Investments: N.E.W. Advisory Services LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
793.701.154 $+153.638.005 $640.297.756 $+640.297.756 $
BANK OF AMERICA CORP /DE/BAC670.494.901 $+138.118.981 $532.375.920 $+532.375.920 $
BERKSHIRE HATHAWAY INCBRK-B20.076.393 $-55.880 $20.132.273 $+20.132.273 $
APPFOLIO INCAPPF18.837.325 $+5.171.095 $13.666.230 $+13.666.230 $
PROCTER & GAMBLE CoPG12.709.999 $+636.800 $12.073.199 $+12.073.199 $
BlackRock, Inc.BLK10.421.097 $+2.110.399 $8.310.698 $+8.310.698 $
AMAZON COM INCAMZN6.087.185 $+1.309.122 $4.778.063 $+4.778.063 $
NICOLET BANKSHARES INCNIC4.867.336 $-279.779 $5.147.115 $+5.147.115 $
NVIDIA CORPNVDA4.819.327 $-306.921 $5.126.248 $+5.126.248 $
PALATIN TECHNOLOGIES INCPTNT4.464.191 $-119.294 $4.583.485 $+4.583.485 $
MICROSOFT CORPMSFT3.676.719 $+380.278 $3.296.441 $+3.296.441 $
JPMORGAN CHASE & COJPM3.001.338 $+108.241 $2.893.097 $+2.893.097 $
ALPHA PRO TECH LTDAPT2.486.420 $+1.110.250 $1.376.170 $+1.376.170 $
Walmart Inc.WMT2.369.193 $+970.123 $1.399.070 $+1.399.070 $
MCDONALDS CORPMCD1.566.081 $+35.174 $1.530.907 $+1.530.907 $
SPS COMMERCE INCSPSC1.437.416 $+358.920 $1.078.496 $+1.078.496 $
JOHNSON & JOHNSONJNJ1.244.621 $+134.593 $1.110.028 $+1.110.028 $
UNITED PARCEL SERVICE INCUPS1.225.822 $+465.338 $760.484 $+760.484 $
REALTY INCOME CORPO1.126.150 $-42.493 $1.168.643 $+1.168.643 $
OSHKOSH CORPOSK1.066.723 $+29.914 $1.036.809 $+1.036.809 $
RTX CorpRTX973.246 $+114.940 $858.306 $+858.306 $
MORGAN STANLEYMS881.312 $+550.945 $330.367 $+330.367 $
SCHWAB CHARLES CORPSCHW863.111 $+38.565 $824.546 $+824.546 $
AT&T INC.T841.363 $-14.276 $855.639 $+855.639 $
UNITEDHEALTH GROUP INCUNH683.001 $-108.726 $791.727 $+791.727 $
FORD MOTOR COF783.841 $+93.333 $690.508 $+690.508 $
COCA COLA COKO719.507 $+41.853 $677.654 $+677.654 $
ELI LILLY & CoLLY713.008 $+207.099 $505.909 $+505.909 $
ORACLE CORPORCL577.551 $-128.270 $705.821 $+705.821 $
Bank First CorpBFC665.868 $+31.538 $634.330 $+634.330 $
AbbVie Inc.ABBV625.658 $-3.985 $629.643 $+629.643 $
CATERPILLAR INCCAT588.456 $+98.418 $490.038 $+490.038 $
VERIZON COMMUNICATIONS INCVZ527.985 $-11.435 $539.420 $+539.420 $
Mastercard IncMA538.340 $+218.100 $320.240 $+320.240 $
GOLDMAN SACHS GROUP INCGS521.378 $+32.784 $488.594 $+488.594 $
AMERICAN EXPRESS COAXP472.738 $+181.199 $291.539 $+291.539 $
