Investments: Brown Financial Advisors

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. ($)
198.849.682 $+3.001.199 $199.383.760 $+12.018.722 $189.785.669 $+14.760.205 $176.454.792 $+176.454.792 $
BANK OF AMERICA CORP /DE/BAC93.137.273 $-2.446.041 $95.583.314 $+1.539.198 $94.044.116 $+6.566.859 $87.477.257 $+87.477.257 $
MORGAN STANLEYMS10.753.506 $+415.683 $10.337.823 $+3.802.477 $6.535.346 $+1.352.414 $5.182.932 $+5.182.932 $
NVIDIA CORPNVDA7.303.900 $-669.783 $7.973.683 $+1.199.230 $6.774.453 $+1.555.522 $5.218.931 $+5.218.931 $
MICROSOFT CORPMSFT6.978.878 $-501.097 $7.479.975 $+352.338 $7.127.637 $+1.399.749 $5.727.888 $+5.727.888 $
AMAZON COM INCAMZN7.118.720 $+370.456 $6.748.264 $+47.435 $6.700.829 $+818.656 $5.882.173 $+5.882.173 $
ALPHA PRO TECH LTDAPT6.773.570 $+702.843 $6.070.727 $+1.504.708 $4.566.019 $+473.418 $4.092.601 $+4.092.601 $
APPFOLIO INCAPPF6.099.451 $+358.818 $5.740.633 $+1.097.636 $4.642.997 $-282.958 $4.925.955 $+4.925.955 $
BARCLAYS PLCBCS4.795.395 $-8.864 $4.804.259 $+101.990 $4.702.269 $-110.945 $4.813.214 $+4.813.214 $
PROCTER & GAMBLE CoPG2.657.397 $-115.832 $2.773.229 $-138.025 $2.911.254 $-580.652 $3.491.906 $+3.491.906 $
GOLDMAN SACHS GROUP INCGS3.432.339 $+11.498 $3.420.841 $+315.830 $3.105.011 $+690.409 $2.414.602 $+2.414.602 $
BlackRock, Inc.BLK3.362.483 $-45.852 $3.408.335 $+57.613 $3.350.722 $+352.553 $2.998.169 $+2.998.169 $
JPMORGAN CHASE & COJPM3.037.890 $+12.916 $3.024.974 $+223.864 $2.801.110 $+367.243 $2.433.867 $+2.433.867 $
UNITEDHEALTH GROUP INCUNH2.111.714 $-144.476 $2.256.190 $+278.924 $1.977.266 $-1.008.109 $2.985.375 $+2.985.375 $
CHEVRON CORPCVX2.447.705 $-49.979 $2.497.684 $+201.060 $2.296.624 $-184.621 $2.481.245 $+2.481.245 $
Walmart Inc.WMT2.351.319 $-42.775 $2.394.094 $+147.100 $2.246.994 $+90.512 $2.156.482 $+2.156.482 $
BERKSHIRE HATHAWAY INCBRK-B2.185.271 $-82.338 $2.267.609 $+112.490 $2.155.119 $+9.620 $2.145.499 $+2.145.499 $
Medtronic plcMDT2.157.315 $+18.034 $2.139.281 $+178.218 $1.961.063 $+10.966 $1.950.097 $+1.950.097 $
TARGET CORPTGT2.106.317 $+673.001 $1.433.316 $-116.476 $1.549.792 $-199.021 $1.748.813 $+1.748.813 $
JOHNSON & JOHNSONJNJ1.628.283 $-387.232 $2.015.515 $+338.473 $1.677.042 $-66.185 $1.743.227 $+1.743.227 $
Eaton Corp plcETN1.823.151 $-82.904 $1.906.055 $+345.652 $1.560.403 $+366.797 $1.193.606 $+1.193.606 $
NETFLIX INCNFLX1.529.132 $-208.103 $1.737.235 $-138.886 $1.876.121 $+550.063 $1.326.058 $+1.326.058 $
COCA COLA COKO1.861.004 $+181.583 $1.679.421 $-95.555 $1.774.976 $-24.906 $1.799.882 $+1.799.882 $
MCDONALDS CORPMCD1.818.193 $-11.529 $1.829.722 $+66.768 $1.762.954 $-34.423 $1.797.377 $+1.797.377 $
Palo Alto Networks IncPANW1.611.474 $-174.375 $1.785.849 $+57.562 $1.728.287 $+306.088 $1.422.199 $+1.422.199 $
