Investments: OneAscent Financial Services 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. ($)
954.860.400 $+249.339.790 $706.366.666 $+705.210.036 $1.175.643 $+194.807 $981.866 $+981.866 $
BANK OF AMERICA CORP /DE/BAC384.703.922 $+83.423.829 $301.280.093 $+300.684.269 $595.824 $+90.303 $505.521 $+505.521 $
RAYMOND JAMES FINANCIAL INCRJF173.030.765 $+67.419.340 $105.611.425 $+105.467.548 $143.877 $+27.555 $116.322 $+116.322 $
MORGAN STANLEYMS167.373.410 $+39.742.450 $127.630.960 $+127.438.418 $192.542 $+39.505 $153.037 $+153.037 $
Cambridge Investment Research Advisors, Inc.43.299.041 $+23.438.645 $19.860.396 $+19.841.394 $19.002 $+3.305 $15.697 $+15.697 $
NVIDIA CORPNVDA20.925.745 $+725.974 $20.199.771 $+20.179.051 $20.720 $+7.293 $13.427 $+13.427 $
APPFOLIO INCAPPF18.003.963 $+1.051.861 $16.952.102 $+16.935.016 $17.086 $+470 $16.616 $+16.616 $
BERKSHIRE HATHAWAY INCBRK-B13.181.488 $+566.239 $12.615.249 $+12.598.455 $16.794 $-383 $17.177 $+17.177 $
BlackRock, Inc.BLK10.656.165 $+5.992.336 $4.663.829 $+4.652.855 $10.974 $+590 $10.384 $+10.384 $
GOLDMAN SACHS GROUP INCGS9.191.682 $+5.970.228 $3.221.454 $+3.215.990 $5.464 $+379 $5.085 $+5.085 $
MICROSOFT CORPMSFT9.049.194 $+247.301 $8.801.893 $+8.787.826 $14.067 $+4.165 $9.902 $+9.902 $
ALPHA PRO TECH LTDAPT8.674.491 $+2.831.190 $5.843.301 $+5.837.278 $6.023 $+1.335 $4.688 $+4.688 $
SPS COMMERCE INCSPSC7.575.466 $+543.914 $7.031.552 $+7.024.293 $7.259 $+3.949 $3.310 $+3.310 $
AMAZON COM INCAMZN6.589.891 $+1.170.109 $5.419.782 $+5.412.027 $7.755 $+1.575 $6.180 $+6.180 $
FIRST MERCHANTS CORPFRME5.099.866 $-29.935 $5.129.801 $+5.124.189 $5.612 $+620 $4.992 $+4.992 $
FIRST TRUST ADVISORS LP4.951.467 $-37.004 $4.988.471 $+4.983.867 $4.604 $+599 $4.005 $+4.005 $
ELI LILLY & CoLLY4.625.888 $+1.737.512 $2.888.376 $+2.884.272 $4.104 $-173 $4.277 $+4.277 $
CITIGROUP INCC3.650.194 $+369.319 $3.280.875 $+3.269.044 $11.831 $+2.337 $9.494 $+9.494 $
CREATIVE FINANCIAL DESIGNS INC /ADV2.989.595 $+2.989.595 $
PROCTER & GAMBLE CoPG2.763.326 $-181.138 $2.944.464 $+2.939.928 $4.536 $-28 $4.564 $+4.564 $
JPMORGAN CHASE & COJPM2.836.288 $+347.237 $2.489.051 $+2.482.863 $6.188 $+1.279 $4.909 $+4.909 $
AbbVie Inc.ABBV2.002.593 $+85.327 $1.917.266 $+1.915.225 $2.041 $-295 $2.336 $+2.336 $
Walmart Inc.WMT1.997.509 $+355.093 $1.642.416 $+1.639.946 $2.470 $-299 $2.769 $+2.769 $
CATERPILLAR INCCAT1.786.810 $+146.555 $1.640.255 $+1.634.883 $5.372 $+1.125 $4.247 $+4.247 $
EXXON MOBIL CORPXOM1.785.104 $+411.219 $1.373.885 $+1.371.848 $2.037 $+16 $2.021 $+2.021 $
ASML HOLDING NVASML1.678.719 $+224.695 $1.454.024 $+1.453.186 $838 $+613 $225 $+225 $
