Investments: Outlook 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. ($)
355.340.396 $+15.980.605 $340.868.740 $+14.688.561 $332.982.112 $+25.965.312 $307.708.354 $+307.708.354 $
BANK OF AMERICA CORP /DE/BAC167.697.271 $-1.543.373 $169.240.644 $-9.881.352 $179.121.996 $+15.672.097 $163.449.899 $+163.449.899 $
BARCLAYS PLCBCS31.158.095 $+387.800 $30.770.295 $-8.922.138 $39.692.433 $+3.150.425 $36.542.008 $+36.542.008 $
MORGAN STANLEYMS37.247.528 $+7.084.539 $30.162.989 $-4.331.459 $34.494.448 $-2.038.880 $36.533.328 $+36.533.328 $
BlackRock, Inc.BLK22.776.134 $-488.021 $23.264.155 $+13.420.054 $9.844.101 $+1.819.602 $8.024.499 $+8.024.499 $
RAYMOND JAMES FINANCIAL INCRJF16.457.934 $+1.883.867 $14.574.067 $+12.055.804 $2.518.263 $+23.773 $2.494.490 $+2.494.490 $
NVIDIA CORPNVDA14.031.573 $+1.112.002 $12.919.571 $+1.888.159 $11.031.412 $+4.695.677 $6.335.735 $+6.335.735 $
APPFOLIO INCAPPF6.309.560 $+895.509 $5.414.051 $+655.163 $4.758.888 $-380.604 $5.139.492 $+5.139.492 $
MICROSOFT CORPMSFT5.101.504 $+467.009 $4.634.495 $+9.687 $4.624.808 $+1.129.605 $3.495.203 $+3.495.203 $
EXXON MOBIL CORPXOM4.000.402 $+1.056.565 $2.943.837 $+125.959 $2.817.878 $-518.271 $3.336.149 $+3.336.149 $
ALPHA PRO TECH LTDAPT3.892.334 $+390.865 $3.501.469 $+863.058 $2.638.411 $+299.827 $2.338.584 $+2.338.584 $
PRINCIPAL SECURITIES, INC.2.872.191 $-823.358 $3.695.549 $-102.803 $3.798.352 $-78.973 $3.877.325 $+3.877.325 $
JOHNSON & JOHNSONJNJ2.653.217 $+332.797 $2.320.420 $+352.586 $1.967.834 $-234.928 $2.202.762 $+2.202.762 $
CHEVRON CORPCVX2.376.435 $-65.760 $2.442.195 $+429.449 $2.012.746 $-387.390 $2.400.136 $+2.400.136 $
GOLDMAN SACHS GROUP INCGS2.041.067 $+1.688.340 $352.727 $-310.207 $662.934 $+662.934 $
ISHARES GOLD TRUSTIAU1.951.814 $+775.123 $1.176.691 $+135.279 $1.041.412 $+52.417 $988.995 $+988.995 $
LAM RESEARCH CORPLRCX1.824.291 $+745.995 $1.078.296 $+165.561 $912.735 $+210.776 $701.959 $+701.959 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.336.364 $+630.084 $706.280 $+361.598 $344.682 $+344.682 $
JPMORGAN CHASE & COJPM1.325.687 $+269.689 $1.055.998 $+90.472 $965.526 $-160.294 $1.125.820 $+1.125.820 $
NETFLIX INCNFLX700.668 $-212.310 $912.978 $-371.248 $1.284.226 $+318.125 $966.101 $+966.101 $
Bank of New York Mellon CorpBK993.981 $-256.817 $1.250.798 $+193.252 $1.057.546 $+80.782 $976.764 $+976.764 $
BOSTON SCIENTIFIC CORPBSX1.154.658 $+67.575 $1.087.083 $+1.087.083 $
CITIGROUP INCC1.031.272 $-85.032 $1.116.304 $+1.116.304 $
PROCTER & GAMBLE CoPG1.021.855 $-65.863 $1.087.718 $+214.918 $872.800 $-61.102 $933.902 $+933.902 $
SPS COMMERCE INCSPSC1.039.499 $+257.840 $781.659 $+28.136 $753.523 $+54.512 $699.011 $+699.011 $
