Investments: Atlas Legacy 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. ($)
488.048.268 $+48.317.081 $442.750.471 $+57.529.253 $384.726.390 $+48.470.628 $337.294.965 $+337.294.965 $
BANK OF AMERICA CORP /DE/BAC358.081.072 $+36.821.308 $321.259.764 $+22.559.566 $298.700.198 $+30.507.544 $268.192.654 $+268.192.654 $
BlackRock, Inc.BLK22.285.016 $+1.603.692 $20.681.324 $+623.316 $20.058.008 $+7.362.832 $12.695.176 $+12.695.176 $
APPFOLIO INCAPPF16.412.860 $+1.926.705 $14.486.155 $+6.011.403 $8.474.752 $+761.066 $7.713.686 $+7.713.686 $
ALPHA PRO TECH LTDAPT14.103.317 $+3.756.448 $10.346.869 $+5.372.360 $4.974.509 $+588.972 $4.385.537 $+4.385.537 $
MICROSOFT CORPMSFT11.676.657 $-541.266 $12.217.923 $+3.479.424 $8.738.499 $+2.420.310 $6.318.189 $+6.318.189 $
NVIDIA CORPNVDA9.231.379 $+166.576 $9.064.803 $+4.041.827 $5.022.976 $+2.290.174 $2.732.802 $+2.732.802 $
AMAZON COM INCAMZN7.610.193 $+1.451.913 $6.158.280 $+2.221.985 $3.936.295 $+978.133 $2.958.162 $+2.958.162 $
JPMORGAN CHASE & COJPM5.778.492 $-677.540 $6.456.032 $+2.112.021 $4.344.011 $+320.600 $4.023.411 $+4.023.411 $
ALLSTATE CORPALL4.232.559 $-258.134 $4.490.693 $+1.225.042 $3.265.651 $-87.019 $3.352.670 $+3.352.670 $
BERKSHIRE HATHAWAY INCBRK-B4.340.881 $+213.116 $4.127.765 $+381.072 $3.746.693 $-353.953 $4.100.646 $+4.100.646 $
MORGAN STANLEYMS2.947.010 $+219.098 $2.727.912 $+1.407.209 $1.320.703 $+224.122 $1.096.581 $+1.096.581 $
PALATIN TECHNOLOGIES INCPTNT2.261.025 $-75.411 $2.336.436 $-7.041 $2.343.477 $+967.419 $1.376.058 $+1.376.058 $
ELI LILLY & CoLLY1.646.764 $+527.443 $1.119.321 $+531.555 $587.766 $-49.011 $636.777 $+636.777 $
Mastercard IncMA1.555.676 $+469.249 $1.086.427 $+235.088 $851.339 $+70.268 $781.071 $+781.071 $
Walmart Inc.WMT1.396.404 $+280.058 $1.116.346 $+264.976 $851.370 $+95.586 $755.784 $+755.784 $
ORACLE CORPORCL903.634 $-488.785 $1.392.419 $+533.422 $858.997 $+308.565 $550.432 $+550.432 $
ADVANCED MICRO DEVICES INCAMD1.248.340 $+321.122 $927.218 $+274.336 $652.882 $+324.319 $328.563 $+328.563 $
AFLAC INCAFL1.177.088 $+109.012 $1.068.076 $+188.223 $879.853 $+186.027 $693.826 $+693.826 $
GOLDMAN SACHS GROUP INCGS1.149.119 $+106.697 $1.042.422 $+266.020 $776.402 $+214.270 $562.132 $+562.132 $
ANALOG DEVICES INCADI1.081.558 $+258.217 $823.341 $+56.203 $767.138 $+216.579 $550.559 $+550.559 $
LINDE PLCLIN1.077.634 $+48.309 $1.029.325 $+30.910 $998.415 $+215.209 $783.206 $+783.206 $
BROWN & BROWN, INC.BRO649.429 $-5.319 $654.748 $-345.299 $1.000.047 $+106.855 $893.192 $+893.192 $
UNITEDHEALTH GROUP INCUNH697.466 $-25.247 $722.713 $+364.883 $357.830 $-638.866 $996.696 $+996.696 $
EXXON MOBIL CORPXOM982.536 $+148.524 $834.012 $+314.847 $519.165 $+11.215 $507.950 $+507.950 $
NETFLIX INCNFLX708.249 $-266.473 $974.722 $+207.401 $767.321 $+428.813 $338.508 $+338.508 $
CHEVRON CORPCVX774.180 $-147.001 $921.181 $+266.660 $654.521 $-73.023 $727.544 $+727.544 $
STRYKER CORPSYK887.561 $+73.548 $814.013 $+6.532 $807.481 $+169.817 $637.664 $+637.664 $
