Investments: SkyOak Wealth, 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. ($)
475.610.541 $+27.312.880 $449.992.667 $+28.304.890 $423.656.882 $+34.229.916 $391.555.170 $+391.555.170 $
BANK OF AMERICA CORP /DE/BAC329.192.875 $+14.315.813 $314.877.062 $+18.031.012 $296.846.050 $+26.779.041 $270.067.009 $+270.067.009 $
APPFOLIO INCAPPF23.305.691 $+966.318 $22.339.373 $+3.704.977 $18.634.396 $-1.394.495 $20.028.891 $+20.028.891 $
ELI LILLY & CoLLY17.962.157 $+4.318.222 $13.643.935 $-629.227 $14.273.162 $-910.334 $15.183.496 $+15.183.496 $
ALPHA PRO TECH LTDAPT13.137.804 $+1.542.115 $11.595.689 $+2.793.038 $8.802.651 $+1.238.830 $7.563.821 $+7.563.821 $
JPMORGAN CHASE & COJPM8.578.189 $+190.324 $8.387.865 $+379.773 $8.008.092 $+1.142.797 $6.865.295 $+6.865.295 $
AMAZON COM INCAMZN8.110.784 $+557.137 $7.553.647 $-122.809 $7.676.456 $+1.129.800 $6.546.656 $+6.546.656 $
NVIDIA CORPNVDA7.662.685 $-283.029 $7.945.714 $+741.577 $7.204.137 $+3.762.037 $3.442.100 $+3.442.100 $
MORGAN STANLEYMS7.461.687 $+756.586 $6.705.101 $+700.669 $6.004.432 $+1.031.877 $4.972.555 $+4.972.555 $
MICROSOFT CORPMSFT6.667.766 $+1.094.727 $5.573.039 $+217.075 $5.355.964 $-641.080 $5.997.044 $+5.997.044 $
BERKSHIRE HATHAWAY INCBRK-B4.298.887 $-11.292 $4.310.179 $+152.169 $4.158.010 $-458.559 $4.616.569 $+4.616.569 $
PROCTER & GAMBLE CoPG3.765.369 $-304.404 $4.069.773 $-216.938 $4.286.711 $-298.830 $4.585.541 $+4.585.541 $
EMERSON ELECTRIC COEMR3.252.237 $+25.143 $3.227.094 $-114.489 $3.341.583 $+593.730 $2.747.853 $+2.747.853 $
NEXTERA ENERGY INCNEE3.167.849 $+184.107 $2.983.742 $+210.205 $2.773.537 $-58.731 $2.832.268 $+2.832.268 $
UNILEVER PLCUL2.342.824 $-73.578 $2.416.402 $-96.922 $2.513.324 $+65.014 $2.448.310 $+2.448.310 $
UNITED PARCEL SERVICE INCUPS446.666 $+91.989 $354.677 $-2.007.426 $2.362.103 $+164.060 $2.198.043 $+2.198.043 $
CHEVRON CORPCVX2.306.573 $+344.173 $1.962.400 $+1.045.698 $916.702 $-15.271 $931.973 $+931.973 $
MCDONALDS CORPMCD2.034.933 $-9.079 $2.044.012 $+68.020 $1.975.992 $-125.683 $2.101.675 $+2.101.675 $
VERIZON COMMUNICATIONS INCVZ1.683.386 $-205.646 $1.889.032 $+7.809 $1.881.223 $-119.488 $2.000.711 $+2.000.711 $
UNITEDHEALTH GROUP INCUNH202.028 $-19.655 $221.683 $-810.002 $1.031.685 $-749.589 $1.781.274 $+1.781.274 $
CIENA CORPCIEN1.672.171 $+594.213 $1.077.958 $+476.116 $601.842 $+154.660 $447.182 $+447.182 $
AbbVie Inc.ABBV1.536.595 $-20.512 $1.557.107 $+355.217 $1.201.890 $-154.752 $1.356.642 $+1.356.642 $
