Investments: Synergy Asset Management, 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. ($)
915.285.869 $-1.079.661.971 $2.077.852.605 $+1.243.134.129 $843.856.197 $+79.590.952 $769.907.833 $+769.907.833 $
BANK OF AMERICA CORP /DE/BAC408.492.837 $-531.081.954 $939.574.791 $+518.158.848 $421.415.943 $+38.753.322 $382.662.621 $+382.662.621 $
MICROSOFT CORPMSFT83.044.808 $-151.531.019 $234.575.827 $+155.778.124 $78.797.703 $+11.938.117 $66.859.586 $+66.859.586 $
NVIDIA CORPNVDA64.828.146 $-71.612.327 $136.440.473 $+92.735.857 $43.704.616 $+11.787.790 $31.916.826 $+31.916.826 $
APPFOLIO INCAPPF50.105.973 $-33.398.407 $83.504.380 $+50.611.731 $32.892.649 $-6.152.696 $39.045.345 $+39.045.345 $
COCA COLA COKO29.375.483 $-45.742.889 $75.118.372 $+51.458.086 $23.660.286 $-2.904.216 $26.564.502 $+26.564.502 $
ALPHA PRO TECH LTDAPT34.899.930 $-24.613.905 $59.513.835 $+29.071.648 $30.442.187 $+3.355.452 $27.086.735 $+27.086.735 $
BERKSHIRE HATHAWAY INCBRK-B7.785.043 $-51.206.456 $58.991.499 $+47.521.498 $11.470.001 $-1.473.823 $12.943.824 $+12.943.824 $
AMAZON COM INCAMZN33.814.438 $-22.781.486 $56.595.924 $+24.925.222 $31.670.702 $+2.380.937 $29.289.765 $+29.289.765 $
BOSTON SCIENTIFIC CORPBSX23.657.289 $-24.640.115 $48.297.404 $+46.822.665 $1.474.739 $+271.342 $1.203.397 $+1.203.397 $
CORCEPT THERAPEUTICS INCCORT39.614.826 $+20.641.366 $18.973.460 $-529.719 $19.503.179 $+19.503.179 $
AbbVie Inc.ABBV23.004.145 $-2.638.678 $25.642.823 $+21.949.542 $3.693.281 $+1.564.768 $2.128.513 $+2.128.513 $
TELEDYNE TECHNOLOGIES INCTDY11.938.314 $-13.214.523 $25.152.837 $+25.152.837 $
MORGAN STANLEYMS9.100.916 $-14.061.422 $23.162.338 $+10.821.636 $12.340.702 $+2.407.733 $9.932.969 $+9.932.969 $
ELI LILLY & CoLLY4.515.805 $-16.819.213 $21.335.018 $+392.945 $20.942.073 $+17.550.061 $3.392.012 $+3.392.012 $
CONOCOPHILLIPSCOP18.130.806 $+16.656.826 $1.473.980 $+193.367 $1.280.613 $+1.280.613 $
Eaton Corp plcETN4.990.415 $-12.711.887 $17.702.302 $+10.919.492 $6.782.810 $+123.247 $6.659.563 $+6.659.563 $
PROCTER & GAMBLE CoPG1.921.214 $-1.156.385 $3.077.599 $+2.525.237 $552.362 $-15.712.522 $16.264.884 $+16.264.884 $
MICRON TECHNOLOGY INCMU7.668.110 $-6.970.383 $14.638.493 $+14.638.493 $
BlackRock, Inc.BLK10.637.590 $-3.564.984 $14.202.574 $+12.371.003 $1.831.571 $-7.563.457 $9.395.028 $+9.395.028 $
LAM RESEARCH CORPLRCX6.699.300 $-6.902.396 $13.601.696 $+13.601.696 $
McEwen Inc.MUX13.546.729 $+13.546.729 $
Medtronic plcMDT3.369.016 $-7.867.110 $11.236.126 $+0 $11.236.126 $+2.401.630 $8.834.496 $+8.834.496 $
