Investments: Elevated Capital 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. ($)
346.473.799 $+26.961.312 $319.327.301 $+43.849.669 $275.920.205 $+0 $275.920.205 $+275.920.205 $
BANK OF AMERICA CORP /DE/BAC202.689.270 $+13.701.236 $188.988.034 $+15.747.016 $173.241.018 $+0 $173.241.018 $+173.241.018 $
MORGAN STANLEYMS37.835.946 $+4.734.303 $33.101.643 $+11.460.782 $21.640.861 $+0 $21.640.861 $+21.640.861 $
APPFOLIO INCAPPF13.666.941 $+844.691 $12.822.250 $+1.792.298 $11.029.952 $+0 $11.029.952 $+11.029.952 $
MICROSOFT CORPMSFT9.580.204 $-454.072 $10.034.276 $+2.798.663 $7.235.613 $+0 $7.235.613 $+7.235.613 $
ALPHA PRO TECH LTDAPT6.752.268 $+822.231 $5.930.037 $+2.029.201 $3.900.836 $+0 $3.900.836 $+3.900.836 $
NVIDIA CORPNVDA5.152.685 $+315.210 $4.837.475 $+2.016.798 $2.820.677 $+0 $2.820.677 $+2.820.677 $
AMAZON COM INCAMZN4.394.471 $+246.693 $4.147.778 $+598.771 $3.549.007 $+0 $3.549.007 $+3.549.007 $
AbbVie Inc.ABBV2.164.812 $-858.294 $3.023.106 $+423.503 $2.599.603 $+0 $2.599.603 $+2.599.603 $
BlackRock, Inc.BLK2.658.079 $+623.116 $2.034.963 $-39.450 $2.074.413 $+0 $2.074.413 $+2.074.413 $
JANE STREET GROUP, LLC2.442.227 $+469.182 $1.973.045 $+1.973.045 $
JPMORGAN CHASE & COJPM2.348.405 $+374.814 $1.973.591 $-456.820 $2.430.411 $+0 $2.430.411 $+2.430.411 $
EXXON MOBIL CORPXOM2.407.858 $+403.827 $2.004.031 $+74.983 $1.929.048 $+0 $1.929.048 $+1.929.048 $
GOLDMAN SACHS GROUP INCGS2.385.541 $+41.444 $2.344.097 $+2.344.097 $
ADVANCED MICRO DEVICES INCAMD2.185.931 $+359.969 $1.825.962 $+741.747 $1.084.215 $+0 $1.084.215 $+1.084.215 $
MCDONALDS CORPMCD2.137.534 $+444.791 $1.692.743 $+197.441 $1.495.302 $+0 $1.495.302 $+1.495.302 $
BARCLAYS PLCBCS1.954.513 $-52.667 $2.007.180 $-92.680 $2.099.860 $+0 $2.099.860 $+2.099.860 $
Mastercard IncMA2.018.553 $+215.725 $1.802.828 $+139.371 $1.663.457 $+0 $1.663.457 $+1.663.457 $
CHEVRON CORPCVX1.956.865 $+247.502 $1.709.363 $-49.172 $1.758.535 $+0 $1.758.535 $+1.758.535 $
PROCTER & GAMBLE CoPG1.901.057 $+447.289 $1.453.768 $+268.150 $1.185.618 $+0 $1.185.618 $+1.185.618 $
GENERAL ELECTRIC COGE1.478.482 $-368.711 $1.847.193 $+320.497 $1.526.696 $+0 $1.526.696 $+1.526.696 $
PEPSICO INCPEP1.797.222 $+267.796 $1.529.426 $+156.985 $1.372.441 $+0 $1.372.441 $+1.372.441 $
BERKSHIRE HATHAWAY INCBRK-B1.756.058 $+40.910 $1.715.148 $+367.934 $1.347.214 $+0 $1.347.214 $+1.347.214 $
JOHNSON & JOHNSONJNJ1.606.485 $+428.576 $1.177.909 $+372.465 $805.444 $+0 $805.444 $+805.444 $
