Investments: ADVOCATE GROUP 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. ($)
554.008.188 $+9.645.632 $544.807.103 $+34.117.289 $510.591.862 $+10.040.525 $504.355.547 $+504.355.547 $
BANK OF AMERICA CORP /DE/BAC246.287.366 $+3.958.051 $242.329.315 $+16.154.976 $226.174.339 $+2.371.581 $223.802.758 $+223.802.758 $
AbbVie Inc.ABBV17.413.586 $-1.629.847 $19.043.433 $+3.952.162 $15.091.271 $-1.489.932 $16.581.203 $+16.581.203 $
VERIZON COMMUNICATIONS INCVZ13.685.147 $-1.080.372 $14.765.519 $+93.106 $14.672.413 $-864.521 $15.536.934 $+15.536.934 $
JOHNSON & JOHNSONJNJ13.755.850 $+753.512 $13.002.338 $+2.538.369 $10.463.969 $-376.488 $10.840.457 $+10.840.457 $
MICROSOFT CORPMSFT10.592.840 $-2.195.949 $12.788.789 $+196.304 $12.592.485 $+3.012.890 $9.579.595 $+9.579.595 $
JPMORGAN CHASE & COJPM11.173.225 $-1.275.385 $12.448.610 $+701.664 $11.746.946 $+1.485.066 $10.261.880 $+10.261.880 $
ENBRIDGE INCENB11.374.869 $-950.780 $12.325.649 $+1.180.429 $11.145.220 $+136.988 $11.008.232 $+11.008.232 $
MORGAN STANLEYMS10.879.748 $-594.365 $11.474.113 $+910.781 $10.563.332 $+1.591.409 $8.971.923 $+8.971.923 $
SCHWAB CHARLES CORPSCHW10.075.592 $-878.271 $10.953.863 $+155.181 $10.798.682 $+1.410.549 $9.388.133 $+9.388.133 $
CHEVRON CORPCVX10.893.022 $+632.424 $10.260.598 $+875.096 $9.385.502 $-1.331.382 $10.716.884 $+10.716.884 $
Medtronic plcMDT10.734.206 $-151.086 $10.885.292 $+1.073.813 $9.811.479 $-75.907 $9.887.386 $+9.887.386 $
APPFOLIO INCAPPF10.874.066 $+455.429 $10.418.637 $+1.739.788 $8.678.849 $-759.626 $9.438.475 $+9.438.475 $
EMERSON ELECTRIC COEMR10.409.831 $+6.592 $10.403.239 $-161.379 $10.564.618 $+2.180.761 $8.383.857 $+8.383.857 $
CUMMINS INCCMI9.874.931 $+525.166 $9.349.765 $+1.928.191 $7.421.574 $+414.892 $7.006.682 $+7.006.682 $
MCDONALDS CORPMCD9.124.611 $-586.137 $9.710.748 $+499.930 $9.210.818 $-543.020 $9.753.838 $+9.753.838 $
PFIZER INCPFE8.677.635 $-241.122 $8.918.757 $+546.873 $8.371.884 $-590.164 $8.962.048 $+8.962.048 $
UNITED PARCEL SERVICE INCUPS8.429.313 $+1.047.410 $7.381.903 $-1.190.394 $8.572.297 $-304.184 $8.876.481 $+8.876.481 $
Duke Energy CORPDUK8.798.929 $+16.898 $8.782.031 $+299.592 $8.482.439 $-388.956 $8.871.395 $+8.871.395 $
CATERPILLAR INCCAT8.827.473 $+593.222 $8.234.251 $+1.433.557 $6.800.694 $+1.131.762 $5.668.932 $+5.668.932 $
PROCTER & GAMBLE CoPG8.043.032 $+55.098 $7.987.934 $-258.695 $8.246.629 $-553.178 $8.799.807 $+8.799.807 $
KROGER COKR7.939.859 $-566.811 $8.506.670 $-200.749 $8.707.419 $+1.660.326 $7.047.093 $+7.047.093 $
SOUTHERN COSO7.480.559 $-843.141 $8.323.700 $+116.589 $8.207.111 $-162.288 $8.369.399 $+8.369.399 $
TARGET CORPTGT8.303.171 $+1.484.576 $6.818.595 $-86.636 $6.905.231 $+178.812 $6.726.419 $+6.726.419 $
UNILEVER PLCUL6.943.910 $+49.965 $6.893.945 $-308.334 $7.202.279 $-129.485 $7.331.764 $+7.331.764 $
GRAPHIC PACKAGING HOLDING COGPK5.036.981 $-1.031.380 $6.068.361 $-45.822 $6.114.183 $-368.496 $6.482.679 $+6.482.679 $
Public StoragePSA5.272.860 $-189.881 $5.462.741 $+28.958 $5.433.783 $-62.542 $5.496.325 $+5.496.325 $
Accenture plcACN5.142.290 $+5.142.290 $
Shell plcSHEL4.910.336 $+53.419 $4.856.917 $+291 $4.856.626 $-240.167 $5.096.793 $+5.096.793 $
BP PLCBP4.589.886 $-169.422 $4.759.308 $+464.410 $4.294.898 $-735.583 $5.030.481 $+5.030.481 $
Mastercard IncMA4.719.495 $-85.832 $4.805.327 $-95.923 $4.901.250 $+83.275 $4.817.975 $+4.817.975 $
