Investments: Evolution Wealth Advisors, 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. ($)
753.867.958 $+234.577.998 $519.735.924 $+45.456.874 $474.281.285 $+55.467.912 $419.296.989 $+419.296.989 $
BANK OF AMERICA CORP /DE/BAC346.034.477 $-5.600.458 $351.634.935 $+27.848.544 $323.786.391 $+23.291.867 $300.494.524 $+300.494.524 $
APPFOLIO INCAPPF255.100.360 $+242.489.969 $12.610.391 $+2.312.641 $10.297.750 $-1.127.301 $11.425.051 $+11.425.051 $
BlackRock, Inc.BLK33.751.045 $-2.793.631 $36.544.676 $+1.823.507 $34.721.169 $+18.970.092 $15.751.077 $+15.751.077 $
SPS COMMERCE INCSPSC24.304.503 $+2.759.822 $21.544.681 $+3.688.349 $17.856.332 $-1.622.508 $19.478.840 $+19.478.840 $
AMAZON COM INCAMZN22.447.014 $+1.083.731 $21.363.283 $-1.237.953 $22.601.236 $+2.829.315 $19.771.921 $+19.771.921 $
ALPHA PRO TECH LTDAPT11.515.309 $+2.286.406 $9.228.903 $-4.686.961 $13.915.864 $+1.769.509 $12.146.355 $+12.146.355 $
MORGAN STANLEYMS11.601.386 $-211.992 $11.813.378 $+11.610.962 $202.416 $+202.416 $
iShares Bitcoin Trust ETFIBIT7.382.215 $-4.143.755 $11.525.970 $+196.058 $11.329.912 $+2.701.340 $8.628.572 $+8.628.572 $
BERKSHIRE HATHAWAY INCBRK-B9.502.238 $-65.084 $9.567.322 $+329.144 $9.238.178 $-993.425 $10.231.603 $+10.231.603 $
PALATIN TECHNOLOGIES INCPTNT9.667.645 $-500.263 $10.167.908 $+1.975.758 $8.192.150 $+3.165.286 $5.026.864 $+5.026.864 $
MICROSOFT CORPMSFT9.070.817 $-533.000 $9.603.817 $+462.603 $9.141.214 $+2.374.112 $6.767.102 $+6.767.102 $
NVIDIA CORPNVDA3.577.092 $-667.624 $4.244.716 $+551.859 $3.692.857 $+1.765.429 $1.927.428 $+1.927.428 $
JPMORGAN CHASE & COJPM2.050.930 $+1.266 $2.049.664 $+165.829 $1.883.835 $+265.346 $1.618.489 $+1.618.489 $
IREN LtdIREN1.126.868 $-36.761 $1.163.629 $-709.345 $1.872.974 $+1.402.704 $470.270 $+470.270 $
GOLDMAN SACHS GROUP INCGS1.004.697 $-32.947 $1.037.644 $+115.446 $922.198 $+191.262 $730.936 $+730.936 $
ISHARES GOLD TRUSTIAU720.546 $+74.712 $645.834 $+100.808 $545.026 $+98.404 $446.622 $+446.622 $
INTEL CORPINTC644.532 $+58.514 $586.018 $+276.478 $309.540 $+9.456 $300.084 $+300.084 $
Walmart Inc.WMT623.116 $+46.701 $576.415 $+19.753 $556.662 $+60.224 $496.438 $+496.438 $
UNITEDHEALTH GROUP INCUNH380.947 $-20.982 $401.929 $+64.377 $337.552 $-223.384 $560.936 $+560.936 $
ADVANCED MICRO DEVICES INCAMD469.867 $+128.005 $341.862 $+65.583 $276.279 $+276.279 $
ASML HOLDING NVASML408.687 $+124.069 $284.618 $+284.618 $
GENERAL ELECTRIC COGE401.055 $+9.387 $391.668 $+56.546 $335.122 $+128.967 $206.155 $+206.155 $
AbbVie Inc.ABBV367.702 $-1.882 $369.584 $+66.428 $303.156 $-65.699 $368.855 $+368.855 $
CITIGROUP INCC359.755 $+48.150 $311.605 $+50.287 $261.318 $+40.255 $221.063 $+221.063 $
ELI LILLY & CoLLY323.479 $+85.423 $238.056 $-2.904 $240.960 $-6.078 $247.038 $+247.038 $
STARBUCKS CORPSBUX245.932 $-29.325 $275.257 $-20.975 $296.232 $+296.232 $
PROCTER & GAMBLE CoPG275.012 $-19.842 $294.854 $+73.537 $221.317 $+221.317 $
BARCLAYS PLCBCS277.925 $+5.881 $272.044 $+10.649 $261.395 $+15.581 $245.814 $+245.814 $
Mastercard IncMA265.459 $+3.806 $261.653 $+3.161 $258.492 $+6.357 $252.135 $+252.135 $
NICOLET BANKSHARES INCNIC262.299 $+262.299 $
CHEVRON CORPCVX208.954 $-3.949 $212.903 $-4.889 $217.792 $-36.656 $254.448 $+254.448 $
Shell plcSHEL223.552 $-9.112 $232.664 $+232.664 $
Walt Disney CoDIS200.032 $-24.674 $224.706 $+8.849 $215.857 $+215.857 $
HRT FINANCIAL LP4.326 $+4.326 $
753.867.958 $+234.577.998 $519.735.924 $+45.456.874 $474.281.285 $+55.467.912 $419.296.989 $+419.296.989 $
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