Investments: Providence Financial Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
72.900.417 $-2.767.249 $76.071.617 $+76.071.617 $
BANK OF AMERICA CORP /DE/BAC52.982.788 $-4.781.415 $57.764.203 $+57.764.203 $
MICROSOFT CORPMSFT4.324.046 $-306.945 $4.630.991 $+4.630.991 $
ELI LILLY & CoLLY3.598.029 $+1.040.453 $2.557.576 $+2.557.576 $
CATERPILLAR INCCAT1.874.482 $+313.206 $1.561.276 $+1.561.276 $
JOHNSON & JOHNSONJNJ1.281.434 $+147.220 $1.134.214 $+1.134.214 $
EXXON MOBIL CORPXOM1.097.662 $+63.990 $1.033.672 $+1.033.672 $
PROCTER & GAMBLE CoPG891.245 $-38.645 $929.890 $+929.890 $
CITIGROUP INCC889.589 $+226.258 $663.331 $+663.331 $
DEERE & CODE884.583 $+15.789 $868.794 $+868.794 $
ORACLE CORPORCL449.657 $-199.164 $648.821 $+648.821 $
APPFOLIO INCAPPF254.301 $-238.509 $492.810 $+492.810 $
AT&T INC.T412.756 $-34.591 $447.347 $+447.347 $
WELLTOWER INC.WELL375.303 $-67.731 $443.034 $+443.034 $
COCA COLA COKO421.403 $+21.651 $399.752 $+399.752 $
BOEING COBA402.323 $+59.153 $343.170 $+343.170 $
CUMMINS INCCMI381.306 $+65.796 $315.510 $+315.510 $
AMAZON COM INCAMZN355.232 $+17.314 $337.918 $+337.918 $
NEXTERA ENERGY INCNEE322.324 $+19.232 $303.092 $+303.092 $
3M COMMM288.180 $+8.856 $279.324 $+279.324 $
PFIZER INCPFE270.407 $-11.324 $281.731 $+281.731 $
BERKSHIRE HATHAWAY INCBRK-B251.325 $+251.325 $
GENERAL ELECTRIC COGE239.647 $+239.647 $
JPMORGAN CHASE & COJPM236.187 $+4.977 $231.210 $+231.210 $
CARDINAL HEALTH INCCAH210.498 $+210.498 $
NVIDIA CORPNVDA205.710 $+205.710 $
VERIZON COMMUNICATIONS INCVZ202.415 $+202.415 $
REALTY INCOME CORPO201.536 $+201.536 $
72.900.417 $-2.767.249 $76.071.617 $+76.071.617 $
Erweiterte Einstellungen ×