Investments: NEW WAVE WEALTH 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. ($)
248.452.671 $+14.126.412 $234.958.180 $+43.721.833 $206.937.049 $+11.074.850 $196.263.884 $+196.263.884 $
BANK OF AMERICA CORP /DE/BAC140.669.849 $+5.054.454 $135.615.395 $+16.899.886 $118.715.509 $+11.241.776 $107.473.733 $+107.473.733 $
Walmart Inc.WMT31.359.431 $+2.543.402 $28.816.029 $-674.659 $29.490.688 $+2.734.088 $26.756.600 $+26.756.600 $
MORGAN STANLEYMS16.516.258 $+655.522 $15.860.736 $+15.526.774 $333.962 $-4.310.039 $4.644.001 $+4.644.001 $
BARCLAYS PLCBCS14.581.592 $+387.431 $14.194.161 $+14.194.161 $
BlackRock, Inc.BLK7.514.393 $+2.000.931 $5.513.462 $+719.436 $4.794.026 $+420.532 $4.373.494 $+4.373.494 $
MICROSOFT CORPMSFT3.825.786 $-709.744 $4.535.530 $-808.975 $5.344.505 $+1.211.221 $4.133.284 $+4.133.284 $
NVIDIA CORPNVDA5.007.343 $+301.123 $4.706.220 $+792.646 $3.913.574 $-617.579 $4.531.153 $+4.531.153 $
APPFOLIO INCAPPF3.913.910 $+270.486 $3.643.424 $+630.175 $3.013.249 $-1.772.720 $4.785.969 $+4.785.969 $
ALPHA PRO TECH LTDAPT4.427.630 $+1.072.664 $3.354.966 $+1.657.604 $1.697.362 $-1.249.193 $2.946.555 $+2.946.555 $
AMAZON COM INCAMZN3.534.431 $+525.114 $3.009.317 $+83.422 $2.925.895 $-1.161.556 $4.087.451 $+4.087.451 $
PALATIN TECHNOLOGIES INCPTNT2.726.152 $-637.855 $3.364.007 $+129.133 $3.234.874 $+1.185.304 $2.049.570 $+2.049.570 $
NETFLIX INCNFLX1.367.972 $-95.909 $1.463.881 $-18.536 $1.482.417 $-1.521.262 $3.003.679 $+3.003.679 $
SPS COMMERCE INCSPSC2.590.282 $+844.569 $1.745.713 $+616.013 $1.129.700 $-1.012.621 $2.142.321 $+2.142.321 $
ELI LILLY & CoLLY1.473.743 $+615.114 $858.629 $-13.145 $871.774 $-151.803 $1.023.577 $+1.023.577 $
ORACLE CORPORCL461.547 $-913.717 $1.375.264 $+651.817 $723.447 $+723.447 $
BOEING COBA613.364 $+146.955 $466.409 $-794.123 $1.260.532 $+831.258 $429.274 $+429.274 $
MICRON TECHNOLOGY INCMU1.147.778 $+638.791 $508.987 $+278.879 $230.108 $+230.108 $
iShares Bitcoin Trust ETFIBIT364.856 $-773.164 $1.138.020 $+523.288 $614.732 $+151.407 $463.325 $+463.325 $
Vertiv Holdings CoVRT1.124.025 $+224.749 $899.276 $+899.276 $
VERIZON COMMUNICATIONS INCVZ960.957 $-45.418 $1.006.375 $+81.362 $925.013 $-31.284 $956.297 $+956.297 $
RTX CorpRTX974.753 $+107.676 $867.077 $+236.597 $630.480 $+59.752 $570.728 $+570.728 $
WESTERN DIGITAL CORPWDC937.838 $-29.966 $967.804 $+967.804 $
Synchrony FinancialSYF939.922 $+188.710 $751.212 $+147.615 $603.597 $+149.531 $454.066 $+454.066 $
AT&T INC.T811.253 $-89.176 $900.429 $-18.489 $918.918 $-6.728 $925.646 $+925.646 $
Bank of New York Mellon CorpBK909.565 $+86.263 $823.302 $+167.401 $655.901 $+63.108 $592.793 $+592.793 $
LAM RESEARCH CORPLRCX808.237 $+220.986 $587.251 $+322.486 $264.765 $+264.765 $
Aptiv PLCAPTV707.485 $-39.525 $747.010 $+224.308 $522.702 $+522.702 $
TENET HEALTHCARE CORPTHC656.571 $+22.883 $633.688 $+104.808 $528.880 $+129.146 $399.734 $+399.734 $
BIOMARIN PHARMACEUTICAL INCBMRN645.046 $+6.185 $638.861 $+332.773 $306.088 $+306.088 $
CARNIVAL CORPCCL614.190 $+614.190 $
Mastercard IncMA319.122 $-196.789 $515.911 $-22.989 $538.900 $+22.023 $516.877 $+516.877 $