GENERAL DYNAMICS CORPGD884.892 $+104.002 $780.890 $+167.529 $613.361 $+209.397 $403.964 $+403.964 $
JOHNSON & JOHNSONJNJ871.870 $+111.463 $760.407 $+342.636 $417.771 $+40.983 $376.788 $+376.788 $
MCDONALDS CORPMCD871.722 $+23.869 $847.853 $+103.404 $744.449 $-34.914 $779.363 $+779.363 $
RTX CorpRTX798.357 $+160.495 $637.862 $+157.310 $480.552 $+48.070 $432.482 $+432.482 $
Phillips 66PSX713.942 $+7.046 $706.896 $+151.674 $555.222 $+220.962 $334.260 $+334.260 $
PROCTER & GAMBLE CoPG529.012 $-55.472 $584.484 $+60.799 $523.685 $-131.921 $655.606 $+655.606 $
PAYCHEX INCPAYX417.341 $+80.540 $336.801 $-296.968 $633.769 $+42.414 $591.355 $+591.355 $
Accenture plcACN620.518 $+256.290 $364.228 $-105.328 $469.556 $-68.713 $538.269 $+538.269 $
CATERPILLAR INCCAT612.492 $+211.209 $401.283 $+173.792 $227.491 $+227.491 $
EMERSON ELECTRIC COEMR587.586 $+73.229 $514.357 $+2.103 $512.254 $+83.891 $428.363 $+428.363 $
ROYAL BANK OF CANADARY580.478 $+72.371 $508.107 $+65.836 $442.271 $+50.569 $391.702 $+391.702 $
AMGEN INCAMGN541.892 $+106.176 $435.716 $+78.606 $357.110 $-194.957 $552.067 $+552.067 $
AbbVie Inc.ABBV544.527 $-982 $545.509 $+307.544 $237.965 $+17.340 $220.625 $+220.625 $
PEPSICO INCPEP476.076 $+27.370 $448.706 $+185.550 $263.156 $+49.192 $213.964 $+213.964 $
MICRON TECHNOLOGY INCMU448.291 $+222.074 $226.217 $+226.217 $
FACTSET RESEARCH SYSTEMS INCFDS244.949 $-64.121 $309.070 $-109.199 $418.269 $+418.269 $
GENERAL ELECTRIC COGE413.569 $+5.958 $407.611 $+185.998 $221.613 $+221.613 $
CINTAS CORPCTAS408.109 $+87.903 $320.206 $-13.653 $333.859 $+23.303 $310.556 $+310.556 $
SHERWIN WILLIAMS COSHW400.175 $+36.256 $363.919 $+53.178 $310.741 $-4.578 $315.319 $+315.319 $
VERIZON COMMUNICATIONS INCVZ379.978 $+21.522 $358.456 $+83.994 $274.462 $+47.481 $226.981 $+226.981 $
BP PLCBP368.923 $+10.987 $357.936 $+50.705 $307.231 $-69.122 $376.353 $+376.353 $
BOEING COBA339.614 $+75.870 $263.744 $+263.744 $
Walt Disney CoDIS290.814 $-39.519 $330.333 $+95.830 $234.503 $+234.503 $
COCA COLA COKO324.385 $+32.842 $291.543 $+291.543 $
FORD MOTOR COF301.335 $+301.335 $
COLGATE PALMOLIVE COCL274.260 $+274.260 $
CITIGROUP INCC273.755 $+273.755 $
Palo Alto Networks IncPANW264.095 $+264.095 $
GROUP ONE TRADING LLC263.850 $+263.850 $
NEXTERA ENERGY INCNEE263.535 $+263.535 $
REALTY INCOME CORPO263.221 $+23.350 $239.871 $+239.871 $
CMS ENERGY CORPCMS259.634 $+259.634 $
LOCKHEED MARTIN CORPLMT255.096 $+255.096 $
AT&T INC.T251.957 $+251.957 $
Eaton Corp plcETN250.373 $+250.373 $
PFIZER INCPFE246.519 $+246.519 $
STARBUCKS CORPSBUX245.678 $+44.692 $200.986 $+200.986 $
UNITED PARCEL SERVICE INCUPS222.730 $+222.730 $
B2GOLD CORPBTG135.300 $+135.300 $
Amcor plcAMCR119.542 $+119.542 $
WIPRO LTDWIT40.601 $+3.918 $36.683 $-17.288 $53.971 $+53.971 $
QuantumScape CorpQS47.385 $+47.385 $
PLUG POWER INCPLUG34.950 $+34.950 $
GoPro, Inc.GPRO14.100 $-7.100 $21.200 $+21.200 $
NATIONAL BANK OF CANADA /FI/18.400 $+18.400 $
488.048.268 $+48.317.081 $442.750.471 $+57.529.253 $384.726.390 $+48.470.628 $337.294.965 $+337.294.965 $
Erweiterte Einstellungen ×