Investments: Paladin Advisory 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. ($)
108.689.020 $+2.493.458 $106.557.313 $-2.594.234 $109.359.490 $+4.545.766 $104.814.504 $+104.814.504 $
BANK OF AMERICA CORP /DE/BAC82.551.967 $-499.586 $83.051.553 $-1.881.544 $84.933.097 $+5.488.628 $79.444.469 $+79.444.469 $
ALPHA PRO TECH LTDAPT4.903.988 $+1.217.774 $3.686.214 $+788.391 $2.897.823 $+351.501 $2.546.322 $+2.546.322 $
BlackRock, Inc.BLK2.875.788 $+619.052 $2.256.736 $-31.170 $2.287.906 $-2.494.092 $4.781.998 $+4.781.998 $
APPFOLIO INCAPPF4.517.769 $+416.698 $4.101.071 $+252.287 $3.848.784 $-323.484 $4.172.268 $+4.172.268 $
NVIDIA CORPNVDA1.949.112 $-836 $1.949.948 $-252.433 $2.202.381 $+508.293 $1.694.088 $+1.694.088 $
AMAZON COM INCAMZN1.930.348 $+177.301 $1.753.047 $-309.438 $2.062.485 $+241.507 $1.820.978 $+1.820.978 $
MICROSOFT CORPMSFT1.798.583 $-77.432 $1.876.015 $-53.438 $1.929.453 $+475.943 $1.453.510 $+1.453.510 $
Mastercard IncMA936.243 $-35.284 $971.527 $-533.910 $1.505.437 $+37.024 $1.468.413 $+1.468.413 $
JPMORGAN CHASE & COJPM942.494 $+64.337 $878.157 $+65.829 $812.328 $+124.997 $687.331 $+687.331 $
UNITEDHEALTH GROUP INCUNH496.816 $-22.861 $519.677 $-13.792 $533.469 $-362.144 $895.613 $+895.613 $
MICRON TECHNOLOGY INCMU849.951 $+351.672 $498.279 $+34.366 $463.913 $+136.859 $327.054 $+327.054 $
SPS COMMERCE INCSPSC620.225 $+63.914 $556.311 $+79.252 $477.059 $+26.120 $450.939 $+450.939 $
Trane Technologies plcTT317.198 $-26.699 $343.897 $-180.120 $524.017 $+120.387 $403.630 $+403.630 $
Booking Holdings Inc.BKNG361.751 $-130.334 $492.085 $+100.498 $391.587 $+391.587 $
Eaton Corp plcETN211.172 $-36.956 $248.128 $-147.774 $395.902 $+98.792 $297.110 $+297.110 $
ELI LILLY & CoLLY340.674 $+98.803 $241.871 $-5.240 $247.111 $-118.767 $365.878 $+365.878 $
Accenture plcACN153.736 $+12.434 $141.302 $-184.488 $325.790 $-14.334 $340.124 $+340.124 $
BERKSHIRE HATHAWAY INCBRK-B296.564 $+40.669 $255.895 $+8.638 $247.257 $-23.826 $271.083 $+271.083 $
RTX CorpRTX253.275 $+22.192 $231.083 $+29.429 $201.654 $+18.727 $182.927 $+182.927 $
ORACLE CORPORCL153.394 $-67.942 $221.336 $+49.274 $172.062 $+62.032 $110.030 $+110.030 $
Monster Beverage CorpMNST190.448 $+23.250 $167.198 $-42.270 $209.468 $+13.777 $195.691 $+195.691 $
GOLDMAN SACHS GROUP INCGS205.686 $+19.340 $186.346 $+20.732 $165.614 $+37.782 $127.832 $+127.832 $
MORGAN STANLEYMS205.225 $+21.467 $183.758 $+20.924 $162.834 $+27.963 $134.871 $+134.871 $
STARBUCKS CORPSBUX83.957 $-389 $84.346 $-100.105 $184.451 $-13.004 $197.455 $+197.455 $
MCKESSON CORPMCK177.183 $+10.314 $166.869 $+8.589 $158.280 $+12.914 $145.366 $+145.366 $
CSX CORPCSX114.623 $+2.340 $112.283 $-63.495 $175.778 $+17.239 $158.539 $+158.539 $
PEPSICO INCPEP123.140 $+2.642 $120.498 $-21.841 $142.339 $-19.296 $161.635 $+161.635 $
WORKIVA INCWK160.166 $+315 $159.851 $+32.739 $127.112 $-13.853 $140.965 $+140.965 $
