Investments: SS&H Financial Advisors, 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. ($)
339.656 $-325.953.193 $326.091.296 $+30.171.548 $296.715.068 $+296.450.097 $265.670 $+265.670 $
BANK OF AMERICA CORP /DE/BAC86.213 $-81.503.159 $81.589.372 $+4.345.587 $77.243.785 $+77.168.126 $75.659 $+75.659 $
JPMORGAN CHASE & COJPM33.927 $-33.256.556 $33.290.483 $+2.693.381 $30.597.102 $+30.571.248 $25.854 $+25.854 $
NVIDIA CORPNVDA24.859 $-25.607.758 $25.632.617 $+3.347.120 $22.285.497 $+22.270.024 $15.473 $+15.473 $
MICROSOFT CORPMSFT20.154 $-21.939.964 $21.960.118 $+855.936 $21.104.182 $+21.087.714 $16.468 $+16.468 $
APPFOLIO INCAPPF19.891 $-18.657.496 $18.677.387 $+3.676.159 $15.001.228 $+14.983.487 $17.741 $+17.741 $
ORACLE CORPORCL9.287 $-12.109.345 $12.118.632 $+2.993.015 $9.125.617 $+9.119.688 $5.929 $+5.929 $
AbbVie Inc.ABBV11.108 $-11.291.848 $11.302.956 $+2.167.402 $9.135.554 $+9.126.987 $8.567 $+8.567 $
PROCTER & GAMBLE CoPG8.980 $-9.701.393 $9.710.373 $-830.398 $10.540.771 $+10.533.258 $7.513 $+7.513 $
AMAZON COM INCAMZN9.482 $-8.400.489 $8.409.971 $+92.457 $8.317.514 $+8.309.325 $8.189 $+8.189 $
ALPHA PRO TECH LTDAPT10.648 $-8.290.537 $8.301.185 $+2.610.821 $5.690.364 $+5.684.006 $6.358 $+6.358 $
EXXON MOBIL CORPXOM6.565 $-6.031.874 $6.038.439 $+254.322 $5.784.117 $+5.779.670 $4.447 $+4.447 $
SHERWIN WILLIAMS COSHW4.870 $-5.199.418 $5.204.288 $-777.387 $5.981.675 $+5.981.675 $
SPS COMMERCE INCSPSC5.568 $-4.988.431 $4.993.999 $+711.442 $4.282.557 $+4.279.431 $3.126 $+3.126 $
GENERAL ELECTRIC COGE4.608 $-4.495.359 $4.499.967 $+649.669 $3.850.298 $+3.847.304 $2.994 $+2.994 $
AMGEN INCAMGN5.893 $-4.312.614 $4.318.507 $+988.090 $3.330.417 $+3.326.343 $4.074 $+4.074 $
AT&T INC.T3.351 $-3.792.284 $3.795.635 $-96.978 $3.892.613 $+3.888.892 $3.721 $+3.721 $
PEPSICO INCPEP3.609 $-3.548.260 $3.551.869 $+159.629 $3.392.240 $+3.388.345 $3.895 $+3.895 $
MICRON TECHNOLOGY INCMU5.884 $-3.468.516 $3.474.400 $+915.113 $2.559.287 $+2.557.483 $1.804 $+1.804 $
LAM RESEARCH CORPLRCX4.281 $-3.431.593 $3.435.874 $+792.119 $2.643.755 $+2.641.653 $2.102 $+2.102 $
BlackRock, Inc.BLK3.669 $-3.226.435 $3.230.104 $+259.881 $2.970.223 $+2.967.210 $3.013 $+3.013 $
COLGATE PALMOLIVE COCL2.783 $-2.812.145 $2.814.928 $-385.934 $3.200.862 $+3.197.785 $3.077 $+3.077 $
JOHNSON & JOHNSONJNJ3.507 $-3.175.705 $3.179.212 $+575.435 $2.603.777 $+2.600.547 $3.230 $+3.230 $
COCA COLA COKO2.765 $-2.620.589 $2.623.354 $-175.233 $2.798.587 $+2.795.754 $2.833 $+2.833 $
VERIZON COMMUNICATIONS INCVZ2.447 $-2.771.887 $2.774.334 $+47.252 $2.727.082 $+2.724.296 $2.786 $+2.786 $
Accenture plcACN2.387 $-2.204.190 $2.206.577 $-467.891 $2.674.468 $+2.671.652 $2.816 $+2.816 $
MCKESSON CORPMCK2.789 $-2.623.847 $2.626.636 $+135.184 $2.491.452 $+2.489.164 $2.288 $+2.288 $
AFLAC INCAFL2.494 $-2.523.714 $2.526.208 $+94.722 $2.431.486 $+2.428.839 $2.647 $+2.647 $
FLUOR CORPFLR1.767 $-1.916.625 $1.918.392 $-445.155 $2.363.547 $+2.361.860 $1.687 $+1.687 $
PFIZER INCPFE2.812 $-2.160.440 $2.163.252 $+214.186 $1.949.066 $+1.947.426 $1.640 $+1.640 $
