Investments: COTTONWOOD CAPITAL 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. ($)
137.886.836 $+2.433.092 $135.102.030 $-7.376.250 $146.757.245 $+12.817.211 $134.440.229 $+134.440.229 $
BANK OF AMERICA CORP /DE/BAC91.308.047 $+1.711.472 $89.596.575 $-4.298.759 $93.895.334 $+9.231.178 $84.664.156 $+84.664.156 $
BlackRock, Inc.BLK20.994.368 $-221.901 $21.216.269 $+2.225.827 $18.990.442 $+938.866 $18.051.576 $+18.051.576 $
MORGAN STANLEYMS9.277.941 $+462.151 $8.815.790 $+973.729 $7.842.061 $+582.573 $7.259.488 $+7.259.488 $
FIRST TRUST ADVISORS LP5.562.664 $+389.309 $5.173.355 $+385.286 $4.788.069 $+502.730 $4.285.339 $+4.285.339 $
APPFOLIO INCAPPF1.718.407 $+103.415 $1.614.992 $-775.489 $2.390.481 $-102.365 $2.492.846 $+2.492.846 $
MICROSOFT CORPMSFT520.203 $-36.825 $557.028 $-1.909.767 $2.466.795 $+606.700 $1.860.095 $+1.860.095 $
AMAZON COM INCAMZN721.082 $+35.145 $685.937 $-1.209.373 $1.895.310 $+243.092 $1.652.218 $+1.652.218 $
MCDONALDS CORPMCD963.499 $+3.966 $959.533 $-180.660 $1.140.193 $-78.831 $1.219.024 $+1.219.024 $
ALPHA PRO TECH LTDAPT697.122 $+155.885 $541.237 $-597.209 $1.138.446 $+137.925 $1.000.521 $+1.000.521 $
DEERE & CODE1.040.549 $+18.573 $1.021.976 $-114.499 $1.136.475 $+87.478 $1.048.997 $+1.048.997 $
JPMORGAN CHASE & COJPM480.644 $-3.909 $484.553 $-627.722 $1.112.275 $+179.733 $932.542 $+932.542 $
Mastercard IncMA210.655 $+764 $209.891 $-860.043 $1.069.934 $+19.188 $1.050.746 $+1.050.746 $
BERKSHIRE HATHAWAY INCBRK-B866.614 $-66.999 $933.613 $+933.613 $
PROCTER & GAMBLE CoPG732.057 $-52.116 $784.173 $-39.877 $824.050 $-56.699 $880.749 $+880.749 $
CHEVRON CORPCVX571.646 $-9.162 $580.808 $-106.521 $687.329 $-113.870 $801.199 $+801.199 $
PEPSICO INCPEP632.995 $+8.248 $624.747 $-64.304 $689.051 $-93.411 $782.462 $+782.462 $
EMERSON ELECTRIC COEMR767.852 $+8.910 $758.942 $-12.439 $771.381 $+137.059 $634.322 $+634.322 $
Walmart Inc.WMT415.654 $+31.152 $384.502 $-232.178 $616.680 $+69.458 $547.222 $+547.222 $
NVIDIA CORPNVDA434.172 $-186 $434.358 $+66.557 $367.801 $+115.492 $252.309 $+252.309 $
CITIGROUP INCC432.757 $+9.087 $423.670 $+28.860 $394.810 $+8.391 $386.419 $+386.419 $
EXXON MOBIL CORPXOM203.096 $-148.618 $351.714 $-35.254 $386.968 $+386.968 $
AMERICAN EXPRESS COAXP325.480 $+51.072 $274.408 $+274.408 $
FISERV INCFISV247.408 $-68.158 $315.566 $+315.566 $
Trane Technologies plcTT307.937 $+80.179 $227.758 $+227.758 $
UNITEDHEALTH GROUP INCUNH294.871 $+294.871 $
MERCADOLIBRE INCMELI201.426 $-32.268 $233.694 $-27.669 $261.363 $+261.363 $
Eaton Corp plcETN252.749 $+252.749 $
Sony Group CorpSONY213.810 $-36.891 $250.701 $+250.701 $
ENERPAC TOOL GROUP CORPEPAC217.402 $-23.048 $240.450 $+240.450 $
UNILEVER PLCUL232.018 $-6.956 $238.974 $+238.974 $
NEXTERA ENERGY INCNEE215.202 $-4.557 $219.759 $+219.759 $
SAP SESAP217.432 $+15.028 $202.404 $+202.404 $
Accenture plcACN207.729 $-9.139 $216.868 $+216.868 $
COLGATE PALMOLIVE COCL208.888 $-6.435 $215.323 $+215.323 $
LINDE PLCLIN213.946 $+1.614 $212.332 $+212.332 $
SHERWIN WILLIAMS COSHW205.324 $+205.324 $
YUM BRANDS INCYUM200.636 $-2.044 $202.680 $+202.680 $
137.886.836 $+2.433.092 $135.102.030 $-7.376.250 $146.757.245 $+12.817.211 $134.440.229 $+134.440.229 $
Erweiterte Einstellungen ×