Investments: OneAscent Family Office, 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. ($)
128.023.711 $+24.108.752 $105.792.938 $+105.699.377 $93.752 $+15.365 $78.605 $+78.605 $
BANK OF AMERICA CORP /DE/BAC63.776.069 $+8.627.500 $55.148.569 $+55.099.575 $48.994 $+7.868 $41.126 $+41.126 $
RAYMOND JAMES FINANCIAL INCRJF13.734.690 $+2.132.652 $11.602.038 $+11.590.960 $11.078 $+509 $10.569 $+10.569 $
BlackRock, Inc.BLK6.195.930 $+3.352.596 $2.843.334 $+2.840.598 $2.736 $+1.399 $1.337 $+1.337 $
MORGAN STANLEYMS5.610.289 $-260.373 $5.870.662 $+5.865.716 $4.946 $+345 $4.601 $+4.601 $
ALPHA PRO TECH LTDAPT3.896.063 $+1.337.781 $2.558.282 $+2.556.250 $2.032 $+412 $1.620 $+1.620 $
MICROSOFT CORPMSFT3.435.129 $+27.536 $3.407.593 $+3.404.385 $3.208 $+802 $2.406 $+2.406 $
NVIDIA CORPNVDA2.861.507 $+973.691 $1.887.816 $+1.886.248 $1.568 $+310 $1.258 $+1.258 $
AMAZON COM INCAMZN1.801.550 $+333.285 $1.468.265 $+1.466.824 $1.441 $+242 $1.199 $+1.199 $
Cambridge Investment Research Advisors, Inc.1.465.609 $+387.801 $1.077.808 $+1.077.223 $585 $+148 $437 $+437 $
JPMORGAN CHASE & COJPM1.296.936 $+450.953 $845.983 $+845.178 $805 $+102 $703 $+703 $
APPFOLIO INCAPPF1.095.253 $+93.539 $1.001.714 $+1.000.881 $833 $-258 $1.091 $+1.091 $
Mastercard IncMA1.085.629 $+167.754 $917.875 $+916.953 $922 $+13 $909 $+909 $
BERKSHIRE HATHAWAY INCBRK-B1.010.326 $+83.273 $927.053 $+926.148 $905 $-230 $1.135 $+1.135 $
Walmart Inc.WMT990.881 $+155.167 $835.714 $+834.854 $860 $+56 $804 $+804 $
EXXON MOBIL CORPXOM966.925 $+163.356 $803.569 $+802.831 $738 $+1 $737 $+737 $
ORACLE CORPORCL735.785 $-105.966 $841.751 $+841.097 $654 $+412 $242 $+242 $
UNITEDHEALTH GROUP INCUNH759.307 $-43.516 $802.823 $+802.823 $
UBS AGAMUB766.203 $+123.288 $642.915 $+642.915 $
ELI LILLY & CoLLY682.590 $+262.177 $420.413 $+419.996 $417 $+41 $376 $+376 $
Booking Holdings Inc.BKNG675.660 $+60.143 $615.517 $+614.805 $712 $+120 $592 $+592 $
VERIZON COMMUNICATIONS INCVZ643.473 $+185.250 $458.223 $+457.789 $434 $+7 $427 $+427 $
VICTORY CAPITAL MANAGEMENT INC535.281 $-90.913 $626.194 $+625.810 $384 $+15 $369 $+369 $
SPS COMMERCE INCSPSC583.765 $+45.228 $538.537 $+537.989 $548 $+150 $398 $+398 $
CUMMINS INCCMI580.093 $+142.518 $437.575 $+437.230 $345 $+18 $327 $+327 $
CHEVRON CORPCVX552.603 $+52.880 $499.723 $+499.296 $427 $+17 $410 $+410 $
AMERICAN EXPRESS COAXP538.647 $+114.811 $423.836 $+423.394 $442 $+72 $370 $+370 $
PEPSICO INCPEP521.454 $+520.953 $501 $+64 $437 $+437 $
STERIS plcSTE511.350 $+15.975 $495.375 $+494.885 $490 $+85 $405 $+405 $
