Investments: Cypress Wealth Services, 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. ($)
601.215.036 $+98.933.928 $502.726.956 $+36.073.937 $467.101.750 $+42.159.573 $424.942.177 $+424.942.177 $
BANK OF AMERICA CORP /DE/BAC357.454.571 $+48.334.784 $309.119.787 $+23.604.960 $285.514.827 $+18.274.781 $267.240.046 $+267.240.046 $
BlackRock, Inc.BLK54.406.030 $+3.152.172 $51.253.858 $-3.616.107 $54.869.965 $+9.851.621 $45.018.344 $+45.018.344 $
APPFOLIO INCAPPF45.682.969 $+11.013.669 $34.669.300 $+7.075.268 $27.594.032 $-1.938.148 $29.532.180 $+29.532.180 $
ALPHA PRO TECH LTDAPT16.524.544 $+4.839.516 $11.685.028 $+2.599.133 $9.085.895 $+2.566.939 $6.518.956 $+6.518.956 $
MICROSOFT CORPMSFT12.247.470 $+3.480.172 $8.767.298 $+443.461 $8.323.837 $+2.901.871 $5.421.966 $+5.421.966 $
MORGAN STANLEYMS8.253.554 $+772.348 $7.481.206 $-2.209.679 $9.690.885 $+299.628 $9.391.257 $+9.391.257 $
NVIDIA CORPNVDA9.432.371 $+1.547.054 $7.885.317 $+1.376.413 $6.508.904 $+2.690.098 $3.818.806 $+3.818.806 $
AMAZON COM INCAMZN8.307.212 $+2.269.037 $6.038.175 $+535.216 $5.502.959 $+1.048.211 $4.454.748 $+4.454.748 $
JPMORGAN CHASE & COJPM6.020.224 $+2.514.803 $3.505.421 $+469.675 $3.035.746 $+457.223 $2.578.523 $+2.578.523 $
BERKSHIRE HATHAWAY INCBRK-B5.909.153 $+299.077 $5.610.076 $+349.673 $5.260.403 $-178.304 $5.438.707 $+5.438.707 $
ISHARES GOLD TRUSTIAU5.025.478 $+937.114 $4.088.364 $+1.424.158 $2.664.206 $-50.784 $2.714.990 $+2.714.990 $
BARCLAYS PLCBCS4.716.662 $+44.027 $4.672.635 $+200.292 $4.472.343 $+1.137.636 $3.334.707 $+3.334.707 $
ELI LILLY & CoLLY2.827.019 $+802.766 $2.024.253 $+171.065 $1.853.188 $-29.638 $1.882.826 $+1.882.826 $
UNITED PARCEL SERVICE INCUPS2.500.440 $+379.100 $2.121.340 $-438.668 $2.560.008 $-239.546 $2.799.554 $+2.799.554 $
GOLDMAN SACHS GROUP INCGS2.386.071 $+892.511 $1.493.560 $-1.097.569 $2.591.129 $+548.615 $2.042.514 $+2.042.514 $
JOHNSON & JOHNSONJNJ2.539.626 $+1.210.280 $1.329.346 $+315.952 $1.013.394 $-76.482 $1.089.876 $+1.089.876 $
CHEVRON CORPCVX2.528.613 $+957.637 $1.570.976 $+197.154 $1.373.822 $-243.157 $1.616.979 $+1.616.979 $
AMERICAN EXPRESS COAXP2.471.589 $+435.361 $2.036.228 $+88.526 $1.947.702 $+468.327 $1.479.375 $+1.479.375 $
Roblox CorpRBLX2.372.558 $+2.372.558 $
EXXON MOBIL CORPXOM2.348.803 $+539.983 $1.808.820 $+81.624 $1.727.196 $-179.821 $1.907.017 $+1.907.017 $
PROCTER & GAMBLE CoPG2.030.715 $+1.551.491 $479.224 $-2.277 $481.501 $-34.067 $515.568 $+515.568 $
Walmart Inc.WMT1.969.719 $+424.240 $1.545.479 $+117.272 $1.428.207 $+186.188 $1.242.019 $+1.242.019 $
CATERPILLAR INCCAT1.694.979 $+1.694.979 $
ORACLE CORPORCL1.234.137 $-349.178 $1.583.315 $+201.662 $1.381.653 $+674.584 $707.069 $+707.069 $
RAYMOND JAMES FINANCIAL INCRJF1.297.529 $+23.610 $1.273.919 $+32.810 $1.241.109 $+336.749 $904.360 $+904.360 $
VERIZON COMMUNICATIONS INCVZ1.255.019 $+376.068 $878.951 $+42.193 $836.758 $-56.431 $893.189 $+893.189 $
PALATIN TECHNOLOGIES INCPTNT1.203.901 $+420.042 $783.859 $+278.248 $505.611 $+249.879 $255.732 $+255.732 $
AMGEN INCAMGN1.195.846 $+349.911 $845.935 $+9.903 $836.032 $-83.472 $919.504 $+919.504 $
NETFLIX INCNFLX1.089.280 $+38.937 $1.050.343 $-128.191 $1.178.534 $+411.994 $766.540 $+766.540 $
