Investments: Helium Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
82.194.853 $-13.927.916 $97.029.855 $-25.607.327 $123.520.115 $+123.520.115 $
BANK OF AMERICA CORP /DE/BAC48.336.395 $-9.557.882 $57.894.277 $-20.374.625 $78.268.902 $+78.268.902 $
MICROSOFT CORPMSFT8.257.656 $-992.444 $9.250.100 $-164.582 $9.414.682 $+9.414.682 $
APPFOLIO INCAPPF4.532.906 $-1.439.500 $5.972.406 $+77.252 $5.895.154 $+5.895.154 $
MORGAN STANLEYMS2.264.169 $-983.767 $3.247.936 $-1.413.663 $4.661.599 $+4.661.599 $
SPS COMMERCE INCSPSC1.878.940 $-655.236 $2.534.176 $-1.016.815 $3.550.991 $+3.550.991 $
NVIDIA CORPNVDA2.854.139 $-322.468 $3.176.607 $+271.168 $2.905.439 $+2.905.439 $
ALPHA PRO TECH LTDAPT2.670.208 $+327.306 $2.342.902 $-95.225 $2.438.127 $+2.438.127 $
BERKSHIRE HATHAWAY INCBRK-B1.528.555 $+98.766 $1.429.789 $-1.199.936 $2.629.725 $+2.629.725 $
AMAZON COM INCAMZN1.238.932 $-234.058 $1.472.990 $-889.365 $2.362.355 $+2.362.355 $
ORACLE CORPORCL1.375.120 $-559.777 $1.934.897 $+289.269 $1.645.628 $+1.645.628 $
BlackRock, Inc.BLK1.170.807 $-50.725 $1.221.532 $-68.508 $1.290.040 $+1.290.040 $
JPMORGAN CHASE & COJPM406.799 $-164.988 $571.787 $-641.743 $1.213.530 $+1.213.530 $
VIASAT INCVSAT1.052.236 $+136.875 $915.361 $+444.642 $470.719 $+470.719 $
GOLDMAN SACHS GROUP INCGS941.632 $-34.591 $976.223 $+85.181 $891.042 $+891.042 $
ISHARES GOLD TRUSTIAU409.503 $-313.831 $723.334 $+103.476 $619.858 $+619.858 $
ELI LILLY & CoLLY211.608 $-270.150 $481.758 $+481.758 $
CHEVRON CORPCVX315.785 $-57.292 $373.077 $-102.976 $476.053 $+476.053 $
RAYMOND JAMES FINANCIAL INCRJF473.198 $+473.198 $
Walmart Inc.WMT375.790 $-54.018 $429.808 $+5.919 $423.889 $+423.889 $
Booking Holdings Inc.BKNG350.774 $-29.912 $380.686 $-44.453 $425.139 $+425.139 $
EXXON MOBIL CORPXOM281.279 $-23.807 $305.086 $-108.886 $413.972 $+413.972 $
NETFLIX INCNFLX261.365 $-118.632 $379.997 $+379.997 $
AbbVie Inc.ABBV267.349 $+2.418 $264.931 $-105.090 $370.021 $+370.021 $
iShares Bitcoin Trust ETFIBIT224.766 $+22.096 $202.670 $-156.265 $358.935 $+358.935 $
BOEING COBA295.302 $-9.253 $304.555 $-39.512 $344.067 $+344.067 $
CATERPILLAR INCCAT200.625 $-100.772 $301.397 $+301.397 $
ADVANCED MICRO DEVICES INCAMD246.926 $+246.926 $
Shell plcSHEL242.791 $+242.791 $
Mastercard IncMA233.488 $+19.289 $214.199 $+214.199 $
CUMMINS INCCMI228.682 $+228.682 $
Public StoragePSA219.869 $+219.869 $
FORD MOTOR COF217.005 $+19.366 $197.639 $+7.675 $189.964 $+189.964 $
AT&T INC.T210.784 $+210.784 $
JOHNSON & JOHNSONJNJ209.489 $+209.489 $
82.194.853 $-13.927.916 $97.029.855 $-25.607.327 $123.520.115 $+123.520.115 $
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