LINDE PLCLIN152.953 $+1.154 $151.799 $+151.799 $
Parker-Hannifin CorpPH148.544 $+20.417 $128.127 $+10.086 $118.041 $+15.314 $102.727 $+102.727 $
MCDONALDS CORPMCD127.856 $+728 $127.128 $+4.903 $122.225 $+38.510 $83.715 $+83.715 $
Edwards Lifesciences CorpEW55.668 $+4.884 $50.784 $-55.269 $106.053 $+7.770 $98.283 $+98.283 $
BOEING COBA97.487 $+579 $96.908 $+2.829 $94.079 $+17.502 $76.577 $+76.577 $
PROCTER & GAMBLE CoPG80.110 $-5.780 $85.890 $-3.170 $89.060 $-6.205 $95.265 $+95.265 $
CUMMINS INCCMI80.651 $+13.917 $66.734 $-27.586 $94.320 $+4.049 $90.271 $+90.271 $
YUM BRANDS INCYUM89.406 $-426 $89.832 $+2.258 $87.574 $-5.426 $93.000 $+93.000 $
NICOLET BANKSHARES INCNIC61.162 $-5.779 $66.941 $-1.257 $68.198 $-24.800 $92.998 $+92.998 $
EXXON MOBIL CORPXOM60.651 $+3.825 $56.826 $+2.495 $54.331 $-5.610 $59.941 $+59.941 $
Walt Disney CoDIS15.928 $-102 $16.030 $-1.331 $17.361 $-41.760 $59.121 $+59.121 $
Walmart Inc.WMT53.477 $+53.477 $
DOVER CorpDOV53.105 $+7.727 $45.378 $-4.461 $49.839 $+2.054 $47.785 $+47.785 $
ROLLINS INCROL50.657 $+1.080 $49.577 $+1.959 $47.618 $+2.017 $45.601 $+45.601 $
PFIZER INCPFE35.059 $-817 $35.876 $+1.746 $34.130 $-12.901 $47.031 $+47.031 $
STRYKER CORPSYK39.716 $-2.057 $41.773 $-2.933 $44.706 $+2.642 $42.064 $+42.064 $
PALATIN TECHNOLOGIES INCPTNT35.550 $-934 $36.484 $+9.220 $27.264 $+10.384 $16.880 $+16.880 $
Otis Worldwide CorpOTIS30.835 $-1.440 $32.275 $-2.679 $34.954 $-1.476 $36.430 $+36.430 $
Bloom Energy CorpBE27.631 $-7.719 $35.350 $+25.351 $9.999 $+1.781 $8.218 $+8.218 $
DELTA AIR LINES, INC.DAL34.700 $+6.325 $28.375 $+3.785 $24.590 $+2.790 $21.800 $+21.800 $
COMCAST CORPCMCSA26.303 $-1.347 $27.650 $-3.757 $31.407 $-1.065 $32.472 $+32.472 $
LOCKHEED MARTIN CORPLMT23.620 $-3.629 $27.249 $+27.249 $
EMERSON ELECTRIC COEMR25.482 $+295 $25.187 $-412 $25.599 $+4.548 $21.051 $+21.051 $
AbbVie Inc.ABBV23.388 $+23.388 $
VERIZON COMMUNICATIONS INCVZ18.736 $-1.481 $20.217 $+313 $19.904 $-962 $20.866 $+20.866 $
EVERSOURCE ENERGYES11.042 $-625 $11.667 $+1.233 $10.434 $-10.311 $20.745 $+20.745 $
ALLIANT ENERGY CORPLNT18.593 $-686 $19.279 $+1.985 $17.294 $-1.110 $18.404 $+18.404 $
CONOCOPHILLIPSCOP15.820 $-166 $15.986 $+820 $15.166 $-2.582 $17.748 $+17.748 $
DEERE & CODE11.639 $+11.639 $
Constellation Energy CorpCEG10.245 $+702 $9.543 $+183 $9.360 $+3.513 $5.847 $+5.847 $
SCHWAB CHARLES CORPSCHW5.195 $+231 $4.964 $+220 $4.744 $+673 $4.071 $+4.071 $
AMGEN INCAMGN4.255 $+586 $3.669 $+39 $3.630 $-420 $4.050 $+4.050 $
EXELON CORPEXC3.792 $-124 $3.916 $+138 $3.778 $-231 $4.009 $+4.009 $
SAP SESAP2.433 $+2.433 $
RELX PLCRELX1.467 $+1.467 $
GENERAL ELECTRIC COGE1.287 $+1.287 $
Lloyds Banking Group plcLYG1.237 $+1.237 $
NATIONAL GRID PLCNGG893 $+893 $
Veralto CorpVLTO780 $+780 $
NatWest Group plcNWG665 $+665 $
108.689.020 $+2.493.458 $106.557.313 $-2.594.234 $109.359.490 $+4.545.766 $104.814.504 $+104.814.504 $
Erweiterte Einstellungen ×