ELI LILLY & CoLLY1.422.757 $+194.577 $1.228.180 $-285.943 $1.514.123 $+0 $1.514.123 $+1.514.123 $
VERIZON COMMUNICATIONS INCVZ1.502.072 $+110.277 $1.391.795 $-54.466 $1.446.261 $+0 $1.446.261 $+1.446.261 $
AT&T INC.T980.389 $-128.695 $1.109.084 $-185.030 $1.294.114 $+0 $1.294.114 $+1.294.114 $
EMERSON ELECTRIC COEMR1.283.845 $+14.922 $1.268.923 $+50.920 $1.218.003 $+0 $1.218.003 $+1.218.003 $
UNITEDHEALTH GROUP INCUNH1.269.578 $+352.750 $916.828 $+295.572 $621.256 $+0 $621.256 $+621.256 $
PAYCHEX INCPAYX671.971 $-154.565 $826.536 $-312.240 $1.138.776 $+0 $1.138.776 $+1.138.776 $
WELLS FARGO & COMPANY/MNWFC568.734 $-29.655 $598.389 $-474.439 $1.072.828 $+0 $1.072.828 $+1.072.828 $
WATTS WATER TECHNOLOGIES INCWTS1.035.469 $+246.981 $788.488 $+348.438 $440.050 $+0 $440.050 $+440.050 $
WILLIAMS SONOMA INCWSM744.660 $-280.624 $1.025.284 $+66.205 $959.079 $+0 $959.079 $+959.079 $
EXELON CORPEXC850.010 $-363 $850.373 $-160.887 $1.011.260 $+0 $1.011.260 $+1.011.260 $
Walt Disney CoDIS842.610 $-134.068 $976.678 $+88.609 $888.069 $+0 $888.069 $+888.069 $
WATSCO INCWSO784.491 $-25.496 $809.987 $-164.705 $974.692 $+0 $974.692 $+974.692 $
CMS ENERGY CORPCMS822.283 $-7.318 $829.601 $-133.223 $962.824 $+0 $962.824 $+962.824 $
FORD MOTOR COF944.166 $+90.237 $853.929 $+57.509 $796.420 $+0 $796.420 $+796.420 $
Accenture plcACN795.643 $+52.836 $742.807 $-154.420 $897.227 $+0 $897.227 $+897.227 $
ALLIANT ENERGY CORPLNT799.157 $-16.177 $815.334 $-72.742 $888.076 $+0 $888.076 $+888.076 $
FIFTH THIRD BANCORPFITB864.507 $+68.189 $796.318 $+19.699 $776.619 $+0 $776.619 $+776.619 $
FRANKLIN RESOURCES INCBEN846.586 $+59.448 $787.138 $+43.755 $743.383 $+0 $743.383 $+743.383 $
PPL CorpPPL692.709 $-15.485 $708.194 $-96.515 $804.709 $+0 $804.709 $+804.709 $
PRICE T ROWE GROUP INCTROW693.840 $-103.085 $796.925 $+22.779 $774.146 $+0 $774.146 $+774.146 $
DTE ENERGY CODTE663.559 $-37.185 $700.744 $-77.421 $778.165 $+0 $778.165 $+778.165 $
INTUITIVE SURGICAL INCISRG608.837 $+22.071 $586.766 $-148.710 $735.476 $+0 $735.476 $+735.476 $
FIRSTENERGY CORPFE671.494 $+3.802 $667.692 $+15.917 $651.775 $+0 $651.775 $+651.775 $
HP INCHPQ610.072 $-51.659 $661.731 $+8.856 $652.875 $+0 $652.875 $+652.875 $
GATX CORPGATX627.719 $+164.668 $463.051 $+173.212 $289.839 $+0 $289.839 $+289.839 $
GRACO INCGGG624.469 $+181.575 $442.894 $+151.077 $291.817 $+0 $291.817 $+291.817 $
PFIZER INCPFE607.387 $-2.478 $609.865 $-8.969 $618.834 $+0 $618.834 $+618.834 $
