Investments: Advyzon Investment Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
436.292.307 $+103.732.550 $333.461.479 $+145.550.933 $189.182.237 $+189.182.237 $
BANK OF AMERICA CORP /DE/BAC253.530.219 $+69.403.080 $184.127.139 $+80.715.219 $103.411.920 $+103.411.920 $
MORGAN STANLEYMS25.427.087 $+1.286.547 $24.140.540 $+8.232.061 $15.908.479 $+15.908.479 $
CITIGROUP INCC14.456.614 $+1.482.734 $12.973.880 $+2.308.257 $10.665.623 $+10.665.623 $
BlackRock, Inc.BLK12.977.092 $+3.162.232 $9.814.860 $+4.673.660 $5.141.200 $+5.141.200 $
MICROSOFT CORPMSFT10.995.952 $+1.559.677 $9.436.275 $+4.923.375 $4.512.900 $+4.512.900 $
NVIDIA CORPNVDA10.102.511 $+2.289.161 $7.813.350 $+4.272.715 $3.540.635 $+3.540.635 $
APPFOLIO INCAPPF6.904.094 $+2.693.397 $4.210.697 $+1.041.891 $3.168.806 $+3.168.806 $
ALPHA PRO TECH LTDAPT6.492.395 $+3.161.514 $3.330.881 $+831.752 $2.499.129 $+2.499.129 $
JPMORGAN CHASE & COJPM6.486.335 $+1.004.658 $5.481.677 $+1.275.451 $4.206.226 $+4.206.226 $
ISHARES GOLD TRUSTIAU6.317.600 $+5.088.547 $1.229.053 $+554.492 $674.561 $+674.561 $
AMAZON COM INCAMZN6.013.349 $+1.342.551 $4.670.798 $+1.659.946 $3.010.852 $+3.010.852 $
SPS COMMERCE INCSPSC4.933.213 $-1.074.681 $6.007.894 $+4.885.589 $1.122.305 $+1.122.305 $
iShares Bitcoin Trust ETFIBIT5.587.855 $+10.094 $5.577.761 $+4.552.856 $1.024.905 $+1.024.905 $
Walmart Inc.WMT3.939.799 $-1.169.232 $5.109.031 $+3.535.078 $1.573.953 $+1.573.953 $
BERKSHIRE HATHAWAY INCBRK-B3.709.216 $+899.037 $2.810.179 $+148.877 $2.661.302 $+2.661.302 $
NETFLIX INCNFLX2.384.652 $-467.695 $2.852.347 $+2.143.624 $708.723 $+708.723 $
SOUTHERN COSO1.252.340 $-1.541.304 $2.793.644 $+2.535.068 $258.576 $+258.576 $
LAM RESEARCH CORPLRCX1.553.905 $-1.194.879 $2.748.784 $+2.748.784 $
ORACLE CORPORCL2.310.686 $+808.559 $1.502.127 $+759.444 $742.683 $+742.683 $
JOHNSON & JOHNSONJNJ2.027.966 $+881.175 $1.146.791 $+232.295 $914.496 $+914.496 $
MCDONALDS CORPMCD1.659.010 $-284.330 $1.943.340 $+1.328.772 $614.568 $+614.568 $
PROCTER & GAMBLE CoPG1.696.598 $+147.490 $1.549.108 $+410.393 $1.138.715 $+1.138.715 $
ELI LILLY & CoLLY1.191.497 $-406.958 $1.598.455 $+594.885 $1.003.570 $+1.003.570 $
EXXON MOBIL CORPXOM1.562.736 $+403.862 $1.158.874 $+188.539 $970.335 $+970.335 $
NEXTERA ENERGY INCNEE1.558.700 $+1.304.484 $254.216 $+22.884 $231.332 $+231.332 $
StoneX Group Inc.SNEX1.511.053 $+250.067 $1.260.986 $+61.221 $1.199.765 $+1.199.765 $
AbbVie Inc.ABBV1.315.108 $+547.900 $767.208 $+95.118 $672.090 $+672.090 $
Mastercard IncMA1.131.636 $-64.929 $1.196.565 $+579.036 $617.529 $+617.529 $
Palo Alto Networks IncPANW1.186.290 $+775.168 $411.122 $+222.735 $188.387 $+188.387 $
CHEVRON CORPCVX1.172.476 $+501.235 $671.241 $+54.811 $616.430 $+616.430 $
