Investments: LFA - Lugano Financial Advisors SA

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. ($)
156.901.289 $+5.080.394 $151.940.690 $+17.739.716 $134.368.751 $+20.367.027 $114.183.545 $+114.183.545 $
BANK OF AMERICA CORP /DE/BAC115.007.832 $+1.265.882 $113.741.950 $+16.657.675 $97.084.275 $+20.865.669 $76.218.606 $+76.218.606 $
BlackRock, Inc.BLK13.670.055 $+1.609.538 $12.060.517 $-3.299.571 $15.360.088 $-4.710.051 $20.070.139 $+20.070.139 $
SPS COMMERCE INCSPSC12.437.793 $+1.546.903 $10.890.890 $+2.112.700 $8.778.190 $+922.053 $7.856.137 $+7.856.137 $
MICROSOFT CORPMSFT3.084.528 $-220.511 $3.305.039 $+86.299 $3.218.740 $+905.962 $2.312.778 $+2.312.778 $
AMAZON COM INCAMZN2.644.043 $+44.115 $2.599.928 $-38.895 $2.638.823 $+348.473 $2.290.350 $+2.290.350 $
ALPHA PRO TECH LTDAPT1.836.938 $+430.512 $1.406.426 $+383.995 $1.022.431 $+298.772 $723.659 $+723.659 $
APPFOLIO INCAPPF1.234.788 $+22.240 $1.212.548 $+235.528 $977.020 $+40.742 $936.278 $+936.278 $
MORGAN STANLEYMS1.046.887 $+43.652 $1.003.235 $+1.003.235 $
CATERPILLAR INCCAT714.416 $+119.687 $594.729 $+111.238 $483.491 $+71.241 $412.250 $+412.250 $
NVIDIA CORPNVDA629.065 $+9.433 $619.632 $+90.997 $528.635 $+419.171 $109.464 $+109.464 $
JPMORGAN CHASE & COJPM520.936 $+20.887 $500.049 $+43.033 $457.016 $+138.126 $318.890 $+318.890 $
ISHARES GOLD TRUSTIAU315.995 $+47.910 $268.085 $+138.937 $129.148 $+129.148 $
CITIGROUP INCC290.111 $+148.011 $142.100 $+23.711 $118.389 $+19.003 $99.386 $+99.386 $
AbbVie Inc.ABBV281.066 $-3.988 $285.054 $+56.856 $228.198 $-31.607 $259.805 $+259.805 $
Booking Holdings Inc.BKNG283.832 $+13.868 $269.964 $-2.130 $272.094 $+87.818 $184.276 $+184.276 $
RESMED INCRMD245.206 $-23.323 $268.529 $+48.197 $220.332 $+59.832 $160.500 $+160.500 $
COCA COLA COKO244.126 $+12.537 $231.589 $-24.668 $256.257 $+7.019 $249.238 $+249.238 $
Mastercard IncMA238.270 $+31.496 $206.774 $+2.504 $204.270 $+41.478 $162.792 $+162.792 $
CONSOLIDATED EDISON INCED174.732 $+174.732 $
ASTRAZENECA PLCAZN174.667 $+28.899 $145.768 $+12.996 $132.772 $-6.878 $139.650 $+139.650 $
Zoetis Inc.ZTS125.285 $-21.035 $146.320 $-13.307 $159.627 $-5.023 $164.650 $+164.650 $
MCDONALDS CORPMCD152.815 $+870 $151.945 $+5.860 $146.085 $-10.100 $156.185 $+156.185 $
YUM BRANDS INCYUM146.742 $-698 $147.440 $+3.705 $143.735 $-8.904 $152.639 $+152.639 $
ELI LILLY & CoLLY135.410 $+39.272 $96.138 $-29.366 $125.504 $-1.686 $127.190 $+127.190 $
EXXON MOBIL CORPXOM126.477 $+28.272 $98.205 $+15.738 $82.467 $+25.618 $56.849 $+56.849 $
3M COMMM84.853 $-39.291 $124.144 $+2.352 $121.792 $+4.304 $117.488 $+117.488 $
VERIZON COMMUNICATIONS INCVZ86.837 $-28.483 $115.320 $+8.908 $106.412 $+19.593 $86.819 $+86.819 $
Edwards Lifesciences CorpEW101.673 $+7.449 $94.224 $+94.224 $
PEPSICO INCPEP100.033 $+2.146 $97.887 $+9.156 $88.731 $+34.303 $54.428 $+54.428 $
CVS HEALTH CorpCVS11.020 $-63.759 $74.779 $-3.010 $77.789 $+554 $77.235 $+77.235 $
Walmart Inc.WMT70.857 $+5.311 $65.546 $+3.358 $62.188 $+62.188 $
GOLDMAN SACHS GROUP INCGS63.288 $+5.951 $57.337 $+6.379 $50.958 $+50.958 $
