Investments: CURA WEALTH 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. ($)
240.621.880 $+1.428.520 $240.380.920 $+7.233.623 $232.925.617 $+140.600 $233.575.315 $+233.575.315 $
BANK OF AMERICA CORP /DE/BAC135.111.019 $-3.609.170 $138.720.189 $-5.161.243 $143.881.432 $+2.375.570 $141.505.862 $+141.505.862 $
AbbVie Inc.ABBV64.394.331 $-1.358.861 $65.753.192 $+7.751.602 $58.001.590 $-4.543.277 $62.544.867 $+62.544.867 $
APPFOLIO INCAPPF5.074.069 $+1.061.864 $4.012.205 $+1.041.594 $2.970.611 $-866.242 $3.836.853 $+3.836.853 $
Accenture plcACN3.791.347 $+176.931 $3.614.416 $-745.492 $4.359.908 $-297.289 $4.657.197 $+4.657.197 $
PALATIN TECHNOLOGIES INCPTNT1.810.788 $-360.375 $2.171.163 $-1.546.965 $3.718.128 $-153.722 $3.871.850 $+3.871.850 $
MICROSOFT CORPMSFT3.312.030 $+88.827 $3.223.203 $+293.454 $2.929.749 $+661.266 $2.268.483 $+2.268.483 $
NVIDIA CORPNVDA1.766.531 $-1.410.367 $3.176.898 $+2.424.707 $752.191 $+291.359 $460.832 $+460.832 $
AMAZON COM INCAMZN2.931.044 $+1.195.124 $1.735.920 $+174.960 $1.560.960 $-291.411 $1.852.371 $+1.852.371 $
ALPHA PRO TECH LTDAPT2.188.993 $+787.588 $1.401.405 $+453.657 $947.748 $+283.104 $664.644 $+664.644 $
ORACLE CORPORCL1.450.193 $-628.171 $2.078.364 $-106.187 $2.184.551 $+787.569 $1.396.982 $+1.396.982 $
BERKSHIRE HATHAWAY INCBRK-B1.529.057 $+142.500 $1.386.557 $+1.386.557 $
BP PLCBP958.999 $+9.281 $949.718 $-127.912 $1.077.630 $-103.260 $1.180.890 $+1.180.890 $
NICOLET BANKSHARES INCNIC734.704 $-34.557 $769.261 $-330.083 $1.099.344 $+53.828 $1.045.516 $+1.045.516 $
Duke Energy CORPDUK1.001.559 $+1.001.559 $
ELI LILLY & CoLLY932.072 $+496.399 $435.673 $+106.634 $329.039 $+19.321 $309.718 $+309.718 $
JPMORGAN CHASE & COJPM815.501 $+225.647 $589.854 $+131.781 $458.073 $+70.493 $387.580 $+387.580 $
Shell plcSHEL782.782 $+19.915 $762.867 $+158.397 $604.470 $-24.639 $629.109 $+629.109 $
JOHNSON & JOHNSONJNJ616.408 $+112.807 $503.601 $+138.834 $364.767 $-31.259 $396.026 $+396.026 $
Palo Alto Networks IncPANW612.588 $+36.343 $576.245 $+3.253 $572.992 $-7.184 $580.176 $+580.176 $
BlackRock, Inc.BLK608.647 $+2.385 $606.262 $+337.507 $268.755 $+37.020 $231.735 $+231.735 $
Constellation Energy CorpCEG592.711 $+213.293 $379.418 $-64.700 $444.118 $+111.227 $332.891 $+332.891 $
NORTHERN TRUST CORPNTRS559.882 $+8.157 $551.725 $+9.698 $542.027 $+120.298 $421.729 $+421.729 $
TransDigm Group INCTDG546.568 $+239.469 $307.099 $-47.210 $354.309 $+18.170 $336.139 $+336.139 $
Grayscale Bitcoin Mini Trust ETFBTC216.036 $-294.213 $510.249 $-23.501 $533.750 $+114.188 $419.562 $+419.562 $
