Investments: Phoenix Wealth Advisors

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
231.119.148 $+315.870 $231.141.217 $+20.566.568 $210.367.058 $+11.148.813 $200.993.573 $+200.993.573 $
BANK OF AMERICA CORP /DE/BAC149.481.590 $+675.404 $148.806.186 $+12.587.490 $136.218.696 $+4.090.495 $132.128.201 $+132.128.201 $
MICROSOFT CORPMSFT9.799.360 $-759.744 $10.559.104 $+854.607 $9.704.497 $+2.249.408 $7.455.089 $+7.455.089 $
APPFOLIO INCAPPF9.066.621 $+479.462 $8.587.159 $+2.186.931 $6.400.228 $-757.336 $7.157.564 $+7.157.564 $
BERKSHIRE HATHAWAY INCBRK-B4.547.475 $+2.705 $4.544.770 $+153.409 $4.391.361 $-415.174 $4.806.535 $+4.806.535 $
Eaton Corp plcETN3.903.629 $-714.119 $4.617.748 $+313.709 $4.304.039 $+899.028 $3.405.011 $+3.405.011 $
JPMORGAN CHASE & COJPM4.613.262 $+129.485 $4.483.777 $+376.174 $4.107.603 $+393.025 $3.714.578 $+3.714.578 $
Walmart Inc.WMT4.199.546 $+337.319 $3.862.227 $+145.051 $3.717.176 $+130.252 $3.586.924 $+3.586.924 $
JOHNSON & JOHNSONJNJ3.603.846 $-4.920 $3.608.766 $+576.603 $3.032.163 $-290.636 $3.322.799 $+3.322.799 $
AbbVie Inc.ABBV3.123.382 $-60.469 $3.183.851 $+580.399 $2.603.452 $+2.197.122 $406.330 $+406.330 $
CUMMINS INCCMI3.065.873 $+497.426 $2.568.447 $+446.311 $2.122.136 $+37.686 $2.084.450 $+2.084.450 $
DARDEN RESTAURANTS INCDRI2.351.604 $-100.671 $2.452.275 $-441.197 $2.893.472 $-78.119 $2.971.591 $+2.971.591 $
ANALOG DEVICES INCADI2.948.590 $+257.663 $2.690.927 $+166.070 $2.524.857 $+328.591 $2.196.266 $+2.196.266 $
VERIZON COMMUNICATIONS INCVZ1.842.273 $-695.331 $2.537.604 $-81.796 $2.619.400 $-211.663 $2.831.063 $+2.831.063 $
Medtronic plcMDT2.484.864 $-24.708 $2.509.572 $+134.012 $2.375.560 $-169.635 $2.545.195 $+2.545.195 $
COMCAST CORPCMCSA1.642.957 $-286.924 $1.929.881 $-303.451 $2.233.332 $+1.383.082 $850.250 $+850.250 $
FASTENAL COFAST1.596.853 $-361.805 $1.958.658 $+255.138 $1.703.520 $+123.671 $1.579.849 $+1.579.849 $
NEXTERA ENERGY INCNEE1.890.215 $+87.446 $1.802.769 $+108.560 $1.694.209 $-62.205 $1.756.414 $+1.756.414 $
ALPHA PRO TECH LTDAPT1.610.716 $+360.136 $1.250.580 $+344.059 $906.521 $+82.974 $823.547 $+823.547 $
NVIDIA CORPNVDA1.351.395 $+3.338 $1.348.057 $+219.521 $1.128.536 $+348.407 $780.129 $+780.129 $
MICRON TECHNOLOGY INCMU1.243.246 $+523.603 $719.643 $+197.926 $521.717 $+104.297 $417.420 $+417.420 $
ORACLE CORPORCL855.171 $-386.268 $1.241.439 $+267.931 $973.508 $+351.633 $621.875 $+621.875 $
BlackRock, Inc.BLK1.098.532 $+27.882 $1.070.650 $+65.013 $1.005.637 $-182.214 $1.187.851 $+1.187.851 $
PEPSICO INCPEP918.744 $-6.049 $924.793 $+43.675 $881.118 $-208.078 $1.089.196 $+1.089.196 $
PROCTER & GAMBLE CoPG849.061 $-100.817 $949.878 $-39.275 $989.153 $-68.833 $1.057.986 $+1.057.986 $
