Investments: Grey Fox 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. ($)
221.663.421 $-5.441.617 $232.823.594 $+34.739.632 $198.361.993 $+16.834.374 $181.527.619 $+181.527.619 $
BANK OF AMERICA CORP /DE/BAC169.289.704 $-4.450.796 $173.740.500 $+20.287.192 $153.453.308 $+13.817.286 $139.636.022 $+139.636.022 $
Grey Fox Wealth Advisors, LLC14.252.182 $-695.698 $14.947.880 $+1.757.575 $13.190.305 $-1.374.994 $14.565.299 $+14.565.299 $
APPFOLIO INCAPPF7.761.770 $+57.477 $7.704.293 $+1.582.029 $6.122.264 $-186.542 $6.308.806 $+6.308.806 $
NVIDIA CORPNVDA6.137.533 $+82.304 $6.055.229 $+940.978 $5.114.251 $+4.244.299 $869.952 $+869.952 $
BlackRock, Inc.BLK4.636.676 $-446.599 $5.083.275 $+778.967 $4.304.308 $-352.011 $4.656.319 $+4.656.319 $
ALPHA PRO TECH LTDAPT4.382.258 $+803.742 $3.578.516 $+789.745 $2.788.771 $+552.084 $2.236.687 $+2.236.687 $
FIRST MERCHANTS CORPFRME2.170.236 $-373.981 $2.544.217 $+1.877.473 $666.744 $-469.789 $1.136.533 $+1.136.533 $
BERKSHIRE HATHAWAY INCBRK-B1.687.899 $-103.866 $1.791.765 $+115.373 $1.676.392 $-554.586 $2.230.978 $+2.230.978 $
JOHNSON & JOHNSONJNJ2.094.361 $+172.781 $1.921.580 $+324.864 $1.596.716 $-138.400 $1.735.116 $+1.735.116 $
AMAZON COM INCAMZN1.437.316 $+10.331 $1.426.985 $-27.790 $1.454.775 $+215.992 $1.238.783 $+1.238.783 $
JPMORGAN CHASE & COJPM978.974 $-153.027 $1.132.001 $+86.226 $1.045.775 $+157.944 $887.831 $+887.831 $
MICROSOFT CORPMSFT976.134 $-144.502 $1.120.636 $+116.823 $1.003.813 $+244.219 $759.594 $+759.594 $
ELI LILLY & CoLLY1.030.165 $+265.349 $764.816 $-12.469 $777.285 $-46.042 $823.327 $+823.327 $
NETFLIX INCNFLX517.555 $-141.851 $659.406 $-73.098 $732.504 $+222.410 $510.094 $+510.094 $
AbbVie Inc.ABBV592.973 $-24.017 $616.990 $+117.028 $499.962 $-73.711 $573.673 $+573.673 $
STRYKER CORPSYK456.816 $-119.086 $575.902 $-40.304 $616.206 $+35.640 $580.566 $+580.566 $
Hurley Capital, LLC431.537 $-66.273 $497.810 $+205.232 $292.578 $+8.160 $284.418 $+284.418 $
Antero Midstream CorpAM409.455 $-37.976 $447.431 $+11.278 $436.153 $+21.865 $414.288 $+414.288 $
CHEVRON CORPCVX327.392 $-8.480 $335.872 $+26.333 $309.539 $-95.997 $405.536 $+405.536 $
Accenture plcACN217.860 $-29.480 $247.340 $-105.350 $352.690 $-51.090 $403.780 $+403.780 $
Walmart Inc.WMT387.753 $+31.709 $356.044 $+18.302 $337.742 $+127.736 $210.006 $+210.006 $
ORACLE CORPORCL249.348 $-109.282 $358.630 $+79.867 $278.763 $+278.763 $
Hamilton Lane INCHLNE296.536 $-1.190 $297.726 $-16.126 $313.852 $-14.300 $328.152 $+328.152 $
EQUITABLE TRUST CO307.042 $+12.536 $294.506 $+182.925 $111.581 $+84.363 $27.218 $+27.218 $
PSI Advisors, LLC281.959 $+104.431 $177.528 $+177.528 $
MOTCO269.131 $+269.131 $
CubeSmartCUBE254.533 $+27.102 $227.431 $+227.431 $
PEPSICO INCPEP203.024 $-7.137 $210.161 $-33.066 $243.227 $+243.227 $
NOVARTIS AGNVS226.728 $+6.732 $219.996 $+10.064 $209.932 $+209.932 $
