Investments: OneAscent Wealth Management 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. ($)
288.219.975 $+4.295.962 $284.773.893 $+284.511.065 $264.513 $+42.110 $222.947 $+222.947 $
BANK OF AMERICA CORP /DE/BAC104.106.954 $-3.710.662 $107.817.616 $+107.705.635 $111.981 $+19.151 $92.830 $+92.830 $
RAYMOND JAMES FINANCIAL INCRJF79.393.497 $+5.006.322 $74.387.175 $+74.317.115 $70.060 $+6.395 $63.665 $+63.665 $
MORGAN STANLEYMS52.305.617 $-1.233.900 $53.539.517 $+53.495.909 $43.608 $+4.623 $38.985 $+38.985 $
Cambridge Investment Research Advisors, Inc.15.633.562 $+5.061.801 $10.571.761 $+10.569.572 $2.189 $+1.199 $990 $+990 $
SOUTHERN COSO3.261.010 $-458.932 $3.719.942 $+3.716.334 $3.608 $+553 $3.055 $+3.055 $
MICROSOFT CORPMSFT2.176.258 $-325.406 $2.501.664 $+2.499.846 $1.818 $+692 $1.126 $+1.126 $
APPFOLIO INCAPPF2.238.439 $-150.674 $2.389.113 $+2.387.307 $1.806 $+152 $1.654 $+1.654 $
VICTORY CAPITAL MANAGEMENT INC1.912.296 $-344.419 $2.256.715 $+2.254.371 $2.344 $+697 $1.647 $+1.647 $
ALPHA PRO TECH LTDAPT1.963.194 $+167.032 $1.796.162 $+1.794.986 $1.176 $+242 $934 $+934 $
GOLDMAN SACHS GROUP INCGS1.591.339 $+346.702 $1.244.637 $+1.243.379 $1.258 $+1.018 $240 $+240 $
NVIDIA CORPNVDA1.465.517 $-2.868 $1.468.385 $+1.467.113 $1.272 $+578 $694 $+694 $
SHERWIN WILLIAMS COSHW963.017 $-205.784 $1.168.801 $+1.167.638 $1.163 $+650 $513 $+513 $
JPMORGAN CHASE & COJPM1.029.493 $-46.754 $1.076.247 $+1.075.269 $978 $+200 $778 $+778 $
CHEVRON CORPCVX941.452 $-127.425 $1.068.877 $+1.067.899 $978 $+369 $609 $+609 $
AMAZON COM INCAMZN1.065.003 $+24.900 $1.040.103 $+1.039.043 $1.060 $+288 $772 $+772 $
SPS COMMERCE INCSPSC933.310 $+95.112 $838.198 $+837.284 $914 $-366 $1.280 $+1.280 $
EXXON MOBIL CORPXOM860.833 $+30.526 $830.307 $+829.482 $825 $+405 $420 $+420 $
CATERPILLAR INCCAT844.983 $-8.638 $853.621 $+852.914 $707 $+155 $552 $+552 $
INTUITIVE SURGICAL INCISRG813.859 $+150.170 $663.689 $+662.821 $868 $+76 $792 $+792 $
AT&T INC.T681.113 $-108.195 $789.308 $+788.502 $806 $+67 $739 $+739 $
PEPSICO INCPEP698.799 $-31.629 $730.428 $+729.756 $672 $+672 $
BERKSHIRE HATHAWAY INCBRK-B671.540 $-52.908 $724.448 $+723.739 $709 $+128 $581 $+581 $
Trane Technologies plcTT498.371 $-187.947 $686.318 $+685.617 $701 $+238 $463 $+463 $
AMERICAN EXPRESS COAXP630.765 $+183.345 $447.420 $+446.987 $433 $+42 $391 $+391 $
Mastercard IncMA617.121 $-11.983 $629.104 $+628.476 $628 $+106 $522 $+522 $
AbbVie Inc.ABBV463.378 $-79.583 $542.961 $+542.509 $452 $+70 $382 $+382 $
iShares Bitcoin Trust ETFIBIT425.947 $-82.028 $507.975 $+507.516 $459 $+459 $
PROCTER & GAMBLE CoPG459.309 $-43.741 $503.050 $+502.535 $515 $+64 $451 $+451 $
PALATIN TECHNOLOGIES INCPTNT462.150 $-25.641 $487.791 $+487.429 $362 $-31 $393 $+393 $
