Investments: Consilium Wealth Advisory, 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. ($)
217.169.160 $+12.344.022 $210.032.089 $+18.392.350 $192.536.123 $+34.996.514 $160.400.438 $+160.400.438 $
BANK OF AMERICA CORP /DE/BAC107.204.953 $+3.886.378 $103.318.575 $+4.779.367 $98.539.208 $+16.636.124 $81.903.084 $+81.903.084 $
Trane Technologies plcTT17.631.233 $-1.609.349 $19.240.582 $-754.698 $19.995.280 $+17.655.741 $2.339.539 $+2.339.539 $
APPFOLIO INCAPPF18.864.054 $+1.231.305 $17.632.749 $+3.104.101 $14.528.648 $-1.313.874 $15.842.522 $+15.842.522 $
NVIDIA CORPNVDA12.710.992 $-48.586 $12.759.578 $+1.367.208 $11.392.370 $+4.048.517 $7.343.853 $+7.343.853 $
ALPHA PRO TECH LTDAPT8.899.269 $+2.620.095 $6.279.174 $+2.090.067 $4.189.107 $+244.967 $3.944.140 $+3.944.140 $
MICROSOFT CORPMSFT7.661.994 $-494.480 $8.156.474 $+702.463 $7.454.011 $+1.815.341 $5.638.670 $+5.638.670 $
SPS COMMERCE INCSPSC313.121 $-107.714 $420.835 $-6.171.375 $6.592.210 $+6.592.210 $
AMAZON COM INCAMZN5.502.056 $+371.803 $5.130.253 $-115.581 $5.245.834 $+497.135 $4.748.699 $+4.748.699 $
iShares Bitcoin Trust ETFIBIT4.554.680 $+4.554.680 $
JPMORGAN CHASE & COJPM3.952.370 $+114.651 $3.837.719 $+660.302 $3.177.417 $+498.720 $2.678.697 $+2.678.697 $
ELI LILLY & CoLLY3.611.218 $+1.020.920 $2.590.298 $+226.819 $2.363.479 $-392.413 $2.755.892 $+2.755.892 $
MORGAN STANLEYMS3.317.285 $+3.317.285 $
GENERAL ELECTRIC COGE3.052.720 $+100.149 $2.952.571 $-7.510 $2.960.081 $+751.819 $2.208.262 $+2.208.262 $
UNITEDHEALTH GROUP INCUNH775.098 $-35.666 $810.764 $-5.973 $816.737 $-1.894.969 $2.711.706 $+2.711.706 $
Walmart Inc.WMT2.488.533 $+235.293 $2.253.240 $+80.819 $2.172.421 $+125.086 $2.047.335 $+2.047.335 $
CITIGROUP INCC1.758.866 $+243.429 $1.515.437 $+167.258 $1.348.179 $-433.593 $1.781.772 $+1.781.772 $
RTX CorpRTX1.703.030 $+164.426 $1.538.604 $+549.091 $989.513 $+249.996 $739.517 $+739.517 $
MICRON TECHNOLOGY INCMU1.545.788 $+646.439 $899.349 $+236.878 $662.471 $+192.628 $469.843 $+469.843 $
BlackRock, Inc.BLK1.523.917 $-12.720 $1.536.637 $+200.760 $1.335.877 $+886.557 $449.320 $+449.320 $
AMGEN INCAMGN1.298.245 $+177.722 $1.120.523 $+13.783 $1.106.740 $-380.364 $1.487.104 $+1.487.104 $
BOSTON SCIENTIFIC CORPBSX1.107.967 $+6.798 $1.101.169 $-345.214 $1.446.383 $+100.039 $1.346.344 $+1.346.344 $
BERKSHIRE HATHAWAY INCBRK-B1.225.963 $+18.884 $1.207.079 $-134.132 $1.341.211 $-86.636 $1.427.847 $+1.427.847 $
JOHNSON & JOHNSONJNJ1.088.408 $+113.480 $974.928 $+167.123 $807.805 $-567.622 $1.375.427 $+1.375.427 $
ORACLE CORPORCL857.626 $-224.117 $1.081.743 $+1.081.743 $
GOLDMAN SACHS GROUP INCGS1.034.805 $+1.034.805 $
CHEVRON CORPCVX878.496 $+31.111 $847.385 $+99.624 $747.761 $-262.872 $1.010.633 $+1.010.633 $
INTUITIVE SURGICAL INCISRG974.878 $+974.878 $
Mastercard IncMA934.897 $+3.426 $931.471 $-14.002 $945.473 $+17.740 $927.733 $+927.733 $
PALATIN TECHNOLOGIES INCPTNT932.299 $+1.957 $930.342 $+186.853 $743.489 $+743.489 $
ADVANCED MICRO DEVICES INCAMD782.326 $+201.176 $581.150 $+112.738 $468.412 $+468.412 $
NETFLIX INCNFLX548.308 $-117.093 $665.401 $-80.494 $745.895 $+247.924 $497.971 $+497.971 $
STATE STREET CORPSTT744.281 $+744.281 $
Booking Holdings Inc.BKNG733.260 $+81.030 $652.230 $+75.182 $577.048 $+122.933 $454.115 $+454.115 $
BOEING COBA669.164 $+36.135 $633.029 $-44.381 $677.410 $+95.834 $581.576 $+581.576 $
LINDE PLCLIN635.973 $-21.813 $657.786 $+31.341 $626.445 $+11.580 $614.865 $+614.865 $
EXXON MOBIL CORPXOM582.414 $-51.817 $634.231 $+634.231 $
CATERPILLAR INCCAT611.825 $+102.229 $509.596 $+89.774 $419.822 $+56.982 $362.840 $+362.840 $
LAM RESEARCH CORPLRCX605.977 $+131.971 $474.006 $+129.422 $344.584 $+87.226 $257.358 $+257.358 $
PROCTER & GAMBLE CoPG458.019 $-33.046 $491.065 $-2.190 $493.255 $-34.365 $527.620 $+527.620 $
AbbVie Inc.ABBV456.979 $-6.100 $463.079 $+91.840 $371.239 $-71.198 $442.437 $+442.437 $
MCDONALDS CORPMCD426.965 $+2.431 $424.534 $+34.779 $389.755 $-26.947 $416.702 $+416.702 $
Eaton Corp plcETN263.726 $-46.153 $309.879 $-8.913 $318.792 $+58.379 $260.413 $+260.413 $
DEERE & CODE274.686 $+4.903 $269.783 $-30.226 $300.009 $+19.338 $280.671 $+280.671 $
AMERICAN EXPRESS COAXP287.821 $+29.401 $258.420 $+10.254 $248.166 $+38.845 $209.321 $+209.321 $
Palo Alto Networks IncPANW209.804 $-32.707 $242.511 $-25.158 $267.669 $+38.329 $229.340 $+229.340 $
NEXTERA ENERGY INCNEE221.555 $+14.622 $206.933 $+206.933 $
Allegion plcALLE215.480 $+215.480 $
217.169.160 $+12.344.022 $210.032.089 $+18.392.350 $192.536.123 $+34.996.514 $160.400.438 $+160.400.438 $
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