JOHNSON & JOHNSONJNJ1.665.125 $+137.665 $1.527.460 $+1.525.327 $2.133 $-33 $2.166 $+2.166 $
CHEVRON CORPCVX1.657.381 $+33.580 $1.623.801 $+1.621.549 $2.252 $+809 $1.443 $+1.443 $
CUMMINS INCCMI1.608.539 $+499.258 $1.109.281 $+1.108.553 $728 $+728 $
UNITEDHEALTH GROUP INCUNH1.434.991 $+32.198 $1.402.793 $+1.401.397 $1.396 $-1.067 $2.463 $+2.463 $
ADVANCED MICRO DEVICES INCAMD1.340.705 $+859.028 $481.677 $+480.804 $873 $+331 $542 $+542 $
Palo Alto Networks IncPANW1.108.144 $-119.273 $1.227.417 $+1.226.727 $690 $+455 $235 $+235 $
FLUOR CORPFLR1.118.497 $-60.190 $1.178.687 $+1.177.682 $1.005 $+1.005 $
Vertiv Holdings CoVRT1.147.168 $+103.345 $1.043.823 $+1.042.996 $827 $+827 $
Mastercard IncMA1.082.900 $+249.751 $833.149 $+831.631 $1.518 $-18 $1.536 $+1.536 $
ORACLE CORPORCL772.908 $-289.726 $1.062.634 $+1.061.257 $1.377 $+478 $899 $+899 $
Walt Disney CoDIS841.125 $-162.429 $1.003.554 $+1.002.072 $1.482 $+200 $1.282 $+1.282 $
AT&T INC.T989.623 $+98.287 $891.336 $+889.998 $1.338 $+174 $1.164 $+1.164 $
PALATIN TECHNOLOGIES INCPTNT883.166 $-52.938 $936.104 $+935.160 $944 $+330 $614 $+614 $
AMGEN INCAMGN909.019 $+206.633 $702.386 $+701.521 $865 $-206 $1.071 $+1.071 $
AMERICAN EXPRESS COAXP898.674 $+256.557 $642.117 $+641.378 $739 $-108 $847 $+847 $
SOUTHERN COSO786.478 $-67.287 $853.765 $+852.571 $1.194 $+180 $1.014 $+1.014 $
ISHARES GOLD TRUSTIAU836.944 $+88.941 $748.003 $+747.311 $692 $+167 $525 $+525 $
NUCOR CORPNUE792.892 $+140.732 $652.160 $+651.494 $666 $+666 $
Parker-Hannifin CorpPH781.401 $+148.346 $633.055 $+632.299 $756 $-114 $870 $+870 $
Invesco DB Precious Metals FundDBP751.149 $+343.331 $407.818 $+407.592 $226 $+15 $211 $+211 $
MICRON TECHNOLOGY INCMU721.942 $+183.522 $538.420 $+538.024 $396 $+90 $306 $+306 $
MCDONALDS CORPMCD713.577 $+91.564 $622.013 $+620.854 $1.159 $-4 $1.163 $+1.163 $
NEXTERA ENERGY INCNEE705.764 $+121.558 $584.206 $+583.240 $966 $+262 $704 $+704 $
LOCKHEED MARTIN CORPLMT618.416 $+79.421 $538.995 $+538.261 $734 $+39 $695 $+695 $
SENSIENT TECHNOLOGIES CORPSXT616.389 $+616.389 $
Booking Holdings Inc.BKNG605.152 $+97.621 $507.531 $+506.878 $653 $+52 $601 $+601 $
Duke Energy CORPDUK601.750 $+39.321 $562.429 $+561.247 $1.182 $+246 $936 $+936 $
BOEING COBA599.562 $+158.313 $441.249 $+440.529 $720 $+145 $575 $+575 $
XCEL ENERGY INCXEL578.261 $+577.995 $266 $-6 $272 $+272 $
NETFLIX INCNFLX435.942 $-140.444 $576.386 $+575.549 $837 $+162 $675 $+675 $
COCA COLA COKO571.015 $+71.843 $499.172 $+498.126 $1.046 $-36 $1.082 $+1.082 $
LAM RESEARCH CORPLRCX568.243 $+42.421 $525.822 $+525.253 $569 $+319 $250 $+250 $
Trane Technologies plcTT564.729 $+210.705 $354.024 $+353.143 $881 $+151 $730 $+730 $
