Investments: CarsonAllaria Wealth Management, Ltd.

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. ($)
113.784.825 $+5.595.199 $108.966.692 $+5.244.075 $107.194.198 $+8.615.855 $98.587.805 $+98.587.805 $
BANK OF AMERICA CORP /DE/BAC90.607.401 $+4.563.532 $86.043.869 $+2.912.191 $83.131.678 $+7.191.498 $75.940.180 $+75.940.180 $
BlackRock, Inc.BLK7.786.765 $+214.448 $7.572.317 $+790.482 $6.781.835 $+753.903 $6.027.932 $+6.027.932 $
APPFOLIO INCAPPF3.372.795 $+209.282 $3.163.513 $+499.246 $2.664.267 $-223.165 $2.887.432 $+2.887.432 $
MICROSOFT CORPMSFT2.513.571 $-187.747 $2.701.318 $+178.174 $2.523.144 $+608.954 $1.914.190 $+1.914.190 $
ELI LILLY & CoLLY1.581.904 $+460.312 $1.121.592 $-24.299 $1.145.891 $-70.986 $1.216.877 $+1.216.877 $
BERKSHIRE HATHAWAY INCBRK-B1.260.646 $+2.288 $1.258.358 $+42.476 $1.215.882 $-117.166 $1.333.048 $+1.333.048 $
NVIDIA CORPNVDA1.082.337 $-28.443 $1.110.780 $+339.415 $771.365 $+255.763 $515.602 $+515.602 $
CATERPILLAR INCCAT822.452 $+137.757 $684.695 $+127.997 $556.698 $+83.449 $473.249 $+473.249 $
AMAZON COM INCAMZN821.719 $+40.050 $781.669 $+46.054 $735.615 $+107.186 $628.429 $+628.429 $
Walmart Inc.WMT512.331 $+39.532 $472.799 $+24.504 $448.295 $+49.511 $398.784 $+398.784 $
ENBRIDGE INCENB443.168 $-42.770 $485.938 $+44.468 $441.470 $+6.516 $434.954 $+434.954 $
JPMORGAN CHASE & COJPM413.050 $+53.989 $359.061 $+52.521 $306.540 $+306.540 $
Phillips 66PSX347.602 $+137.462 $210.140 $-25.211 $235.351 $-48.737 $284.088 $+284.088 $
EMERSON ELECTRIC COEMR340.716 $+4.311 $336.405 $-5.167 $341.572 $+61.782 $279.790 $+279.790 $
ALPHA PRO TECH LTDAPT327.963 $+76.460 $251.503 $+24.178 $227.325 $+37.630 $189.695 $+189.695 $
EXXON MOBIL CORPXOM316.599 $+6.108 $310.491 $+37.035 $273.456 $-27.797 $301.253 $+301.253 $
PFIZER INCPFE266.070 $-28.014 $294.084 $+29.664 $264.420 $-13.551 $277.971 $+277.971 $
COCA COLA COKO272.679 $+3.003 $269.676 $-18.540 $288.216 $-2.860 $291.076 $+291.076 $
VERIZON COMMUNICATIONS INCVZ216.446 $-26.872 $243.318 $+7.295 $236.023 $-16.217 $252.240 $+252.240 $
Duke Energy CORPDUK232.919 $-17.272 $250.191 $+11.075 $239.116 $-8.221 $247.337 $+247.337 $
AMGEN INCAMGN224.571 $+20.246 $204.325 $+8.370 $195.955 $-22.365 $218.320 $+218.320 $
AMEREN CORPAEE216.167 $-1.934 $218.101 $+100.424 $117.677 $-5.320 $122.997 $+122.997 $
NEXTERA ENERGY INCNEE218.004 $+13.460 $204.544 $+16.447 $188.097 $-4.195 $192.292 $+192.292 $
Medtronic plcMDT209.115 $+16.847 $192.268 $-12.762 $205.030 $+205.030 $
CONOCOPHILLIPSCOP134.441 $-55.896 $190.337 $+190.337 $
