Investments: Guardian 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. ($)
141.633.967 $+1.777.203 $140.354.449 $+6.934.942 $133.809.832 $+10.122.464 $123.948.125 $+123.948.125 $
BANK OF AMERICA CORP /DE/BAC125.290.968 $+2.021.662 $123.269.306 $+7.188.228 $116.081.078 $+11.478.198 $104.602.880 $+104.602.880 $
BlackRock, Inc.BLK260.231 $-2.264.103 $2.524.334 $-467.825 $2.992.159 $+2.992.159 $
AbbVie Inc.ABBV1.172.062 $-166.146 $1.338.208 $+229.801 $1.108.407 $-180.636 $1.289.043 $+1.289.043 $
JOHNSON & JOHNSONJNJ1.204.346 $+41.759 $1.162.587 $+218.794 $943.793 $-72.798 $1.016.591 $+1.016.591 $
CARDINAL HEALTH INCCAH1.114.385 $+155.832 $958.553 $-161.075 $1.119.628 $+190.675 $928.953 $+928.953 $
CHEVRON CORPCVX871.163 $-96.902 $968.065 $+90.385 $877.680 $-121.746 $999.426 $+999.426 $
APPFOLIO INCAPPF960.891 $+8.317 $952.574 $+388.148 $564.426 $-233.246 $797.672 $+797.672 $
EXXON MOBIL CORPXOM792.582 $-23.139 $815.721 $+31.989 $783.732 $-74.750 $858.482 $+858.482 $
PROCTER & GAMBLE CoPG783.304 $-10.796 $794.100 $+72.448 $721.652 $-9.321 $730.973 $+730.973 $
3M COMMM555.538 $+17.072 $538.466 $-4.021 $542.487 $-150.744 $693.231 $+693.231 $
PEPSICO INCPEP690.393 $+17.217 $673.176 $+70.796 $602.380 $-70.534 $672.914 $+672.914 $
CONSOLIDATED EDISON INCED469.014 $-74.474 $543.488 $-25.150 $568.638 $-89.932 $658.570 $+658.570 $
GRACO INCGGG620.567 $-22.636 $643.203 $-7.646 $650.849 $+22.632 $628.217 $+628.217 $
MICROSOFT CORPMSFT594.653 $-48.907 $643.560 $+72.806 $570.754 $+130.705 $440.049 $+440.049 $
FASTENAL COFAST509.440 $-114.391 $623.831 $+123.103 $500.728 $+227.203 $273.525 $+273.525 $
EMERSON ELECTRIC COEMR572.228 $-6.218 $578.446 $-22.436 $600.882 $+110.176 $490.706 $+490.706 $
FACTSET RESEARCH SYSTEMS INCFDS566.161 $+49.333 $516.828 $+293.635 $223.193 $+223.193 $
UNITEDHEALTH GROUP INCUNH280.314 $-16.697 $297.011 $+28.669 $268.342 $-292.150 $560.492 $+560.492 $
SYSCO CORPSYY469.589 $-78.288 $547.877 $+44.235 $503.642 $+937 $502.705 $+502.705 $
ALPHA PRO TECH LTDAPT534.195 $+283.338 $250.857 $+250.857 $
GENUINE PARTS COGPC480.063 $-37.620 $517.683 $+83.431 $434.252 $+13.539 $420.713 $+420.713 $
PRICE T ROWE GROUP INCTROW445.747 $-62.067 $507.814 $+507.814 $
AMAZON COM INCAMZN252.286 $-43.694 $295.980 $+84.269 $211.711 $-285.819 $497.530 $+497.530 $
TARGET CORPTGT460.019 $+61.503 $398.516 $-7.150 $405.666 $-16.294 $421.960 $+421.960 $
Walmart Inc.WMT419.170 $+29.946 $389.224 $+8.118 $381.106 $+27.181 $353.925 $+353.925 $
CINTAS CORPCTAS209.902 $-59.803 $269.705 $-26.450 $296.155 $-88.516 $384.671 $+384.671 $
Medtronic plcMDT274.925 $-76.344 $351.269 $+29.764 $321.505 $-22.219 $343.724 $+343.724 $
MCDONALDS CORPMCD290.324 $-16.750 $307.074 $+12.639 $294.435 $-45.303 $339.738 $+339.738 $
BERKSHIRE HATHAWAY INCBRK-B281.484 $-50 $281.534 $-16.243 $297.777 $-31.890 $329.667 $+329.667 $
PENTAIR plcPNR270.403 $-20.005 $290.408 $+3.223 $287.185 $+41.299 $245.886 $+245.886 $
COCA COLA COKO223.614 $+11.862 $211.752 $-20.627 $232.379 $-43.878 $276.257 $+276.257 $
AFLAC INCAFL206.972 $-2.685 $209.657 $-51.100 $260.757 $+260.757 $
BOSTON SCIENTIFIC CORPBSX213.012 $-5.093 $218.105 $-21.849 $239.954 $+14.588 $225.366 $+225.366 $
SPS COMMERCE INCSPSC237.454 $+237.454 $
SHERWIN WILLIAMS COSHW205.335 $+1.806 $203.529 $+203.529 $
141.633.967 $+1.777.203 $140.354.449 $+6.934.942 $133.809.832 $+10.122.464 $123.948.125 $+123.948.125 $
Erweiterte Einstellungen ×