Investments: High Net Worth Advisory Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
350.653.506 $+12.776.905 $338.482.095 $+338.482.095 $
BANK OF AMERICA CORP /DE/BAC226.763.246 $+8.819.499 $217.943.747 $+217.943.747 $
NVIDIA CORPNVDA20.809.267 $+74.212 $20.735.055 $+20.735.055 $
APPFOLIO INCAPPF14.448.358 $+758.384 $13.689.974 $+13.689.974 $
AbbVie Inc.ABBV10.396.626 $-142.639 $10.539.265 $+10.539.265 $
MICROSOFT CORPMSFT6.049.219 $-518.187 $6.567.406 $+6.567.406 $
AMAZON COM INCAMZN6.420.951 $+389.144 $6.031.807 $+6.031.807 $
ALPHA PRO TECH LTDAPT5.587.982 $+1.375.786 $4.212.196 $+4.212.196 $
AMGEN INCAMGN4.938.719 $+681.230 $4.257.489 $+4.257.489 $
Parker-Hannifin CorpPH4.125.838 $+567.082 $3.558.756 $+3.558.756 $
BlackRock, Inc.BLK4.111.444 $+201.019 $3.910.425 $+3.910.425 $
PEPSICO INCPEP3.779.320 $-9.478 $3.788.798 $+3.788.798 $
JPMORGAN CHASE & COJPM3.624.085 $+409.143 $3.214.942 $+3.214.942 $
EXXON MOBIL CORPXOM3.388.425 $+413.867 $2.974.558 $+2.974.558 $
HUBSPOT INCHUBS2.576.346 $-510.666 $3.087.012 $+3.087.012 $
Walmart Inc.WMT2.734.760 $+187.755 $2.547.005 $+2.547.005 $
ELI LILLY & CoLLY2.573.032 $+441.717 $2.131.315 $+2.131.315 $
SPS COMMERCE INCSPSC1.758.824 $+181.248 $1.577.576 $+1.577.576 $
CHEVRON CORPCVX1.638.901 $+171.275 $1.467.626 $+1.467.626 $
CATERPILLAR INCCAT1.620.222 $+235.064 $1.385.158 $+1.385.158 $
PROCTER & GAMBLE CoPG1.564.756 $+93.690 $1.471.066 $+1.471.066 $
SOUTHERN COSO1.384.266 $-120.171 $1.504.437 $+1.504.437 $
JOHNSON & JOHNSONJNJ1.459.346 $+111.220 $1.348.126 $+1.348.126 $
COCA COLA COKO1.361.917 $+69.937 $1.291.980 $+1.291.980 $
RTX CorpRTX1.312.486 $+116.389 $1.196.097 $+1.196.097 $
GOLDMAN SACHS GROUP INCGS1.271.908 $+100.978 $1.170.930 $+1.170.930 $
BERKSHIRE HATHAWAY INCBRK-B935.934 $-301.812 $1.237.746 $+1.237.746 $
Medtronic plcMDT1.169.605 $+10.006 $1.159.599 $+1.159.599 $
Trane Technologies plcTT1.005.693 $-84.652 $1.090.345 $+1.090.345 $
Constellation Energy CorpCEG1.067.229 $+61.591 $1.005.638 $+1.005.638 $
Eaton Corp plcETN700.722 $-122.628 $823.350 $+823.350 $
Duke Energy CORPDUK675.591 $-145.358 $820.949 $+820.949 $
BOEING COBA435.326 $-217.560 $652.886 $+652.886 $
Nebius Group N.V.NBIS466.153 $-157.844 $623.997 $+623.997 $
ORACLE CORPORCL392.549 $-201.992 $594.541 $+594.541 $
NETFLIX INCNFLX246.589 $-338.484 $585.073 $+585.073 $
Walt Disney CoDIS533.051 $-12.924 $545.975 $+545.975 $
MCDONALDS CORPMCD488.514 $-47.296 $535.810 $+535.810 $
VERIZON COMMUNICATIONS INCVZ464.851 $-42.508 $507.359 $+507.359 $
ARGENX SEARGX504.570 $+62.034 $442.536 $+442.536 $
Mastercard IncMA483.739 $+2.147 $481.592 $+481.592 $
FASTENAL COFAST352.823 $-78.337 $431.160 $+431.160 $
UNITEDHEALTH GROUP INCUNH405.322 $+16.242 $389.080 $+389.080 $
CARDINAL HEALTH INCCAH390.450 $+60.834 $329.616 $+329.616 $
NOVARTIS AGNVS383.141 $+26.762 $356.379 $+356.379 $
CSX CORPCSX381.423 $+7.787 $373.636 $+373.636 $
NEXTERA ENERGY INCNEE379.493 $+10.614 $368.879 $+368.879 $
Zoetis Inc.ZTS279.516 $-45.541 $325.057 $+325.057 $
CYTOKINETICS INCCYTK317.700 $+42.900 $274.800 $+274.800 $
LOCKHEED MARTIN CORPLMT278.110 $-18.920 $297.030 $+297.030 $
ADVANCED MICRO DEVICES INCAMD293.399 $+7.031 $286.368 $+286.368 $
AT&T INC.T254.113 $-36.561 $290.674 $+290.674 $
ISHARES GOLD TRUSTIAU270.215 $+27.964 $242.251 $+242.251 $
UNITED PARCEL SERVICE INCUPS211.374 $-52.581 $263.955 $+263.955 $
GENERAL ELECTRIC COGE261.329 $+6.304 $255.025 $+255.025 $
NATIONAL GRID PLCNGG248.216 $+15.018 $233.198 $+233.198 $
TARGET CORPTGT218.178 $+218.178 $
3M COMMM212.453 $+6.529 $205.924 $+205.924 $
MCCORMICK & CO INCMKC212.231 $+3.739 $208.492 $+208.492 $
Palo Alto Networks IncPANW202.602 $+202.602 $
KROGER COKR202.230 $+202.230 $
PALATIN TECHNOLOGIES INCPTNT200.662 $+200.662 $
GERON CORPGERN33.660 $-1.275 $34.935 $+34.935 $
350.653.506 $+12.776.905 $338.482.095 $+338.482.095 $
Erweiterte Einstellungen ×