Investments: Pacific Capital Wealth Advisors, Inc.

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. ($)
271.567.446 $+1.583.591 $269.983.855 $+269.983.855 $
BANK OF AMERICA CORP /DE/BAC247.683.960 $+6.591.269 $241.092.691 $+241.092.691 $
Strategy IncMSTR4.420.074 $-4.954.626 $9.374.700 $+9.374.700 $
ISHARES GOLD TRUSTIAU6.953.996 $+40.046 $6.913.950 $+6.913.950 $
APPFOLIO INCAPPF4.523.513 $+194.696 $4.328.817 $+4.328.817 $
MICROSOFT CORPMSFT1.984.819 $-257.416 $2.242.235 $+2.242.235 $
AMAZON COM INCAMZN1.127.819 $+16.764 $1.111.055 $+1.111.055 $
NVIDIA CORPNVDA932.839 $-126.155 $1.058.994 $+1.058.994 $
Walmart Inc.WMT593.592 $+42.324 $551.268 $+551.268 $
BlackRock, Inc.BLK564.717 $+4.128 $560.589 $+560.589 $
ALPHA PRO TECH LTDAPT502.565 $+55.106 $447.459 $+447.459 $
ELI LILLY & CoLLY477.158 $-12.688 $489.846 $+489.846 $
AMERICAN EXPRESS COAXP417.674 $+42.665 $375.009 $+375.009 $
RTX CorpRTX364.966 $+30.473 $334.493 $+334.493 $
Mastercard IncMA297.428 $-25.656 $323.084 $+323.084 $
SAP SESAP241.938 $-43.175 $285.113 $+285.113 $
JPMORGAN CHASE & COJPM248.109 $-12.752 $260.861 $+260.861 $
MCDONALDS CORPMCD232.279 $-1.412 $233.691 $+233.691 $
271.567.446 $+1.583.591 $269.983.855 $+269.983.855 $
Erweiterte Einstellungen ×