Investments: IFS 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. ($)
171.880.338 $+11.978.785 $159.908.974 $+31.635.925 $128.273.049 $+8.010.238 $120.391.549 $+120.391.549 $
BANK OF AMERICA CORP /DE/BAC169.083.415 $+11.891.202 $157.192.213 $+31.440.085 $125.752.128 $+8.619.442 $117.132.686 $+117.132.686 $
BERKSHIRE HATHAWAY INCBRK-B609.714 $-109 $609.823 $+20.584 $589.239 $-53.052 $642.291 $+642.291 $
APPFOLIO INCAPPF481.046 $-1.311 $482.357 $+97.415 $384.942 $-54.000 $438.942 $+438.942 $
EXXON MOBIL CORPXOM25.391 $+1.601 $23.790 $+1.045 $22.745 $-265.898 $288.643 $+288.643 $
CARDINAL HEALTH INCCAH263.040 $+62.132 $200.908 $-14.132 $215.040 $+72.173 $142.867 $+142.867 $
NVIDIA CORPNVDA182.397 $-20.228 $202.625 $+30.258 $172.367 $+54.884 $117.483 $+117.483 $
DEERE & CODE133.304 $+18.532 $114.772 $-12.858 $127.630 $+9.824 $117.806 $+117.806 $
MORGAN STANLEYMS108.387 $+6.307 $102.080 $+9.718 $92.362 $+10.358 $82.004 $+82.004 $
AbbVie Inc.ABBV45.698 $-610 $46.308 $+9.184 $37.124 $-67.636 $104.760 $+104.760 $
PFIZER INCPFE45.318 $-1.055 $46.373 $+2.257 $44.116 $-56.889 $101.005 $+101.005 $
AMAZON COM INCAMZN98.098 $+4.781 $93.317 $+2.929 $90.388 $+26.461 $63.927 $+63.927 $
AT&T INC.T21.464 $-2.921 $24.385 $-589 $24.974 $-69.210 $94.184 $+94.184 $
3M COMMM25.295 $+777 $24.518 $+465 $24.053 $-57.894 $81.947 $+81.947 $
XCEL ENERGY INCXEL69.576 $-7.525 $77.101 $+11.998 $65.103 $-16.730 $81.833 $+81.833 $
Walmart Inc.WMT3.342 $+251 $3.091 $+158 $2.933 $-78.711 $81.644 $+81.644 $
PROCTER & GAMBLE CoPG66.767 $-4.818 $71.585 $-2.642 $74.227 $-5.171 $79.398 $+79.398 $
NETFLIX INCNFLX9.376 $-54.166 $63.542 $-7.431 $70.973 $+21.549 $49.424 $+49.424 $
VERIZON COMMUNICATIONS INCVZ49.987 $-3.925 $53.912 $+857 $53.055 $-5.487 $58.542 $+58.542 $
MICROSOFT CORPMSFT27.543 $-1.935 $29.478 $+1.187 $28.291 $-28.333 $56.624 $+56.624 $
GENERAL DYNAMICS CORPGD54.516 $+54.516 $
ALPHA PRO TECH LTDAPT51.777 $+11.592 $40.185 $+13.577 $26.608 $+21.922 $4.686 $+4.686 $
FORD MOTOR COF49.790 $+4.402 $45.388 $+4.213 $41.175 $+103 $41.072 $+41.072 $
ADVANCED MICRO DEVICES INCAMD38.548 $+9.426 $29.122 $+3.580 $25.542 $+7.049 $18.493 $+18.493 $
JOHNSON & JOHNSONJNJ14.900 $+1.550 $13.350 $+2.352 $10.998 $-25.818 $36.816 $+36.816 $
CHEVRON CORPCVX33.072 $-625 $33.697 $+2.625 $31.072 $-4.560 $35.632 $+35.632 $
CATERPILLAR INCCAT30.720 $+30.720 $
UNITED PARCEL SERVICE INCUPS12.200 $-10.687 $22.887 $-4.770 $27.657 $-2.480 $30.137 $+30.137 $
Duke Energy CORPDUK24.394 $+24.394 $
CSX CORPCSX16.723 $+5.538 $11.185 $+907 $10.278 $-12.412 $22.690 $+22.690 $
Kraft Heinz CoKHC7.421 $+63 $7.358 $-13.486 $20.844 $+20.844 $
Walt Disney CoDIS11.604 $-75 $11.679 $-970 $12.649 $-6.992 $19.641 $+19.641 $
UNITEDHEALTH GROUP INCUNH18.375 $+6.751 $11.624 $+1.122 $10.502 $-7.130 $17.632 $+17.632 $
COCA COLA COKO10.346 $+531 $9.815 $-656 $10.471 $-7.290 $17.761 $+17.761 $
RTX CorpRTX5.868 $+514 $5.354 $+682 $4.672 $-12.812 $17.484 $+17.484 $
