Investments: Blue Zone Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
510.569.213 $+19.015.584 $492.077.944 $+492.077.944 $
BANK OF AMERICA CORP /DE/BAC274.093.406 $-951.587 $275.044.993 $+275.044.993 $
ALPHA PRO TECH LTDAPT31.769.867 $+6.970.550 $24.799.317 $+24.799.317 $
AMAZON COM INCAMZN26.737.496 $+7.898.610 $18.838.886 $+18.838.886 $
APPFOLIO INCAPPF20.381.131 $+1.274.446 $19.106.685 $+19.106.685 $
NVIDIA CORPNVDA20.190.117 $+52.164 $20.137.953 $+20.137.953 $
MICROSOFT CORPMSFT19.251.835 $+4.134.630 $15.117.205 $+15.117.205 $
AUTOZONE INCAZO8.750.070 $-1.477.862 $10.227.932 $+10.227.932 $
UNITEDHEALTH GROUP INCUNH8.836.233 $-227.949 $9.064.182 $+9.064.182 $
BERKSHIRE HATHAWAY INCBRK-B8.702.379 $+196.018 $8.506.361 $+8.506.361 $
AMERICAN EXPRESS COAXP8.327.944 $+731.113 $7.596.831 $+7.596.831 $
EQUIFAX INCEFX7.104.793 $-523.127 $7.627.920 $+7.627.920 $
STRYKER CORPSYK6.972.813 $-447.943 $7.420.756 $+7.420.756 $
STERIS plcSTE7.107.433 $+2.936 $7.104.497 $+7.104.497 $
Zoetis Inc.ZTS6.556.480 $+1.472.445 $5.084.035 $+5.084.035 $
LINDE PLCLIN5.791.229 $-494.446 $6.285.675 $+6.285.675 $
RELX PLCRELX5.253.387 $-875.797 $6.129.184 $+6.129.184 $
COPART INCCPRT5.105.121 $-724.790 $5.829.911 $+5.829.911 $
Moelis & CoMC5.673.800 $-147.053 $5.820.853 $+5.820.853 $
BOEING COBA5.568.260 $+83.156 $5.485.104 $+5.485.104 $
Walt Disney CoDIS5.267.210 $-38.720 $5.305.930 $+5.305.930 $
Element Solutions IncESI5.116.303 $-20.290 $5.136.593 $+5.136.593 $
DIAGEO PLCDEO3.475.128 $-436.357 $3.911.485 $+3.911.485 $
BlackRock, Inc.BLK3.121.194 $+765.303 $2.355.891 $+2.355.891 $
ADVANCED MICRO DEVICES INCAMD2.231.333 $+545.643 $1.685.690 $+1.685.690 $
MORGAN STANLEYMS805.050 $+805.050 $
COCA COLA COKO767.682 $+39.687 $727.995 $+727.995 $
Snap IncSNAP709.200 $+31.637 $677.563 $+677.563 $
CHIPOTLE MEXICAN GRILL INCCMG647.500 $-38.325 $685.825 $+685.825 $
CITIGROUP INCC542.378 $-140.402 $682.780 $+682.780 $
PROCTER & GAMBLE CoPG597.316 $-43.097 $640.413 $+640.413 $
PEPSICO INCPEP640.243 $+13.740 $626.503 $+626.503 $
SPS COMMERCE INCSPSC604.373 $+62.281 $542.092 $+542.092 $
JPMORGAN CHASE & COJPM470.763 $+9.920 $460.843 $+460.843 $
NETFLIX INCNFLX332.848 $-90.371 $423.219 $+423.219 $
Mastercard IncMA367.076 $+1.331 $365.745 $+365.745 $
Walmart Inc.WMT366.316 $+27.455 $338.861 $+338.861 $
JOHNSON & JOHNSONJNJ365.888 $+38.065 $327.823 $+327.823 $
Accenture plcACN349.327 $+28.254 $321.073 $+321.073 $
Constellation Energy CorpCEG321.829 $+22.046 $299.783 $+299.783 $
AGNICO EAGLE MINES LTDAEM309.053 $+1.768 $307.285 $+307.285 $
YUM BRANDS INCYUM295.904 $-1.408 $297.312 $+297.312 $
ORACLE CORPORCL286.865 $+286.865 $
LAM RESEARCH CORPLRCX253.346 $+253.346 $
FRESH DEL MONTE PRODUCE INCFDP237.450 $+237.450 $
RTX CorpRTX224.298 $+19.653 $204.645 $+204.645 $
ELI LILLY & CoLLY213.861 $+213.861 $
510.569.213 $+19.015.584 $492.077.944 $+492.077.944 $
Erweiterte Einstellungen ×