Investments: Opal Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
195.622.592 $+15.412.334 $180.916.081 $-7.135.935 $196.654.417 $+196.654.417 $
BANK OF AMERICA CORP /DE/BAC137.327.438 $+12.172.565 $125.154.873 $-6.326.456 $131.481.329 $+131.481.329 $
APPFOLIO INCAPPF11.768.681 $+216.535 $11.552.146 $-636.339 $12.188.485 $+12.188.485 $
MICROSOFT CORPMSFT4.543.534 $-505.103 $5.048.637 $+52.683 $4.995.954 $+4.995.954 $
NVIDIA CORPNVDA4.117.550 $+20.066 $4.097.484 $+443.965 $3.653.519 $+3.653.519 $
BlackRock, Inc.BLK3.598.869 $+1.272.461 $2.326.408 $-785.657 $3.112.065 $+3.112.065 $
ALPHA PRO TECH LTDAPT3.480.265 $+672.804 $2.807.461 $+716.313 $2.091.148 $+2.091.148 $
AMAZON COM INCAMZN3.437.141 $+625.547 $2.811.594 $-75.798 $2.887.392 $+2.887.392 $
UNITEDHEALTH GROUP INCUNH1.210.878 $-119.242 $1.330.120 $-753.851 $2.083.971 $+2.083.971 $
NETFLIX INCNFLX514.180 $-298.688 $812.868 $-427.167 $1.240.035 $+1.240.035 $
JPMORGAN CHASE & COJPM1.083.527 $-94.605 $1.178.132 $+69.516 $1.108.616 $+1.108.616 $
EXXON MOBIL CORPXOM1.169.477 $+87.189 $1.082.288 $+26.387 $1.055.901 $+1.055.901 $
AbbVie Inc.ABBV1.059.555 $-7.719 $1.067.274 $+148.416 $918.858 $+918.858 $
CATERPILLAR INCCAT1.008.083 $+170.572 $837.511 $+105.893 $731.618 $+731.618 $
ELI LILLY & CoLLY831.922 $+237.545 $594.377 $-334.044 $928.421 $+928.421 $
AMERICAN EXPRESS COAXP902.309 $+89.513 $812.796 $-16.552 $829.348 $+829.348 $
BERKSHIRE HATHAWAY INCBRK-B890.194 $+257.244 $632.950 $+62.656 $570.294 $+570.294 $
ORACLE CORPORCL613.772 $-269.603 $883.375 $+256.781 $626.594 $+626.594 $
RAYMOND JAMES FINANCIAL INCRJF844.471 $+844.471 $
VERIZON COMMUNICATIONS INCVZ597.736 $-232.832 $830.568 $+57.789 $772.779 $+772.779 $
AT&T INC.T473.400 $-353.937 $827.337 $+30.163 $797.174 $+797.174 $
Walt Disney CoDIS726.896 $-11.305 $738.201 $-65.270 $803.471 $+803.471 $
COCA COLA COKO739.472 $-33.262 $772.734 $-22.072 $794.806 $+794.806 $
STRYKER CORPSYK638.621 $-34.549 $673.170 $-74.176 $747.346 $+747.346 $
MCKESSON CORPMCK695.606 $-42.943 $738.549 $+32.881 $705.668 $+705.668 $
JOHNSON & JOHNSONJNJ694.216 $+117.367 $576.849 $+253.647 $323.202 $+323.202 $
Walmart Inc.WMT676.378 $+29.573 $646.805 $-44.500 $691.305 $+691.305 $
FEDEX CORPFDX678.533 $+120.134 $558.399 $+21.492 $536.907 $+536.907 $
NEXTERA ENERGY INCNEE636.656 $+46.488 $590.168 $+57.794 $532.374 $+532.374 $
INTEL CORPINTC632.951 $+44.170 $588.781 $+196.459 $392.322 $+392.322 $
CITIGROUP INCC609.356 $+62.169 $547.187 $-65.763 $612.950 $+612.950 $
RTX CorpRTX583.179 $+20.981 $562.198 $+12.313 $549.885 $+549.885 $
NOVARTIS AGNVS566.922 $+88.458 $478.464 $+183.441 $295.023 $+295.023 $
SPS COMMERCE INCSPSC264.736 $-41.324 $306.060 $-236.233 $542.293 $+542.293 $
GOLDMAN SACHS GROUP INCGS318.326 $+34.029 $284.297 $-255.430 $539.727 $+539.727 $
CHEVRON CORPCVX399.871 $-111.910 $511.781 $+153.490 $358.291 $+358.291 $
AMGEN INCAMGN456.271 $+61.191 $395.080 $+8.932 $386.148 $+386.148 $
SCHWAB CHARLES CORPSCHW454.391 $+27.353 $427.038 $+32.333 $394.705 $+394.705 $
ALLSTATE CORPALL435.867 $+46.277 $389.590 $+26.628 $362.962 $+362.962 $
