Investments: Certified Advisory Corp

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. ($)
849.002.729 $+24.249.567 $824.753.162 $+824.753.162 $
BANK OF AMERICA CORP /DE/BAC656.802.944 $+17.484.865 $639.318.079 $+639.318.079 $
BlackRock, Inc.BLK22.888.782 $+639.652 $22.249.130 $+22.249.130 $
APPFOLIO INCAPPF20.006.185 $+1.127.915 $18.878.270 $+18.878.270 $
MORGAN STANLEYMS12.415.561 $+1.249.101 $11.166.460 $+11.166.460 $
BERKSHIRE HATHAWAY INCBRK-B11.512.902 $-138.019 $11.650.921 $+11.650.921 $
Mastercard IncMA11.096.527 $+25.253 $11.071.274 $+11.071.274 $
ALPHA PRO TECH LTDAPT11.033.244 $+2.165.885 $8.867.359 $+8.867.359 $
VICTORY CAPITAL MANAGEMENT INC10.908.456 $+334.413 $10.574.043 $+10.574.043 $
NVIDIA CORPNVDA9.328.616 $-248.767 $9.577.383 $+9.577.383 $
MICROSOFT CORPMSFT7.459.888 $-726.603 $8.186.491 $+8.186.491 $
AMAZON COM INCAMZN7.101.482 $+194.423 $6.907.059 $+6.907.059 $
JPMORGAN CHASE & COJPM5.845.340 $+319.602 $5.525.738 $+5.525.738 $
SPS COMMERCE INCSPSC5.183.410 $+586.632 $4.596.778 $+4.596.778 $
AFLAC INCAFL4.651.722 $-87.982 $4.739.704 $+4.739.704 $
ELI LILLY & CoLLY3.588.117 $+1.041.509 $2.546.608 $+2.546.608 $
JOHNSON & JOHNSONJNJ3.526.798 $+248.450 $3.278.348 $+3.278.348 $
Palo Alto Networks IncPANW2.914.301 $-534.695 $3.448.996 $+3.448.996 $
Walmart Inc.WMT2.633.997 $+133.841 $2.500.156 $+2.500.156 $
Duke Energy CORPDUK2.396.167 $-109.326 $2.505.493 $+2.505.493 $
LOCKHEED MARTIN CORPLMT2.364.519 $-113.026 $2.477.545 $+2.477.545 $
COCA COLA COKO2.342.215 $+119.492 $2.222.723 $+2.222.723 $
CHEVRON CORPCVX2.256.817 $-80.537 $2.337.354 $+2.337.354 $
CUMMINS INCCMI2.132.293 $+276.198 $1.856.095 $+1.856.095 $
GENERAL ELECTRIC COGE1.873.494 $-4.759 $1.878.253 $+1.878.253 $
AbbVie Inc.ABBV1.749.609 $-20.861 $1.770.470 $+1.770.470 $
Walt Disney CoDIS1.442.286 $-105.381 $1.547.667 $+1.547.667 $
VERIZON COMMUNICATIONS INCVZ1.423.720 $-120.732 $1.544.452 $+1.544.452 $
NETFLIX INCNFLX1.110.175 $-328.121 $1.438.296 $+1.438.296 $
ORACLE CORPORCL904.850 $-451.745 $1.356.595 $+1.356.595 $
EXXON MOBIL CORPXOM1.315.837 $+141.727 $1.174.110 $+1.174.110 $
MICRON TECHNOLOGY INCMU1.151.397 $+381.602 $769.795 $+769.795 $
NNN REIT, INC.NNN939.107 $-67.485 $1.006.592 $+1.006.592 $
CITIGROUP INCC984.770 $+92.043 $892.727 $+892.727 $
PROCTER & GAMBLE CoPG974.711 $+105.447 $869.264 $+869.264 $
AT&T INC.T841.861 $-121.156 $963.017 $+963.017 $
BOEING COBA903.042 $+5.365 $897.677 $+897.677 $
SOUTHERN COSO770.200 $-55.009 $825.209 $+825.209 $
ADVANCED MICRO DEVICES INCAMD720.794 $+289.906 $430.888 $+430.888 $
CSX CORPCSX677.038 $+2.182 $674.856 $+674.856 $
PALATIN TECHNOLOGIES INCPTNT629.295 $-45.717 $675.012 $+675.012 $
UNITEDHEALTH GROUP INCUNH669.295 $+43.747 $625.548 $+625.548 $
RTX CorpRTX668.063 $+60.631 $607.432 $+607.432 $
FISERV INCFISV318.844 $-316.887 $635.731 $+635.731 $
GOLDMAN SACHS GROUP INCGS633.275 $+53.175 $580.100 $+580.100 $
ROYAL BANK OF CANADARY559.818 $+41.867 $517.951 $+517.951 $
AMGEN INCAMGN506.248 $+64.364 $441.884 $+441.884 $
RAYMOND JAMES FINANCIAL INCRJF501.491 $+11.347 $490.144 $+490.144 $
ISHARES GOLD TRUSTIAU481.119 $+49.789 $431.330 $+431.330 $
Eaton Corp plcETN396.185 $-78.781 $474.966 $+474.966 $
PEPSICO INCPEP431.136 $-4.158 $435.294 $+435.294 $
MCDONALDS CORPMCD415.472 $+33.839 $381.633 $+381.633 $
MCKESSON CORPMCK396.342 $+23.455 $372.887 $+372.887 $
PFIZER INCPFE376.212 $-19.647 $395.859 $+395.859 $
CATERPILLAR INCCAT395.461 $+66.561 $328.900 $+328.900 $
AMERICAN EXPRESS COAXP350.175 $+17.511 $332.664 $+332.664 $
FIFTH THIRD BANCORPFITB340.375 $+2.904 $337.471 $+337.471 $
EXPONENT INCEXPO328.060 $-94 $328.154 $+328.154 $
GENERAL DYNAMICS CORPGD318.165 $-1.881 $320.046 $+320.046 $
NEXTERA ENERGY INCNEE319.367 $+52 $319.315 $+319.315 $
Public StoragePSA242.635 $-27.204 $269.839 $+269.839 $
Constellation Energy CorpCEG265.867 $+18.439 $247.428 $+247.428 $
Trane Technologies plcTT236.924 $-19.930 $256.854 $+256.854 $
FEDEX CORPFDX225.698 $+225.698 $
STRYKER CORPSYK208.040 $-10.539 $218.579 $+218.579 $
UNITED PARCEL SERVICE INCUPS207.864 $+207.864 $
EQT CorpEQT203.674 $-2.592 $206.266 $+206.266 $
WELLTOWER INC.WELL204.455 $+204.455 $
849.002.729 $+24.249.567 $824.753.162 $+824.753.162 $
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