Investments: Advantage Trust Co

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. ($)
107.052.161 $-15.848.559 $123.201.859 $+8.882.980 $114.956.025 $+27.351.821 $87.604.204 $+87.604.204 $
BANK OF AMERICA CORP /DE/BAC97.447.831 $-6.472.792 $103.920.623 $+8.726.389 $95.194.234 $+18.447.519 $76.746.715 $+76.746.715 $
BERKSHIRE HATHAWAY INCBRK-B842.944 $-3.412.105 $4.255.049 $+143.398 $4.111.651 $+3.165.256 $946.395 $+946.395 $
Walmart Inc.WMT252.678 $-3.093.474 $3.346.152 $+171.431 $3.174.721 $+2.536.663 $638.058 $+638.058 $
MORGAN STANLEYMS3.009.615 $+153.107 $2.856.508 $+557.749 $2.298.759 $+324.524 $1.974.235 $+1.974.235 $
MICROSOFT CORPMSFT642.248 $-511.745 $1.153.993 $-53.719 $1.207.712 $+559.038 $648.674 $+648.674 $
MCDONALDS CORPMCD288.209 $-454.194 $742.403 $+28.631 $713.772 $-64.966 $778.738 $+778.738 $
BlackRock, Inc.BLK319.888 $-411.256 $731.144 $+11.254 $719.890 $+518.104 $201.786 $+201.786 $
ELI LILLY & CoLLY714.662 $+46.274 $668.388 $-14.480 $682.868 $+112.990 $569.878 $+569.878 $
ALPHA PRO TECH LTDAPT382.292 $-206.793 $589.085 $-52.278 $641.363 $+264.367 $376.996 $+376.996 $
NVIDIA CORPNVDA11.190 $-307.116 $318.306 $-188.210 $506.516 $+215.949 $290.567 $+290.567 $
RTX CorpRTX470.054 $-6.335 $476.389 $+60.670 $415.719 $+76.224 $339.495 $+339.495 $
ORACLE CORPORCL229.604 $-243.442 $473.046 $+105.310 $367.736 $+203.040 $164.696 $+164.696 $
DEERE & CODE249.080 $-68.716 $317.796 $-99.166 $416.962 $+107.191 $309.771 $+309.771 $
APPFOLIO INCAPPF292.250 $+18.523 $273.727 $-69.933 $343.660 $-28.408 $372.068 $+372.068 $
PEPSICO INCPEP232.072 $-65.239 $297.311 $-25.131 $322.442 $-43.712 $366.154 $+366.154 $
CATERPILLAR INCCAT95.669 $-160.560 $256.229 $-107.524 $363.753 $+176.756 $186.997 $+186.997 $
AbbVie Inc.ABBV185.991 $-83.522 $269.513 $-39.359 $308.872 $-43.750 $352.622 $+352.622 $
ISHARES GOLD TRUSTIAU278.170 $+19.691 $258.479 $+36.976 $221.503 $+28.586 $192.917 $+192.917 $
EXXON MOBIL CORPXOM48.136 $-194.277 $242.413 $-32.477 $274.890 $+179.746 $95.144 $+95.144 $
STARBUCKS CORPSBUX88.842 $-54.132 $142.974 $-11.881 $154.855 $+28.319 $126.536 $+126.536 $
PFIZER INCPFE140.685 $-10.921 $151.606 $+7.378 $144.228 $-6.545 $150.773 $+150.773 $
Palo Alto Networks IncPANW143.248 $+23.800 $119.448 $+119.448 $
JOHNSON & JOHNSONJNJ117.961 $-24.812 $142.773 $+13.699 $129.074 $-11.061 $140.135 $+140.135 $
AeroVironment IncAVAV142.475 $+82.880 $59.595 $+59.595 $
BECTON DICKINSON & COBDX77.628 $+2.760 $74.868 $-30.205 $105.073 $-34.654 $139.727 $+139.727 $
Duke Energy CORPDUK46.767 $-80.572 $127.339 $+5.917 $121.422 $+72.756 $48.666 $+48.666 $
COCA COLA COKO49.776 $-10.708 $60.484 $-62.763 $123.247 $+12.809 $110.438 $+110.438 $
CHEVRON CORPCVX16.765 $-4.044 $20.809 $-69.973 $90.782 $-15.280 $106.062 $+106.062 $
AMAZON COM INCAMZN98.726 $+13.109 $85.617 $+85.617 $
