Investments: Sound View Wealth Advisors Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.398.425.430 $+36.656.791 $1.363.067.709 $+1.363.067.709 $
BANK OF AMERICA CORP /DE/BAC853.619.345 $+16.680.391 $836.938.954 $+836.938.954 $
APPFOLIO INCAPPF76.050.053 $+1.511.822 $74.538.231 $+74.538.231 $
MICROSOFT CORPMSFT44.853.638 $-3.097.712 $47.951.350 $+47.951.350 $
NVIDIA CORPNVDA42.570.586 $-608.810 $43.179.396 $+43.179.396 $
ALPHA PRO TECH LTDAPT34.119.801 $+6.766.655 $27.353.146 $+27.353.146 $
ELI LILLY & CoLLY24.383.543 $+6.966.142 $17.417.401 $+17.417.401 $
JPMORGAN CHASE & COJPM21.024.502 $+795.607 $20.228.895 $+20.228.895 $
AMAZON COM INCAMZN20.471.109 $+779.056 $19.692.053 $+19.692.053 $
JOHNSON & JOHNSONJNJ14.266.025 $+1.176.325 $13.089.700 $+13.089.700 $
PROCTER & GAMBLE CoPG11.504.992 $-1.342.284 $12.847.276 $+12.847.276 $
AbbVie Inc.ABBV12.061.870 $-308.972 $12.370.842 $+12.370.842 $
Walmart Inc.WMT11.083.128 $+833.725 $10.249.403 $+10.249.403 $
BERKSHIRE HATHAWAY INCBRK-B10.998.204 $-59.822 $11.058.026 $+11.058.026 $
AMGEN INCAMGN9.562.503 $+1.286.527 $8.275.976 $+8.275.976 $
SOUTHERN COSO7.829.381 $-831.024 $8.660.405 $+8.660.405 $
RTX CorpRTX8.182.189 $+706.886 $7.475.303 $+7.475.303 $
EXXON MOBIL CORPXOM8.173.115 $+674.733 $7.498.382 $+7.498.382 $
COCA COLA COKO7.836.666 $+351.179 $7.485.487 $+7.485.487 $
MCDONALDS CORPMCD6.863.793 $+9.493 $6.854.300 $+6.854.300 $
BlackRock, Inc.BLK6.537.925 $-196.237 $6.734.162 $+6.734.162 $
AFLAC INCAFL6.603.125 $-51.778 $6.654.903 $+6.654.903 $
ORACLE CORPORCL4.644.607 $-2.004.748 $6.649.355 $+6.649.355 $
RAYMOND JAMES FINANCIAL INCRJF6.563.686 $+2.057.622 $4.506.064 $+4.506.064 $
SPS COMMERCE INCSPSC6.514.544 $+711.141 $5.803.403 $+5.803.403 $
PEPSICO INCPEP6.024.749 $+115.872 $5.908.877 $+5.908.877 $
CHEVRON CORPCVX5.161.519 $-682.320 $5.843.839 $+5.843.839 $
CATERPILLAR INCCAT5.741.801 $+773.562 $4.968.239 $+4.968.239 $
FIFTH THIRD BANCORPFITB5.258.361 $+362.198 $4.896.163 $+4.896.163 $
EMERSON ELECTRIC COEMR5.256.774 $+22.561 $5.234.213 $+5.234.213 $
AMERICAN EXPRESS COAXP4.864.671 $+542.313 $4.322.358 $+4.322.358 $
GENERAL DYNAMICS CORPGD4.430.254 $-184.432 $4.614.686 $+4.614.686 $
ASTRAZENECA PLCAZN4.330.420 $+740.643 $3.589.777 $+3.589.777 $
MORGAN STANLEYMS3.881.457 $+1.019.461 $2.861.996 $+2.861.996 $
NEXTERA ENERGY INCNEE3.734.635 $+152.096 $3.582.539 $+3.582.539 $
CONSOLIDATED EDISON INCED3.629.185 $+38.067 $3.591.118 $+3.591.118 $
BERKLEY W R CORPWRB3.280.017 $-303.213 $3.583.230 $+3.583.230 $
STRYKER CORPSYK3.445.391 $-23.756 $3.469.147 $+3.469.147 $
LAM RESEARCH CORPLRCX3.393.148 $+524.021 $2.869.127 $+2.869.127 $
Medtronic plcMDT3.320.396 $+75.452 $3.244.944 $+3.244.944 $
WELLTOWER INC.WELL3.004.976 $+239.173 $2.765.803 $+2.765.803 $
Duke Energy CORPDUK2.558.452 $-153.020 $2.711.472 $+2.711.472 $
XCEL ENERGY INCXEL2.537.837 $-115.118 $2.652.955 $+2.652.955 $
