Investments: CM 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. ($)
408.905.887 $+62.769.963 $346.521.259 $+36.609.086 $309.693.067 $+24.509.757 $286.134.923 $+286.134.923 $
BANK OF AMERICA CORP /DE/BAC329.469.842 $+29.430.909 $300.038.933 $+30.411.056 $269.627.877 $+22.827.196 $246.800.681 $+246.800.681 $
NVIDIA CORPNVDA16.883.286 $+4.187.702 $12.695.584 $+1.945.183 $10.750.401 $+2.100.987 $8.649.414 $+8.649.414 $
APPFOLIO INCAPPF11.006.796 $+3.464.146 $7.542.650 $+1.054.764 $6.487.886 $-227.992 $6.715.878 $+6.715.878 $
ALPHA PRO TECH LTDAPT9.778.019 $+4.467.771 $5.310.248 $+1.242.521 $4.067.727 $+169.881 $3.897.846 $+3.897.846 $
MICROSOFT CORPMSFT8.790.761 $+2.859.198 $5.931.563 $-400.466 $6.332.029 $+622.722 $5.709.307 $+5.709.307 $
ELI LILLY & CoLLY3.142.364 $+1.845.264 $1.297.100 $-28.101 $1.325.201 $-78.846 $1.404.047 $+1.404.047 $
AMAZON COM INCAMZN2.971.577 $+2.327.139 $644.438 $-570.105 $1.214.543 $+437.141 $777.402 $+777.402 $
JPMORGAN CHASE & COJPM1.906.898 $+618.997 $1.287.901 $+104.198 $1.183.703 $+48.209 $1.135.494 $+1.135.494 $
US BANCORP \DE\USB1.781.167 $+1.781.167 $
ISHARES GOLD TRUSTIAU1.707.249 $+176.678 $1.530.571 $+1.530.571 $
BERKSHIRE HATHAWAY INCBRK-B1.404.404 $+925.796 $478.608 $+16.155 $462.453 $-44.563 $507.016 $+507.016 $
PROCTER & GAMBLE CoPG933.091 $+144.406 $788.685 $-24.484 $813.169 $-281.268 $1.094.437 $+1.094.437 $
EXXON MOBIL CORPXOM1.058.992 $+372.795 $686.197 $+30.126 $656.071 $-430.711 $1.086.782 $+1.086.782 $
NETFLIX INCNFLX1.077.959 $+1.077.959 $
Mastercard IncMA917.975 $+221.752 $696.223 $+8.408 $687.815 $+16.916 $670.899 $+670.899 $
CAMECO CORPCCJ914.900 $+914.900 $
AbbVie Inc.ABBV892.253 $+112.658 $779.595 $+154.612 $624.983 $-80.471 $705.454 $+705.454 $
MCDONALDS CORPMCD865.239 $+128.306 $736.933 $+28.421 $708.512 $-81.472 $789.984 $+789.984 $
SHERWIN WILLIAMS COSHW654.217 $-110.671 $764.888 $+23.917 $740.971 $-109.656 $850.627 $+850.627 $
INTUITIVE SURGICAL INCISRG823.487 $+823.487 $
CHEVRON CORPCVX720.442 $+132.669 $587.773 $+45.799 $541.974 $-210.831 $752.805 $+752.805 $
JOHNSON & JOHNSONJNJ587.324 $+134.158 $453.166 $+79.845 $373.321 $-250.072 $623.393 $+623.393 $
PEPSICO INCPEP582.846 $+122.905 $459.941 $+27.510 $432.431 $-89.210 $521.641 $+521.641 $
SPS COMMERCE INCSPSC524.714 $-54.347 $579.061 $+579.061 $
ASML HOLDING NVASML569.166 $+569.166 $
Bank of New York Mellon CorpBK544.800 $+89.250 $455.550 $+36.200 $419.350 $+419.350 $
FISERV INCFISV310.721 $-104.787 $415.508 $-116.692 $532.200 $+532.200 $
BlackRock, Inc.BLK476.112 $+4.974 $471.138 $+24.810 $446.328 $+159.935 $286.393 $+286.393 $
Walmart Inc.WMT442.672 $+442.672 $
MORGAN STANLEYMS421.279 $+140.556 $280.723 $+31.964 $248.759 $+42.720 $206.039 $+206.039 $
LAM RESEARCH CORPLRCX414.542 $+186.470 $228.072 $+228.072 $
TransDigm Group INCTDG396.295 $+396.295 $
CSX CORPCSX281.409 $-102.099 $383.508 $+31.104 $352.404 $+34.560 $317.844 $+317.844 $
COCA COLA COKO358.638 $+119.320 $239.318 $-12.301 $251.619 $-3.072 $254.691 $+254.691 $
BOSTON SCIENTIFIC CORPBSX352.795 $+352.795 $
DEERE & CODE337.778 $+337.778 $
NUCOR CORPNUE318.011 $+318.011 $
FAIR ISAAC CORPFICO316.146 $+316.146 $
RTX CorpRTX311.780 $+50.304 $261.476 $+261.476 $
INTEL CORPINTC311.731 $+14.881 $296.850 $+77.744 $219.106 $+219.106 $
Medtronic plcMDT310.632 $+310.632 $
NEXTERA ENERGY INCNEE305.064 $+305.064 $
PFIZER INCPFE305.050 $+305.050 $
STARBUCKS CORPSBUX299.788 $+299.788 $
NVR INCNVR291.711 $+291.711 $
UNITEDHEALTH GROUP INCUNH281.584 $+19.709 $261.875 $+261.875 $
STRYKER CORPSYK262.321 $-18.380 $280.701 $+16.553 $264.148 $+264.148 $
GENERAL ELECTRIC COGE274.775 $+274.775 $
VERIZON COMMUNICATIONS INCVZ269.551 $+269.551 $
PALATIN TECHNOLOGIES INCPTNT266.447 $+266.447 $
Walt Disney CoDIS266.144 $+266.144 $
FEDEX CORPFDX244.441 $+244.441 $
CONOCOPHILLIPSCOP231.778 $+231.778 $
ADVANCED MICRO DEVICES INCAMD225.510 $+225.510 $
ORACLE CORPORCL218.299 $+9.143 $209.156 $+209.156 $
LINDE PLCLIN203.814 $-9.936 $213.750 $+2.619 $211.131 $+1.593 $209.538 $+209.538 $
SYSCO CORPSYY207.143 $+207.143 $
408.905.887 $+62.769.963 $346.521.259 $+36.609.086 $309.693.067 $+24.509.757 $286.134.923 $+286.134.923 $
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