EXXON MOBIL CORPXOM467.453 $+82.093 $385.360 $+385.360 $
Vertiv Holdings CoVRT449.371 $+234.626 $214.745 $+214.745 $
FISERV INCFISV446.210 $+249.205 $197.005 $+197.005 $
PEPSICO INCPEP423.622 $+76.362 $347.260 $+347.260 $
3M COMMM401.983 $+90.747 $311.236 $+311.236 $
MICRON TECHNOLOGY INCMU380.113 $+210.952 $169.161 $+169.161 $
DEERE & CODE348.302 $+3.712 $344.590 $+344.590 $
CHEVRON CORPCVX261.689 $-86.548 $348.237 $+348.237 $
GENERAL ELECTRIC COGE322.621 $-23.970 $346.591 $+346.591 $
BOEING COBA244.911 $-87.467 $332.378 $+332.378 $
ALLSTATE CORPALL299.944 $+64.688 $235.256 $+235.256 $
ADVANCED MICRO DEVICES INCAMD291.043 $+138.313 $152.730 $+152.730 $
Constellation Energy CorpCEG281.962 $+27.249 $254.713 $+254.713 $
SOUTHERN COSO252.448 $-20.424 $272.872 $+272.872 $
STRYKER CORPSYK261.494 $+75.180 $186.314 $+186.314 $
iShares Bitcoin Trust ETFIBIT258.379 $+79.824 $178.555 $+178.555 $
NEXTERA ENERGY INCNEE209.544 $+60.398 $149.146 $+149.146 $
Walt Disney CoDIS130.383 $-71.827 $202.210 $+202.210 $
PFIZER INCPFE193.247 $+30.836 $162.411 $+162.411 $
XCEL ENERGY INCXEL173.497 $-11.837 $185.334 $+185.334 $
AUTOZONE INCAZO176.358 $+60.522 $115.836 $+115.836 $
BP PLCBP164.589 $+16.862 $147.727 $+147.727 $
Booking Holdings Inc.BKNG160.660 $+160.660 $
HUMANA INCHUM143.433 $+143.433 $
CRISPR Therapeutics AGCRSP87.417 $-46.999 $134.416 $+134.416 $
FEDEX CORPFDX131.211 $+24.217 $106.994 $+106.994 $
METLIFE INCMET123.637 $-5.076 $128.713 $+128.713 $
ISHARES GOLD TRUSTIAU123.297 $+26.367 $96.930 $+96.930 $
Accenture plcACN123.150 $+69.145 $54.005 $+54.005 $
NETFLIX INCNFLX99.011 $-1.698 $100.709 $+100.709 $
LINDE PLCLIN100.700 $+100.700 $
PLEXUS CORPPLXS100.107 $+1.573 $98.534 $+98.534 $
ALLIANT ENERGY CORPLNT89.194 $-3.293 $92.487 $+92.487 $
BARCLAYS PLCBCS91.183 $+91.183 $
EXELON CORPEXC84.652 $-2.757 $87.409 $+87.409 $
CITIGROUP INCC86.434 $+19.910 $66.524 $+66.524 $
Strategy IncMSTR79.318 $+79.318 $
MGM Resorts InternationalMGM77.740 $+28.265 $49.475 $+49.475 $
Palo Alto Networks IncPANW50.839 $-26.740 $77.579 $+77.579 $
AMGEN INCAMGN77.572 $+14.077 $63.495 $+63.495 $
SHERWIN WILLIAMS COSHW77.146 $+36.024 $41.122 $+41.122 $
CONOCOPHILLIPSCOP74.794 $-783 $75.577 $+75.577 $
TARGET CORPTGT72.628 $+4.422 $68.206 $+68.206 $
LOCKHEED MARTIN CORPLMT72.551 $+64.064 $8.487 $+8.487 $
Zoetis Inc.ZTS69.360 $+23.373 $45.987 $+45.987 $
