Investments: HCR 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. ($)
823.539.547 $+1.761.081 $821.707.329 $+101.690.565 $721.073.881 $+60.922.925 $660.370.019 $+660.370.019 $
BANK OF AMERICA CORP /DE/BAC375.546.436 $-21.675.099 $397.221.535 $+37.154.973 $360.066.562 $+30.573.444 $329.493.118 $+329.493.118 $
APPFOLIO INCAPPF145.250.129 $+7.214.867 $138.035.262 $+29.416.991 $108.618.271 $-8.589.960 $117.208.231 $+117.208.231 $
NVIDIA CORPNVDA56.950.413 $+260.467 $56.689.946 $+9.391.841 $47.298.105 $+15.794.539 $31.503.566 $+31.503.566 $
ALPHA PRO TECH LTDAPT38.353.647 $+8.285.417 $30.068.230 $+9.123.964 $20.944.266 $+2.681.838 $18.262.428 $+18.262.428 $
MICROSOFT CORPMSFT23.151.249 $-1.001.592 $24.152.841 $+819.977 $23.332.864 $+5.751.828 $17.581.036 $+17.581.036 $
BlackRock, Inc.BLK22.989.046 $+667.449 $22.321.597 $+2.813.560 $19.508.037 $+2.099.874 $17.408.163 $+17.408.163 $
Palo Alto Networks IncPANW12.889.947 $-1.756.448 $14.646.395 $+714.914 $13.931.481 $+2.314.652 $11.616.829 $+11.616.829 $
AMAZON COM INCAMZN12.415.346 $+720.139 $11.695.207 $+212.774 $11.482.433 $+1.715.056 $9.767.377 $+9.767.377 $
JPMORGAN CHASE & COJPM10.013.959 $+583.735 $9.430.224 $+793.248 $8.636.976 $+1.276.428 $7.360.548 $+7.360.548 $
ORACLE CORPORCL5.057.608 $-2.428.482 $7.486.090 $+1.427.452 $6.058.638 $+2.358.535 $3.700.103 $+3.700.103 $
SPS COMMERCE INCSPSC7.456.968 $+972.826 $6.484.142 $+930.750 $5.553.392 $+431.416 $5.121.976 $+5.121.976 $
AUTOZONE INCAZO5.178.820 $-1.329.356 $6.508.176 $+921.270 $5.586.906 $+8.809 $5.578.097 $+5.578.097 $
BERKSHIRE HATHAWAY INCBRK-B6.127.806 $+645.907 $5.481.899 $+112.198 $5.369.701 $-426.367 $5.796.068 $+5.796.068 $
MORGAN STANLEYMS5.413.972 $+716.000 $4.697.972 $+517.182 $4.180.790 $+723.053 $3.457.737 $+3.457.737 $
Vertiv Holdings CoVRT5.186.769 $-74.788 $5.261.557 $+1.286.233 $3.975.324 $+2.199.130 $1.776.194 $+1.776.194 $
NETFLIX INCNFLX3.164.212 $-683.762 $3.847.974 $-790.772 $4.638.746 $+1.455.089 $3.183.657 $+3.183.657 $
BOEING COBA4.159.586 $-16.593 $4.176.179 $+146.707 $4.029.472 $+735.128 $3.294.344 $+3.294.344 $
MICRON TECHNOLOGY INCMU4.164.417 $+3.958.985 $205.432 $+205.432 $
Walmart Inc.WMT3.925.419 $+392.870 $3.532.549 $+143.984 $3.388.565 $+345.150 $3.043.415 $+3.043.415 $
Eaton Corp plcETN3.879.451 $+1.582.723 $2.296.728 $+430.028 $1.866.700 $+847.882 $1.018.818 $+1.018.818 $
CONOCOPHILLIPSCOP3.756.698 $+214.652 $3.542.046 $+265.943 $3.276.103 $-458.619 $3.734.722 $+3.734.722 $
STRYKER CORPSYK2.995.783 $-194.278 $3.190.061 $-178.097 $3.368.158 $+361.382 $3.006.776 $+3.006.776 $
CHEVRON CORPCVX3.099.353 $+8.664 $3.090.689 $+210.632 $2.880.057 $-485.687 $3.365.744 $+3.365.744 $
AbbVie Inc.ABBV3.215.331 $-112.775 $3.328.106 $+671.694 $2.656.412 $-337.996 $2.994.408 $+2.994.408 $
NEXTERA ENERGY INCNEE3.170.009 $+82.923 $3.087.086 $+309.460 $2.777.626 $-83.133 $2.860.759 $+2.860.759 $
STARBUCKS CORPSBUX2.560.051 $-51.053 $2.611.104 $-81.662 $2.692.766 $-296.708 $2.989.474 $+2.989.474 $
