Investments: Vista Cima Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
106.199.586 $+7.499.045 $106.745.700 $+106.745.700 $
BANK OF AMERICA CORP /DE/BAC77.881.654 $-3.340.752 $81.222.406 $+81.222.406 $
NVIDIA CORPNVDA7.157.196 $+4.118.127 $3.039.069 $+3.039.069 $
APPFOLIO INCAPPF5.820.826 $+1.921.576 $3.899.250 $+3.899.250 $
MICROSOFT CORPMSFT5.406.442 $+2.432.663 $2.973.779 $+2.973.779 $
AMAZON COM INCAMZN2.297.582 $+870.597 $1.426.985 $+1.426.985 $
BlackRock, Inc.BLK2.019.229 $+10.826 $2.008.403 $+2.008.403 $
BARCLAYS PLCBCS1.380.389 $+11.153 $1.369.236 $+1.369.236 $
ALPHA PRO TECH LTDAPT1.232.210 $+751.427 $480.783 $+480.783 $
Mastercard IncMA882.225 $+882.225 $
UNITEDHEALTH GROUP INCUNH768.293 $+768.293 $
Walmart Inc.WMT210.346 $-535.709 $746.055 $+746.055 $
ORACLE CORPORCL713.176 $+335.752 $377.424 $+377.424 $
NEXTERA ENERGY INCNEE680.467 $+680.467 $
ANALOG DEVICES INCADI218.858 $-458.537 $677.395 $+677.395 $
Duke Energy CORPDUK656.865 $+656.865 $
Parker-Hannifin CorpPH653.525 $+653.525 $
MCDONALDS CORPMCD641.512 $+641.512 $
PALATIN TECHNOLOGIES INCPTNT637.056 $+425.631 $211.425 $+211.425 $
COCA COLA COKO630.637 $+630.637 $
EMERSON ELECTRIC COEMR602.510 $+602.510 $
Phillips 66PSX458.115 $+458.115 $
CHEVRON CORPCVX443.819 $+443.819 $
PROCTER & GAMBLE CoPG423.459 $+423.459 $
Zoetis Inc.ZTS410.574 $+410.574 $
COMCAST CORPCMCSA405.111 $+405.111 $
NETFLIX INCNFLX392.011 $+392.011 $
NICOLET BANKSHARES INCNIC388.047 $+388.047 $
ADVANCED MICRO DEVICES INCAMD331.091 $+331.091 $
GENERAL ELECTRIC COGE274.763 $+6.432 $268.331 $+268.331 $
ELI LILLY & CoLLY226.757 $+226.757 $
106.199.586 $+7.499.045 $106.745.700 $+106.745.700 $
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