GENUINE PARTS COGPC4.536.978 $-6.285.194 $10.822.172 $+7.306.123 $3.516.049 $+3.516.049 $
MERCADOLIBRE INCMELI10.464.081 $+10.464.081 $
CHEVRON CORPCVX207.430 $-10.165.763 $10.373.193 $+273.000 $10.100.193 $+1.128.264 $8.971.929 $+8.971.929 $
iShares Bitcoin Trust ETFIBIT321.533 $-9.917.642 $10.239.175 $+5.171.660 $5.067.515 $+5.067.515 $
RIO TINTO PLCRIO5.245.486 $-4.247.648 $9.493.134 $+6.274.251 $3.218.883 $+3.218.883 $
REALTY INCOME CORPO3.874.987 $-5.217.964 $9.092.951 $+5.357.058 $3.735.893 $-2.696.661 $6.432.554 $+6.432.554 $
EVERSOURCE ENERGYES384.320 $-7.768.318 $8.152.638 $+5.521.887 $2.630.751 $+2.630.751 $
VERIZON COMMUNICATIONS INCVZ3.598.210 $-4.355.289 $7.953.499 $+5.268.595 $2.684.904 $-1.275.795 $3.960.699 $+3.960.699 $
Amcor plcAMCR3.210.024 $-4.418.178 $7.628.202 $+2.533.569 $5.094.633 $+5.094.633 $
Mastercard IncMA240.340 $-6.645.143 $6.885.483 $+1.305.419 $5.580.064 $+350.452 $5.229.612 $+5.229.612 $
JPMORGAN CHASE & COJPM6.379.956 $+5.751.406 $628.550 $+358.644 $269.906 $+269.906 $
ANALOG DEVICES INCADI6.248.739 $+1.167.664 $5.081.075 $+5.081.075 $
GENERAL ELECTRIC COGE730.339 $-5.489.734 $6.220.073 $+1.303.152 $4.916.921 $-139.868 $5.056.789 $+5.056.789 $
COMCAST CORPCMCSA5.981.573 $+0 $5.981.573 $+230.339 $5.751.234 $+5.751.234 $
INTUITIVE SURGICAL INCISRG5.438.189 $+5.438.189 $
EXXON MOBIL CORPXOM4.107.806 $-1.000.892 $5.108.698 $+4.602.793 $505.905 $-60.201 $566.106 $+566.106 $
Duke Energy CORPDUK4.838.663 $+4.838.663 $
NETFLIX INCNFLX4.799.668 $+4.799.668 $
MCDONALDS CORPMCD1.030.279 $-3.324.353 $4.354.632 $+3.018.539 $1.336.093 $+317.455 $1.018.638 $+1.018.638 $
FIRST TRUST ADVISORS LP442.040 $-3.911.184 $4.353.224 $+2.928.276 $1.424.948 $-1.119.412 $2.544.360 $+2.544.360 $
CATERPILLAR INCCAT1.714.600 $-2.580.563 $4.295.163 $+3.276.112 $1.019.051 $+113.091 $905.960 $+905.960 $
UNITEDHEALTH GROUP INCUNH4.077.760 $+0 $4.077.760 $-211.752 $4.289.512 $+4.289.512 $
LOCKHEED MARTIN CORPLMT3.607.344 $+211.602 $3.395.742 $-812.712 $4.208.454 $+4.208.454 $
AGNICO EAGLE MINES LTDAEM3.618.088 $+3.618.088 $
KLA CORPKLAC3.606.249 $+0 $3.606.249 $+90.324 $3.515.925 $+3.515.925 $
RAYMOND JAMES FINANCIAL INCRJF1.857.583 $-1.730.063 $3.587.646 $+1.883.634 $1.704.012 $+20.106 $1.683.906 $+1.683.906 $
SPS COMMERCE INCSPSC3.382.902 $-75.397 $3.458.299 $+1.416.548 $2.041.751 $+7.771 $2.033.980 $+2.033.980 $
CITIGROUP INCC3.299.602 $+2.796.143 $503.459 $+503.459 $
AT&T INC.T3.227.362 $+3.026.265 $201.097 $-6.576 $207.673 $+207.673 $
PALATIN TECHNOLOGIES INCPTNT1.592.640 $-1.446.684 $3.039.324 $+1.727.517 $1.311.807 $+719.573 $592.234 $+592.234 $