DEERE & CODE1.853 $-1.817.585 $1.819.438 $-203.844 $2.023.282 $+2.021.414 $1.868 $+1.868 $
EMERSON ELECTRIC COEMR1.911 $-1.887.081 $1.888.992 $-30.960 $1.919.952 $+1.918.878 $1.074 $+1.074 $
Mastercard IncMA1.825 $-1.905.827 $1.907.652 $+163.525 $1.744.127 $+1.742.412 $1.715 $+1.715 $
BOEING COBA2.116 $-1.815.173 $1.817.289 $+40.474 $1.776.815 $+1.775.318 $1.497 $+1.497 $
NEXTERA ENERGY INCNEE1.838 $-1.726.383 $1.728.221 $+55.659 $1.672.562 $+1.670.570 $1.992 $+1.992 $
CATERPILLAR INCCAT2.592 $-1.679.362 $1.681.954 $+313.513 $1.368.441 $+1.367.278 $1.163 $+1.163 $
Medtronic plcMDT1.717 $-1.557.458 $1.559.175 $+1.083.575 $475.600 $+475.173 $427 $+427 $
ELI LILLY & CoLLY2.186 $-1.549.756 $1.551.942 $+590.001 $961.941 $+961.004 $937 $+937 $
CHEVRON CORPCVX1.541 $-1.459.990 $1.461.531 $+128.200 $1.333.331 $+1.331.706 $1.625 $+1.625 $
RTX CorpRTX1.409 $-1.284.355 $1.285.764 $+528.796 $756.968 $+756.257 $711 $+711 $
Walmart Inc.WMT1.196 $-1.064.342 $1.065.538 $+64.368 $1.001.170 $+1.000.227 $943 $+943 $
CONOCOPHILLIPSCOP1.022 $-1.031.239 $1.032.261 $+52.928 $979.333 $+978.187 $1.146 $+1.146 $
ATMOS ENERGY CORPATO933 $-949.291 $950.224 $+69.485 $880.739 $+879.856 $883 $+883 $
DARDEN RESTAURANTS INCDRI662 $-733.176 $733.838 $-106.437 $840.275 $+839.172 $1.103 $+1.103 $
NICOLET BANKSHARES INCNIC269 $-712.233 $712.502 $-13.385 $725.887 $+725.048 $839 $+839 $
GENERAL DYNAMICS CORPGD688 $-696.657 $697.345 $+697.345 $
FEDEX CORPFDX830 $-677.124 $677.954 $+24.437 $653.517 $+652.816 $701 $+701 $
DTE ENERGY CODTE593 $-649.985 $650.578 $+41.262 $609.316 $+608.611 $705 $+705 $
Zoetis Inc.ZTS415 $-602.131 $602.546 $-39.657 $642.203 $+641.278 $925 $+925 $
MCDONALDS CORPMCD608 $-604.134 $604.742 $+23.323 $581.419 $+580.678 $741 $+741 $
ADVANCED MICRO DEVICES INCAMD1.617 $-572.738 $574.355 $+574.355 $
Viatris IncVTRS709 $-573.086 $573.795 $+34.485 $539.310 $+538.782 $528 $+528 $
SCHWAB CHARLES CORPSCHW589 $-562.589 $563.178 $+24.953 $538.225 $+537.763 $462 $+462 $
STRYKER CORPSYK492 $-517.046 $517.538 $-36.344 $553.882 $+553.361 $521 $+521 $
Eaton Corp plcETN426 $-499.947 $500.373 $+23.077 $477.296 $+476.933 $363 $+363 $
LOCKHEED MARTIN CORPLMT484 $-498.726 $499.210 $+499.210 $
FORD MOTOR COF391.327 $+391.046 $281 $+281 $
REALTY INCOME CORPO307 $-349.165 $349.472 $+17.647 $331.825 $+331.484 $341 $+341 $
GLOBAL PAYMENTS INCGPN294 $-339.919 $340.213 $+12.449 $327.764 $+327.343 $421 $+421 $
GOLDMAN SACHS GROUP INCGS352 $-318.188 $318.540 $+35.440 $283.100 $+282.881 $219 $+219 $
NETFLIX INCNFLX211 $-269.546 $269.757 $-31.548 $301.305 $+301.095 $210 $+210 $
INTEL CORPINTC330 $-300.111 $300.441 $+95.369 $205.072 $+204.853 $219 $+219 $
BERKSHIRE HATHAWAY INCBRK-B245 $-245.093 $245.338 $+8.282 $237.056 $+236.796 $260 $+260 $
BP PLCBP225 $-240.306 $240.531 $+31.619 $208.912 $+208.912 $
MCCORMICK & CO INCMKC202.440 $+202.220 $220 $+220 $
DOVER CorpDOV215 $-201.338 $201.553 $+201.553 $
RHRH358 $+358 $
BECTON DICKINSON & COBDX264 $+264 $
CDW CorpCDW225 $+225 $
STARBUCKS CORPSBUX210 $+210 $
339.656 $-325.953.193 $326.091.296 $+30.171.548 $296.715.068 $+296.450.097 $265.670 $+265.670 $
Erweiterte Einstellungen ×