Investments: Winthrop Advisory Group 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. ($)
1.027.505.451 $+37.934.657 $990.666.118 $+92.026.261 $898.420.700 $+170.631.495 $728.396.180 $+728.396.180 $
BANK OF AMERICA CORP /DE/BAC800.509.321 $+22.177.783 $778.331.538 $+61.913.235 $716.418.303 $+142.693.292 $573.725.011 $+573.725.011 $
BlackRock, Inc.BLK89.526.430 $+8.330.607 $81.195.823 $+12.888.288 $68.307.535 $+10.047.178 $58.260.357 $+58.260.357 $
APPFOLIO INCAPPF42.588.686 $+2.607.115 $39.981.571 $+8.018.807 $31.962.764 $-1.495.060 $33.457.824 $+33.457.824 $
MICROSOFT CORPMSFT19.187.430 $-701.467 $19.888.897 $+796.036 $19.092.861 $+7.310.050 $11.782.811 $+11.782.811 $
ALPHA PRO TECH LTDAPT13.029.851 $+3.267.538 $9.762.313 $+2.756.745 $7.005.568 $+1.885.979 $5.119.589 $+5.119.589 $
AMAZON COM INCAMZN10.986.264 $+455.978 $10.530.286 $+359.585 $10.170.701 $+2.947.305 $7.223.396 $+7.223.396 $
NVIDIA CORPNVDA6.485.153 $-237.254 $6.722.407 $+1.193.231 $5.529.176 $+2.291.042 $3.238.134 $+3.238.134 $
JPMORGAN CHASE & COJPM5.563.679 $-408.764 $5.972.443 $+607.024 $5.365.419 $+1.048.674 $4.316.745 $+4.316.745 $
BERKSHIRE HATHAWAY INCBRK-B3.982.765 $-494.637 $4.477.402 $+228.858 $4.248.544 $-442.154 $4.690.698 $+4.690.698 $
Walmart Inc.WMT2.597.500 $+232.615 $2.364.885 $+145.124 $2.219.761 $+69.431 $2.150.330 $+2.150.330 $
JOHNSON & JOHNSONJNJ2.180.143 $+412.173 $1.767.970 $+367.508 $1.400.462 $-159.677 $1.560.139 $+1.560.139 $
ELI LILLY & CoLLY1.866.131 $+546.231 $1.319.900 $-9.622 $1.329.522 $-62.356 $1.391.878 $+1.391.878 $
Walt Disney CoDIS1.576.452 $-4.724 $1.581.176 $-194.497 $1.775.673 $+365.939 $1.409.734 $+1.409.734 $
SPS COMMERCE INCSPSC1.770.515 $+978.706 $791.809 $+115.848 $675.961 $+37.587 $638.374 $+638.374 $
Mastercard IncMA1.717.049 $-19.590 $1.736.639 $+194.287 $1.542.352 $+462.820 $1.079.532 $+1.079.532 $
PROCTER & GAMBLE CoPG1.393.907 $-112.097 $1.506.004 $-57.336 $1.563.340 $-152.166 $1.715.506 $+1.715.506 $
ORACLE CORPORCL1.005.378 $-419.772 $1.425.150 $+308.551 $1.116.599 $+353.029 $763.570 $+763.570 $
KLA CORPKLAC1.259.903 $+143.563 $1.116.340 $+190.329 $926.011 $+228.219 $697.792 $+697.792 $
CATERPILLAR INCCAT1.185.638 $+208.647 $976.991 $+183.090 $793.901 $+129.267 $664.634 $+664.634 $
AbbVie Inc.ABBV1.071.133 $+37.095 $1.034.038 $+188.621 $845.417 $+194.908 $650.509 $+650.509 $
LOCKHEED MARTIN CORPLMT832.518 $-187.934 $1.020.452 $+50.113 $970.339 $+970.339 $
STARBUCKS CORPSBUX822.131 $-4.211 $826.342 $-110.487 $936.829 $+43.298 $893.531 $+893.531 $
PEPSICO INCPEP895.087 $+34.480 $860.607 $+44.903 $815.704 $-101.530 $917.234 $+917.234 $
Trane Technologies plcTT765.559 $-65.280 $830.839 $-56.666 $887.505 $+183.005 $704.500 $+704.500 $
EXXON MOBIL CORPXOM869.831 $+14.413 $855.418 $+249.503 $605.915 $+70.956 $534.959 $+534.959 $
BOEING COBA861.021 $+206.055 $654.966 $+31.690 $623.276 $+144.774 $478.502 $+478.502 $
CHEVRON CORPCVX777.026 $-49.688 $826.714 $+91.755 $734.959 $-30.498 $765.457 $+765.457 $