MICRON TECHNOLOGY INCMU2.545.599 $+927.269 $1.618.330 $+1.618.330 $
ISHARES GOLD TRUSTIAU2.301.819 $+238.207 $2.063.612 $+2.063.612 $
VERIZON COMMUNICATIONS INCVZ1.867.611 $-343.286 $2.210.897 $+2.210.897 $
NETFLIX INCNFLX1.578.751 $-558.349 $2.137.100 $+2.137.100 $
Palo Alto Networks IncPANW1.920.838 $-144.683 $2.065.521 $+2.065.521 $
PFIZER INCPFE1.430.279 $-448.195 $1.878.474 $+1.878.474 $
DEERE & CODE1.845.054 $+22.416 $1.822.638 $+1.822.638 $
LOCKHEED MARTIN CORPLMT1.704.851 $-85.139 $1.789.990 $+1.789.990 $
UNITEDHEALTH GROUP INCUNH1.598.543 $-139.746 $1.738.289 $+1.738.289 $
ADVANCED MICRO DEVICES INCAMD1.697.218 $+416.650 $1.280.568 $+1.280.568 $
iShares Bitcoin Trust ETFIBIT1.131.007 $-517.431 $1.648.438 $+1.648.438 $
Vertiv Holdings CoVRT1.638.905 $+38.879 $1.600.026 $+1.600.026 $
Jazz Pharmaceuticals plcJAZZ1.495.320 $+269.975 $1.225.345 $+1.225.345 $
INTUITIVE SURGICAL INCISRG1.485.574 $+302.194 $1.183.380 $+1.183.380 $
EQUINIX INCEQIX1.061.226 $-333.709 $1.394.935 $+1.394.935 $
GOLDMAN SACHS GROUP INCGS1.383.546 $+130.091 $1.253.455 $+1.253.455 $
Zoetis Inc.ZTS1.179.515 $-184.190 $1.363.705 $+1.363.705 $
Walt Disney CoDIS1.319.601 $-40.413 $1.360.014 $+1.360.014 $
Eaton Corp plcETN1.118.926 $-227.251 $1.346.177 $+1.346.177 $
COMCAST CORPCMCSA965.387 $-289.779 $1.255.166 $+1.255.166 $
PAYCHEX INCPAYX1.123.721 $-125.128 $1.248.849 $+1.248.849 $
EQUIFAX INCEFX1.244.166 $+192.904 $1.051.262 $+1.051.262 $
GENERAL ELECTRIC COGE1.201.156 $-37.460 $1.238.616 $+1.238.616 $
FREEPORT-MCMORAN INCFCX1.125.509 $+205.381 $920.128 $+920.128 $
INTEL CORPINTC1.059.394 $+92.934 $966.460 $+966.460 $
CSX CORPCSX959.334 $+18.926 $940.408 $+940.408 $
KLA CORPKLAC958.111 $+11.624 $946.487 $+946.487 $
CITIGROUP INCC933.230 $+81.179 $852.051 $+852.051 $
3M COMMM924.580 $+25.522 $899.058 $+899.058 $
Mastercard IncMA861.295 $-33.754 $895.049 $+895.049 $
DIAGEO PLCDEO630.764 $-248.463 $879.227 $+879.227 $
ASML HOLDING NVASML790.627 $-77.750 $868.377 $+868.377 $
AT&T INC.T601.572 $-216.712 $818.284 $+818.284 $
HERSHEY COHSY781.044 $-20.997 $802.041 $+802.041 $
COLGATE PALMOLIVE COCL799.534 $+87.344 $712.190 $+712.190 $
GLOBAL PAYMENTS INCGPN723.458 $-54.503 $777.961 $+777.961 $
LINDE PLCLIN594.835 $-154.255 $749.090 $+749.090 $
NEUROCRINE BIOSCIENCES INCNBIX743.615 $+11.393 $732.222 $+732.222 $
Aon plcAON682.823 $+3.182 $679.641 $+679.641 $
CONOCOPHILLIPSCOP599.784 $+198.749 $401.035 $+401.035 $
AUTOZONE INCAZO454.461 $-120.431 $574.892 $+574.892 $
PPL CorpPPL529.117 $-44.559 $573.676 $+573.676 $
CURTISS WRIGHT CORPCW551.821 $+1.823 $549.998 $+549.998 $
LINCOLN NATIONAL CORPLNC545.097 $+28.185 $516.912 $+516.912 $
Accenture plcACN515.673 $+264.141 $251.532 $+251.532 $
CUMMINS INCCMI500.998 $+94.896 $406.102 $+406.102 $
BECTON DICKINSON & COBDX488.709 $+21.172 $467.537 $+467.537 $
Constellation Energy CorpCEG482.593 $+31.088 $451.505 $+451.505 $
