Investments: Lloyd Advisory Services, LLC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
144.337.512 $+21.225.860 $122.539.598 $+6.509.665 $123.815.498 $+123.815.498 $
BANK OF AMERICA CORP /DE/BAC61.714.906 $+12.521.277 $49.193.629 $-186.976 $49.380.605 $+49.380.605 $
MORGAN STANLEYMS38.196.888 $+2.025.789 $36.171.099 $-5.807.739 $41.978.838 $+41.978.838 $
GOLDMAN SACHS GROUP INCGS9.026.404 $+4.242.130 $4.784.274 $+3.029.877 $1.754.397 $+1.754.397 $
HARBOUR INVESTMENTS, INC.8.261.849 $+913.547 $7.348.302 $+5.823.119 $1.525.183 $+1.525.183 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.073.114 $+1.757.319 $6.315.795 $+3.129.916 $3.185.879 $+3.185.879 $
COMMONWEALTH EQUITY SERVICES, LLC7.213.511 $+7.213.511 $
BlackRock, Inc.BLK5.033.374 $+1.496.338 $3.537.036 $-1.169.148 $4.706.184 $+4.706.184 $
NVIDIA CORPNVDA657.916 $-2.598.754 $3.256.670 $+469.025 $2.787.645 $+2.787.645 $
APPFOLIO INCAPPF637.085 $-1.960.241 $2.597.326 $+598.141 $1.999.185 $+1.999.185 $
JPMORGAN CHASE & COJPM157.362 $-226.073 $383.435 $-1.475.293 $1.858.728 $+1.858.728 $
WOLVERINE TRADING, LLC1.615.094 $+1.615.094 $
MICROSOFT CORPMSFT494.536 $-876.797 $1.371.333 $+142.214 $1.229.119 $+1.229.119 $
MCKESSON CORPMCK1.152.416 $+1.152.416 $
ALPHA PRO TECH LTDAPT346.230 $-323.093 $669.323 $+412.750 $256.573 $+256.573 $
AMAZON COM INCAMZN408.782 $-226.874 $635.656 $+131.057 $504.599 $+504.599 $
VERIZON COMMUNICATIONS INCVZ246.184 $-137.257 $383.441 $-182.449 $565.890 $+565.890 $
AT&T INC.T270.153 $-85.495 $355.648 $-135.099 $490.747 $+490.747 $
AbbVie Inc.ABBV259.153 $-133.549 $392.702 $+79.804 $312.898 $+312.898 $
ORACLE CORPORCL104.791 $-276.410 $381.201 $+381.201 $
SPS COMMERCE INCSPSC240.560 $-139.792 $380.352 $+113.016 $267.336 $+267.336 $
COCA COLA COKO364.864 $+126.598 $238.266 $+238.266 $
Duke Energy CORPDUK324.045 $-40.193 $364.238 $+73.026 $291.212 $+291.212 $
SOUTHERN COSO135.126 $-218.536 $353.662 $+50.170 $303.492 $+303.492 $
JOHNSON & JOHNSONJNJ199.413 $-148.213 $347.626 $+135.694 $211.932 $+211.932 $
FISERV INCFISV143.073 $-190.715 $333.788 $+333.788 $
ADVANCED MICRO DEVICES INCAMD64.676 $-245.476 $310.152 $+69.489 $240.663 $+240.663 $
EXXON MOBIL CORPXOM211.179 $-94.956 $306.135 $+18.549 $287.586 $+287.586 $
CGI INCGIB262.270 $+9.295 $252.975 $-44.268 $297.243 $+297.243 $
ENBRIDGE INCENB228.436 $-23.526 $251.962 $+25.430 $226.532 $+226.532 $
BARCLAYS PLCBCS248.861 $+248.861 $
Walmart Inc.WMT247.674 $+12.285 $235.389 $+23.305 $212.084 $+212.084 $
TotalEnergies SETTE246.633 $+6.679 $239.954 $+15.635 $224.319 $+224.319 $
CHEVRON CORPCVX193.280 $-49.189 $242.469 $+11.231 $231.238 $+231.238 $
NATIONAL GRID PLCNGG236.563 $+15.549 $221.014 $-18.258 $239.272 $+239.272 $
BERKSHIRE HATHAWAY INCBRK-B99.022 $-137.769 $236.791 $+11.394 $225.397 $+225.397 $
AMGEN INCAMGN182.110 $-46.599 $228.709 $-6.448 $235.157 $+235.157 $
PALATIN TECHNOLOGIES INCPTNT162.108 $-63.728 $225.836 $+225.836 $
PFIZER INCPFE214.169 $-8.166 $222.335 $+222.335 $
XCEL ENERGY INCXEL208.215 $+756 $207.459 $+207.459 $
SanofiSNY186.910 $+186.910 $
PEPSICO INCPEP167.965 $+167.965 $
