Investments: Holistic Financial Partners

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
271.857.099 $+31.901.841 $240.461.850 $+240.461.850 $
BANK OF AMERICA CORP /DE/BAC135.428.445 $+7.515.815 $127.912.630 $+127.912.630 $
ELI LILLY & CoLLY72.945.202 $+20.986.164 $51.959.038 $+51.959.038 $
MORGAN STANLEYMS7.990.997 $+1.470.135 $6.520.862 $+6.520.862 $
NVIDIA CORPNVDA6.986.210 $+26.523 $6.959.687 $+6.959.687 $
JPMORGAN CHASE & COJPM4.855.856 $-23.531 $4.879.387 $+4.879.387 $
APPFOLIO INCAPPF4.762.028 $+715.983 $4.046.045 $+4.046.045 $
FIRST TRUST ADVISORS LP4.532.396 $+167.658 $4.364.738 $+4.364.738 $
AMAZON COM INCAMZN3.284.800 $+189.082 $3.095.718 $+3.095.718 $
MICROSOFT CORPMSFT3.108.365 $+128.967 $2.979.398 $+2.979.398 $
ISHARES GOLD TRUSTIAU2.461.237 $+60.773 $2.400.464 $+2.400.464 $
TIMKEN COTKR2.327.541 $+247.611 $2.079.930 $+2.079.930 $
NETFLIX INCNFLX1.768.127 $-550.585 $2.318.712 $+2.318.712 $
ALPHA PRO TECH LTDAPT2.217.640 $+649.996 $1.567.644 $+1.567.644 $
BlackRock, Inc.BLK1.366.695 $-304.335 $1.671.030 $+1.671.030 $
GOLDMAN SACHS GROUP INCGS1.385.304 $+133.441 $1.251.863 $+1.251.863 $
RTX CorpRTX1.293.337 $+131.230 $1.162.107 $+1.162.107 $
EXXON MOBIL CORPXOM1.229.996 $+64.048 $1.165.948 $+1.165.948 $
JOHNSON & JOHNSONJNJ858.305 $+167.942 $690.363 $+690.363 $
COMCAST CORPCMCSA696.198 $-33.972 $730.170 $+730.170 $
BERKSHIRE HATHAWAY INCBRK-B642.387 $-86.084 $728.471 $+728.471 $
PROCTER & GAMBLE CoPG581.638 $-114.743 $696.381 $+696.381 $
AbbVie Inc.ABBV594.531 $-58.412 $652.943 $+652.943 $
COCA COLA COKO578.156 $-17.730 $595.886 $+595.886 $
UNITEDHEALTH GROUP INCUNH466.695 $-115.293 $581.988 $+581.988 $
CATERPILLAR INCCAT557.486 $+99.352 $458.134 $+458.134 $
AT&T INC.T465.601 $-67.034 $532.635 $+532.635 $
Eaton Corp plcETN346.539 $-85.720 $432.259 $+432.259 $
LINCOLN NATIONAL CORPLNC428.824 $+40.446 $388.378 $+388.378 $
Duke Energy CORPDUK402.382 $-13.171 $415.553 $+415.553 $
iShares Bitcoin Trust ETFIBIT314.633 $-97.272 $411.905 $+411.905 $
ORACLE CORPORCL263.519 $-136.124 $399.643 $+399.643 $
MCDONALDS CORPMCD373.480 $-20.970 $394.450 $+394.450 $
ASTRAZENECA PLCAZN386.198 $+37.659 $348.539 $+348.539 $
EMBRAER S.A.EMBJ379.011 $-5.693 $384.704 $+384.704 $
Medtronic plcMDT372.617 $+20.514 $352.103 $+352.103 $
CHEVRON CORPCVX340.027 $-20.246 $360.273 $+360.273 $
IMPERIAL OIL LTDIMO341.270 $-17.516 $358.786 $+358.786 $
MICRON TECHNOLOGY INCMU337.926 $+337.926 $
Mastercard IncMA321.742 $-10.209 $331.951 $+331.951 $
NEXTERA ENERGY INCNEE328.025 $+20.629 $307.396 $+307.396 $
INTUITIVE SURGICAL INCISRG322.826 $+73.271 $249.555 $+249.555 $
PFIZER INCPFE286.517 $-13.007 $299.524 $+299.524 $
MCKESSON CORPMCK298.586 $+21.244 $277.342 $+277.342 $
PALATIN TECHNOLOGIES INCPTNT265.381 $-28.133 $293.514 $+293.514 $
DTE ENERGY CODTE263.507 $-26.849 $290.356 $+290.356 $
PEPSICO INCPEP253.286 $-35.713 $288.999 $+288.999 $
ANALOG DEVICES INCADI285.845 $+26.631 $259.214 $+259.214 $
CVS HEALTH CorpCVS259.111 $+3.011 $256.100 $+256.100 $
Palo Alto Networks IncPANW231.540 $-16.266 $247.806 $+247.806 $
CSX CORPCSX233.704 $+4.380 $229.324 $+229.324 $
Walmart Inc.WMT233.293 $+233.293 $
Vertiv Holdings CoVRT230.712 $+230.712 $
SEMPRASRE204.165 $+204.165 $
Walt Disney CoDIS200.691 $-2.661 $203.352 $+203.352 $
Liberty Broadband CorpLBRDA201.676 $+201.676 $
Haleon plcHLN113.101 $-9.591 $122.692 $+122.692 $
CEMEX SAB DE CVCX100.751 $+100.751 $
Lloyds Banking Group plcLYG57.633 $+8.265 $49.368 $+49.368 $
271.857.099 $+31.901.841 $240.461.850 $+240.461.850 $
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