Investments: AGH 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. ($)
104.158.917 $-3.119.169 $108.212.207 $+9.663.816 $99.459.792 $+13.123.788 $87.127.296 $+87.127.296 $
BANK OF AMERICA CORP /DE/BAC47.603.535 $-2.127.553 $49.731.088 $+3.747.455 $45.983.633 $+5.378.798 $40.604.835 $+40.604.835 $
SPS COMMERCE INCSPSC6.782.054 $+526.139 $6.255.915 $+995.768 $5.260.147 $+1.196.508 $4.063.639 $+4.063.639 $
APPFOLIO INCAPPF5.770.829 $+352.252 $5.418.577 $+603.605 $4.814.972 $-605.045 $5.420.017 $+5.420.017 $
MICROSOFT CORPMSFT5.061.427 $-422.865 $5.484.292 $-233.661 $5.717.953 $+1.434.204 $4.283.749 $+4.283.749 $
NVIDIA CORPNVDA5.585.330 $+17.407 $5.567.923 $+543.208 $5.024.715 $+1.684.658 $3.340.057 $+3.340.057 $
ALPHA PRO TECH LTDAPT4.457.799 $+787.809 $3.669.990 $+921.967 $2.748.023 $+588.779 $2.159.244 $+2.159.244 $
AMAZON COM INCAMZN3.057.902 $-131.798 $3.189.700 $+189.538 $3.000.162 $+266.502 $2.733.660 $+2.733.660 $
JPMORGAN CHASE & COJPM1.924.126 $-197.603 $2.121.729 $+231.088 $1.890.641 $+245.047 $1.645.594 $+1.645.594 $
BERKSHIRE HATHAWAY INCBRK-B1.204.853 $-445.141 $1.649.994 $+103.789 $1.546.205 $-129.823 $1.676.028 $+1.676.028 $
NETFLIX INCNFLX1.044.485 $-360.657 $1.405.142 $-141.556 $1.546.698 $+438.848 $1.107.850 $+1.107.850 $
EXXON MOBIL CORPXOM1.306.895 $+17.589 $1.289.306 $+166.784 $1.122.522 $-68.561 $1.191.083 $+1.191.083 $
UNITEDHEALTH GROUP INCUNH395.142 $-156.307 $551.449 $+33.261 $518.188 $-626.215 $1.144.403 $+1.144.403 $
VERIZON COMMUNICATIONS INCVZ966.606 $-166.910 $1.133.516 $+68.814 $1.064.702 $+160.496 $904.206 $+904.206 $
JOHNSON & JOHNSONJNJ934.175 $+28.027 $906.148 $+209.447 $696.701 $-74.953 $771.654 $+771.654 $
ELI LILLY & CoLLY875.862 $+187.636 $688.226 $-188.749 $876.975 $-17.488 $894.463 $+894.463 $
PALATIN TECHNOLOGIES INCPTNT780.327 $-25.972 $806.299 $+258.155 $548.144 $+269.794 $278.350 $+278.350 $
RTX CorpRTX794.856 $+9.237 $785.619 $+116.562 $669.057 $+28.079 $640.978 $+640.978 $
ORACLE CORPORCL622.153 $-157.723 $779.876 $+320.970 $458.906 $+170.618 $288.288 $+288.288 $
GENERAL DYNAMICS CORPGD682.502 $-85.864 $768.366 $+120.801 $647.565 $+44.542 $603.023 $+603.023 $
Palo Alto Networks IncPANW767.197 $+75.706 $691.491 $+315.566 $375.925 $+78.670 $297.255 $+297.255 $
AbbVie Inc.ABBV668.893 $-89.973 $758.866 $+152.546 $606.320 $-4.739 $611.059 $+611.059 $
COCA COLA COKO678.056 $-5.038 $683.094 $+14.077 $669.017 $-6.434 $675.451 $+675.451 $
GENERAL ELECTRIC COGE566.467 $-85.710 $652.177 $+113.199 $538.978 $+109.056 $429.922 $+429.922 $
Walmart Inc.WMT604.958 $-46.486 $651.444 $+35.235 $616.209 $+65.155 $551.054 $+551.054 $
CHEVRON CORPCVX440.161 $-90.313 $530.474 $+113.644 $416.830 $-169.692 $586.522 $+586.522 $
CONOCOPHILLIPSCOP504.839 $-24.963 $529.802 $+33.720 $496.082 $-88.349 $584.431 $+584.431 $
Eaton Corp plcETN460.570 $-118.774 $579.344 $+17.794 $561.550 $+149.182 $412.368 $+412.368 $
BOEING COBA494.380 $-59.007 $553.387 $-612 $553.999 $+150.648 $403.351 $+403.351 $
AT&T INC.T376.676 $-174.568 $551.244 $+6.795 $544.449 $+18.047 $526.402 $+526.402 $
