Investments: Capital Advisors Wealth Management, 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. ($)
647.738.521 $+40.288.431 $607.889.317 $+607.889.317 $
BANK OF AMERICA CORP /DE/BAC516.980.104 $+33.864.351 $483.115.753 $+483.115.753 $
APPFOLIO INCAPPF16.298.150 $+1.090.461 $15.207.689 $+15.207.689 $
BlackRock, Inc.BLK14.857.309 $+384.352 $14.472.957 $+14.472.957 $
MICROSOFT CORPMSFT13.586.015 $-1.227.605 $14.813.620 $+14.813.620 $
ALPHA PRO TECH LTDAPT13.555.494 $+2.947.083 $10.608.411 $+10.608.411 $
AMAZON COM INCAMZN11.407.507 $+594.418 $10.813.089 $+10.813.089 $
BERKSHIRE HATHAWAY INCBRK-B8.158.010 $-474.036 $8.632.046 $+8.632.046 $
NVIDIA CORPNVDA6.998.606 $+17.321 $6.981.285 $+6.981.285 $
Constellation Energy CorpCEG3.881.521 $+404.450 $3.477.071 $+3.477.071 $
PALATIN TECHNOLOGIES INCPTNT3.820.914 $-51.498 $3.872.412 $+3.872.412 $
JPMORGAN CHASE & COJPM3.816.702 $+186.424 $3.630.278 $+3.630.278 $
AbbVie Inc.ABBV2.858.646 $+78.531 $2.780.115 $+2.780.115 $
NETFLIX INCNFLX1.914.017 $-589.328 $2.503.345 $+2.503.345 $
ISHARES GOLD TRUSTIAU2.325.683 $+430.461 $1.895.222 $+1.895.222 $
Palo Alto Networks IncPANW2.007.596 $-112.699 $2.120.295 $+2.120.295 $
CHEVRON CORPCVX1.505.658 $-53.660 $1.559.318 $+1.559.318 $
SPS COMMERCE INCSPSC1.181.796 $+222.382 $959.414 $+959.414 $
Phillips 66PSX1.112.537 $-35.982 $1.148.519 $+1.148.519 $
GOLDMAN SACHS GROUP INCGS1.146.642 $+904.223 $242.419 $+242.419 $
MCDONALDS CORPMCD1.074.785 $-19.240 $1.094.025 $+1.094.025 $
Walmart Inc.WMT1.001.909 $+159.394 $842.515 $+842.515 $
MICRON TECHNOLOGY INCMU993.199 $+530.008 $463.191 $+463.191 $
EXXON MOBIL CORPXOM988.997 $+71.979 $917.018 $+917.018 $
LOCKHEED MARTIN CORPLMT921.527 $-25.073 $946.600 $+946.600 $
Rocket Lab CorpRKLB939.388 $+300.748 $638.640 $+638.640 $
AT&T INC.T732.117 $-94.359 $826.476 $+826.476 $
CATERPILLAR INCCAT789.278 $+132.102 $657.176 $+657.176 $
PROCTER & GAMBLE CoPG738.377 $-47.679 $786.056 $+786.056 $
PEPSICO INCPEP765.592 $+12.509 $753.083 $+753.083 $
SOUTHERN COSO708.505 $-53.313 $761.818 $+761.818 $
STARBUCKS CORPSBUX674.839 $-45.378 $720.217 $+720.217 $
GENERAL ELECTRIC COGE691.011 $+56.662 $634.349 $+634.349 $
JOHNSON & JOHNSONJNJ613.325 $+50.947 $562.378 $+562.378 $
UNITEDHEALTH GROUP INCUNH602.560 $-3.119 $605.679 $+605.679 $
ELI LILLY & CoLLY571.356 $+194.827 $376.529 $+376.529 $
COCA COLA COKO519.860 $+10.973 $508.887 $+508.887 $
BOEING COBA513.055 $+19.452 $493.603 $+493.603 $
Eaton Corp plcETN421.707 $-55.088 $476.795 $+476.795 $
ASML HOLDING NVASML405.477 $+61.805 $343.672 $+343.672 $
WELLTOWER INC.WELL395.597 $+58.641 $336.956 $+336.956 $
Duke Energy CORPDUK362.959 $-16.665 $379.624 $+379.624 $
VERIZON COMMUNICATIONS INCVZ357.930 $-21.578 $379.508 $+379.508 $
ORACLE CORPORCL282.839 $-86.429 $369.268 $+369.268 $
AMERICAN EXPRESS COAXP364.839 $+38.122 $326.717 $+326.717 $
ADVANCED MICRO DEVICES INCAMD364.286 $+145.708 $218.578 $+218.578 $
Trane Technologies plcTT315.252 $-25.270 $340.522 $+340.522 $
KLA CORPKLAC319.877 $+37.460 $282.417 $+282.417 $
3M COMMM309.960 $+9.835 $300.125 $+300.125 $
INTEL CORPINTC304.407 $+32.491 $271.916 $+271.916 $
PACCAR INCPCAR289.959 $-9.422 $299.381 $+299.381 $
CINTAS CORPCTAS272.325 $-24.891 $297.216 $+297.216 $
AMGEN INCAMGN275.448 $+21.877 $253.571 $+253.571 $
PFIZER INCPFE269.739 $+5.229 $264.510 $+264.510 $
RTX CorpRTX252.659 $+13.055 $239.604 $+239.604 $
PAYCHEX INCPAYX212.295 $-27.214 $239.509 $+239.509 $
HF Sinclair CorpDINO223.518 $+223.518 $
Grayscale Bitcoin Mini Trust ETFBTC219.522 $+219.522 $
ETHAN ALLEN INTERIORS INCETD215.709 $+215.709 $
Walt Disney CoDIS209.357 $+6.214 $203.143 $+203.143 $
YUM BRANDS INCYUM204.980 $-580 $205.560 $+205.560 $
B2GOLD CORPBTG54.120 $+54.120 $
Sabre CorpSABR20.400 $+20.400 $
647.738.521 $+40.288.431 $607.889.317 $+607.889.317 $
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