Vertiv Holdings CoVRT722.116 $-308.727 $1.030.843 $+158.165 $872.678 $+397.819 $474.859 $+474.859 $
COMMONWEALTH EQUITY SERVICES, LLC348.440 $-613.926 $962.366 $+962.366 $
RESMED INCRMD960.267 $+60.095 $900.172 $-32.354 $932.526 $+119.876 $812.650 $+812.650 $
AMERICAN EXPRESS COAXP808.725 $-142.557 $951.282 $+14.484 $936.798 $+139.449 $797.349 $+797.349 $
AMAZON COM INCAMZN897.659 $-1.260 $898.919 $-13.963 $912.882 $+123.303 $789.579 $+789.579 $
Walmart Inc.WMT905.095 $+117.717 $787.378 $+150.884 $636.494 $+57.958 $578.536 $+578.536 $
Mastercard IncMA799.300 $-8.473 $807.773 $-95.342 $903.115 $+26.624 $876.491 $+876.491 $
Zoetis Inc.ZTS879.848 $+99.320 $780.528 $-55.996 $836.524 $-50.075 $886.599 $+886.599 $
FISERV INCFISV485.035 $-180.812 $665.847 $-187.882 $853.729 $+853.729 $
Accenture plcACN825.382 $+328.193 $497.189 $-107.476 $604.665 $+604.665 $
CONOCOPHILLIPSCOP693.604 $-2.859 $696.463 $+1.316 $695.147 $-129.492 $824.639 $+824.639 $
SYNOPSYS INCSNPS824.389 $+463.726 $360.663 $+360.663 $
ANALOG DEVICES INCADI813.390 $+91.012 $722.378 $+722.378 $
Palo Alto Networks IncPANW361.880 $-47.112 $408.992 $-378.382 $787.374 $+112.219 $675.155 $+675.155 $
BERKSHIRE HATHAWAY INCBRK-B724.319 $+100.419 $623.900 $-104.755 $728.655 $-49.977 $778.632 $+778.632 $
Eaton Corp plcETN642.140 $-109.742 $751.882 $+293.102 $458.780 $+97.246 $361.534 $+361.534 $
SYSCO CORPSYY745.801 $+63.280 $682.521 $+35.140 $647.381 $+8.485 $638.896 $+638.896 $
STERIS plcSTE730.440 $+16.019 $714.421 $+714.421 $
AT&T INC.T709.614 $+146.973 $562.641 $+562.641 $
ALLSTATE CORPALL709.167 $+11.555 $697.612 $+697.612 $
HARBOUR INVESTMENTS, INC.708.404 $+341.698 $366.706 $+22.482 $344.224 $+26.587 $317.637 $+317.637 $
KROGER COKR587.552 $-60.339 $647.891 $-48.935 $696.826 $+38.202 $658.624 $+658.624 $
ELI LILLY & CoLLY667.399 $+198.908 $468.491 $+237.705 $230.786 $-32.679 $263.465 $+263.465 $
REINSURANCE GROUP OF AMERICA INCRGA655.362 $+4.880 $650.482 $+650.482 $
GENUINE PARTS COGPC622.572 $+87.322 $535.250 $+62.817 $472.433 $+8.502 $463.931 $+463.931 $
AUTOLIV INCALV562.168 $+72.049 $490.119 $+40.483 $449.636 $+94.261 $355.375 $+355.375 $
PALATIN TECHNOLOGIES INCPTNT559.379 $+45.866 $513.513 $+200.795 $312.718 $+312.718 $
ASML HOLDING NVASML535.940 $-1.361 $537.301 $+73.411 $463.890 $+62.493 $401.397 $+401.397 $
PPL CorpPPL488.307 $-36.410 $524.717 $+44.014 $480.703 $-30.650 $511.353 $+511.353 $
DEXCOM INCDXCM523.479 $+103.768 $419.711 $+419.711 $
CLEAN HARBORS INCCLH520.155 $+76.680 $443.475 $+443.475 $
GARMIN LTDGRMN351.243 $-82.708 $433.951 $-43.993 $477.944 $-28.352 $506.296 $+506.296 $
