Investments: Wealth Advisors of Tampa Bay, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
288.560.346 $+27.424.831 $265.175.644 $+20.900.579 $245.880.074 $+245.880.074 $
BANK OF AMERICA CORP /DE/BAC137.882.037 $+17.384.886 $120.497.151 $+10.207.003 $110.290.148 $+110.290.148 $
MICROSOFT CORPMSFT13.529.283 $+3.212.001 $10.317.282 $+2.517.801 $7.799.481 $+7.799.481 $
APPFOLIO INCAPPF10.876.032 $+2.074.234 $8.801.798 $-695.375 $9.497.173 $+9.497.173 $
Walmart Inc.WMT9.811.326 $+956.170 $8.855.156 $+527.646 $8.327.510 $+8.327.510 $
ALPHA PRO TECH LTDAPT9.564.654 $+3.722.627 $5.842.027 $+682.241 $5.159.786 $+5.159.786 $
GOLDMAN SACHS GROUP INCGS8.978.985 $+890.107 $8.088.878 $+1.660.133 $6.428.745 $+6.428.745 $
ANALOG DEVICES INCADI7.963.245 $+955.217 $7.008.028 $+1.073.280 $5.934.748 $+5.934.748 $
AMAZON COM INCAMZN7.385.546 $-334.134 $7.719.680 $+993.604 $6.726.076 $+6.726.076 $
Bank of New York Mellon CorpBK7.007.081 $+1.067.612 $5.939.469 $+390.200 $5.549.269 $+5.549.269 $
VERIZON COMMUNICATIONS INCVZ6.132.360 $+1.203.116 $4.929.244 $-188.633 $5.117.877 $+5.117.877 $
MCDONALDS CORPMCD5.950.315 $+779.778 $5.170.537 $-313.745 $5.484.282 $+5.484.282 $
GARMIN LTDGRMN5.607.801 $+54.598 $5.553.203 $-186.860 $5.740.063 $+5.740.063 $
AT&T INC.T4.318.285 $-825.253 $5.143.538 $-220.781 $5.364.319 $+5.364.319 $
RTX CorpRTX4.679.269 $+278.367 $4.400.902 $+343.778 $4.057.124 $+4.057.124 $
COMCAST CORPCMCSA1.209.323 $-2.827.509 $4.036.832 $-625.023 $4.661.855 $+4.661.855 $
NVIDIA CORPNVDA4.556.761 $+717.915 $3.838.846 $+1.237.939 $2.600.907 $+2.600.907 $
TELUS CORPTU1.975.511 $-2.566.601 $4.542.112 $+547.929 $3.994.183 $+3.994.183 $
BlackRock, Inc.BLK4.420.987 $+166.645 $4.254.342 $-52.971 $4.307.313 $+4.307.313 $
Medtronic plcMDT4.264.691 $+488.824 $3.775.867 $+14.497 $3.761.370 $+3.761.370 $
CHEVRON CORPCVX4.160.188 $+336.146 $3.824.042 $+6.309 $3.817.733 $+3.817.733 $
LOCKHEED MARTIN CORPLMT3.786.655 $-91.222 $3.877.877 $+159.905 $3.717.972 $+3.717.972 $
PFIZER INCPFE2.442.555 $-969.708 $3.412.263 $-176.641 $3.588.904 $+3.588.904 $
GENERAL DYNAMICS CORPGD3.205.345 $+247.615 $2.957.730 $+227.565 $2.730.165 $+2.730.165 $
3M COMMM2.970.664 $+221.210 $2.749.454 $+142.683 $2.606.771 $+2.606.771 $
Kraft Heinz CoKHC896.842 $-1.623.869 $2.520.711 $+836.374 $1.684.337 $+1.684.337 $
DEXCOM INCDXCM2.289.182 $+885.478 $1.403.704 $+1.403.704 $
NEXTERA ENERGY INCNEE2.153.992 $+256.673 $1.897.319 $-26.004 $1.923.323 $+1.923.323 $
BERKSHIRE HATHAWAY INCBRK-B892.204 $-990.155 $1.882.359 $-181.389 $2.063.748 $+2.063.748 $
Zoetis Inc.ZTS1.931.134 $-37.755 $1.968.889 $+1.968.889 $
REALTY INCOME CORPO1.739.875 $+1.739.875 $
ENBRIDGE INCENB1.216.080 $-228.495 $1.444.575 $-287 $1.444.862 $+1.444.862 $
Accenture plcACN1.142.429 $-169.702 $1.312.131 $+544.512 $767.619 $+767.619 $
PEPSICO INCPEP1.294.120 $+103.515 $1.190.605 $+340.894 $849.711 $+849.711 $
SHERWIN WILLIAMS COSHW972.090 $-57.990 $1.030.080 $-17.490 $1.047.570 $+1.047.570 $
EXXON MOBIL CORPXOM1.031.554 $+107.492 $924.062 $-82.086 $1.006.148 $+1.006.148 $
AMGEN INCAMGN725.647 $+152.708 $572.939 $-78.825 $651.764 $+651.764 $
KLA CORPKLAC619.690 $+619.690 $
INTUITIVE SURGICAL INCISRG601.473 $+124.903 $476.570 $+89.268 $387.302 $+387.302 $
HALLIBURTON COHAL573.961 $+97.375 $476.586 $+222.249 $254.337 $+254.337 $
TARGET CORPTGT472.623 $+147.075 $325.548 $-3.186 $328.734 $+328.734 $
Walt Disney CoDIS210.475 $-239.806 $450.281 $+91.901 $358.380 $+358.380 $
MICRON TECHNOLOGY INCMU428.115 $+181.615 $246.500 $+72.720 $173.780 $+173.780 $
PROCTER & GAMBLE CoPG246.207 $-27.505 $273.712 $-19.070 $292.782 $+292.782 $
MPLX LPMPLX261.513 $+9.114 $252.399 $-9.849 $262.248 $+262.248 $
HERSHEY COHSY250.559 $+250.559 $
AbbVie Inc.ABBV215.923 $+35.736 $180.187 $+180.187 $
VALLEY NATIONAL BANCORPVLY186.634 $+43.941 $142.693 $+640 $142.053 $+142.053 $
JPMORGAN CHASE & COJPM156.992 $+156.992 $
GENERAL ELECTRIC COGE127.896 $+127.896 $
SOUTHERN COSO125.880 $+125.880 $
CUMMINS INCCMI125.376 $+125.376 $
BCE INCBCE101.598 $+101.598 $
NORDSON CORPNDSN100.860 $+100.860 $
UNITEDHEALTH GROUP INCUNH99.513 $+99.513 $
TotalEnergies SETTE80.863 $+80.863 $
ALIGN TECHNOLOGY INCALGN47.658 $+47.658 $
AMERICAN EXPRESS COAXP40.358 $+40.358 $
COCA COLA COKO39.606 $+39.606 $
PALATIN TECHNOLOGIES INCPTNT33.760 $+33.760 $
SPS COMMERCE INCSPSC33.136 $+33.136 $
BOEING COBA31.552 $+31.552 $
NNN REIT, INC.NNN29.215 $+29.215 $
288.560.346 $+27.424.831 $265.175.644 $+20.900.579 $245.880.074 $+245.880.074 $
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