Investments: Beaumont Financial 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. ($)
1.319.361.318 $+22.463.996 $1.302.700.626 $+100.984.677 $1.201.465.766 $+103.203.339 $1.098.736.003 $+1.098.736.003 $
BANK OF AMERICA CORP /DE/BAC796.478.460 $+12.164.330 $784.314.130 $+34.833.439 $749.480.691 $+65.209.291 $684.271.400 $+684.271.400 $
ALPHA PRO TECH LTDAPT78.615.854 $+14.862.314 $63.753.540 $+17.206.843 $46.546.697 $+5.285.169 $41.261.528 $+41.261.528 $
APPFOLIO INCAPPF71.028.666 $+1.865.277 $69.163.389 $+12.241.533 $56.921.856 $-5.727.209 $62.649.065 $+62.649.065 $
MICROSOFT CORPMSFT52.401.247 $-10.922.394 $63.323.641 $-2.471.452 $65.795.093 $+15.625.508 $50.169.585 $+50.169.585 $
NVIDIA CORPNVDA38.321.832 $-602.111 $38.923.943 $+5.504.789 $33.419.154 $+9.519.991 $23.899.163 $+23.899.163 $
MORGAN STANLEYMS37.036.329 $+14.581.950 $22.454.379 $+7.457.514 $14.996.865 $+6.566.304 $8.430.561 $+8.430.561 $
AMAZON COM INCAMZN35.708.081 $+345.944 $35.362.137 $-333.490 $35.695.627 $+4.661.941 $31.033.686 $+31.033.686 $
BERKSHIRE HATHAWAY INCBRK-B29.519.730 $-384.934 $29.904.664 $+685.181 $29.219.483 $-3.384.136 $32.603.619 $+32.603.619 $
CITIGROUP INCC23.710.310 $-780.220 $24.490.530 $+8.997.760 $15.492.770 $+6.803.488 $8.689.282 $+8.689.282 $
JOHNSON & JOHNSONJNJ24.464.651 $+1.248.636 $23.216.015 $+4.050.970 $19.165.045 $-1.765.390 $20.930.435 $+20.930.435 $
MCDONALDS CORPMCD22.704.328 $+127.771 $22.576.557 $+548.191 $22.028.366 $-1.864.173 $23.892.539 $+23.892.539 $
PEPSICO INCPEP14.203.771 $-316.557 $14.520.328 $+657.805 $13.862.523 $-1.569.197 $15.431.720 $+15.431.720 $
BP PLCBP3.143.097 $-5.882.679 $9.025.776 $+1.015.954 $8.009.822 $-1.523.268 $9.533.090 $+9.533.090 $
CHEVRON CORPCVX3.540.696 $-1.795.764 $5.336.460 $+228.218 $5.108.242 $-1.308.600 $6.416.842 $+6.416.842 $
JPMORGAN CHASE & COJPM5.404.093 $-991.437 $6.395.530 $+449.076 $5.946.454 $+840.057 $5.106.397 $+5.106.397 $
BlackRock, Inc.BLK5.885.565 $-359.457 $6.245.022 $+70.266 $6.174.756 $+608.895 $5.565.861 $+5.565.861 $
Grayscale Bitcoin Mini Trust ETFBTC3.834.408 $-2.356.983 $6.191.391 $+618.154 $5.573.237 $+1.149.445 $4.423.792 $+4.423.792 $
ELI LILLY & CoLLY5.051.667 $+1.396.008 $3.655.659 $+150.361 $3.505.298 $-254.771 $3.760.069 $+3.760.069 $
Genpact LTDG3.838.224 $+963.617 $2.874.607 $+2.874.607 $
LAM RESEARCH CORPLRCX3.574.938 $+770.721 $2.804.217 $+758.033 $2.046.184 $+521.738 $1.524.446 $+1.524.446 $
GENERAL DYNAMICS CORPGD3.452.725 $-116.772 $3.569.497 $+419.851 $3.149.646 $-98.933 $3.248.579 $+3.248.579 $
PROCTER & GAMBLE CoPG2.560.341 $-318.283 $2.878.624 $-185.532 $3.064.156 $-260.276 $3.324.432 $+3.324.432 $
