Investments: MONECO 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. ($)
1.117.329.725 $+53.789.498 $1.066.659.780 $+109.539.009 $958.863.160 $+97.292.044 $862.645.711 $+862.645.711 $
BANK OF AMERICA CORP /DE/BAC826.281.936 $+29.840.293 $796.441.643 $+75.297.632 $721.144.011 $+72.151.048 $648.992.963 $+648.992.963 $
APPFOLIO INCAPPF35.518.013 $+5.289.960 $30.228.053 $+6.164.448 $24.063.605 $-1.286.044 $25.349.649 $+25.349.649 $
MICROSOFT CORPMSFT25.102.455 $-1.381.150 $26.483.605 $+2.296.157 $24.187.448 $+5.968.715 $18.218.733 $+18.218.733 $
NVIDIA CORPNVDA21.505.151 $+252.501 $21.252.650 $+3.561.097 $17.691.553 $+5.853.820 $11.837.733 $+11.837.733 $
ALPHA PRO TECH LTDAPT19.594.832 $+4.577.129 $15.017.703 $+5.522.194 $9.495.509 $-664.479 $10.159.988 $+10.159.988 $
BlackRock, Inc.BLK13.275.468 $-2.161.193 $15.436.661 $-1.218.165 $16.654.826 $+3.211.362 $13.443.464 $+13.443.464 $
JOHNSON & JOHNSONJNJ12.256.541 $+1.153.534 $11.103.007 $+1.709.132 $9.393.875 $-690.456 $10.084.331 $+10.084.331 $
AMAZON COM INCAMZN10.992.096 $+1.149.475 $9.842.621 $+406.482 $9.436.139 $-1.673.485 $11.109.624 $+11.109.624 $
SPS COMMERCE INCSPSC11.041.478 $+1.827.917 $9.213.561 $+1.373.939 $7.839.622 $+656.676 $7.182.946 $+7.182.946 $
BERKSHIRE HATHAWAY INCBRK-B9.386.656 $-58.083 $9.444.739 $+258.087 $9.186.652 $-425.633 $9.612.285 $+9.612.285 $
JPMORGAN CHASE & COJPM6.306.400 $-3.082 $6.309.482 $+628.843 $5.680.639 $+1.291.388 $4.389.251 $+4.389.251 $
abrdn Gold ETF TrustSGOL6.277.270 $+649.536 $5.627.734 $+818.609 $4.809.125 $+173.934 $4.635.191 $+4.635.191 $
EXXON MOBIL CORPXOM4.993.218 $+132.054 $4.861.164 $+194.891 $4.666.273 $-464.415 $5.130.688 $+5.130.688 $
ELI LILLY & CoLLY4.962.280 $+1.769.255 $3.193.025 $-35.689 $3.228.714 $-176.492 $3.405.206 $+3.405.206 $
Duke Energy CORPDUK4.514.901 $-261.466 $4.776.367 $+286.567 $4.489.800 $-246.354 $4.736.154 $+4.736.154 $
CHEVRON CORPCVX4.282.143 $-164.051 $4.446.194 $+1.161.262 $3.284.932 $-534.589 $3.819.521 $+3.819.521 $
RTX CorpRTX4.299.887 $+283.297 $4.016.590 $+808.610 $3.207.980 $+1.347.069 $1.860.911 $+1.860.911 $
AbbVie Inc.ABBV4.150.258 $+151.192 $3.999.066 $+827.588 $3.171.478 $-351.391 $3.522.869 $+3.522.869 $
Mastercard IncMA1.594.584 $-2.185.695 $3.780.279 $+50.713 $3.729.566 $+2.171.043 $1.558.523 $+1.558.523 $
CATERPILLAR INCCAT3.454.340 $+499.523 $2.954.817 $+583.191 $2.371.626 $+370.034 $2.001.592 $+2.001.592 $
CITIGROUP INCC2.820.515 $+1.995.530 $824.985 $-2.383.082 $3.208.067 $+2.724.443 $483.624 $+483.624 $
GSK plcGSK3.198.698 $+2.753.574 $445.124 $+48.631 $396.493 $+7.143 $389.350 $+389.350 $
PROCTER & GAMBLE CoPG2.516.881 $-113.725 $2.630.606 $-285.674 $2.916.280 $-215.796 $3.132.076 $+3.132.076 $
NETFLIX INCNFLX2.206.587 $-470.759 $2.677.346 $-222.047 $2.899.393 $+977.326 $1.922.067 $+1.922.067 $
ISHARES GOLD TRUSTIAU2.898.769 $+231.580 $2.667.189 $+306.740 $2.360.449 $+840.285 $1.520.164 $+1.520.164 $
ORACLE CORPORCL1.949.759 $-899.396 $2.849.155 $+614.183 $2.234.972 $+939.657 $1.295.315 $+1.295.315 $
MCKESSON CORPMCK2.718.627 $+2.718.627 $
