Investments: Walkner Condon Financial 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. ($)
532.688.782 $+69.118.922 $464.897.508 $+464.897.508 $
BANK OF AMERICA CORP /DE/BAC425.524.779 $+53.676.445 $371.848.334 $+371.848.334 $
BlackRock, Inc.BLK21.579.572 $+2.731.385 $18.848.187 $+18.848.187 $
APPFOLIO INCAPPF16.359.739 $+932.671 $15.427.068 $+15.427.068 $
MICROSOFT CORPMSFT9.913.615 $-245.988 $10.159.603 $+10.159.603 $
ALPHA PRO TECH LTDAPT8.695.878 $+2.719.575 $5.976.303 $+5.976.303 $
NVIDIA CORPNVDA4.752.530 $-354.903 $5.107.433 $+5.107.433 $
GOLDMAN SACHS GROUP INCGS3.916.064 $+3.467.719 $448.345 $+448.345 $
SPS COMMERCE INCSPSC3.509.721 $+363.812 $3.145.909 $+3.145.909 $
CITIGROUP INCC3.358.743 $+997.672 $2.361.071 $+2.361.071 $
ISHARES GOLD TRUSTIAU3.101.749 $+279.365 $2.822.384 $+2.822.384 $
AMAZON COM INCAMZN2.856.746 $-170.402 $3.027.148 $+3.027.148 $
EXXON MOBIL CORPXOM2.088.741 $+214.464 $1.874.277 $+1.874.277 $
MORGAN STANLEYMS1.949.014 $+217.836 $1.731.178 $+1.731.178 $
VanEck Merk Gold ETFOUNZ1.789.307 $+142.900 $1.646.407 $+1.646.407 $
JPMORGAN CHASE & COJPM1.618.806 $+112.965 $1.505.841 $+1.505.841 $
ELI LILLY & CoLLY1.559.390 $+537.168 $1.022.222 $+1.022.222 $
BERKSHIRE HATHAWAY INCBRK-B1.469.748 $+41.513 $1.428.235 $+1.428.235 $
EXACT SCIENCES CORPEXAS1.030.096 $+530.329 $499.767 $+499.767 $
NETFLIX INCNFLX860.742 $-140.389 $1.001.131 $+1.001.131 $
Cambridge Investment Research Advisors, Inc.980.374 $+980.374 $
JOHNSON & JOHNSONJNJ889.885 $+181.846 $708.039 $+708.039 $
PALATIN TECHNOLOGIES INCPTNT746.906 $-114.299 $861.205 $+861.205 $
iShares Bitcoin Trust ETFIBIT630.952 $-199.488 $830.440 $+830.440 $
AbbVie Inc.ABBV735.592 $+20.050 $715.542 $+715.542 $
Walmart Inc.WMT687.572 $+78.842 $608.730 $+608.730 $
PROCTER & GAMBLE CoPG589.721 $-71.740 $661.461 $+661.461 $
Mastercard IncMA594.857 $+25.483 $569.374 $+569.374 $
MCDONALDS CORPMCD591.048 $+33.082 $557.966 $+557.966 $
AMERICAN EXPRESS COAXP557.492 $+99.796 $457.696 $+457.696 $
CATERPILLAR INCCAT497.957 $+101.357 $396.600 $+396.600 $
LOCKHEED MARTIN CORPLMT457.079 $+457.079 $
ORACLE CORPORCL306.983 $-137.657 $444.640 $+444.640 $
MCKESSON CORPMCK442.957 $+442.957 $
COCA COLA COKO440.475 $+77.112 $363.363 $+363.363 $
INTUITIVE SURGICAL INCISRG433.832 $+182.936 $250.896 $+250.896 $
VERIZON COMMUNICATIONS INCVZ411.752 $-18.758 $430.510 $+430.510 $
Strategy IncMSTR398.896 $+398.896 $
LAM RESEARCH CORPLRCX397.480 $+98.080 $299.400 $+299.400 $
SOUTHERN COSO356.072 $-29.957 $386.029 $+386.029 $
CHEVRON CORPCVX345.209 $-32.620 $377.829 $+377.829 $
UNITEDHEALTH GROUP INCUNH341.664 $-22.282 $363.946 $+363.946 $
Parker-Hannifin CorpPH215.345 $-140.227 $355.572 $+355.572 $
Walt Disney CoDIS344.458 $-5.878 $350.336 $+350.336 $
AT&T INC.T290.504 $-50.166 $340.670 $+340.670 $
RTX CorpRTX335.805 $+78.375 $257.430 $+257.430 $
PEPSICO INCPEP318.497 $+30.850 $287.647 $+287.647 $
AMGEN INCAMGN315.527 $+59.854 $255.673 $+255.673 $
GENERAL ELECTRIC COGE314.191 $+22.997 $291.194 $+291.194 $
Accenture plcACN303.179 $+52.140 $251.039 $+251.039 $
FIRST TRUST ADVISORS LP276.284 $+4.764 $271.520 $+271.520 $
KLA CORPKLAC274.608 $+49.181 $225.427 $+225.427 $
ADVANCED MICRO DEVICES INCAMD258.491 $+33.441 $225.050 $+225.050 $
TotalEnergies SETTE257.493 $+23.299 $234.194 $+234.194 $
NEXTERA ENERGY INCNEE249.737 $+26.290 $223.447 $+223.447 $
CUMMINS INCCMI244.506 $+36.700 $207.806 $+207.806 $
NOVARTIS AGNVS243.203 $+243.203 $
PFIZER INCPFE236.189 $+6.200 $229.989 $+229.989 $
LINDE PLCLIN227.529 $+227.529 $
AppLovin CorpAPP210.232 $-10.360 $220.592 $+220.592 $
FREEPORT-MCMORAN INCFCX219.514 $+219.514 $
MICRON TECHNOLOGY INCMU218.909 $+218.909 $
Eaton Corp plcETN208.457 $+208.457 $
AFLAC INCAFL205.548 $+205.548 $
ASML HOLDING NVASML201.134 $+201.134 $
MIZUHO FINANCIAL GROUP INCMFG171.998 $+21.436 $150.562 $+150.562 $
Carlyle Credit Income FundCCIF67.704 $+67.704 $
WIPRO LTDWIT37.653 $+10.450 $27.203 $+27.203 $
532.688.782 $+69.118.922 $464.897.508 $+464.897.508 $
Erweiterte Einstellungen ×