ORACLE CORPORCL2.162.010 $-1.012.831 $3.174.841 $+684.879 $2.489.962 $+856.491 $1.633.471 $+1.633.471 $
AMERICAN EXPRESS COAXP3.109.800 $+304.875 $2.804.925 $+51.809 $2.753.116 $+430.676 $2.322.440 $+2.322.440 $
NEXTERA ENERGY INCNEE2.823.008 $+235.094 $2.587.914 $+169.754 $2.418.160 $+72.510 $2.345.650 $+2.345.650 $
EXXON MOBIL CORPXOM2.170.557 $-145.526 $2.316.083 $-216.839 $2.532.922 $-223.736 $2.756.658 $+2.756.658 $
AbbVie Inc.ABBV1.887.661 $-679.065 $2.566.726 $+504.607 $2.062.119 $-258.134 $2.320.253 $+2.320.253 $
DEERE & CODE2.196.062 $+69.793 $2.126.269 $-258.006 $2.384.275 $+126.264 $2.258.011 $+2.258.011 $
Mastercard IncMA2.018.891 $-117.936 $2.136.827 $+7.587 $2.129.240 $+357.120 $1.772.120 $+1.772.120 $
UNITEDHEALTH GROUP INCUNH717.873 $-453.180 $1.171.053 $-32.417 $1.203.470 $-907.582 $2.111.052 $+2.111.052 $
Walmart Inc.WMT2.080.624 $+159.443 $1.921.181 $+300.511 $1.620.670 $+215.137 $1.405.533 $+1.405.533 $
Walt Disney CoDIS1.595.646 $-157.078 $1.752.724 $-191.426 $1.944.150 $-11.108 $1.955.258 $+1.955.258 $
RTX CorpRTX1.606.832 $-170.935 $1.777.767 $+224.818 $1.552.949 $+64.773 $1.488.176 $+1.488.176 $
COCA COLA COKO1.759.372 $+83.534 $1.675.838 $-12.587 $1.688.425 $-12.601 $1.701.026 $+1.701.026 $
ADVANCED MICRO DEVICES INCAMD1.540.881 $+421.941 $1.118.940 $+357.363 $761.577 $+230.514 $531.063 $+531.063 $
CARPENTER TECHNOLOGY CORPCRS1.320.124 $+46.847 $1.273.277 $-159.753 $1.433.030 $+493.612 $939.418 $+939.418 $
STRYKER CORPSYK1.331.720 $-77.462 $1.409.182 $+139.210 $1.269.972 $+55.320 $1.214.652 $+1.214.652 $
AMGEN INCAMGN1.394.486 $+206.914 $1.187.572 $+13.454 $1.174.118 $-158.738 $1.332.856 $+1.332.856 $
FASTENAL COFAST816.405 $-508.656 $1.325.061 $+431.301 $893.760 $+100.656 $793.104 $+793.104 $
SPS COMMERCE INCSPSC1.150.092 $-93.698 $1.243.790 $+174.142 $1.069.648 $+120.515 $949.133 $+949.133 $
CATERPILLAR INCCAT1.107.919 $+189.601 $918.318 $+151.762 $766.556 $+122.922 $643.634 $+643.634 $
LOCKHEED MARTIN CORPLMT677.617 $-289.377 $966.994 $-22.384 $989.378 $+46.997 $942.381 $+942.381 $
ROPER TECHNOLOGIES INCROP794.112 $-105.026 $899.138 $+110.664 $788.474 $-384 $788.858 $+788.858 $
SOUTHERN COSO757.327 $-49.922 $807.249 $-68.161 $875.410 $-14.569 $889.979 $+889.979 $
GENERAL ELECTRIC COGE814.513 $-72.500 $887.013 $+123.556 $763.457 $+182.609 $580.848 $+580.848 $
Parker-Hannifin CorpPH841.898 $+117.000 $724.898 $+57.699 $667.199 $+89.733 $577.466 $+577.466 $
Edwards Lifesciences CorpEW787.577 $-5.160 $792.737 $+171.004 $621.733 $+621.733 $
Accenture plcACN778.093 $+11.781 $766.312 $+88.575 $677.737 $-12.031 $689.768 $+689.768 $
