Investments: LM 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. ($)
4.861.486 $+4.301.191 $560.756 $-98.293 $659.269 $+223.150 $446.648 $+446.648 $
BANK OF AMERICA CORP /DE/BAC2.636.048 $+2.373.602 $262.446 $-8.153 $270.599 $+57.959 $212.640 $+212.640 $
MORGAN STANLEYMS690.552 $+666.656 $23.896 $+1.624 $22.272 $+1.948 $20.324 $+20.324 $
AMAZON COM INCAMZN269.201 $+210.047 $59.154 $+327 $58.827 $+11.513 $47.314 $+47.314 $
BlackRock, Inc.BLK239.818 $+221.208 $18.610 $+4.773 $13.837 $+736 $13.101 $+13.101 $
ALPHA PRO TECH LTDAPT183.698 $+138.253 $45.445 $+11.474 $33.971 $+4.176 $29.795 $+29.795 $
MICROSOFT CORPMSFT35.193 $+16.995 $18.198 $-98.734 $116.932 $+101.754 $15.178 $+15.178 $
APPFOLIO INCAPPF106.769 $+79.912 $26.857 $-35.330 $62.187 $+39.472 $22.715 $+22.715 $
iShares Bitcoin Trust ETFIBIT74.421 $+71.556 $2.865 $+1.968 $897 $+264 $633 $+633 $
BARCLAYS PLCBCS56.914 $+54.610 $2.304 $+75 $2.229 $+162 $2.067 $+2.067 $
ISHARES GOLD TRUSTIAU53.452 $+49.490 $3.962 $+461 $3.501 $+191 $3.310 $+3.310 $
Walmart Inc.WMT45.907 $+41.134 $4.773 $+484 $4.289 $+902 $3.387 $+3.387 $
PALATIN TECHNOLOGIES INCPTNT39.799 $+32.601 $7.198 $+1.846 $5.352 $+2.957 $2.395 $+2.395 $
BERKSHIRE HATHAWAY INCBRK-B39.624 $+13.380 $26.244 $+11.735 $14.509 $-1.315 $15.824 $+15.824 $
NVIDIA CORPNVDA36.097 $+29.339 $6.758 $+1.329 $5.429 $+538 $4.891 $+4.891 $
CITIGROUP INCC29.188 $+26.688 $2.500 $+823 $1.677 $+418 $1.259 $+1.259 $
PFIZER INCPFE28.520 $+27.980 $540 $+14 $526 $+36 $490 $+490 $
VERIZON COMMUNICATIONS INCVZ25.012 $+23.898 $1.114 $+17 $1.097 $-137 $1.234 $+1.234 $
Royalty Pharma plcRPRX17.679 $+17.679 $
NETFLIX INCNFLX16.942 $+15.335 $1.607 $-80 $1.687 $+1.191 $496 $+496 $
ORACLE CORPORCL16.932 $+12.330 $4.602 $+1.010 $3.592 $+1.286 $2.306 $+2.306 $
NEXTERA ENERGY INCNEE15.653 $+14.473 $1.180 $+95 $1.085 $+113 $972 $+972 $
REALTY INCOME CORPO14.723 $+13.920 $803 $-53 $856 $+167 $689 $+689 $
Walt Disney CoDIS14.667 $+12.990 $1.677 $+45 $1.632 $+350 $1.282 $+1.282 $
JPMORGAN CHASE & COJPM13.189 $+9.037 $4.152 $+368 $3.784 $+1.343 $2.441 $+2.441 $
COCA COLA COKO12.078 $+11.279 $799 $-53 $852 $-15 $867 $+867 $
SPS COMMERCE INCSPSC11.852 $+7.850 $4.002 $+2.881 $1.121 $+142 $979 $+979 $
ADVANCED MICRO DEVICES INCAMD11.391 $+9.570 $1.821 $+402 $1.419 $+564 $855 $+855 $
IREN LtdIREN10.413 $+10.129 $284 $+284 $
JOHNSON & JOHNSONJNJ9.137 $+7.447 $1.690 $+388 $1.302 $-1.016 $2.318 $+2.318 $
Birkenstock Holding plcBIRK8.700 $+8.352 $348 $+348 $
EXXON MOBIL CORPXOM8.225 $+7.302 $923 $+41 $882 $-100 $982 $+982 $
Roblox CorpRBLX5.269 $+5.269 $
ELI LILLY & CoLLY5.111 $+1.270 $3.841 $-81 $3.922 $-933 $4.855 $+4.855 $
