Investments: Fortitude Advisory Group L.L.C.

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. ($)
187.769.185 $+23.193.695 $165.490.824 $+11.438.955 $155.392.211 $+33.512.029 $122.092.233 $+122.092.233 $
BANK OF AMERICA CORP /DE/BAC95.249.449 $+21.931.616 $73.317.833 $+3.864.911 $69.452.922 $+14.726.072 $54.726.850 $+54.726.850 $
NVIDIA CORPNVDA23.714.255 $+38.342 $23.675.913 $+2.074.232 $21.601.681 $+6.902.181 $14.699.500 $+14.699.500 $
MICROSOFT CORPMSFT13.199.596 $-983.898 $14.183.494 $+647.663 $13.535.831 $+3.348.393 $10.187.438 $+10.187.438 $
APPFOLIO INCAPPF7.011.931 $+83.367 $6.928.564 $+989.991 $5.938.573 $+187.312 $5.751.261 $+5.751.261 $
AMAZON COM INCAMZN5.948.924 $-56.316 $6.005.240 $-188.140 $6.193.380 $+1.316.150 $4.877.230 $+4.877.230 $
ALPHA PRO TECH LTDAPT4.158.215 $+1.107.608 $3.050.607 $+780.204 $2.270.403 $+149.028 $2.121.375 $+2.121.375 $
PACCAR INCPCAR3.426.239 $+370.847 $3.055.392 $+57.105 $2.998.287 $+246.410 $2.751.877 $+2.751.877 $
BERKSHIRE HATHAWAY INCBRK-B3.007.819 $+49.427 $2.958.392 $-868 $2.959.260 $-135.616 $3.094.876 $+3.094.876 $
MICRON TECHNOLOGY INCMU2.738.224 $+1.137.474 $1.600.750 $+748.476 $852.274 $+623.208 $229.066 $+229.066 $
JPMORGAN CHASE & COJPM2.385.314 $-1.781 $2.387.095 $-53.005 $2.440.100 $+445.076 $1.995.024 $+1.995.024 $
ORACLE CORPORCL710.198 $-1.076.282 $1.786.480 $+426.054 $1.360.426 $+604.140 $756.286 $+756.286 $
Walmart Inc.WMT1.489.034 $+27.813 $1.461.221 $+86.289 $1.374.932 $+142.565 $1.232.367 $+1.232.367 $
BlackRock, Inc.BLK1.408.924 $+193.683 $1.215.241 $+185.219 $1.030.022 $+226.888 $803.134 $+803.134 $
Skeena Resources LtdSKE1.400.070 $+393.976 $1.006.094 $+812.029 $194.065 $+194.065 $
MORGAN STANLEYMS1.354.170 $+145.916 $1.208.254 $-173.644 $1.381.898 $+328.917 $1.052.981 $+1.052.981 $
AbbVie Inc.ABBV1.164.441 $-28.909 $1.193.350 $+229.737 $963.613 $+68.321 $895.292 $+895.292 $
ELI LILLY & CoLLY1.011.773 $+391.100 $620.673 $-352.542 $973.215 $+15.299 $957.916 $+957.916 $
GOLAR LNG LTDGLNG404.100 $-533.220 $937.320 $+666.265 $271.055 $+271.055 $
DEERE & CODE479.537 $+3.987 $475.550 $-379.441 $854.991 $+252.842 $602.149 $+602.149 $
HP INCHPQ334.980 $-483.826 $818.806 $+83.294 $735.512 $+29.769 $705.743 $+705.743 $
PROCTER & GAMBLE CoPG726.108 $-40.866 $766.974 $-1.856 $768.830 $-28.294 $797.124 $+797.124 $
Hewlett Packard Enterprise CoHPE749.280 $-16.845 $766.125 $+128.208 $637.917 $+174.316 $463.601 $+463.601 $
CHEVRON CORPCVX684.985 $-15.583 $700.568 $+65.899 $634.669 $+26.449 $608.220 $+608.220 $
GENERAL ELECTRIC COGE693.068 $+21.638 $671.430 $+120.101 $551.329 $+174.022 $377.307 $+377.307 $
BOEING COBA235.792 $-454.864 $690.656 $+92.448 $598.208 $+298.724 $299.484 $+299.484 $
STARBUCKS CORPSBUX513.196 $-50.082 $563.278 $-111.498 $674.776 $+92.405 $582.371 $+582.371 $
SPS COMMERCE INCSPSC669.368 $+69.335 $600.033 $+115.963 $484.070 $+18.868 $465.202 $+465.202 $
JOHNSON & JOHNSONJNJ637.406 $+37.943 $599.463 $+112.954 $486.509 $-2.617 $489.126 $+489.126 $
Mastercard IncMA619.340 $+30.686 $588.654 $-5.253 $593.907 $+39.461 $554.446 $+554.446 $
UNITEDHEALTH GROUP INCUNH348.679 $-9.138 $357.817 $+20.499 $337.318 $-277.705 $615.023 $+615.023 $
Bank of New York Mellon CorpBK612.955 $+37.646 $575.309 $+94.248 $481.061 $+81.207 $399.854 $+399.854 $
Vertiv Holdings CoVRT598.951 $+78.333 $520.618 $+98.534 $422.084 $+158.555 $263.529 $+263.529 $