FIRSTENERGY CORPFE160.813 $+160.813 $
REALTY INCOME CORPO154.866 $+154.866 $
PAYCHEX INCPAYX147.544 $+147.544 $
TC ENERGY CORPTRP145.984 $+145.984 $
PRINCIPAL SECURITIES, INC.140.883 $+140.883 $
Amcor plcAMCR136.896 $+1.226 $135.670 $+135.670 $
GSK plcGSK133.619 $+133.619 $
JANE STREET GROUP, LLC122.302 $+122.302 $
PPL CorpPPL113.504 $+113.504 $
3M COMMM105.916 $+105.916 $
EQUIFAX INCEFX95.091 $+95.091 $
UNILEVER PLCUL91.495 $+91.495 $
INCYTE CORPINCY73.880 $+73.880 $
DIAGEO PLCDEO68.770 $+68.770 $
AppLovin CorpAPP68.730 $+68.730 $
AMERICAN EXPRESS COAXP67.701 $+67.701 $
Zoetis Inc.ZTS64.892 $+64.892 $
PILGRIMS PRIDE CORPPPC64.691 $+64.691 $
Walt Disney CoDIS53.223 $+53.223 $
ANALOG DEVICES INCADI52.921 $+52.921 $
Bank of New York Mellon CorpBK52.589 $+52.589 $
LAM RESEARCH CORPLRCX49.813 $+49.813 $
ATMOS ENERGY CORPATO47.278 $+47.278 $
LINDE PLCLIN45.991 $+45.991 $
WEYERHAEUSER COWY43.028 $+43.028 $
Performance Food Group CoPFGC42.712 $+42.712 $
ELI LILLY & CoLLY41.913 $+41.913 $
STERIS plcSTE38.028 $+38.028 $
Accenture plcACN34.879 $+34.879 $
Vertiv Holdings CoVRT33.212 $+33.212 $
DELTA AIR LINES, INC.DAL31.022 $+31.022 $
Parker-Hannifin CorpPH30.764 $+30.764 $
Royalty Pharma plcRPRX29.814 $+29.814 $
KROGER COKR28.491 $+28.491 $
NETFLIX INCNFLX28.128 $+28.128 $
SHERWIN WILLIAMS COSHW26.853 $+26.853 $
CARNIVAL CORPCCL26.173 $+26.173 $
SYSCO CORPSYY24.760 $+24.760 $
ALLSTATE CORPALL22.897 $+22.897 $
JABIL INCJBL22.842 $+22.842 $
ASML HOLDING NVASML22.658 $+22.658 $
TELOS CORPTLS22.583 $+22.583 $
BOEING COBA21.712 $+21.712 $
HP INCHPQ21.222 $+21.222 $
GENUINE PARTS COGPC20.139 $+20.139 $
EPR PROPERTIESEPR19.311 $+19.311 $
BOSTON SCIENTIFIC CORPBSX19.070 $+19.070 $
ASTRAZENECA PLCAZN18.501 $+18.501 $
SYNOPSYS INCSNPS16.910 $+16.910 $
CENTERPOINT ENERGY INCCNP16.793 $+16.793 $
COMCAST CORPCMCSA16.698 $+16.698 $
HUBSPOT INCHUBS13.243 $+13.243 $
Solventum CorpSOLV13.075 $+13.075 $
BP PLCBP12.050 $+12.050 $
SAIA INCSAIA10.775 $+10.775 $
Kraft Heinz CoKHC10.666 $+10.666 $
FEDEX CORPFDX9.943 $+9.943 $
ISHARES GOLD TRUSTIAU8.766 $+8.766 $
FIRST TRUST ADVISORS LP8.035 $+8.035 $
FRANCO NEVADA CorpFNV6.774 $+6.774 $
AUTOLIV INCALV6.647 $+6.647 $
CUMMINS INCCMI4.018 $+4.018 $
MCDONALDS CORPMCD3.711 $+3.711 $
WEDBUSH SECURITIES INC3.429 $+3.429 $
Mastercard IncMA3.425 $+3.425 $
RESMED INCRMD3.372 $+3.372 $
SCHWAB CHARLES CORPSCHW1.998 $+1.998 $
PACCAR INCPCAR1.595 $+1.595 $
CRISPR Therapeutics AGCRSP1.468 $+1.468 $
UNITED THERAPEUTICS CorpUTHR1.462 $+1.462 $
CVS HEALTH CorpCVS1.152 $+1.152 $
WELLS FARGO & COMPANY/MNWFC979 $+979 $
FIFTH THIRD BANCORPFITB828 $+828 $
Archer-Daniels-Midland CoADM814 $+814 $
WATSCO INCWSO731 $+731 $
EMERSON ELECTRIC COEMR701 $+701 $
FORD MOTOR COF663 $+663 $
ALLIANT ENERGY CORPLNT576 $+576 $
CMS ENERGY CORPCMS539 $+539 $
EXELON CORPEXC537 $+537 $
FRANKLIN RESOURCES INCBEN470 $+470 $
LOCKHEED MARTIN CORPLMT453 $+453 $
DTE ENERGY CODTE426 $+426 $
CITIGROUP INCC232 $+232 $
METLIFE INCMET65 $+65 $
144.337.512 $+21.225.860 $122.539.598 $+6.509.665 $123.815.498 $+123.815.498 $
Erweiterte Einstellungen ×