Investments: Optivise Advisory Services 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. ($)
138.126.964 $+7.354.916 $131.262.702 $-32.421.565 $164.642.952 $+15.172.405 $151.323.913 $+151.323.913 $
BANK OF AMERICA CORP /DE/BAC85.676.591 $+2.330.867 $83.345.724 $-35.279.640 $118.625.364 $+8.662.401 $109.962.963 $+109.962.963 $
MORGAN STANLEYMS13.697.950 $+380.914 $13.317.036 $-2.023.236 $15.340.272 $+3.454.948 $11.885.324 $+11.885.324 $
BlackRock, Inc.BLK4.552.624 $+336.473 $4.216.151 $-4.498.047 $8.714.198 $-267.266 $8.981.464 $+8.981.464 $
MICROSOFT CORPMSFT3.485.223 $-433.592 $3.918.815 $+492.338 $3.426.477 $+996.818 $2.429.659 $+2.429.659 $
VICTORY CAPITAL MANAGEMENT INC1.251.427 $-1.960.070 $3.211.497 $+3.211.497 $
NVIDIA CORPNVDA3.110.651 $+28.339 $3.082.312 $+725.988 $2.356.324 $+713.302 $1.643.022 $+1.643.022 $
ALPHA PRO TECH LTDAPT2.260.603 $+712.068 $1.548.535 $+851.099 $697.436 $-77.651 $775.087 $+775.087 $
ELI LILLY & CoLLY2.002.412 $+663.439 $1.338.973 $-157.422 $1.496.395 $-174.434 $1.670.829 $+1.670.829 $
APPFOLIO INCAPPF1.912.473 $+122.939 $1.789.534 $+578.932 $1.210.602 $-72.294 $1.282.896 $+1.282.896 $
JPMORGAN CHASE & COJPM1.270.846 $+277.234 $993.612 $+373.901 $619.711 $+119.912 $499.799 $+499.799 $
AMAZON COM INCAMZN1.269.069 $+96.881 $1.172.188 $+155.741 $1.016.447 $+257.822 $758.625 $+758.625 $
BERKSHIRE HATHAWAY INCBRK-B924.992 $+135.365 $789.627 $+180.803 $608.824 $-13.572 $622.396 $+622.396 $
ISHARES GOLD TRUSTIAU921.835 $+356.921 $564.914 $+118.666 $446.248 $+63.008 $383.240 $+383.240 $
EXXON MOBIL CORPXOM868.972 $+209.740 $659.232 $+131.870 $527.362 $-25.189 $552.551 $+552.551 $
Walmart Inc.WMT841.211 $+225.467 $615.744 $+132.837 $482.907 $+79.243 $403.664 $+403.664 $
JOHNSON & JOHNSONJNJ780.613 $+222.687 $557.926 $+227.922 $330.004 $-45.641 $375.645 $+375.645 $
Parker-Hannifin CorpPH721.343 $+283.557 $437.786 $+164.894 $272.892 $+49.405 $223.487 $+223.487 $
ORACLE CORPORCL408.621 $-229.700 $638.321 $+11.019 $627.302 $+232.533 $394.769 $+394.769 $
NETFLIX INCNFLX428.300 $-134.888 $563.188 $-40.760 $603.948 $+210.102 $393.846 $+393.846 $
AbbVie Inc.ABBV601.423 $+155.209 $446.214 $+164.831 $281.383 $-17.315 $298.698 $+298.698 $
PROCTER & GAMBLE CoPG565.628 $+24.867 $540.761 $-1.383 $542.144 $+17.940 $524.204 $+524.204 $
CATERPILLAR INCCAT536.000 $+246.139 $289.861 $+289.861 $
PEPSICO INCPEP514.141 $+47.658 $466.483 $+23.152 $443.331 $+102.069 $341.262 $+341.262 $
UNITEDHEALTH GROUP INCUNH256.047 $+52.434 $203.613 $-283.703 $487.316 $+487.316 $
CITIGROUP INCC436.419 $+165.798 $270.621 $+10.151 $260.470 $+16.239 $244.231 $+244.231 $
ASTRAZENECA PLCAZN429.942 $+71.342 $358.600 $+33.518 $325.082 $-16.914 $341.996 $+341.996 $