COMCAST CORPCMCSA170.333 $-12.801 $183.134 $+183.134 $
BECTON DICKINSON & COBDX130.024 $-51.226 $181.250 $+181.250 $
UNITED PARCEL SERVICE INCUPS135.408 $-45.709 $181.117 $+181.117 $
MCDONALDS CORPMCD163.002 $-11.170 $174.172 $+174.172 $
Lloyds Banking Group plcLYG154.901 $+6.961 $147.940 $+13.233 $134.707 $+134.707 $
GSK plcGSK152.575 $-802 $153.377 $+153.377 $
ROYAL BANK OF CANADARY153.124 $+21.918 $131.206 $+131.206 $
STIFEL FINANCIAL CORPSF146.045 $+14.023 $132.022 $+132.022 $
JOHNSON & JOHNSONJNJ124.243 $-10.654 $134.897 $+134.897 $
STRYKER CORPSYK124.824 $+7.642 $117.182 $+117.182 $
PROCTER & GAMBLE CoPG110.879 $-8.185 $119.064 $+119.064 $
STARBUCKS CORPSBUX101.709 $-6.011 $107.720 $+107.720 $
RTX CorpRTX104.115 $+9.717 $94.398 $+94.398 $
Walt Disney CoDIS103.934 $+21.212 $82.722 $+82.722 $
GENUINE PARTS COGPC96.360 $+1.670 $94.690 $+94.690 $
ADVANCED MICRO DEVICES INCAMD94.931 $+26.198 $68.733 $+68.733 $
CHEVRON CORPCVX80.961 $-12.908 $93.869 $+93.869 $
PEPSICO INCPEP54.559 $-36.141 $90.700 $+90.700 $
DOLLAR GENERAL CORPDG74.585 $+17.595 $56.990 $+56.990 $
BOEING COBA66.319 $+12.338 $53.981 $+53.981 $
AFLAC INCAFL57.765 $-3.862 $61.627 $+61.627 $
CSX CORPCSX59.928 $+5.915 $54.013 $+54.013 $
TARGET CORPTGT50.493 $-3.131 $53.624 $+53.624 $
ANALOG DEVICES INCADI49.104 $+6.491 $42.613 $+42.613 $
LINDE PLCLIN43.806 $+331 $43.475 $+43.475 $
Otis Worldwide CorpOTIS39.155 $-1.637 $40.792 $+40.792 $
UNITEDHEALTH GROUP INCUNH12.340 $-25.661 $38.001 $+38.001 $
Solventum CorpSOLV37.692 $-100 $37.792 $+37.792 $
Haleon plcHLN37.456 $+37.456 $
PAYCHEX INCPAYX33.497 $-2.648 $36.145 $+36.145 $
AT&T INC.T35.494 $+901 $34.593 $+34.593 $
Vertiv Holdings CoVRT35.441 $+15.514 $19.927 $+19.927 $
GENERAL DYNAMICS CORPGD33.687 $+2.204 $31.483 $+31.483 $
CUMMINS INCCMI33.231 $+1.426 $31.805 $+31.805 $
CITIGROUP INCC32.432 $+5.454 $26.978 $+26.978 $
Accenture plcACN29.889 $-1.315 $31.204 $+31.204 $
HUMANA INCHUM26.957 $-2.187 $29.144 $+29.144 $
FACTSET RESEARCH SYSTEMS INCFDS24.646 $-3.134 $27.780 $+27.780 $
AbbVie Inc.ABBV24.583 $-2.912 $27.495 $+27.495 $
Strategy IncMSTR25.466 $+7.305 $18.161 $+18.161 $
PALATIN TECHNOLOGIES INCPTNT24.401 $+19.337 $5.064 $+5.064 $
GENERAL ELECTRIC COGE23.247 $+5.175 $18.072 $+18.072 $
Kraft Heinz CoKHC16.258 $-2.903 $19.161 $+19.161 $
SPS COMMERCE INCSPSC18.899 $+1.034 $17.865 $+17.865 $
NETFLIX INCNFLX16.070 $+4.880 $11.190 $+11.190 $
ASTRAZENECA PLCAZN15.234 $-789 $16.023 $+16.023 $
FORD MOTOR COF15.906 $+1.202 $14.704 $+14.704 $
