Investments: Arista Wealth Management, 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. ($)
492.128.410 $-1.032.267 $500.442.756 $+53.688.316 $449.602.043 $+246.830.887 $202.771.156 $+202.771.156 $
BANK OF AMERICA CORP /DE/BAC331.670.705 $-10.226.105 $341.896.810 $+31.883.236 $310.013.574 $+130.090.083 $179.923.491 $+179.923.491 $
APPFOLIO INCAPPF20.138.873 $+914.092 $19.224.781 $+3.333.066 $15.891.715 $+7.668.501 $8.223.214 $+8.223.214 $
JPMORGAN CHASE & COJPM12.444.781 $-180.936 $12.625.717 $+1.243.560 $11.382.157 $+11.093.929 $288.228 $+288.228 $
NVIDIA CORPNVDA11.839.207 $-355.848 $12.195.055 $+2.048.463 $10.146.592 $+9.879.544 $267.048 $+267.048 $
MICROSOFT CORPMSFT11.052.819 $-1.096.802 $12.149.621 $+482.835 $11.666.786 $+9.391.046 $2.275.740 $+2.275.740 $
AMAZON COM INCAMZN9.184.367 $-837.064 $10.021.431 $+361.214 $9.660.217 $+6.169.104 $3.491.113 $+3.491.113 $
ALPHA PRO TECH LTDAPT9.693.801 $+2.176.465 $7.517.336 $+1.911.270 $5.606.066 $+4.609.939 $996.127 $+996.127 $
ELI LILLY & CoLLY6.183.709 $+1.569.848 $4.613.861 $+267.202 $4.346.659 $+4.346.659 $
BlackRock, Inc.BLK5.593.111 $-273.355 $5.866.466 $+520.150 $5.346.316 $+3.190.844 $2.155.472 $+2.155.472 $
EXXON MOBIL CORPXOM3.961.481 $+203.007 $3.758.474 $+118.411 $3.640.063 $+3.042.307 $597.756 $+597.756 $
AMERICAN EXPRESS COAXP3.948.201 $+348.744 $3.599.457 $+350.455 $3.249.002 $+2.633.793 $615.209 $+615.209 $
RTX CorpRTX3.829.942 $+292.753 $3.537.189 $+457.043 $3.080.146 $+3.080.146 $
GOLDMAN SACHS GROUP INCGS3.349.921 $-122.997 $3.472.918 $+669.499 $2.803.419 $+2.803.419 $
COCA COLA COKO2.755.764 $+141.215 $2.614.549 $-205.484 $2.820.033 $+2.820.033 $
LAM RESEARCH CORPLRCX2.806.325 $+301.725 $2.504.600 $+785.478 $1.719.122 $+1.719.122 $
GROUP 1 AUTOMOTIVE INCGPI2.387.331 $-268.355 $2.655.686 $+4.856 $2.650.830 $+2.650.830 $
AbbVie Inc.ABBV2.608.435 $-34.358 $2.642.793 $+504.109 $2.138.684 $+2.138.684 $
FORD MOTOR COF2.226.136 $-231.871 $2.458.007 $+228.126 $2.229.881 $+2.229.881 $
JOHNSON & JOHNSONJNJ2.270.242 $+491.693 $1.778.549 $+289.695 $1.488.854 $+1.488.854 $
NEXTERA ENERGY INCNEE2.176.872 $+129.885 $2.046.987 $+153.973 $1.893.014 $+1.893.014 $
LOCKHEED MARTIN CORPLMT2.158.136 $+331.027 $1.827.109 $+112.565 $1.714.544 $+1.714.544 $
Walmart Inc.WMT1.850.050 $-187.245 $2.037.295 $-42.999 $2.080.294 $+1.276.129 $804.165 $+804.165 $
MORGAN STANLEYMS1.978.904 $+475.251 $1.503.653 $+397.925 $1.105.728 $+569.046 $536.682 $+536.682 $
CSX CORPCSX1.832.101 $+22.876 $1.809.225 $+125.559 $1.683.666 $+1.683.666 $
PROCTER & GAMBLE CoPG1.490.424 $-161.314 $1.651.738 $-95.206 $1.746.944 $+1.545.848 $201.096 $+201.096 $
ORACLE CORPORCL857.019 $-796.672 $1.653.691 $+636.843 $1.016.848 $+419.160 $597.688 $+597.688 $