LINDE PLCLIN515.078 $-1.247 $516.325 $+34.006 $482.319 $+101.888 $380.431 $+380.431 $
Mastercard IncMA407.053 $-103.178 $510.231 $+20.207 $490.024 $+10.413 $479.611 $+479.611 $
PROCTER & GAMBLE CoPG328.755 $-134.654 $463.409 $-40.680 $504.089 $+13.960 $490.129 $+490.129 $
PEPSICO INCPEP271.686 $-88.121 $359.807 $+19.147 $340.660 $-136.601 $477.261 $+477.261 $
Accenture plcACN420.838 $-51.581 $472.419 $+472.419 $
AMERICAN EXPRESS COAXP439.875 $+44.936 $394.939 $+22.046 $372.893 $+73.977 $298.916 $+298.916 $
WELLTOWER INC.WELL427.273 $+18.618 $408.655 $+61.380 $347.275 $+2.552 $344.723 $+344.723 $
STRYKER CORPSYK293.476 $-78.044 $371.520 $-32.425 $403.945 $+32.060 $371.885 $+371.885 $
INTUITIVE SURGICAL INCISRG400.415 $+78.411 $322.004 $-78.487 $400.491 $+89.459 $311.032 $+311.032 $
Phillips 66PSX362.600 $-26.415 $389.015 $+47.817 $341.198 $-2.198 $343.396 $+343.396 $
INTEL CORPINTC384.758 $+50.665 $334.093 $+52.639 $281.454 $+281.454 $
MICRON TECHNOLOGY INCMU374.745 $+124.266 $250.479 $+250.479 $
MCKESSON CORPMCK320.735 $-25.362 $346.097 $-23.225 $369.322 $+20.038 $349.284 $+349.284 $
STARBUCKS CORPSBUX216.925 $-135.854 $352.779 $+17.870 $334.909 $+88.211 $246.698 $+246.698 $
SHERWIN WILLIAMS COSHW309.440 $-27.128 $336.568 $+5.911 $330.657 $+5.213 $325.444 $+325.444 $
METLIFE INCMET279.765 $-39.746 $319.511 $+12.870 $306.641 $+20.007 $286.634 $+286.634 $
FISERV INCFISV248.615 $-63.640 $312.255 $+312.255 $
ADVANCED MICRO DEVICES INCAMD308.177 $+31.028 $277.149 $+61.745 $215.404 $+215.404 $
GOLDMAN SACHS GROUP INCGS281.280 $-22.923 $304.203 $+37.378 $266.825 $+63.605 $203.220 $+203.220 $
SEMPRASRE301.612 $+48.770 $252.842 $+11.501 $241.341 $+241.341 $
MORGAN STANLEYMS292.213 $+6.085 $286.128 $+46.244 $239.884 $+239.884 $
COMCAST CORPCMCSA263.428 $-27.934 $291.362 $+291.362 $
SYNOPSYS INCSNPS255.993 $-22.773 $278.766 $+8.587 $270.179 $+270.179 $
CVS HEALTH CorpCVS256.254 $-20.955 $277.209 $+25.157 $252.052 $+21.698 $230.354 $+230.354 $
MCDONALDS CORPMCD229.838 $-38.804 $268.642 $+13.287 $255.355 $-16.407 $271.762 $+271.762 $
EQUINIX INCEQIX265.851 $-2.010 $267.861 $+1.389 $266.472 $-3.408 $269.880 $+269.880 $
ASML HOLDING NVASML262.116 $+31.712 $230.404 $+230.404 $
BOSTON SCIENTIFIC CORPBSX204.534 $-55.183 $259.717 $+259.717 $
Parker-Hannifin CorpPH249.629 $-9.654 $259.283 $+21.107 $238.176 $+30.287 $207.889 $+207.889 $
PFIZER INCPFE234.065 $+4.976 $229.089 $+7.210 $221.879 $+221.879 $
DEERE & CODE202.061 $-1.420 $203.481 $-27.367 $230.848 $+230.848 $
Booking Holdings Inc.BKNG205.172 $-20.606 $225.778 $+225.778 $
CHIPOTLE MEXICAN GRILL INCCMG222.962 $+222.962 $
SOUTHERN COSO222.803 $+7.371 $215.432 $+9.003 $206.429 $+206.429 $
Monster Beverage CorpMNST208.846 $-1.898 $210.744 $+7.037 $203.707 $+203.707 $
BECTON DICKINSON & COBDX210.045 $+210.045 $
Zoetis Inc.ZTS208.778 $+208.778 $
Walt Disney CoDIS200.399 $+200.399 $
FORD MOTOR COF150.590 $+150.590 $
Viatris IncVTRS143.998 $+18.781 $125.217 $+12.521 $112.696 $+17.983 $94.713 $+94.713 $
104.158.917 $-3.119.169 $108.212.207 $+9.663.816 $99.459.792 $+13.123.788 $87.127.296 $+87.127.296 $
Erweiterte Einstellungen ×