XCEL ENERGY INCXEL4.814.047 $+4.556.854 $257.193 $+53.530 $203.663 $+203.663 $
FREEPORT-MCMORAN INCFCX4.810.834 $+1.332.081 $3.478.753 $-93.797 $3.572.550 $+938.706 $2.633.844 $+2.633.844 $
ALPHA PRO TECH LTDAPT4.448.964 $+1.128.218 $3.320.746 $+898.112 $2.422.634 $+2.422.634 $
RIO TINTO PLCRIO4.360.025 $+648.752 $3.711.273 $+531.165 $3.180.108 $+12.450 $3.167.658 $+3.167.658 $
NEXTERA ENERGY INCNEE4.352.708 $+98.290 $4.254.418 $+323.055 $3.931.363 $-9.255 $3.940.618 $+3.940.618 $
UNITEDHEALTH GROUP INCUNH3.392.329 $+3.392.329 $
NICOLET BANKSHARES INCNIC2.820.417 $-413.039 $3.233.456 $-9.774 $3.243.230 $+604.811 $2.638.419 $+2.638.419 $
Walmart Inc.WMT2.558.308 $+77.345 $2.480.963 $-22.009 $2.502.972 $-40.831 $2.543.803 $+2.543.803 $
DEERE & CODE1.996.830 $-22.887 $2.019.717 $-404.255 $2.423.972 $+124.626 $2.299.346 $+2.299.346 $
AMGEN INCAMGN1.799.223 $+237.528 $1.561.695 $-54.093 $1.615.788 $-302.737 $1.918.525 $+1.918.525 $
FASTENAL COFAST1.473.425 $-289.185 $1.762.610 $+253.034 $1.509.576 $+75.189 $1.434.387 $+1.434.387 $
EXXON MOBIL CORPXOM686.780 $-37.188 $723.968 $-181.983 $905.951 $-737.424 $1.643.375 $+1.643.375 $
PAYCHEX INCPAYX929.551 $-120.813 $1.050.364 $-224.628 $1.274.992 $-88.572 $1.363.564 $+1.363.564 $
ASTRAZENECA PLCAZN1.123.477 $+162.099 $961.378 $+83.406 $877.972 $-54.449 $932.421 $+932.421 $
COCA COLA COKO876.276 $+44.998 $831.278 $-93.449 $924.727 $-11.371 $936.098 $+936.098 $
STEEL DYNAMICS INCSTLD934.686 $+165.590 $769.096 $+50.064 $719.032 $+11.204 $707.828 $+707.828 $
COLGATE PALMOLIVE COCL666.218 $-7.756 $673.974 $-92.404 $766.378 $-69.332 $835.710 $+835.710 $
DARDEN RESTAURANTS INCDRI674.433 $-26.473 $700.906 $-101.660 $802.566 $+37.594 $764.972 $+764.972 $
WATSCO INCWSO466.339 $-93.212 $559.551 $-51.651 $611.202 $-92.285 $703.487 $+703.487 $
CENTERPOINT ENERGY INCCNP463.837 $-5.565 $469.402 $+24.921 $444.481 $+6.170 $438.311 $+438.311 $
ENTEGRIS INCENTG402.631 $-39.235 $441.866 $+56.440 $385.426 $-32.641 $418.067 $+418.067 $
Archer-Daniels-Midland CoADM395.071 $-17.254 $412.325 $+48.037 $364.288 $+31.579 $332.709 $+332.709 $
CONOCOPHILLIPSCOP350.850 $-3.673 $354.523 $+16.293 $338.230 $-57.590 $395.820 $+395.820 $
BOSTON SCIENTIFIC CORPBSX312.176 $-7.465 $319.641 $-32.019 $351.660 $+21.379 $330.281 $+330.281 $
PEPSICO INCPEP309.573 $+6.644 $302.929 $+12.837 $290.092 $+65.632 $224.460 $+224.460 $
SYSCO CORPSYY267.200 $-31.365 $298.565 $+680 $297.885 $+2.753 $295.132 $+295.132 $
3M COMMM280.495 $+8.620 $271.875 $+5.151 $266.724 $-8.345 $275.069 $+275.069 $
Constellation Energy CorpCEG276.257 $+18.924 $257.333 $+4.935 $252.398 $+252.398 $
MICRON TECHNOLOGY INCMU268.571 $+58.082 $210.489 $+210.489 $
LOCKHEED MARTIN CORPLMT253.443 $-8.143 $261.586 $+5.470 $256.116 $+9.085 $247.031 $+247.031 $
Eaton Corp plcETN210.535 $-41.710 $252.245 $+11.634 $240.611 $+240.611 $
AT&T INC.T219.905 $-5.451 $225.356 $-11.913 $237.269 $+237.269 $
NVIDIA CORPNVDA224.642 $+224.642 $
DIAGEO PLCDEO208.218 $+208.218 $
UNITED STATES ANTIMONY CORPUAMY160.389 $-37.701 $198.090 $+128.439 $69.651 $-639 $70.290 $+70.290 $
BLACKBERRY LtdBB105.711 $+18.696 $87.015 $+87.015 $
554.008.188 $+9.645.632 $544.807.103 $+34.117.289 $510.591.862 $+10.040.525 $504.355.547 $+504.355.547 $
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