Investments: Warren Street 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. ($)
237.987.153 $+17.530.688 $221.700.695 $+59.651.492 $162.654.558 $+24.599.526 $138.810.799 $+138.810.799 $
BANK OF AMERICA CORP /DE/BAC138.125.318 $-8.773.284 $146.898.602 $+48.698.116 $98.200.486 $+14.399.833 $83.800.653 $+83.800.653 $
GTS SECURITIES LLC32.732.195 $+32.732.195 $
MORGAN STANLEYMS13.409.077 $+183.227 $13.225.850 $+564.899 $12.660.951 $+1.055.093 $11.605.858 $+11.605.858 $
NVIDIA CORPNVDA7.903.439 $-1.001.769 $8.905.208 $+2.274.092 $6.631.116 $+2.447.502 $4.183.614 $+4.183.614 $
ALPHA PRO TECH LTDAPT6.956.102 $+619.776 $6.336.326 $+1.794.059 $4.542.267 $+535.281 $4.006.986 $+4.006.986 $
CHEVRON CORPCVX5.774.843 $+9.396 $5.765.447 $+253.963 $5.511.484 $-846.869 $6.358.353 $+6.358.353 $
APPFOLIO INCAPPF4.843.764 $-657.949 $5.501.713 $+1.362.352 $4.139.361 $-500.693 $4.640.054 $+4.640.054 $
MICROSOFT CORPMSFT4.098.870 $-1.206.469 $5.305.339 $+380.398 $4.924.941 $+1.486.614 $3.438.327 $+3.438.327 $
BlackRock, Inc.BLK3.952.219 $-963.740 $4.915.959 $-72.781 $4.988.740 $+655.299 $4.333.441 $+4.333.441 $
AMAZON COM INCAMZN3.267.719 $+169.296 $3.098.423 $+219.149 $2.879.274 $+517.767 $2.361.507 $+2.361.507 $
ORACLE CORPORCL912.764 $-690.304 $1.603.068 $+365.185 $1.237.883 $+438.030 $799.853 $+799.853 $
AMGEN INCAMGN1.383.539 $-218.793 $1.602.332 $+40.431 $1.561.901 $+1.274.652 $287.249 $+287.249 $
RTX CorpRTX426.222 $-1.166.927 $1.593.149 $+1.593.149 $
ELI LILLY & CoLLY1.236.957 $+126.792 $1.110.165 $-281.296 $1.391.461 $+213.713 $1.177.748 $+1.177.748 $
JPMORGAN CHASE & COJPM978.582 $-255.469 $1.234.051 $+98.448 $1.135.603 $+168.779 $966.824 $+966.824 $
NETFLIX INCNFLX549.340 $-470.941 $1.020.281 $-124.675 $1.144.956 $+373.754 $771.202 $+771.202 $
abrdn Gold ETF TrustSGOL920.653 $-75.991 $996.644 $+996.644 $
BERKSHIRE HATHAWAY INCBRK-B703.710 $-109.221 $812.931 $-31.823 $844.754 $-87.261 $932.015 $+932.015 $
UNITEDHEALTH GROUP INCUNH806.459 $-57.482 $863.941 $+548.643 $315.298 $+315.298 $
AbbVie Inc.ABBV772.964 $-68.435 $841.399 $+199.223 $642.176 $-93.789 $735.965 $+735.965 $
PALATIN TECHNOLOGIES INCPTNT658.827 $-146.827 $805.654 $+236.589 $569.065 $+244.000 $325.065 $+325.065 $
CITIGROUP INCC777.660 $+335.462 $442.198 $+7.158 $435.040 $-16.625 $451.665 $+451.665 $
Mastercard IncMA627.968 $-99.540 $727.508 $+35.198 $692.310 $+42.788 $649.522 $+649.522 $
Accenture plcACN443.293 $-31.862 $475.155 $-182.949 $658.104 $-53.917 $712.021 $+712.021 $
Walmart Inc.WMT675.903 $-31.997 $707.900 $+93.532 $614.368 $+115.049 $499.319 $+499.319 $
PROCTER & GAMBLE CoPG219.187 $-198.500 $417.687 $-126.869 $544.556 $-25.158 $569.714 $+569.714 $
COCA COLA COKO442.251 $+87.107 $355.144 $-117.749 $472.893 $+77.694 $395.199 $+395.199 $
ADVANCED MICRO DEVICES INCAMD388.272 $-53.738 $442.010 $+73.496 $368.514 $+101.801 $266.713 $+266.713 $
EXXON MOBIL CORPXOM367.759 $-39.269 $407.028 $+34.363 $372.665 $-69.160 $441.825 $+441.825 $
Booking Holdings Inc.BKNG230.279 $-180.066 $410.345 $-23.848 $434.193 $+120.923 $313.270 $+313.270 $
CELESTICA INCCLS300.044 $-126.933 $426.977 $+76.354 $350.623 $+28.527 $322.096 $+322.096 $
GENERAL ELECTRIC COGE275.059 $-144.874 $419.933 $+90.989 $328.944 $+83.760 $245.184 $+245.184 $
NEXTERA ENERGY INCNEE363.749 $-26.308 $390.057 $+38.098 $351.959 $-6.461 $358.420 $+358.420 $
ISHARES GOLD TRUSTIAU383.691 $+39.707 $343.984 $+43.845 $300.139 $+15.775 $284.364 $+284.364 $
LAM RESEARCH CORPLRCX336.198 $+32.513 $303.685 $+93.139 $210.546 $+210.546 $
CATERPILLAR INCCAT288.340 $-15.688 $304.028 $+79.254 $224.774 $+224.774 $
INTUITIVE SURGICAL INCISRG231.665 $-68.841 $300.506 $+72.682 $227.824 $+227.824 $
MCDONALDS CORPMCD280.309 $-19.957 $300.266 $+34.683 $265.583 $-3.055 $268.638 $+268.638 $
KLA CORPKLAC240.586 $-54.950 $295.536 $+59.061 $236.475 $+236.475 $
AT&T INC.T291.070 $+40.363 $250.707 $+250.707 $
Walt Disney CoDIS264.724 $-23.227 $287.951 $+21.461 $266.490 $+266.490 $
AppLovin CorpAPP201.472 $-80.196 $281.668 $+281.668 $
AMERICAN EXPRESS COAXP206.062 $-64.981 $271.043 $+22.558 $248.485 $+248.485 $
JOHNSON & JOHNSONJNJ268.906 $+21.364 $247.542 $+247.542 $
SEMPRASRE256.173 $+41.668 $214.505 $+214.505 $
MCKESSON CORPMCK247.728 $+1.288 $246.440 $+23.675 $222.765 $+222.765 $
GOLDMAN SACHS GROUP INCGS226.782 $-6.549 $233.331 $+25.960 $207.371 $+207.371 $
SPS COMMERCE INCSPSC222.156 $+222.156 $
PEPSICO INCPEP218.313 $+218.313 $
Duke Energy CORPDUK202.656 $-7.224 $209.880 $+209.880 $
SOUTHERN COSO209.280 $+6.662 $202.618 $+202.618 $
Eaton Corp plcETN200.598 $+200.598 $
TRANSALTA CORPTAC128.561 $+128.561 $
Lloyds Banking Group plcLYG85.272 $+12.659 $72.613 $+2.641 $69.972 $+8.562 $61.410 $+61.410 $
Hafnia LtdHAFN76.976 $-5.075 $82.051 $+18.513 $63.538 $+63.538 $
237.987.153 $+17.530.688 $221.700.695 $+59.651.492 $162.654.558 $+24.599.526 $138.810.799 $+138.810.799 $
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