Investments: AVISO WEALTH MANAGEMENT

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. ($)
227.035.922 $+7.332.036 $219.568.061 $+14.706.410 $205.502.374 $+24.543.927 $180.958.447 $+180.958.447 $
BANK OF AMERICA CORP /DE/BAC77.087.661 $+529.799 $76.557.862 $+908.130 $75.649.732 $+7.384.383 $68.265.349 $+68.265.349 $
APPFOLIO INCAPPF21.285.565 $+1.095.317 $20.190.248 $+3.808.514 $16.381.734 $-1.248.808 $17.630.542 $+17.630.542 $
ALPHA PRO TECH LTDAPT14.057.927 $+2.571.708 $11.486.219 $+3.007.473 $8.478.746 $+1.041.607 $7.437.139 $+7.437.139 $
NVIDIA CORPNVDA12.782.959 $-409.467 $13.192.426 $+1.290.489 $11.901.937 $+3.608.879 $8.293.058 $+8.293.058 $
NETFLIX INCNFLX8.440.213 $-2.495.496 $10.935.709 $-1.975.245 $12.910.954 $+3.110.716 $9.800.238 $+9.800.238 $
MICROSOFT CORPMSFT8.809.703 $-741.110 $9.550.813 $+500.761 $9.050.052 $+2.520.877 $6.529.175 $+6.529.175 $
AMAZON COM INCAMZN7.652.730 $+535.105 $7.117.625 $+167.087 $6.950.538 $+1.116.748 $5.833.790 $+5.833.790 $
ELI LILLY & CoLLY5.335.041 $+1.744.892 $3.590.149 $+739.168 $2.850.981 $+1.149.274 $1.701.707 $+1.701.707 $
GENERAL ELECTRIC COGE4.282.796 $-419.838 $4.702.634 $+687.231 $4.015.403 $+999.685 $3.015.718 $+3.015.718 $
GOLDMAN SACHS GROUP INCGS4.700.660 $+423.783 $4.276.877 $+640.139 $3.636.738 $+866.504 $2.770.234 $+2.770.234 $
AbbVie Inc.ABBV4.279.707 $+48.352 $4.231.355 $+930.882 $3.300.473 $-196.875 $3.497.348 $+3.497.348 $
BERKSHIRE HATHAWAY INCBRK-B4.053.370 $-75.131 $4.128.501 $+98.553 $4.029.948 $-246.137 $4.276.085 $+4.276.085 $
JOHNSON & JOHNSONJNJ3.539.201 $+170.240 $3.368.961 $+660.561 $2.708.400 $-266.348 $2.974.748 $+2.974.748 $
Mastercard IncMA3.459.300 $+585.488 $2.873.812 $+249.115 $2.624.697 $+862.638 $1.762.059 $+1.762.059 $
CHEVRON CORPCVX3.246.047 $+150.975 $3.095.072 $+415.869 $2.679.203 $+97.097 $2.582.106 $+2.582.106 $
BOEING COBA2.946.753 $+1.233.063 $1.713.690 $+855.874 $857.816 $+159.243 $698.573 $+698.573 $
MICRON TECHNOLOGY INCMU2.657.656 $+1.100.909 $1.556.747 $+415.698 $1.141.049 $+364.899 $776.150 $+776.150 $
Eaton Corp plcETN1.772.402 $-779.734 $2.552.136 $+38.450 $2.513.686 $+521.353 $1.992.333 $+1.992.333 $
JPMORGAN CHASE & COJPM2.423.986 $+76.299 $2.347.687 $+194.893 $2.152.794 $+397.027 $1.755.767 $+1.755.767 $
INTUITIVE SURGICAL INCISRG2.355.491 $+1.182.407 $1.173.084 $+853.016 $320.068 $+30.830 $289.238 $+289.238 $
SCHWAB CHARLES CORPSCHW2.313.959 $+342.516 $1.971.443 $+137.582 $1.833.861 $+358.071 $1.475.790 $+1.475.790 $
EXXON MOBIL CORPXOM2.065.940 $+160.571 $1.905.369 $+46.436 $1.858.933 $-82.773 $1.941.706 $+1.941.706 $
Strategy IncMSTR657.944 $-737.225 $1.395.169 $-355.147 $1.750.316 $+502.107 $1.248.209 $+1.248.209 $
COMCAST CORPCMCSA886.145 $-361.273 $1.247.418 $-167.281 $1.414.699 $-199.810 $1.614.509 $+1.614.509 $
NEXTERA ENERGY INCNEE1.584.069 $+158.701 $1.425.368 $+75.737 $1.349.631 $+72.153 $1.277.478 $+1.277.478 $
CATERPILLAR INCCAT1.563.577 $+212.662 $1.350.915 $+275.999 $1.074.916 $+212.097 $862.819 $+862.819 $
Kraft Heinz CoKHC803.233 $-203.827 $1.007.060 $-114.473 $1.121.533 $-424.422 $1.545.955 $+1.545.955 $
ORACLE CORPORCL1.214.496 $-323.341 $1.537.837 $+331.642 $1.206.195 $+588.366 $617.829 $+617.829 $
Constellation Energy CorpCEG1.372.507 $-44.362 $1.416.869 $+3.340 $1.413.529 $+619.444 $794.085 $+794.085 $
PEPSICO INCPEP1.239.260 $+4.204 $1.235.056 $+19.716 $1.215.340 $-138.733 $1.354.073 $+1.354.073 $