CATERPILLAR INCCAT2.890.334 $+447.795 $2.442.539 $+898.058 $1.544.481 $+298.528 $1.245.953 $+1.245.953 $
TransDigm Group INCTDG2.722.850 $+112.240 $2.610.610 $-245.151 $2.855.761 $+270.392 $2.585.369 $+2.585.369 $
EXXON MOBIL CORPXOM2.648.724 $+263.418 $2.385.306 $+150.711 $2.234.595 $-233.880 $2.468.475 $+2.468.475 $
iShares Bitcoin Trust ETFIBIT1.932.874 $-532.186 $2.465.060 $+291.616 $2.173.444 $+663.026 $1.510.418 $+1.510.418 $
Walt Disney CoDIS2.421.790 $+186.087 $2.235.703 $-219.000 $2.454.703 $+507.372 $1.947.331 $+1.947.331 $
JOHNSON & JOHNSONJNJ2.451.780 $+288.178 $2.163.602 $+591.480 $1.572.122 $-206.962 $1.779.084 $+1.779.084 $
GOLDMAN SACHS GROUP INCGS2.258.116 $+729.752 $1.528.364 $+105.079 $1.423.285 $+419.751 $1.003.534 $+1.003.534 $
Mastercard IncMA2.111.076 $-56.674 $2.167.750 $+48.876 $2.118.874 $+11.628 $2.107.246 $+2.107.246 $
ALLSTATE CORPALL2.095.654 $+13.405 $2.082.249 $+85.858 $1.996.391 $-57.122 $2.053.513 $+2.053.513 $
Zoetis Inc.ZTS1.551.393 $-437.167 $1.988.560 $+133.960 $1.854.600 $-211.903 $2.066.503 $+2.066.503 $
FREEPORT-MCMORAN INCFCX1.799.677 $+422.355 $1.377.322 $+47.424 $1.329.898 $+181.897 $1.148.001 $+1.148.001 $
CADIZ INCCDZI456.855 $+101.578 $355.277 $+208.767 $146.510 $-1.645.917 $1.792.427 $+1.792.427 $
PROCTER & GAMBLE CoPG1.319.593 $-132.109 $1.451.702 $-85.854 $1.537.556 $-165.539 $1.703.095 $+1.703.095 $
MCDONALDS CORPMCD1.595.509 $+18.533 $1.576.976 $+35.191 $1.541.785 $-141.049 $1.682.834 $+1.682.834 $
RTX CorpRTX1.658.224 $+377.180 $1.281.044 $+571.508 $709.536 $+70.658 $638.878 $+638.878 $
AMGEN INCAMGN1.569.451 $+141.337 $1.428.114 $+87.348 $1.340.766 $-138.473 $1.479.239 $+1.479.239 $
FEDEX CORPFDX1.557.322 $+232.251 $1.325.071 $+55.961 $1.269.110 $-102.314 $1.371.424 $+1.371.424 $
ELI LILLY & CoLLY1.438.565 $+410.802 $1.027.763 $+51.325 $976.438 $-64.703 $1.041.141 $+1.041.141 $
SCHWAB CHARLES CORPSCHW1.375.009 $+119.771 $1.255.238 $+64.945 $1.190.293 $+230.776 $959.517 $+959.517 $
UNITEDHEALTH GROUP INCUNH653.299 $-85.133 $738.432 $+90.403 $648.029 $-464.288 $1.112.317 $+1.112.317 $
AFLAC INCAFL1.054.469 $+12.441 $1.042.028 $+53.045 $988.983 $-48.299 $1.037.282 $+1.037.282 $
GENERAL ELECTRIC COGE1.030.427 $+69.751 $960.676 $+134.958 $825.718 $+183.653 $642.065 $+642.065 $
INTUITIVE SURGICAL INCISRG878.424 $+188.215 $690.209 $+7.143 $683.066 $+93.695 $589.371 $+589.371 $
PALATIN TECHNOLOGIES INCPTNT692.869 $-78.525 $771.394 $+344.986 $426.408 $+213.045 $213.363 $+213.363 $
LOCKHEED MARTIN CORPLMT720.668 $-23.378 $744.046 $+285.538 $458.508 $+16.266 $442.242 $+442.242 $
CITIGROUP INCC718.399 $+718.399 $
ADVANCED MICRO DEVICES INCAMD710.473 $+170.649 $539.824 $+71.627 $468.197 $+124.071 $344.126 $+344.126 $
COCA COLA COKO697.212 $+69.527 $627.685 $-44.157 $671.842 $-9.550 $681.392 $+681.392 $
NICOLET BANKSHARES INCNIC586.929 $-91.771 $678.700 $+89.116 $589.584 $+84.304 $505.280 $+505.280 $
