Investments: Invera 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. ($)
146.815.675 $-3.620.159 $150.435.834 $+8.735.515 $141.941.239 $+862.325 $143.942.595 $+143.942.595 $
BANK OF AMERICA CORP /DE/BAC71.037.439 $-2.701.292 $73.738.731 $+2.910.619 $70.828.112 $-3.473.319 $74.301.431 $+74.301.431 $
BlackRock, Inc.BLK11.747.492 $-522.949 $12.270.441 $+481.363 $11.789.078 $+1.471.049 $10.318.029 $+10.318.029 $
ALPHA PRO TECH LTDAPT7.085.108 $+1.032.516 $6.052.592 $+1.718.920 $4.333.672 $+507.724 $3.825.948 $+3.825.948 $
MICROSOFT CORPMSFT6.039.930 $-864.344 $6.904.274 $+156.907 $6.747.367 $+1.536.203 $5.211.164 $+5.211.164 $
APPFOLIO INCAPPF6.461.568 $+88.179 $6.373.389 $+1.203.310 $5.170.079 $-547.769 $5.717.848 $+5.717.848 $
JPMORGAN CHASE & COJPM5.176.142 $-142.008 $5.318.150 $+372.285 $4.945.865 $+711.251 $4.234.614 $+4.234.614 $
MORGAN STANLEYMS4.933.234 $+25.666 $4.907.568 $+176.526 $4.731.042 $+419.979 $4.311.063 $+4.311.063 $
NVIDIA CORPNVDA3.906.243 $-214.936 $4.121.179 $+568.458 $3.552.721 $+1.069.193 $2.483.528 $+2.483.528 $
Trane Technologies plcTT3.235.809 $-477.439 $3.713.248 $-255.810 $3.969.058 $+837.050 $3.132.008 $+3.132.008 $
LAM RESEARCH CORPLRCX3.424.285 $+463.488 $2.960.797 $+720.712 $2.240.085 $+541.304 $1.698.781 $+1.698.781 $
CUMMINS INCCMI3.115.787 $+385.587 $2.730.200 $+575.905 $2.154.295 $+65.217 $2.089.078 $+2.089.078 $
BERKSHIRE HATHAWAY INCBRK-B2.338.830 $-140.181 $2.479.011 $+89.994 $2.389.017 $-282.937 $2.671.954 $+2.671.954 $
FISERV INCFISV215.750 $-1.315.938 $1.531.688 $-499.819 $2.031.507 $-565.012 $2.596.519 $+2.596.519 $
Edwards Lifesciences CorpEW979.182 $+43.920 $935.262 $-3.023 $938.285 $-1.085.719 $2.024.004 $+2.024.004 $
ADVANCED MICRO DEVICES INCAMD1.783.524 $+307.352 $1.476.172 $+120.176 $1.355.996 $+54.794 $1.301.202 $+1.301.202 $
ALLSTATE CORPALL1.505.549 $-185.249 $1.690.798 $+106.287 $1.584.511 $-101.453 $1.685.964 $+1.685.964 $
AMAZON COM INCAMZN1.604.891 $+89.419 $1.515.472 $+1.242 $1.514.230 $+188.498 $1.325.732 $+1.325.732 $
Accenture plcACN1.526.188 $+1.526.188 $
Eaton Corp plcETN1.197.916 $-265.027 $1.462.943 $+42.837 $1.420.106 $+334.417 $1.085.689 $+1.085.689 $
STERIS plcSTE997.601 $-50.060 $1.047.661 $+32.011 $1.015.650 $-368.275 $1.383.925 $+1.383.925 $
DARDEN RESTAURANTS INCDRI976.410 $-139.671 $1.116.081 $-171.904 $1.287.985 $+30.621 $1.257.364 $+1.257.364 $
JOHNSON & JOHNSONJNJ1.175.062 $+93.693 $1.081.369 $+189.462 $891.907 $-212.587 $1.104.494 $+1.104.494 $
Walt Disney CoDIS1.121.923 $+1.121.923 $
SYNOPSYS INCSNPS549.572 $-481.613 $1.031.185 $-55.697 $1.086.882 $+158.422 $928.460 $+928.460 $
CHEVRON CORPCVX852.734 $-16.114 $868.848 $+67.700 $801.148 $-225.009 $1.026.157 $+1.026.157 $
CHIPOTLE MEXICAN GRILL INCCMG650.682 $-207.893 $858.575 $-74.189 $932.764 $+87.228 $845.536 $+845.536 $
AbbVie Inc.ABBV911.218 $-7.996 $919.214 $+180.446 $738.768 $+319.728 $419.040 $+419.040 $
UNITEDHEALTH GROUP INCUNH735.485 $+116.707 $618.778 $+77.510 $541.268 $-362.725 $903.993 $+903.993 $
Walmart Inc.WMT840.923 $+42.517 $798.406 $+38.949 $759.457 $+76.802 $682.655 $+682.655 $
COMCAST CORPCMCSA320.241 $-255.499 $575.740 $-100.050 $675.790 $-23.502 $699.292 $+699.292 $
VERIZON COMMUNICATIONS INCVZ428.480 $-28.248 $456.728 $-7.129 $463.857 $-190.299 $654.156 $+654.156 $
Medtronic plcMDT511.616 $-1.251 $512.867 $+42.236 $470.631 $-115.526 $586.157 $+586.157 $
ANALOG DEVICES INCADI500.906 $+500.906 $
REALTY INCOME CORPO438.728 $+438.728 $
DEXCOM INCDXCM435.918 $+435.918 $
NEXTERA ENERGY INCNEE395.459 $+26.992 $368.467 $+29.281 $339.186 $-6.899 $346.085 $+346.085 $
SYSCO CORPSYY305.961 $+305.961 $
Bunge Global SABG240.920 $+13.876 $227.044 $+227.044 $
MCCORMICK & CO INCMKC215.570 $+215.570 $
146.815.675 $-3.620.159 $150.435.834 $+8.735.515 $141.941.239 $+862.325 $143.942.595 $+143.942.595 $
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