Investments: EARNED 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. ($)
269.060.755 $+44.795.843 $352.418.058 $+78.986.553 $272.480.869 $+39.103.247 $238.617.792 $+238.617.792 $
BANK OF AMERICA CORP /DE/BAC253.378.153 $+36.056.802 $217.321.351 $+45.778.504 $171.542.847 $+28.145.178 $143.397.669 $+143.397.669 $
APPFOLIO INCAPPF26.460.342 $+5.616.024 $20.844.318 $-1.765.381 $22.609.699 $+22.609.699 $
MICROSOFT CORPMSFT12.762.586 $+1.426.279 $11.336.307 $+2.278.676 $9.057.631 $+9.057.631 $
NVIDIA CORPNVDA11.932.238 $+2.922.197 $9.010.041 $+2.838.888 $6.171.153 $+6.171.153 $
BERKSHIRE HATHAWAY INCBRK-B10.239.616 $+923.647 $9.315.969 $-982.336 $10.298.305 $+10.298.305 $
CITIGROUP INCC9.949.381 $+9.336.847 $612.534 $+331.047 $281.487 $-123.475 $404.962 $+404.962 $
AMAZON COM INCAMZN6.205.923 $+183.233 $6.022.690 $+193.507 $5.829.183 $+5.829.183 $
BlackRock, Inc.BLK269.662 $-5.576.651 $5.846.313 $+992.033 $4.854.280 $+566.859 $4.287.421 $+4.287.421 $
ALPHA PRO TECH LTDAPT5.131.554 $+1.762.160 $3.369.394 $+835.738 $2.533.656 $+2.533.656 $
JPMORGAN CHASE & COJPM3.230.137 $+417.351 $2.812.786 $+546.400 $2.266.386 $+2.266.386 $
MORGAN STANLEYMS2.775.128 $+454.610 $2.320.518 $+441.289 $1.879.229 $+1.879.229 $
ELI LILLY & CoLLY2.095.409 $+340.056 $1.755.353 $-465.854 $2.221.207 $+2.221.207 $
NETFLIX INCNFLX1.698.101 $-111.544 $1.809.645 $+637.120 $1.172.525 $+1.172.525 $
Walmart Inc.WMT1.720.879 $+483.527 $1.237.352 $+230.057 $1.007.295 $+1.007.295 $
LAM RESEARCH CORPLRCX1.472.233 $+437.917 $1.034.316 $+447.365 $586.951 $+586.951 $
PALATIN TECHNOLOGIES INCPTNT1.453.890 $+609.658 $844.232 $+286.626 $557.606 $+557.606 $
GENERAL ELECTRIC COGE1.430.801 $+308.817 $1.121.984 $+268.797 $853.187 $+853.187 $
JOHNSON & JOHNSONJNJ872.863 $+143.940 $728.923 $-574.489 $1.303.412 $+1.303.412 $
INTEL CORPINTC1.276.494 $+507.309 $769.185 $+539.128 $230.057 $+230.057 $
ORACLE CORPORCL1.181.815 $+381.547 $800.268 $+268.025 $532.243 $+532.243 $
Roblox CorpRBLX1.088.629 $+315.093 $773.536 $+343.181 $430.355 $+430.355 $
PEPSICO INCPEP977.764 $+454.370 $523.394 $+194.170 $329.224 $+329.224 $
PROCTER & GAMBLE CoPG969.374 $+295.586 $673.788 $+55.386 $618.402 $+618.402 $
EXXON MOBIL CORPXOM948.641 $+199.477 $749.164 $-142.496 $891.660 $+891.660 $
Mastercard IncMA943.736 $+68.197 $875.539 $+121.875 $753.664 $+753.664 $
MERCADOLIBRE INCMELI876.203 $+876.203 $
AbbVie Inc.ABBV866.279 $+285.104 $581.175 $-44.362 $625.537 $+625.537 $
GOLDMAN SACHS GROUP INCGS783.480 $+146.777 $636.703 $+181.888 $454.815 $+454.815 $
MCDONALDS CORPMCD758.408 $+103.980 $654.428 $-35.775 $690.203 $+690.203 $
Booking Holdings Inc.BKNG693.617 $-3.772 $697.389 $+170.078 $527.311 $+527.311 $
AT&T INC.T689.487 $+30.935 $658.552 $+49.001 $609.551 $+609.551 $
Medtronic plcMDT612.659 $+154.095 $458.564 $-126.371 $584.935 $+584.935 $
Walt Disney CoDIS483.212 $-17.991 $501.203 $-94.218 $595.421 $+595.421 $
PG&E CorpPCG595.001 $+423.180 $171.821 $-184.911 $356.732 $+356.732 $
UNITEDHEALTH GROUP INCUNH489.736 $+145.928 $343.808 $-242.155 $585.963 $+585.963 $
KROGER COKR556.161 $+556.161 $