UNITEDHEALTH GROUP INCUNH982.994 $-163.866 $1.146.860 $-19.155 $1.166.015 $+1.166.015 $
GENERAL ELECTRIC COGE1.087.627 $+569.244 $518.383 $+259.966 $258.417 $+258.417 $
VERIZON COMMUNICATIONS INCVZ1.010.282 $+534.309 $475.973 $-941 $476.914 $+476.914 $
BOEING COBA997.135 $+227.741 $769.394 $+165.818 $603.576 $+603.576 $
RTX CorpRTX984.370 $+589.894 $394.476 $+100.242 $294.234 $+294.234 $
INSULET CORPPODD974.352 $+334.682 $639.670 $+386.777 $252.893 $+252.893 $
PALATIN TECHNOLOGIES INCPTNT923.958 $+292.387 $631.571 $+463.446 $168.125 $+168.125 $
BARCLAYS PLCBCS723.470 $-157.921 $881.391 $+881.391 $
COCA COLA COKO534.026 $-311.544 $845.570 $+315.284 $530.286 $+530.286 $
SCHWAB CHARLES CORPSCHW838.301 $+506.988 $331.313 $+43.152 $288.161 $+288.161 $
US BANCORP \DE\USB832.606 $+283.554 $549.052 $+549.052 $
VanEck Bitcoin ETFHODL549.578 $+22.477 $527.101 $-292.898 $819.999 $+819.999 $
PFIZER INCPFE758.276 $+304.619 $453.657 $+100.381 $353.276 $+353.276 $
STARBUCKS CORPSBUX736.860 $+184.978 $551.882 $+42.612 $509.270 $+509.270 $
PEPSICO INCPEP728.549 $+113.428 $615.121 $+183.352 $431.769 $+431.769 $
INTEL CORPINTC688.245 $+317.592 $370.653 $+37.997 $332.656 $+332.656 $
ADVANCED MICRO DEVICES INCAMD681.679 $+138.719 $542.960 $+203.779 $339.181 $+339.181 $
Monster Beverage CorpMNST680.504 $+103.527 $576.977 $+363.028 $213.949 $+213.949 $
GARMIN LTDGRMN665.813 $+142.759 $523.054 $+74.571 $448.483 $+448.483 $
Accenture plcACN614.741 $+53.656 $561.085 $+52.427 $508.658 $+508.658 $
GOLDMAN SACHS GROUP INCGS591.868 $+44.762 $547.106 $+547.106 $
INTUITIVE SURGICAL INCISRG583.026 $+5.578 $577.448 $+15.991 $561.457 $+561.457 $
KLA CORPKLAC570.947 $+369.405 $201.542 $+201.542 $
Medtronic plcMDT558.618 $+139.794 $418.824 $+13.284 $405.540 $+405.540 $
LOCKHEED MARTIN CORPLMT552.330 $+60.693 $491.637 $+45.012 $446.625 $+446.625 $
Eaton Corp plcETN402.744 $-136.831 $539.575 $+138.277 $401.298 $+401.298 $
FASTENAL COFAST492.567 $+290.822 $201.745 $+201.745 $
COMCAST CORPCMCSA478.652 $+151.698 $326.954 $+16.702 $310.252 $+310.252 $
Allegion plcALLE463.435 $+463.435 $
DOLLAR GENERAL CORPDG403.277 $-39.259 $442.536 $+109.809 $332.727 $+332.727 $
Trane Technologies plcTT318.129 $-120.539 $438.668 $+438.668 $
Fox CorpFOXA432.112 $+77.370 $354.742 $+354.742 $
MCKESSON CORPMCK426.504 $+426.504 $
AMERICAN EXPRESS COAXP405.691 $+47.366 $358.325 $+120.915 $237.410 $+237.410 $
CONOCOPHILLIPSCOP402.580 $+125.801 $276.779 $+110 $276.669 $+276.669 $
RAYMOND JAMES FINANCIAL INCRJF391.436 $+23.110 $368.326 $+368.326 $
Walt Disney CoDIS359.904 $-28.148 $388.052 $+113.536 $274.516 $+274.516 $
Archer-Daniels-Midland CoADM383.959 $+50.653 $333.306 $+33.820 $299.486 $+299.486 $
