $
NETFLIX INCNFLX1.190.531 $-5.937.652 $7.128.183 $+2.448.737 $4.679.446 $+4.679.446 $
SCOTTS MIRACLE-GRO COSMG6.365.542 $+299.229 $6.066.313 $-905.633 $6.971.946 $+6.971.946 $
GOLDMAN SACHS GROUP INCGS6.727.520 $+853.420 $5.874.100 $+5.096.209 $777.891 $+777.891 $
Bank of New York Mellon CorpBK6.711.388 $+723.773 $5.987.615 $+1.426.680 $4.560.935 $+4.560.935 $
ORACLE CORPORCL6.272.755 $+5.814.264 $458.491 $+458.491 $
MORGAN STANLEYMS6.171.801 $+163.928 $6.007.873 $+3.974.404 $2.033.469 $+1.501.207 $532.262 $+532.262 $
BERKSHIRE HATHAWAY INCBRK-B372.028 $-5.281.065 $5.653.093 $-370.274 $6.023.367 $+6.023.367 $
BlackRock, Inc.BLK2.771.614 $-3.034.798 $5.806.412 $+151.424 $5.654.988 $-81.152 $5.736.140 $+5.736.140 $
RTX CorpRTX5.686.833 $+603.372 $5.083.461 $+1.033.736 $4.049.725 $+4.049.725 $
Booking Holdings Inc.BKNG5.643.172 $+22.170 $5.621.002 $+5.621.002 $
Walmart Inc.WMT5.619.362 $+845.046 $4.774.316 $-203.084 $4.977.400 $+4.977.400 $
SCHWAB CHARLES CORPSCHW5.304.519 $+357.255 $4.947.264 $+496.608 $4.450.656 $+4.450.656 $
BOEING COBA4.941.209 $+447.418 $4.493.791 $+4.493.791 $
EMBRAER S.A.EMBJ4.791.619 $+4.791.619 $
COMCAST CORPCMCSA4.554.706 $+4.554.706 $
INTEL CORPINTC4.349.504 $+4.349.504 $
Parker-Hannifin CorpPH4.028.730 $+4.028.730 $
TARGET CORPTGT3.853.620 $+3.853.620 $
EMERSON ELECTRIC COEMR3.368.471 $+3.368.471 $
LAM RESEARCH CORPLRCX2.901.953 $+632.430 $2.269.523 $+619.588 $1.649.935 $+413.014 $1.236.921 $+1.236.921 $
ISHARES GOLD TRUSTIAU1.490.200 $+201.952 $1.288.248 $+179.300 $1.108.948 $+1.108.948 $
AFLAC INCAFL1.235.653 $+58.092 $1.177.561 $-57.796 $1.235.357 $+1.235.357 $
WELLTOWER INC.WELL1.042.655 $+134.880 $907.775 $+907.775 $
CNO Financial Group, Inc.CNO890.723 $+37.510 $853.213 $+4.027 $849.186 $-130.340 $979.526 $+979.526 $
Invesco Municipal TrustVKQ874.768 $-52.638 $927.406 $+40.320 $887.086 $-39.285 $926.371 $+926.371 $
LINDE PLCLIN911.656 $+136.929 $774.727 $+774.727 $
MCDONALDS CORPMCD807.788 $+6.008 $801.780 $+801.780 $
DARDEN RESTAURANTS INCDRI778.482 $+778.482 $
INTUITIVE SURGICAL INCISRG313.508 $-450.530 $764.038 $+764.038 $
FIFTH THIRD BANCORPFITB737.460 $+28.402 $709.058 $+61.834 $647.224 $+207.361 $439.863 $+439.863 $
EXXON MOBIL CORPXOM717.162 $+20.988 $696.174 $+696.174 $
POOL CORPPOOL607.618 $+75.744 $531.874 $+531.874 $
STATE STREET CORPSTT603.136 $+603.136 $
JOHNSON & JOHNSONJNJ596.658 $+108.662 $487.996 $+487.996 $
STRYKER CORPSYK509.553 $+509.553 $
SCHOLASTIC CORPSCHL454.023 $+15.121 $438.902 $+438.902 $
Constellation Energy CorpCEG444.009 $+11.434 $432.575 $+432.575 $
ALLIANT ENERGY CORPLNT359.632 $+49.238 $310.394 $+310.394 $
ON SEMICONDUCTOR CORPON246.550 $-16.339 $262.889 $+262.889 $
PROCTER & GAMBLE CoPG216.329 $-6.858 $223.187 $+223.187 $
Trane Technologies plcTT210.134 $-11.264 $221.398 $+221.398 $
FEDEX CORPFDX201.474 $+201.474 $
CONOCOPHILLIPSCOP200.850 $+200.850 $
BCB BANCORP INCBCBP121.050 $-9.150 $130.200 $+3.900 $126.300 $+126.300 $
1.008.077.944 $+12.884.459 $1.026.902.448 $+113.021.222 $922.135.154 $+185.818.772 $743.713.583 $+743.713.583 $
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