Investments: ELEVATUS WELATH MANAGEMENT

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
289.830.684 $+34.765.284 $255.065.400 $+104.881.493 $163.018.124 $+163.018.124 $
BANK OF AMERICA CORP /DE/BAC126.886.818 $-7.627.665 $134.514.483 $+31.924.336 $102.590.147 $+102.590.147 $
MICROSOFT CORPMSFT19.675.797 $-158.354 $19.834.151 $+12.117.988 $7.716.163 $+7.716.163 $
ALPHA PRO TECH LTDAPT17.454.914 $+5.482.934 $11.971.980 $+9.020.071 $2.951.909 $+2.951.909 $
NVIDIA CORPNVDA16.989.759 $+5.580.803 $11.408.956 $+6.746.989 $4.661.967 $+4.661.967 $
APPFOLIO INCAPPF11.391.123 $-15.825 $11.406.948 $+6.999.772 $4.407.176 $+4.407.176 $
AMAZON COM INCAMZN9.938.186 $+2.242.697 $7.695.489 $+4.506.161 $3.189.328 $+3.189.328 $
TransDigm Group INCTDG9.748.045 $+9.748.045 $
SPS COMMERCE INCSPSC8.024.881 $+5.148.062 $2.876.819 $-3.270.072 $6.146.891 $+6.146.891 $
BERKSHIRE HATHAWAY INCBRK-B6.970.750 $+2.706.509 $4.264.241 $+3.090.435 $1.173.806 $+1.173.806 $
Walmart Inc.WMT5.636.416 $+980.510 $4.655.906 $+3.073.295 $1.582.611 $+1.582.611 $
CITIGROUP INCC5.540.498 $+4.994.558 $545.940 $+545.940 $
AppLovin CorpAPP2.327.374 $-2.675.820 $5.003.194 $+5.003.194 $
JPMORGAN CHASE & COJPM4.910.980 $+164.612 $4.746.368 $+3.736.638 $1.009.730 $+1.009.730 $
CURTISS WRIGHT CORPCW4.534.373 $+68.647 $4.465.726 $+1.856.256 $2.609.470 $+2.609.470 $
NASDAQ, INC.NDAQ3.914.922 $+3.914.922 $
PALATIN TECHNOLOGIES INCPTNT1.072.010 $-2.756.621 $3.828.631 $+3.350.083 $478.548 $+478.548 $
CHEVRON CORPCVX3.771.756 $+757.554 $3.014.202 $+2.233.763 $780.439 $+780.439 $
SEABRIDGE GOLD INCSA3.132.457 $-543.149 $3.675.606 $+3.675.606 $
PAYCHEX INCPAYX2.197.682 $-710.288 $2.907.970 $-602.374 $3.510.344 $+3.510.344 $
PAN AMERICAN SILVER CORPPAAS3.370.551 $+3.370.551 $
ADVANCED MICRO DEVICES INCAMD3.297.207 $+1.152.842 $2.144.365 $+2.144.365 $
Constellation Energy CorpCEG2.960.263 $+2.960.263 $
Edwards Lifesciences CorpEW2.949.480 $+412.778 $2.536.702 $+2.536.702 $
LATTICE SEMICONDUCTOR CORPLSCC2.792.067 $+2.792.067 $
NETFLIX INCNFLX348.506 $-2.442.580 $2.791.086 $+2.379.840 $411.246 $+411.246 $
AES CORPAES2.479.730 $+2.229.868 $249.862 $+249.862 $
AFLAC INCAFL2.250.141 $+2.250.141 $
EXXON MOBIL CORPXOM2.246.367 $+175.391 $2.070.976 $+45.761 $2.025.215 $+2.025.215 $
DOVER CorpDOV1.843.456 $+1.843.456 $
ORACLE CORPORCL1.226.661 $-542.568 $1.769.229 $+995.708 $773.521 $+773.521 $
NVR INCNVR1.706.508 $+1.706.508 $
AbbVie Inc.ABBV771.329 $-486 $771.815 $+329.781 $442.034 $+442.034 $
BlackRock, Inc.BLK283.829 $+6.520 $277.309 $-389.064 $666.373 $+666.373 $
MORGAN STANLEYMS609.919 $+198.797 $411.122 $+411.122 $
PEPSICO INCPEP608.423 $+210.375 $398.048 $-642 $398.690 $+398.690 $
RTX CorpRTX590.765 $+61.370 $529.395 $+529.395 $
ELI LILLY & CoLLY552.477 $+200.949 $351.528 $+136.777 $214.751 $+214.751 $
COCA COLA COKO487.383 $+47.594 $439.789 $-51.336 $491.125 $+491.125 $
LAM RESEARCH CORPLRCX461.180 $+204.505 $256.675 $+256.675 $
WELLS FARGO & COMPANY/MNWFC439.326 $-5.007 $444.333 $+444.333 $
VERIZON COMMUNICATIONS INCVZ334.263 $-88.342 $422.605 $+126.371 $296.234 $+296.234 $
Mastercard IncMA415.343 $+2.802 $412.541 $+22.922 $389.619 $+389.619 $
DEERE & CODE405.500 $+405.500 $
UNITEDHEALTH GROUP INCUNH387.442 $+387.442 $
LOCKHEED MARTIN CORPLMT381.423 $+20.715 $360.708 $+360.708 $
PROCTER & GAMBLE CoPG324.178 $-5.949 $330.127 $+1.623 $328.504 $+328.504 $
Phillips 66PSX328.335 $+328.335 $
INTUITIVE SURGICAL INCISRG314.896 $-401 $315.297 $+315.297 $
JOHNSON & JOHNSONJNJ314.067 $+28.762 $285.305 $+31.967 $253.338 $+253.338 $
EMERSON ELECTRIC COEMR302.741 $+302.741 $
CUMMINS INCCMI294.716 $+294.716 $
Accenture plcACN276.617 $+276.617 $
CARPENTER TECHNOLOGY CORPCRS269.864 $+59.533 $210.331 $-10.632 $220.963 $+220.963 $
Vertiv Holdings CoVRT253.915 $+253.915 $
STARBUCKS CORPSBUX251.940 $+251.940 $
MCDONALDS CORPMCD251.592 $+4.687 $246.905 $+80 $246.825 $+246.825 $
Talen Energy CorpTLN248.144 $+248.144 $
CONOCOPHILLIPSCOP246.357 $+246.357 $
BOEING COBA244.477 $+21.740 $222.737 $+5.797 $216.940 $+216.940 $
MCKESSON CORPMCK222.550 $+222.550 $
ARES CAPITAL CORPARCC202.232 $+202.232 $
289.830.684 $+34.765.284 $255.065.400 $+104.881.493 $163.018.124 $+163.018.124 $
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