SHERWIN WILLIAMS COSHW563.812 $-25.976 $589.788 $-6.628 $596.416 $-43.300 $639.716 $+639.716 $
Parker-Hannifin CorpPH623.182 $+110.680 $512.502 $+38.241 $474.261 $-31.470 $505.731 $+505.731 $
AMERICAN EXPRESS COAXP604.128 $+86.266 $517.862 $+17.064 $500.798 $-57.211 $558.009 $+558.009 $
SEMPRASRE516.319 $-32.574 $548.893 $+61.299 $487.594 $+31.033 $456.561 $+456.561 $
LINDE PLCLIN500.155 $-22.376 $522.531 $+334 $522.197 $+2.078 $520.119 $+520.119 $
VERIZON COMMUNICATIONS INCVZ459.133 $-32.429 $491.562 $-20.196 $511.758 $+15.797 $495.961 $+495.961 $
Phillips 66PSX454.220 $-15.236 $469.456 $+158.322 $311.134 $-23.249 $334.383 $+334.383 $
MCCORMICK & CO INCMKC234.162 $+69 $234.093 $-26.651 $260.744 $-190.397 $451.141 $+451.141 $
MGM Resorts InternationalMGM412.884 $+19.688 $393.196 $+4.039 $389.157 $+53.751 $335.406 $+335.406 $
STIFEL FINANCIAL CORPSF380.167 $+39.638 $340.529 $+25.246 $315.283 $+28.922 $286.361 $+286.361 $
Grayscale Bitcoin Mini Trust ETFBTC264.564 $-101.899 $366.463 $+39.997 $326.466 $+326.466 $
ASML HOLDING NVASML296.351 $-59.057 $355.408 $+79.730 $275.678 $+47.734 $227.944 $+227.944 $
PEPSICO INCPEP318.664 $+5.533 $313.131 $+23.502 $289.629 $-40.728 $330.357 $+330.357 $
AMEREN CORPAEE306.470 $-9.391 $315.861 $+20.923 $294.938 $-13.390 $308.328 $+308.328 $
Trane Technologies plcTT280.613 $-13.740 $294.353 $-10.521 $304.874 $+70.041 $234.833 $+234.833 $
DEERE & CODE202.130 $-89.822 $291.952 $+17.779 $274.173 $+274.173 $
ISHARES GOLD TRUSTIAU291.724 $+30.620 $261.104 $+36.983 $224.121 $+12.219 $211.902 $+211.902 $
UNITED PARCEL SERVICE INCUPS244.602 $+33.587 $211.015 $-53.649 $264.664 $-24.279 $288.943 $+288.943 $
SYNOPSYS INCSNPS260.694 $+4.863 $255.831 $-17.940 $273.771 $+44.766 $229.005 $+229.005 $
Aon plcAON205.023 $-4.561 $209.584 $+1.950 $207.634 $-62.549 $270.183 $+270.183 $
CSX CORPCSX269.228 $+5.050 $264.178 $+21.835 $242.343 $+23.767 $218.576 $+218.576 $
Shell plcSHEL268.275 $+6.243 $262.032 $+4.966 $257.066 $-10.479 $267.545 $+267.545 $
FLOWSERVE CORPFLS260.175 $+260.175 $
Sandisk CorpSNDK253.996 $+253.996 $
COLGATE PALMOLIVE COCL205.847 $-13.812 $219.659 $-17.680 $237.339 $-7.311 $244.650 $+244.650 $
CONSOLIDATED EDISON INCED202.215 $-11.226 $213.441 $-6.827 $220.268 $-22.477 $242.745 $+242.745 $
FORD MOTOR COF237.318 $+18.723 $218.595 $+218.595 $
Accenture plcACN223.270 $-9.823 $233.093 $+233.093 $
Synchrony FinancialSYF232.519 $+232.519 $
CHIPOTLE MEXICAN GRILL INCCMG227.856 $+24.104 $203.752 $+203.752 $
Snap IncSNAP107.147 $-114.217 $221.364 $+221.364 $
AppLovin CorpAPP220.815 $+220.815 $
FISERV INCFISV219.063 $+219.063 $
CVS HEALTH CorpCVS214.953 $+214.953 $
AT&T INC.T206.892 $+2.909 $203.983 $+203.983 $
Edwards Lifesciences CorpEW205.964 $+205.964 $
NOKIA CORPNOK99.670 $+24.494 $75.176 $-4.621 $79.797 $-1.387 $81.184 $+81.184 $
823.539.547 $+1.761.081 $821.707.329 $+101.690.565 $721.073.881 $+60.922.925 $660.370.019 $+660.370.019 $
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