AMERICAN EXPRESS COAXP15.385 $+2.446 $12.939 $+12.939 $
YUM BRANDS INCYUM14.373 $-891 $15.264 $+15.264 $
CRISPR Therapeutics AGCRSP13.473 $-105 $13.578 $+13.578 $
EXACT SCIENCES CORPEXAS13.498 $+1.204 $12.294 $+12.294 $
Mastercard IncMA13.368 $+347 $13.021 $+13.021 $
ORACLE CORPORCL13.237 $+4.772 $8.465 $+8.465 $
Sony Group CorpSONY13.061 $+321 $12.740 $+12.740 $
METLIFE INCMET12.639 $+110 $12.529 $+12.529 $
CARNIVAL CORPCCL12.063 $+3.685 $8.378 $+8.378 $
INTEL CORPINTC11.833 $-164 $11.997 $+11.997 $
3M COMMM11.850 $+330 $11.520 $+11.520 $
Proto Labs IncPRLB11.051 $-547 $11.598 $+11.598 $
FREEPORT-MCMORAN INCFCX4.564 $-6.843 $11.407 $+11.407 $
CHART INDUSTRIES INCGTLS10.867 $+10.867 $
CVS HEALTH CorpCVS9.450 $+168 $9.282 $+9.282 $
AES CORPAES7.403 $-1.337 $8.740 $+8.740 $
Palo Alto Networks IncPANW8.186 $+1.360 $6.826 $+6.826 $
ASML HOLDING NVASML8.070 $+1.397 $6.673 $+6.673 $
ETSY INCETSY8.026 $+477 $7.549 $+7.549 $
Roblox CorpRBLX7.785 $+1.315 $6.470 $+6.470 $
QuantumScape CorpQS5.302 $-2.456 $7.758 $+7.758 $
Shell plcSHEL7.041 $-287 $7.328 $+7.328 $
KROGER COKR5.881 $+357 $5.524 $+5.524 $
DELTA AIR LINES, INC.DAL5.495 $+639 $4.856 $+4.856 $
ENTEGRIS INCENTG5.000 $-424 $5.424 $+5.424 $
BIOCRYST PHARMACEUTICALS INCBCRX4.749 $+774 $3.975 $+3.975 $
Senseonics Holdings, Inc.SENS3.354 $-1.265 $4.619 $+4.619 $
TECK RESOURCES LTDTECK4.038 $+395 $3.643 $+3.643 $
VAIL RESORTS INCMTN3.928 $-73 $4.001 $+4.001 $
AGNICO EAGLE MINES LTDAEM3.925 $+3.925 $
MANNKIND CORPMNKD2.899 $-999 $3.898 $+3.898 $
JACK IN THE BOX INCJACK3.150 $-734 $3.884 $+3.884 $
Viatris IncVTRS3.364 $+88 $3.276 $+3.276 $
DEERE & CODE3.285 $+3.285 $
CAMECO CORPCCJ2.969 $+2.969 $
IPG PHOTONICS CORPIPGP1.373 $-1.279 $2.652 $+2.652 $
AMN HEALTHCARE SERVICES INCAMN2.067 $-379 $2.446 $+2.446 $
REALTY INCOME CORPO2.275 $+16 $2.259 $+2.259 $
OLIN CorpOLN1.881 $-367 $2.248 $+2.248 $
Snap IncSNAP2.178 $+2.178 $
Canopy Growth CorpCGC1.965 $+290 $1.675 $+1.675 $
TC ENERGY CORPTRP1.952 $+1.952 $
LOCKHEED MARTIN CORPLMT1.853 $+66 $1.787 $+1.787 $
AeroVironment IncAVAV1.669 $+1.669 $
TANDEM DIABETES CARE INCTNDM1.437 $+1.437 $
Jazz Pharmaceuticals plcJAZZ849 $-144 $993 $+993 $
Aptiv PLCAPTV893 $+893 $
LEGGETT & PLATT INCLEG282 $+33 $249 $+249 $
Grayscale Bitcoin Mini Trust ETFBTC239 $+57 $182 $+182 $
IREN LtdIREN44 $+26 $18 $+18 $
PLUG POWER INCPLUG42 $+4 $38 $+38 $
AURORA CANNABIS INCACB34 $-1 $35 $+35 $
113.784.825 $+5.595.199 $108.966.692 $+5.244.075 $107.194.198 $+8.615.855 $98.587.805 $+98.587.805 $
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