Investments: Wealth Advisors of Iowa, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
244.079.582 $-13.371.877 $257.863.040 $+38.198.635 $220.583.337 $+220.583.337 $
BANK OF AMERICA CORP /DE/BAC212.762.977 $-15.756.960 $228.519.937 $+31.037.228 $197.482.709 $+197.482.709 $
APPFOLIO INCAPPF5.997.296 $+562.740 $5.434.556 $+1.543.237 $3.891.319 $+3.891.319 $
BERKSHIRE HATHAWAY INCBRK-B4.109.127 $-61.372 $4.170.499 $-168.210 $4.338.709 $+4.338.709 $
ALPHA PRO TECH LTDAPT3.292.086 $+543.146 $2.748.940 $+1.141.415 $1.607.525 $+1.607.525 $
MICROSOFT CORPMSFT2.709.397 $+156.112 $2.553.285 $+778.111 $1.775.174 $+1.775.174 $
NVIDIA CORPNVDA1.974.002 $-105.428 $2.079.430 $+1.084.210 $995.220 $+995.220 $
AMAZON COM INCAMZN2.050.837 $-9.389 $2.060.226 $+499.334 $1.560.892 $+1.560.892 $
SPS COMMERCE INCSPSC1.239.658 $+349.561 $890.097 $+560.176 $329.921 $+329.921 $
JPMORGAN CHASE & COJPM1.127.398 $+125.570 $1.001.828 $+241.544 $760.284 $+760.284 $
ELI LILLY & CoLLY1.100.665 $+319.219 $781.446 $-75.992 $857.438 $+857.438 $
BlackRock, Inc.BLK889.705 $+6.235 $883.470 $-116.760 $1.000.230 $+1.000.230 $
DEERE & CODE937.916 $+286.343 $651.573 $-17.227 $668.800 $+668.800 $
MORGAN STANLEYMS892.780 $+892.780 $
STRYKER CORPSYK625.405 $-31.113 $656.518 $-2.136 $658.654 $+658.654 $
ALLIANT ENERGY CORPLNT627.582 $-23.113 $650.695 $+29.652 $621.043 $+621.043 $
CATERPILLAR INCCAT603.297 $+379.951 $223.346 $+223.346 $
BERKLEY W R CORPWRB482.566 $-55.307 $537.873 $+48.150 $489.723 $+489.723 $
STARBUCKS CORPSBUX233.404 $-188.471 $421.875 $+71.430 $350.445 $+350.445 $
RTX CorpRTX407.632 $+107.742 $299.890 $+84.615 $215.275 $+215.275 $
PROCTER & GAMBLE CoPG315.024 $-9.363 $324.387 $-26.372 $350.759 $+350.759 $
JOHNSON & JOHNSONJNJ338.699 $+113.299 $225.400 $+23.801 $201.599 $+201.599 $
ADVANCED MICRO DEVICES INCAMD337.945 $+82.641 $255.304 $+255.304 $
Walmart Inc.WMT309.247 $+23.178 $286.069 $+41.218 $244.851 $+244.851 $
NETFLIX INCNFLX205.334 $-95.594 $300.928 $+300.928 $
ORACLE CORPORCL207.579 $-91.942 $299.521 $+299.521 $
PEPSICO INCPEP276.694 $+17.594 $259.100 $-8.602 $267.702 $+267.702 $
EXXON MOBIL CORPXOM240.844 $-15.687 $256.531 $-4.043 $260.574 $+260.574 $
CHEVRON CORPCVX211.297 $-3.990 $215.287 $-43.557 $258.844 $+258.844 $
MCDONALDS CORPMCD249.561 $-8.865 $258.426 $+3.498 $254.928 $+254.928 $
COCA COLA COKO216.408 $+11.386 $205.022 $-16.765 $221.787 $+221.787 $
AT&T INC.T207.969 $+207.969 $
NICOLET BANKSHARES INCNIC203.612 $+203.612 $
CITIGROUP INCC26.152 $+26.152 $
244.079.582 $-13.371.877 $257.863.040 $+38.198.635 $220.583.337 $+220.583.337 $
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