Investments: CRUX WEALTH 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. ($)
197.119.884 $+15.461.723 $182.612.396 $+13.456.375 $169.367.074 $+17.515.302 $153.713.209 $+153.713.209 $
BANK OF AMERICA CORP /DE/BAC110.820.447 $+13.857.296 $96.963.151 $+6.690.232 $90.272.919 $+6.623.272 $83.649.647 $+83.649.647 $
NVIDIA CORPNVDA7.854.656 $-299.795 $8.154.451 $+1.037.923 $7.116.528 $+2.181.031 $4.935.497 $+4.935.497 $
MICROSOFT CORPMSFT6.933.402 $-872.155 $7.805.557 $+467.202 $7.338.355 $+1.653.498 $5.684.857 $+5.684.857 $
ALPHA PRO TECH LTDAPT7.668.391 $+1.505.834 $6.162.557 $+1.736.032 $4.426.525 $+1.190.097 $3.236.428 $+3.236.428 $
BlackRock, Inc.BLK4.791.783 $-839.096 $5.630.879 $+175.024 $5.455.855 $-609.988 $6.065.843 $+6.065.843 $
AMAZON COM INCAMZN5.809.278 $+238.128 $5.571.150 $+527.813 $5.043.337 $+943.424 $4.099.913 $+4.099.913 $
BERKSHIRE HATHAWAY INCBRK-B5.059.172 $-23.027 $5.082.199 $+339.626 $4.742.573 $+507.497 $4.235.076 $+4.235.076 $
APPFOLIO INCAPPF3.263.861 $+71.348 $3.192.513 $+578.333 $2.614.180 $-1.072.710 $3.686.890 $+3.686.890 $
JPMORGAN CHASE & COJPM3.471.378 $-27.827 $3.499.205 $+272.459 $3.226.746 $-11.236 $3.237.982 $+3.237.982 $
SCHWAB CHARLES CORPSCHW3.452.687 $+143.159 $3.309.528 $+442.624 $2.866.904 $+1.018.292 $1.848.612 $+1.848.612 $
Booking Holdings Inc.BKNG3.112.018 $-58.414 $3.170.432 $-21.566 $3.191.998 $+1.222.703 $1.969.295 $+1.969.295 $
ORACLE CORPORCL1.002.618 $-392.908 $1.395.526 $-914.978 $2.310.504 $+1.122.288 $1.188.216 $+1.188.216 $
CITIGROUP INCC1.886.207 $+1.886.207 $
EXXON MOBIL CORPXOM1.747.894 $+99.543 $1.648.351 $+129.678 $1.518.673 $+150.191 $1.368.482 $+1.368.482 $
ANALOG DEVICES INCADI1.719.693 $+138.615 $1.581.078 $+114.739 $1.466.339 $+295.436 $1.170.903 $+1.170.903 $
MORGAN STANLEYMS677.673 $-377.661 $1.055.334 $+24.942 $1.030.392 $-600.445 $1.630.837 $+1.630.837 $
CARMAX INCKMX973.245 $-153.934 $1.127.179 $-446.073 $1.573.252 $+358.791 $1.214.461 $+1.214.461 $
Medtronic plcMDT1.491.605 $-6.081 $1.497.686 $+185.060 $1.312.626 $+30.602 $1.282.024 $+1.282.024 $
NOVARTIS AGNVS1.479.260 $+97.425 $1.381.835 $+154.021 $1.227.814 $+455.481 $772.333 $+772.333 $
COMCAST CORPCMCSA1.407.751 $-70.465 $1.478.216 $+159.402 $1.318.814 $+45.479 $1.273.335 $+1.273.335 $
Mastercard IncMA1.405.694 $-34.738 $1.440.432 $+117.985 $1.322.447 $+262.982 $1.059.465 $+1.059.465 $
GENERAL DYNAMICS CORPGD1.408.646 $-23.721 $1.432.367 $+327.714 $1.104.653 $+489.641 $615.012 $+615.012 $
Bank of New York Mellon CorpBK1.402.436 $+76.267 $1.326.169 $+282.077 $1.044.092 $+386.710 $657.382 $+657.382 $
Eaton Corp plcETN741.405 $-199.933 $941.338 $+55.579 $885.759 $-510.797 $1.396.556 $+1.396.556 $
Walt Disney CoDIS1.274.751 $-33.641 $1.308.392 $-25.125 $1.333.517 $+567.552 $765.965 $+765.965 $
STRYKER CORPSYK1.181.197 $-69.788 $1.250.985 $-74.376 $1.325.361 $+81.171 $1.244.190 $+1.244.190 $