INTUITIVE SURGICAL INCISRG540.874 $+97.222 $443.652 $-145.404 $589.056 $+80.280 $508.776 $+508.776 $
NETFLIX INCNFLX467.862 $-32.088 $499.950 $-39.719 $539.669 $+116.552 $423.117 $+423.117 $
EMERSON ELECTRIC COEMR525.837 $+3.741 $522.096 $-13.624 $535.720 $+110.650 $425.070 $+425.070 $
Eaton Corp plcETN446.233 $-76.220 $522.453 $+1.248 $521.205 $+130.116 $391.089 $+391.089 $
CATERPILLAR INCCAT492.826 $+74.711 $418.115 $+145.096 $273.019 $+71.872 $201.147 $+201.147 $
Navitas Semiconductor CorpNVTS116.953 $-370.361 $487.314 $+487.314 $
GEO GROUP INCGEO479.000 $+130.160 $348.840 $+348.840 $
ADVANCED MICRO DEVICES INCAMD428.748 $+98.373 $330.375 $+18.621 $311.754 $+102.507 $209.247 $+209.247 $
AMGEN INCAMGN422.649 $+57.694 $364.955 $+21.457 $343.498 $-3.655 $347.153 $+347.153 $
RTX CorpRTX399.603 $+35.014 $364.589 $+58.843 $305.746 $+46.359 $259.387 $+259.387 $
PALATIN TECHNOLOGIES INCPTNT274.802 $-113.753 $388.555 $+84.561 $303.994 $+303.994 $
LINDE PLCLIN344.097 $-39.228 $383.325 $+6.104 $377.221 $-435 $377.656 $+377.656 $
COCA COLA COKO365.291 $+14.982 $350.309 $-26.902 $377.211 $-4.385 $381.596 $+381.596 $
LOCKHEED MARTIN CORPLMT373.877 $+11.950 $361.927 $+43.287 $318.640 $-12.931 $331.571 $+331.571 $
STRYKER CORPSYK329.327 $-15.575 $344.902 $-24.221 $369.123 $-1.121 $370.244 $+370.244 $
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB341.609 $-15.111 $356.720 $+12.364 $344.356 $+2.518 $341.838 $+341.838 $
TransDigm Group INCTDG342.144 $+38.804 $303.340 $+303.340 $
VERIZON COMMUNICATIONS INCVZ287.586 $-18.717 $306.303 $-7.636 $313.939 $-26.932 $340.871 $+340.871 $
EXXON MOBIL CORPXOM329.753 $+20.865 $308.888 $+32.708 $276.180 $+9.315 $266.865 $+266.865 $
PFIZER INCPFE276.537 $-16.149 $292.686 $-29.486 $322.172 $+28.006 $294.166 $+294.166 $
Walt Disney CoDIS283.167 $-1.817 $284.984 $-31.729 $316.713 $+96.083 $220.630 $+220.630 $
SOUTHERN COSO292.103 $-23.255 $315.358 $+4.641 $310.717 $-5.396 $316.113 $+316.113 $
MERCADOLIBRE INCMELI311.022 $+65.362 $245.660 $+245.660 $
WELLTOWER INC.WELL286.582 $+2.627 $283.955 $+12.007 $271.948 $+10.688 $261.260 $+261.260 $
TotalEnergies SETTE285.493 $+19.037 $266.456 $-9.369 $275.825 $+13.682 $262.143 $+262.143 $
Bloom Energy CorpBE281.958 $+7.528 $274.430 $+274.430 $
CITIGROUP INCC267.316 $+539 $266.777 $-3.769 $270.546 $+11.037 $259.509 $+259.509 $
Palo Alto Networks IncPANW238.723 $-25.169 $263.892 $+18.938 $244.954 $+244.954 $
LAM RESEARCH CORPLRCX251.635 $+251.635 $
abrdn Gold ETF TrustSGOL249.561 $+25.940 $223.621 $+223.621 $
iShares Bitcoin Trust ETFIBIT247.455 $+11.490 $235.965 $+235.965 $
NEXTERA ENERGY INCNEE235.542 $+14.054 $221.488 $+8.021 $213.467 $+925 $212.542 $+212.542 $
Northwest Natural Holding CoNWN235.190 $+11.331 $223.859 $+11.808 $212.051 $+212.051 $
BARCLAYS PLCBCS222.379 $+522 $221.857 $+10.983 $210.874 $+210.874 $
GOLDMAN SACHS GROUP INCGS217.404 $+217.404 $
AMEREN CORPAEE217.295 $+217.295 $
Duke Energy CORPDUK202.977 $-10.317 $213.294 $+2.241 $211.053 $-4.204 $215.257 $+215.257 $
DOVER CorpDOV211.814 $+211.814 $
Booking Holdings Inc.BKNG208.413 $+208.413 $
PIMCO INCOME STRATEGY FUNDPFL172.579 $+54.048 $118.531 $+2.505 $116.026 $+4.173 $111.853 $+111.853 $
IMMUTEP LtdIMMP46.375 $+26.531 $19.844 $-6.691 $26.535 $+26.535 $
187.769.185 $+23.193.695 $165.490.824 $+11.438.955 $155.392.211 $+33.512.029 $122.092.233 $+122.092.233 $
Erweiterte Einstellungen ×