Ascendis Pharma A/SASND536.938 $+54.029 $482.909 $+243.685 $239.224 $+16.968 $222.256 $+222.256 $
GSK plcGSK529.311 $+88.230 $441.081 $+98.822 $342.259 $-1.171 $343.430 $+343.430 $
RESMED INCRMD471.142 $-48.671 $519.813 $+43.287 $476.526 $+62.180 $414.346 $+414.346 $
FREEPORT-MCMORAN INCFCX480.067 $+113.360 $366.707 $+366.707 $
CITIGROUP INCC415.045 $-56.371 $471.416 $+53.940 $417.476 $+1.143 $416.333 $+416.333 $
Eaton Corp plcETN352.909 $-54.275 $407.184 $+159.790 $247.394 $+247.394 $
UNITED PARCEL SERVICE INCUPS401.620 $+99.158 $302.462 $+101.620 $200.842 $+200.842 $
MID PENN BANCORP INCMPB393.551 $+30.195 $363.356 $+5.583 $357.773 $+29.053 $328.720 $+328.720 $
Parker-Hannifin CorpPH381.469 $+79.725 $301.744 $+301.744 $
NATIONAL FUEL GAS CONFG329.780 $-34.023 $363.803 $+78.839 $284.964 $+14.451 $270.513 $+270.513 $
TotalEnergies SETTE351.894 $+41.937 $309.957 $+32.474 $277.483 $-28.501 $305.984 $+305.984 $
Medtronic plcMDT341.882 $+17.382 $324.500 $+68.656 $255.844 $-8.704 $264.548 $+264.548 $
DOLLAR GENERAL CORPDG325.154 $+81.455 $243.699 $-5.192 $248.891 $+248.891 $
BARRICK MINING CORPB325.144 $+77.567 $247.577 $+30.528 $217.049 $+217.049 $
FIRST MAJESTIC SILVER CORPAG314.041 $+314.041 $
RAYMOND JAMES FINANCIAL INCRJF308.217 $-4.794 $313.011 $+10.601 $302.410 $+302.410 $
SanofiSNY305.831 $+2.052 $303.779 $+47.446 $256.333 $-39.269 $295.602 $+295.602 $
FEDEX CORPFDX304.826 $+57.080 $247.746 $+247.746 $
MANNKIND CORPMNKD294.076 $+25.576 $268.500 $+81.500 $187.000 $-64.500 $251.500 $+251.500 $
JPMORGAN CHASE & COJPM127.173 $-163.850 $291.023 $+291.023 $
TARGET CORPTGT285.050 $+44.529 $240.521 $+23.521 $217.000 $+217.000 $
UNILEVER PLCUL276.969 $+3.629 $273.340 $+25.051 $248.289 $+2.764 $245.525 $+245.525 $
ICON PLCICLR269.503 $+23.278 $246.225 $+246.225 $
SCHWAB CHARLES CORPSCHW258.068 $+18.820 $239.248 $+6.039 $233.209 $-34.822 $268.031 $+268.031 $
DIAGEO PLCDEO255.704 $+45.376 $210.328 $+210.328 $
abrdn Gold ETF TrustSGOL252.437 $+26.240 $226.197 $+226.197 $
COCA COLA COKO249.252 $-1.470 $250.722 $+250.722 $
HERSHEY COHSY247.129 $+10.885 $236.244 $+236.244 $
GENERAL DYNAMICS CORPGD246.768 $+7.420 $239.348 $+239.348 $
OSHKOSH CORPOSK241.712 $+5.917 $235.795 $+235.795 $
Ingredion IncINGR223.938 $-14.543 $238.481 $+16.471 $222.010 $-2.303 $224.313 $+224.313 $
GENUINE PARTS COGPC217.772 $-17.839 $235.611 $+235.611 $
LAS VEGAS SANDS CORPLVS231.981 $+231.981 $
HARBOUR INVESTMENTS, INC.202.764 $-27.892 $230.656 $+230.656 $
ADVANCED MICRO DEVICES INCAMD230.436 $+230.436 $
AMERICAN EXPRESS COAXP230.304 $+230.304 $
UNITEDHEALTH GROUP INCUNH188.163 $-40.511 $228.674 $+228.674 $
JONES LANG LASALLE INCJLL218.033 $+218.033 $
BROWN FORMAN CORPBF-A210.999 $+210.999 $
MERCADOLIBRE INCMELI209.090 $+209.090 $
Palo Alto Networks IncPANW201.570 $+201.570 $
INTUITIVE SURGICAL INCISRG201.062 $+201.062 $
Phillips 66PSX200.843 $+200.843 $
INTEL CORPINTC37.531 $+37.531 $
PLUG POWER INCPLUG2.300 $+2.300 $
NATIONAL BANK OF CANADA /FI/2.250 $+2.250 $
248.452.671 $+14.126.412 $234.958.180 $+43.721.833 $206.937.049 $+11.074.850 $196.263.884 $+196.263.884 $
Erweiterte Einstellungen ×