SCHWAB CHARLES CORPSCHW218.742 $+10.616 $208.126 $+208.126 $
PALATIN TECHNOLOGIES INCPTNT211.167 $-5.548 $216.715 $+216.715 $
KLA CORPKLAC204.037 $+23.190 $180.847 $+180.847 $
MORGAN STANLEYMS199.639 $+199.639 $
CATERPILLAR INCCAT148.871 $+148.871 $
EXELON CORPEXC146.373 $+146.373 $
NICOLET BANKSHARES INCNIC135.779 $+135.779 $
RTX CorpRTX127.178 $+127.178 $
Walt Disney CoDIS126.497 $+126.497 $
MCKESSON CORPMCK122.964 $+122.964 $
NEXTERA ENERGY INCNEE119.737 $+119.737 $
INTUITIVE SURGICAL INCISRG110.913 $+110.913 $
ISHARES GOLD TRUSTIAU109.155 $+109.155 $
DECKERS OUTDOOR CORPDECK108.263 $+108.263 $
Mastercard IncMA105.598 $+105.598 $
PROCTER & GAMBLE CoPG100.521 $+100.521 $
Booking Holdings Inc.BKNG98.177 $+98.177 $
EXXON MOBIL CORPXOM97.022 $+97.022 $
COCA COLA COKO93.592 $+93.592 $
Duke Energy CORPDUK92.775 $+92.775 $
MCDONALDS CORPMCD82.137 $+82.137 $
Zoetis Inc.ZTS82.036 $+82.036 $
Constellation Energy CorpCEG81.291 $+81.291 $
Eaton Corp plcETN69.985 $+69.985 $
EMERSON ELECTRIC COEMR67.192 $+67.192 $
GOLDMAN SACHS GROUP INCGS66.843 $+66.843 $
SYSCO CORPSYY66.448 $+66.448 $
Veralto CorpVLTO65.633 $+65.633 $
GENTEX CORPGNTX65.090 $+65.090 $
JABIL INCJBL64.934 $+64.934 $
PRICE T ROWE GROUP INCTROW64.663 $+64.663 $
First American Bank63.728 $+63.728 $
SUN LIFE FINANCIAL INCSLF61.591 $+61.591 $
ROYAL BANK OF CANADARY60.401 $+60.401 $
Nebius Group N.V.NBIS56.135 $+56.135 $
Parker-Hannifin CorpPH55.302 $+55.302 $
ASML HOLDING NVASML55.181 $+55.181 $
C M BIDWELL & ASSOCIATES LTD54.636 $+54.636 $
FIFTH THIRD BANCORPFITB54.357 $+54.357 $
SEMPRASRE53.988 $+53.988 $
Snap IncSNAP53.492 $+53.492 $
METLIFE INCMET51.728 $+51.728 $
ADVANCED MICRO DEVICES INCAMD50.802 $+50.802 $
LAM RESEARCH CORPLRCX47.029 $+47.029 $
COMCAST CORPCMCSA46.755 $+46.755 $
Aon plcAON46.355 $+46.355 $
TARGET CORPTGT45.753 $+45.753 $
FREEPORT-MCMORAN INCFCX39.259 $+39.259 $
ENBRIDGE INCENB34.313 $+34.313 $
AMERICAN EXPRESS COAXP33.548 $+33.548 $
Shell plcSHEL33.548 $+33.548 $
UNITEDHEALTH GROUP INCUNH33.380 $+33.380 $
Infosys LtdINFY32.979 $+32.979 $
BECTON DICKINSON & COBDX31.819 $+31.819 $
ASPEN INSURANCE HOLDINGS LTDAHL31.607 $+31.607 $
ENTERPRISE FINANCIAL SERVICES CORPEFSC30.061 $+30.061 $
SOUTHERN COSO29.434 $+29.434 $
TotalEnergies SETTE28.703 $+28.703 $
PFIZER INCPFE28.587 $+28.587 $
CSX CORPCSX28.057 $+28.057 $
FEDEX CORPFDX27.285 $+27.285 $
LOCKHEED MARTIN CORPLMT27.046 $+27.046 $
PRIVATE TRUST CO NA23.498 $-553 $24.051 $+24.051 $
IREN LtdIREN23.465 $+23.465 $
CITIGROUP INCC21.453 $+21.453 $
INTEL CORPINTC20.446 $+20.446 $
BOEING COBA18.346 $+18.346 $
VERIZON COMMUNICATIONS INCVZ16.921 $+16.921 $
AMGEN INCAMGN16.848 $+16.848 $
CONOCOPHILLIPSCOP16.460 $+16.460 $
REGIONS FINANCIAL CORPRF16.271 $+16.271 $
DOVER CorpDOV16.016 $+16.016 $
DELTA CAPITAL MANAGEMENT LLC15.751 $+15.751 $
SHERWIN WILLIAMS COSHW15.117 $+15.117 $
BERKLEY W R CORPWRB14.558 $+14.558 $