ASML HOLDING NVASML500.694 $+500.694 $
MCKESSON CORPMCK490.533 $+115.851 $374.682 $+374.323 $359 $-30 $389 $+389 $
Trane Technologies plcTT447.580 $-32.189 $479.769 $+479.255 $514 $+211 $303 $+303 $
MCDONALDS CORPMCD462.776 $+88.384 $374.392 $+374.010 $382 $+55 $327 $+327 $
AbbVie Inc.ABBV461.321 $+461.321 $
SOUTHERN COSO410.651 $-32.967 $443.618 $+443.184 $434 $+15 $419 $+419 $
STRYKER CORPSYK437.932 $+87.485 $350.447 $+350.063 $384 $+28 $356 $+356 $
KLA CORPKLAC433.836 $+43.383 $390.453 $+390.130 $323 $+323 $
ROYAL BANK OF CANADARY397.242 $+397.242 $
nVent Electric plcNVT391.055 $+55.186 $335.869 $+335.624 $245 $+245 $
COCA COLA COKO383.320 $+101.593 $281.727 $+281.433 $294 $+9 $285 $+285 $
ADVANCED MICRO DEVICES INCAMD380.776 $+96.835 $283.941 $+283.698 $243 $+243 $
AT&T INC.T364.452 $+46.046 $318.406 $+318.079 $327 $+2 $325 $+325 $
iShares Bitcoin Trust ETFIBIT268.358 $-82.967 $351.325 $+350.994 $331 $+72 $259 $+259 $
LAM RESEARCH CORPLRCX329.179 $-10.659 $339.838 $+339.595 $243 $+243 $
NOVARTIS AGNVS333.094 $+333.094 $
ASTRAZENECA PLCAZN320.928 $+320.928 $
SAP SESAP313.111 $+313.111 $
NASDAQ, INC.NDAQ306.279 $+40.929 $265.350 $+265.086 $264 $+264 $
PROCTER & GAMBLE CoPG298.945 $+70.621 $228.324 $+228.083 $241 $-8 $249 $+249 $
Genpact LTDG280.259 $+41.360 $238.899 $+238.648 $251 $-48 $299 $+299 $
SCHWAB CHARLES CORPSCHW276.017 $+276.017 $
PACCAR INCPCAR272.715 $+272.715 $
COLGATE PALMOLIVE COCL268.838 $+268.522 $316 $+30 $286 $+286 $
ROPER TECHNOLOGIES INCROP236.809 $-21.512 $258.321 $+258.019 $302 $+89 $213 $+213 $
TORONTO DOMINION BANKTD257.072 $+257.072 $
PALATIN TECHNOLOGIES INCPTNT256.849 $+256.849 $
SHERWIN WILLIAMS COSHW244.806 $+244.558 $248 $+248 $
FORD MOTOR COF224.655 $+41.213 $183.442 $+183.273 $169 $+24 $145 $+145 $
GENERAL ELECTRIC COGE222.706 $+222.706 $
Parker-Hannifin CorpPH222.391 $+222.391 $
ROLLINS INCROL221.294 $+7.833 $213.461 $+213.255 $206 $+206 $
COMCAST CORPCMCSA218.149 $+217.897 $252 $+5 $247 $+247 $
HDFC BANK LTDHDB217.486 $+14.166 $203.320 $+203.092 $228 $+228 $
PENTAIR plcPNR210.444 $+210.444 $
LOCKHEED MARTIN CORPLMT209.169 $+209.169 $
Element Solutions IncESI205.337 $+205.337 $
Constellation Energy CorpCEG204.914 $+204.914 $
AMGEN INCAMGN204.728 $+204.728 $
RIO TINTO PLCRIO204.637 $+204.637 $
AFLAC INCAFL201.574 $+201.356 $218 $+218 $
GOLDMAN SACHS GROUP INCGS191 $+191 $
128.023.711 $+24.108.752 $105.792.938 $+105.699.377 $93.752 $+15.365 $78.605 $+78.605 $
Erweiterte Einstellungen ×