Investments: United Advisor Group, 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. ($)
648.593.906 $+46.670.952 $603.632.099 $+141.184.386 $463.554.919 $+69.523.837 $394.604.238 $+394.604.238 $
BANK OF AMERICA CORP /DE/BAC410.808.544 $+31.544.150 $379.264.394 $+80.577.879 $298.686.515 $+32.207.647 $266.478.868 $+266.478.868 $
NVIDIA CORPNVDA26.526.291 $-962.586 $27.488.877 $+7.629.905 $19.858.972 $+7.095.361 $12.763.611 $+12.763.611 $
APPFOLIO INCAPPF23.771.503 $+1.078.667 $22.692.836 $+8.291.510 $14.401.326 $-136.687 $14.538.013 $+14.538.013 $
AMAZON COM INCAMZN18.755.829 $+3.402.971 $15.352.858 $+4.698.183 $10.654.675 $+1.738.140 $8.916.535 $+8.916.535 $
PALATIN TECHNOLOGIES INCPTNT16.870.075 $-1.013.652 $17.883.727 $+5.591.480 $12.292.247 $+4.991.900 $7.300.347 $+7.300.347 $
BlackRock, Inc.BLK17.089.703 $-437.633 $17.527.336 $+2.502.296 $15.025.040 $+5.875.801 $9.149.239 $+9.149.239 $
MICROSOFT CORPMSFT15.799.617 $-465.612 $16.265.229 $+4.124.960 $12.140.269 $+3.477.456 $8.662.813 $+8.662.813 $
MORGAN STANLEYMS14.379.576 $+2.105.898 $12.273.678 $+2.128.878 $10.144.800 $+2.786.150 $7.358.650 $+7.358.650 $
ALPHA PRO TECH LTDAPT13.861.329 $+2.703.749 $11.157.580 $+7.075.884 $4.081.696 $+964.838 $3.116.858 $+3.116.858 $
JPMORGAN CHASE & COJPM7.057.475 $+465.527 $6.591.948 $+1.391.253 $5.200.695 $+1.086.769 $4.113.926 $+4.113.926 $
UNITED PARCEL SERVICE INCUPS6.852.839 $+1.236.616 $5.616.223 $-883.203 $6.499.426 $-459.201 $6.958.627 $+6.958.627 $
EXXON MOBIL CORPXOM5.029.151 $+334.835 $4.694.316 $-496.925 $5.191.241 $-406.583 $5.597.824 $+5.597.824 $
Walmart Inc.WMT4.380.776 $+531.244 $3.849.532 $+621.941 $3.227.591 $+723.469 $2.504.122 $+2.504.122 $
ADVANCED MICRO DEVICES INCAMD4.290.910 $+664.549 $3.626.361 $+3.140.353 $486.008 $+137.514 $348.494 $+348.494 $
PROCTER & GAMBLE CoPG3.549.182 $-311.570 $3.860.752 $+697.801 $3.162.951 $-440.084 $3.603.035 $+3.603.035 $
CITIGROUP INCC774.031 $+50.589 $723.442 $-2.641.236 $3.364.678 $+883.478 $2.481.200 $+2.481.200 $
VERIZON COMMUNICATIONS INCVZ2.694.518 $-372.884 $3.067.402 $+895.751 $2.171.651 $-62.238 $2.233.889 $+2.233.889 $
CHEVRON CORPCVX2.014.715 $-256.493 $2.271.208 $+1.349.374 $921.834 $+8.039 $913.795 $+913.795 $
PFIZER INCPFE2.225.399 $+699.880 $1.525.519 $+1.160.780 $364.739 $+54.248 $310.491 $+310.491 $
ARES CAPITAL CORPARCC2.136.301 $-15.542 $2.151.843 $+125.616 $2.026.227 $-22.177 $2.048.404 $+2.048.404 $
iShares Bitcoin Trust ETFIBIT1.153.320 $-810.070 $1.963.390 $+1.161.417 $801.973 $+801.973 $
JOHNSON & JOHNSONJNJ1.795.943 $+343.449 $1.452.494 $+510.769 $941.725 $-34.818 $976.543 $+976.543 $
ELI LILLY & CoLLY1.597.617 $+687.038 $910.579 $+282.089 $628.490 $+178.215 $450.275 $+450.275 $
MCDONALDS CORPMCD1.583.929 $+6.714 $1.577.215 $+442.166 $1.135.049 $+28.078 $1.106.971 $+1.106.971 $
SPS COMMERCE INCSPSC1.565.028 $+129.640 $1.435.388 $+233.443 $1.201.945 $+830.821 $371.124 $+371.124 $
MICRON TECHNOLOGY INCMU1.562.699 $+346.914 $1.215.785 $+1.005.134 $210.651 $+210.651 $
BERKSHIRE HATHAWAY INCBRK-B1.544.643 $+89.713 $1.454.930 $+115.176 $1.339.754 $+126.004 $1.213.750 $+1.213.750 $
