Investments: WCG 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. ($)
2.731.244.308 $+1.511.580.944 $1.216.227.462 $+76.602.762 $1.146.909.675 $+157.410.255 $991.426.256 $+991.426.256 $
BANK OF AMERICA CORP /DE/BAC1.764.642.509 $+955.276.581 $809.365.928 $+35.613.008 $773.752.920 $+74.305.479 $699.447.441 $+699.447.441 $
NVIDIA CORPNVDA111.883.137 $+52.646.443 $59.236.694 $+14.549.297 $44.687.397 $+18.098.993 $26.588.404 $+26.588.404 $
BlackRock, Inc.BLK88.882.510 $+35.960.203 $52.922.307 $+2.840.407 $50.081.900 $+17.758.794 $32.323.106 $+32.323.106 $
APPFOLIO INCAPPF87.264.230 $+42.092.672 $45.171.558 $+6.629.503 $38.542.055 $-2.909.813 $41.451.868 $+41.451.868 $
ALPHA PRO TECH LTDAPT67.935.773 $+38.626.414 $29.309.359 $+8.053.729 $21.255.630 $+2.576.850 $18.678.780 $+18.678.780 $
AMAZON COM INCAMZN62.439.454 $+37.202.297 $25.237.157 $+1.390.131 $23.847.026 $+3.533.169 $20.313.857 $+20.313.857 $
MICROSOFT CORPMSFT60.232.681 $+25.954.718 $34.277.963 $+445.603 $33.832.360 $+7.744.637 $26.087.723 $+26.087.723 $
BERKSHIRE HATHAWAY INCBRK-B49.671.547 $+27.522.676 $22.148.871 $-82.725 $22.231.596 $+22.231.596 $
MORGAN STANLEYMS42.945.838 $+36.135.777 $6.810.061 $-4.030.540 $10.840.601 $+801.057 $10.039.544 $+10.039.544 $
JPMORGAN CHASE & COJPM24.099.312 $+14.397.441 $9.701.871 $+540.499 $9.161.372 $+1.343.719 $7.817.653 $+7.817.653 $
Mastercard IncMA23.257.400 $+5.529.971 $17.727.429 $+9.822.777 $7.904.652 $+871.089 $7.033.563 $+7.033.563 $
SCHWAB CHARLES CORPSCHW19.322.401 $+11.293.784 $8.028.617 $-541.969 $8.570.586 $+2.271.517 $6.299.069 $+6.299.069 $
NETFLIX INCNFLX19.004.472 $+19.004.472 $
AppLovin CorpAPP18.008.291 $+18.008.291 $
PALATIN TECHNOLOGIES INCPTNT17.197.141 $+17.197.141 $
Walmart Inc.WMT15.227.344 $+5.538.332 $9.689.012 $+770.570 $8.918.442 $+1.065.390 $7.853.052 $+7.853.052 $
ORACLE CORPORCL14.492.597 $+6.621.258 $7.871.339 $-589.812 $8.461.151 $+2.304.268 $6.156.883 $+6.156.883 $
EXXON MOBIL CORPXOM10.686.256 $+5.344.702 $5.341.554 $-303.530 $5.645.084 $-260.319 $5.905.403 $+5.905.403 $
CITIGROUP INCC3.292.832 $+1.445.308 $1.847.524 $-120.097 $1.967.621 $-8.645.340 $10.612.961 $+10.612.961 $
SPS COMMERCE INCSPSC8.174.896 $+8.174.896 $
CATERPILLAR INCCAT7.665.161 $+7.665.161 $
MICRON TECHNOLOGY INCMU7.307.748 $+5.000.358 $2.307.390 $+592.658 $1.714.732 $+1.714.732 $
Walt Disney CoDIS7.213.223 $+3.372.411 $3.840.812 $-578.195 $4.419.007 $+1.020.082 $3.398.925 $+3.398.925 $
JOHNSON & JOHNSONJNJ7.116.806 $+4.900.187 $2.216.619 $+236.180 $1.980.439 $+1.980.439 $
Sea LtdSE6.768.622 $+6.768.622 $
CAMECO CORPCCJ6.646.776 $+6.646.776 $