AMERICAN EXPRESS COAXP1.001.276 $+87.370 $913.906 $+233.758 $680.148 $+97.356 $582.792 $+582.792 $
MORGAN STANLEYMS930.009 $-47.229 $977.238 $+9.914 $967.324 $+90.960 $876.364 $+876.364 $
AMGEN INCAMGN922.360 $+126.838 $795.522 $+3.124 $792.398 $-91.158 $883.556 $+883.556 $
UNITEDHEALTH GROUP INCUNH890.993 $+890.993 $
ISHARES GOLD TRUSTIAU866.896 $+81.562 $785.334 $+100.247 $685.087 $+36.940 $648.147 $+648.147 $
NATIONAL FUEL GAS CONFG686.194 $-118.256 $804.450 $+59.595 $744.855 $+48.300 $696.555 $+696.555 $
GARMIN LTDGRMN617.475 $-153.932 $771.407 $+101.625 $669.782 $-29.159 $698.941 $+698.941 $
AMAZON COM INCAMZN661.068 $+32.220 $628.848 $+3.806 $625.042 $+29.718 $595.324 $+595.324 $
BARRICK MINING CORPB638.530 $+163.070 $475.460 $+161.807 $313.653 $+313.653 $
ELI LILLY & CoLLY602.895 $+180.193 $422.702 $-9.158 $431.860 $-25.694 $457.554 $+457.554 $
LOCKHEED MARTIN CORPLMT554.992 $-17.774 $572.766 $+11.795 $560.971 $+15.485 $545.486 $+545.486 $
PAYCHEX INCPAYX381.749 $-67.742 $449.491 $-70.965 $520.456 $-29.244 $549.700 $+549.700 $
STRYKER CORPSYK461.832 $-29.090 $490.922 $-41.200 $532.122 $+31.446 $500.676 $+500.676 $
Palo Alto Networks IncPANW421.818 $-44.472 $466.290 $-35.078 $501.368 $+83.300 $418.068 $+418.068 $
Archer-Daniels-Midland CoADM353.219 $-38.317 $391.536 $+39.810 $351.726 $+33.756 $317.970 $+317.970 $
CHEVRON CORPCVX367.590 $-6.872 $374.462 $+131.909 $242.553 $-40.742 $283.295 $+283.295 $
CATERPILLAR INCCAT371.220 $+64.413 $306.807 $+306.807 $
ROYAL BANK OF CANADARY361.525 $+49.132 $312.393 $+33.440 $278.953 $+34.857 $244.096 $+244.096 $
MCDONALDS CORPMCD353.614 $+1.405 $352.209 $+13.584 $338.625 $-12.167 $350.792 $+350.792 $
EXXON MOBIL CORPXOM335.197 $+36.703 $298.494 $-30.699 $329.193 $+329.193 $
GOLDMAN SACHS GROUP INCGS320.405 $+9.027 $311.378 $+7.237 $304.141 $+304.141 $
NUCOR CORPNUE309.093 $+52.453 $256.640 $+11.162 $245.478 $+17.434 $228.044 $+228.044 $
Mastercard IncMA300.906 $+1.104 $299.802 $+3.634 $296.168 $+7.296 $288.872 $+288.872 $
GENTEX CORPGNTX216.015 $-68.400 $284.415 $+59.215 $225.200 $-14.510 $239.710 $+239.710 $
SYSCO CORPSYY235.071 $-28.746 $263.817 $+15.996 $247.821 $+4.166 $243.655 $+243.655 $
EXELON CORPEXC251.645 $-11.213 $262.858 $+14.409 $248.449 $-12.871 $261.320 $+261.320 $
Fortive CorpFTV249.544 $+249.544 $
Duke Energy CORPDUK229.495 $+27.537 $201.958 $-5.633 $207.591 $+207.591 $
PFIZER INCPFE226.996 $+226.996 $
PRICE T ROWE GROUP INCTROW204.146 $-17.556 $221.702 $+9.209 $212.493 $+10.471 $202.022 $+202.022 $
AKAMAI TECHNOLOGIES INCAKAM208.179 $+7.975 $200.204 $+200.204 $
RTX CorpRTX202.946 $+202.946 $
BARCLAYS PLCBCS201.126 $+201.126 $
231.119.148 $+315.870 $231.141.217 $+20.566.568 $210.367.058 $+11.148.813 $200.993.573 $+200.993.573 $
Erweiterte Einstellungen ×