Brookfield Renewable CorpBEPC513.181 $+52.125 $461.056 $+22.951 $438.105 $+61.185 $376.920 $+376.920 $
PFIZER INCPFE496.014 $-8.312 $504.326 $+122.258 $382.068 $-92.723 $474.791 $+474.791 $
INTUITIVE SURGICAL INCISRG423.719 $+423.719 $
EXXON MOBIL CORPXOM369.206 $+72.110 $297.096 $+35.015 $262.081 $-112.083 $374.164 $+374.164 $
NETFLIX INCNFLX369.119 $+68.190 $300.929 $-1.714 $302.643 $+92.824 $209.819 $+209.819 $
GENERAL ELECTRIC COGE366.468 $+74.372 $292.096 $+90.302 $201.794 $+201.794 $
FISERV INCFISV359.290 $+359.290 $
SPS COMMERCE INCSPSC319.426 $+32.917 $286.509 $+41.731 $244.778 $+13.402 $231.376 $+231.376 $
SAP SESAP255.056 $-30.057 $285.113 $-31.151 $316.264 $+30.375 $285.889 $+285.889 $
MCDONALDS CORPMCD310.200 $+60.706 $249.494 $-16.975 $266.469 $-18.418 $284.887 $+284.887 $
Mastercard IncMA306.650 $+79.126 $227.524 $+6.084 $221.440 $+221.440 $
MERCADOLIBRE INCMELI300.743 $+300.743 $
RTX CorpRTX291.088 $+291.088 $
SUNCOR ENERGY INCSU284.170 $+13.032 $271.138 $+25.915 $245.223 $-8.316 $253.539 $+253.539 $
INTEL CORPINTC272.470 $-10.390 $282.860 $+73.292 $209.568 $+209.568 $
CHEVRON CORPCVX252.696 $-11.763 $264.459 $+56.118 $208.341 $-35.066 $243.407 $+243.407 $
PROCTER & GAMBLE CoPG263.202 $+263.202 $
Medtronic plcMDT262.820 $+6.720 $256.100 $+45.846 $210.254 $-6.488 $216.742 $+216.742 $
NOVARTIS AGNVS257.403 $+2.462 $254.941 $+24.296 $230.645 $+8.688 $221.957 $+221.957 $
AT&T INC.T253.708 $-194 $253.902 $+253.902 $
LINDE PLCLIN253.350 $+14.425 $238.925 $+9.027 $229.898 $+1.734 $228.164 $+228.164 $
Vertiv Holdings CoVRT250.880 $+27.447 $223.433 $+223.433 $
GOLDMAN SACHS GROUP INCGS240.562 $+240.562 $
BOEING COBA206.765 $-31.890 $238.655 $+238.655 $
Carlyle Credit Income FundCCIF167.531 $-40.365 $207.896 $-23.576 $231.472 $+231.472 $
CARNIVAL CORPCCL220.132 $-9.182 $229.314 $+1.542 $227.772 $+227.772 $
CARDINAL HEALTH INCCAH227.078 $+227.078 $
COCA COLA COKO226.562 $+226.562 $
Parker-Hannifin CorpPH219.740 $+219.740 $
ASTRAZENECA PLCAZN216.187 $+216.187 $
BARRICK MINING CORPB213.005 $+213.005 $
EXELON CORPEXC212.937 $+212.937 $
EMERSON ELECTRIC COEMR209.328 $+209.328 $
Monster Beverage CorpMNST207.075 $+207.075 $
NEXTERA ENERGY INCNEE202.192 $+202.192 $
MORGAN STANLEYMS168.096 $+168.096 $
Arbutus Biopharma CorpABUS72.150 $+4.050 $68.100 $+21.750 $46.350 $-6.000 $52.350 $+52.350 $
240.621.880 $+1.428.520 $240.380.920 $+7.233.623 $232.925.617 $+140.600 $233.575.315 $+233.575.315 $
Erweiterte Einstellungen ×