SHERWIN WILLIAMS COSHW696.054 $-46.441 $742.495 $+250.077 $492.418 $+28.304 $464.114 $+464.114 $
FEDEX CORPFDX736.905 $+135.283 $601.622 $+181.762 $419.860 $-77.714 $497.574 $+497.574 $
abrdn Gold ETF TrustSGOL664.469 $+69.067 $595.402 $+85.242 $510.160 $+2.474 $507.686 $+507.686 $
ASML HOLDING NVASML658.576 $+77.282 $581.294 $+119.451 $461.843 $+115.868 $345.975 $+345.975 $
INTEL CORPINTC651.359 $+74.500 $576.859 $+198.680 $378.179 $-86.649 $464.828 $+464.828 $
COMCAST CORPCMCSA527.523 $-38.438 $565.961 $-80.968 $646.929 $+4.857 $642.072 $+642.072 $
FISERV INCFISV563.940 $+42.745 $521.195 $-104.416 $625.611 $+625.611 $
FAIR ISAAC CORPFICO233.306 $-271.025 $504.331 $-108.036 $612.367 $-3.582 $615.949 $+615.949 $
NETFLIX INCNFLX496.740 $-100.876 $597.616 $-4.993 $602.609 $+221.204 $381.405 $+381.405 $
GOLDMAN SACHS GROUP INCGS558.343 $-6.402 $564.745 $+8.364 $556.381 $+125.854 $430.527 $+430.527 $
PALATIN TECHNOLOGIES INCPTNT527.029 $-3.147 $530.176 $+174.517 $355.659 $+355.659 $
Constellation Energy CorpCEG527.086 $+41.376 $485.710 $-2.949 $488.659 $+187.222 $301.437 $+301.437 $
Eaton Corp plcETN423.175 $-94.017 $517.192 $+50.574 $466.618 $+120.171 $346.447 $+346.447 $
LINDE PLCLIN420.516 $-62.271 $482.787 $+248.041 $234.746 $-11.554 $246.300 $+246.300 $
COPART INCCPRT382.056 $-28.022 $410.078 $-62.675 $472.753 $+472.753 $
STERIS plcSTE459.496 $+13.407 $446.089 $+26.560 $419.529 $+419.529 $
COLGATE PALMOLIVE COCL385.903 $-56.425 $442.328 $-15.565 $457.893 $+457.893 $
MICRON TECHNOLOGY INCMU446.067 $+215.349 $230.718 $+230.718 $
AT&T INC.T376.868 $-50.689 $427.557 $-10.762 $438.319 $+41.163 $397.156 $+397.156 $
STARBUCKS CORPSBUX371.041 $-794 $371.835 $-29.084 $400.919 $-36.890 $437.809 $+437.809 $
AUTOZONE INCAZO230.622 $-206.982 $437.604 $+58.957 $378.647 $+378.647 $
AFLAC INCAFL419.521 $+1.229 $418.292 $+22.735 $395.557 $-17.489 $413.046 $+413.046 $
BOSTON SCIENTIFIC CORPBSX371.960 $-6.405 $378.365 $-36.882 $415.247 $+9.003 $406.244 $+406.244 $
VICOR CORPVICR415.055 $+415.055 $
Shell plcSHEL412.954 $+27.454 $385.500 $+8.914 $376.586 $-12.343 $388.929 $+388.929 $
NICOLET BANKSHARES INCNIC388.418 $-13.674 $402.092 $+36.843 $365.249 $+365.249 $
STATE STREET CORPSTT392.346 $+32.704 $359.642 $+55.240 $304.402 $+304.402 $
EVERSOURCE ENERGYES287.162 $-101.776 $388.938 $+40.809 $348.129 $+60.001 $288.128 $+288.128 $
ALLSTATE CORPALL343.297 $-28.966 $372.263 $+62.190 $310.073 $-7.837 $317.910 $+317.910 $
PAYCHEX INCPAYX223.267 $-52.309 $275.576 $-76.001 $351.577 $-18.849 $370.426 $+370.426 $
INTUITIVE SURGICAL INCISRG368.134 $+94.876 $273.258 $-63.656 $336.914 $+1.121 $335.793 $+335.793 $