VERIZON COMMUNICATIONS INCVZ511.428 $+4.265 $507.163 $+506.327 $836 $+141 $695 $+695 $
COMCAST CORPCMCSA505.945 $-3.479 $509.424 $+508.678 $746 $+91 $655 $+655 $
Genpact LTDG507.657 $+140.449 $367.208 $+366.732 $476 $-144 $620 $+620 $
HEICO CORPHEI504.446 $+70.607 $433.839 $+432.930 $909 $+160 $749 $+749 $
AppLovin CorpAPP457.524 $-41.861 $499.385 $+498.474 $911 $-123 $1.034 $+1.034 $
POOL CORPPOOL491.356 $+62.697 $428.659 $+428.245 $414 $-196 $610 $+610 $
FEDEX CORPFDX490.899 $+97.019 $393.880 $+393.192 $688 $-54 $742 $+742 $
STEEL DYNAMICS INCSTLD490.034 $+88.274 $401.760 $+400.980 $780 $+190 $590 $+590 $
KLA CORPKLAC476.210 $+212.490 $263.720 $+263.375 $345 $+42 $303 $+303 $
WINMARK CORPWINA375.369 $-75.907 $451.276 $+450.934 $342 $-36 $378 $+378 $
PEPSICO INCPEP447.248 $+96.875 $350.373 $+349.503 $870 $-24 $894 $+894 $
CONOCOPHILLIPSCOP442.111 $+71.082 $371.029 $+370.567 $462 $-76 $538 $+538 $
FORD MOTOR COF428.923 $+104.023 $324.900 $+324.208 $692 $+80 $612 $+612 $
SCHWAB CHARLES CORPSCHW414.389 $+208.344 $206.045 $+206.045 $
RTX CorpRTX395.144 $+83.644 $311.500 $+311.276 $224 $+10 $214 $+214 $
ENBRIDGE INCENB363.365 $-30.778 $394.143 $+393.759 $384 $+176 $208 $+208 $
KROGER COKR393.385 $+13.870 $379.515 $+379.070 $445 $+25 $420 $+420 $
ROLLINS INCROL392.601 $+87.325 $305.276 $+304.728 $548 $-59 $607 $+607 $
GENERAL ELECTRIC COGE389.496 $+25.694 $363.802 $+362.965 $837 $+247 $590 $+590 $
MCKESSON CORPMCK380.778 $+76.246 $304.532 $+304.068 $464 $-72 $536 $+536 $
3M COMMM374.378 $+15.291 $359.087 $+358.551 $536 $+32 $504 $+504 $
CVS HEALTH CorpCVS370.794 $+33.719 $337.075 $+336.687 $388 $-8 $396 $+396 $
PFIZER INCPFE367.228 $-3.278 $370.506 $+369.573 $933 $-41 $974 $+974 $
COLGATE PALMOLIVE COCL367.346 $+63.699 $303.647 $+303.195 $452 $-57 $509 $+509 $
STRYKER CORPSYK357.155 $-3.365 $360.520 $+359.932 $588 $+75 $513 $+513 $
NASDAQ, INC.NDAQ341.466 $+341.143 $323 $+29 $294 $+294 $
nVent Electric plcNVT332.984 $+332.714 $270 $+27 $243 $+243 $
ROPER TECHNOLOGIES INCROP329.354 $+328.967 $387 $-58 $445 $+445 $
ALLSTATE CORPALL324.506 $+30.865 $293.641 $+293.325 $316 $+22 $294 $+294 $
Sony Group CorpSONY272.154 $-41.312 $313.466 $+313.139 $327 $+44 $283 $+283 $
ANALOG DEVICES INCADI312.824 $+63.028 $249.796 $+249.314 $482 $+82 $400 $+400 $
TYLER TECHNOLOGIES INCTYL301.877 $+25.125 $276.752 $+276.285 $467 $-71 $538 $+538 $
Roblox CorpRBLX293.815 $+293.815 $
FASTENAL COFAST264.995 $-26.757 $291.752 $+291.333 $419 $+60 $359 $+359 $
PARSONS CORPPSN204.249 $-69.802 $274.051 $+274.051 $
MANULIFE FINANCIAL CORPMFC271.193 $+38.347 $232.846 $+232.584 $262 $-2 $264 $+264 $
Constellation Energy CorpCEG266.033 $+35.673 $230.360 $+229.913 $447 $+79 $368 $+368 $