PFIZER INCPFE1.520.394 $-73.762 $1.594.156 $+66.285 $1.527.871 $+1.527.871 $
CHEVRON CORPCVX1.458.427 $-78.813 $1.537.240 $+198.719 $1.338.521 $+1.105.706 $232.815 $+232.815 $
MCDONALDS CORPMCD1.478.638 $+9.938 $1.468.700 $+42.326 $1.426.374 $+1.426.374 $
BARCLAYS PLCBCS1.449.320 $+1.246.753 $202.567 $+202.567 $
CONOCOPHILLIPSCOP1.377.658 $-13.572 $1.391.230 $+52.399 $1.338.831 $+1.338.831 $
PAYCHEX INCPAYX837.312 $-339.274 $1.176.586 $-173.574 $1.350.160 $+1.350.160 $
BERKSHIRE HATHAWAY INCBRK-B1.279.158 $+3.290 $1.275.868 $+155.765 $1.120.103 $+84.709 $1.035.394 $+1.035.394 $
MASTEC INCMTZ1.259.293 $+1.259.293 $
INTUITIVE SURGICAL INCISRG1.128.755 $+485.638 $643.117 $-138.307 $781.424 $+781.424 $
MICRON TECHNOLOGY INCMU982.667 $+473.512 $509.155 $+509.155 $
ANALOG DEVICES INCADI945.132 $+112.209 $832.923 $+26.035 $806.888 $+806.888 $
AppLovin CorpAPP382.056 $-528.334 $910.390 $+221.783 $688.607 $+688.607 $
Palo Alto Networks IncPANW632.174 $-273.121 $905.295 $+309.793 $595.502 $+595.502 $
DELTA AIR LINES, INC.DAL329.234 $-534.558 $863.792 $+493.909 $369.883 $+369.883 $
COMCAST CORPCMCSA692.183 $-153.420 $845.603 $+845.603 $
UNITED PARCEL SERVICE INCUPS799.769 $+577.802 $221.967 $+221.967 $
VERIZON COMMUNICATIONS INCVZ294.804 $-468.432 $763.236 $-15.148 $778.384 $+778.384 $
TENET HEALTHCARE CORPTHC481.697 $-254.120 $735.817 $+309.193 $426.624 $+426.624 $
CATERPILLAR INCCAT734.992 $+348.023 $386.969 $+56.602 $330.367 $+330.367 $
ASTRAZENECA PLCAZN466.361 $+56.523 $409.838 $-242.981 $652.819 $+652.819 $
GENERAL DYNAMICS CORPGD639.279 $-6.877 $646.156 $+82.994 $563.162 $+250.544 $312.618 $+312.618 $
YUM BRANDS INCYUM621.761 $-2.959 $624.720 $+15.700 $609.020 $+609.020 $
Walt Disney CoDIS566.346 $-46.994 $613.340 $+613.340 $
INTEL CORPINTC601.064 $+324.715 $276.349 $+276.349 $
COLGATE PALMOLIVE COCL496.246 $-5.777 $502.023 $-68.829 $570.852 $+570.852 $
NETFLIX INCNFLX569.487 $+348.531 $220.956 $+220.956 $
CENTENE CORPCNC252.538 $+33.570 $218.968 $-342.993 $561.961 $+561.961 $
BOSTON SCIENTIFIC CORPBSX354.893 $-194.959 $549.852 $+549.852 $
EQT CorpEQT545.166 $+182.063 $363.103 $+118.509 $244.594 $+244.594 $
REGIONS FINANCIAL CORPRF521.702 $+14.053 $507.649 $+54.865 $452.784 $+235.484 $217.300 $+217.300 $
Constellation Energy CorpCEG520.013 $+520.013 $
Zoetis Inc.ZTS464.420 $-38.987 $503.407 $+503.407 $
CARNIVAL CORPCCL413.634 $-80.554 $494.188 $+283.288 $210.900 $+210.900 $
PALATIN TECHNOLOGIES INCPTNT493.629 $+493.629 $
PEPSICO INCPEP466.727 $-20.881 $487.608 $+23.751 $463.857 $+463.857 $
Phillips 66PSX484.287 $+484.287 $
METLIFE INCMET435.277 $-17.500 $452.777 $-17.093 $469.870 $+469.870 $
DECKERS OUTDOOR CORPDECK290.020 $-169.260 $459.280 $+459.280 $