HOLOGIC INCHOLX68.903 $+6.475 $62.428 $+62.428 $
Archer-Daniels-Midland CoADM65.904 $-2.511 $68.415 $+68.415 $
BOSTON SCIENTIFIC CORPBSX66.745 $+27.693 $39.052 $+39.052 $
ENBRIDGE INCENB66.499 $+1.793 $64.706 $+64.706 $
WATSCO INCWSO53.912 $-10.776 $64.688 $+64.688 $
URANIUM ENERGY CORPUEC52.560 $+52.560 $
INTEL CORPINTC51.869 $+2.335 $49.534 $+49.534 $
DELTA AIR LINES, INC.DAL48.491 $+8.867 $39.624 $+39.624 $
CONSOLIDATED EDISON INCED46.382 $+6.174 $40.208 $+40.208 $
DOVER CorpDOV46.272 $+17.244 $29.028 $+29.028 $
TENET HEALTHCARE CORPTHC45.109 $-981 $46.090 $+46.090 $
COMCAST CORPCMCSA42.205 $-2.160 $44.365 $+44.365 $
ANALOG DEVICES INCADI43.934 $+4.131 $39.803 $+39.803 $
EMERSON ELECTRIC COEMR43.262 $+11.695 $31.567 $+31.567 $
LAM RESEARCH CORPLRCX42.795 $+9.320 $33.475 $+33.475 $
TWILIO INCTWLO42.638 $+42.638 $
WELLTOWER INC.WELL39.349 $+1.583 $37.766 $+37.766 $
BERKLEY W R CORPWRB35.130 $-3.257 $38.387 $+38.387 $
COLGATE PALMOLIVE COCL37.930 $-441 $38.371 $+38.371 $
SYNOPSYS INCSNPS37.578 $+20.309 $17.269 $+17.269 $
SYSCO CORPSYY25.792 $-10.273 $36.065 $+36.065 $
Viking Holdings LtdVIK35.705 $+4.625 $31.080 $+31.080 $
FASTENAL COFAST34.947 $+13.712 $21.235 $+21.235 $
SUNCOR ENERGY INCSU34.435 $+1.980 $32.455 $+32.455 $
Amcor plcAMCR33.944 $+3.703 $30.241 $+30.241 $
Unum GroupUNM33.093 $-119 $33.212 $+33.212 $
Bloom Energy CorpBE33.018 $+881 $32.137 $+32.137 $
DTE ENERGY CODTE29.328 $-2.652 $31.980 $+31.980 $
Edwards Lifesciences CorpEW31.884 $+27.296 $4.588 $+4.588 $
EXACT SCIENCES CORPEXAS30.468 $+14.055 $16.413 $+16.413 $
Duke Energy CORPDUK29.303 $+1.707 $27.596 $+27.596 $
EQUIFAX INCEFX13.670 $-15.318 $28.988 $+28.988 $
NOVARTIS AGNVS28.539 $+1.993 $26.546 $+26.546 $
CARNIVAL CORPCCL28.158 $+5.839 $22.319 $+22.319 $
HUBSPOT INCHUBS21.269 $-6.331 $27.600 $+27.600 $
PEMBINA PIPELINE CORPPBA25.881 $-1.632 $27.513 $+27.513 $
CENTERPOINT ENERGY INCCNP27.317 $-168 $27.485 $+27.485 $
FAIR ISAAC CORPFICO27.050 $+3.106 $23.944 $+23.944 $
NORDSON CORPNDSN26.207 $+1.469 $24.738 $+24.738 $
Bank of New York Mellon CorpBK25.540 $+1.569 $23.971 $+23.971 $
AeroVironment IncAVAV21.770 $-3.421 $25.191 $+25.191 $
RAYMOND JAMES FINANCIAL INCRJF24.605 $+450 $24.155 $+24.155 $
BADGER METER INCBMI24.592 $+24.592 $
KINROSS GOLD CORPKGC24.330 $+2.860 $21.470 $+21.470 $
MICROCHIP TECHNOLOGY INCMCHP23.735 $-155 $23.890 $+23.890 $