POOL CORPPOOL433.081 $-16.280 $449.361 $+448.971 $390 $+82 $308 $+308 $
LAM RESEARCH CORPLRCX445.619 $+445.306 $313 $+313 $
nVent Electric plcNVT410.633 $-18.254 $428.887 $+428.573 $314 $+87 $227 $+227 $
Genpact LTDG395.572 $+28.155 $367.417 $+367.022 $395 $-31 $426 $+426 $
AppLovin CorpAPP351.060 $-40.544 $391.604 $+391.173 $431 $+47 $384 $+384 $
NASDAQ, INC.NDAQ362.586 $-25.444 $388.030 $+387.685 $345 $+73 $272 $+272 $
ELI LILLY & CoLLY371.839 $+98.685 $273.154 $+272.874 $280 $+55 $225 $+225 $
FORD MOTOR COF369.892 $+25.013 $344.879 $+344.560 $319 $+28 $291 $+291 $
UNITEDHEALTH GROUP INCUNH344.701 $-24.131 $368.832 $+368.832 $
STERIS plcSTE275.069 $-65.408 $340.477 $+340.153 $324 $+40 $284 $+284 $
ROPER TECHNOLOGIES INCROP279.097 $-54.028 $333.125 $+332.751 $374 $+1 $373 $+373 $
PENTAIR plcPNR208.488 $-123.238 $331.726 $+331.437 $289 $+85 $204 $+204 $
YUM BRANDS INCYUM305.434 $-13.462 $318.896 $+318.585 $311 $+311 $
COLGATE PALMOLIVE COCL301.856 $-15.026 $316.882 $+316.518 $364 $+9 $355 $+355 $
ROLLINS INCROL252.384 $-57.587 $309.971 $+309.691 $280 $+27 $253 $+253 $
COMCAST CORPCMCSA269.458 $-36.698 $306.156 $+305.812 $344 $+55 $289 $+289 $
KLA CORPKLAC291.619 $+13.340 $278.279 $+278.040 $239 $+239 $
Accenture plcACN277.691 $+20.980 $256.711 $+256.400 $311 $-12 $323 $+323 $
Roblox CorpRBLX274.368 $+274.368 $
JOHNSON & JOHNSONJNJ204.053 $-64.806 $268.859 $+268.859 $
BOEING COBA251.859 $+1.496 $250.363 $+250.124 $239 $+239 $
Duke Energy CORPDUK227.965 $-23.881 $251.846 $+251.604 $242 $-99 $341 $+341 $
MCKESSON CORPMCK250.188 $+4.520 $245.668 $+245.414 $254 $+27 $227 $+227 $
CONOCOPHILLIPSCOP223.822 $-20.504 $244.326 $+244.092 $234 $-43 $277 $+277 $
BlackRock, Inc.BLK235.244 $-2.318 $237.562 $+237.297 $265 $+5 $260 $+260 $
GROUP 1 AUTOMOTIVE INCGPI201.763 $-35.367 $237.130 $+236.913 $217 $+217 $
CUMMINS INCCMI235.828 $+235.828 $
Booking Holdings Inc.BKNG235.635 $+8.866 $226.769 $+226.422 $347 $-12 $359 $+359 $
Element Solutions IncESI216.663 $-14.196 $230.859 $+230.657 $202 $+202 $
Royalty Pharma plcRPRX226.546 $+226.346 $200 $+200 $
KROGER COKR200.623 $-21.426 $222.049 $+221.813 $236 $+20 $216 $+216 $
MCDONALDS CORPMCD216.386 $+928 $215.458 $+215.251 $207 $+2 $205 $+205 $
Constellation Energy CorpCEG210.196 $+210.196 $
AFLAC INCAFL200.250 $-6.954 $207.204 $+207.004 $200 $+200 $
EQT CorpEQT203.568 $+203.356 $212 $+212 $
TYLER TECHNOLOGIES INCTYL200.893 $+200.893 $
Walmart Inc.WMT500 $-138 $638 $+638 $
GARMIN LTDGRMN335 $+335 $
HP INCHPQ280 $+280 $
EQUINIX INCEQIX272 $+272 $
CDW CorpCDW229 $+229 $
Parker-Hannifin CorpPH209 $+209 $
CINTAS CORPCTAS204 $-4 $208 $+208 $
288.219.975 $+4.295.962 $284.773.893 $+284.511.065 $264.513 $+42.110 $222.947 $+222.947 $
Erweiterte Einstellungen ×