STARBUCKS CORPSBUX12.963 $+12.963 $
Edwards Lifesciences CorpEW12.677 $+12.677 $
Knife River CorpKNF12.530 $+12.530 $
AFLAC INCAFL12.156 $+12.156 $
TE Connectivity plcTEL11.855 $+11.855 $
GARTNER INCIT11.829 $+11.829 $
SPS COMMERCE INCSPSC11.731 $+11.731 $
AppLovin CorpAPP11.497 $+11.497 $
ROLLINS INCROL11.219 $+11.219 $
Roblox CorpRBLX10.666 $+10.666 $
Allegion plcALLE10.109 $+10.109 $
PACCAR INCPCAR10.029 $+10.029 $
TELEDYNE TECHNOLOGIES INCTDY9.377 $+9.377 $
LINDE PLCLIN9.025 $+9.025 $
BIOMARIN PHARMACEUTICAL INCBMRN8.720 $+8.720 $
NORDSON CORPNDSN8.624 $+8.624 $
AUTOZONE INCAZO8.580 $+8.580 $
SYNOPSYS INCSNPS7.894 $+7.894 $
UNILEVER PLCUL7.647 $+7.647 $
CELESTICA INCCLS7.145 $+7.145 $
ZEBRA TECHNOLOGIES CORPZBRA7.132 $+7.132 $
CARDINAL HEALTH INCCAH6.749 $+6.749 $
Rocket Lab CorpRKLB6.228 $+6.228 $
ASTRAZENECA PLCAZN6.138 $+6.138 $
JONES LANG LASALLE INCJLL5.966 $+5.966 $
AT&T INC.T5.959 $+5.959 $
CINTAS CORPCTAS5.542 $+5.542 $
Bank of New York Mellon CorpBK5.339 $+5.339 $
AECOMACM5.208 $+5.208 $
ANALOG DEVICES INCADI5.160 $+5.160 $
BP PLCBP4.893 $+4.893 $
Palo Alto Networks IncPANW4.887 $+4.887 $
ICON PLCICLR4.725 $+4.725 $
MERCADOLIBRE INCMELI4.674 $+4.674 $
EXPONENT INCEXPO4.655 $+4.655 $
SCOTTS MIRACLE-GRO COSMG4.499 $+4.499 $
WATSCO INCWSO4.447 $+4.447 $
FORD MOTOR COF4.415 $+4.415 $
RELX PLCRELX4.012 $+4.012 $
GAP INCGAP3.979 $+3.979 $
MIZUHO FINANCIAL GROUP INCMFG3.799 $+3.799 $
Trane Technologies plcTT3.798 $+3.798 $
FISERV INCFISV3.223 $+3.223 $
DTE ENERGY CODTE3.135 $+3.135 $
Medtronic plcMDT3.070 $+3.070 $
FAIR ISAAC CORPFICO2.993 $+2.993 $
Haleon plcHLN2.987 $+2.987 $
HUBSPOT INCHUBS2.807 $+2.807 $
Lithium Argentina AGLAR2.741 $+2.741 $
RESMED INCRMD2.737 $+2.737 $
VanEck Merk Gold ETFOUNZ2.603 $+2.603 $
CVS HEALTH CorpCVS2.488 $+2.488 $
GENERAL DYNAMICS CORPGD2.414 $+2.414 $
EQT CorpEQT2.286 $+2.286 $
NEUROCRINE BIOSCIENCES INCNBIX2.246 $+2.246 $
HDFC BANK LTDHDB1.981 $+1.981 $
DONEGAL GROUP INCDGICA1.939 $+1.939 $
UBS Group AGUBS1.927 $+1.927 $
AMEREN CORPAEE1.879 $+1.879 $
CUMMINS INCCMI1.689 $+1.689 $
CDW CorpCDW1.644 $+1.644 $
Genpact LTDG1.634 $+1.634 $
DELTA AIR LINES, INC.DAL1.589 $+1.589 $
ARGENX SEARGX1.475 $+1.475 $
MAGNA INTERNATIONAL INCMGA1.374 $+1.374 $
NOVAVAX INCNVAX1.301 $+1.301 $
CMS ENERGY CORPCMS1.172 $+1.172 $
ALBEMARLE CORPALB912 $+912 $
SanofiSNY850 $+850 $
PHOTRONICS INCPLAB689 $+689 $
Viatris IncVTRS618 $+618 $
EQUIFAX INCEFX513 $+513 $
MICRON TECHNOLOGY INCMU502 $+502 $
Perella Weinberg PartnersPWP426 $+426 $
NATIONAL GRID PLCNGG415 $+415 $
FUELCELL ENERGY INCFCEL398 $+398 $
Moelis & CoMC357 $+357 $
COMPASS Pathways plcCMPS229 $+229 $
DOLLAR GENERAL CORPDG109 $+109 $
Galaxy Digital Inc.GLXY68 $+68 $
221.663.421 $-5.441.617 $232.823.594 $+34.739.632 $198.361.993 $+16.834.374 $181.527.619 $+181.527.619 $
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