INTUITIVE SURGICAL INCISRG1.500.854 $+243.690 $1.257.164 $-202.979 $1.460.143 $+261.094 $1.199.049 $+1.199.049 $
Nebius Group N.V.NBIS1.456.467 $+1.456.467 $
COCA COLA COKO1.407.145 $+341.469 $1.065.676 $+260.540 $805.136 $+31.403 $773.733 $+773.733 $
GOLDMAN SACHS GROUP INCGS1.383.174 $+165.124 $1.218.050 $+322.038 $896.012 $+210.964 $685.048 $+685.048 $
UNITEDHEALTH GROUP INCUNH1.269.093 $-53.364 $1.322.457 $+751.466 $570.991 $-410.198 $981.189 $+981.189 $
AbbVie Inc.ABBV1.301.625 $+45.407 $1.256.218 $+679.262 $576.956 $-34.342 $611.298 $+611.298 $
NETFLIX INCNFLX993.012 $-289.832 $1.282.844 $+16.027 $1.266.817 $+549.701 $717.116 $+717.116 $
AT&T INC.T1.121.002 $-140.923 $1.261.925 $+180.830 $1.081.095 $+75.854 $1.005.241 $+1.005.241 $
ORACLE CORPORCL1.144.973 $+323.258 $821.715 $+56.012 $765.703 $+765.703 $
3M COMMM1.083.142 $+135.458 $947.684 $+28.154 $919.530 $-17.143 $936.673 $+936.673 $
ASML HOLDING NVASML1.018.507 $+179.173 $839.334 $+158.152 $681.182 $+287.580 $393.602 $+393.602 $
RTX CorpRTX1.010.972 $+103.979 $906.993 $+321.307 $585.686 $+29.486 $556.200 $+556.200 $
Walt Disney CoDIS756.778 $-65.655 $822.433 $-180.863 $1.003.296 $+644.774 $358.522 $+358.522 $
SOUTHERN COSO986.232 $+33.212 $953.020 $+560.447 $392.573 $-421 $392.994 $+392.994 $
CATERPILLAR INCCAT978.846 $+217.298 $761.548 $+409.053 $352.495 $+76.452 $276.043 $+276.043 $
GENERAL ELECTRIC COGE959.858 $+27.349 $932.509 $+356.985 $575.524 $+280.903 $294.621 $+294.621 $
Mastercard IncMA874.944 $-67.734 $942.678 $+305.946 $636.732 $+253.048 $383.684 $+383.684 $
LOCKHEED MARTIN CORPLMT866.548 $+79.141 $787.407 $+174.706 $612.701 $+69.585 $543.116 $+543.116 $
COPART INCCPRT816.434 $+282.280 $534.154 $+24.955 $509.199 $-27.501 $536.700 $+536.700 $
TARGET CORPTGT556.686 $-103.506 $660.192 $-84.122 $744.314 $-53.205 $797.519 $+797.519 $
FEDEX CORPFDX793.290 $+134.636 $658.654 $+5.820 $652.834 $-38.282 $691.116 $+691.116 $
DOLLAR GENERAL CORPDG329.933 $+53.368 $276.565 $-433.849 $710.414 $+451.020 $259.394 $+259.394 $
INTEL CORPINTC689.879 $+325.526 $364.353 $+364.353 $
ROPER TECHNOLOGIES INCROP425.989 $-224.801 $650.790 $-22.616 $673.406 $+58.474 $614.932 $+614.932 $
Sea LtdSE267.004 $-394.654 $661.658 $+661.658 $
CINTAS CORPCTAS564.027 $-47.237 $611.264 $-40.854 $652.118 $+262.433 $389.685 $+389.685 $
PEPSICO INCPEP647.607 $+61.410 $586.197 $+103.063 $483.134 $+32.114 $451.020 $+451.020 $
Zoetis Inc.ZTS459.300 $-155.263 $614.563 $-2.687 $617.250 $-25.708 $642.958 $+642.958 $
KLA CORPKLAC320.781 $-294.021 $614.802 $+9.282 $605.520 $+605.520 $
CHIPOTLE MEXICAN GRILL INCCMG379.435 $-70.231 $449.666 $-159.842 $609.508 $+76.378 $533.130 $+533.130 $
NEXTERA ENERGY INCNEE550.240 $+136.634 $413.606 $+123.222 $290.384 $+63.111 $227.273 $+227.273 $
SCHWAB CHARLES CORPSCHW543.415 $+543.415 $
TWILIO INCTWLO538.805 $+104.615 $434.190 $+434.190 $
SYNOPSYS INCSNPS447.643 $-72.883 $520.526 $+520.526 $
STARBUCKS CORPSBUX234.785 $-197.609 $432.394 $-19.708 $452.102 $-63.459 $515.561 $+515.561 $
