Investments: West Financial Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
281.023.081 $+30.006.134 $251.203.188 $+17.363.104 $233.919.442 $+233.919.442 $
BANK OF AMERICA CORP /DE/BAC266.176.167 $+30.180.870 $235.995.297 $+16.775.810 $219.219.487 $+219.219.487 $
APPFOLIO INCAPPF4.316.173 $+583.400 $3.732.773 $-308.445 $4.041.218 $+4.041.218 $
BlackRock, Inc.BLK1.445.553 $-563.980 $2.009.533 $+56.422 $1.953.111 $+1.953.111 $
MICROSOFT CORPMSFT1.368.034 $-393.164 $1.761.198 $+433.542 $1.327.656 $+1.327.656 $
SCHWAB CHARLES CORPSCHW1.258.866 $+109.242 $1.149.624 $+163.296 $986.328 $+986.328 $
BERKSHIRE HATHAWAY INCBRK-B951.839 $+35.531 $916.308 $-87.710 $1.004.018 $+1.004.018 $
ALPHA PRO TECH LTDAPT345.578 $-539.066 $884.644 $+107.004 $777.640 $+777.640 $
TYLER TECHNOLOGIES INCTYL657.910 $-196.040 $853.950 $+23.597 $830.353 $+830.353 $
iShares Bitcoin Trust ETFIBIT844.150 $+768.984 $75.166 $+17.683 $57.483 $+57.483 $
ALLIANT ENERGY CORPLNT700.028 $+48.887 $651.141 $-41.780 $692.921 $+692.921 $
ORACLE CORPORCL446.149 $-54.296 $500.445 $+180.419 $320.026 $+320.026 $
PRICE T ROWE GROUP INCTROW80.881 $-245.772 $326.653 $+15.673 $310.980 $+310.980 $
AMGEN INCAMGN256.612 $+43.295 $213.317 $-24.708 $238.025 $+238.025 $
JPMORGAN CHASE & COJPM188.499 $+24.409 $164.090 $+25.250 $138.840 $+138.840 $
AbbVie Inc.ABBV148.062 $+26.109 $121.953 $-38.540 $160.493 $+160.493 $
CHEVRON CORPCVX142.199 $+15.332 $126.867 $-21.352 $148.219 $+148.219 $
BOEING COBA94.013 $-38.620 $132.633 $+24.674 $107.959 $+107.959 $
EXXON MOBIL CORPXOM99.522 $-10.111 $109.633 $-6.919 $116.552 $+116.552 $
Archer-Daniels-Midland CoADM114.980 $+9.420 $105.560 $+9.540 $96.020 $+96.020 $
AMAZON COM INCAMZN109.640 $+21.884 $87.756 $+11.652 $76.104 $+76.104 $
BIO-TECHNE CorpTECH91.509 $+11.452 $80.057 $-11.172 $91.229 $+91.229 $
DEERE & CODE33.945 $-53.334 $87.279 $-750 $88.029 $+88.029 $
NVIDIA CORPNVDA86.536 $+32.345 $54.191 $+17.016 $37.175 $+37.175 $
COCA COLA COKO74.455 $-8.960 $83.415 $-1.025 $84.440 $+84.440 $
CUMMINS INCCMI64.317 $+23.052 $41.265 $+1.771 $39.494 $+39.494 $
QCR HOLDINGS INCQCRH59.073 $-2.976 $62.049 $+62.049 $
HOLOGIC INCHOLX60.784 $+7.613 $53.171 $+2.766 $50.405 $+50.405 $
WELLTOWER INC.WELL59.396 $+10.202 $49.194 $+166 $49.028 $+49.028 $
INTEL CORPINTC57.454 $+22.577 $34.877 $-483 $35.360 $+35.360 $
Aon plcAON57.167 $+57.167 $
CONSOLIDATED EDISON INCED46.880 $-486 $47.366 $-4.833 $52.199 $+52.199 $
ELI LILLY & CoLLY49.436 $+13.577 $35.859 $-2.133 $37.992 $+37.992 $
STARBUCKS CORPSBUX41.868 $-3.689 $45.557 $-3.212 $48.769 $+48.769 $
KROGER COKR47.055 $+2.650 $44.405 $+44.405 $
XCEL ENERGY INCXEL7.165 $-37.918 $45.083 $-1.780 $46.863 $+46.863 $
JABIL INCJBL45.604 $+1.984 $43.620 $+16.406 $27.214 $+27.214 $
LAM RESEARCH CORPLRCX42.795 $+18.460 $24.335 $+6.160 $18.175 $+18.175 $
CITIGROUP INCC40.609 $+10.987 $29.622 $+4.917 $24.705 $+24.705 $
Booking Holdings Inc.BKNG37.488 $-3.037 $40.525 $+8.276 $32.249 $+32.249 $