ANALOG DEVICES INCADI6.595.130 $+4.164.619 $2.430.511 $-445.176 $2.875.687 $+2.875.687 $
Medtronic plcMDT6.511.040 $+3.930.365 $2.580.675 $+11.322 $2.569.353 $+87.956 $2.481.397 $+2.481.397 $
Palo Alto Networks IncPANW6.228.913 $+3.711.557 $2.517.356 $+151.514 $2.365.842 $-263.222 $2.629.064 $+2.629.064 $
Vertiv Holdings CoVRT6.163.261 $+6.163.261 $
UNILEVER PLCUL6.113.085 $+3.612.794 $2.500.291 $-262.882 $2.763.173 $+179.164 $2.584.009 $+2.584.009 $
GOLDMAN SACHS GROUP INCGS2.242.690 $-3.629.461 $5.872.151 $+5.872.151 $
GENERAL DYNAMICS CORPGD5.866.764 $+5.866.764 $
STARBUCKS CORPSBUX5.692.504 $+2.890.418 $2.802.086 $-213.156 $3.015.242 $-129.133 $3.144.375 $+3.144.375 $
ISHARES GOLD TRUSTIAU5.631.374 $+980.426 $4.650.948 $+673.629 $3.977.319 $+157.953 $3.819.366 $+3.819.366 $
NOVARTIS AGNVS5.198.483 $+3.082.075 $2.116.408 $-135.134 $2.251.542 $+196.665 $2.054.877 $+2.054.877 $
CONOCOPHILLIPSCOP4.993.625 $+2.743.214 $2.250.411 $-117.687 $2.368.098 $-300.265 $2.668.363 $+2.668.363 $
Bank of New York Mellon CorpBK4.929.907 $+2.974.811 $1.955.096 $+109.443 $1.845.653 $+135.659 $1.709.994 $+1.709.994 $
PROCTER & GAMBLE CoPG3.982.076 $+605.960 $3.376.116 $-1.510.646 $4.886.762 $+115.855 $4.770.907 $+4.770.907 $
BECTON DICKINSON & COBDX4.723.746 $+2.841.391 $1.882.355 $+1.882.355 $
INTEL CORPINTC4.699.604 $+1.592.729 $3.106.875 $+1.489.544 $1.617.331 $+425.427 $1.191.904 $+1.191.904 $
LAM RESEARCH CORPLRCX4.620.824 $+2.504.732 $2.116.092 $+285.642 $1.830.450 $+340.232 $1.490.218 $+1.490.218 $
CELESTICA INCCLS4.198.549 $+4.198.549 $
abrdn Gold ETF TrustSGOL3.948.651 $+452.032 $3.496.619 $+530.566 $2.966.053 $+207.226 $2.758.827 $+2.758.827 $
AbbVie Inc.ABBV3.904.167 $+3.904.167 $
RTX CorpRTX3.869.441 $+2.051.698 $1.817.743 $+110.815 $1.706.928 $-140.285 $1.847.213 $+1.847.213 $
Constellation Energy CorpCEG3.828.776 $+3.828.776 $
CHEVRON CORPCVX3.761.029 $+2.115.626 $1.645.403 $-53.345 $1.698.748 $+1.698.748 $
MANULIFE FINANCIAL CORPMFC3.643.631 $+2.118.721 $1.524.910 $+268.201 $1.256.709 $+233.569 $1.023.140 $+1.023.140 $
PEPSICO INCPEP3.482.705 $+1.229.154 $2.253.551 $+5.499 $2.248.052 $-710.582 $2.958.634 $+2.958.634 $
GENERAL ELECTRIC COGE3.385.968 $+3.385.968 $
COCA COLA COKO3.370.706 $+1.959.491 $1.411.215 $-105.569 $1.516.784 $-9.540 $1.526.324 $+1.526.324 $
ASTRAZENECA PLCAZN3.298.742 $+3.298.742 $
VERIZON COMMUNICATIONS INCVZ3.209.200 $+748.056 $2.461.144 $+318.817 $2.142.327 $+1.076.636 $1.065.691 $+1.065.691 $
ADVANCED MICRO DEVICES INCAMD3.195.941 $+3.195.941 $
SanofiSNY2.968.504 $+1.726.023 $1.242.481 $-813.168 $2.055.649 $+193.259 $1.862.390 $+1.862.390 $
