Investments: CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
284.569.134 $+11.829.390 $274.373.626 $+35.800.483 $238.792.827 $+12.141.502 $227.048.900 $+227.048.900 $
BANK OF AMERICA CORP /DE/BAC200.167.546 $+7.142.159 $193.025.387 $+26.422.255 $166.603.132 $+6.329.228 $160.273.904 $+160.273.904 $
abrdn Gold ETF TrustSGOL5.856.159 $+2.382.767 $3.473.392 $+602.653 $2.870.739 $+178.381 $2.692.358 $+2.692.358 $
NVIDIA CORPNVDA5.429.575 $+32.189 $5.397.386 $+500.170 $4.897.216 $+1.477.502 $3.419.714 $+3.419.714 $
RTX CorpRTX5.370.813 $+456.855 $4.913.958 $+638.203 $4.275.755 $+371.766 $3.903.989 $+3.903.989 $
SPS COMMERCE INCSPSC5.270.527 $+517.893 $4.752.634 $+643.221 $4.109.413 $+193.014 $3.916.399 $+3.916.399 $
ISHARES GOLD TRUSTIAU4.450.064 $+1.987.746 $2.462.318 $+2.462.318 $
BERKSHIRE HATHAWAY INCBRK-B4.259.456 $+25.882 $4.233.574 $+235.687 $3.997.887 $-346.368 $4.344.255 $+4.344.255 $
BlackRock, Inc.BLK3.590.276 $-272.169 $3.862.445 $-13.038 $3.875.483 $-266.036 $4.141.519 $+4.141.519 $
ELI LILLY & CoLLY3.492.710 $+977.862 $2.514.848 $-56.821 $2.571.669 $-212.474 $2.784.143 $+2.784.143 $
MICROSOFT CORPMSFT2.880.441 $-90.002 $2.970.443 $+223.248 $2.747.195 $-422.223 $3.169.418 $+3.169.418 $
CHEVRON CORPCVX2.745.903 $-93.999 $2.839.902 $+174.563 $2.665.339 $-443.931 $3.109.270 $+3.109.270 $
Walmart Inc.WMT2.629.871 $+203.494 $2.426.377 $+100.842 $2.325.535 $+214.098 $2.111.437 $+2.111.437 $
AMAZON COM INCAMZN2.547.330 $+140.843 $2.406.487 $+134.923 $2.271.564 $+333.005 $1.938.559 $+1.938.559 $
VERIZON COMMUNICATIONS INCVZ1.116.193 $-1.414.790 $2.530.983 $+22.522 $2.508.461 $+427.209 $2.081.252 $+2.081.252 $
GOLDMAN SACHS GROUP INCGS2.455.047 $+215.711 $2.239.336 $+811.804 $1.427.532 $+338.776 $1.088.756 $+1.088.756 $
APPFOLIO INCAPPF2.184.137 $+170.255 $2.013.882 $+376.820 $1.637.062 $-655.997 $2.293.059 $+2.293.059 $
Star Bulk Carriers Corp.SBLK2.246.241 $+51.450 $2.194.791 $+143.128 $2.051.663 $+2.051.663 $
JPMORGAN CHASE & COJPM1.088.898 $-822.932 $1.911.830 $+71.552 $1.840.278 $+286.905 $1.553.373 $+1.553.373 $
NETFLIX INCNFLX1.234.819 $-366.938 $1.601.757 $-198.034 $1.799.791 $+542.741 $1.257.050 $+1.257.050 $
AbbVie Inc.ABBV1.155.253 $-54.257 $1.209.510 $-349.540 $1.559.050 $-211.674 $1.770.724 $+1.770.724 $
ALPHA PRO TECH LTDAPT1.621.405 $+340.819 $1.280.586 $+611.648 $668.938 $+154.785 $514.153 $+514.153 $
KROGER COKR1.359.217 $-107.208 $1.466.425 $-100.460 $1.566.885 $+554.697 $1.012.188 $+1.012.188 $
ASML HOLDING NVASML1.461.429 $+103.199 $1.358.230 $+454.262 $903.968 $+198.267 $705.701 $+705.701 $
COCA COLA COKO1.386.944 $+62.865 $1.324.079 $+13.860 $1.310.219 $+57.800 $1.252.419 $+1.252.419 $
ALLSTATE CORPALL1.204.356 $-60.576 $1.264.932 $+66.332 $1.198.600 $-45.477 $1.244.077 $+1.244.077 $
UNITEDHEALTH GROUP INCUNH472.718 $-95.646 $568.364 $-120.154 $688.518 $-481.540 $1.170.058 $+1.170.058 $
ORACLE CORPORCL788.021 $-290.816 $1.078.837 $+240.172 $838.665 $+297.880 $540.785 $+540.785 $
MICRON TECHNOLOGY INCMU1.069.431 $+202.546 $866.885 $+268.876 $598.009 $+195.274 $402.735 $+402.735 $
AMERICAN EXPRESS COAXP982.217 $+96.346 $885.871 $+193.684 $692.187 $+136.330 $555.857 $+555.857 $