MANITOWOC CO INCMTW23.093 $+3.814 $19.279 $+19.279 $
ROLLINS INCROL22.207 $+473 $21.734 $+21.734 $
HP INCHPQ17.980 $-3.995 $21.975 $+21.975 $
UNILEVER PLCUL20.570 $+20.570 $
CHIPOTLE MEXICAN GRILL INCCMG6.660 $-12.151 $18.811 $+18.811 $
ASML HOLDING NVASML18.188 $+1.730 $16.458 $+16.458 $
WEYERHAEUSER COWY17.910 $+4.251 $13.659 $+13.659 $
FLOWSERVE CORPFLS17.345 $+4.060 $13.285 $+13.285 $
Allegion plcALLE15.444 $-1.759 $17.203 $+17.203 $
Otter Tail CorpOTTR16.162 $-232 $16.394 $+16.394 $
PAYCHEX INCPAYX15.705 $+1.001 $14.704 $+14.704 $
POOL CORPPOOL10.523 $-3.740 $14.263 $+14.263 $
Ready Capital CorpRC8.374 $-5.873 $14.247 $+14.247 $
WELLS FARGO & COMPANY/MNWFC14.147 $+174 $13.973 $+13.973 $
STARBUCKS CORPSBUX13.676 $+193 $13.483 $+13.483 $
GLOBAL PAYMENTS INCGPN2.632 $-10.993 $13.625 $+13.625 $
TEREX CORPTEX13.387 $+562 $12.825 $+12.825 $
EnerSysENS13.354 $+3.075 $10.279 $+10.279 $
LAS VEGAS SANDS CORPLVS13.018 $+2.260 $10.758 $+10.758 $
PEOPLES BANCORP INCPEBO12.553 $+17 $12.536 $+12.536 $
Solventum CorpSOLV12.203 $+961 $11.242 $+11.242 $
INNODATA INCINOD7.643 $-3.918 $11.561 $+11.561 $
CSX CORPCSX11.491 $+234 $11.257 $+11.257 $
ROPER TECHNOLOGIES INCROP11.470 $+11.470 $
DOLLAR GENERAL CORPDG11.285 $+2.500 $8.785 $+8.785 $
FREEPORT-MCMORAN INCFCX10.692 $+2.466 $8.226 $+8.226 $
Shell plcSHEL10.482 $+278 $10.204 $+10.204 $
PROSPERITY BANCSHARES INCPB10.367 $+414 $9.953 $+9.953 $
PRICE T ROWE GROUP INCTROW10.264 $+10.264 $
SANDRIDGE ENERGY INCSD9.755 $+9.755 $
NATIONAL FUEL GAS CONFG8.326 $-1.280 $9.606 $+9.606 $
AES CORPAES9.541 $+9.541 $
Sunoco LPSUN9.486 $+434 $9.052 $+9.052 $
MERCADOLIBRE INCMELI8.057 $-1.291 $9.348 $+9.348 $
Phillips 66PSX8.888 $-401 $9.289 $+9.289 $
INTUITIVE SURGICAL INCISRG9.062 $+1.906 $7.156 $+7.156 $
NUCOR CORPNUE8.187 $+1.415 $6.772 $+6.772 $
NovoCure LtdNVCR7.758 $+6 $7.752 $+7.752 $
BRUNSWICK CORPBC7.424 $+1.100 $6.324 $+6.324 $
LATTICE SEMICONDUCTOR CORPLSCC7.358 $+26 $7.332 $+7.332 $
TETRA TECH INCTTEK7.211 $+34 $7.177 $+7.177 $
BALL CorpBALL7.059 $+7.059 $
CENTENE CORPCNC6.173 $-820 $6.993 $+6.993 $
TYLER TECHNOLOGIES INCTYL5.901 $-900 $6.801 $+6.801 $
MERCANTILE BANK CORPMBWM6.750 $+6.750 $
HYCROFT MINING HOLDING CORPHYMC6.394 $+6.394 $
FIRSTENERGY CORPFE6.178 $+3.429 $2.749 $+2.749 $
WINTRUST FINANCIAL CORPWTFC6.152 $+325 $5.827 $+5.827 $