COCA COLA COKO515.933 $+141.701 $374.232 $-133.037 $507.269 $+507.269 $
FEDEX CORPFDX513.762 $+278.795 $234.967 $+234.967 $
CHEVRON CORPCVX513.328 $+119.121 $394.207 $+394.207 $
WESTERN DIGITAL CORPWDC512.277 $+275.076 $237.201 $+237.201 $
MICRON TECHNOLOGY INCMU503.257 $+503.257 $
ROYAL GOLD INCRGLD273.043 $-25.394 $298.437 $-203.438 $501.875 $+501.875 $
RTX CorpRTX440.186 $+201.028 $239.158 $-246.705 $485.863 $+485.863 $
Accenture plcACN483.273 $+270.776 $212.497 $+212.497 $
XCEL ENERGY INCXEL462.731 $+90.410 $372.321 $-36.376 $408.697 $+408.697 $
COMCAST CORPCMCSA243.255 $-211.606 $454.861 $+454.861 $
CENTENE CORPCNC380.670 $-68.378 $449.048 $+449.048 $
PFIZER INCPFE435.628 $+167.606 $268.022 $-64.909 $332.931 $+332.931 $
SPS COMMERCE INCSPSC424.076 $+64.986 $359.090 $+62.882 $296.208 $+296.208 $
STARBUCKS CORPSBUX421.514 $+217.324 $204.190 $+204.190 $
MCKESSON CORPMCK420.054 $+22.373 $397.681 $+60.734 $336.947 $+336.947 $
RALPH LAUREN CORPRL412.645 $+113.680 $298.965 $+30.545 $268.420 $+268.420 $
INCYTE CORPINCY412.431 $+132.063 $280.368 $-27.165 $307.533 $+307.533 $
Palo Alto Networks IncPANW408.824 $+196.657 $212.167 $-164.740 $376.907 $+376.907 $
ADVANCED MICRO DEVICES INCAMD395.530 $+139.634 $255.896 $+255.896 $
Trane Technologies plcTT384.578 $-7.398 $391.976 $+30.171 $361.805 $+361.805 $
ROBERT HALF INC.RHI390.770 $+51.122 $339.648 $+339.648 $
Haleon plcHLN390.466 $+390.466 $
AMERICAN EXPRESS COAXP344.878 $+130.660 $214.218 $-170.567 $384.785 $+384.785 $
Vertiv Holdings CoVRT381.828 $+61.187 $320.641 $+320.641 $
GENERAL DYNAMICS CORPGD379.493 $+379.493 $
Monster Beverage CorpMNST270.578 $-100.181 $370.759 $+370.759 $
3M COMMM354.741 $+23.324 $331.417 $-38.357 $369.774 $+369.774 $
ROYAL BANK OF CANADARY356.983 $+120.927 $236.056 $+35.792 $200.264 $+200.264 $
CVS HEALTH CorpCVS355.091 $+151.224 $203.867 $-100.422 $304.289 $+304.289 $
ANALOG DEVICES INCADI353.854 $+353.854 $
AGNICO EAGLE MINES LTDAEM353.186 $+353.186 $
CIENA CORPCIEN346.695 $+346.695 $
NEUROCRINE BIOSCIENCES INCNBIX346.037 $+144.556 $201.481 $+201.481 $
Eaton Corp plcETN341.277 $+36.821 $304.456 $+51.167 $253.289 $+253.289 $
CATERPILLAR INCCAT335.957 $+335.957 $
Churchill Downs IncCHDN333.907 $+333.907 $
Phillips 66PSX324.035 $+324.035 $
VERIZON COMMUNICATIONS INCVZ323.437 $+66.722 $256.715 $+26.137 $230.578 $+230.578 $
ALLSTATE CORPALL323.124 $+323.124 $
Nu Holdings Ltd.NU322.563 $+322.563 $
SCHWAB CHARLES CORPSCHW322.069 $+322.069 $
Public StoragePSA312.253 $+312.253 $
BARRICK MINING CORPB310.919 $+310.919 $
CHUNGHWA TELECOM CO LTDCHT272.123 $-33.545 $305.668 $+305.668 $
FISERV INCFISV301.357 $+301.357 $
ISHARES GOLD TRUSTIAU299.303 $+42.816 $256.487 $-8.833 $265.320 $+265.320 $
ENBRIDGE INCENB298.932 $+298.932 $
LINDE PLCLIN297.688 $+297.688 $
INTUITIVE SURGICAL INCISRG257.820 $-36.969 $294.789 $+75.641 $219.148 $+219.148 $
CONOCOPHILLIPSCOP292.580 $+292.580 $
Duke Energy CORPDUK292.299 $+70.646 $221.653 $+12.107 $209.546 $+209.546 $
CUMMINS INCCMI291.880 $+62.897 $228.983 $+228.983 $
TELEFLEX INCTFX289.137 $+289.137 $
DOLLAR GENERAL CORPDG288.623 $+288.623 $
KLA CORPKLAC285.852 $+285.852 $
