Investments: CLIENT 1ST ADVISORY GROUP, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
202.737.048 $+15.059.858 $187.877.410 $+19.130.747 $168.242.041 $+15.526.636 $153.443.346 $+153.443.346 $
BANK OF AMERICA CORP /DE/BAC135.706.937 $+7.135.955 $128.570.982 $+11.767.668 $116.803.314 $+7.915.846 $108.887.468 $+108.887.468 $
BlackRock, Inc.BLK26.301.409 $+1.649.021 $24.652.388 $+1.433.284 $23.219.104 $+1.703.892 $21.515.212 $+21.515.212 $
NVIDIA CORPNVDA7.020.705 $+495.191 $6.525.514 $+1.327.640 $5.197.874 $+4.310.674 $887.200 $+887.200 $
ALPHA PRO TECH LTDAPT6.776.601 $+1.628.415 $5.148.186 $+1.468.902 $3.679.284 $+433.192 $3.246.092 $+3.246.092 $
EXXON MOBIL CORPXOM4.016.959 $+386.167 $3.630.792 $+206.827 $3.423.965 $-832.566 $4.256.531 $+4.256.531 $
APPFOLIO INCAPPF3.602.985 $+298.629 $3.304.356 $+712.835 $2.591.521 $-192.010 $2.783.531 $+2.783.531 $
MICROSOFT CORPMSFT2.652.025 $+626.962 $2.025.063 $+323.447 $1.701.616 $+397.849 $1.303.767 $+1.303.767 $
AMAZON COM INCAMZN2.059.607 $+194.579 $1.865.028 $+191.960 $1.673.068 $+219.862 $1.453.206 $+1.453.206 $
ELI LILLY & CoLLY1.732.384 $+526.081 $1.206.303 $-26.134 $1.232.437 $-73.327 $1.305.764 $+1.305.764 $
Mastercard IncMA1.432.909 $+34.205 $1.398.704 $+74.773 $1.323.931 $+29.272 $1.294.659 $+1.294.659 $
Booking Holdings Inc.BKNG1.204.949 $-9.887 $1.214.836 $-904 $1.215.740 $+248.289 $967.451 $+967.451 $
Strategy IncMSTR559.176 $-647.500 $1.206.676 $+411.151 $795.525 $+417.315 $378.210 $+378.210 $
JPMORGAN CHASE & COJPM1.036.659 $+154.260 $882.399 $+136.461 $745.938 $+139.556 $606.382 $+606.382 $
CHEVRON CORPCVX675.439 $+77.941 $597.498 $+59.856 $537.642 $-223.623 $761.265 $+761.265 $
LAM RESEARCH CORPLRCX717.244 $+156.203 $561.041 $+153.186 $407.855 $+103.242 $304.613 $+304.613 $
BERKSHIRE HATHAWAY INCBRK-B481.036 $+10.974 $470.062 $-196.414 $666.476 $-32.802 $699.278 $+699.278 $
SOUTHERN COSO593.254 $-51.502 $644.756 $+20.002 $624.754 $-816 $625.570 $+625.570 $
SCHWAB CHARLES CORPSCHW644.619 $+28.647 $615.972 $+225.556 $390.416 $+52.090 $338.326 $+338.326 $
ORACLE CORPORCL363.897 $-120.680 $484.577 $+99.132 $385.445 $+144.552 $240.893 $+240.893 $
Walt Disney CoDIS448.026 $+3.273 $444.753 $+91.667 $353.086 $+75.936 $277.150 $+277.150 $
BOEING COBA434.023 $+56.536 $377.487 $+133.385 $244.102 $+244.102 $
Walmart Inc.WMT405.239 $+405.239 $
NEXTERA ENERGY INCNEE398.753 $+84.421 $314.332 $+25.321 $289.011 $-6.033 $295.044 $+295.044 $
CATERPILLAR INCCAT381.531 $+114.804 $266.727 $+49.718 $217.009 $+217.009 $
JOHNSON & JOHNSONJNJ341.017 $+341.017 $
ENBRIDGE INCENB315.869 $-17.369 $333.238 $+33.945 $299.293 $+11.500 $287.793 $+287.793 $
UNITEDHEALTH GROUP INCUNH226.125 $+14.801 $211.324 $-91.404 $302.728 $+302.728 $
STARBUCKS CORPSBUX292.124 $+23.265 $268.859 $+268.859 $
AbbVie Inc.ABBV288.998 $+63.071 $225.927 $+24.033 $201.894 $+201.894 $
VERIZON COMMUNICATIONS INCVZ256.730 $+256.730 $
COCA COLA COKO253.825 $+253.825 $
GENERAL ELECTRIC COGE250.780 $+250.780 $
AGNICO EAGLE MINES LTDAEM231.917 $+2.507 $229.410 $+229.410 $
NETFLIX INCNFLX200.220 $-23.415 $223.635 $+223.635 $
CARMAX INCKMX223.319 $+223.319 $
CONOCOPHILLIPSCOP222.230 $+222.230 $
Duke Energy CORPDUK208.043 $+208.043 $
RTX CorpRTX203.024 $+203.024 $
202.737.048 $+15.059.858 $187.877.410 $+19.130.747 $168.242.041 $+15.526.636 $153.443.346 $+153.443.346 $
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