Strategy IncMSTR381.091 $-320.351 $701.442 $+415.651 $285.791 $-2.607.286 $2.893.077 $+2.893.077 $
NATIONAL FUEL GAS CONFG2.888.376 $+2.888.376 $
DANA IncDAN1.108.190 $-1.387.712 $2.495.902 $+2.495.902 $
JOHNSON & JOHNSONJNJ815.797 $-1.497.286 $2.313.083 $+1.495.412 $817.671 $-22.640 $840.311 $+840.311 $
PEPSICO INCPEP1.004.784 $-1.096.704 $2.101.488 $+987.995 $1.113.493 $+1.113.493 $
VICTORY CAPITAL MANAGEMENT INC1.953.461 $+1.155.994 $797.467 $+5.251 $792.216 $+792.216 $
NEXTERA ENERGY INCNEE620.002 $-577.511 $1.197.513 $+801.402 $396.111 $-8.387 $404.498 $+404.498 $
OR Royalties Inc.OR623.466 $-535.556 $1.159.022 $+706.089 $452.933 $+452.933 $
BOEING COBA347.609 $-706.568 $1.054.177 $+718.929 $335.248 $+61.345 $273.903 $+273.903 $
GRAPHIC PACKAGING HOLDING COGPK1.018.047 $+1.018.047 $
STARBUCKS CORPSBUX320.251 $-667.145 $987.396 $+634.162 $353.234 $-37.556 $390.790 $+390.790 $
NEUROCRINE BIOSCIENCES INCNBIX969.409 $+969.409 $
VanEck Bitcoin ETFHODL296.859 $-457.472 $754.331 $+388.569 $365.762 $+85.949 $279.813 $+279.813 $
PACCAR INCPCAR287.135 $-456.567 $743.702 $+494.550 $249.152 $-46.463 $295.615 $+295.615 $
3M COMMM323.402 $-283.197 $606.599 $-71.021 $677.620 $+14.988 $662.632 $+662.632 $
Vertiv Holdings CoVRT654.582 $+318.918 $335.664 $+335.664 $
IAMGOLD CORPIAG311.249 $-314.554 $625.803 $+502.874 $122.929 $-802 $123.731 $+123.731 $
BARCLAYS PLCBCS590.537 $+327.236 $263.301 $-238.533 $501.834 $+501.834 $
ADVANCED MICRO DEVICES INCAMD587.869 $+207.015 $380.854 $+160.483 $220.371 $+220.371 $
CVS HEALTH CorpCVS477.906 $+97.488 $380.418 $+380.418 $
YUM BRANDS INCYUM211.792 $-208.460 $420.252 $+212.800 $207.452 $+207.452 $
Palo Alto Networks IncPANW358.778 $+358.778 $
Aris Mining CorpARIS354.950 $+64.115 $290.835 $+290.835 $
CAMECO CORPCCJ317.928 $+106.224 $211.704 $+0 $211.704 $+211.704 $
LXP Industrial TrustLXP309.875 $+309.875 $
TECK RESOURCES LTDTECK296.631 $+24.776 $271.855 $+46.208 $225.647 $+225.647 $
IREN LtdIREN292.515 $+292.515 $
KAISER ALUMINUM CORPKALU283.360 $+283.360 $
PAN AMERICAN SILVER CORPPAAS271.187 $+271.187 $
NUCOR CORPNUE263.912 $+263.912 $
STEEL DYNAMICS INCSTLD260.106 $+260.106 $
Constellation Energy CorpCEG252.588 $+252.588 $
MATERION CorpMTRN247.781 $+247.781 $
Fidelity Ethereum FundFETH217.764 $+217.764 $
UNITED PARCEL SERVICE INCUPS208.200 $+208.200 $
Absci CorpABSI37.650 $+37.650 $
915.285.869 $-1.079.661.971 $2.077.852.605 $+1.243.134.129 $843.856.197 $+79.590.952 $769.907.833 $+769.907.833 $
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