Investments: Carson Advisory Inc.

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. ($)
166.788.756 $+2.687.754 $164.580.343 $+26.197.237 $139.424.907 $+6.815.707 $132.609.200 $+132.609.200 $
BANK OF AMERICA CORP /DE/BAC92.891.962 $+1.723.316 $91.168.646 $+20.892.118 $70.276.528 $+3.413.561 $66.862.967 $+66.862.967 $
BERKSHIRE HATHAWAY INCBRK-B7.439.723 $+80.112 $7.359.611 $+343.149 $7.016.462 $-642.571 $7.659.033 $+7.659.033 $
SOUTHERN COSO6.227.573 $-389.135 $6.616.708 $+277.413 $6.339.295 $-42.942 $6.382.237 $+6.382.237 $
APPFOLIO INCAPPF5.089.896 $+155.723 $4.934.173 $+966.130 $3.968.043 $-503.033 $4.471.076 $+4.471.076 $
AES CORPAES4.347.451 $+333.930 $4.013.521 $+883.448 $3.130.073 $+1.355.255 $1.774.818 $+1.774.818 $
MICROSOFT CORPMSFT3.718.362 $-287.264 $4.005.626 $+166.739 $3.838.887 $+933.803 $2.905.084 $+2.905.084 $
Duke Energy CORPDUK3.624.768 $-263.759 $3.888.527 $+180.899 $3.707.628 $-124.509 $3.832.137 $+3.832.137 $
JPMORGAN CHASE & COJPM2.923.919 $-92.436 $3.016.355 $+136.656 $2.879.699 $+430.783 $2.448.916 $+2.448.916 $
AT&T INC.T1.546.867 $-217.359 $1.764.226 $-594.465 $2.358.691 $-42.115 $2.400.806 $+2.400.806 $
JOHNSON & JOHNSONJNJ2.103.413 $+121.002 $1.982.411 $+350.530 $1.631.881 $-140.513 $1.772.394 $+1.772.394 $
PROCTER & GAMBLE CoPG1.737.518 $-115.419 $1.852.937 $-76.576 $1.929.513 $-143.391 $2.072.904 $+2.072.904 $
DELTA AIR LINES, INC.DAL2.011.300 $+358.194 $1.653.106 $+208.394 $1.444.712 $+235.490 $1.209.222 $+1.209.222 $
BlackRock, Inc.BLK1.552.644 $-105.825 $1.658.469 $+109.129 $1.549.340 $+14.376 $1.534.964 $+1.534.964 $
COCA COLA COKO1.500.438 $+80.421 $1.420.017 $-227.329 $1.647.346 $+13.571 $1.633.775 $+1.633.775 $
CITIGROUP INCC1.546.143 $+75.915 $1.470.228 $+99.796 $1.370.432 $+206.196 $1.164.236 $+1.164.236 $
MICRON TECHNOLOGY INCMU1.517.732 $+293.344 $1.224.388 $+233.151 $991.237 $+253.346 $737.891 $+737.891 $
ALPHA PRO TECH LTDAPT1.503.334 $+334.861 $1.168.473 $+640.963 $527.510 $-259.962 $787.472 $+787.472 $
UNITED PARCEL SERVICE INCUPS750.357 $-104.637 $854.994 $-274.251 $1.129.245 $-219.270 $1.348.515 $+1.348.515 $
Walmart Inc.WMT1.321.338 $+153.861 $1.167.477 $+79.596 $1.087.881 $+157.941 $929.940 $+929.940 $
AFLAC INCAFL1.131.295 $-69.818 $1.201.113 $-16.581 $1.217.694 $-76.535 $1.294.229 $+1.294.229 $
NVIDIA CORPNVDA1.222.139 $-25.712 $1.247.851 $+177.624 $1.070.227 $+309.832 $760.395 $+760.395 $
VERIZON COMMUNICATIONS INCVZ1.082.360 $-113.613 $1.195.973 $-9.983 $1.205.956 $+68.818 $1.137.138 $+1.137.138 $
CHEVRON CORPCVX972.289 $-41.653 $1.013.942 $+50.651 $963.291 $-217.142 $1.180.433 $+1.180.433 $
Eaton Corp plcETN964.767 $-170.333 $1.135.100 $+42.711 $1.092.389 $+214.378 $878.011 $+878.011 $
GENERAL ELECTRIC COGE1.102.040 $+167.206 $934.834 $+136.533 $798.301 $+175.557 $622.744 $+622.744 $
BOEING COBA1.087.338 $+11.856 $1.075.482 $+31.393 $1.044.089 $+202.765 $841.324 $+841.324 $
AMAZON COM INCAMZN1.068.927 $+78.447 $990.480 $-12.132 $1.002.612 $+93.740 $908.872 $+908.872 $
PEPSICO INCPEP985.827 $-26.172 $1.011.999 $+70.012 $941.987 $-12.677 $954.664 $+954.664 $
NEXTERA ENERGY INCNEE988.714 $+59.120 $929.594 $+75.123 $854.471 $-361 $854.832 $+854.832 $
EXXON MOBIL CORPXOM966.969 $+57.891 $909.078 $+41.912 $867.166 $-120.378 $987.544 $+987.544 $