Public StoragePSA941.651 $+33.516 $908.135 $-4.400 $912.535 $+912.535 $
JOHNSON & JOHNSONJNJ584.378 $-69.034 $653.412 $-217.727 $871.139 $-53.419 $924.558 $+924.558 $
EXXON MOBIL CORPXOM920.120 $+90.054 $830.066 $+109.746 $720.320 $-51.298 $771.618 $+771.618 $
FAIR ISAAC CORPFICO813.188 $+90.364 $722.824 $-172.876 $895.700 $-11.627 $907.327 $+907.327 $
AUTOZONE INCAZO712.215 $-188.735 $900.950 $+121.382 $779.568 $-21.116 $800.684 $+800.684 $
XCEL ENERGY INCXEL806.547 $-72.435 $878.982 $+156.424 $722.558 $-19.595 $742.153 $+742.153 $
AMGEN INCAMGN843.478 $+97.623 $745.855 $-17.505 $763.360 $-76.579 $839.939 $+839.939 $
METLIFE INCMET739.905 $-47.223 $787.128 $+15.820 $771.308 $-5.417 $776.725 $+776.725 $
VICTORY CAPITAL MANAGEMENT INC703.577 $-7.178 $710.755 $+102.353 $608.402 $-21.386 $629.788 $+629.788 $
AppLovin CorpAPP644.172 $-49.938 $694.110 $+384.989 $309.121 $+94.230 $214.891 $+214.891 $
ADVANCED MICRO DEVICES INCAMD648.476 $+161.488 $486.988 $+74.768 $412.220 $+133.486 $278.734 $+278.734 $
PALATIN TECHNOLOGIES INCPTNT628.702 $+10.845 $617.857 $+230.299 $387.558 $+141.279 $246.279 $+246.279 $
PROCTER & GAMBLE CoPG501.296 $-55.154 $556.450 $-31.142 $587.592 $+22.527 $565.065 $+565.065 $
MCDONALDS CORPMCD565.723 $+75.545 $490.178 $+25.612 $464.566 $-29.632 $494.198 $+494.198 $
BOEING COBA499.961 $+36.424 $463.537 $-9.727 $473.264 $+88.214 $385.050 $+385.050 $
KIRBY CORPKEX397.575 $+397.575 $
AFLAC INCAFL375.359 $-4.868 $380.227 $+24.510 $355.717 $-13.990 $369.707 $+369.707 $
Monster Beverage CorpMNST371.159 $+54.264 $316.895 $+21.986 $294.909 $+13.428 $281.481 $+281.481 $
Mastercard IncMA366.505 $+1.329 $365.176 $+8.906 $356.270 $+14.791 $341.479 $+341.479 $
ANALOG DEVICES INCADI353.374 $+33.227 $320.147 $-18.793 $338.940 $+51.762 $287.178 $+287.178 $
Duke Energy CORPDUK346.032 $+3.999 $342.033 $+120.457 $221.576 $+14.887 $206.689 $+206.689 $
MPLX LPMPLX335.110 $-3.201 $338.311 $+40.944 $297.367 $-48.265 $345.632 $+345.632 $
MORGAN STANLEYMS344.002 $+21.683 $322.319 $+82.625 $239.694 $+1.587 $238.107 $+238.107 $
COLGATE PALMOLIVE COCL261.319 $-6.560 $267.879 $-36.727 $304.606 $-29.153 $333.759 $+333.759 $
PFIZER INCPFE261.297 $-66.961 $328.258 $-5.064 $333.322 $+333.322 $
DELTA AIR LINES, INC.DAL300.745 $+37.794 $262.951 $-16.760 $279.711 $+18.656 $261.055 $+261.055 $
Phillips 66PSX284.017 $-15.363 $299.380 $+36.801 $262.579 $-11.794 $274.373 $+274.373 $
RENASANT CORPRNST284.648 $-13.497 $298.145 $+7.759 $290.386 $+290.386 $
AT&T INC.T225.150 $-30.817 $255.967 $-6.345 $262.312 $+5.982 $256.330 $+256.330 $
SEMPRASRE244.298 $-4.677 $248.975 $+39.319 $209.656 $+209.656 $
Accenture plcACN219.684 $-9.665 $229.349 $+229.349 $
BARRICK MINING CORPB228.202 $+228.202 $
URBAN OUTFITTERS INCURBN203.861 $-3.168 $207.029 $+207.029 $
Sony Group CorpSONY200.925 $+200.925 $
Amcor plcAMCR108.887 $+2.089 $106.798 $-13.187 $119.985 $-6.658 $126.643 $+126.643 $
Senseonics Holdings, Inc.SENS26.148 $-2.436 $28.584 $-941 $29.525 $+29.525 $
GOLD RESOURCE CORPGORO11.592 $+11.592 $
284.569.134 $+11.829.390 $274.373.626 $+35.800.483 $238.792.827 $+12.141.502 $227.048.900 $+227.048.900 $
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