Investments: Provenance Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
769.357.417 $+127.788.449 $641.724.337 $+77.772.935 $564.533.302 $+564.533.302 $
BANK OF AMERICA CORP /DE/BAC638.096.533 $+53.218.990 $584.877.543 $+72.554.493 $512.323.050 $+512.323.050 $
MORGAN STANLEYMS72.434.166 $+72.363.747 $70.419 $+18.734 $51.685 $+51.685 $
NVIDIA CORPNVDA18.545.560 $+3.219.879 $15.325.681 $+4.385.587 $10.940.094 $+10.940.094 $
APPFOLIO INCAPPF10.284.192 $-399.064 $10.683.256 $+680.742 $10.002.514 $+10.002.514 $
MICROSOFT CORPMSFT5.174.734 $-572.957 $5.747.691 $+1.629.287 $4.118.404 $+4.118.404 $
BlackRock, Inc.BLK4.777.794 $+1.876.102 $2.901.692 $+362.062 $2.539.630 $+2.539.630 $
AMAZON COM INCAMZN1.806.628 $+24.598 $1.782.030 $-277.725 $2.059.755 $+2.059.755 $
BERKSHIRE HATHAWAY INCBRK-B1.275.726 $-45.977 $1.321.703 $-557.772 $1.879.475 $+1.879.475 $
CATERPILLAR INCCAT1.816.571 $+291.600 $1.524.971 $+470.930 $1.054.041 $+1.054.041 $
JOHNSON & JOHNSONJNJ1.023.782 $+99.092 $924.690 $-299.375 $1.224.065 $+1.224.065 $
ISHARES GOLD TRUSTIAU1.222.745 $+123.554 $1.099.191 $+272.041 $827.150 $+827.150 $
ALPHA PRO TECH LTDAPT869.069 $-219.307 $1.088.376 $+192.843 $895.533 $+895.533 $
SPS COMMERCE INCSPSC1.007.816 $+192.368 $815.448 $+154.455 $660.993 $+660.993 $
AMERICAN EXPRESS COAXP981.847 $+96.973 $884.874 $+160.053 $724.821 $+724.821 $
PAYCHEX INCPAYX679.026 $-88.252 $767.278 $-166.579 $933.857 $+933.857 $
JPMORGAN CHASE & COJPM215.243 $-397.953 $613.196 $-256.147 $869.343 $+869.343 $
Walmart Inc.WMT711.019 $-122.427 $833.446 $+113.568 $719.878 $+719.878 $
CHEVRON CORPCVX352.524 $-12.408 $364.932 $-419.658 $784.590 $+784.590 $
VERIZON COMMUNICATIONS INCVZ2.322 $-183 $2.505 $-643.331 $645.836 $+645.836 $
Accenture plcACN67.075 $-487.775 $554.850 $-69.230 $624.080 $+624.080 $
PFIZER INCPFE416.452 $-9.701 $426.153 $-157.681 $583.834 $+583.834 $
MCKESSON CORPMCK181.284 $-271.424 $452.708 $+58.336 $394.372 $+394.372 $
UNITEDHEALTH GROUP INCUNH79.887 $-3.676 $83.563 $-368.433 $451.996 $+451.996 $
RTX CorpRTX369.368 $+32.365 $337.003 $-106.076 $443.079 $+443.079 $
DEERE & CODE390.613 $+2.399 $388.214 $-13.080 $401.294 $+401.294 $
Organon & Co.OGN184.685 $-90.410 $275.095 $-108.442 $383.537 $+383.537 $
ALLSTATE CORPALL351.149 $-10.966 $362.115 $+12.788 $349.327 $+349.327 $
LINCOLN NATIONAL CORPLNC351.342 $+33.138 $318.204 $+34.874 $283.330 $+283.330 $
AbbVie Inc.ABBV346.619 $-4.627 $351.246 $+26.490 $324.756 $+324.756 $
AMGEN INCAMGN163.655 $+22.555 $141.100 $-186.028 $327.128 $+327.128 $
PROCTER & GAMBLE CoPG264.264 $-27.517 $291.781 $-31.847 $323.628 $+323.628 $
AT&T INC.T191.740 $-74.253 $265.993 $-51.846 $317.839 $+317.839 $
AGNICO EAGLE MINES LTDAEM311.935 $+1.785 $310.150 $+108.507 $201.643 $+201.643 $
SHERWIN WILLIAMS COSHW267.325 $-18.340 $285.665 $-2.417 $288.082 $+288.082 $
NEXTERA ENERGY INCNEE35.885 $+2.141 $33.744 $-240.813 $274.557 $+274.557 $
INTUITIVE SURGICAL INCISRG274.118 $+47.820 $226.298 $+57.411 $168.887 $+168.887 $
PEPSICO INCPEP13.634 $-47.457 $61.091 $-212.999 $274.090 $+274.090 $
ORACLE CORPORCL32.940 $-239.582 $272.522 $+137.046 $135.476 $+135.476 $