TORONTO DOMINION BANKTD2.652.484 $+401.252 $2.251.232 $+2.251.232 $
MORGAN STANLEYMS2.467.727 $+596.878 $1.870.849 $+1.070.683 $800.166 $-59.714 $859.880 $+859.880 $
PALATIN TECHNOLOGIES INCPTNT2.322.561 $+271.248 $2.051.313 $+556.701 $1.494.612 $+591.110 $903.502 $+903.502 $
ADVANCED MICRO DEVICES INCAMD2.273.111 $+519.307 $1.753.804 $+249.096 $1.504.708 $+717.000 $787.708 $+787.708 $
UNITEDHEALTH GROUP INCUNH1.214.192 $-211.915 $1.426.107 $+172.036 $1.254.071 $-999.797 $2.253.868 $+2.253.868 $
AT&T INC.T1.825.105 $-282.527 $2.107.632 $+34.460 $2.073.172 $+115.277 $1.957.895 $+1.957.895 $
VERIZON COMMUNICATIONS INCVZ1.145.021 $-911.044 $2.056.065 $+64.236 $1.991.829 $-105.072 $2.096.901 $+2.096.901 $
TransDigm Group INCTDG1.797.779 $-282.457 $2.080.236 $+2.080.236 $
PEPSICO INCPEP1.991.773 $+162.716 $1.829.057 $+47.425 $1.781.632 $-290.307 $2.071.939 $+2.071.939 $
Walmart Inc.WMT1.927.998 $+347.090 $1.580.908 $+67.072 $1.513.836 $+194.662 $1.319.174 $+1.319.174 $
GOLDMAN SACHS GROUP INCGS1.780.502 $+233.783 $1.546.719 $+341.933 $1.204.786 $+469.627 $735.159 $+735.159 $
MCDONALDS CORPMCD1.636.730 $+28.216 $1.608.514 $+53.952 $1.554.562 $+16.409 $1.538.153 $+1.538.153 $
FREEPORT-MCMORAN INCFCX1.496.739 $+325.310 $1.171.429 $-140.523 $1.311.952 $+126.111 $1.185.841 $+1.185.841 $
COCA COLA COKO1.464.030 $+157.377 $1.306.653 $-21.751 $1.328.404 $+6.881 $1.321.523 $+1.321.523 $
Walt Disney CoDIS1.176.025 $+7.979 $1.168.046 $-79.578 $1.247.624 $-182.915 $1.430.539 $+1.430.539 $
GENERAL ELECTRIC COGE1.368.664 $-55.783 $1.424.447 $+207.741 $1.216.706 $+352.255 $864.451 $+864.451 $
MICRON TECHNOLOGY INCMU1.364.313 $+597.776 $766.537 $+189.258 $577.279 $+196.678 $380.601 $+380.601 $
PFIZER INCPFE1.362.211 $+125.952 $1.236.259 $+387.751 $848.508 $+163.453 $685.055 $+685.055 $
AMGEN INCAMGN1.166.714 $+44.331 $1.122.383 $+162.684 $959.699 $-349.183 $1.308.882 $+1.308.882 $
NEXTERA ENERGY INCNEE1.249.517 $+232.936 $1.016.581 $+76.777 $939.804 $-6.256 $946.060 $+946.060 $
BOEING COBA1.173.570 $+80.873 $1.092.697 $+35.877 $1.056.820 $+200.358 $856.462 $+856.462 $
Phillips 66PSX1.151.739 $+10.654 $1.141.085 $+134.545 $1.006.540 $-10.615 $1.017.155 $+1.017.155 $
SOUTHERN COSO983.606 $-68.664 $1.052.270 $+188.197 $864.073 $-4.712 $868.785 $+868.785 $
MERCADOLIBRE INCMELI1.014.232 $+1.014.232 $
LOCKHEED MARTIN CORPLMT944.872 $-34.397 $979.269 $+49.048 $930.221 $+6.188 $924.033 $+924.033 $
Eaton Corp plcETN971.112 $+176.658 $794.454 $-9.430 $803.884 $+138.524 $665.360 $+665.360 $
CUMMINS INCCMI960.392 $+175.259 $785.133 $+174.339 $610.794 $+40.025 $570.769 $+570.769 $
ENBRIDGE INCENB872.368 $-58.668 $931.036 $+137.106 $793.930 $+42.275 $751.655 $+751.655 $
CONOCOPHILLIPSCOP893.027 $+107.949 $785.078 $+103.856 $681.222 $-97.230 $778.452 $+778.452 $
ON SEMICONDUCTOR CORPON812.675 $+16.910 $795.765 $-83.727 $879.492 $+170.957 $708.535 $+708.535 $
FISERV INCFISV466.082 $-230.282 $696.364 $-170.615 $866.979 $+866.979 $
STRYKER CORPSYK794.059 $+19.962 $774.097 $-54.645 $828.742 $+22.033 $806.709 $+806.709 $
