Investments: ENCOMPASS 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. ($)
277.750.627 $+2.820.814 $277.063.924 $+19.303.455 $257.760.469 $+26.094.122 $231.874.642 $+231.874.642 $
BANK OF AMERICA CORP /DE/BAC214.420.467 $+3.454.159 $210.966.308 $+13.518.144 $197.448.164 $+19.951.528 $177.496.636 $+177.496.636 $
BlackRock, Inc.BLK14.495.190 $+883.590 $13.611.600 $+1.214.226 $12.397.374 $+1.756.591 $10.640.783 $+10.640.783 $
APPFOLIO INCAPPF10.245.148 $+477.017 $9.768.131 $+1.892.636 $7.875.495 $-855.383 $8.730.878 $+8.730.878 $
MICROSOFT CORPMSFT8.556.472 $-918.163 $9.474.635 $+320.112 $9.154.523 $+2.138.819 $7.015.704 $+7.015.704 $
AMAZON COM INCAMZN3.534.317 $+88.236 $3.446.081 $-8.873 $3.454.954 $+426.966 $3.027.988 $+3.027.988 $
NVIDIA CORPNVDA3.182.731 $+536.042 $2.646.689 $+459.655 $2.187.034 $+833.857 $1.353.177 $+1.353.177 $
LAM RESEARCH CORPLRCX3.050.084 $+1.065.955 $1.984.129 $+541.746 $1.442.383 $+365.624 $1.076.759 $+1.076.759 $
ROPER TECHNOLOGIES INCROP2.109.916 $-393.009 $2.502.925 $-365.285 $2.868.210 $-114.475 $2.982.685 $+2.982.685 $
SPS COMMERCE INCSPSC2.893.063 $+13.756 $2.879.307 $+410.184 $2.469.123 $+365.701 $2.103.422 $+2.103.422 $
BERKSHIRE HATHAWAY INCBRK-B1.181.228 $-1.489.920 $2.671.148 $+66.790 $2.604.358 $+8.991 $2.595.367 $+2.595.367 $
AMGEN INCAMGN980.883 $-714.236 $1.695.119 $+17.960 $1.677.159 $-193.636 $1.870.795 $+1.870.795 $
ALPHA PRO TECH LTDAPT1.770.727 $+394.890 $1.375.837 $+548.590 $827.247 $+78.354 $748.893 $+748.893 $
PROCTER & GAMBLE CoPG653.780 $-348.325 $1.002.105 $-36.502 $1.038.607 $-71.168 $1.109.775 $+1.109.775 $
KLA CORPKLAC1.106.938 $+124.333 $982.605 $+85.969 $896.636 $+214.797 $681.839 $+681.839 $
BOEING COBA784.997 $-303.973 $1.088.970 $+41.634 $1.047.336 $+195.354 $851.982 $+851.982 $
Accenture plcACN762.980 $-176.730 $939.710 $-40.720 $980.430 $+980.430 $
ELI LILLY & CoLLY747.147 $+139.051 $608.096 $-42.637 $650.733 $-109.803 $760.536 $+760.536 $
CHEVRON CORPCVX588.642 $-830 $589.472 $+35.764 $553.708 $-92.524 $646.232 $+646.232 $
JPMORGAN CHASE & COJPM553.747 $-65.787 $619.534 $+31.963 $587.571 $+93.325 $494.246 $+494.246 $
JOHNSON & JOHNSONJNJ344.572 $-253.593 $598.165 $+92.562 $505.603 $-42.332 $547.935 $+547.935 $
VERIZON COMMUNICATIONS INCVZ413.527 $-146.987 $560.514 $+8.196 $552.318 $-21.098 $573.416 $+573.416 $
NICOLET BANKSHARES INCNIC497.087 $-31.188 $528.275 $-9.883 $538.158 $+38.446 $499.712 $+499.712 $
AT&T INC.T421.589 $-78.924 $500.513 $-5.712 $506.225 $+10.536 $495.689 $+495.689 $
CARNIVAL CORPCCL505.284 $+26.968 $478.316 $+13.071 $465.245 $+151.222 $314.023 $+314.023 $
iShares Bitcoin Trust ETFIBIT356.984 $-140.916 $497.900 $+39.131 $458.769 $+153.100 $305.669 $+305.669 $
EXXON MOBIL CORPXOM480.397 $+30.299 $450.098 $+34.745 $415.353 $-41.100 $456.453 $+456.453 $
AbbVie Inc.ABBV467.125 $-6.058 $473.183 $+94.008 $379.175 $-46.730 $425.905 $+425.905 $
ORACLE CORPORCL313.025 $-142.021 $455.046 $+93.213 $361.833 $+140.514 $221.319 $+221.319 $
CATERPILLAR INCCAT438.246 $+54.140 $384.106 $+63.833 $320.273 $+47.858 $272.415 $+272.415 $
INTEL CORPINTC436.540 $+32.921 $403.619 $+134.520 $269.099 $+3.089 $266.010 $+266.010 $
AMERICAN EXPRESS COAXP429.882 $+43.912 $385.970 $+15.315 $370.655 $+57.481 $313.174 $+313.174 $
PFIZER INCPFE389.235 $+29.203 $360.032 $+11.389 $348.643 $+348.643 $
Walt Disney CoDIS350.577 $-2.250 $352.827 $-29.237 $382.064 $+77.583 $304.481 $+304.481 $
Rocket Lab CorpRKLB336.905 $+129.479 $207.426 $+207.426 $
STARBUCKS CORPSBUX274.358 $-37.825 $312.183 $+27.820 $284.363 $+284.363 $
GENERAL ELECTRIC COGE309.008 $+2.255 $306.753 $+44.345 $262.408 $+58.418 $203.990 $+203.990 $
IREN LtdIREN299.935 $+299.935 $
NETFLIX INCNFLX224.198 $-48.985 $273.183 $+273.183 $
FREEPORT-MCMORAN INCFCX271.320 $+61.807 $209.513 $-22.063 $231.576 $+29.858 $201.718 $+201.718 $
BP PLCBP250.097 $+33.497 $216.600 $-27.177 $243.777 $+243.777 $
MICROCHIP TECHNOLOGY INCMCHP223.147 $-1.751 $224.898 $-21.538 $246.436 $+246.436 $
Medtronic plcMDT233.243 $+20.287 $212.956 $-6.572 $219.528 $+219.528 $
COCA COLA COKO208.295 $+208.295 $
277.750.627 $+2.820.814 $277.063.924 $+19.303.455 $257.760.469 $+26.094.122 $231.874.642 $+231.874.642 $
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