Investments: MN 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. ($)
164.619.112 $+10.013.650 $155.155.358 $+10.746.623 $144.205.198 $-2.495.032 $146.903.767 $+146.903.767 $
BANK OF AMERICA CORP /DE/BAC126.217.450 $+5.961.557 $120.255.893 $+7.473.048 $112.782.845 $-2.039.924 $114.822.769 $+114.822.769 $
BlackRock, Inc.BLK1.776.240 $-1.684.150 $3.460.390 $-1.097.217 $4.557.607 $+330.906 $4.226.701 $+4.226.701 $
JPMORGAN CHASE & COJPM655.537 $+29.396 $626.141 $+70.821 $555.320 $-3.378.023 $3.933.343 $+3.933.343 $
APPFOLIO INCAPPF3.560.885 $-124.744 $3.685.629 $+773.763 $2.911.866 $-63.558 $2.975.424 $+2.975.424 $
NICOLET BANKSHARES INCNIC3.468.041 $+3.468.041 $
NVIDIA CORPNVDA3.178.137 $-28.543 $3.206.680 $+551.844 $2.654.836 $+708.348 $1.946.488 $+1.946.488 $
ALPHA PRO TECH LTDAPT2.891.084 $+788.596 $2.102.488 $+504.050 $1.598.438 $+354.368 $1.244.070 $+1.244.070 $
MICROSOFT CORPMSFT2.686.915 $-139.668 $2.826.583 $+152.267 $2.674.316 $+903.084 $1.771.232 $+1.771.232 $
BERKSHIRE HATHAWAY INCBRK-B2.072.413 $-118.283 $2.190.696 $+128.781 $2.061.915 $-175.203 $2.237.118 $+2.237.118 $
ELI LILLY & CoLLY2.144.798 $+614.411 $1.530.387 $-7.803 $1.538.190 $-199.889 $1.738.079 $+1.738.079 $
AMAZON COM INCAMZN1.649.671 $+37.588 $1.612.083 $+12.949 $1.599.134 $+330.861 $1.268.273 $+1.268.273 $
Walmart Inc.WMT1.463.336 $+171.404 $1.291.932 $+89.167 $1.202.765 $+188.831 $1.013.934 $+1.013.934 $
DEXCOM INCDXCM514.766 $-170.179 $684.945 $-317.231 $1.002.176 $-443.523 $1.445.699 $+1.445.699 $
COCA COLA COKO977.111 $+3.010 $974.101 $-67.963 $1.042.064 $-340.944 $1.383.008 $+1.383.008 $
Accenture plcACN1.351.084 $+511.973 $839.111 $+839.111 $
PEPSICO INCPEP814.090 $-487.343 $1.301.433 $+116.900 $1.184.533 $-129.629 $1.314.162 $+1.314.162 $
SPS COMMERCE INCSPSC1.081.530 $+127.449 $954.081 $+547.438 $406.643 $-5.109 $411.752 $+411.752 $
EQUITY BANCSHARES INCEQBK752.655 $+69.533 $683.122 $+756 $682.366 $+26.132 $656.234 $+656.234 $
Shift4 Payments, Inc.FOUR426.370 $-190.121 $616.491 $-104.931 $721.422 $+721.422 $
BROWN FORMAN CORPBF-A549.896 $+2.973 $546.923 $-122.468 $669.391 $+669.391 $
ORACLE CORPORCL395.823 $-159.252 $555.075 $+128.475 $426.600 $+166.663 $259.937 $+259.937 $
Eaton Corp plcETN218.498 $-44.600 $263.098 $-240.972 $504.070 $+186.844 $317.226 $+317.226 $
AbbVie Inc.ABBV500.550 $+3.428 $497.122 $+125.191 $371.931 $-45.029 $416.960 $+416.960 $
MCDONALDS CORPMCD452.759 $+10.022 $442.737 $-14.435 $457.172 $-12.677 $469.849 $+469.849 $
CHEVRON CORPCVX444.526 $-14.850 $459.376 $+55.370 $404.006 $-62.841 $466.847 $+466.847 $
PFIZER INCPFE232.084 $-88.281 $320.365 $-77.703 $398.068 $-42.347 $440.415 $+440.415 $
NETFLIX INCNFLX322.441 $-82.794 $405.235 $-28.643 $433.878 $+124.278 $309.600 $+309.600 $
UNITEDHEALTH GROUP INCUNH384.662 $+6.357 $378.305 $+88.413 $289.892 $+289.892 $
KLA CORPKLAC383.028 $+97.474 $285.554 $+285.554 $
AeroVironment IncAVAV325.826 $+325.826 $
TANDEM DIABETES CARE INCTNDM302.665 $+91.065 $211.600 $+8.063 $203.537 $+203.537 $
CATERPILLAR INCCAT302.246 $+51.078 $251.168 $+251.168 $
HERSHEY COHSY279.815 $+488 $279.327 $+49.527 $229.800 $-21.409 $251.209 $+251.209 $
EXXON MOBIL CORPXOM276.659 $+53.937 $222.722 $+222.722 $
Haleon plcHLN262.194 $+23.573 $238.621 $-25.111 $263.732 $+4.861 $258.871 $+258.871 $
MICRON TECHNOLOGY INCMU257.353 $+257.353 $
GENERAL ELECTRIC COGE257.238 $+5.945 $251.293 $+50.191 $201.102 $+201.102 $
EMERSON ELECTRIC COEMR255.630 $+9.355 $246.275 $-9.593 $255.868 $+44.133 $211.735 $+211.735 $
MORGAN STANLEYMS252.869 $+3.479 $249.390 $+3.670 $245.720 $+5.816 $239.904 $+239.904 $
JOHNSON & JOHNSONJNJ247.674 $+41.661 $206.013 $+206.013 $
ADVANCED MICRO DEVICES INCAMD207.949 $+207.949 $
Nu Holdings Ltd.NU190.217 $+190.217 $
Daiwa Securities Group Inc.DSEEY184.293 $+184.293 $
164.619.112 $+10.013.650 $155.155.358 $+10.746.623 $144.205.198 $-2.495.032 $146.903.767 $+146.903.767 $
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