PFIZER INCPFE849.202 $-127.057 $976.259 $-58.394 $1.034.653 $-239.156 $1.273.809 $+1.273.809 $
EXELON CORPEXC1.074.412 $-96.355 $1.170.767 $+10.872 $1.159.895 $-30.561 $1.190.456 $+1.190.456 $
CONSOLIDATED EDISON INCED870.231 $-10.313 $880.544 $-1.019 $881.563 $-119.737 $1.001.300 $+1.001.300 $
UNITEDHEALTH GROUP INCUNH435.009 $+69.070 $365.939 $-164.400 $530.339 $-428.630 $958.969 $+958.969 $
CITIGROUP INCC951.171 $+169.798 $781.373 $+192.235 $589.138 $+170.704 $418.434 $+418.434 $
PROCTER & GAMBLE CoPG847.494 $-49.760 $897.254 $-27.213 $924.467 $-26.678 $951.145 $+951.145 $
VERIZON COMMUNICATIONS INCVZ764.517 $-161.264 $925.781 $+26.182 $899.599 $+11.700 $887.899 $+887.899 $
AMERICAN EXPRESS COAXP909.883 $+113.172 $796.711 $+32.177 $764.534 $+122.624 $641.910 $+641.910 $
Walmart Inc.WMT851.701 $-51.593 $903.294 $+329.351 $573.943 $+96.300 $477.643 $+477.643 $
STARBUCKS CORPSBUX492.895 $-78.185 $571.080 $-183.892 $754.972 $-94.424 $849.396 $+849.396 $
AMGEN INCAMGN837.644 $+188.039 $649.605 $+51.075 $598.530 $-73.203 $671.733 $+671.733 $
HUBSPOT INCHUBS424.375 $-141.897 $566.272 $-160.965 $727.237 $-45.433 $772.670 $+772.670 $
LOCKHEED MARTIN CORPLMT580.458 $-71.826 $652.284 $-10.763 $663.047 $+20.314 $642.733 $+642.733 $
Booking Holdings Inc.BKNG599.797 $-4.921 $604.718 $-49.466 $654.184 $+55.286 $598.898 $+598.898 $
ADVANCED MICRO DEVICES INCAMD632.414 $+220.982 $411.432 $+70.588 $340.844 $+82.556 $258.288 $+258.288 $
PALATIN TECHNOLOGIES INCPTNT551.558 $+551.558 $
Silicon Motion Technology CORPSIMO476.379 $-39.286 $515.665 $+106.821 $408.844 $+133.852 $274.992 $+274.992 $
RTX CorpRTX496.501 $+140.389 $356.112 $-63.287 $419.399 $+33.384 $386.015 $+386.015 $
Walt Disney CoDIS351.449 $-90.816 $442.265 $-39.325 $481.590 $+80.831 $400.759 $+400.759 $
STRYKER CORPSYK480.459 $+161.803 $318.656 $-34.642 $353.298 $-712 $354.010 $+354.010 $
COCA COLA COKO436.528 $+3.228 $433.300 $+7.847 $425.453 $-8.312 $433.765 $+433.765 $
Palo Alto Networks IncPANW289.010 $-46.352 $335.362 $-63.891 $399.253 $-36.220 $435.473 $+435.473 $
UNITED PARCEL SERVICE INCUPS219.023 $-215.498 $434.521 $+434.521 $
TEXTRON INCTXT378.522 $-18.272 $396.794 $+19.725 $377.069 $+18.605 $358.464 $+358.464 $
CONOCOPHILLIPSCOP240.502 $-47.970 $288.472 $-14.955 $303.427 $-78.697 $382.124 $+382.124 $
MCDONALDS CORPMCD375.195 $+19.762 $355.433 $+29.485 $325.948 $-45 $325.993 $+325.993 $
Accenture plcACN313.535 $+38.675 $274.860 $-79.951 $354.811 $-3.441 $358.252 $+358.252 $
LINDE PLCLIN352.411 $+117.048 $235.363 $-5.796 $241.159 $+18.117 $223.042 $+223.042 $
BlackRock, Inc.BLK340.671 $+340.671 $
PPL CorpPPL298.696 $+27.364 $271.332 $-14.921 $286.253 $+286.253 $
KROGER COKR245.747 $-19.391 $265.138 $-16.991 $282.129 $+20.899 $261.230 $+261.230 $
KLA CORPKLAC275.823 $+30.981 $244.842 $+20.907 $223.935 $+223.935 $
SEMPRASRE262.663 $-10.426 $273.089 $+23.427 $249.662 $-4.736 $254.398 $+254.398 $
AT&T INC.T264.208 $+264.208 $
BOSTON SCIENTIFIC CORPBSX249.626 $+44.408 $205.218 $-20.558 $225.776 $+225.776 $
FISERV INCFISV206.202 $+206.202 $
TEREX CORPTEX204.623 $+204.623 $
MORGAN STANLEYMS203.477 $+203.477 $
ADC Therapeutics SAADCT36.511 $-4.861 $41.372 $+13.653 $27.719 $+13.135 $14.584 $+14.584 $
227.035.922 $+7.332.036 $219.568.061 $+14.706.410 $205.502.374 $+24.543.927 $180.958.447 $+180.958.447 $
Erweiterte Einstellungen ×