BlackRock, Inc.BLK1.353.029 $-88.473 $1.441.502 $+3.740 $1.437.762 $-107.062 $1.544.824 $+1.544.824 $
SPS COMMERCE INCSPSC1.195.667 $+106.151 $1.089.516 $+140.885 $948.631 $-372.491 $1.321.122 $+1.321.122 $
AT&T INC.T1.080.192 $-147.853 $1.228.045 $-30.440 $1.258.485 $+53.672 $1.204.813 $+1.204.813 $
MICRON TECHNOLOGY INCMU835.258 $-323.401 $1.158.659 $+367.193 $791.466 $+338.036 $453.430 $+453.430 $
PALATIN TECHNOLOGIES INCPTNT1.137.422 $+704.357 $433.065 $-82.770 $515.835 $+101.093 $414.742 $+414.742 $
LOCKHEED MARTIN CORPLMT990.556 $+224.269 $766.287 $-355.438 $1.121.725 $+486.503 $635.222 $+635.222 $
Palo Alto Networks IncPANW985.470 $+242.257 $743.213 $+157.943 $585.270 $+131.368 $453.902 $+453.902 $
Mastercard IncMA970.496 $+3.519 $966.977 $+11.679 $955.298 $+23.494 $931.804 $+931.804 $
COCA COLA COKO901.504 $+40.942 $860.562 $-57.473 $918.035 $-2.326 $920.361 $+920.361 $
CUMMINS INCCMI918.810 $+158.544 $760.266 $+170.766 $589.500 $+25.308 $564.192 $+564.192 $
PEPSICO INCPEP915.684 $+915.684 $
LAM RESEARCH CORPLRCX894.416 $+30.761 $863.655 $+863.655 $
iShares Bitcoin Trust ETFIBIT891.764 $+891.764 $
GENERAL ELECTRIC COGE851.087 $-16.177 $867.264 $+72.444 $794.820 $+794.820 $
TORONTO DOMINION BANKTD791.092 $+112.716 $678.376 $+55.153 $623.223 $+114.632 $508.591 $+508.591 $
RTX CorpRTX769.363 $+67.414 $701.949 $+89.395 $612.554 $+56.884 $555.670 $+555.670 $
AeroVironment IncAVAV387.024 $-325.351 $712.375 $+414.400 $297.975 $+297.975 $
JOHNSON & JOHNSONJNJ688.937 $+53.503 $635.434 $+111.960 $523.474 $-62.107 $585.581 $+585.581 $
FISERV INCFISV399.296 $-134.658 $533.954 $-149.957 $683.911 $+683.911 $
GARMIN LTDGRMN413.003 $-220.275 $633.278 $+96.450 $536.828 $-21.630 $558.458 $+558.458 $
AFLAC INCAFL624.238 $-8.096 $632.334 $+35.325 $597.009 $-32.438 $629.447 $+629.447 $
ADVANCED MICRO DEVICES INCAMD489.998 $-41.968 $531.966 $-69.264 $601.230 $-27.744 $628.974 $+628.974 $
CATERPILLAR INCCAT609.314 $+84.155 $525.159 $+97.889 $427.270 $+64.287 $362.983 $+362.983 $
EXXON MOBIL CORPXOM585.500 $+26.781 $558.719 $+24.529 $534.190 $-44.450 $578.640 $+578.640 $
NETFLIX INCNFLX549.527 $+121.513 $428.014 $-50.055 $478.069 $+145.156 $332.913 $+332.913 $
FORD MOTOR COF544.786 $+48.662 $496.124 $+45.531 $450.593 $+31.869 $418.724 $+418.724 $
ORACLE CORPORCL526.257 $+526.257 $
GENERAL DYNAMICS CORPGD504.990 $+266.290 $238.700 $+34.538 $204.162 $+204.162 $
CONSOLIDATED EDISON INCED442.237 $-5.343 $447.580 $+757 $446.823 $-45.595 $492.418 $+492.418 $