Palo Alto Networks IncPANW615.463 $+128.551 $486.912 $+210.428 $276.484 $+0 $276.484 $+276.484 $
WEDBUSH SECURITIES INC570.482 $-32.463 $602.945 $+602.945 $
INTEL CORPINTC599.431 $+101.591 $497.840 $+258.846 $238.994 $+0 $238.994 $+238.994 $
CITIGROUP INCC557.753 $+46.787 $510.966 $-82.582 $593.548 $+0 $593.548 $+593.548 $
UNITED PARCEL SERVICE INCUPS465.818 $+41.739 $424.079 $-108.602 $532.681 $+0 $532.681 $+532.681 $
AFLAC INCAFL498.420 $-6.464 $504.884 $+2.305 $502.579 $+0 $502.579 $+502.579 $
LOCKHEED MARTIN CORPLMT384.667 $-113.130 $497.797 $+2.108 $495.689 $+0 $495.689 $+495.689 $
HARBOUR INVESTMENTS, INC.462.111 $-29.209 $491.320 $+491.320 $
AMGEN INCAMGN392.322 $-4.713 $397.035 $-92.362 $489.397 $+0 $489.397 $+489.397 $
Shell plcSHEL432.136 $+13.042 $419.094 $-57.153 $476.247 $+0 $476.247 $+476.247 $
AMERICAN EXPRESS COAXP454.163 $+33.444 $420.719 $+92.326 $328.393 $+0 $328.393 $+328.393 $
PROSPERITY BANCSHARES INCPB400.907 $+16.011 $384.896 $-29.121 $414.017 $+0 $414.017 $+414.017 $
STEEL DYNAMICS INCSTLD387.912 $-8.455 $396.367 $-5.597 $401.964 $+0 $401.964 $+401.964 $
RTX CorpRTX297.351 $+2.953 $294.398 $+29.671 $264.727 $+0 $264.727 $+264.727 $
Eaton Corp plcETN280.197 $-5.072 $285.269 $+285.269 $
ISHARES GOLD TRUSTIAU257.387 $+42.183 $215.204 $+0 $215.204 $+215.204 $
abrdn Gold ETF TrustSGOL252.231 $+26.218 $226.013 $+9.222 $216.791 $+0 $216.791 $+216.791 $
Walmart Inc.WMT197.354 $-40.926 $238.280 $+0 $238.280 $+238.280 $
Monster Beverage CorpMNST197.655 $-6.638 $204.293 $+0 $204.293 $+204.293 $
TE Connectivity plcTEL195.618 $+195.618 $
ANALOG DEVICES INCADI184.268 $+184.268 $
NICOLET BANKSHARES INCNIC173.024 $+173.024 $
CARDINAL HEALTH INCCAH152.950 $+152.950 $
METLIFE INCMET100.027 $+100.027 $
GENUINE PARTS COGPC95.209 $+95.209 $
AES CORPAES91.239 $+91.239 $
STARBUCKS CORPSBUX87.999 $+87.999 $
MCKESSON CORPMCK87.454 $+87.454 $
CONOCOPHILLIPSCOP85.282 $+85.282 $
SPS COMMERCE INCSPSC75.695 $+75.695 $
FRANCO NEVADA CorpFNV73.792 $+73.792 $
iShares Bitcoin Trust ETFIBIT69.460 $+69.460 $
NETFLIX INCNFLX67.365 $+67.365 $
FMC CORPFMC66.479 $+66.479 $
STRYKER CORPSYK66.219 $+66.219 $
FREEPORT-MCMORAN INCFCX64.605 $+64.605 $
TEXTRON INCTXT64.163 $+64.163 $
PACCAR INCPCAR63.187 $+63.187 $
ORACLE CORPORCL61.202 $+61.202 $
REGIONS FINANCIAL CORPRF59.988 $+59.988 $
SYSCO CORPSYY53.751 $+53.751 $
LAM RESEARCH CORPLRCX46.219 $+46.219 $
NEXTERA ENERGY INCNEE39.096 $+39.096 $