GOLD FIELDS LTDGFI472.988 $-31.515 $504.503 $+504.503 $
KLA CORPKLAC458.196 $+40.688 $417.508 $-83.305 $500.813 $+112.606 $388.207 $+388.207 $
Monster Beverage CorpMNST452.545 $+46.430 $406.115 $-84.732 $490.847 $+19.468 $471.379 $+471.379 $
CINTAS CORPCTAS338.875 $-32.606 $371.481 $-114.702 $486.183 $+37.054 $449.129 $+449.129 $
BROWN & BROWN, INC.BRO424.334 $-60.236 $484.570 $+484.570 $
DEERE & CODE414.278 $-48.448 $462.726 $+35.618 $427.108 $+427.108 $
COPART INCCPRT378.673 $-67.313 $445.986 $+445.986 $
RIO TINTO PLCRIO408.516 $-17.031 $425.547 $+425.547 $
NEXTERA ENERGY INCNEE412.960 $+187.471 $225.489 $+21.186 $204.303 $-4.327 $208.630 $+208.630 $
GRACO INCGGG334.408 $-14.647 $349.055 $-59.631 $408.686 $+5.446 $403.240 $+403.240 $
FACTSET RESEARCH SYSTEMS INCFDS229.451 $+6.086 $223.365 $-168.959 $392.324 $-12.809 $405.133 $+405.133 $
HERSHEY COHSY382.360 $-16.972 $399.332 $+399.332 $
ALIGN TECHNOLOGY INCALGN398.951 $+398.951 $
CSX CORPCSX395.335 $+27.722 $367.613 $+367.613 $
LINDE PLCLIN277.179 $-26.359 $303.538 $-76.645 $380.183 $+8.995 $371.188 $+371.188 $
Parker-Hannifin CorpPH352.486 $+66.652 $285.834 $+285.834 $
Simpson Manufacturing Co., Inc.SSD341.391 $-8.125 $349.516 $+349.516 $
GRAPHIC PACKAGING HOLDING COGPK282.407 $-65.512 $347.919 $+347.919 $
NORDSON CORPNDSN344.773 $+17.737 $327.036 $+327.036 $
Infosys LtdINFY328.953 $+27.879 $301.074 $-41.127 $342.201 $+1.393 $340.808 $+340.808 $
NOVARTIS AGNVS312.965 $+26.220 $286.745 $+286.745 $
FASTENAL COFAST256.430 $-53.231 $309.661 $+309.661 $
AbbVie Inc.ABBV292.696 $+19.248 $273.448 $+43.748 $229.700 $-17.743 $247.443 $+247.443 $
DECKERS OUTDOOR CORPDECK265.405 $-24.407 $289.812 $+289.812 $
CENTERPOINT ENERGY INCCNP287.664 $-1.762 $289.426 $+16.957 $272.469 $+5.402 $267.067 $+267.067 $
MPLX LPMPLX287.686 $+10.681 $277.005 $+277.005 $
CrossAmerica Partners LPCAPL253.380 $-5.289 $258.669 $+13.905 $244.764 $-42.705 $287.469 $+287.469 $
PENTAIR plcPNR271.305 $-14.688 $285.993 $+285.993 $
INSULET CORPPODD258.658 $-20.125 $278.783 $+278.783 $
Public StoragePSA245.313 $-23.940 $269.253 $+269.253 $
PAYCHEX INCPAYX232.718 $-24.634 $257.352 $+257.352 $
ORACLE CORPORCL210.113 $-44.409 $254.522 $+254.522 $
Hamilton Lane INCHLNE252.654 $+4.641 $248.013 $+248.013 $
RELX PLCRELX214.406 $-32.534 $246.940 $+246.940 $
MICRON TECHNOLOGY INCMU244.882 $+244.882 $
INTUITIVE SURGICAL INCISRG215.190 $+215.190 $
NABORS INDUSTRIES LTDNBR210.685 $+210.685 $
CATERPILLAR INCCAT209.098 $+209.098 $
Zevia PBCZVIA28.620 $+28.620 $
355.340.396 $+15.980.605 $340.868.740 $+14.688.561 $332.982.112 $+25.965.312 $307.708.354 $+307.708.354 $
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