VanEck Bitcoin ETFHODL353.837 $+353.837 $
CAMECO CORPCCJ352.054 $+27.013 $325.041 $+26.191 $298.850 $+298.850 $
MCKESSON CORPMCK347.803 $+21.157 $326.646 $+15.947 $310.699 $+34.100 $276.599 $+276.599 $
3M COMMM311.395 $-19.759 $331.154 $+30.176 $300.978 $+6.817 $294.161 $+294.161 $
PFIZER INCPFE234.951 $-29.576 $264.527 $+13.891 $250.636 $-78.879 $329.515 $+329.515 $
AppLovin CorpAPP208.884 $-110.248 $319.132 $+319.132 $
VERIZON COMMUNICATIONS INCVZ249.913 $-9.908 $259.821 $-54.951 $314.772 $+314.772 $
BECTON DICKINSON & COBDX267.840 $+22.384 $245.456 $-68.356 $313.812 $+313.812 $
BOEING COBA312.978 $+2.371 $310.607 $+12.341 $298.266 $+65.892 $232.374 $+232.374 $
MCCORMICK & CO INCMKC241.518 $-10.867 $252.385 $-33.532 $285.917 $-25.709 $311.626 $+311.626 $
EMERSON ELECTRIC COEMR311.502 $+10.280 $301.222 $-5.402 $306.624 $+55.906 $250.718 $+250.718 $
CIENA CORPCIEN301.926 $+301.926 $
Phillips 66PSX279.630 $-19.206 $298.836 $+36.495 $262.341 $-27.960 $290.301 $+290.301 $
SCHWAB CHARLES CORPSCHW293.338 $+15.176 $278.162 $+14.502 $263.660 $+48.412 $215.248 $+215.248 $
AGNICO EAGLE MINES LTDAEM262.263 $-27.155 $289.418 $+85.215 $204.203 $+204.203 $
Booking Holdings Inc.BKNG278.499 $+8.525 $269.974 $-7.910 $277.884 $+47.538 $230.346 $+230.346 $
SEMPRASRE270.033 $-2.379 $272.412 $+43.702 $228.710 $+16.523 $212.187 $+212.187 $
ASTRAZENECA PLCAZN249.401 $+23.549 $225.852 $-40.806 $266.658 $+266.658 $
DIAGEO PLCDEO230.119 $-29.004 $259.123 $-6.075 $265.198 $+265.198 $
Strategy IncMSTR219.373 $-40.886 $260.259 $+260.259 $
IPG PHOTONICS CORPIPGP259.347 $+34.518 $224.829 $+18.045 $206.784 $+206.784 $
SYSCO CORPSYY217.460 $-32.723 $250.183 $+250.183 $
ARES CAPITAL CORPARCC249.167 $+22.087 $227.080 $-13.684 $240.764 $+1.076 $239.688 $+239.688 $
HERSHEY COHSY247.841 $+29.451 $218.390 $-1.726 $220.116 $+220.116 $
ISHARES GOLD TRUSTIAU245.599 $+35.134 $210.465 $+2.513 $207.952 $+207.952 $
YUM BRANDS INCYUM227.240 $+17.269 $209.971 $-35.196 $245.167 $+245.167 $
ANALOG DEVICES INCADI235.304 $+27.797 $207.507 $+207.507 $
Duke Energy CORPDUK231.724 $+4.395 $227.329 $+7.154 $220.175 $-9.724 $229.899 $+229.899 $
WOLVERINE TRADING, LLC230.246 $+230.246 $
BARCLAYS PLCBCS207.401 $+207.401 $
Hewlett Packard Enterprise CoHPE202.873 $-3.726 $206.599 $+206.599 $
NUCOR CORPNUE201.999 $+201.999 $
DECKERS OUTDOOR CORPDECK201.223 $+412 $200.811 $+200.811 $
SONO TEK CORPSOTK151.451 $-11.005 $162.456 $+24.859 $137.597 $+4.115 $133.482 $+133.482 $
StoneX Group Inc.SNEX22.582 $+22.582 $
1.319.361.318 $+22.463.996 $1.302.700.626 $+100.984.677 $1.201.465.766 $+103.203.339 $1.098.736.003 $+1.098.736.003 $
Erweiterte Einstellungen ×