Investments: Atlas Private Wealth Advisors

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. ($)
342.879.920 $+10.496.202 $332.822.661 $+332.822.661 $
BANK OF AMERICA CORP /DE/BAC298.099.308 $+9.775.194 $288.324.114 $+288.324.114 $
APPFOLIO INCAPPF12.013.368 $+629.347 $11.384.021 $+11.384.021 $
PALATIN TECHNOLOGIES INCPTNT4.808.861 $-202.764 $5.011.625 $+5.011.625 $
ALPHA PRO TECH LTDAPT3.975.569 $+863.188 $3.112.381 $+3.112.381 $
MICROSOFT CORPMSFT3.320.678 $-282.634 $3.603.312 $+3.603.312 $
MORGAN STANLEYMS2.533.357 $-336.158 $2.869.515 $+2.869.515 $
BlackRock, Inc.BLK2.413.677 $-58.711 $2.472.388 $+2.472.388 $
AMAZON COM INCAMZN2.279.118 $+98.566 $2.180.552 $+2.180.552 $
NVIDIA CORPNVDA1.351.949 $-118.575 $1.470.524 $+1.470.524 $
JOHNSON & JOHNSONJNJ1.017.051 $+75.724 $941.327 $+941.327 $
Trane Technologies plcTT794.436 $-64.807 $859.243 $+859.243 $
AMGEN INCAMGN779.983 $+103.441 $676.542 $+676.542 $
JPMORGAN CHASE & COJPM779.000 $+12.508 $766.492 $+766.492 $
Medtronic plcMDT777.032 $+32.353 $744.679 $+744.679 $
iShares Bitcoin Trust ETFIBIT541.231 $-112.084 $653.315 $+653.315 $
CHEVRON CORPCVX438.745 $-158.691 $597.436 $+597.436 $
FAIR ISAAC CORPFICO569.739 $+65.408 $504.331 $+504.331 $
COMMERCIAL METALS CoCMC553.760 $+95.520 $458.240 $+458.240 $
AMERICAN EXPRESS COAXP516.362 $+52.865 $463.497 $+463.497 $
BERKSHIRE HATHAWAY INCBRK-B470.463 $-15.167 $485.630 $+485.630 $
PROCTER & GAMBLE CoPG394.114 $-78.910 $473.024 $+473.024 $
AbbVie Inc.ABBV447.398 $-5.433 $452.831 $+452.831 $
INTEL CORPINTC450.618 $+40.909 $409.709 $+409.709 $
VERIZON COMMUNICATIONS INCVZ307.096 $-117.419 $424.515 $+424.515 $
EXXON MOBIL CORPXOM415.933 $+11.493 $404.440 $+404.440 $
MCDONALDS CORPMCD358.257 $-54.170 $412.427 $+412.427 $
Mastercard IncMA326.060 $-6.341 $332.401 $+332.401 $
NETFLIX INCNFLX257.841 $-70.664 $328.505 $+328.505 $
Walmart Inc.WMT323.455 $+40.423 $283.032 $+283.032 $
COCA COLA COKO220.366 $-102.275 $322.641 $+322.641 $
AT&T INC.T211.063 $-65.572 $276.635 $+276.635 $
PEPSICO INCPEP257.463 $-14.652 $272.115 $+272.115 $
GOLDMAN SACHS GROUP INCGS255.393 $+7.889 $247.504 $+247.504 $
MICRON TECHNOLOGY INCMU244.930 $+244.930 $
ADVANCED MICRO DEVICES INCAMD241.786 $+241.786 $
SPS COMMERCE INCSPSC231.411 $+231.411 $
Duke Energy CORPDUK207.532 $+207.532 $
FS Credit Opportunities Corp.FSCO134.460 $-30.315 $164.775 $+164.775 $
342.879.920 $+10.496.202 $332.822.661 $+332.822.661 $
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