CONOCOPHILLIPSCOP1.269.836 $+2.842 $1.266.994 $+205.333 $1.061.661 $+283.799 $777.862 $+777.862 $
UNILEVER PLCUL1.248.617 $-19.214 $1.267.831 $+74.136 $1.193.695 $+418.089 $775.606 $+775.606 $
BECTON DICKINSON & COBDX1.222.154 $+52.760 $1.169.394 $+295.218 $874.176 $+274.721 $599.455 $+599.455 $
SPS COMMERCE INCSPSC1.185.363 $+221.684 $963.679 $+293.053 $670.626 $+115.668 $554.958 $+554.958 $
MCKESSON CORPMCK1.154.332 $+61.246 $1.093.086 $+134.991 $958.095 $+344.108 $613.987 $+613.987 $
Walmart Inc.WMT643.573 $-10.099 $653.672 $+52.227 $601.445 $-511.503 $1.112.948 $+1.112.948 $
STARBUCKS CORPSBUX962.388 $-7.690 $970.078 $-33.635 $1.003.713 $+186.989 $816.724 $+816.724 $
UNITEDHEALTH GROUP INCUNH275.950 $-454.657 $730.607 $+105.965 $624.642 $-323.457 $948.099 $+948.099 $
FISERV INCFISV543.956 $-184.649 $728.605 $-194.023 $922.628 $+922.628 $
RAYMOND JAMES FINANCIAL INCRJF917.880 $+228.931 $688.949 $+129.298 $559.651 $+154.610 $405.041 $+405.041 $
SanofiSNY915.453 $+17.846 $897.607 $+36.525 $861.082 $+243.812 $617.270 $+617.270 $
DIAGEO PLCDEO661.810 $-62.244 $724.054 $+432 $723.622 $+170.313 $553.309 $+553.309 $
Trane Technologies plcTT380.478 $-81.597 $462.075 $-59.919 $521.994 $-197.857 $719.851 $+719.851 $
JOHNSON & JOHNSONJNJ324.231 $-3.576 $327.807 $+30.605 $297.202 $-406.362 $703.564 $+703.564 $
DARDEN RESTAURANTS INCDRI235.380 $-29.430 $264.810 $-70.484 $335.294 $-329.563 $664.857 $+664.857 $
VERIZON COMMUNICATIONS INCVZ253.404 $-52.091 $305.495 $+866 $304.629 $-319.833 $624.462 $+624.462 $
RTX CorpRTX610.487 $+53.703 $556.784 $+105.005 $451.779 $+157.991 $293.788 $+293.788 $
GOLDMAN SACHS GROUP INCGS488.337 $+245.879 $242.458 $+28.051 $214.407 $+214.407 $
MCDONALDS CORPMCD292.142 $-14.188 $306.330 $-125.898 $432.228 $-34.691 $466.919 $+466.919 $
PEPSICO INCPEP456.711 $+2.693 $454.018 $+57.664 $396.354 $+110.536 $285.818 $+285.818 $
DEXCOM INCDXCM449.524 $+449.524 $
ADVANCED MICRO DEVICES INCAMD337.944 $+67.593 $270.351 $+65.731 $204.620 $-80.381 $285.001 $+285.001 $
DEERE & CODE302.800 $+6.440 $296.360 $-32.166 $328.526 $+3.866 $324.660 $+324.660 $
ALLSTATE CORPALL319.379 $+319.379 $
AUTOZONE INCAZO237.405 $-62.912 $300.317 $+40.461 $259.856 $-14.664 $274.520 $+274.520 $
Edwards Lifesciences CorpEW294.051 $+294.051 $
NEXTERA ENERGY INCNEE280.323 $+280.323 $
STERIS plcSTE250.199 $+250.199 $
CHEVRON CORPCVX210.589 $-29.002 $239.591 $+239.591 $
NETFLIX INCNFLX238.585 $+220 $238.365 $+238.365 $
Strategy IncMSTR225.560 $+225.560 $
DELTA AIR LINES, INC.DAL225.084 $+3.840 $221.244 $+221.244 $
COPART INCCPRT222.286 $+222.286 $
HALLIBURTON COHAL216.713 $+216.713 $
BARCLAYS PLCBCS202.530 $+202.530 $
Lloyds Banking Group plcLYG54.007 $+15.112 $38.895 $+38.895 $
197.119.884 $+15.461.723 $182.612.396 $+13.456.375 $169.367.074 $+17.515.302 $153.713.209 $+153.713.209 $
Erweiterte Einstellungen ×