ELI LILLY & CoLLY789.890 $+229.085 $560.805 $+56.449 $504.356 $-9.360 $513.716 $+513.716 $
PG&E CorpPCG699.136 $+20.451 $678.685 $+41.548 $637.137 $-150.835 $787.972 $+787.972 $
SCHWAB CHARLES CORPSCHW655.110 $+29.113 $625.997 $+27.736 $598.261 $+84.979 $513.282 $+513.282 $
RTX CorpRTX626.550 $+138.714 $487.836 $+54.968 $432.868 $+27.096 $405.772 $+405.772 $
AbbVie Inc.ABBV616.466 $-9.850 $626.316 $+123.471 $502.845 $-11.108 $513.953 $+513.953 $
UNITEDHEALTH GROUP INCUNH266.277 $-39.508 $305.785 $+47.631 $258.154 $-359.043 $617.197 $+617.197 $
INTEL CORPINTC526.607 $+121.560 $405.047 $-20.959 $426.006 $+143.159 $282.847 $+282.847 $
STARBUCKS CORPSBUX451.308 $-1.660 $452.968 $-14.283 $467.251 $+147.355 $319.896 $+319.896 $
Viatris IncVTRS349.845 $-12.495 $362.340 $-22.097 $384.437 $-74.145 $458.582 $+458.582 $
FASTENAL COFAST303.664 $-98.072 $401.736 $-30.528 $432.264 $+32.261 $400.003 $+400.003 $
DIAGEO PLCDEO234.051 $-172.767 $406.818 $+406.818 $
Walt Disney CoDIS339.277 $-2.177 $341.454 $-65.357 $406.811 $+34.345 $372.466 $+372.466 $
CVS HEALTH CorpCVS394.181 $+12.180 $382.001 $+11.785 $370.216 $-34.048 $404.264 $+404.264 $
ANALOG DEVICES INCADI392.594 $+38.454 $354.140 $+21.405 $332.735 $+57.976 $274.759 $+274.759 $
MCDONALDS CORPMCD374.107 $+2.393 $371.714 $+14.586 $357.128 $-24.425 $381.553 $+381.553 $
QuantumScape CorpQS346.986 $-23.846 $370.832 $+222.656 $148.176 $+56.032 $92.144 $+92.144 $
ENBRIDGE INCENB333.917 $-33.095 $367.012 $+36.932 $330.080 $+10.236 $319.844 $+319.844 $
LINCOLN NATIONAL CORPLNC354.014 $+33.390 $320.624 $+40.364 $280.260 $-7.020 $287.280 $+287.280 $
ADVANCED MICRO DEVICES INCAMD347.371 $+347.371 $
ORACLE CORPORCL339.743 $+118.667 $221.076 $-1.506 $222.582 $+16.631 $205.951 $+205.951 $
NATIONAL BANKSHARES INCNKSH335.300 $+40.900 $294.400 $+22.400 $272.000 $+5.700 $266.300 $+266.300 $
CATERPILLAR INCCAT322.526 $+65.819 $256.707 $+49.791 $206.916 $+206.916 $
WEYERHAEUSER COWY241.486 $-69.409 $310.895 $+310.895 $
Kraft Heinz CoKHC234.646 $-70.671 $305.317 $+305.317 $
COLGATE PALMOLIVE COCL256.999 $-2.812 $259.811 $-35.433 $295.244 $-8.907 $304.151 $+304.151 $
PFIZER INCPFE231.819 $-34.778 $266.597 $-11.266 $277.863 $-24.266 $302.129 $+302.129 $
CONOCOPHILLIPSCOP254.792 $-2.587 $257.379 $+11.793 $245.586 $-41.715 $287.301 $+287.301 $
YUM BRANDS INCYUM262.471 $-1.249 $263.720 $+6.628 $257.092 $-15.928 $273.020 $+273.020 $
ALLSTATE CORPALL265.840 $-4.108 $269.948 $+48.561 $221.387 $+221.387 $
FREEPORT-MCMORAN INCFCX257.201 $+29.176 $228.025 $-34.849 $262.874 $+37.077 $225.797 $+225.797 $
ROYAL BANK OF CANADARY225.621 $-24.288 $249.909 $+26.751 $223.158 $+20.671 $202.487 $+202.487 $
AMERICAN EXPRESS COAXP247.127 $+31.223 $215.904 $+8.567 $207.337 $+207.337 $
Trane Technologies plcTT207.544 $-22.925 $230.469 $-14.067 $244.536 $+244.536 $
REGIONS FINANCIAL CORPRF239.139 $+6.442 $232.697 $+20.445 $212.252 $+212.252 $
EMERSON ELECTRIC COEMR224.545 $+4.506 $220.039 $-3.412 $223.451 $+223.451 $
DEERE & CODE218.298 $+16.850 $201.448 $+201.448 $
GENERAL DYNAMICS CORPGD214.346 $-2.474 $216.820 $+216.820 $
LINDE PLCLIN213.501 $+2.805 $210.696 $+1.782 $208.914 $+208.914 $
Paramount Skydance CorpPSKY188.200 $+188.200 $
166.788.756 $+2.687.754 $164.580.343 $+26.197.237 $139.424.907 $+6.815.707 $132.609.200 $+132.609.200 $
Erweiterte Einstellungen ×