Investments: Abundance Wealth Counselors

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. ($)
547.091.837 $+11.486.828 $536.459.249 $+535.965.952 $495.880 $+49.389 $447.806 $+447.806 $
BANK OF AMERICA CORP /DE/BAC330.354.885 $-12.229.571 $342.584.456 $+342.269.794 $314.662 $+23.152 $291.510 $+291.510 $
BlackRock, Inc.BLK47.455.172 $+1.728.496 $45.726.676 $+45.681.664 $45.012 $+3.529 $41.483 $+41.483 $
MORGAN STANLEYMS27.483.148 $+18.909.981 $8.573.167 $+8.565.297 $7.870 $+7.870 $
NVIDIA CORPNVDA14.924.914 $-503.317 $15.428.231 $+15.415.356 $12.875 $+3.966 $8.909 $+8.909 $
APPFOLIO INCAPPF14.299.438 $+856.624 $13.442.814 $+13.430.896 $11.918 $-748 $12.666 $+12.666 $
MICROSOFT CORPMSFT10.440.143 $-748.871 $11.189.014 $+11.177.817 $11.197 $+2.892 $8.305 $+8.305 $
ALPHA PRO TECH LTDAPT10.360.384 $+2.223.331 $8.137.053 $+8.130.785 $6.268 $+680 $5.588 $+5.588 $
AMAZON COM INCAMZN5.808.180 $+301.312 $5.506.868 $+5.501.140 $5.728 $+733 $4.995 $+4.995 $
JPMORGAN CHASE & COJPM4.224.304 $+112.677 $4.111.627 $+4.107.660 $3.967 $+565 $3.402 $+3.402 $
JOHNSON & JOHNSONJNJ4.147.907 $+329.961 $3.817.946 $+3.814.753 $3.193 $+118 $3.075 $+3.075 $
AbbVie Inc.ABBV3.613.573 $-109.528 $3.723.101 $+3.720.054 $3.047 $-431 $3.478 $+3.478 $
NETFLIX INCNFLX2.754.671 $-818.122 $3.572.793 $+3.568.543 $4.250 $+1.274 $2.976 $+2.976 $
ORACLE CORPORCL2.207.746 $-1.047.610 $3.255.356 $+3.252.763 $2.593 $+930 $1.663 $+1.663 $
MCKESSON CORPMCK3.054.756 $-18.410 $3.073.166 $+3.070.264 $2.902 $+207 $2.695 $+2.695 $
VERIZON COMMUNICATIONS INCVZ2.823.208 $-129.402 $2.952.610 $+2.949.726 $2.884 $-146 $3.030 $+3.030 $
EXELON CORPEXC2.683.870 $-61.249 $2.745.119 $+2.742.609 $2.510 $+40 $2.470 $+2.470 $
CHEVRON CORPCVX2.434.480 $-42.392 $2.476.872 $+2.474.532 $2.340 $-322 $2.662 $+2.662 $
AMGEN INCAMGN2.434.423 $+294.859 $2.139.564 $+2.137.318 $2.246 $-323 $2.569 $+2.569 $
NOVARTIS AGNVS2.333.730 $+172.398 $2.161.332 $+2.159.289 $2.043 $+513 $1.530 $+1.530 $
Brookfield Renewable CorpBEPC2.219.109 $+177.749 $2.041.360 $+2.039.451 $1.909 $+324 $1.585 $+1.585 $
FORD MOTOR COF2.131.776 $+201.902 $1.929.874 $+1.928.098 $1.776 $+182 $1.594 $+1.594 $
LAM RESEARCH CORPLRCX2.088.049 $+386.045 $1.702.004 $+1.700.881 $1.123 $+293 $830 $+830 $
ELI LILLY & CoLLY1.987.073 $+537.373 $1.449.700 $+1.448.356 $1.344 $+59 $1.285 $+1.285 $
AMERICAN EXPRESS COAXP1.981.086 $+169.811 $1.811.275 $+1.809.310 $1.965 $+293 $1.672 $+1.672 $
Fidelity Ethereum FundFETH1.638.144 $-340.634 $1.978.778 $+1.978.778 $
TotalEnergies SETTE1.852.403 $+218.146 $1.634.257 $+1.632.620 $1.637 $-1 $1.638 $+1.638 $
Hewlett Packard Enterprise CoHPE1.682.225 $-53.528 $1.735.753 $+1.734.285 $1.468 $+1.468 $
DEERE & CODE1.720.286 $+11.954 $1.708.332 $+1.706.474 $1.858 $+96 $1.762 $+1.762 $
GSK plcGSK1.700.053 $+208.647 $1.491.406 $+1.490.115 $1.291 $+307 $984 $+984 $
BERKSHIRE HATHAWAY INCBRK-B1.698.966 $+19.311 $1.679.655 $+1.678.101 $1.554 $-28 $1.582 $+1.582 $
Vertiv Holdings CoVRT1.607.114 $+73.615 $1.533.499 $+1.533.183 $316 $+316 $
UNILEVER PLCUL1.600.464 $+36.112 $1.564.352 $+1.562.816 $1.536 $+66 $1.470 $+1.470 $
PROCTER & GAMBLE CoPG1.484.687 $-113.126 $1.597.813 $+1.596.108 $1.705 $-120 $1.825 $+1.825 $