ASML HOLDING NVASML427.944 $+43.612 $384.332 $+27.713 $356.619 $+356.619 $
ASTRAZENECA PLCAZN410.468 $+63.310 $347.158 $+19.141 $328.017 $+328.017 $
Duke Energy CORPDUK402.255 $-5.403 $407.658 $+17.286 $390.372 $+390.372 $
MORGAN STANLEYMS358.931 $+123.680 $235.251 $-157.810 $393.061 $+393.061 $
PPL CorpPPL350.499 $-21.158 $371.657 $+39.855 $331.802 $+331.802 $
FREEPORT-MCMORAN INCFCX367.872 $+69.211 $298.661 $-49.960 $348.621 $+348.621 $
GENERAL ELECTRIC COGE362.256 $+6.735 $355.521 $+43.665 $311.856 $+311.856 $
INTUITIVE SURGICAL INCISRG340.383 $+77.858 $262.525 $-42.329 $304.854 $+304.854 $
FISERV INCFISV236.845 $-94.010 $330.855 $+330.855 $
Palo Alto Networks IncPANW295.089 $-34.369 $329.458 $+58.105 $271.353 $+271.353 $
Eaton Corp plcETN269.460 $-49.776 $319.236 $+19.721 $299.515 $+299.515 $
CARDINAL HEALTH INCCAH316.059 $+92.234 $223.825 $-14.231 $238.056 $+238.056 $
BOEING COBA314.607 $+27.984 $286.623 $-18.244 $304.867 $+304.867 $
SAP SESAP310.487 $+310.487 $
LINDE PLCLIN301.458 $-4.917 $306.375 $+21.113 $285.262 $+285.262 $
ENBRIDGE INCENB237.270 $-60.681 $297.951 $+174.876 $123.075 $+123.075 $
SanofiSNY214.727 $-7.916 $222.643 $-74.126 $296.769 $+296.769 $
STARBUCKS CORPSBUX277.658 $+477 $277.181 $+277.181 $
CONOCOPHILLIPSCOP208.096 $-56.378 $264.474 $-7.708 $272.182 $+272.182 $
COMCAST CORPCMCSA200.699 $-53.432 $254.131 $+254.131 $
Accenture plcACN200.152 $-44.938 $245.090 $+245.090 $
PFIZER INCPFE223.381 $-5.203 $228.584 $-5.189 $233.773 $+233.773 $
Sea LtdSE222.519 $+13.797 $208.722 $+208.722 $
COLGATE PALMOLIVE COCL222.263 $+222.263 $
SHERWIN WILLIAMS COSHW217.347 $+217.347 $
DOVER CorpDOV216.717 $+13.331 $203.386 $+203.386 $
LOCKHEED MARTIN CORPLMT216.578 $+35.591 $180.987 $+180.987 $
Mastercard IncMA215.789 $+215.789 $
EXELON CORPEXC187.575 $+187.575 $
PROCTER & GAMBLE CoPG182.612 $+182.612 $
EQUINIX INCEQIX173.413 $+173.413 $
SYNOPSYS INCSNPS167.647 $+167.647 $
Aon plcAON163.397 $+163.397 $
BOSTON SCIENTIFIC CORPBSX155.101 $+155.101 $
QuantumScape CorpQS123.738 $-22.562 $146.300 $+79.100 $67.200 $+67.200 $
DTE ENERGY CODTE145.574 $+145.574 $
KROGER COKR143.747 $+143.747 $
XCEL ENERGY INCXEL141.717 $+141.717 $
Zoetis Inc.ZTS140.823 $+140.823 $
Monster Beverage CorpMNST137.057 $+137.057 $
CENTERPOINT ENERGY INCCNP128.590 $+128.590 $
CENTENE CORPCNC126.039 $+126.039 $
UBS Group AGUBS123.545 $+123.545 $
PALATIN TECHNOLOGIES INCPTNT123.506 $+123.506 $
PEPSICO INCPEP123.202 $+123.202 $
MERCADOLIBRE INCMELI117.614 $+117.614 $
Shell plcSHEL115.966 $+115.966 $
EVERSOURCE ENERGYES105.419 $+105.419 $
DEERE & CODE105.042 $+105.042 $
CVS HEALTH CorpCVS95.308 $+95.308 $
QUEST DIAGNOSTICS INCDGX93.767 $+93.767 $
Booking Holdings Inc.BKNG92.628 $+92.628 $
MCDONALDS CORPMCD92.618 $+92.618 $
TotalEnergies SETTE91.779 $+91.779 $
EMERSON ELECTRIC COEMR91.467 $+91.467 $
iShares Bitcoin Trust ETFIBIT89.551 $+89.551 $
ISHARES GOLD TRUSTIAU88.427 $+88.427 $
HERSHEY COHSY86.460 $+86.460 $
Nu Holdings Ltd.NU81.223 $+81.223 $
UNILEVER PLCUL79.240 $+79.240 $
STERIS plcSTE75.430 $+75.430 $
SMITH & NEPHEW PLCSNN74.309 $+74.309 $
Otis Worldwide CorpOTIS72.681 $+72.681 $
Medtronic plcMDT72.439 $+72.439 $
