Investments: IVC Wealth 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. ($)
176.257.107 $+6.384.372 $171.740.905 $+171.740.905 $
BANK OF AMERICA CORP /DE/BAC100.542.246 $+2.561.263 $97.980.983 $+97.980.983 $
APPFOLIO INCAPPF15.274.751 $+342.572 $14.932.179 $+14.932.179 $
BlackRock, Inc.BLK12.448.466 $+179.308 $12.269.158 $+12.269.158 $
NVIDIA CORPNVDA4.783.352 $+87.133 $4.696.219 $+4.696.219 $
CATERPILLAR INCCAT2.294.930 $+390.313 $1.904.617 $+1.904.617 $
MICROSOFT CORPMSFT2.137.353 $-30.568 $2.167.921 $+2.167.921 $
JOHNSON & JOHNSONJNJ2.151.953 $+196.414 $1.955.539 $+1.955.539 $
ALLSTATE CORPALL2.139.814 $+190.355 $1.949.459 $+1.949.459 $
ELI LILLY & CoLLY1.537.867 $+461.274 $1.076.593 $+1.076.593 $
Eaton Corp plcETN1.312.991 $-219.298 $1.532.289 $+1.532.289 $
MCDONALDS CORPMCD1.379.799 $+33.590 $1.346.209 $+1.346.209 $
ALPHA PRO TECH LTDAPT1.235.049 $+308.041 $927.008 $+927.008 $
NETFLIX INCNFLX1.083.397 $-93.942 $1.177.339 $+1.177.339 $
JPMORGAN CHASE & COJPM1.138.635 $+52.829 $1.085.806 $+1.085.806 $
Ralliant CorpRAL1.130.813 $+257.612 $873.201 $+873.201 $
PAYCHEX INCPAYX802.004 $-312.194 $1.114.198 $+1.114.198 $
AMAZON COM INCAMZN1.010.992 $+86.602 $924.390 $+924.390 $
EXXON MOBIL CORPXOM988.497 $+66.353 $922.144 $+922.144 $
RIO TINTO PLCRIO877.369 $+162.217 $715.152 $+715.152 $
COCA COLA COKO855.838 $+62.054 $793.784 $+793.784 $
ANALOG DEVICES INCADI809.118 $+74.041 $735.077 $+735.077 $
3M COMMM781.388 $+13.926 $767.462 $+767.462 $
INTEL CORPINTC753.129 $+67.669 $685.460 $+685.460 $
PEPSICO INCPEP731.243 $+70.043 $661.200 $+661.200 $
ADVANCED MICRO DEVICES INCAMD716.365 $+169.353 $547.012 $+547.012 $
PALATIN TECHNOLOGIES INCPTNT591.019 $-107.832 $698.851 $+698.851 $
Hewlett Packard Enterprise CoHPE683.921 $+16.331 $667.590 $+667.590 $
Bank of New York Mellon CorpBK656.721 $+17.126 $639.595 $+639.595 $
MORGAN STANLEYMS623.485 $+215.276 $408.209 $+408.209 $
Medtronic plcMDT554.843 $-311 $555.154 $+555.154 $
RTX CorpRTX547.163 $+55.534 $491.629 $+491.629 $
Public StoragePSA499.019 $-35.354 $534.373 $+534.373 $
SOUTHERN COSO500.615 $-27.823 $528.438 $+528.438 $
STRYKER CORPSYK497.851 $-22.243 $520.094 $+520.094 $
Solventum CorpSOLV517.279 $+31.683 $485.596 $+485.596 $
SPS COMMERCE INCSPSC389.176 $-123.412 $512.588 $+512.588 $
AMGEN INCAMGN490.567 $+70.608 $419.959 $+419.959 $
CONOCOPHILLIPSCOP460.873 $-11.977 $472.850 $+472.850 $
CHEVRON CORPCVX464.393 $+2.871 $461.522 $+461.522 $
Roblox CorpRBLX457.947 $+457.947 $
GOLDMAN SACHS GROUP INCGS454.443 $+18.043 $436.400 $+436.400 $
NATIONAL FUEL GAS CONFG384.768 $-65.720 $450.488 $+450.488 $
AUTOZONE INCAZO352.716 $-89.179 $441.895 $+441.895 $
NUCOR CORPNUE436.482 $+77.051 $359.431 $+359.431 $
GSK plcGSK425.422 $+425.422 $
AbbVie Inc.ABBV421.336 $+64.996 $356.340 $+356.340 $
JFrog LtdFROG412.736 $+86.159 $326.577 $+326.577 $
MICROCHIP TECHNOLOGY INCMCHP406.852 $+38.936 $367.916 $+367.916 $
ORACLE CORPORCL260.010 $-129.789 $389.799 $+389.799 $
BERKSHIRE HATHAWAY INCBRK-B384.527 $+18.532 $365.995 $+365.995 $
AKAMAI TECHNOLOGIES INCAKAM342.107 $+27.173 $314.934 $+314.934 $
CRISPR Therapeutics AGCRSP255.907 $-67.754 $323.661 $+323.661 $
Knife River CorpKNF305.038 $+2.093 $302.945 $+302.945 $
FEDEX CORPFDX304.500 $+57.465 $247.035 $+247.035 $
PROCTER & GAMBLE CoPG285.617 $-15.998 $301.615 $+301.615 $
Hess Midstream LPHESM291.809 $+291.809 $
ROYAL GOLD INCRGLD288.977 $+58.912 $230.065 $+230.065 $
VERIZON COMMUNICATIONS INCVZ264.102 $-21.601 $285.703 $+285.703 $
Constellation Energy CorpCEG278.206 $+9.985 $268.221 $+268.221 $
CITIGROUP INCC276.905 $+19.196 $257.709 $+257.709 $
STARBUCKS CORPSBUX268.950 $+1.113 $267.837 $+267.837 $
Walmart Inc.WMT261.702 $+32.909 $228.793 $+228.793 $
CONSOLIDATED EDISON INCED259.325 $+2.697 $256.628 $+256.628 $
BOEING COBA204.310 $-49.938 $254.248 $+254.248 $
Accenture plcACN248.714 $+30.966 $217.748 $+217.748 $
BOSTON SCIENTIFIC CORPBSX242.094 $-907 $243.001 $+243.001 $
AMERICAN EXPRESS COAXP234.178 $+234.178 $
PFIZER INCPFE231.995 $+231.995 $
ENBRIDGE INCENB231.864 $+231.864 $
Phillips 66PSX217.196 $-14.060 $231.256 $+231.256 $
AT&T INC.T200.509 $-26.071 $226.580 $+226.580 $
FISERV INCFISV223.565 $+223.565 $
TELEFLEX INCTFX222.940 $+222.940 $
UNITEDHEALTH GROUP INCUNH214.075 $-7.953 $222.028 $+222.028 $
ASTRAZENECA PLCAZN215.392 $+215.392 $
DEERE & CODE211.839 $+3.942 $207.897 $+207.897 $
Duke Energy CORPDUK201.601 $-8.155 $209.756 $+209.756 $
LINDE PLCLIN208.050 $+208.050 $
CARDINAL HEALTH INCCAH206.028 $+206.028 $
Amcor plcAMCR136.259 $-7.128 $143.387 $+143.387 $
176.257.107 $+6.384.372 $171.740.905 $+171.740.905 $
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