AUTOZONE INCAZO37.307 $+37.307 $
PALATIN TECHNOLOGIES INCPTNT36.794 $+36.794 $
KINROSS GOLD CORPKGC35.988 $+35.988 $
RALPH LAUREN CORPRL35.361 $+35.361 $
ATMOS ENERGY CORPATO32.020 $+32.020 $
COCA COLA COKO30.411 $+30.411 $
DELTA AIR LINES, INC.DAL23.902 $+23.902 $
Vertiv Holdings CoVRT23.653 $+23.653 $
WOLVERINE TRADING, LLC23.421 $+23.421 $
NBT BANCORP INCNBTB22.130 $+22.130 $
CDW CorpCDW20.423 $+20.423 $
COMCAST CORPCMCSA18.728 $+18.728 $
XCEL ENERGY INCXEL17.874 $+17.874 $
IDACORP INCIDA17.592 $+17.592 $
Amcor plcAMCR17.014 $+17.014 $
Constellation Energy CorpCEG15.897 $+15.897 $
CSX CORPCSX14.971 $+14.971 $
Duke Energy CORPDUK14.065 $+14.065 $
NATIONAL GRID PLCNGG13.459 $+13.459 $
CVS HEALTH CorpCVS12.970 $+12.970 $
STATE STREET CORPSTT12.901 $+12.901 $
3M COMMM12.808 $+12.808 $
SOUTHERN COSO12.731 $+12.731 $
CATERPILLAR INCCAT12.603 $+12.603 $
CENTERPOINT ENERGY INCCNP10.424 $+10.424 $
AMEREN CORPAEE9.986 $+9.986 $
MICRON TECHNOLOGY INCMU9.704 $+9.704 $
CHIPOTLE MEXICAN GRILL INCCMG9.250 $+9.250 $
Allison Transmission Holdings IncALSN8.713 $+8.713 $
ZEBRA TECHNOLOGIES CORPZBRA8.499 $+8.499 $
Trane Technologies plcTT8.173 $+8.173 $
Medtronic plcMDT7.781 $+7.781 $
Zoetis Inc.ZTS7.549 $+7.549 $
ASML HOLDING NVASML7.489 $+7.489 $
ASTRAZENECA PLCAZN7.171 $+7.171 $
BCE INCBCE7.146 $+7.146 $
WINTRUST FINANCIAL CORPWTFC6.572 $+6.572 $
CARNIVAL CORPCCL6.108 $+6.108 $
GARMIN LTDGRMN5.883 $+5.883 $
Peakstone Realty TrustPKST5.453 $+5.453 $
Booking Holdings Inc.BKNG5.355 $+5.355 $
FAIR ISAAC CORPFICO5.072 $+5.072 $
Synchrony FinancialSYF5.006 $+5.006 $
GENERAL DYNAMICS CORPGD4.713 $+4.713 $
SCHWAB CHARLES CORPSCHW4.696 $+4.696 $
Avery Dennison CorpAVY4.183 $+4.183 $
UNITED MICROELECTRONICS CORPUMC3.930 $+3.930 $
REALTY INCOME CORPO3.777 $+3.777 $
BECTON DICKINSON & COBDX3.493 $+3.493 $
Phillips 66PSX3.347 $+3.347 $
Paramount Skydance CorpPSKY3.216 $+3.216 $
BP PLCBP3.160 $+3.160 $
GOLD RESOURCE CORPGORO3.154 $+3.154 $
Sony Group CorpSONY2.944 $+2.944 $
SAP SESAP2.915 $+2.915 $
RIO TINTO PLCRIO2.881 $+2.881 $
Veralto CorpVLTO2.694 $+2.694 $
ARES CAPITAL CORPARCC2.650 $+2.650 $
TotalEnergies SETTE2.617 $+2.617 $
NUCOR CORPNUE2.610 $+2.610 $
Performance Food Group CoPFGC2.518 $+2.518 $
BHP Group LtdBHP2.354 $+2.354 $
MGM Resorts InternationalMGM2.335 $+2.335 $
NASDAQ, INC.NDAQ2.331 $+2.331 $
VALVOLINE INCVVV2.325 $+2.325 $
LAS VEGAS SANDS CORPLVS2.278 $+2.278 $
COPART INCCPRT2.271 $+2.271 $