DELTA AIR LINES, INC.DAL431.981 $+431.981 $
AMEREN CORPAEE413.648 $+413.648 $
AXCELIS TECHNOLOGIES INCACLS407.842 $+87.686 $320.156 $-32.203 $352.359 $+352.359 $
CSX CORPCSX386.063 $+7.881 $378.182 $+30.770 $347.412 $+58.998 $288.414 $+288.414 $
Vertiv Holdings CoVRT278.008 $-94.905 $372.913 $+372.913 $
DTE ENERGY CODTE325.845 $-31.359 $357.204 $+22.748 $334.456 $-14.574 $349.030 $+349.030 $
Walt Disney CoDIS278.079 $-47.126 $325.205 $-26.246 $351.451 $+71.730 $279.721 $+279.721 $
COMCAST CORPCMCSA337.413 $-11.440 $348.853 $+348.853 $
FabrinetFN348.312 $+114.855 $233.457 $+233.457 $
Strategy IncMSTR345.924 $+345.924 $
AppLovin CorpAPP336.910 $+336.910 $
3M COMMM335.743 $+10.796 $324.947 $+6.650 $318.297 $+11.769 $306.528 $+306.528 $
TWILIO INCTWLO332.273 $+98.763 $233.510 $-56.622 $290.132 $+61.708 $228.424 $+228.424 $
GOLDMAN SACHS GROUP INCGS332.262 $+31.242 $301.020 $+33.490 $267.530 $+61.032 $206.498 $+206.498 $
Phillips 66PSX281.049 $-42.407 $323.456 $+39.761 $283.695 $-9.940 $293.635 $+293.635 $
SOUTHERN COSO284.708 $-24.716 $309.424 $+9.599 $299.825 $-392 $300.217 $+300.217 $
AMGEN INCAMGN305.380 $+42.087 $263.293 $+2.790 $260.503 $-30.173 $290.676 $+290.676 $
WILLIAMS SONOMA INCWSM297.084 $+70.490 $226.594 $+13.949 $212.645 $+212.645 $
RLI CORPRLI273.003 $-17.617 $290.620 $+290.620 $
RESMED INCRMD241.352 $-44.422 $285.774 $+6.102 $279.672 $+37.019 $242.653 $+242.653 $
AMERICAN EXPRESS COAXP279.312 $+28.531 $250.781 $+9.951 $240.830 $+37.697 $203.133 $+203.133 $
DECKERS OUTDOOR CORPDECK272.548 $-6.017 $278.565 $+278.565 $
Walmart Inc.WMT273.846 $+20.525 $253.321 $+12.978 $240.343 $+24.555 $215.788 $+215.788 $
COPART INCCPRT225.504 $-45.036 $270.540 $+270.540 $
Infosys LtdINFY259.530 $+259.530 $
Constellation Energy CorpCEG228.919 $-21.503 $250.422 $+4.802 $245.620 $-8.635 $254.255 $+254.255 $
ASML HOLDING NVASML254.041 $+254.041 $
HAWKINS INCHWKN251.454 $+251.454 $
NVR INCNVR249.074 $+34.890 $214.184 $+214.184 $
KB HOMEKBH219.040 $-28.074 $247.114 $+41.431 $205.683 $-19.997 $225.680 $+225.680 $
OFG BANCORPOFG240.450 $+240.450 $
CMS ENERGY CORPCMS209.790 $-9.990 $219.780 $+11.940 $207.840 $-17.490 $225.330 $+225.330 $
Sony Group CorpSONY215.925 $+215.925 $
STRYKER CORPSYK201.744 $-14.168 $215.912 $+12.760 $203.152 $+203.152 $
CITIGROUP INCC208.292 $+208.292 $
Duke Energy CORPDUK204.435 $+2.941 $201.494 $+201.494 $
475.610.541 $+27.312.880 $449.992.667 $+28.304.890 $423.656.882 $+34.229.916 $391.555.170 $+391.555.170 $
Erweiterte Einstellungen ×