Investments: Wingate Wealth Advisors, Inc.

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. ($)
143.866.451 $+32.926.966 $110.939.485 $+24.741.475 $87.201.067 $+19.694.362 $67.750.813 $+67.750.813 $
BANK OF AMERICA CORP /DE/BAC109.725.867 $+28.458.515 $81.267.352 $+17.632.125 $63.635.227 $+14.983.993 $48.651.234 $+48.651.234 $
BlackRock, Inc.BLK7.140.674 $+1.327.923 $5.812.751 $+625.811 $5.186.940 $+257.769 $4.929.171 $+4.929.171 $
BERKSHIRE HATHAWAY INCBRK-B7.103.952 $+137.484 $6.966.468 $+1.123.141 $5.843.327 $+2.853.423 $2.989.904 $+2.989.904 $
ALPHA PRO TECH LTDAPT4.708.375 $+1.069.799 $3.638.576 $+1.619.143 $2.019.433 $+210.752 $1.808.681 $+1.808.681 $
APPFOLIO INCAPPF2.339.017 $+243.730 $2.095.287 $+863.498 $1.231.789 $-218.219 $1.450.008 $+1.450.008 $
SPS COMMERCE INCSPSC1.591.977 $+214.175 $1.377.802 $+196.281 $1.181.521 $+8.791 $1.172.730 $+1.172.730 $
CHEVRON CORPCVX1.311.183 $+60.477 $1.250.706 $+97.454 $1.153.252 $-124.844 $1.278.096 $+1.278.096 $
AMAZON COM INCAMZN1.223.808 $+265.385 $958.423 $+517.668 $440.755 $+41.209 $399.546 $+399.546 $
MICROSOFT CORPMSFT1.017.208 $-133.677 $1.150.885 $+201.827 $949.058 $+280.488 $668.570 $+668.570 $
EXXON MOBIL CORPXOM939.620 $+237.747 $701.873 $+30.598 $671.275 $-154.699 $825.974 $+825.974 $
GENERAL ELECTRIC COGE719.668 $+438.901 $280.767 $+50.321 $230.446 $+230.446 $
Walmart Inc.WMT664.115 $+22.979 $641.136 $+189.490 $451.646 $+135.339 $316.307 $+316.307 $
ELI LILLY & CoLLY613.792 $+174.304 $439.488 $+10.746 $428.742 $+175.188 $253.554 $+253.554 $
RTX CorpRTX528.009 $-73.826 $601.835 $+76.646 $525.189 $+32.876 $492.313 $+492.313 $
ANALOG DEVICES INCADI562.203 $+85.858 $476.345 $+476.345 $
VERIZON COMMUNICATIONS INCVZ422.556 $-90.120 $512.676 $+309.935 $202.741 $-3.543 $206.284 $+206.284 $
Mastercard IncMA478.397 $+145.074 $333.323 $+333.323 $
MORGAN STANLEYMS466.460 $+84.571 $381.889 $+19.459 $362.430 $+30.406 $332.024 $+332.024 $
PEPSICO INCPEP435.467 $+94.452 $341.015 $+20.409 $320.606 $-30.104 $350.710 $+350.710 $
3M COMMM413.218 $+413.218 $
MCDONALDS CORPMCD227.389 $-158.247 $385.636 $+64.249 $321.387 $+9.017 $312.370 $+312.370 $
PROCTER & GAMBLE CoPG370.886 $+11.960 $358.926 $+17.344 $341.582 $+16.080 $325.502 $+325.502 $
JOHNSON & JOHNSONJNJ369.687 $+1.893 $367.794 $+88.523 $279.271 $+11.889 $267.382 $+267.382 $
NVIDIA CORPNVDA300.080 $-28.862 $328.942 $+118.024 $210.918 $+210.918 $
GOLDMAN SACHS GROUP INCGS304.134 $+15.855 $288.279 $+288.279 $
JPMORGAN CHASE & COJPM247.787 $+4.590 $243.197 $+32.722 $210.475 $+210.475 $
ORACLE CORPORCL244.108 $+244.108 $
Walt Disney CoDIS222.473 $+222.473 $
AT&T INC.T218.381 $+218.381 $
Duke Energy CORPDUK203.125 $-11.334 $214.459 $+214.459 $
143.866.451 $+32.926.966 $110.939.485 $+24.741.475 $87.201.067 $+19.694.362 $67.750.813 $+67.750.813 $
Erweiterte Einstellungen ×