FORD MOTOR COF477.542 $+84.094 $393.448 $+393.448 $
REALTY INCOME CORPO453.267 $-11.824 $465.091 $+465.091 $
DARDEN RESTAURANTS INCDRI429.871 $-34.798 $464.669 $+464.669 $
UNILEVER PLCUL441.385 $-10.329 $451.714 $+451.714 $
METLIFE INCMET446.967 $-802 $447.769 $+447.769 $
SYSCO CORPSYY391.743 $-52.462 $444.205 $+444.205 $
NICOLET BANKSHARES INCNIC393.164 $-47.743 $440.907 $+440.907 $
CARDINAL HEALTH INCCAH440.798 $+113.222 $327.576 $+327.576 $
GENUINE PARTS COGPC365.560 $-72.139 $437.699 $+437.699 $
TARGET CORPTGT437.567 $+142.990 $294.577 $+294.577 $
BIOMARIN PHARMACEUTICAL INCBMRN434.433 $+434.433 $
CARNIVAL CORPCCL428.066 $+22.268 $405.798 $+405.798 $
FEDEX CORPFDX425.423 $+92.151 $333.272 $+333.272 $
Bank of New York Mellon CorpBK416.078 $+40.705 $375.373 $+375.373 $
PALATIN TECHNOLOGIES INCPTNT411.669 $-3.884 $415.553 $+415.553 $
SUN LIFE FINANCIAL INCSLF401.918 $+1.818 $400.100 $+400.100 $
NOVARTIS AGNVS389.896 $-10.726 $400.622 $+400.622 $
Edwards Lifesciences CorpEW398.970 $+13.153 $385.817 $+385.817 $
ALLSTATE CORPALL389.667 $+57.169 $332.498 $+332.498 $
YUM BRANDS INCYUM342.498 $-29.446 $371.944 $+371.944 $
Phillips 66PSX346.878 $-18.757 $365.635 $+365.635 $
Otis Worldwide CorpOTIS361.973 $+2.291 $359.682 $+359.682 $
AGNICO EAGLE MINES LTDAEM354.318 $+2.028 $352.290 $+352.290 $
SCHWAB CHARLES CORPSCHW352.614 $+5.383 $347.231 $+347.231 $
TORONTO DOMINION BANKTD332.526 $+50.302 $282.224 $+282.224 $
MCKESSON CORPMCK332.219 $+21.657 $310.562 $+310.562 $
Booking Holdings Inc.BKNG299.898 $-29.457 $329.355 $+329.355 $
AppLovin CorpAPP291.764 $-16.490 $308.254 $+308.254 $
MSA Safety IncMSA279.604 $-20.830 $300.434 $+300.434 $
ARGENX SEARGX252.285 $-39.789 $292.074 $+292.074 $
BOEING COBA258.172 $-30.193 $288.365 $+288.365 $
WATSCO INCWSO238.898 $-43.303 $282.201 $+282.201 $
ALBEMARLE CORPALB274.716 $+274.716 $
HUMANA INCHUM271.500 $+5.085 $266.415 $+266.415 $
HP INCHPQ202.179 $-62.584 $264.763 $+264.763 $
SEMPRASRE257.365 $-4.927 $262.292 $+262.292 $
ENBRIDGE INCENB231.689 $-29.139 $260.828 $+260.828 $
ALLIANT ENERGY CORPLNT249.882 $-9.222 $259.104 $+259.104 $
CVS HEALTH CorpCVS258.043 $+19.188 $238.855 $+238.855 $
CINTAS CORPCTAS228.003 $-29.082 $257.085 $+257.085 $
ANALOG DEVICES INCADI252.099 $+22.976 $229.123 $+229.123 $
UNITED PARCEL SERVICE INCUPS249.996 $+19.501 $230.495 $+230.495 $
EQUITY RESIDENTIALEQR234.761 $-10.242 $245.003 $+245.003 $
BOSTON SCIENTIFIC CORPBSX237.436 $+237.436 $
JFrog LtdFROG231.102 $+231.102 $
Trane Technologies plcTT226.593 $+226.593 $
NORTHERN TRUST CORPNTRS212.952 $-5.239 $218.191 $+218.191 $
Strategy IncMSTR212.981 $+212.981 $
Kraft Heinz CoKHC212.070 $+212.070 $
DTE ENERGY CODTE205.645 $+205.645 $
EXELON CORPEXC204.345 $+204.345 $
DOLLAR GENERAL CORPDG204.340 $+204.340 $
TechnipFMC plcFTI200.208 $+200.208 $
1.398.425.430 $+36.656.791 $1.363.067.709 $+1.363.067.709 $
Erweiterte Einstellungen ×