CURTISS WRIGHT CORPCW448.183 $+6.773 $441.410 $+44.219 $397.191 $+397.191 $
AT&T INC.T441.755 $+441.755 $
WESTERN DIGITAL CORPWDC431.709 $+70.809 $360.900 $+104.940 $255.960 $+255.960 $
DEXCOM INCDXCM403.740 $+403.740 $
ADVANCED MICRO DEVICES INCAMD398.123 $+81.824 $316.299 $+316.299 $
UNITEDHEALTH GROUP INCUNH397.303 $+397.303 $
HALLIBURTON COHAL395.640 $+149.640 $246.000 $+246.000 $
MPLX LPMPLX389.921 $+24.986 $364.935 $-11.397 $376.332 $+376.332 $
SanofiSNY364.419 $-7.989 $372.408 $-8.758 $381.166 $+381.166 $
ON SEMICONDUCTOR CORPON379.050 $+33.880 $345.170 $+135.530 $209.640 $+209.640 $
Otis Worldwide CorpOTIS343.868 $-28.546 $372.414 $+372.414 $
GAP INCGAP363.630 $-7.140 $370.770 $+370.770 $
CITIGROUP INCC359.989 $+359.989 $
DOVER CorpDOV358.070 $+52.104 $305.966 $-30.078 $336.044 $+336.044 $
ADVANCE AUTO PARTS INCAAP354.093 $+354.093 $
DOLLAR GENERAL CORPDG351.390 $+351.390 $
Vertiv Holdings CoVRT347.673 $+347.673 $
COMMERCIAL METALS CoCMC346.100 $+346.100 $
GRAPHIC PACKAGING HOLDING COGPK318.071 $-24.380 $342.451 $+342.451 $
TC ENERGY CORPTRP341.062 $+3.720 $337.342 $+34.844 $302.498 $+302.498 $
EQUIFAX INCEFX325.470 $+325.470 $
Roblox CorpRBLX324.120 $+324.120 $
MICROCHIP TECHNOLOGY INCMCHP321.806 $+321.806 $
AGNICO EAGLE MINES LTDAEM305.154 $+67.294 $237.860 $+237.860 $
BARRICK MINING CORPB304.850 $+304.850 $
FREEPORT-MCMORAN INCFCX303.798 $+303.798 $
NICOLET BANKSHARES INCNIC293.563 $+293.563 $
RIO TINTO PLCRIO286.267 $+286.267 $
KINROSS GOLD CORPKGC281.600 $+125.300 $156.300 $+156.300 $
Parker-Hannifin CorpPH275.114 $+35.539 $239.575 $-29.336 $268.911 $+268.911 $
RALPH LAUREN CORPRL219.492 $-54.788 $274.280 $+274.280 $
Kraft Heinz CoKHC260.400 $+260.400 $
HP INCHPQ259.276 $+259.276 $
CARPENTER TECHNOLOGY CORPCRS247.013 $+247.013 $
SAP SESAP241.558 $+241.558 $
AKAMAI TECHNOLOGIES INCAKAM227.280 $-12.000 $239.280 $+239.280 $
Edwards Lifesciences CorpEW237.848 $+12.471 $225.377 $-3.622 $228.999 $+228.999 $
FEDEX CORPFDX235.810 $+8.500 $227.310 $+227.310 $
ANTERO RESOURCES CorpAR234.920 $+234.920 $
BOEING COBA215.383 $-17.498 $232.881 $+6.798 $226.083 $+226.083 $
JABIL INCJBL228.020 $+228.020 $
Shell plcSHEL221.171 $-57 $221.228 $+221.228 $
DEERE & CODE215.827 $+215.827 $
SOUTHERN COSO206.158 $+206.158 $
SKYWEST INCSKYW200.820 $-1.728 $202.548 $+202.548 $
PG&E CorpPCG196.040 $+196.040 $
TAKEDA PHARMACEUTICAL CO LTDTAK170.882 $+10.413 $160.469 $-8.988 $169.457 $+169.457 $
PEABODY ENERGY CORPBTU134.200 $+134.200 $
Amcor plcAMCR99.093 $-12.235 $111.328 $+111.328 $
AMERICAN EAGLE OUTFITTERS INCAEO96.200 $+96.200 $
492.128.410 $-1.032.267 $500.442.756 $+53.688.316 $449.602.043 $+246.830.887 $202.771.156 $+202.771.156 $
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