Vertiv Holdings CoVRT381.676 $+63.091 $318.585 $+106.966 $211.619 $+211.619 $
CRISPR Therapeutics AGCRSP380.369 $+98.647 $281.722 $+281.722 $
AT&T INC.T376.684 $+96.194 $280.490 $+8.507 $271.983 $+271.983 $
BOSTON SCIENTIFIC CORPBSX376.150 $+88.340 $287.810 $+287.810 $
MICRON TECHNOLOGY INCMU372.789 $+372.789 $
KROGER COKR353.432 $-17.096 $370.528 $+39.030 $331.498 $+331.498 $
MACKAY SHIELDS LLC365.625 $+4.580 $361.045 $+361.045 $
GENERAL DYNAMICS CORPGD364.536 $+99.923 $264.613 $+33.721 $230.892 $+230.892 $
ANALOG DEVICES INCADI343.734 $-14.486 $358.220 $+36.153 $322.067 $+322.067 $
EQUINIX INCEQIX356.561 $+356.561 $
ALLSTATE CORPALL349.572 $+25.448 $324.124 $+10.413 $313.711 $+313.711 $
AMGEN INCAMGN340.269 $+118.505 $221.764 $+221.764 $
CUMMINS INCCMI337.274 $+90.038 $247.236 $+36.831 $210.405 $+210.405 $
NICOLET BANKSHARES INCNIC320.930 $+23.249 $297.681 $+54.979 $242.702 $+242.702 $
YUM BRANDS INCYUM317.591 $+317.591 $
EMERSON ELECTRIC COEMR278.682 $-29.057 $307.739 $+52.850 $254.889 $+254.889 $
COLGATE PALMOLIVE COCL301.143 $-5.654 $306.797 $+24.693 $282.104 $+282.104 $
Zoetis Inc.ZTS304.792 $+89.576 $215.216 $+215.216 $
TE Connectivity plcTEL304.242 $+304.242 $
CVS HEALTH CorpCVS300.103 $+84.474 $215.629 $+9.312 $206.317 $+206.317 $
CENTRUS ENERGY CORPLEU226.351 $-40.176 $266.527 $+266.527 $
PEABODY ENERGY CORPBTU262.309 $+262.309 $
CARDINAL HEALTH INCCAH236.533 $+26.404 $210.129 $+210.129 $
FabrinetFN231.898 $+231.898 $
ACADIA PHARMACEUTICALS INCACAD230.771 $+24.907 $205.864 $+205.864 $
B2GOLD CORPBTG229.517 $+106.981 $122.536 $+122.536 $
NOVARTIS AGNVS228.155 $+228.155 $
Duke Energy CORPDUK227.774 $+25.062 $202.712 $+202.712 $
WATTS WATER TECHNOLOGIES INCWTS226.755 $+226.755 $
PAYCHEX INCPAYX226.127 $+22.740 $203.387 $+203.387 $
FISERV INCFISV225.628 $+225.628 $
LINDE PLCLIN223.306 $+223.306 $
RESMED INCRMD223.202 $+20.369 $202.833 $+202.833 $
NEWMARKET CORPNEU222.788 $+222.788 $
CORCEPT THERAPEUTICS INCCORT210.019 $-6.542 $216.561 $+216.561 $
CATERPILLAR INCCAT216.154 $+216.154 $
AUTOLIV INCALV216.043 $+216.043 $
Atour Lifestyle Holdings LtdATAT215.886 $+215.886 $
GENMAB A/SGMAB215.855 $+215.855 $
BERKLEY W R CORPWRB209.796 $+209.796 $
CHUNGHWA TELECOM CO LTDCHT208.257 $+208.257 $
CARPENTER TECHNOLOGY CORPCRS207.972 $+207.972 $
UNITED PARCEL SERVICE INCUPS204.000 $+204.000 $
ASML HOLDING NVASML197.478 $+197.478 $
DEERE & CODE195.761 $+195.761 $
ACCO BRANDS CorpACCO195.369 $+195.369 $
dLocal LtdDLO190.952 $+190.952 $
Lifevantage CorpLFVN135.781 $+135.781 $
436.292.307 $+103.732.550 $333.461.479 $+145.550.933 $189.182.237 $+189.182.237 $
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