Investments: Financial Advocates Investment Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
139.273.872 $-805.103.996 $1.061.971.276 $-166.661.825 $1.239.378.834 $+1.239.378.834 $
BANK OF AMERICA CORP /DE/BAC85.720.155 $-639.556.044 $725.276.199 $-128.419.575 $853.695.774 $+853.695.774 $
BlackRock, Inc.BLK17.057.536 $-43.416.339 $60.473.875 $-29.824.745 $90.298.620 $+90.298.620 $
NVIDIA CORPNVDA1.522.452 $-36.935.283 $38.457.735 $-11.412.852 $49.870.587 $+49.870.587 $
APPFOLIO INCAPPF18.173.454 $-27.402.965 $45.576.419 $+25.836.937 $19.739.482 $+19.739.482 $
MICROSOFT CORPMSFT2.362.812 $-23.884.567 $26.247.379 $+15.482.117 $10.765.262 $+10.765.262 $
AMAZON COM INCAMZN1.403.273 $-11.348.804 $12.752.077 $-9.922.768 $22.674.845 $+22.674.845 $
SPS COMMERCE INCSPSC7.762.231 $-8.868.546 $16.630.777 $-3.735.112 $20.365.889 $+20.365.889 $
MORGAN STANLEYMS20.148.954 $+2.219.293 $17.929.661 $+17.929.661 $
ALPHA PRO TECH LTDAPT2.759.504 $-4.735.471 $7.494.975 $+4.413.785 $3.081.190 $+3.081.190 $
BERKSHIRE HATHAWAY INCBRK-B357.448 $-2.930.244 $3.287.692 $-3.959.676 $7.247.368 $+7.247.368 $
Strategy IncMSTR5.259.437 $+1.471.568 $3.787.869 $+3.787.869 $
CATERPILLAR INCCAT5.121.757 $+619.062 $4.502.695 $+4.502.695 $
ELI LILLY & CoLLY4.009.626 $-1.103.536 $5.113.162 $+5.113.162 $
CHEVRON CORPCVX3.137.694 $-1.652.811 $4.790.505 $+4.790.505 $
JPMORGAN CHASE & COJPM3.944.091 $-790.435 $4.734.526 $+4.734.526 $
BOEING COBA1.195.685 $-3.361.209 $4.556.894 $+4.556.894 $
ISHARES GOLD TRUSTIAU952.122 $-939.348 $1.891.470 $-2.630.753 $4.522.223 $+4.522.223 $
PALATIN TECHNOLOGIES INCPTNT4.202.613 $+1.606.132 $2.596.481 $+2.596.481 $
AbbVie Inc.ABBV3.087.449 $+844.475 $2.242.974 $+2.242.974 $
CITIGROUP INCC2.845.390 $-221.146 $3.066.536 $+3.066.536 $
Parker-Hannifin CorpPH937.830 $-2.121.187 $3.059.017 $+3.059.017 $
NETFLIX INCNFLX261.365 $-2.151.748 $2.413.113 $-396.601 $2.809.714 $+2.809.714 $
PROCTER & GAMBLE CoPG2.055.115 $-678.294 $2.733.409 $+2.733.409 $
AMGEN INCAMGN799.975 $-1.784.728 $2.584.703 $+2.584.703 $
Palo Alto Networks IncPANW1.216.792 $-1.179.509 $2.396.301 $+2.396.301 $
STARBUCKS CORPSBUX1.406.059 $-936.173 $2.342.232 $+2.342.232 $
EXXON MOBIL CORPXOM1.222.712 $-1.112.608 $2.335.320 $+2.335.320 $
FISERV INCFISV1.756.341 $-539.849 $2.296.190 $+2.296.190 $
Mastercard IncMA211.906 $-963.653 $1.175.559 $-1.104.311 $2.279.870 $+2.279.870 $
JOHNSON & JOHNSONJNJ1.513.689 $-533.588 $2.047.277 $+2.047.277 $
ASML HOLDING NVASML1.219.233 $-819.180 $2.038.413 $+2.038.413 $
UNITEDHEALTH GROUP INCUNH704.254 $-1.268.862 $1.973.116 $+1.973.116 $
VERIZON COMMUNICATIONS INCVZ1.223.102 $-748.771 $1.971.873 $+1.971.873 $
MCDONALDS CORPMCD1.540.671 $-406.219 $1.946.890 $+1.946.890 $
ADVANCED MICRO DEVICES INCAMD1.911.262 $+197.658 $1.713.604 $+1.713.604 $
Walmart Inc.WMT1.039.737 $-711.507 $1.751.244 $+1.751.244 $
NEXTERA ENERGY INCNEE993.159 $-743.524 $1.736.683 $+1.736.683 $
COCA COLA COKO1.473.730 $-247.768 $1.721.498 $+1.721.498 $
DEERE & CODE1.265.973 $-351.178 $1.617.151 $+1.617.151 $
RTX CorpRTX233.760 $-659.132 $892.892 $-638.161 $1.531.053 $+1.531.053 $
