Investments: San Luis Wealth Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
520.908.931 $+32.435.887 $488.906.949 $+488.474.861 $432.088 $+25.429 $408.837 $+408.837 $
BANK OF AMERICA CORP /DE/BAC272.829.033 $+16.465.797 $256.363.236 $+256.127.664 $235.572 $+346 $235.226 $+235.226 $
MORGAN STANLEYMS37.274.050 $-4.019.698 $41.293.748 $+41.246.268 $47.480 $-10.958 $58.438 $+58.438 $
APPFOLIO INCAPPF34.378.041 $+1.566.476 $32.811.565 $+32.786.614 $24.951 $-3.178 $28.129 $+28.129 $
NVIDIA CORPNVDA25.421.938 $+787.385 $24.634.553 $+24.615.444 $19.109 $+7.646 $11.463 $+11.463 $
ALPHA PRO TECH LTDAPT15.450.809 $+1.836.413 $13.614.396 $+13.604.665 $9.731 $+1.412 $8.319 $+8.319 $
MICROSOFT CORPMSFT13.417.122 $-371.161 $13.788.283 $+13.776.396 $11.887 $+2.609 $9.278 $+9.278 $
BlackRock, Inc.BLK13.036.841 $+3.189.904 $9.846.937 $+9.836.688 $10.249 $+6.151 $4.098 $+4.098 $
AMAZON COM INCAMZN12.263.813 $+936.306 $11.327.507 $+11.316.661 $10.846 $+2.567 $8.279 $+8.279 $
JPMORGAN CHASE & COJPM11.464.919 $+1.214.575 $10.250.344 $+10.242.448 $7.896 $+4.359 $3.537 $+3.537 $
TARGET CORPTGT9.502.485 $+1.452.259 $8.050.226 $+8.042.876 $7.350 $+7.350 $
UNITEDHEALTH GROUP INCUNH6.588.159 $-455.798 $7.043.957 $+7.043.957 $
VERIZON COMMUNICATIONS INCVZ6.859.451 $+5.786.046 $1.073.405 $+1.072.638 $767 $-121 $888 $+888 $
BERKSHIRE HATHAWAY INCBRK-B6.679.277 $+680.081 $5.999.196 $+5.994.111 $5.085 $-1.255 $6.340 $+6.340 $
Phillips 66PSX5.295.718 $-23.720 $5.319.438 $+5.314.350 $5.088 $+4.482 $606 $+606 $
NETFLIX INCNFLX4.503.480 $-746.958 $5.250.438 $+5.244.436 $6.002 $+997 $5.005 $+5.005 $
UNITED PARCEL SERVICE INCUPS4.865.686 $+1.209.482 $3.656.204 $+3.653.017 $3.187 $+2.630 $557 $+557 $
Mastercard IncMA4.493.851 $+39.605 $4.454.246 $+4.450.584 $3.662 $-430 $4.092 $+4.092 $
EXXON MOBIL CORPXOM3.639.350 $+340.592 $3.298.758 $+3.295.737 $3.021 $+126 $2.895 $+2.895 $
SPS COMMERCE INCSPSC2.665.185 $+298.466 $2.366.719 $+2.364.725 $1.994 $+154 $1.840 $+1.840 $
ORACLE CORPORCL1.079.240 $-465.964 $1.545.204 $+1.544.103 $1.101 $+384 $717 $+717 $
Walmart Inc.WMT1.479.373 $+111.495 $1.367.878 $+1.366.790 $1.088 $+112 $976 $+976 $
KLA CORPKLAC1.300.215 $+85.013 $1.215.202 $+1.214.794 $408 $+99 $309 $+309 $
LINDE PLCLIN1.021.375 $-159.867 $1.181.242 $+1.180.325 $917 $-76 $993 $+993 $
ELI LILLY & CoLLY1.159.797 $+333.014 $826.783 $+826.383 $400 $-3.580 $3.980 $+3.980 $
Rocket Lab CorpRKLB1.087.349 $+758.878 $328.471 $+328.247 $224 $+224 $
CHEVRON CORPCVX1.014.092 $-35.828 $1.049.920 $+1.049.057 $863 $-785 $1.648 $+1.648 $
FEDEX CORPFDX1.039.258 $+252.625 $786.633 $+785.948 $685 $+685 $
FIFTH THIRD BANCORPFITB1.021.466 $+212.155 $809.311 $+808.576 $735 $+735 $
CVS HEALTH CorpCVS1.000.526 $+104.180 $896.346 $+895.672 $674 $+674 $
