Investments: UP STRATEGIC WEALTH INVESTMENT 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. ($)
128.664.456 $+2.441.970 $125.776.825 $+8.752.608 $119.298.829 $+16.080.403 $104.005.339 $+104.005.339 $
BANK OF AMERICA CORP /DE/BAC89.939.870 $+3.681.625 $86.258.245 $+4.799.391 $81.458.854 $+11.181.104 $70.277.750 $+70.277.750 $
NVIDIA CORPNVDA6.703.869 $-979.727 $7.683.596 $+929.839 $6.753.757 $+2.077.485 $4.676.272 $+4.676.272 $
APPFOLIO INCAPPF5.432.796 $-287.313 $5.720.109 $+973.822 $4.746.287 $-627.260 $5.373.547 $+5.373.547 $
MICROSOFT CORPMSFT3.452.211 $-1.181.495 $4.633.706 $-31.005 $4.664.711 $+1.612.039 $3.052.672 $+3.052.672 $
ALPHA PRO TECH LTDAPT4.301.192 $+522.343 $3.778.849 $+926.087 $2.852.762 $+214.470 $2.638.292 $+2.638.292 $
AMAZON COM INCAMZN2.534.566 $-141.520 $2.676.086 $-98.759 $2.774.845 $+105.877 $2.668.968 $+2.668.968 $
JPMORGAN CHASE & COJPM1.759.982 $+91.220 $1.668.762 $+35.409 $1.633.353 $+429.420 $1.203.933 $+1.203.933 $
Walmart Inc.WMT1.507.521 $+207.338 $1.300.183 $+134.156 $1.166.027 $+81.205 $1.084.822 $+1.084.822 $
ELI LILLY & CoLLY1.344.484 $+295.394 $1.049.090 $+95.925 $953.165 $-40.656 $993.821 $+993.821 $
Mastercard IncMA1.168.267 $-24.327 $1.192.594 $-130.326 $1.322.920 $+21.683 $1.301.237 $+1.301.237 $
UNITEDHEALTH GROUP INCUNH383.437 $-670.399 $1.053.836 $+366.254 $687.582 $-578.846 $1.266.428 $+1.266.428 $
BERKSHIRE HATHAWAY INCBRK-B805.323 $+163.987 $641.336 $-30.970 $672.306 $-64.785 $737.091 $+737.091 $
NETFLIX INCNFLX365.132 $-164.316 $529.448 $-193.683 $723.131 $+226.092 $497.039 $+497.039 $
AbbVie Inc.ABBV637.222 $-7.957 $645.179 $+74.026 $571.153 $-89.464 $660.617 $+660.617 $
JOHNSON & JOHNSONJNJ651.813 $+132.595 $519.218 $+70.591 $448.627 $-124.848 $573.475 $+573.475 $
PEPSICO INCPEP216.011 $-185.523 $401.534 $-248.306 $649.840 $+649.840 $
ORACLE CORPORCL296.098 $-335.056 $631.154 $+101.510 $529.644 $+216.260 $313.384 $+313.384 $
PROCTER & GAMBLE CoPG594.967 $+293.810 $301.157 $-71.467 $372.624 $-217.859 $590.483 $+590.483 $
EXXON MOBIL CORPXOM451.025 $-136.485 $587.510 $+55.060 $532.450 $+532.450 $
MCDONALDS CORPMCD584.635 $+42.816 $541.819 $+44.545 $497.274 $-84.672 $581.946 $+581.946 $
CATERPILLAR INCCAT514.150 $+136.043 $378.107 $+103.254 $274.853 $+23.215 $251.638 $+251.638 $
RTX CorpRTX497.246 $+104.275 $392.971 $-56.041 $449.012 $+16.132 $432.880 $+432.880 $
COCA COLA COKO455.845 $+76.508 $379.337 $-99.712 $479.049 $-3.742 $482.791 $+482.791 $
ADVANCED MICRO DEVICES INCAMD412.711 $-59.717 $472.428 $+191.466 $280.962 $+280.962 $
AT&T INC.T345.799 $-10.500 $356.299 $-40.151 $396.450 $-49.837 $446.287 $+446.287 $
SCHWAB CHARLES CORPSCHW433.140 $+44.312 $388.828 $+12.371 $376.457 $+76.018 $300.439 $+300.439 $
CHEVRON CORPCVX423.717 $+67.458 $356.259 $+100.596 $255.663 $-129.571 $385.234 $+385.234 $
NEXTERA ENERGY INCNEE353.675 $+106.943 $246.732 $-44.832 $291.564 $-27.441 $319.005 $+319.005 $
Accenture plcACN330.451 $+330.451 $
AMERICAN EXPRESS COAXP305.637 $+24.245 $281.392 $+9.940 $271.452 $+29.037 $242.415 $+242.415 $
BlackRock, Inc.BLK287.227 $+23.398 $263.829 $+4.434 $259.395 $+32.656 $226.739 $+226.739 $
GENERAL ELECTRIC COGE282.339 $+18.385 $263.954 $+37.589 $226.365 $+226.365 $
ANALOG DEVICES INCADI278.471 $+76.043 $202.428 $+111 $202.317 $+202.317 $
PALATIN TECHNOLOGIES INCPTNT277.872 $+66.984 $210.888 $+210.888 $
Constellation Energy CorpCEG276.302 $+55.534 $220.768 $+220.768 $
AMGEN INCAMGN249.039 $+36.250 $212.789 $+212.789 $
COMCAST CORPCMCSA219.815 $-26.235 $246.050 $+246.050 $
INTUITIVE SURGICAL INCISRG243.673 $+243.673 $
INTEL CORPINTC239.695 $+239.695 $
NICOLET BANKSHARES INCNIC238.411 $+27.530 $210.881 $+210.881 $
MORGAN STANLEYMS236.467 $+22.745 $213.722 $+213.722 $
LOCKHEED MARTIN CORPLMT218.877 $+218.877 $
Walt Disney CoDIS216.026 $+216.026 $
TARGET CORPTGT206.475 $+206.475 $
Booking Holdings Inc.BKNG202.624 $+202.624 $
LINDE PLCLIN202.217 $+202.217 $
CVS HEALTH CorpCVS201.998 $+201.998 $
128.664.456 $+2.441.970 $125.776.825 $+8.752.608 $119.298.829 $+16.080.403 $104.005.339 $+104.005.339 $
Erweiterte Einstellungen ×