Bank of New York Mellon CorpBK456.693 $+30.497 $426.196 $-80.284 $506.480 $+86.878 $419.602 $+419.602 $
AMGEN INCAMGN501.392 $+53.299 $448.093 $+166.091 $282.002 $-4.936 $286.938 $+286.938 $
ENBRIDGE INCENB392.876 $-34.066 $426.942 $-23.539 $450.481 $-21.243 $471.724 $+471.724 $
AFLAC INCAFL463.500 $+234.295 $229.205 $+22.948 $206.257 $+206.257 $
BOEING COBA451.610 $+6.353 $445.257 $+148.982 $296.275 $+296.275 $
FIFTH THIRD BANCORPFITB435.868 $+12.487 $423.381 $+16.958 $406.423 $+36.767 $369.656 $+369.656 $
Sunoco LPSUN424.154 $+19.423 $404.731 $-28.973 $433.704 $-527 $434.231 $+434.231 $
Palo Alto Networks IncPANW232.829 $-183.778 $416.607 $+416.607 $
Otis Worldwide CorpOTIS414.993 $+414.993 $
LAS VEGAS SANDS CORPLVS412.866 $+412.866 $
Booking Holdings Inc.BKNG396.750 $-13.918 $410.668 $+115.204 $295.464 $+69.657 $225.807 $+225.807 $
MICROCHIP TECHNOLOGY INCMCHP380.064 $+380.064 $
COMMONWEALTH EQUITY SERVICES, LLC240.470 $-38.942 $279.412 $-92.465 $371.877 $+3.320 $368.557 $+368.557 $
UNILEVER PLCUL367.744 $+40.815 $326.929 $+326.929 $
WYNN RESORTS LTDWYNN366.899 $+366.899 $
Trane Technologies plcTT252.591 $-43.625 $296.216 $-67.272 $363.488 $+363.488 $
EMERSON ELECTRIC COEMR355.690 $+4.652 $351.038 $+8.247 $342.791 $+60.687 $282.104 $+282.104 $
Duke Energy CORPDUK349.503 $+2.427 $347.076 $+74.954 $272.122 $+18.423 $253.699 $+253.699 $
LAM RESEARCH CORPLRCX338.681 $+338.681 $
KROGER COKR219.285 $+1.656 $217.629 $-113.820 $331.449 $+331.449 $
Parker-Hannifin CorpPH314.668 $+94.046 $220.622 $+220.622 $
TE Connectivity plcTEL307.317 $+71.595 $235.722 $+235.722 $
LINDE PLCLIN290.792 $-14.853 $305.645 $+305.645 $
Medtronic plcMDT298.505 $+27.547 $270.958 $+16.857 $254.101 $-20.331 $274.432 $+274.432 $
ETSY INCETSY241.925 $-51.411 $293.336 $+293.336 $
ANALOG DEVICES INCADI282.933 $+58.609 $224.324 $+224.324 $
Bitfarms LtdBITF29.140 $-252.860 $282.000 $+282.000 $
STRYKER CORPSYK244.975 $-28.581 $273.556 $-7.341 $280.897 $+62.014 $218.883 $+218.883 $
WESTERN DIGITAL CORPWDC280.456 $+280.456 $
CARDINAL HEALTH INCCAH275.940 $+275.940 $
Constellation Energy CorpCEG273.078 $+7.189 $265.889 $+7.358 $258.531 $+258.531 $
CONOCOPHILLIPSCOP262.949 $-7.484 $270.433 $+55.775 $214.658 $-39.910 $254.568 $+254.568 $
RAYMOND JAMES FINANCIAL INCRJF267.768 $+267.768 $
NICOLET BANKSHARES INCNIC260.517 $+260.517 $
DEERE & CODE241.287 $+15.453 $225.834 $+225.834 $
PRICE T ROWE GROUP INCTROW231.993 $-6.029 $238.022 $+29.196 $208.826 $+8.366 $200.460 $+200.460 $
Shell plcSHEL234.994 $+234.994 $
GENERAL DYNAMICS CORPGD231.622 $+25.317 $206.305 $+206.305 $
FMC CORPFMC227.843 $+227.843 $
DELTA AIR LINES, INC.DAL212.433 $+212.433 $
ISHARES GOLD TRUSTIAU211.089 $+211.089 $
SANDSTORM GOLD LTDSAND208.909 $+61.461 $147.448 $+29.019 $118.429 $+118.429 $
COLGATE PALMOLIVE COCL207.648 $+207.648 $
NEW YORK TIMES CONYT205.761 $+205.761 $
FORD MOTOR COF167.201 $+167.201 $
PLUG POWER INCPLUG166.824 $+17.280 $149.544 $+149.544 $
American Bitcoin Corp.ABTC1.020 $+1.020 $
648.593.906 $+46.670.952 $603.632.099 $+141.184.386 $463.554.919 $+69.523.837 $394.604.238 $+394.604.238 $
Erweiterte Einstellungen ×