AppLovin CorpAPP808.732 $+47.798 $760.934 $+394.400 $366.534 $+141.309 $225.225 $+225.225 $
AMERICAN EXPRESS COAXP798.113 $+54.922 $743.191 $+62.822 $680.369 $+110.404 $569.965 $+569.965 $
RAYMOND JAMES FINANCIAL INCRJF727.485 $+727.485 $
Vertiv Holdings CoVRT717.107 $+25.803 $691.304 $+101.743 $589.561 $+257.510 $332.051 $+332.051 $
CVS HEALTH CorpCVS642.406 $-67.064 $709.470 $+37.086 $672.384 $-2.918 $675.302 $+675.302 $
TE Connectivity plcTEL706.320 $+15.589 $690.731 $+159.037 $531.694 $+163.859 $367.835 $+367.835 $
FORD MOTOR COF685.206 $+49.070 $636.136 $+119.331 $516.805 $+57.487 $459.318 $+459.318 $
CINTAS CORPCTAS566.493 $-80.288 $646.781 $-31.635 $678.416 $+52.783 $625.633 $+625.633 $
GENERAL DYNAMICS CORPGD669.770 $-4.319 $674.089 $+151.660 $522.429 $+47.200 $475.229 $+475.229 $
Medtronic plcMDT654.541 $+3.620 $650.921 $+125.512 $525.409 $-38.065 $563.474 $+563.474 $
COLGATE PALMOLIVE COCL638.589 $+190.703 $447.886 $-72.889 $520.775 $-46.170 $566.945 $+566.945 $
3M COMMM580.196 $-517 $580.713 $-51.504 $632.217 $+52.810 $579.407 $+579.407 $
EVERSOURCE ENERGYES623.856 $+73.583 $550.273 $+61.346 $488.927 $+13.943 $474.984 $+474.984 $
Palo Alto Networks IncPANW576.386 $-42.415 $618.801 $+46.423 $572.378 $+71.720 $500.658 $+500.658 $
ANALOG DEVICES INCADI612.176 $+56.104 $556.072 $+116.608 $439.464 $+55.839 $383.625 $+383.625 $
LAM RESEARCH CORPLRCX607.018 $+123.103 $483.915 $+135.815 $348.100 $+94.543 $253.557 $+253.557 $
EMERSON ELECTRIC COEMR598.315 $+34.615 $563.700 $-7.704 $571.404 $+91.620 $479.784 $+479.784 $
MASTEC INCMTZ592.926 $+173.003 $419.923 $+419.923 $
HEICO CORPHEI550.096 $-17.386 $567.482 $-9.752 $577.234 $+89.225 $488.009 $+488.009 $
Shell plcSHEL571.108 $+19.854 $551.254 $+10.955 $540.299 $-15.355 $555.654 $+555.654 $
ASTRAZENECA PLCAZN567.536 $+90.756 $476.780 $+242.062 $234.718 $-18.774 $253.492 $+253.492 $
BP PLCBP557.203 $+30.278 $526.925 $+85.233 $441.692 $-58.315 $500.007 $+500.007 $
Accenture plcACN403.172 $+32.706 $370.466 $-132.419 $502.885 $-48.850 $551.735 $+551.735 $
LINDE PLCLIN462.414 $-81.535 $543.949 $+26.005 $517.944 $+17.504 $500.440 $+500.440 $
INTUITIVE SURGICAL INCISRG412.511 $+74.526 $337.985 $-91.706 $429.691 $-100.114 $529.805 $+529.805 $
Kraft Heinz CoKHC326.004 $-117.017 $443.021 $-8.377 $451.398 $-74.800 $526.198 $+526.198 $
DEERE & CODE481.447 $+6.512 $474.935 $-46.474 $521.409 $+32.309 $489.100 $+489.100 $
ARES CAPITAL CORPARCC355.515 $-16.945 $372.460 $-103.640 $476.100 $-25.407 $501.507 $+501.507 $
Constellation Energy CorpCEG431.419 $-61.448 $492.867 $+40.878 $451.989 $+172.334 $279.655 $+279.655 $
Parker-Hannifin CorpPH479.613 $+62.373 $417.240 $+65.013 $352.227 $+31.738 $320.489 $+320.489 $
BOSTON SCIENTIFIC CORPBSX456.955 $-16.453 $473.408 $+68.472 $404.936 $-2.821 $407.757 $+407.757 $
TotalEnergies SETTE456.673 $+39.687 $416.986 $-15.894 $432.880 $-28.636 $461.516 $+461.516 $
SUN LIFE FINANCIAL INCSLF456.947 $+63.306 $393.641 $+393.641 $
AFLAC INCAFL452.956 $+17.019 $435.937 $+435.937 $