UNITEDHEALTH GROUP INCUNH4.922 $+3.286 $1.636 $+621 $1.015 $-565 $1.580 $+1.580 $
Palo Alto Networks IncPANW4.897 $+3.956 $941 $+323 $618 $+233 $385 $+385 $
GSK plcGSK4.559 $+4.319 $240 $+21 $219 $-2 $221 $+221 $
NICOLET BANKSHARES INCNIC4.490 $+4.168 $322 $-15 $337 $-12 $349 $+349 $
CHEVRON CORPCVX4.487 $+3.791 $696 $+55 $641 $-113 $754 $+754 $
GOLDMAN SACHS GROUP INCGS4.010 $+807 $3.203 $+347 $2.856 $+683 $2.173 $+2.173 $
FISERV INCFISV4.005 $+4.005 $
TARGET CORPTGT3.898 $+3.576 $322 $-274 $596 $+81 $515 $+515 $
RTX CorpRTX3.715 $+3.107 $608 $+162 $446 $+39 $407 $+407 $
Mastercard IncMA3.666 $+1.492 $2.174 $-42 $2.216 $-306 $2.522 $+2.522 $
Bank of New York Mellon CorpBK3.488 $+3.109 $379 $+62 $317 $-429 $746 $+746 $
AppLovin CorpAPP3.417 $+3.417 $
BOSTON SCIENTIFIC CORPBSX2.789 $+2.516 $273 $-17 $290 $+15 $275 $+275 $
Eaton Corp plcETN2.715 $+1.667 $1.048 $+23 $1.025 $-1.304 $2.329 $+2.329 $
CONOCOPHILLIPSCOP2.656 $+2.406 $250 $+13 $237 $-41 $278 $+278 $
STATE STREET CORPSTT2.333 $+2.063 $270 $+22 $248 $+39 $209 $+209 $
BOEING COBA2.292 $+1.659 $633 $+18 $615 $+113 $502 $+502 $
PROCTER & GAMBLE CoPG2.224 $+1.885 $339 $-12 $351 $-829 $1.180 $+1.180 $
SBA COMMUNICATIONS CORPSBAC2.148 $+775 $1.373 $-342 $1.715 $+529 $1.186 $+1.186 $
AMERICAN EXPRESS COAXP2.074 $+1.387 $687 $+27 $660 $+100 $560 $+560 $
LOCKHEED MARTIN CORPLMT1.922 $+993 $929 $+105 $824 $+128 $696 $+696 $
WYNN RESORTS LTDWYNN1.900 $+1.656 $244 $+244 $
Phillips 66PSX1.741 $+1.505 $236 $+29 $207 $-9 $216 $+216 $
MCDONALDS CORPMCD1.628 $+1.135 $493 $-54 $547 $-888 $1.435 $+1.435 $
GENERAL ELECTRIC COGE1.246 $+961 $285 $+42 $243 $+42 $201 $+201 $
DARDEN RESTAURANTS INCDRI1.085 $+1.085 $
REINSURANCE GROUP OF AMERICA INCRGA960 $+960 $
PEPSICO INCPEP944 $+944 $
ASML HOLDING NVASML910 $+116 $794 $+177 $617 $-225 $842 $+842 $
EMERSON ELECTRIC COEMR886 $+886 $
AMGEN INCAMGN837 $+837 $
Booking Holdings Inc.BKNG832 $+832 $
PACCAR INCPCAR756 $+756 $
COLGATE PALMOLIVE COCL741 $+741 $
Owens CorningOC726 $+726 $
UNITED PARCEL SERVICE INCUPS725 $+725 $
MERCADOLIBRE INCMELI358 $-219 $577 $-68 $645 $+177 $468 $+468 $
MCKESSON CORPMCK541 $+93 $448 $+23 $425 $+425 $
ALLSTATE CORPALL515 $+515 $
AbbVie Inc.ABBV455 $+455 $
BROWN FORMAN CORPBF-A454 $+454 $
CATERPILLAR INCCAT384 $+384 $
KLA CORPKLAC281 $-21 $302 $-38 $340 $+80 $260 $+260 $
Oddity Tech LtdODD222 $-48 $270 $+270 $
FREEPORT-MCMORAN INCFCX239 $-25 $264 $+33 $231 $+231 $
DOLLAR GENERAL CORPDG229 $+229 $
ON SEMICONDUCTOR CORPON220 $+220 $
4.861.486 $+4.301.191 $560.756 $-98.293 $659.269 $+223.150 $446.648 $+446.648 $
Erweiterte Einstellungen ×