Investments: Long Run 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. ($)
511.291.848 $+21.011.586 $490.904.998 $+31.889.895 $459.216.062 $+35.404.202 $424.265.024 $+424.265.024 $
BANK OF AMERICA CORP /DE/BAC344.761.880 $+14.544.291 $330.217.589 $+23.061.508 $307.156.081 $+24.449.586 $282.706.495 $+282.706.495 $
BlackRock, Inc.BLK101.188.665 $+3.598.338 $97.590.327 $+8.348.864 $89.241.463 $+5.591.904 $83.649.559 $+83.649.559 $
NVIDIA CORPNVDA9.986.911 $+449.488 $9.537.423 $-562.738 $10.100.161 $+2.302.374 $7.797.787 $+7.797.787 $
APPFOLIO INCAPPF7.671.934 $+483.933 $7.188.001 $+516.586 $6.671.415 $-267.201 $6.938.616 $+6.938.616 $
MICROSOFT CORPMSFT6.556.320 $-299.155 $6.855.475 $-273.597 $7.129.072 $+1.068.005 $6.061.067 $+6.061.067 $
JPMORGAN CHASE & COJPM5.856.353 $+302.207 $5.554.146 $+14.026 $5.540.120 $+196.218 $5.343.902 $+5.343.902 $
ALPHA PRO TECH LTDAPT5.710.942 $+1.181.468 $4.529.474 $+153.012 $4.376.462 $+657.038 $3.719.424 $+3.719.424 $
AMAZON COM INCAMZN4.589.394 $+246.080 $4.343.314 $-14.430 $4.357.744 $+498.510 $3.859.234 $+3.859.234 $
Palo Alto Networks IncPANW3.670.369 $-334.429 $4.004.798 $+73.050 $3.931.748 $+455.299 $3.476.449 $+3.476.449 $
BOSTON SCIENTIFIC CORPBSX3.835.358 $-32.645 $3.868.003 $-58.799 $3.926.802 $+175.781 $3.751.021 $+3.751.021 $
MORGAN STANLEYMS2.058.816 $+283.351 $1.775.465 $+44.943 $1.730.522 $+173.121 $1.557.401 $+1.557.401 $
UNITED PARCEL SERVICE INCUPS1.870.338 $+287.959 $1.582.379 $+76.466 $1.505.913 $+155.280 $1.350.633 $+1.350.633 $
AT&T INC.T1.681.038 $-148.376 $1.829.414 $+67.436 $1.761.978 $-2.967 $1.764.945 $+1.764.945 $
PFIZER INCPFE1.722.093 $-20.648 $1.742.741 $+175.751 $1.566.990 $+91.296 $1.475.694 $+1.475.694 $
Hewlett Packard Enterprise CoHPE1.676.825 $+6.602 $1.670.223 $-64.410 $1.734.633 $+362.416 $1.372.217 $+1.372.217 $
EXXON MOBIL CORPXOM1.478.277 $+109.421 $1.368.856 $+124.438 $1.244.418 $-351.726 $1.596.144 $+1.596.144 $
UNILEVER PLCUL1.572.739 $-2.462 $1.575.201 $+113.994 $1.461.207 $-1.000 $1.462.207 $+1.462.207 $
BERKSHIRE HATHAWAY INCBRK-B1.196.810 $-717 $1.197.527 $+40.423 $1.157.104 $-98.720 $1.255.824 $+1.255.824 $
GARMIN LTDGRMN239.364 $-417.124 $656.488 $-224.040 $880.528 $+880.528 $
PROCTER & GAMBLE CoPG219.598 $-35.689 $255.287 $-337.899 $593.186 $-179.919 $773.105 $+773.105 $
Walmart Inc.WMT703.651 $+33.053 $670.598 $+24.758 $645.840 $+117.855 $527.985 $+527.985 $
FISERV INCFISV385.372 $-186.857 $572.229 $-87.832 $660.061 $+660.061 $
Bloom Energy CorpBE547.233 $+6.154 $541.079 $+541.079 $
ELI LILLY & CoLLY457.556 $+243.401 $214.155 $-4.552 $218.707 $-12.922 $231.629 $+231.629 $
SUN LIFE FINANCIAL INCSLF351.151 $+14.848 $336.303 $-32.912 $369.215 $+53.774 $315.441 $+315.441 $
CHEVRON CORPCVX347.014 $+27.875 $319.139 $+40.706 $278.433 $-23.911 $302.344 $+302.344 $
ASTRAZENECA PLCAZN297.878 $+38.928 $258.950 $-77.316 $336.266 $+89.597 $246.669 $+246.669 $
COCA COLA COKO302.104 $+2.556 $299.548 $-24.035 $323.583 $+67.392 $256.191 $+256.191 $
AbbVie Inc.ABBV263.543 $-1.822 $265.365 $+54.207 $211.158 $-25.186 $236.344 $+236.344 $
CITIGROUP INCC259.799 $+29.949 $229.850 $+229.850 $
MCDONALDS CORPMCD217.922 $-8.168 $226.090 $+9.925 $216.165 $-26.779 $242.944 $+242.944 $
GENERAL ELECTRIC COGE239.337 $+5.795 $233.542 $+233.542 $
Walt Disney CoDIS236.898 $+236.898 $
UNITEDHEALTH GROUP INCUNH216.266 $+216.266 $
Trane Technologies plcTT200.959 $+200.959 $
511.291.848 $+21.011.586 $490.904.998 $+31.889.895 $459.216.062 $+35.404.202 $424.265.024 $+424.265.024 $
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