LAM RESEARCH CORPLRCX1.411.208 $-363.235 $1.774.443 $+480.113 $1.294.330 $+356.936 $937.394 $+937.394 $
CONOCOPHILLIPSCOP1.332.866 $+23.220 $1.309.646 $+75.586 $1.234.060 $-522.872 $1.756.932 $+1.756.932 $
STARBUCKS CORPSBUX1.463.696 $+71.053 $1.392.643 $-259.583 $1.652.226 $+16.919 $1.635.307 $+1.635.307 $
NEXTERA ENERGY INCNEE1.090.684 $-439.196 $1.529.880 $+123.708 $1.406.172 $+1.416 $1.404.756 $+1.404.756 $
PFIZER INCPFE258.263 $-34.120 $292.383 $-835.795 $1.128.178 $-266.713 $1.394.891 $+1.394.891 $
DEXCOM INCDXCM1.116.177 $+72.812 $1.043.365 $-256.601 $1.299.966 $+197.322 $1.102.644 $+1.102.644 $
CINTAS CORPCTAS1.286.211 $+1.064.530 $221.681 $-19.019 $240.700 $+18.728 $221.972 $+221.972 $
SYNOPSYS INCSNPS1.073.310 $-129.575 $1.202.885 $-61.384 $1.264.269 $+373.976 $890.293 $+890.293 $
BOSTON SCIENTIFIC CORPBSX1.104.439 $-63.509 $1.167.948 $-90.145 $1.258.093 $+53.182 $1.204.911 $+1.204.911 $
EQUINIX INCEQIX1.068.793 $-83.353 $1.152.146 $-13.218 $1.165.364 $+109.486 $1.055.878 $+1.055.878 $
ELI LILLY & CoLLY1.092.950 $+1.092.950 $
INTUITIVE SURGICAL INCISRG1.067.022 $+1.067.022 $
INSULET CORPPODD1.057.373 $+27.758 $1.029.615 $-5.608 $1.035.223 $+1.035.223 $
GLOBAL PAYMENTS INCGPN987.817 $+987.817 $
ORACLE CORPORCL559.386 $-50.373 $609.759 $+212.000 $397.759 $+397.759 $
CITIGROUP INCC599.787 $+599.787 $
CARDINAL HEALTH INCCAH585.312 $+74.736 $510.576 $+510.576 $
AbbVie Inc.ABBV479.372 $-48.539 $527.911 $+111.008 $416.903 $-57.869 $474.772 $+474.772 $
WELLTOWER INC.WELL527.294 $+527.294 $
ASTRAZENECA PLCAZN525.288 $+525.288 $
RTX CorpRTX470.329 $-49.984 $520.313 $+9.170 $511.143 $+35.810 $475.333 $+475.333 $
NEW YORK TIMES CONYT502.085 $+44.872 $457.213 $+457.213 $
EXXON MOBIL CORPXOM493.575 $+26.395 $467.180 $+23.421 $443.759 $-57.115 $500.874 $+500.874 $
UNITED PARCEL SERVICE INCUPS492.478 $+492.478 $
AMGEN INCAMGN487.365 $+59.550 $427.815 $+12.630 $415.185 $-52.140 $467.325 $+467.325 $
SYSCO CORPSYY486.024 $+22.652 $463.372 $+463.372 $
ALLSTATE CORPALL471.460 $-9.141 $480.601 $+76.572 $404.029 $+404.029 $
XCEL ENERGY INCXEL450.958 $-27.653 $478.611 $+478.611 $
BALL CorpBALL401.772 $-64.420 $466.192 $+27.424 $438.768 $+438.768 $
ASML HOLDING NVASML465.389 $+465.389 $
Accenture plcACN371.750 $-55.214 $426.964 $-27.210 $454.174 $+454.174 $
PEPSICO INCPEP396.252 $-57.317 $453.569 $+453.569 $
AMERICAN EXPRESS COAXP441.511 $+441.511 $
Avery Dennison CorpAVY392.857 $-34.500 $427.357 $-11.428 $438.785 $+438.785 $
AT&T INC.T426.819 $-9.943 $436.762 $+436.762 $
MOSAIC COMOS431.176 $+431.176 $
Kraft Heinz CoKHC431.044 $+431.044 $
KLA CORPKLAC428.923 $+428.923 $
Walt Disney CoDIS424.223 $+424.223 $
198.849.682 $+3.001.199 $199.383.760 $+12.018.722 $189.785.669 $+14.760.205 $176.454.792 $+176.454.792 $
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