WESTAMERICA BANCORPORATIONWABC1.041.498 $-47.034 $1.088.532 $+33.751 $1.054.781 $-47.687 $1.102.468 $+1.102.468 $
Bloom Energy CorpBE1.100.809 $+44.699 $1.056.110 $+758.952 $297.158 $+53.669 $243.489 $+243.489 $
AbbVie Inc.ABBV1.053.792 $+477.341 $576.451 $+63.488 $512.963 $-82.558 $595.521 $+595.521 $
iShares Bitcoin Trust ETFIBIT866.591 $-167.819 $1.034.410 $+81.921 $952.489 $+254.224 $698.265 $+698.265 $
COCA COLA COKO942.306 $+265.408 $676.898 $-58.514 $735.412 $+74.431 $660.981 $+660.981 $
Mastercard IncMA928.419 $+239.085 $689.334 $+52.927 $636.407 $-26.348 $662.755 $+662.755 $
Walt Disney CoDIS647.018 $-162.450 $809.468 $-112.430 $921.898 $+187.662 $734.236 $+734.236 $
SCHWAB CHARLES CORPSCHW868.153 $+46.097 $822.056 $+37.200 $784.856 $+134.127 $650.729 $+650.729 $
ALAMOS GOLD INCAGI854.007 $+82.346 $771.661 $+183.729 $587.932 $+1.256 $586.676 $+586.676 $
DEERE & CODE847.772 $+377.401 $470.371 $-71.903 $542.274 $+542.274 $
Booking Holdings Inc.BKNG826.201 $+171.631 $654.570 $-41.249 $695.819 $+156.099 $539.720 $+539.720 $
FORD MOTOR COF745.016 $+68.166 $676.850 $+55.007 $621.843 $+43.754 $578.089 $+578.089 $
UNITEDHEALTH GROUP INCUNH588.496 $+44.275 $544.221 $+51.919 $492.302 $-242.693 $734.995 $+734.995 $
BECTON DICKINSON & COBDX460.959 $-271.592 $732.551 $+113.769 $618.782 $-73.482 $692.264 $+692.264 $
ENBRIDGE INCENB731.034 $+20.557 $710.477 $+72.371 $638.106 $+14.177 $623.929 $+623.929 $
COMCAST CORPCMCSA563.248 $-50.711 $613.959 $-62.967 $676.926 $-13.340 $690.266 $+690.266 $
MCDONALDS CORPMCD669.907 $+298.178 $371.729 $+43.288 $328.441 $-17.657 $346.098 $+346.098 $
AT&T INC.T668.427 $+255.777 $412.650 $-9.320 $421.970 $+24.821 $397.149 $+397.149 $
Medtronic plcMDT665.312 $-1.368 $666.680 $+56.926 $609.754 $-13.425 $623.179 $+623.179 $
Duke Energy CORPDUK661.937 $+37.294 $624.643 $+38.653 $585.990 $-7.568 $593.558 $+593.558 $
RTX CorpRTX653.667 $+285.500 $368.167 $+22.986 $345.181 $+52.899 $292.282 $+292.282 $
STARBUCKS CORPSBUX463.761 $-140.015 $603.776 $-48.483 $652.259 $+4.573 $647.686 $+647.686 $
SPS COMMERCE INCSPSC650.345 $+79.460 $570.885 $+96.570 $474.315 $+86.479 $387.836 $+387.836 $
MICRON TECHNOLOGY INCMU619.604 $+297.666 $321.938 $+91.269 $230.669 $+230.669 $
CITIGROUP INCC596.605 $+146.488 $450.117 $+242.942 $207.175 $-745 $207.920 $+207.920 $
Accenture plcACN593.549 $+189.308 $404.241 $+42.806 $361.435 $+12 $361.423 $+361.423 $
GSK plcGSK578.321 $+75.848 $502.473 $+57.455 $445.018 $+1.677 $443.341 $+443.341 $
PEPSICO INCPEP560.495 $+99.944 $460.551 $+151.752 $308.799 $-8.869 $317.668 $+317.668 $
LOCKHEED MARTIN CORPLMT489.241 $+201.982 $287.259 $+287.259 $
AGNICO EAGLE MINES LTDAEM437.104 $-41.325 $478.429 $+140.866 $337.563 $+35.424 $302.139 $+302.139 $
Lloyds Banking Group plcLYG475.280 $+62.850 $412.430 $+26.489 $385.941 $+39.830 $346.111 $+346.111 $
PFIZER INCPFE428.897 $-36.333 $465.230 $+18.154 $447.076 $-2.074 $449.150 $+449.150 $
FRANCO NEVADA CorpFNV323.564 $-101.525 $425.089 $+45.450 $379.639 $-4.807 $384.446 $+384.446 $
ROYAL BANK OF CANADARY424.009 $+424.009 $
ARES CAPITAL CORPARCC299.714 $-57.636 $357.350 $-46.871 $404.221 $-8.891 $413.112 $+413.112 $
