Investments: Wealth Advisory Solutions, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
372.558.128 $+15.339.180 $357.670.450 $+15.225.816 $343.140.427 $+13.846.971 $330.951.160 $+330.951.160 $
BANK OF AMERICA CORP /DE/BAC232.490.555 $+4.797.183 $227.693.372 $+6.757.005 $220.936.367 $+5.795.913 $215.140.454 $+215.140.454 $
BlackRock, Inc.BLK26.739.436 $+973.594 $25.765.842 $+134.366 $25.631.476 $+1.125.802 $24.505.674 $+24.505.674 $
ELI LILLY & CoLLY23.604.272 $+6.714.504 $16.889.768 $+1.910.320 $14.979.448 $-854.073 $15.833.521 $+15.833.521 $
APPFOLIO INCAPPF14.548.874 $+816.158 $13.732.716 $+2.606.340 $11.126.376 $-911.743 $12.038.119 $+12.038.119 $
AMAZON COM INCAMZN13.522.140 $+594.286 $12.927.854 $+13.231 $12.914.623 $+1.837.295 $11.077.328 $+11.077.328 $
JPMORGAN CHASE & COJPM11.453.997 $+172.286 $11.281.711 $+684.303 $10.597.408 $+1.552.674 $9.044.734 $+9.044.734 $
PEPSICO INCPEP10.441.511 $+149.787 $10.291.724 $+565.658 $9.726.066 $+4.227.229 $5.498.837 $+5.498.837 $
MICROSOFT CORPMSFT5.567.345 $-477.131 $6.044.476 $+321.774 $5.722.702 $+1.296.854 $4.425.848 $+4.425.848 $
FAIR ISAAC CORPFICO5.127.650 $+3.017.543 $2.110.107 $+2.110.107 $
ASML HOLDING NVASML4.616.446 $+250.360 $4.366.086 $+593.142 $3.772.944 $+653.282 $3.119.662 $+3.119.662 $
SPS COMMERCE INCSPSC4.073.787 $-452.816 $4.526.603 $+927.053 $3.599.550 $-579.890 $4.179.440 $+4.179.440 $
Accenture plcACN799.266 $-810.046 $1.609.312 $-2.652.262 $4.261.574 $-104.802 $4.366.376 $+4.366.376 $
ALPHA PRO TECH LTDAPT3.586.536 $+617.645 $2.968.891 $+814.604 $2.154.287 $-2.075.395 $4.229.682 $+4.229.682 $
Zoetis Inc.ZTS579.024 $-173.207 $752.231 $-2.146.412 $2.898.643 $-248.477 $3.147.120 $+3.147.120 $
BERKSHIRE HATHAWAY INCBRK-B2.002.055 $-18.457 $2.020.512 $+84.719 $1.935.793 $-217.961 $2.153.754 $+2.153.754 $
GOLDMAN SACHS GROUP INCGS2.140.365 $+201.253 $1.939.112 $+215.741 $1.723.371 $+393.155 $1.330.216 $+1.330.216 $
NVIDIA CORPNVDA1.685.036 $-14.335 $1.699.371 $+283.623 $1.415.748 $+1.096.569 $319.179 $+319.179 $
CHEVRON CORPCVX1.474.872 $-36.255 $1.511.127 $+120.179 $1.390.948 $-265.558 $1.656.506 $+1.656.506 $
NICOLET BANKSHARES INCNIC302.177 $-1.141.025 $1.443.202 $+1.443.202 $
JOHNSON & JOHNSONJNJ1.205.705 $+75.557 $1.130.148 $+192.405 $937.743 $-63.610 $1.001.353 $+1.001.353 $
Phillips 66PSX577.970 $-247.535 $825.505 $+96.701 $728.804 $-21.831 $750.635 $+750.635 $
Walt Disney CoDIS542.114 $-133.093 $675.207 $-60.668 $735.875 $+91.759 $644.116 $+644.116 $
PFIZER INCPFE594.974 $-117.894 $712.868 $+46.085 $666.783 $-26.990 $693.773 $+693.773 $
ADVANCED MICRO DEVICES INCAMD647.159 $+647.159 $
UNITED PARCEL SERVICE INCUPS370.882 $-60.392 $431.274 $-77.979 $509.253 $-45.108 $554.361 $+554.361 $
CVS HEALTH CorpCVS277.443 $+4.456 $272.987 $-44.735 $317.722 $-187.083 $504.805 $+504.805 $
MCDONALDS CORPMCD297.072 $-24.140 $321.212 $-101.558 $422.770 $+87.909 $334.861 $+334.861 $
PROCTER & GAMBLE CoPG419.330 $+200.511 $218.819 $+218.819 $
MORGAN STANLEYMS276.528 $-78.075 $354.603 $-32.668 $387.271 $+33.960 $353.311 $+353.311 $
EXXON MOBIL CORPXOM361.742 $+17.178 $344.564 $+15.127 $329.437 $-52.804 $382.241 $+382.241 $
CONOCOPHILLIPSCOP315.723 $-24.258 $339.981 $+22.419 $317.562 $-40.351 $357.913 $+357.913 $
Mastercard IncMA242.626 $-12.771 $255.397 $-99.188 $354.585 $+109.575 $245.010 $+245.010 $
KROGER COKR251.170 $-44.827 $295.997 $-22.269 $318.266 $+45.001 $273.265 $+273.265 $
LAM RESEARCH CORPLRCX298.196 $-1.338 $299.534 $+81.784 $217.750 $+217.750 $
TARGET CORPTGT284.590 $+284.590 $
AMERICAN EXPRESS COAXP283.752 $+28.985 $254.767 $+10.109 $244.658 $-29.504 $274.162 $+274.162 $
ZEBRA TECHNOLOGIES CORPZBRA282.885 $+282.885 $
UNITEDHEALTH GROUP INCUNH278.635 $+278.635 $
VERIZON COMMUNICATIONS INCVZ276.463 $+276.463 $
LOCKHEED MARTIN CORPLMT267.953 $+1.375 $266.578 $+48.439 $218.139 $+14.439 $203.700 $+203.700 $
DEERE & CODE218.818 $-5.239 $224.057 $-34.256 $258.313 $+258.313 $
GENERAL ELECTRIC COGE247.964 $+18.792 $229.172 $+229.172 $
FORD MOTOR COF246.783 $+16.427 $230.356 $+21.923 $208.433 $+208.433 $
POOL CORPPOOL241.331 $+241.331 $
CINTAS CORPCTAS220.655 $-18.930 $239.585 $+239.585 $
COCA COLA COKO215.113 $+10.184 $204.929 $-17.509 $222.438 $-3.810 $226.248 $+226.248 $
RTX CorpRTX224.298 $+18.147 $206.151 $+206.151 $
NEWS CORPNWSA218.148 $+218.148 $
RESMED INCRMD213.236 $+213.236 $
CATERPILLAR INCCAT208.525 $+208.525 $
372.558.128 $+15.339.180 $357.670.450 $+15.225.816 $343.140.427 $+13.846.971 $330.951.160 $+330.951.160 $
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