KLA CORPKLAC71.660 $+71.660 $
ATMOS ENERGY CORPATO69.309 $+69.309 $
PAYCHEX INCPAYX69.182 $+69.182 $
Sony Group CorpSONY69.110 $+69.110 $
Edwards Lifesciences CorpEW68.356 $+68.356 $
Constellation Energy CorpCEG65.846 $+65.846 $
GENERAL DYNAMICS CORPGD64.525 $+64.525 $
AppLovin CorpAPP63.715 $+63.715 $
Strategy IncMSTR63.465 $+63.465 $
SOUTHERN COSO62.015 $+62.015 $
METLIFE INCMET61.200 $+61.200 $
MANULIFE FINANCIAL CORPMFC60.085 $+60.085 $
WELLTOWER INC.WELL59.470 $+59.470 $
FRANCO NEVADA CorpFNV56.881 $+56.881 $
GSK plcGSK56.602 $+56.602 $
LAM RESEARCH CORPLRCX56.068 $+56.068 $
BP PLCBP54.922 $+54.922 $
CHIPOTLE MEXICAN GRILL INCCMG54.410 $+54.410 $
BARCLAYS PLCBCS53.465 $+53.465 $
Parker-Hannifin CorpPH53.084 $+53.084 $
Hewlett Packard Enterprise CoHPE50.778 $+50.778 $
BECTON DICKINSON & COBDX50.642 $+50.642 $
GARTNER INCIT50.528 $+50.528 $
MICRON TECHNOLOGY INCMU47.778 $+47.778 $
SITIME CorpSITM44.747 $+44.747 $
Veralto CorpVLTO44.519 $+44.519 $
CSX CORPCSX43.725 $+43.725 $
CDW CorpCDW42.326 $+42.326 $
American Homes 4 RentAMH40.708 $+40.708 $
Trane Technologies plcTT40.680 $+40.680 $
ESCO TECHNOLOGIES INCESE39.718 $+39.718 $
IDACORP INCIDA39.484 $+39.484 $
WINTRUST FINANCIAL CORPWTFC39.426 $+39.426 $
VALVOLINE INCVVV39.347 $+39.347 $
SEMPRASRE39.098 $+39.098 $
LIGAND PHARMACEUTICALS INCLGND37.515 $+37.515 $
CUMMINS INCCMI37.335 $+37.335 $
UNITED PARCEL SERVICE INCUPS36.610 $+36.610 $
Public StoragePSA36.091 $+36.091 $
Lloyds Banking Group plcLYG35.203 $+35.203 $
NICOLET BANKSHARES INCNIC35.094 $+35.094 $
Grayscale Bitcoin Mini Trust ETFBTC35.001 $+35.001 $
BANNER CORPBANR34.513 $+34.513 $
Haleon plcHLN33.413 $+33.413 $
SEACOAST BANKING CORP OF FLORIDASBCF33.393 $+33.393 $
KIRBY CORPKEX33.343 $+33.343 $
Magnolia Oil & Gas CorpMGY33.158 $+33.158 $
WESBANCO INCWSBC31.915 $+31.915 $
NASDAQ, INC.NDAQ30.761 $+30.761 $
TE Connectivity plcTEL30.192 $+30.192 $
Integer Holdings CorpITGR30.005 $+30.005 $
WELLS FARGO & COMPANY/MNWFC28.023 $+28.023 $
PENTAIR plcPNR27.719 $+27.719 $
KITE REALTY GROUP TRUSTKRG27.679 $+27.679 $
Bank of New York Mellon CorpBK27.516 $+27.516 $
LEMAITRE VASCULAR INCLMAT26.660 $+26.660 $
TransUnionTRU26.576 $+26.576 $
RBC Bearings INCRBC25.397 $+25.397 $
HAEMONETICS CORPHAE25.368 $+25.368 $
WILLIAMS SONOMA INCWSM24.996 $+24.996 $
ANI PHARMACEUTICALS INCANIP24.600 $+24.600 $
CHART INDUSTRIES INCGTLS24.533 $+24.533 $
FabrinetFN24.459 $+24.459 $
Knife River CorpKNF24.329 $+24.329 $
INTERPARFUMS INCIPAR24.293 $+24.293 $
PATRICK INDUSTRIES INCPATK24.268 $+24.268 $
WATSCO INCWSO23.848 $+23.848 $
INSIGHT ENTERPRISES INCNSIT23.613 $+23.613 $
REALTY INCOME CORPO22.814 $+22.814 $
EQT CorpEQT22.804 $+22.804 $
KADANT INCKAI22.539 $+22.539 $
EQUIFAX INCEFX22.306 $+22.306 $
Silicon Motion Technology CORPSIMO21.950 $+21.950 $
PRICE T ROWE GROUP INCTROW21.906 $+21.906 $
ANALOG DEVICES INCADI21.422 $+21.422 $
DIAGEO PLCDEO21.316 $+21.316 $
FACTSET RESEARCH SYSTEMS INCFDS21.023 $+21.023 $
RIO TINTO PLCRIO20.591 $+20.591 $
Phillips 66PSX20.162 $+20.162 $
195.622.592 $+15.412.334 $180.916.081 $-7.135.935 $196.654.417 $+196.654.417 $
Erweiterte Einstellungen ×