CINTAS CORPCTAS2.257 $+2.257 $
EQUINOR ASAEQNR2.150 $+2.150 $
DOVER CorpDOV2.148 $+2.148 $
PAN AMERICAN SILVER CORPPAAS2.026 $+2.026 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC2.019 $+2.019 $
SHERWIN WILLIAMS COSHW1.944 $+1.944 $
Sea LtdSE1.914 $+1.914 $
ON SEMICONDUCTOR CORPON1.895 $+1.895 $
CENTENE CORPCNC1.893 $+1.893 $
MGIC INVESTMENT CORPMTG1.812 $+1.812 $
BOSTON SCIENTIFIC CORPBSX1.812 $+1.812 $
PG&E CorpPCG1.719 $+1.719 $
GSK plcGSK1.667 $+1.667 $
OSHKOSH CORPOSK1.633 $+1.633 $
HUBSPOT INCHUBS1.605 $+1.605 $
Solventum CorpSOLV1.585 $+1.585 $
Owens CorningOC1.567 $+1.567 $
CUMMINS INCCMI1.531 $+1.531 $
NORTHERN TRUST CORPNTRS1.502 $+1.502 $
DARDEN RESTAURANTS INCDRI1.472 $+1.472 $
LINCOLN NATIONAL CORPLNC1.425 $+1.425 $
Churchill Downs IncCHDN1.365 $+1.365 $
YUM BRANDS INCYUM1.362 $+1.362 $
Lloyds Banking Group plcLYG1.341 $+1.341 $
Kraft Heinz CoKHC1.334 $+1.334 $
HDFC BANK LTDHDB1.315 $+1.315 $
ETSY INCETSY1.275 $+1.275 $
COLGATE PALMOLIVE COCL1.264 $+1.264 $
RYANAIR HOLDINGS PLCRYAAY1.227 $+1.227 $
EQUIFAX INCEFX1.085 $+1.085 $
ORIX CORPIX1.023 $+1.023 $
ALBEMARLE CORPALB990 $+990 $
DEERE & CODE931 $+931 $
SanofiSNY921 $+921 $
UNILEVER PLCUL916 $+916 $
BORGWARNER INCBWA901 $+901 $
BRUNSWICK CORPBC891 $+891 $
Viatris IncVTRS884 $+884 $
Parker-Hannifin CorpPH879 $+879 $
FEDEX CORPFDX874 $+874 $
Aqua Metals, Inc.AQMS821 $+821 $
Haleon plcHLN789 $+789 $
Edwards Lifesciences CorpEW767 $+767 $
EQUINIX INCEQIX766 $+766 $
GARTNER INCIT757 $+757 $
WPP plcWPP674 $+674 $
FISERV INCFISV672 $+672 $
VAIL RESORTS INCMTN664 $+664 $
FASTENAL COFAST642 $+642 $
Alcoa CorpAA585 $+585 $
Bank of New York Mellon CorpBK580 $+580 $
NEUROCRINE BIOSCIENCES INCNBIX567 $+567 $
AKAMAI TECHNOLOGIES INCAKAM524 $+524 $
Public StoragePSA519 $+519 $
TELEDYNE TECHNOLOGIES INCTDY511 $+511 $
AUDIOEYE INCAEYE500 $+500 $
Archer-Daniels-Midland CoADM460 $+460 $
TYLER TECHNOLOGIES INCTYL454 $+454 $
ROPER TECHNOLOGIES INCROP445 $+445 $
LINDE PLCLIN426 $+426 $
Aon plcAON353 $+353 $
SEMPRASRE353 $+353 $
TransUnionTRU343 $+343 $
ALCON INCALC315 $+315 $
Organon & Co.OGN287 $+287 $
RESMED INCRMD241 $+241 $
TARGET CORPTGT196 $+196 $
PETMED EXPRESS INCPETS160 $+160 $
WOODSIDE ENERGY GROUP LTDWDS94 $+94 $
Xerox Holdings CorpXRX88 $+88 $
CONDUENT IncCNDT58 $+58 $
346.473.799 $+26.961.312 $319.327.301 $+43.849.669 $275.920.205 $+0 $275.920.205 $+275.920.205 $
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