YUM BRANDS INCYUM6.051 $-29 $6.080 $+6.080 $
GigaCloud Technology IncGCT5.680 $+5.680 $
TransUnionTRU5.574 $+128 $5.446 $+5.446 $
REPLIGEN CORPRGEN5.347 $+5.347 $
NATIONAL GRID PLCNGG5.337 $+5.337 $
IREN LtdIREN5.288 $+5.288 $
EPR PROPERTIESEPR4.142 $-673 $4.815 $+4.815 $
AMERICAN EAGLE OUTFITTERS INCAEO4.791 $+4.791 $
Hewlett Packard Enterprise CoHPE4.540 $-102 $4.642 $+4.642 $
UFP TECHNOLOGIES INCUFPT4.441 $+449 $3.992 $+3.992 $
ST JOE CoJOE4.404 $+4.404 $
SanofiSNY4.264 $+4.264 $
Fox CorpFOXA4.238 $+581 $3.657 $+3.657 $
KOSS CORPKOSS4.140 $+4.140 $
Elme CommunitiesELME4.089 $+127 $3.962 $+3.962 $
RIO TINTO PLCRIO4.082 $+781 $3.301 $+3.301 $
AppLovin CorpAPP3.369 $-224 $3.593 $+3.593 $
CVS HEALTH CorpCVS3.571 $+178 $3.393 $+3.393 $
GRAPHIC PACKAGING HOLDING COGPK2.666 $-798 $3.464 $+3.464 $
QuantumScape CorpQS2.834 $-517 $3.351 $+3.351 $
TC ENERGY CORPTRP3.301 $+3.301 $
DIAGEO PLCDEO3.106 $+1.388 $1.718 $+1.718 $
GSK plcGSK3.040 $+3.040 $
INSMED IncINSM2.959 $+511 $2.448 $+2.448 $
AKAMAI TECHNOLOGIES INCAKAM2.652 $+2.652 $
Medtronic plcMDT2.402 $+2.402 $
PAN AMERICAN SILVER CORPPAAS2.176 $+1.479 $697 $+697 $
WESTERN DIGITAL CORPWDC2.074 $+629 $1.445 $+1.445 $
PPL CorpPPL2.031 $+2.031 $
UNITED THERAPEUTICS CorpUTHR1.949 $+272 $1.677 $+1.677 $
KROGER COKR1.687 $-133 $1.820 $+1.820 $
MCCORMICK & CO INCMKC1.703 $+30 $1.673 $+1.673 $
Nova Minerals LtdNVA1.697 $+1.697 $
HALLIBURTON COHAL1.696 $+220 $1.476 $+1.476 $
Peakstone Realty TrustPKST1.636 $+140 $1.496 $+1.496 $
SKYWEST INCSKYW1.506 $-3 $1.509 $+1.509 $
Viatris IncVTRS1.443 $+298 $1.145 $+1.145 $
DIVERSIFIED HEALTHCARE TRUSTDHC1.382 $+125 $1.257 $+1.257 $
HF Sinclair CorpDINO1.151 $+1.151 $
MANULIFE FINANCIAL CORPMFC1.125 $+159 $966 $+966 $
Grayscale Bitcoin Mini Trust ETFBTC775 $-238 $1.013 $+1.013 $
OLIN CorpOLN1.007 $+1.007 $
Enovix CorpENVX731 $-266 $997 $+997 $
BEAZER HOMES USA INCBZH811 $-171 $982 $+982 $
Organon & Co.OGN581 $-284 $865 $+865 $
KOHLS CorpKSS816 $+201 $615 $+615 $
Snap IncSNAP807 $+36 $771 $+771 $
ENERGY FUELS INCUUUU771 $+771 $
TWIN DISC INCTWIN701 $+116 $585 $+585 $
NEWS CORPNWSA575 $-101 $676 $+676 $
COMPUGEN LTDCGEN612 $+24 $588 $+588 $
Vuzix CorpVUZI586 $+586 $
PLUG POWER INCPLUG583 $+583 $
Sony Group CorpSONY512 $-64 $576 $+576 $
793.701.154 $+153.638.005 $640.297.756 $+640.297.756 $
Erweiterte Einstellungen ×