NETFLIX INCNFLX39.379 $-10.976 $50.355 $-12.584 $62.939 $+48.951 $13.988 $+13.988 $
INTUITIVE SURGICAL INCISRG62.300 $+13.105 $49.195 $-12.754 $61.949 $+32.233 $29.716 $+29.716 $
PROCTER & GAMBLE CoPG53.789 $-3.887 $57.676 $-2.138 $59.814 $+25.730 $34.084 $+34.084 $
iShares Bitcoin Trust ETFIBIT59.232 $+6.907 $52.325 $+23.556 $28.769 $+13.790 $14.979 $+14.979 $
BERKSHIRE HATHAWAY INCBRK-B54.789 $-10 $54.799 $+1.850 $52.949 $+47.623 $5.326 $+5.326 $
AppLovin CorpAPP50.537 $-3.354 $53.891 $+27.635 $26.256 $+26.256 $
ADVANCED MICRO DEVICES INCAMD50.328 $+12.307 $38.021 $+18.864 $19.157 $+5.287 $13.870 $+13.870 $
AT&T INC.T42.844 $-5.911 $48.755 $-1.247 $50.002 $+21.722 $28.280 $+28.280 $
INTEL CORPINTC48.339 $+4.388 $43.951 $+14.607 $29.344 $-406 $29.750 $+29.750 $
CHEVRON CORPCVX44.961 $-850 $45.811 $+1.422 $44.389 $+19.295 $25.094 $+25.094 $
DEERE & CODE41.901 $+748 $41.153 $-4.611 $45.764 $+11.032 $34.732 $+34.732 $
TotalEnergies SETTE41.783 $-1.190 $42.973 $-2.310 $45.283 $+45.283 $
KLA CORPKLAC37.667 $+4.230 $33.437 $+5.669 $27.768 $+10.093 $17.675 $+17.675 $
RTX CorpRTX36.863 $+3.230 $33.633 $+4.283 $29.350 $+29.350 $
ANALOG DEVICES INCADI36.612 $+3.442 $33.170 $+16.509 $16.661 $+2.544 $14.117 $+14.117 $
PALATIN TECHNOLOGIES INCPTNT35.550 $-934 $36.484 $+9.220 $27.264 $+27.264 $
ORACLE CORPORCL21.189 $-9.413 $30.602 $+6.822 $23.780 $+23.780 $
NICOLET BANKSHARES INCNIC27.892 $-524 $28.416 $+3.024 $25.392 $+25.392 $
PFIZER INCPFE25.480 $+1.651 $23.829 $-1.511 $25.340 $+25.340 $
UNITEDHEALTH GROUP INCUNH10.894 $-501 $11.395 $-13.563 $24.958 $+24.958 $
QuantumScape CorpQS24.640 $+11.200 $13.440 $+5.120 $8.320 $+8.320 $
SCHWAB CHARLES CORPSCHW23.479 $+1.044 $22.435 $+994 $21.441 $+21.441 $
SOUTHERN COSO21.451 $-1.862 $23.313 $+723 $22.590 $+22.590 $
JOHNSON & JOHNSONJNJ22.913 $+22.913 $
STARBUCKS CORPSBUX14.316 $-66 $14.382 $-6.326 $20.708 $+20.708 $
Walt Disney CoDIS17.862 $-115 $17.977 $-1.493 $19.470 $+19.470 $
Grayscale Bitcoin Mini Trust ETFBTC14.136 $-4.344 $18.480 $+1.051 $17.429 $+4.110 $13.319 $+13.319 $
CHIPOTLE MEXICAN GRILL INCCMG11.100 $-657 $11.757 $-6.379 $18.136 $+18.136 $
Veralto CorpVLTO11.974 $-819 $12.793 $+679 $12.114 $+12.114 $
MCKESSON CORPMCK12.304 $+716 $11.588 $+596 $10.992 $+897 $10.095 $+10.095 $
CSX CORPCSX12.071 $+246 $11.825 $+959 $10.866 $+10.866 $
HUMANA INCHUM11.526 $-182 $11.708 $+706 $11.002 $-905 $11.907 $+11.907 $
COMCAST CORPCMCSA10.115 $+10.115 $
FISERV INCFISV9.138 $+9.138 $
AUTOZONE INCAZO6.783 $-1.797 $8.580 $+1.156 $7.424 $+7.424 $
HERSHEY COHSY8.298 $-254 $8.552 $+8.552 $
Otis Worldwide CorpOTIS6.551 $-306 $6.857 $-570 $7.427 $+7.427 $
NEXTERA ENERGY INCNEE7.089 $+7.089 $
AMEREN CORPAEE6.391 $-289 $6.680 $+533 $6.147 $+6.147 $
HUBSPOT INCHUBS5.010 $+5.010 $
Hyatt Hotels CorpH3.771 $+3.771 $
PACCAR INCPCAR3.137 $+3.137 $
COPART INCCPRT1.521 $+1.521 $
Palo Alto Networks IncPANW1.228 $+1.228 $
LAM RESEARCH CORPLRCX973 $+973 $
156.901.289 $+5.080.394 $151.940.690 $+17.739.716 $134.368.751 $+20.367.027 $114.183.545 $+114.183.545 $
Erweiterte Einstellungen ×