INTEL CORPINTC450.025 $+54.830 $395.195 $+146.044 $249.151 $-31.926 $281.077 $+281.077 $
Trane Technologies plcTT393.098 $-39.033 $432.131 $-13.018 $445.149 $+111.818 $333.331 $+333.331 $
STATE STREET CORPSTT414.446 $+41.474 $372.972 $+372.972 $
KLA CORPKLAC411.636 $+53.060 $358.576 $+112.753 $245.823 $+24.599 $221.224 $+221.224 $
Bank of New York Mellon CorpBK399.598 $+54.581 $345.017 $+345.017 $
BECTON DICKINSON & COBDX373.713 $-7.371 $381.084 $+34.295 $346.789 $-50.909 $397.698 $+397.698 $
NOVARTIS AGNVS360.385 $+25.222 $335.163 $+16.355 $318.808 $+28.644 $290.164 $+290.164 $
UNITED PARCEL SERVICE INCUPS283.877 $+66.596 $217.281 $-140.292 $357.573 $+357.573 $
ASML HOLDING NVASML348.472 $+12.437 $336.035 $+62.072 $273.963 $+273.963 $
KROGER COKR309.082 $-14.772 $323.854 $-23.678 $347.532 $+25.207 $322.325 $+322.325 $
REALTY INCOME CORPO308.128 $+73.773 $234.355 $+13.986 $220.369 $-100.436 $320.805 $+320.805 $
iShares Bitcoin Trust ETFIBIT316.897 $+55.207 $261.690 $+261.690 $
SCHWAB CHARLES CORPSCHW311.099 $-2.234 $313.333 $+18.719 $294.614 $+28.384 $266.230 $+266.230 $
RIO TINTO PLCRIO312.966 $+67.465 $245.501 $+24.154 $221.347 $+1.940 $219.407 $+219.407 $
COMCAST CORPCMCSA237.730 $-15.976 $253.706 $-57.771 $311.477 $+30.343 $281.134 $+281.134 $
Smurfit Westrock plcSW279.615 $-14.937 $294.552 $-16.303 $310.855 $+310.855 $
Allison Transmission Holdings IncALSN217.338 $+15.579 $201.759 $-81.807 $283.566 $+283.566 $
FEDEX CORPFDX279.666 $+59.920 $219.746 $+6.612 $213.134 $+213.134 $
SHERWIN WILLIAMS COSHW242.676 $-10.354 $253.030 $-8.113 $261.143 $-4.518 $265.661 $+265.661 $
UNILEVER PLCUL253.799 $+11.027 $242.772 $+553 $242.219 $+242.219 $
FACTSET RESEARCH SYSTEMS INCFDS239.742 $-12.129 $251.871 $+251.871 $
ALBEMARLE CORPALB250.523 $+250.523 $
PEMBINA PIPELINE CORPPBA236.778 $-12.062 $248.840 $+20.614 $228.226 $-12.504 $240.730 $+240.730 $
UBS Group AGUBS244.644 $+244.644 $
NVR INCNVR204.416 $-36.624 $241.040 $+26.856 $214.184 $+4.097 $210.087 $+210.087 $
ALIGN TECHNOLOGY INCALGN235.337 $+26.118 $209.219 $+209.219 $
TARGET CORPTGT219.145 $-5.902 $225.047 $-9.989 $235.036 $+235.036 $
WILLIAMS SONOMA INCWSM207.261 $-23.671 $230.932 $+230.932 $
EQT CorpEQT208.497 $-2.745 $211.242 $-12.181 $223.423 $+19.909 $203.514 $+203.514 $
MICROCHIP TECHNOLOGY INCMCHP202.146 $-861 $203.007 $-20.334 $223.341 $+223.341 $
Sunoco LPSUN220.566 $+220.566 $
MPLX LPMPLX219.517 $+219.517 $
CARDINAL HEALTH INCCAH218.741 $+218.741 $
SEMPRASRE214.117 $-2.645 $216.762 $+216.762 $
SYNOPSYS INCSNPS216.127 $+2.761 $213.366 $+213.366 $
GENUINE PARTS COGPC213.803 $+213.803 $
SanofiSNY213.576 $+213.576 $
AUTOZONE INCAZO205.932 $-7.584 $213.516 $+213.516 $
Jazz Pharmaceuticals plcJAZZ208.133 $+208.133 $
STARBUCKS CORPSBUX207.755 $+207.755 $
BORGWARNER INCBWA201.717 $+201.717 $
Enovix CorpENVX125.666 $-45.728 $171.394 $+16.346 $155.048 $+53.602 $101.446 $+101.446 $
1.117.329.725 $+53.789.498 $1.066.659.780 $+109.539.009 $958.863.160 $+97.292.044 $862.645.711 $+862.645.711 $
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