Investments: Worth Financial 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. ($)
167.448.522 $+22.854.127 $144.803.717 $+144.803.717 $
BANK OF AMERICA CORP /DE/BAC96.743.825 $+13.971.997 $82.771.828 $+82.771.828 $
AMAZON COM INCAMZN7.945.517 $+679.067 $7.266.450 $+7.266.450 $
MICROSOFT CORPMSFT7.492.430 $-334.421 $7.826.851 $+7.826.851 $
APPFOLIO INCAPPF7.307.125 $+584.129 $6.722.996 $+6.722.996 $
NVIDIA CORPNVDA5.669.620 $+488.468 $5.181.152 $+5.181.152 $
JPMORGAN CHASE & COJPM5.502.462 $+111.275 $5.391.187 $+5.391.187 $
ALPHA PRO TECH LTDAPT4.650.323 $+1.203.467 $3.446.856 $+3.446.856 $
RAYMOND JAMES FINANCIAL INCRJF2.794.740 $+306.700 $2.488.040 $+2.488.040 $
Eaton Corp plcETN1.849.269 $+134.455 $1.714.814 $+1.714.814 $
GOLDMAN SACHS GROUP INCGS1.522.644 $-192.325 $1.714.969 $+1.714.969 $
Walmart Inc.WMT1.658.234 $+241.564 $1.416.670 $+1.416.670 $
MORGAN STANLEYMS1.282.140 $-354.234 $1.636.374 $+1.636.374 $
ISHARES GOLD TRUSTIAU1.588.253 $+1.588.253 $
Palo Alto Networks IncPANW1.573.068 $+401.642 $1.171.426 $+1.171.426 $
ELI LILLY & CoLLY1.471.237 $+447.291 $1.023.946 $+1.023.946 $
BlackRock, Inc.BLK1.441.616 $+934.503 $507.113 $+507.113 $
EXXON MOBIL CORPXOM1.434.605 $+137.760 $1.296.845 $+1.296.845 $
NETFLIX INCNFLX1.100.274 $+143.536 $956.738 $+956.738 $
RTX CorpRTX963.127 $+134.981 $828.146 $+828.146 $
CATERPILLAR INCCAT955.728 $+154.978 $800.750 $+800.750 $
Medtronic plcMDT785.771 $+39.375 $746.396 $+746.396 $
AbbVie Inc.ABBV677.635 $-16.545 $694.180 $+694.180 $
Phillips 66PSX656.010 $-35.460 $691.470 $+691.470 $
Vertiv Holdings CoVRT671.855 $+220.029 $451.826 $+451.826 $
FREEPORT-MCMORAN INCFCX290.396 $-354.111 $644.507 $+644.507 $
ORACLE CORPORCL432.869 $-179.324 $612.193 $+612.193 $
AMGEN INCAMGN603.591 $+238.970 $364.621 $+364.621 $
LINDE PLCLIN394.837 $-207.463 $602.300 $+602.300 $
SOUTHERN COSO423.493 $-159.756 $583.249 $+583.249 $
MCDONALDS CORPMCD507.346 $-22.942 $530.288 $+530.288 $
CVS HEALTH CorpCVS528.141 $+28.682 $499.459 $+499.459 $
BERKSHIRE HATHAWAY INCBRK-B516.724 $+14.989 $501.735 $+501.735 $
NEXTERA ENERGY INCNEE512.087 $+33.675 $478.412 $+478.412 $
EQUINIX INCEQIX502.601 $+2.894 $499.707 $+499.707 $
PROCTER & GAMBLE CoPG390.318 $-89.581 $479.899 $+479.899 $
BOEING COBA479.184 $+83.783 $395.401 $+395.401 $
PALATIN TECHNOLOGIES INCPTNT438.509 $+16.389 $422.120 $+422.120 $
Zoetis Inc.ZTS424.517 $+424.517 $
CHEVRON CORPCVX371.253 $-52.075 $423.328 $+423.328 $
Constellation Energy CorpCEG420.439 $+420.439 $
Sandisk CorpSNDK403.546 $+188.010 $215.536 $+215.536 $
AMERICAN EXPRESS COAXP389.102 $+89.608 $299.494 $+299.494 $
JOHNSON & JOHNSONJNJ387.274 $+92.151 $295.123 $+295.123 $
SPS COMMERCE INCSPSC382.439 $+382.439 $
WESTERN DIGITAL CORPWDC249.212 $+249.212 $
CAMECO CORPCCJ229.091 $+229.091 $
LAM RESEARCH CORPLRCX223.359 $+223.359 $
INTUITIVE SURGICAL INCISRG210.686 $+210.686 $
Mastercard IncMA209.322 $+209.322 $
167.448.522 $+22.854.127 $144.803.717 $+144.803.717 $
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