VERIZON COMMUNICATIONS INCVZ413.697 $+78.609 $335.088 $+82.141 $252.947 $+15.475 $237.472 $+237.472 $
FAIR ISAAC CORPFICO395.843 $+57.419 $338.424 $+338.424 $
AT&T INC.T390.236 $+59.094 $331.142 $+110.284 $220.858 $+18.939 $201.919 $+201.919 $
COLGATE PALMOLIVE COCL233.714 $+16.092 $217.622 $-170.021 $387.643 $-2.245 $389.888 $+389.888 $
COCA COLA COKO385.087 $+96.702 $288.385 $+23.370 $265.015 $-4.233 $269.248 $+269.248 $
CONOCOPHILLIPSCOP379.375 $+79.917 $299.458 $+91.718 $207.740 $-32.836 $240.576 $+240.576 $
AppLovin CorpAPP362.142 $+158.645 $203.497 $+203.497 $
MCDONALDS CORPMCD359.021 $+87.940 $271.081 $+43.711 $227.370 $-14.811 $242.181 $+242.181 $
COMCAST CORPCMCSA283.061 $-6.099 $289.160 $-68.963 $358.123 $+52.683 $305.440 $+305.440 $
TENET HEALTHCARE CORPTHC291.522 $-64.001 $355.523 $+355.523 $
PALATIN TECHNOLOGIES INCPTNT339.708 $+61.037 $278.671 $+278.671 $
CUMMINS INCCMI334.589 $+131.208 $203.381 $+203.381 $
PAYCHEX INCPAYX222.229 $-86.222 $308.451 $-19.502 $327.953 $+327.953 $
Bank of New York Mellon CorpBK320.236 $+320.236 $
LAM RESEARCH CORPLRCX318.942 $+99.067 $219.875 $+219.875 $
METLIFE INCMET318.545 $+105.979 $212.566 $+212.566 $
CVS HEALTH CorpCVS316.599 $+15.269 $301.330 $+29.102 $272.228 $+4.515 $267.713 $+267.713 $
ROLLINS INCROL210.912 $-47.997 $258.909 $-30.282 $289.191 $+72.749 $216.442 $+216.442 $
AGNICO EAGLE MINES LTDAEM222.932 $-63.789 $286.721 $+286.721 $
Medtronic plcMDT275.980 $+67.976 $208.004 $+208.004 $
CHEVRON CORPCVX274.482 $+274.482 $
Mastercard IncMA270.289 $+28.262 $242.027 $+21.651 $220.376 $+279 $220.097 $+220.097 $
AMGEN INCAMGN204.159 $-8.070 $212.229 $-41.349 $253.578 $-8.434 $262.012 $+262.012 $
Monster Beverage CorpMNST240.926 $-15.623 $256.549 $+7.215 $249.334 $+39.807 $209.527 $+209.527 $
MCCORMICK & CO INCMKC250.438 $-5.510 $255.948 $+255.948 $
FIFTH THIRD BANCORPFITB249.363 $+249.363 $
SOUTHERN COSO247.651 $+247.651 $
URBAN OUTFITTERS INCURBN247.076 $+247.076 $
GOLDMAN SACHS GROUP INCGS245.281 $+245.281 $
CINTAS CORPCTAS244.733 $+244.733 $
PFIZER INCPFE236.953 $+236.953 $
GENERAL DYNAMICS CORPGD232.257 $+232.257 $
IMPINJ INCPI201.678 $-29.682 $231.360 $+231.360 $
FISERV INCFISV229.817 $+229.817 $
CARPENTER TECHNOLOGY CORPCRS228.649 $+228.649 $
HERSHEY COHSY224.846 $+3.140 $221.706 $+4.327 $217.379 $+217.379 $
Allison Transmission Holdings IncALSN222.337 $+222.337 $
abrdn Gold ETF TrustSGOL221.216 $+221.216 $
CORCEPT THERAPEUTICS INCCORT217.264 $+217.264 $
CSX CORPCSX214.981 $+214.981 $
BP PLCBP212.533 $+1.660 $210.873 $+3.605 $207.268 $+207.268 $
LOCKHEED MARTIN CORPLMT207.731 $+207.731 $
AUTOZONE INCAZO205.283 $+205.283 $
138.126.964 $+7.354.916 $131.262.702 $-32.421.565 $164.642.952 $+15.172.405 $151.323.913 $+151.323.913 $
Erweiterte Einstellungen ×