Investments: Talisman Wealth 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. ($)
115.833.861 $+4.225.613 $111.608.248 $+10.213.910 $101.641.348 $+12.414.780 $90.320.206 $+90.320.206 $
BANK OF AMERICA CORP /DE/BAC78.714.929 $+3.111.782 $75.603.147 $+6.458.739 $69.144.408 $+7.005.403 $62.139.005 $+62.139.005 $
MICROSOFT CORPMSFT4.285.475 $-380.980 $4.666.455 $+200.686 $4.465.769 $+1.081.387 $3.384.382 $+3.384.382 $
APPFOLIO INCAPPF4.068.706 $+2.260 $4.066.446 $+800.330 $3.266.116 $+319.091 $2.947.025 $+2.947.025 $
BlackRock, Inc.BLK4.060.194 $+12.814 $4.047.380 $+226.453 $3.820.927 $+499.066 $3.321.861 $+3.321.861 $
NVIDIA CORPNVDA3.831.619 $-49.584 $3.881.203 $+602.172 $3.279.031 $+1.569.393 $1.709.638 $+1.709.638 $
ALPHA PRO TECH LTDAPT2.901.978 $+638.073 $2.263.905 $+618.889 $1.645.016 $+414.551 $1.230.465 $+1.230.465 $
JOHNSON & JOHNSONJNJ2.717.542 $+266.968 $2.450.574 $+434.700 $2.015.874 $-168.206 $2.184.080 $+2.184.080 $
JPMORGAN CHASE & COJPM2.255.815 $+30.757 $2.225.058 $+179.546 $2.045.512 $+316.259 $1.729.253 $+1.729.253 $
AMAZON COM INCAMZN1.222.442 $+59.599 $1.162.843 $+12.362 $1.150.481 $+248.078 $902.403 $+902.403 $
NEXTERA ENERGY INCNEE1.025.600 $+11.967 $1.013.633 $+79.214 $934.419 $-20.320 $954.739 $+954.739 $
ELI LILLY & CoLLY1.024.975 $+286.926 $738.049 $-15.587 $753.636 $-75.813 $829.449 $+829.449 $
COCA COLA COKO985.470 $+57.322 $928.148 $-73.248 $1.001.396 $-998 $1.002.394 $+1.002.394 $
ORACLE CORPORCL583.229 $-284.959 $868.188 $+193.496 $674.692 $+251.487 $423.205 $+423.205 $
EXXON MOBIL CORPXOM641.023 $+29.129 $611.894 $+23.198 $588.696 $-182.408 $771.104 $+771.104 $
CHEVRON CORPCVX516.906 $-17.234 $534.140 $+35.892 $498.248 $-216.353 $714.601 $+714.601 $
BECTON DICKINSON & COBDX478.386 $-10.315 $488.701 $-120.375 $609.076 $-77.417 $686.493 $+686.493 $
AbbVie Inc.ABBV647.811 $-14.436 $662.247 $+136.117 $526.130 $-77.743 $603.873 $+603.873 $
VERIZON COMMUNICATIONS INCVZ602.451 $+602.451 $
MCDONALDS CORPMCD518.289 $+5.370 $512.919 $+22.517 $490.402 $-30.045 $520.447 $+520.447 $
PROCTER & GAMBLE CoPG330.222 $-37.068 $367.290 $-15.694 $382.984 $-26.770 $409.754 $+409.754 $
Walmart Inc.WMT395.690 $+26.469 $369.221 $+19.227 $349.994 $+48.523 $301.471 $+301.471 $
NETFLIX INCNFLX255.423 $-87.468 $342.891 $-49.474 $392.365 $+392.365 $
BALL CorpBALL383.104 $+383.104 $
GOLDMAN SACHS GROUP INCGS374.094 $+6.696 $367.398 $+41.637 $325.761 $+83.023 $242.738 $+242.738 $
CATERPILLAR INCCAT346.172 $+39.961 $306.211 $+57.107 $249.104 $+41.135 $207.969 $+207.969 $
Palo Alto Networks IncPANW297.023 $-29.991 $327.014 $-1.638 $328.652 $+328.652 $
LOCKHEED MARTIN CORPLMT324.490 $+10.359 $314.131 $+30.454 $283.677 $+22.926 $260.751 $+260.751 $
BOSTON SCIENTIFIC CORPBSX252.680 $-11.995 $264.675 $-41.444 $306.119 $+12.457 $293.662 $+293.662 $
UNITEDHEALTH GROUP INCUNH290.937 $+290.937 $
LINDE PLCLIN260.876 $-24.925 $285.801 $+3.558 $282.243 $+3.117 $279.126 $+279.126 $
Eaton Corp plcETN230.518 $-54.918 $285.436 $+13.176 $272.260 $+53.269 $218.991 $+218.991 $
AMGEN INCAMGN252.765 $+18.257 $234.508 $+2.484 $232.024 $-44.632 $276.656 $+276.656 $
Medtronic plcMDT257.429 $-8.498 $265.927 $+23.790 $242.137 $+242.137 $
AMERICAN EXPRESS COAXP258.934 $+32.811 $226.123 $+18.998 $207.125 $+207.125 $
PEPSICO INCPEP227.604 $-5.821 $233.425 $+15.112 $218.313 $-39.063 $257.376 $+257.376 $
COMCAST CORPCMCSA247.010 $+39.167 $207.843 $+207.843 $
GENERAL ELECTRIC COGE236.817 $-5.399 $242.216 $+35.650 $206.566 $+206.566 $
ASTRAZENECA PLCAZN240.888 $+15.308 $225.580 $+20.395 $205.185 $-10.629 $215.814 $+215.814 $
PALATIN TECHNOLOGIES INCPTNT214.980 $-10.491 $225.471 $+225.471 $
MORGAN STANLEYMS213.763 $+213.763 $
BERKSHIRE HATHAWAY INCBRK-B200.250 $+200.250 $
115.833.861 $+4.225.613 $111.608.248 $+10.213.910 $101.641.348 $+12.414.780 $90.320.206 $+90.320.206 $
Erweiterte Einstellungen ×