PAYCHEX INCPAYX979.257 $-532.381 $1.511.638 $+1.511.638 $
Accenture plcACN774.134 $-708.025 $1.482.159 $+1.482.159 $
SAP SESAP577.229 $-776.113 $1.353.342 $+1.353.342 $
FIRST TRUST ADVISORS LP613.254 $-691.372 $1.304.626 $+1.304.626 $
Phillips 66PSX613.171 $-645.429 $1.258.600 $+1.258.600 $
abrdn Gold ETF TrustSGOL1.249.208 $+7.530 $1.241.678 $+1.241.678 $
ORACLE CORPORCL249.460 $-904.008 $1.153.468 $-88.716 $1.242.184 $+1.242.184 $
STRYKER CORPSYK1.040.661 $-173.542 $1.214.203 $+1.214.203 $
GARMIN LTDGRMN1.050.642 $-162.934 $1.213.576 $+1.213.576 $
UNITED PARCEL SERVICE INCUPS1.173.153 $-20.385 $1.193.538 $+1.193.538 $
CONOCOPHILLIPSCOP935.456 $-226.921 $1.162.377 $+1.162.377 $
NICOLET BANKSHARES INCNIC1.121.236 $+1.121.236 $
Duke Energy CORPDUK589.365 $-485.189 $1.074.554 $+1.074.554 $
Zoetis Inc.ZTS626.436 $-383.838 $1.010.274 $+1.010.274 $
LINDE PLCLIN996.584 $+3.261 $993.323 $+993.323 $
LOCKHEED MARTIN CORPLMT521.762 $-469.840 $991.602 $+991.602 $
Monster Beverage CorpMNST686.159 $-288.258 $974.417 $+974.417 $
EQUINIX INCEQIX462.175 $-463.147 $925.322 $+925.322 $
ASTRAZENECA PLCAZN492.606 $-420.583 $913.189 $+913.189 $
ENBRIDGE INCENB446.801 $-450.762 $897.563 $+897.563 $
SOUTHERN COSO685.343 $-210.395 $895.738 $+895.738 $
Sea LtdSE579.143 $-311.191 $890.334 $+890.334 $
Eaton Corp plcETN889.080 $+295.947 $593.133 $+593.133 $
PFIZER INCPFE370.403 $-482.025 $852.428 $+852.428 $
INTUITIVE SURGICAL INCISRG470.050 $-381.318 $851.368 $+851.368 $
AT&T INC.T835.659 $-5.567 $841.226 $+841.226 $
Walt Disney CoDIS663.335 $-172.851 $836.186 $+836.186 $
GOLDMAN SACHS GROUP INCGS781.379 $+122.747 $658.632 $+658.632 $
LAM RESEARCH CORPLRCX721.248 $-59.962 $781.210 $+781.210 $
COPART INCCPRT316.697 $-453.834 $770.531 $+770.531 $
PEPSICO INCPEP441.089 $-325.755 $766.844 $+766.844 $
MERCADOLIBRE INCMELI744.877 $+11.348 $733.529 $+733.529 $
SYNOPSYS INCSNPS298.893 $-426.292 $725.185 $+725.185 $
GENUINE PARTS COGPC720.955 $+9.424 $711.531 $+711.531 $
DOVER CorpDOV620.049 $-95.707 $715.756 $+715.756 $
CINTAS CORPCTAS246.394 $-407.844 $654.238 $-55.535 $709.773 $+709.773 $
XCEL ENERGY INCXEL529.931 $-171.890 $701.821 $+701.821 $
SHERWIN WILLIAMS COSHW387.563 $-279.188 $666.751 $+666.751 $
MICRON TECHNOLOGY INCMU662.762 $+192.976 $469.786 $+469.786 $
FASTENAL COFAST659.047 $+371.620 $287.427 $+287.427 $
CHIPOTLE MEXICAN GRILL INCCMG484.035 $-154.817 $638.852 $+638.852 $
CENTRUS ENERGY CORPLEU628.674 $+418.035 $210.639 $+210.639 $
TARGET CORPTGT608.620 $+608.620 $
INTEL CORPINTC298.901 $-302.699 $601.600 $+601.600 $
RIO TINTO PLCRIO581.875 $+581.875 $
BROWN & BROWN, INC.BRO579.135 $+579.135 $
RESMED INCRMD565.654 $-9.991 $575.645 $+575.645 $
3M COMMM502.995 $-43.056 $546.051 $+546.051 $
TEXTRON INCTXT539.789 $+57.217 $482.572 $+482.572 $
SYSCO CORPSYY533.725 $+8.463 $525.262 $+525.262 $
RELX PLCRELX523.977 $+208.057 $315.920 $+315.920 $
NOVARTIS AGNVS517.726 $+258.880 $258.846 $+258.846 $
CSX CORPCSX501.112 $+501.112 $
KLA CORPKLAC493.627 $-4.385 $498.012 $+498.012 $
FACTSET RESEARCH SYSTEMS INCFDS412.023 $-79.071 $491.094 $+491.094 $