ROPER TECHNOLOGIES INCROP1.369.222 $-168.735 $1.537.957 $+1.536.215 $1.742 $-31 $1.773 $+1.773 $
NUCOR CORPNUE1.492.456 $+247.858 $1.244.598 $+1.243.319 $1.279 $+96 $1.183 $+1.183 $
ENBRIDGE INCENB1.426.306 $-50.315 $1.476.621 $+1.475.277 $1.344 $-12 $1.356 $+1.356 $
FISERV INCFISV657.865 $-803.048 $1.460.913 $+1.458.916 $1.997 $-455 $2.452 $+2.452 $
REGIONS FINANCIAL CORPRF1.457.314 $+62.230 $1.395.084 $+1.393.833 $1.251 $+1.251 $
Kraft Heinz CoKHC1.403.221 $-29.274 $1.432.495 $+1.431.166 $1.329 $-139 $1.468 $+1.468 $
DELTA AIR LINES, INC.DAL1.405.838 $+211.174 $1.194.664 $+1.193.657 $1.007 $+98 $909 $+909 $
REALTY INCOME CORPO1.310.870 $-71.134 $1.382.004 $+1.380.734 $1.270 $+304 $966 $+966 $
HUBBELL INCHUBB1.153.537 $+39.291 $1.114.246 $+1.113.192 $1.054 $+203 $851 $+851 $
BP PLCBP1.123.319 $+20.423 $1.102.896 $+1.101.960 $936 $-99 $1.035 $+1.035 $
Walt Disney CoDIS1.080.590 $+11.927 $1.068.663 $+1.067.473 $1.190 $+186 $1.004 $+1.004 $
HP INCHPQ937.165 $-134.605 $1.071.770 $+1.070.834 $936 $-88 $1.024 $+1.024 $
PFIZER INCPFE1.000.098 $-3.294 $1.003.392 $+1.002.475 $917 $+126 $791 $+791 $
UNITED PARCEL SERVICE INCUPS1.001.363 $+192.417 $808.946 $+808.040 $906 $-4 $910 $+910 $
UNITEDHEALTH GROUP INCUNH878.110 $-102.551 $980.661 $+979.859 $802 $-476 $1.278 $+1.278 $
HOLOGIC INCHOLX901.033 $+92.839 $808.194 $+807.406 $788 $+47 $741 $+741 $
Mastercard IncMA873.514 $-20.074 $893.588 $+893.367 $221 $+8 $213 $+213 $
PENTAIR plcPNR836.354 $-20.701 $857.055 $+856.298 $757 $+132 $625 $+625 $
MOSAIC COMOS514.155 $-251.994 $766.149 $+765.322 $827 $+218 $609 $+609 $
Phillips 66PSX730.111 $-32.694 $762.805 $+762.153 $652 $-12 $664 $+664 $
FRANKLIN RESOURCES INCBEN762.312 $+28.087 $734.225 $+733.425 $800 $+151 $649 $+649 $
ASML HOLDING NVASML720.017 $-26.380 $746.397 $+745.746 $651 $+94 $557 $+557 $
LKQ CORPLKQ726.250 $+726.250 $
TARGET CORPTGT682.606 $+14.062 $668.544 $+667.858 $686 $-20 $706 $+706 $
MICRON TECHNOLOGY INCMU513.738 $+179.098 $334.640 $+334.393 $247 $+247 $
Strategy IncMSTR388.263 $+387.777 $486 $+140 $346 $+346 $
BOEING COBA366.716 $+164.267 $202.449 $+202.158 $291 $+54 $237 $+237 $
Bank of New York Mellon CorpBK342.698 $+79.342 $263.356 $+263.118 $238 $+2 $236 $+236 $
IREN LtdIREN264.390 $-64.120 $328.510 $+328.510 $
INTEL CORPINTC316.826 $+18.430 $298.396 $+297.961 $435 $-595 $1.030 $+1.030 $
ADVANCED MICRO DEVICES INCAMD316.099 $+77.297 $238.802 $+238.510 $292 $-50 $342 $+342 $
Sony Group CorpSONY253.491 $-45.925 $299.416 $+299.209 $207 $+7 $200 $+200 $
EXXON MOBIL CORPXOM256.445 $+32.523 $223.922 $+223.701 $221 $-23 $244 $+244 $
AeroVironment IncAVAV251.912 $+251.656 $256 $+256 $
HERSHEY COHSY242.579 $-6.759 $249.338 $+249.117 $221 $-20 $241 $+241 $
RIO TINTO PLCRIO228.566 $+228.566 $
SPS COMMERCE INCSPSC218.764 $+218.764 $
CRISPR Therapeutics AGCRSP214.065 $+214.065 $
Hartford Financial Management Inc.97.532 $-80.958 $178.490 $+178.416 $74 $+0 $74 $+74 $
OHIO VALLEY BANC CORPOVBC2.321 $+0 $2.321 $+2.321 $
CITIGROUP INCC1.315 $+1.315 $
Eaton Corp plcETN262 $+39 $223 $+223 $
547.091.837 $+11.486.828 $536.459.249 $+535.965.952 $495.880 $+49.389 $447.806 $+447.806 $
Erweiterte Einstellungen ×