SYSCO CORPSYY406.528 $+83.535 $322.993 $+28.601 $294.392 $+294.392 $
FISERV INCFISV223.743 $-73.312 $297.055 $-108.971 $406.026 $+75.223 $330.803 $+330.803 $
ADVANCED MICRO DEVICES INCAMD401.336 $+401.336 $
CONOCOPHILLIPSCOP397.850 $+82.469 $315.381 $+35.784 $279.597 $-12.259 $291.856 $+291.856 $
GENUINE PARTS COGPC264.598 $-119.603 $384.201 $+50.635 $333.566 $-1.694 $335.260 $+335.260 $
MCKESSON CORPMCK383.718 $+61.809 $321.909 $+16.630 $305.279 $+35.059 $270.220 $+270.220 $
ASTRAZENECA PLCAZN381.180 $+381.180 $
BALL CorpBALL349.359 $+17.498 $331.861 $-39.986 $371.847 $+34.065 $337.782 $+337.782 $
INTUITIVE SURGICAL INCISRG367.001 $+367.001 $
GENERAL ELECTRIC COGE361.058 $+50.751 $310.307 $+52.437 $257.870 $+257.870 $
NOVARTIS AGNVS359.289 $+86.651 $272.638 $+15.855 $256.783 $+35.607 $221.176 $+221.176 $
GENERAL DYNAMICS CORPGD329.771 $-5.684 $335.455 $+48.499 $286.956 $-27.852 $314.808 $+314.808 $
COLGATE PALMOLIVE COCL328.537 $+118.760 $209.777 $+209.777 $
STRYKER CORPSYK327.790 $+327.790 $
Bank of New York Mellon CorpBK326.285 $+102.794 $223.491 $+223.491 $
CHIPOTLE MEXICAN GRILL INCCMG281.829 $+61.542 $220.287 $-99.824 $320.111 $+50.734 $269.377 $+269.377 $
LAM RESEARCH CORPLRCX313.319 $+65.725 $247.594 $+247.594 $
FREEPORT-MCMORAN INCFCX312.938 $+84.754 $228.184 $-41.900 $270.084 $+44.536 $225.548 $+225.548 $
ANALOG DEVICES INCADI310.192 $+93.918 $216.274 $+216.274 $
Shell plcSHEL309.424 $+309.424 $
SEMPRASRE302.700 $+12.071 $290.629 $+48.954 $241.675 $+21.455 $220.220 $+220.220 $
AFLAC INCAFL299.628 $+299.628 $
BOSTON SCIENTIFIC CORPBSX261.640 $-9.186 $270.826 $-24.981 $295.807 $+39.572 $256.235 $+256.235 $
CARMAX INCKMX246.123 $-37.038 $283.161 $+283.161 $
NUCOR CORPNUE263.255 $+47.113 $216.142 $+9.534 $206.608 $+206.608 $
LINDE PLCLIN261.473 $+261.473 $
MICROCHIP TECHNOLOGY INCMCHP248.933 $+248.933 $
FIRST MAJESTIC SILVER CORPAG247.101 $-1.255 $248.356 $+49.934 $198.422 $+37.909 $160.513 $+160.513 $
UNILEVER PLCUL227.592 $-4.356 $231.948 $-8.273 $240.221 $+22.506 $217.715 $+217.715 $
EVERSOURCE ENERGYES224.136 $-13.656 $237.792 $+26.807 $210.985 $+210.985 $
AppLovin CorpAPP218.992 $-15.252 $234.244 $+234.244 $
BOEING COBA230.147 $+230.147 $
CVS HEALTH CorpCVS229.310 $+229.310 $
Eaton Corp plcETN227.170 $+10.477 $216.693 $+216.693 $
Fidelity Ethereum FundFETH218.678 $+218.678 $
INTEL CORPINTC213.732 $+213.732 $
Aon plcAON202.906 $+202.906 $
ANTERO RESOURCES CorpAR202.608 $+202.608 $
NICOLET BANKSHARES INCNIC202.075 $+202.075 $
BIOCRYST PHARMACEUTICALS INCBCRX156.000 $+4.200 $151.800 $-27.400 $179.200 $+29.200 $150.000 $+150.000 $
NOVAGOLD RESOURCES INCNG95.194 $-82.689 $177.883 $+95.228 $82.655 $+23.645 $59.010 $+59.010 $
SILVERCORP METALS INCSVM170.119 $-6.070 $176.189 $+32.194 $143.995 $+11.943 $132.052 $+132.052 $
Organon & Co.OGN82.724 $+82.724 $
Bitfarms LtdBITF55.225 $-14.288 $69.513 $+6.372 $63.141 $+3.908 $59.233 $+59.233 $
PLUG POWER INCPLUG20.977 $-3.833 $24.810 $+8.944 $15.866 $+1.491 $14.375 $+14.375 $
UR-ENERGY INCURG14.292 $+14.292 $
601.215.036 $+98.933.928 $502.726.956 $+36.073.937 $467.101.750 $+42.159.573 $424.942.177 $+424.942.177 $
Erweiterte Einstellungen ×