DELTA AIR LINES, INC.DAL470.926 $+16.686 $454.240 $+454.240 $
SMITH A O CORPAOS461.619 $+12.894 $448.725 $+448.725 $
Public StoragePSA454.525 $+454.525 $
WESTAMERICA BANCORPORATIONWABC430.777 $-19.142 $449.919 $+449.919 $
INSULET CORPPODD435.454 $+435.454 $
HERSHEY COHSY429.703 $+429.703 $
Sony Group CorpSONY321.391 $-108.157 $429.548 $+429.548 $
FORD MOTOR COF426.543 $+4.525 $422.018 $+422.018 $
ARES CAPITAL CORPARCC219.908 $-205.852 $425.760 $+425.760 $
PENTAIR plcPNR421.443 $+421.443 $
Infosys LtdINFY407.760 $-11.195 $418.955 $+418.955 $
DEXCOM INCDXCM417.388 $+417.388 $
GRACO INCGGG381.244 $-34.861 $416.105 $+416.105 $
FREEPORT-MCMORAN INCFCX380.136 $-31.373 $411.509 $+411.509 $
TotalEnergies SETTE411.215 $+411.215 $
NATIONAL FUEL GAS CONFG403.231 $+27.623 $375.608 $+375.608 $
FEDEX CORPFDX395.940 $+395.940 $
ICON PLCICLR390.053 $+390.053 $
Simpson Manufacturing Co., Inc.SSD384.785 $+384.785 $
DIAGEO PLCDEO211.737 $-172.957 $384.694 $+384.694 $
NORDSON CORPNDSN381.306 $+381.306 $
GOLD FIELDS LTDGFI374.435 $+374.435 $
INSMED IncINSM368.944 $+368.944 $
GENERAL ELECTRIC COGE203.240 $-163.475 $366.715 $+366.715 $
SanofiSNY362.473 $+362.473 $
MPLX LPMPLX361.984 $+361.984 $
WELLTOWER INC.WELL355.255 $+355.255 $
DECKERS OUTDOOR CORPDECK350.853 $+22.020 $328.833 $+328.833 $
Nu Holdings Ltd.NU266.326 $-76.758 $343.084 $+343.084 $
KROGER COKR340.424 $+340.424 $
REALTY INCOME CORPO339.911 $+339.911 $
TWILIO INCTWLO337.514 $+30.170 $307.344 $+307.344 $
Hamilton Lane INCHLNE331.708 $+331.708 $
NATIONAL GRID PLCNGG331.593 $+331.593 $
STERIS plcSTE311.194 $+311.194 $
TORO COTTC300.950 $-7.306 $308.256 $+308.256 $
CONSOLIDATED EDISON INCED295.419 $-9.855 $305.274 $+305.274 $
ALLSTATE CORPALL291.462 $-8.099 $299.561 $+299.561 $
EMERSON ELECTRIC COEMR294.123 $+294.123 $
SCOTTS MIRACLE-GRO COSMG293.550 $+65.068 $228.482 $+228.482 $
Lloyds Banking Group plcLYG289.036 $+289.036 $
MCKESSON CORPMCK251.613 $-35.976 $287.589 $+287.589 $
NeuroPace IncNPCE256.220 $-26.450 $282.670 $+282.670 $
UNILEVER PLCUL269.412 $+269.412 $
RAYMOND JAMES FINANCIAL INCRJF265.632 $+265.632 $
Trane Technologies plcTT262.140 $+262.140 $
CAMECO CORPCCJ259.184 $+259.184 $
METLIFE INCMET256.472 $+256.472 $
TC ENERGY CORPTRP254.272 $+254.272 $
Booking Holdings Inc.BKNG231.640 $-21.785 $253.425 $+253.425 $
Aon plcAON235.463 $+235.463 $
MCCORMICK & CO INCMKC221.106 $-14.269 $235.375 $+235.375 $
BP PLCBP233.217 $+233.217 $
UBS Group AGUBS232.223 $+232.223 $
ARGENX SEARGX232.011 $+232.011 $
HDFC BANK LTDHDB203.506 $+203.506 $
Amcor plcAMCR113.726 $-76.072 $189.798 $+189.798 $
NatWest Group plcNWG181.431 $+181.431 $
PIMCO INCOME STRATEGY FUNDPFL177.160 $+177.160 $
SANDRIDGE ENERGY INCSD108.741 $-17.450 $126.191 $+126.191 $
Lithium Argentina AGLAR34.768 $-41.073 $75.841 $+75.841 $
QuantumScape CorpQS46.746 $+46.746 $
MARCHEX INCMCHX21.600 $+5.300 $16.300 $+16.300 $
Bitfarms LtdBITF12.548 $+1.214 $11.334 $+11.334 $
Senseonics Holdings, Inc.SENS9.842 $+9.842 $
139.273.872 $-805.103.996 $1.061.971.276 $-166.661.825 $1.239.378.834 $+1.239.378.834 $
Erweiterte Einstellungen ×