CSX CORPCSX261.333 $+939 $260.394 $+260.079 $315 $+22 $293 $+293 $
GENERAL DYNAMICS CORPGD255.873 $+255.089 $784 $+26 $758 $+758 $
STERIS plcSTE254.027 $+253.711 $316 $-46 $362 $+362 $
Royalty Pharma plcRPRX230.622 $+230.622 $
Talen Energy CorpTLN230.152 $+230.152 $
GSK plcGSK228.945 $+228.696 $249 $-48 $297 $+297 $
CINTAS CORPCTAS220.393 $+220.044 $349 $-15 $364 $+364 $
ROYAL GOLD INCRGLD217.177 $+217.177 $
QUEST DIAGNOSTICS INCDGX217.087 $+216.847 $240 $-16 $256 $+256 $
Sandisk CorpSNDK216.370 $+216.370 $
INTUITIVE SURGICAL INCISRG211.819 $+210.658 $1.161 $+2 $1.159 $+1.159 $
STARBUCKS CORPSBUX208.089 $+5.699 $202.390 $+201.931 $459 $-30 $489 $+489 $
LINDE PLCLIN207.279 $+206.866 $413 $+15 $398 $+398 $
SYNOPSYS INCSNPS206.237 $+206.237 $
SAP SESAP206.163 $+205.864 $299 $+47 $252 $+252 $
Eaton Corp plcETN200.661 $+199.776 $885 $+214 $671 $+671 $
FIRST MAJESTIC SILVER CORPAG198.357 $+198.357 $
Otter Tail CorpOTTR1.953 $-37 $1.990 $+1.990 $
DEERE & CODE1.523 $+94 $1.429 $+1.429 $
SHERWIN WILLIAMS COSHW739 $-37 $776 $+776 $
SYSCO CORPSYY555 $+88 $467 $+467 $
EMERSON ELECTRIC COEMR548 $+122 $426 $+426 $
GARMIN LTDGRMN426 $+426 $
Sea LtdSE403 $+4 $399 $+399 $
Phillips 66PSX373 $+10 $363 $+363 $
FISERV INCFISV355 $+26 $329 $+329 $
Medtronic plcMDT332 $-5 $337 $+337 $
ENTEGRIS INCENTG335 $+335 $
BP PLCBP299 $-22 $321 $+321 $
MERCADOLIBRE INCMELI313 $+63 $250 $+250 $
DARDEN RESTAURANTS INCDRI305 $+11 $294 $+294 $
CARDINAL HEALTH INCCAH304 $+101 $203 $+203 $
EQUINIX INCEQIX297 $+15 $282 $+282 $
PENTAIR plcPNR296 $+56 $240 $+240 $
UNITED PARCEL SERVICE INCUPS275 $-19 $294 $+294 $
ASTRAZENECA PLCAZN254 $-38 $292 $+292 $
GRACO INCGGG289 $+7 $282 $+282 $
Shell plcSHEL283 $-3 $286 $+286 $
REALTY INCOME CORPO284 $+12 $272 $+272 $
EQUITY RESIDENTIALEQR269 $+269 $
NOVARTIS AGNVS264 $+13 $251 $+251 $
EMBRAER S.A.EMBJ263 $+22 $241 $+241 $
HP INCHPQ261 $+261 $
AUTOZONE INCAZO253 $+253 $
TotalEnergies SETTE210 $-40 $250 $+250 $
AFLAC INCAFL212 $-36 $248 $+248 $
UBS Group AGUBS241 $-6 $247 $+247 $
Element Solutions IncESI232 $-15 $247 $+247 $
Accenture plcACN202 $-28 $230 $+230 $
TEXTRON INCTXT226 $+226 $
CDW CorpCDW221 $+221 $
GLAUKOS CorpGKOS217 $+13 $204 $+204 $
UNILEVER PLCUL208 $+208 $
GROUP 1 AUTOMOTIVE INCGPI206 $+206 $
AMDOCS LTDDOX206 $+2 $204 $+204 $
Centessa Pharmaceuticals plcCNTA162 $-28 $190 $+190 $
NatWest Group plcNWG149 $+149 $
NEOGENOMICS INCNEO137 $+1 $136 $+136 $
GLADSTONE LAND CorpLAND105 $-17 $122 $+122 $
CEMEX SAB DE CVCX118 $+118 $
954.860.400 $+249.339.790 $706.366.666 $+705.210.036 $1.175.643 $+194.807 $981.866 $+981.866 $
Erweiterte Einstellungen ×