Strategy IncMSTR282.547 $+282.547 $
DEERE & CODE274.136 $-6.388 $280.524 $+280.524 $
Ferrovial SEFER280.487 $+40.897 $239.590 $+239.590 $
Snap IncSNAP277.164 $+277.164 $
Bank of New York Mellon CorpBK276.786 $+276.786 $
AngloGold Ashanti PLCAU273.460 $+273.460 $
HF Sinclair CorpDINO267.091 $+60.746 $206.345 $+206.345 $
iShares Bitcoin Trust ETFIBIT266.224 $+266.224 $
GARMIN LTDGRMN264.694 $+229 $264.465 $+264.465 $
FREEPORT-MCMORAN INCFCX237.346 $-27.198 $264.544 $+264.544 $
CARNIVAL CORPCCL262.792 $+59.569 $203.223 $-357 $203.580 $+203.580 $
MANHATTAN ASSOCIATES INCMANH261.759 $+58.167 $203.592 $+203.592 $
Zoetis Inc.ZTS235.075 $-26.561 $261.636 $+261.636 $
TWILIO INCTWLO261.607 $+261.607 $
SAP SESAP215.638 $-45.888 $261.526 $+50.532 $210.994 $+210.994 $
NEWS CORPNWSA258.164 $+18.159 $240.005 $+240.005 $
CARMAX INCKMX256.809 $+256.809 $
NEXTERA ENERGY INCNEE246.359 $+38.793 $207.566 $-48.612 $256.178 $+256.178 $
UNITED PARCEL SERVICE INCUPS235.981 $-16.401 $252.382 $+252.382 $
TotalEnergies SETTE250.579 $+24.357 $226.222 $+226.222 $
DELTA AIR LINES, INC.DAL250.023 $+250.023 $
Allegion plcALLE247.758 $+30.672 $217.086 $+217.086 $
HUBSPOT INCHUBS247.141 $+247.141 $
BOSTON SCIENTIFIC CORPBSX245.651 $+14.520 $231.131 $+231.131 $
AMGEN INCAMGN243.145 $+243.145 $
ETSY INCETSY237.693 $+237.693 $
Concentrix CorpCNXC237.214 $+2.468 $234.746 $+234.746 $
GRACO INCGGG236.359 $+236.359 $
TechnipFMC plcFTI229.717 $+229.717 $
CHIPOTLE MEXICAN GRILL INCCMG229.660 $+229.660 $
TENET HEALTHCARE CORPTHC229.232 $+229.232 $
CONSOLIDATED EDISON INCED228.237 $+228.237 $
LOCKHEED MARTIN CORPLMT224.313 $+224.313 $
Shell plcSHEL224.203 $+3.719 $220.484 $+220.484 $
BORGWARNER INCBWA221.094 $+221.094 $
GLOBAL PARTNERS LPGLP219.002 $+219.002 $
HALLIBURTON COHAL218.779 $+218.779 $
BOEING COBA217.467 $+217.467 $
AUTOZONE INCAZO217.013 $+217.013 $
SBA COMMUNICATIONS CORPSBAC216.523 $+216.523 $
NICOLET BANKSHARES INCNIC216.135 $+216.135 $
AppLovin CorpAPP214.125 $+214.125 $
WELLTOWER INC.WELL212.660 $+212.660 $
NOVARTIS AGNVS211.001 $+211.001 $
Otis Worldwide CorpOTIS209.664 $+209.664 $
EVERSOURCE ENERGYES208.982 $+208.982 $
MASTEC INCMTZ206.639 $+206.639 $
OSHKOSH CORPOSK204.850 $+204.850 $
UBS Group AGUBS204.198 $+204.198 $
MOSAIC COMOS202.011 $+202.011 $
BIOMARIN PHARMACEUTICAL INCBMRN201.043 $+201.043 $
ASTRAZENECA PLCAZN200.864 $+200.864 $
Synchrony FinancialSYF200.506 $+200.506 $
NNN REIT, INC.NNN200.377 $+200.377 $
Amcor plcAMCR84.907 $-94.253 $179.160 $+179.160 $
Huntsman CORPHUN173.611 $+173.611 $
FORD MOTOR COF156.884 $+156.884 $
TAKEDA PHARMACEUTICAL CO LTDTAK146.546 $+146.546 $
Hafnia LtdHAFN101.333 $+28.324 $73.009 $+73.009 $
JETBLUE AIRWAYS CORPJBLU89.382 $+13.284 $76.098 $-10.339 $86.437 $+86.437 $
MIZUHO FINANCIAL GROUP INCMFG85.412 $+85.412 $
PLUG POWER INCPLUG77.212 $+50.335 $26.877 $+9.276 $17.601 $+17.601 $
Lloyds Banking Group plcLYG61.204 $+14.632 $46.572 $+8.345 $38.227 $+38.227 $
TELEFONICA S ATEFOF60.645 $+4.683 $55.962 $+55.962 $
269.060.755 $+44.795.843 $352.418.058 $+78.986.553 $272.480.869 $+39.103.247 $238.617.792 $+238.617.792 $
Erweiterte Einstellungen ×