CATERPILLAR INCCAT7.448 $-32.538 $39.986 $+6.016 $33.970 $+33.970 $
MCDONALDS CORPMCD31.786 $-4.736 $36.522 $-2.525 $39.047 $+39.047 $
Eaton Corp plcETN34.081 $-4.117 $38.198 $+9.112 $29.086 $+29.086 $
MANULIFE FINANCIAL CORPMFC31.745 $+3.780 $27.965 $+708 $27.257 $+27.257 $
UNITEDHEALTH GROUP INCUNH28.807 $+28.807 $
BALL CorpBALL27.372 $+1.961 $25.411 $+25.411 $
Otter Tail CorpOTTR26.991 $+1.242 $25.749 $-1.095 $26.844 $+26.844 $
RTX CorpRTX26.043 $+5.308 $20.735 $+1.925 $18.810 $+18.810 $
GARMIN LTDGRMN23.937 $-692 $24.629 $-993 $25.622 $+25.622 $
SUNCOR ENERGY INCSU25.478 $+25.478 $
ASML HOLDING NVASML20.328 $+20.328 $
AMES NATIONAL CORPATLO18.460 $+4.140 $14.320 $+233 $14.087 $+14.087 $
TARGET CORPTGT15.152 $+4.991 $10.161 $-589 $10.750 $+10.750 $
CVS HEALTH CorpCVS14.003 $+249 $13.754 $+13.754 $
TE Connectivity plcTEL13.850 $+13.850 $
JOHNSON & JOHNSONJNJ13.245 $+3.469 $9.776 $-838 $10.614 $+10.614 $
Duke Energy CORPDUK12.744 $-429 $13.173 $+13.173 $
AFLAC INCAFL11.074 $-601 $11.675 $+11.675 $
VERIZON COMMUNICATIONS INCVZ10.264 $-641 $10.905 $-526 $11.431 $+11.431 $
Walt Disney CoDIS569 $-10.716 $11.285 $+2.303 $8.982 $+8.982 $
YUM BRANDS INCYUM9.188 $-569 $9.757 $+9.757 $
INTUITIVE SURGICAL INCISRG9.062 $+9.062 $
PROCTER & GAMBLE CoPG7.166 $-800 $7.966 $-555 $8.521 $+8.521 $
ENBRIDGE INCENB8.132 $+8.132 $
Accenture plcACN8.049 $+8.049 $
REGIONS FINANCIAL CORPRF8.019 $+8.019 $
STATE STREET CORPSTT6.967 $+6.967 $
Mastercard IncMA6.851 $+6.851 $
HERSHEY COHSY6.734 $+6.734 $
GENUINE PARTS COGPC6.640 $+6.640 $
FEDEX CORPFDX5.683 $-412 $6.095 $+6.095 $
UNITED PARCEL SERVICE INCUPS5.754 $+5.754 $
PEPSICO INCPEP5.741 $+5.741 $
Trane Technologies plcTT5.060 $+5.060 $
TELUS CORPTU3.951 $-867 $4.818 $+516 $4.302 $+4.302 $
PFIZER INCPFE4.408 $+4.408 $
DIAGEO PLCDEO1.122 $-3.013 $4.135 $-162 $4.297 $+4.297 $
NORDIC AMERICAN TANKERS LtdNAT3.919 $+1.120 $2.799 $+246 $2.553 $+2.553 $
Navitas Semiconductor CorpNVTS3.570 $+295 $3.275 $+2.250 $1.025 $+1.025 $
CubeSmartCUBE3.204 $+3.204 $
CAMECO CORPCCJ2.928 $+2.928 $
CREDICORP LTDBAP2.870 $+2.870 $
Sony Group CorpSONY2.688 $+2.688 $
FREEPORT-MCMORAN INCFCX2.559 $+2.559 $
ARBOR REALTY TRUST INCABR1.755 $-529 $2.284 $-149 $2.433 $+2.433 $
GLADSTONE LAND CorpLAND1.914 $-149 $2.063 $-41 $2.104 $+2.104 $
Haleon plcHLN1.719 $+1.719 $
GSK plcGSK1.717 $+1.717 $
TotalEnergies SETTE1.505 $+1.505 $
ALCON INCALC1.498 $+1.498 $
FRANKLIN RESOURCES INCBEN1.306 $+36 $1.270 $+263 $1.007 $+1.007 $
UNILEVER PLCUL1.243 $+1.243 $
COMCAST CORPCMCSA837 $-163 $1.000 $-34 $1.034 $+1.034 $
Permian Resources CorpPR966 $+48 $918 $-5 $923 $+923 $
IMMERSION CORPIMMR700 $-100 $800 $+35 $765 $+765 $
MORGAN STANLEYMS591 $+46 $545 $+4 $541 $+541 $
PennyMac Mortgage Investment TrustPMT499 $+19 $480 $-50 $530 $+530 $
AT&T INC.T348 $-58 $406 $+10 $396 $+396 $
Organon & Co.OGN49 $-26 $75 $+75 $
Westrock Coffee CoWEST0 $+0 $0 $+0 $0 $+0 $
281.023.081 $+30.006.134 $251.203.188 $+17.363.104 $233.919.442 $+233.919.442 $
Erweiterte Einstellungen ×