Investments: Gradient Capital 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. ($)
256.669.634 $+8.159.935 $248.500.522 $+25.320.848 $223.595.737 $+17.803.416 $205.792.321 $+205.792.321 $
BANK OF AMERICA CORP /DE/BAC173.576.530 $+3.432.752 $170.143.778 $+12.681.800 $157.461.978 $+12.396.126 $145.065.852 $+145.065.852 $
APPFOLIO INCAPPF19.782.273 $+1.059.442 $18.722.831 $+3.546.996 $15.175.835 $-1.783.137 $16.958.972 $+16.958.972 $
ALPHA PRO TECH LTDAPT8.430.388 $+2.195.210 $6.235.178 $+1.818.605 $4.416.573 $+594.711 $3.821.862 $+3.821.862 $
MICROSOFT CORPMSFT6.997.953 $-623.940 $7.621.893 $+452.721 $7.169.172 $+1.844.039 $5.325.133 $+5.325.133 $
JPMORGAN CHASE & COJPM7.451.073 $-112.360 $7.563.433 $+526.072 $7.037.361 $+1.143.127 $5.894.234 $+5.894.234 $
NVIDIA CORPNVDA6.082.555 $-225.557 $6.308.112 $+1.930.192 $4.377.920 $+1.452.741 $2.925.179 $+2.925.179 $
BlackRock, Inc.BLK4.998.031 $-172.935 $5.170.966 $+786.612 $4.384.354 $-459.550 $4.843.904 $+4.843.904 $
BERKSHIRE HATHAWAY INCBRK-B4.781.207 $+44.391 $4.736.816 $+177.379 $4.559.437 $+21.855 $4.537.582 $+4.537.582 $
SPS COMMERCE INCSPSC3.692.024 $+319.680 $3.372.344 $+375.255 $2.997.089 $+403.541 $2.593.548 $+2.593.548 $
LAM RESEARCH CORPLRCX3.655.847 $+718.719 $2.937.128 $+754.778 $2.182.350 $+613.930 $1.568.420 $+1.568.420 $
AMAZON COM INCAMZN2.316.510 $+72.505 $2.244.005 $+99.687 $2.144.318 $+350.927 $1.793.391 $+1.793.391 $
CHEVRON CORPCVX1.412.502 $-67.643 $1.480.145 $+115.450 $1.364.695 $-289.537 $1.654.232 $+1.654.232 $
Bank of New York Mellon CorpBK1.548.873 $+899.362 $649.511 $+649.511 $
ADVANCED MICRO DEVICES INCAMD1.167.814 $-105.473 $1.273.287 $+140.499 $1.132.788 $+168.265 $964.523 $+964.523 $
JOHNSON & JOHNSONJNJ1.123.438 $+117.753 $1.005.685 $+184.744 $820.941 $-110.411 $931.352 $+931.352 $
AMGEN INCAMGN1.011.105 $+140.316 $870.789 $+17.434 $853.355 $-110.685 $964.040 $+964.040 $
LOCKHEED MARTIN CORPLMT834.577 $-74.324 $908.901 $+55.321 $853.580 $+28.036 $825.544 $+825.544 $
NETFLIX INCNFLX616.941 $-186.335 $803.276 $-79.211 $882.487 $+269.815 $612.672 $+612.672 $
CATERPILLAR INCCAT641.475 $+104.831 $536.644 $+96.961 $439.683 $+22.985 $416.698 $+416.698 $
Constellation Energy CorpCEG467.182 $+51.107 $416.075 $+8.968 $407.107 $+174.171 $232.936 $+232.936 $
EXXON MOBIL CORPXOM447.745 $+16.134 $431.611 $+22.389 $409.222 $-50.785 $460.007 $+460.007 $
ORACLE CORPORCL386.791 $+97.114 $289.677 $+69.298 $220.379 $+220.379 $
Accenture plcACN327.058 $+25.220 $301.838 $-62.509 $364.347 $-16.030 $380.377 $+380.377 $
BOEING COBA378.939 $+29.942 $348.997 $+14.797 $334.200 $+73.570 $260.630 $+260.630 $
Walt Disney CoDIS337.214 $-10.866 $348.080 $-25.314 $373.394 $+72.464 $300.930 $+300.930 $
INTEL CORPINTC342.459 $+24.280 $318.179 $+94.431 $223.748 $-18.886 $242.634 $+242.634 $
STARBUCKS CORPSBUX333.337 $+62.617 $270.720 $-21.122 $291.842 $-23.910 $315.752 $+315.752 $
PFIZER INCPFE257.320 $-68.918 $326.238 $+72.498 $253.740 $-79.335 $333.075 $+333.075 $
AbbVie Inc.ABBV321.759 $-4.000 $325.759 $+69.696 $256.063 $-23.828 $279.891 $+279.891 $
GOLDMAN SACHS GROUP INCGS316.955 $+54.159 $262.796 $+30.654 $232.142 $+232.142 $
Walmart Inc.WMT312.314 $+23.098 $289.216 $+21.369 $267.847 $+31.507 $236.340 $+236.340 $
PROCTER & GAMBLE CoPG255.216 $-29.294 $284.510 $-5.691 $290.201 $-14.735 $304.936 $+304.936 $
PALATIN TECHNOLOGIES INCPTNT300.931 $+6.140 $294.791 $+294.791 $
YUM BRANDS INCYUM231.005 $-1.403 $232.408 $-38.021 $270.429 $-16.753 $287.182 $+287.182 $
Palo Alto Networks IncPANW255.485 $-26.936 $282.421 $+632 $281.789 $+56.544 $225.245 $+225.245 $
FEDEX CORPFDX278.750 $+51.193 $227.557 $+8.203 $219.354 $-15.894 $235.248 $+235.248 $
AMERICAN EXPRESS COAXP257.331 $+26.525 $230.806 $+11.352 $219.454 $+219.454 $
ELI LILLY & CoLLY255.774 $+255.774 $
INTUITIVE SURGICAL INCISRG240.703 $+24.969 $215.734 $+215.734 $
RTX CorpRTX230.350 $+20.686 $209.664 $+209.664 $
SOUTHERN COSO206.557 $+206.557 $
CITIGROUP INCC200.329 $+200.329 $
UR-ENERGY INCURG13.900 $-4.000 $17.900 $+7.400 $10.500 $+10.500 $
256.669.634 $+8.159.935 $248.500.522 $+25.320.848 $223.595.737 $+17.803.416 $205.792.321 $+205.792.321 $
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