CITIGROUP INCC17.289 $+1.316 $15.973 $+2.863 $13.110 $-1.000 $14.110 $+14.110 $
Sony Group CorpSONY15.104 $-1.882 $16.986 $+1.629 $15.357 $+377 $14.980 $+14.980 $
CHIPOTLE MEXICAN GRILL INCCMG16.724 $+10.180 $6.544 $+6.544 $
HEICO CORPHEI16.179 $+38 $16.141 $-259 $16.400 $+3.041 $13.359 $+13.359 $
NICOLET BANKSHARES INCNIC14.653 $+1.475 $13.178 $-248 $13.426 $+11.649 $1.777 $+1.777 $
BlackRock, Inc.BLK13.847 $+13.847 $
FEDEX CORPFDX13.164 $+13.164 $
STARBUCKS CORPSBUX9.431 $-44 $9.475 $-787 $10.262 $-724 $10.986 $+10.986 $
PPL CorpPPL10.085 $-617 $10.702 $+942 $9.760 $-639 $10.399 $+10.399 $
HERSHEY COHSY10.372 $-289 $10.661 $+1.202 $9.459 $-289 $9.748 $+9.748 $
Archer-Daniels-Midland CoADM10.060 $-394 $10.454 $+1.218 $9.236 $+835 $8.401 $+8.401 $
INTUITIVE SURGICAL INCISRG10.194 $+2.144 $8.050 $-1.731 $9.781 $+867 $8.914 $+8.914 $
REALTY INCOME CORPO8.962 $-703 $9.665 $+506 $9.159 $-64 $9.223 $+9.223 $
GLADSTONE LAND CorpLAND8.015 $-9 $8.024 $-884 $8.908 $-307 $9.215 $+9.215 $
INTEL CORPINTC8.671 $+787 $7.884 $+2.620 $5.264 $-72 $5.336 $+5.336 $
Monster Beverage CorpMNST7.667 $+936 $6.731 $+467 $6.264 $+412 $5.852 $+5.852 $
AMERICAN EXPRESS COAXP7.399 $+756 $6.643 $+264 $6.379 $+998 $5.381 $+5.381 $
CENTERPOINT ENERGY INCCNP7.246 $+7.246 $
GENERAL ELECTRIC COGE6.604 $+6.604 $
REGIONS FINANCIAL CORPRF6.519 $+6.519 $
LOCKHEED MARTIN CORPLMT6.287 $-202 $6.489 $+469 $6.020 $+213 $5.807 $+5.807 $
SPS COMMERCE INCSPSC6.340 $+653 $5.687 $+5.687 $
MOLSON COORS BEVERAGE COTAP4.869 $+4.869 $
BOEING COBA4.559 $+27 $4.532 $+132 $4.400 $+819 $3.581 $+3.581 $
ENBRIDGE INCENB4.431 $+4.431 $
ASML HOLDING NVASML4.279 $+407 $3.872 $+667 $3.205 $+555 $2.650 $+2.650 $
TORM plcTRMD3.916 $-208 $4.124 $+792 $3.332 $+36 $3.296 $+3.296 $
CRISPR Therapeutics AGCRSP3.093 $-730 $3.823 $+954 $2.869 $+862 $2.007 $+2.007 $
Shell plcSHEL3.737 $+3.737 $
DOMINOS PIZZA INCDPZ3.334 $-119 $3.453 $-151 $3.604 $-71 $3.675 $+3.675 $
JPMORGAN CHASE & COJPM3.659 $+94 $3.565 $+304 $3.261 $+518 $2.743 $+2.743 $
Solventum CorpSOLV3.090 $+243 $2.847 $-110 $2.957 $-8 $2.965 $+2.965 $
CREDIT SUISSE AGGLDI2.996 $+2.996 $
GROUP ONE TRADING LLC2.853 $+2.853 $
METLIFE INCMET1.973 $-86 $2.059 $-755 $2.814 $+4 $2.810 $+2.810 $
Roblox CorpRBLX1.296 $-920 $2.216 $+533 $1.683 $+751 $932 $+932 $
TARGET CORPTGT1.955 $+161 $1.794 $-179 $1.973 $-114 $2.087 $+2.087 $
ESCALADE INCESCA1.349 $+1.349 $
SAGA COMMUNICATIONS INCSGA1.144 $+1.144 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR947 $-124 $1.071 $-33 $1.104 $+23 $1.081 $+1.081 $
Organon & Co.OGN415 $-204 $619 $+58 $561 $-302 $863 $+863 $
ARES CAPITAL CORPARCC606 $-6 $612 $-46 $658 $-6 $664 $+664 $
MGM Resorts InternationalMGM656 $+33 $623 $+4 $619 $+86 $533 $+533 $
Viatris IncVTRS634 $+130 $504 $+49 $455 $+11 $444 $+444 $
PLUG POWER INCPLUG405 $+405 $
Net Lease Office PropertiesNLOP77 $-11 $88 $-9 $97 $+3 $94 $+94 $
171.880.338 $+11.978.785 $159.908.974 $+31.635.925 $128.273.049 $+8.010.238 $120.391.549 $+120.391.549 $
Erweiterte Einstellungen ×