Investments: Financial & Tax Architects, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
380.437.945 $-20.093.150 $409.405.914 $+409.405.914 $
BANK OF AMERICA CORP /DE/BAC202.798.449 $-22.154.554 $224.953.003 $+224.953.003 $
BlackRock, Inc.BLK28.977.754 $+509.683 $28.468.071 $+28.468.071 $
AbbVie Inc.ABBV8.127.433 $-889.185 $9.016.618 $+9.016.618 $
Walmart Inc.WMT8.807.010 $+33.520 $8.773.490 $+8.773.490 $
CATERPILLAR INCCAT7.698.492 $-1.019.405 $8.717.897 $+8.717.897 $
JOHNSON & JOHNSONJNJ8.243.799 $-101.669 $8.345.468 $+8.345.468 $
GENERAL DYNAMICS CORPGD7.615.616 $-534.297 $8.149.913 $+8.149.913 $
Medtronic plcMDT7.520.264 $-310.112 $7.830.376 $+7.830.376 $
CHEVRON CORPCVX7.329.291 $-367.476 $7.696.767 $+7.696.767 $
NEXTERA ENERGY INCNEE7.571.464 $-90.416 $7.661.880 $+7.661.880 $
EXXON MOBIL CORPXOM7.633.504 $+223.658 $7.409.846 $+7.409.846 $
MCDONALDS CORPMCD7.328.684 $-106.827 $7.435.511 $+7.435.511 $
COCA COLA COKO7.361.396 $+165.985 $7.195.411 $+7.195.411 $
PEPSICO INCPEP7.057.472 $-74.558 $7.132.030 $+7.132.030 $
SHERWIN WILLIAMS COSHW6.595.281 $-523.505 $7.118.786 $+7.118.786 $
CINTAS CORPCTAS7.072.919 $+7.072.919 $
PROCTER & GAMBLE CoPG6.755.863 $-240.248 $6.996.111 $+6.996.111 $
NVIDIA CORPNVDA6.515.037 $-194.600 $6.709.637 $+6.709.637 $
APPFOLIO INCAPPF4.644.255 $+362.420 $4.281.835 $+4.281.835 $
MICROSOFT CORPMSFT3.928.520 $-155.587 $4.084.107 $+4.084.107 $
ISHARES GOLD TRUSTIAU4.057.932 $+352.556 $3.705.376 $+3.705.376 $
SPS COMMERCE INCSPSC3.714.217 $+3.483.517 $230.700 $+230.700 $
ALPHA PRO TECH LTDAPT2.546.145 $+54.353 $2.491.792 $+2.491.792 $
AMAZON COM INCAMZN2.464.004 $+302.996 $2.161.008 $+2.161.008 $
ASML HOLDING NVASML2.368.670 $-38.970 $2.407.640 $+2.407.640 $
NETFLIX INCNFLX1.914.204 $+10.319 $1.903.885 $+1.903.885 $
abrdn Gold ETF TrustSGOL1.617.895 $-166.691 $1.784.586 $+1.784.586 $
NOVARTIS AGNVS910.196 $+18.307 $891.889 $+891.889 $
TORONTO DOMINION BANKTD875.401 $+875.401 $
Sony Group CorpSONY730.803 $-138.799 $869.602 $+869.602 $
VanEck Merk Gold ETFOUNZ864.360 $+151.911 $712.449 $+712.449 $
ENBRIDGE INCENB795.461 $-61.047 $856.508 $+856.508 $
TE Connectivity plcTEL811.301 $-22.254 $833.555 $+833.555 $
Allegion plcALLE722.381 $-104.779 $827.160 $+827.160 $
LINDE PLCLIN818.973 $+818.973 $
IMPERIAL OIL LTDIMO726.126 $-60.590 $786.716 $+786.716 $
SUN LIFE FINANCIAL INCSLF766.272 $+30.664 $735.608 $+735.608 $
SAP SESAP763.992 $+763.992 $
EMERSON ELECTRIC COEMR468.855 $+6.139 $462.716 $+462.716 $
Mastercard IncMA385.931 $+29.840 $356.091 $+356.091 $
UNITEDHEALTH GROUP INCUNH286.535 $-13.185 $299.720 $+299.720 $
ADVANCED MICRO DEVICES INCAMD251.210 $+251.210 $
Shell plcSHEL243.807 $+6.470 $237.337 $+237.337 $
JPMORGAN CHASE & COJPM218.935 $+218.935 $
CVS HEALTH CorpCVS204.550 $+204.550 $
STIFEL FINANCIAL CORPSF202.105 $+202.105 $
380.437.945 $-20.093.150 $409.405.914 $+409.405.914 $
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