MCDONALDS CORPMCD746.826 $+10.171 $736.655 $+32.018 $704.637 $-110.941 $815.578 $+815.578 $
NETFLIX INCNFLX626.864 $-72.807 $699.671 $-52.920 $752.591 $+157.637 $594.954 $+594.954 $
RTX CorpRTX681.103 $+72.883 $608.220 $+26.481 $581.739 $+45.094 $536.645 $+536.645 $
UNITEDHEALTH GROUP INCUNH437.372 $-64.365 $501.737 $+19.730 $482.007 $-139.130 $621.137 $+621.137 $
EMERSON ELECTRIC COEMR596.074 $+17.915 $578.159 $+78.211 $499.948 $+30.384 $469.564 $+469.564 $
AT&T INC.T506.984 $-65.211 $572.195 $-17.751 $589.946 $+11.224 $578.722 $+578.722 $
Accenture plcACN393.606 $+19.519 $374.087 $-82.537 $456.624 $-124.694 $581.318 $+581.318 $
GENERAL ELECTRIC COGE540.274 $+71.474 $468.800 $+26.763 $442.037 $+120.949 $321.088 $+321.088 $
AMERICAN EXPRESS COAXP491.439 $-5.156 $496.595 $+11.112 $485.483 $+485.483 $
UNITED PARCEL SERVICE INCUPS439.142 $+74.880 $364.262 $-70.338 $434.600 $-54.596 $489.196 $+489.196 $
MORGAN STANLEYMS476.518 $+77.069 $399.449 $+36.840 $362.609 $+37.245 $325.364 $+325.364 $
ADVANCED MICRO DEVICES INCAMD446.750 $+143.879 $302.871 $-123.255 $426.126 $+179.345 $246.781 $+246.781 $
CITIGROUP INCC436.810 $+57.284 $379.526 $+61.633 $317.893 $+47.861 $270.032 $+270.032 $
GOLDMAN SACHS GROUP INCGS419.272 $+51.538 $367.734 $+64.273 $303.461 $+76.879 $226.582 $+226.582 $
ISHARES GOLD TRUSTIAU390.996 $+390.996 $
COCA COLA COKO380.078 $+68.434 $311.644 $-20.444 $332.088 $+3.627 $328.461 $+328.461 $
PFIZER INCPFE379.264 $+28.332 $350.932 $+6.435 $344.497 $-32.780 $377.277 $+377.277 $
GENERAL DYNAMICS CORPGD337.757 $-6.365 $344.122 $+344.122 $
HUBSPOT INCHUBS205.867 $-52.826 $258.693 $-49.123 $307.816 $-24.675 $332.491 $+332.491 $
CVS HEALTH CorpCVS325.696 $+15.209 $310.487 $+91.330 $219.157 $+219.157 $
Duke Energy CORPDUK318.370 $+58.483 $259.887 $+10.079 $249.808 $-4.296 $254.104 $+254.104 $
SYSCO CORPSYY290.809 $-19.344 $310.153 $+24.908 $285.245 $-13.073 $298.318 $+298.318 $
AMGEN INCAMGN302.445 $+69.506 $232.939 $+3.138 $229.801 $-20.817 $250.618 $+250.618 $
CINTAS CORPCTAS244.957 $-32.656 $277.613 $-23.364 $300.977 $+26.215 $274.762 $+274.762 $
Edwards Lifesciences CorpEW275.785 $-19.819 $295.604 $-1.672 $297.276 $+21.780 $275.496 $+275.496 $
VERIZON COMMUNICATIONS INCVZ286.546 $+26.050 $260.496 $-11.927 $272.423 $-1.023 $273.446 $+273.446 $
Constellation Energy CorpCEG279.371 $+74.539 $204.832 $+4.015 $200.817 $+200.817 $
ANALOG DEVICES INCADI266.512 $-12.598 $279.110 $+52.352 $226.758 $+226.758 $
Booking Holdings Inc.BKNG237.690 $+5.521 $232.169 $-22.558 $254.727 $+38.202 $216.525 $+216.525 $
Sea LtdSE230.562 $+24.239 $206.323 $+206.323 $
ASML HOLDING NVASML230.416 $+582 $229.834 $+229.834 $
Eaton Corp plcETN226.645 $+226.645 $
COMCAST CORPCMCSA216.800 $+216.800 $
AECOMACM214.961 $+6.915 $208.046 $+208.046 $
DEERE & CODE212.726 $+212.726 $
LINDE PLCLIN210.430 $+210.430 $
PALATIN TECHNOLOGIES INCPTNT207.357 $+3.959 $203.398 $+203.398 $
FORD MOTOR COF171.018 $+171.018 $
1.027.505.451 $+37.934.657 $990.666.118 $+92.026.261 $898.420.700 $+170.631.495 $728.396.180 $+728.396.180 $
Erweiterte Einstellungen ×