CONOCOPHILLIPSCOP94.590 $-3.496 $98.086 $+88.319 $9.767 $+9.767 $
BOEING COBA95.533 $+568 $94.965 $+2.772 $92.193 $+17.151 $75.042 $+75.042 $
YUM BRANDS INCYUM88.499 $-421 $88.920 $+2.234 $86.686 $-5.370 $92.056 $+92.056 $
GENERAL ELECTRIC COGE90.246 $+13.029 $77.217 $+77.217 $
HP INCHPQ11.140 $-2.475 $13.615 $-59.765 $73.380 $-9.690 $83.070 $+83.070 $
PROCTER & GAMBLE CoPG10.748 $-64.848 $75.596 $-2.789 $78.385 $+65.603 $12.782 $+12.782 $
MPLX LPMPLX72.114 $-2.814 $74.928 $+74.928 $
COLGATE PALMOLIVE COCL39.352 $-24.440 $63.792 $-8.746 $72.538 $+25.875 $46.663 $+46.663 $
Phillips 66PSX20.904 $-1.131 $22.035 $-45.012 $67.047 $-2.349 $69.396 $+69.396 $
SPS COMMERCE INCSPSC67.373 $+6.943 $60.430 $+8.609 $51.821 $+2.837 $48.984 $+48.984 $
UNITED PARCEL SERVICE INCUPS8.353 $-52.211 $60.564 $+5.569 $54.995 $+54.995 $
GENERAL DYNAMICS CORPGD58.332 $+3.816 $54.516 $+54.516 $
NEXTERA ENERGY INCNEE54.992 $+3.281 $51.711 $+4.158 $47.553 $-1.007 $48.560 $+48.560 $
HERSHEY COHSY49.785 $-1.524 $51.309 $+51.309 $
FORD MOTOR COF45.448 $+4.218 $41.230 $+41.230 $
AT&T INC.T1.242 $-42.981 $44.223 $-1.097 $45.320 $+42.690 $2.630 $+2.630 $
HALLIBURTON COHAL30.570 $-7.485 $38.055 $+38.055 $
FEDEX CORPFDX34.097 $-2.470 $36.567 $+36.567 $
Walt Disney CoDIS22.754 $-9.306 $32.060 $-2.663 $34.723 $+7.087 $27.636 $+27.636 $
PRICE T ROWE GROUP INCTROW20.988 $-10.317 $31.305 $+1.872 $29.433 $+1.413 $28.020 $+28.020 $
SOUTHERN COSO1.831 $-28.590 $30.421 $+944 $29.477 $+27.546 $1.931 $+1.931 $
JPMORGAN CHASE & COJPM14.500 $-13.889 $28.389 $+2.297 $26.092 $+4.015 $22.077 $+22.077 $
VERIZON COMMUNICATIONS INCVZ2.037 $-23.937 $25.974 $+401 $25.573 $+21.445 $4.128 $+4.128 $
PAYCHEX INCPAYX12.901 $-1.676 $14.577 $-3.751 $18.328 $-1.111 $19.439 $+19.439 $
RIO TINTO PLCRIO18.007 $+3.155 $14.852 $+1.728 $13.124 $-394 $13.518 $+13.518 $
Shell plcSHEL16.380 $+256 $16.124 $+16.124 $
XCEL ENERGY INCXEL16.130 $+2.510 $13.620 $+13.620 $
UNITEDHEALTH GROUP INCUNH7.799 $-5.295 $13.094 $+13.094 $
DIAGEO PLCDEO8.627 $-916 $9.543 $-541 $10.084 $-395 $10.479 $+10.479 $
GSK plcGSK10.358 $+1.142 $9.216 $+9.216 $
EMERSON ELECTRIC COEMR9.954 $+115 $9.839 $-161 $10.000 $+1.777 $8.223 $+8.223 $
Hewlett Packard Enterprise CoHPE8.647 $-195 $8.842 $+1.480 $7.362 $+1.807 $5.555 $+5.555 $
METLIFE INCMET8.237 $+195 $8.042 $+8.042 $
ALLSTATE CORPALL6.453 $-201 $6.654 $+413 $6.241 $-178 $6.419 $+6.419 $
FIFTH THIRD BANCORPFITB4.455 $+342 $4.113 $+4.113 $
Archer-Daniels-Midland CoADM3.465 $+3.465 $
AMGEN INCAMGN1.964 $-1.140 $3.104 $+33 $3.071 $-356 $3.427 $+3.427 $
Haleon plcHLN2.691 $-420 $3.111 $+3.111 $
ON SEMICONDUCTOR CORPON2.708 $+242 $2.466 $-155 $2.621 $+586 $2.035 $+2.035 $
UNITED GUARDIAN INCUG786 $-14 $800 $+800 $
107.052.161 $-15.848.559 $123.201.859 $+8.882.980 $114.956.025 $+27.351.821 $87.604.204 $+87.604.204 $
Erweiterte Einstellungen ×