FRANKLIN RESOURCES INCBEN997.106 $+262.390 $734.716 $+733.927 $789 $+789 $
HEICO CORPHEI986.460 $-1.276 $987.736 $+986.741 $995 $+201 $794 $+794 $
FORD MOTOR COF968.081 $+141.273 $826.808 $+826.105 $703 $+703 $
REALTY INCOME CORPO937.141 $+144.597 $792.544 $+791.897 $647 $-39 $686 $+686 $
3M COMMM929.289 $+30.936 $898.353 $+897.469 $884 $-68 $952 $+952 $
Duke Energy CORPDUK894.655 $+83.659 $810.996 $+810.318 $678 $-69 $747 $+747 $
Vertiv Holdings CoVRT882.144 $+435.258 $446.886 $+446.886 $
FIRSTENERGY CORPFE873.165 $+76.230 $796.935 $+796.338 $597 $+154 $443 $+443 $
EVERSOURCE ENERGYES869.565 $-2.378 $871.943 $+871.229 $714 $+22 $692 $+692 $
EXELON CORPEXC828.845 $+62.293 $766.552 $+765.942 $610 $-134 $744 $+744 $
TechnipFMC plcFTI792.680 $+91.261 $701.419 $+700.807 $612 $+50 $562 $+562 $
PALATIN TECHNOLOGIES INCPTNT726.464 $-7.594 $734.058 $+733.605 $453 $+232 $221 $+221 $
JOHNSON & JOHNSONJNJ687.868 $+113.438 $574.430 $+574.430 $
ADVANCED MICRO DEVICES INCAMD656.400 $+171.839 $484.561 $+484.181 $380 $+85 $295 $+295 $
Strategy IncMSTR225.452 $-409.368 $634.820 $+634.422 $398 $+122 $276 $+276 $
PROCTER & GAMBLE CoPG422.769 $-167.589 $590.358 $+590.041 $317 $-21 $338 $+338 $
ANALOG DEVICES INCADI541.162 $+51.456 $489.706 $+489.417 $289 $+44 $245 $+245 $
AMGEN INCAMGN507.696 $+29.667 $478.029 $+477.761 $268 $-30 $298 $+298 $
DEERE & CODE454.946 $-26.092 $481.038 $+481.038 $
Palo Alto Networks IncPANW415.924 $-50.977 $466.901 $+466.901 $
MCDONALDS CORPMCD400.785 $-45.958 $446.743 $+446.539 $204 $-14 $218 $+218 $
FAIR ISAAC CORPFICO427.727 $+49.105 $378.622 $+378.172 $450 $-4 $454 $+454 $
Booking Holdings Inc.BKNG414.339 $-3.098 $417.437 $+417.001 $436 $+90 $346 $+346 $
Zoetis Inc.ZTS335.171 $-56.990 $392.161 $+391.747 $414 $-22 $436 $+436 $
RTX CorpRTX390.974 $+44.764 $346.210 $+346.210 $
PAYCHEX INCPAYX286.975 $-97.092 $384.067 $+384.067 $
AMEREN CORPAEE300.179 $-13.587 $313.766 $+313.766 $
AFLAC INCAFL251.871 $-33.288 $285.159 $+285.159 $
BOEING COBA252.293 $-26.559 $278.852 $+278.852 $
PEPSICO INCPEP256.568 $-19.632 $276.200 $+276.200 $
ALCON INCALC275.566 $+15.035 $260.531 $+260.253 $278 $-21 $299 $+299 $
NEXTERA ENERGY INCNEE241.120 $-12.064 $253.184 $+253.184 $
ROYAL BANK OF CANADARY230.451 $+13.743 $216.708 $+216.708 $
SOUTHERN COSO219.804 $+219.804 $
GENERAL DYNAMICS CORPGD214.101 $+214.101 $
MICRON TECHNOLOGY INCMU209.780 $+209.780 $
UNILEVER PLCUL205.421 $+952 $204.469 $+204.469 $
Public StoragePSA608 $+608 $
PRICE T ROWE GROUP INCTROW514 $+514 $
REGIONS FINANCIAL CORPRF489 $+489 $
AT&T INC.T359 $+359 $
Constellation Energy CorpCEG208 $+208 $
520.908.931 $+32.435.887 $488.906.949 $+488.474.861 $432.088 $+25.429 $408.837 $+408.837 $
Erweiterte Einstellungen ×