BOEING COBA2.875.317 $+2.875.317 $
COMCAST CORPCMCSA495.913 $-1.779.632 $2.275.545 $-311.357 $2.586.902 $-119.127 $2.706.029 $+2.706.029 $
Duke Energy CORPDUK2.661.229 $+1.018.174 $1.643.055 $+81.420 $1.561.635 $+1.561.635 $
PFIZER INCPFE2.170.912 $+743.367 $1.427.545 $-1.114.994 $2.542.539 $+577.720 $1.964.819 $+1.964.819 $
SOUTHERN COSO2.520.679 $+1.334.630 $1.186.049 $+85.385 $1.100.664 $+1.100.664 $
AT&T INC.T2.455.485 $+945.220 $1.510.265 $+133.150 $1.377.115 $-48.637 $1.425.752 $+1.425.752 $
ARES CAPITAL CORPARCC2.157.690 $-28.958 $2.186.648 $-157.713 $2.344.361 $+2.344.361 $
NUCOR CORPNUE2.177.332 $+2.177.332 $
DEXCOM INCDXCM2.039.888 $+2.039.888 $
DIAGEO PLCDEO1.926.836 $+1.926.836 $
FORD MOTOR COF1.896.550 $+1.896.550 $
Roblox CorpRBLX1.886.858 $+1.886.858 $
MIZUHO FINANCIAL GROUP INCMFG1.773.136 $+979.588 $793.548 $+181.344 $612.204 $+612.204 $
PATRICK INDUSTRIES INCPATK1.641.115 $+1.641.115 $
NASDAQ, INC.NDAQ1.442.348 $+1.442.348 $
ENBRIDGE INCENB1.434.592 $+945.945 $488.647 $+28.720 $459.927 $+459.927 $
BOSTON SCIENTIFIC CORPBSX1.373.217 $+1.373.217 $
EMERSON ELECTRIC COEMR1.355.799 $+1.355.799 $
iShares Bitcoin Trust ETFIBIT1.308.083 $+484.468 $823.615 $+107.704 $715.911 $+236.719 $479.192 $+479.192 $
TotalEnergies SETTE1.303.411 $+520.949 $782.462 $+56.646 $725.816 $+725.816 $
BARCLAYS PLCBCS1.268.706 $+680.293 $588.413 $-195.337 $783.750 $+72.908 $710.842 $+710.842 $
Haleon plcHLN1.186.022 $+670.896 $515.126 $-24.909 $540.035 $+540.035 $
SUN LIFE FINANCIAL INCSLF1.171.906 $+1.171.906 $
NEXTERA ENERGY INCNEE1.128.916 $+361.588 $767.328 $-41.565 $808.893 $+808.893 $
PEGASYSTEMS INCPEGA976.029 $+976.029 $
BANK OF NOVA SCOTIABNS894.971 $+894.971 $
DYNEX CAPITAL INCDX867.236 $+411.783 $455.453 $+103.432 $352.021 $+352.021 $
Monster Beverage CorpMNST865.605 $+865.605 $
CHIPOTLE MEXICAN GRILL INCCMG864.746 $+211.212 $653.534 $-188.944 $842.478 $+842.478 $
EQUITY BANCSHARES INCEQBK777.085 $+777.085 $
BP PLCBP697.371 $+697.371 $
REALTY INCOME CORPO670.847 $+670.847 $
GSK plcGSK642.603 $+642.603 $
CRISPR Therapeutics AGCRSP573.535 $+573.535 $
CSX CORPCSX547.802 $+547.802 $
FS Credit Opportunities Corp.FSCO460.931 $+85.151 $375.780 $-19.034 $394.814 $+2.199 $392.615 $+392.615 $
Navitas Semiconductor CorpNVTS327.049 $+327.049 $
Sony Group CorpSONY313.890 $+313.890 $
TELEFONICA S ATEFOF250.584 $+2.715 $247.869 $+39.281 $208.588 $+208.588 $
2.731.244.308 $+1.511.580.944 $1.216.227.462 $+76.602.762 $1.146.909.675 $+157.410.255 $991.426.256 $+991.426.256 $
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