EXXON MOBIL CORPXOM112.638 $-149.393 $262.031 $+12.159 $249.872 $+249.872 $
GENERAL ELECTRIC COGE183.278 $-78.435 $261.713 $+206.672 $55.041 $+55.041 $
BCE INCBCE243.202 $+4.390 $238.812 $+4.390 $234.422 $+234.422 $
JABIL INCJBL237.369 $+11.295 $226.074 $+84.425 $141.649 $+141.649 $
Palo Alto Networks IncPANW123.598 $-111.176 $234.774 $+107.818 $126.956 $+126.956 $
MCDONALDS CORPMCD30.563 $-7.423 $37.986 $-180.985 $218.971 $+218.971 $
ELI LILLY & CoLLY5.373 $-74.742 $80.115 $-115.626 $195.741 $+195.741 $
Eaton Corp plcETN166.581 $-29.152 $195.733 $+49.488 $146.245 $+146.245 $
ADVANCED MICRO DEVICES INCAMD191.459 $+46.819 $144.640 $+21.968 $122.672 $+122.672 $
NICOLET BANKSHARES INCNIC188.853 $+188.853 $
Medtronic plcMDT33.621 $+287 $33.334 $-148.633 $181.967 $+181.967 $
EMERSON ELECTRIC COEMR175.721 $+2.039 $173.682 $+23.037 $150.645 $+150.645 $
HUBSPOT INCHUBS93.904 $-43.629 $137.533 $-28.712 $166.245 $+166.245 $
Ardmore Shipping CorpASC164.257 $+164.257 $
AUTOZONE INCAZO88.179 $-74.850 $163.029 $+109.650 $53.379 $+53.379 $
MERCADOLIBRE INCMELI66.471 $-94.778 $161.249 $+106.625 $54.624 $+54.624 $
KOHLS CorpKSS153.565 $+37.921 $115.644 $+54.098 $61.546 $+61.546 $
SUNCOR ENERGY INCSU149.050 $+8.568 $140.482 $+7.285 $133.197 $+133.197 $
NETFLIX INCNFLX109.699 $-30.575 $140.274 $+31.168 $109.106 $+109.106 $
CVS HEALTH CorpCVS26.427 $-60.347 $86.774 $-52.520 $139.294 $+139.294 $
COLGATE PALMOLIVE COCL134.928 $+134.928 $
WEYERHAEUSER COWY16.938 $-1.531 $18.469 $-115.194 $133.663 $+133.663 $
METLIFE INCMET35.523 $-1.544 $37.067 $-82.565 $119.632 $+119.632 $
PALATIN TECHNOLOGIES INCPTNT105.050 $-2.760 $107.810 $+99.876 $7.934 $+7.934 $
Shift4 Payments, Inc.FOUR84.254 $-19.307 $103.561 $+103.561 $
RIO TINTO PLCRIO96.036 $+16.824 $79.212 $+6.695 $72.517 $+72.517 $
LEGGETT & PLATT INCLEG95.898 $+18.482 $77.416 $+8.457 $68.959 $+68.959 $
Bloom Energy CorpBE86.890 $+2.320 $84.570 $+64.910 $19.660 $+19.660 $
COCA COLA COKO74.105 $-6.275 $80.380 $-6.423 $86.803 $+86.803 $
ASML HOLDING NVASML77.030 $+7.328 $69.702 $+21.993 $47.709 $+47.709 $
CSX CORPCSX75.980 $+1.551 $74.429 $+12.744 $61.685 $+61.685 $
TARGET CORPTGT23.753 $+1.956 $21.797 $-52.820 $74.617 $+74.617 $
CUMMINS INCCMI73.070 $+18.845 $54.225 $+54.225 $
Archer-Daniels-Midland CoADM68.988 $-2.700 $71.688 $+4.042 $67.646 $+67.646 $
NOVARTIS AGNVS68.935 $+4.815 $64.120 $+8.380 $55.740 $+55.740 $
Walt Disney CoDIS2.275 $-54.403 $56.678 $-2.049 $58.727 $+58.727 $
GOLDMAN SACHS GROUP INCGS57.135 $+5.372 $51.763 $+16.254 $35.509 $+35.509 $
AeroVironment IncAVAV25.157 $-20.187 $45.344 $+45.344 $
BARRICK MINING CORPB42.374 $+10.489 $31.885 $+31.885 $
SAP SESAP36.194 $-3.620 $39.814 $-184 $39.998 $+39.998 $
COMCAST CORPCMCSA33.180 $-5.786 $38.966 $+38.966 $
FREEPORT-MCMORAN INCFCX38.753 $+8.828 $29.925 $+1.038 $28.887 $+28.887 $
SanofiSNY24.472 $+636 $23.836 $-13.322 $37.158 $+37.158 $
TotalEnergies SETTE34.411 $+3.014 $31.397 $-4.377 $35.774 $+35.774 $
INTEL CORPINTC34.907 $+3.169 $31.738 $+8.006 $23.732 $+23.732 $
KROGER COKR31.865 $-2.514 $34.379 $-143 $34.522 $+34.522 $
Shell plcSHEL28.657 $+760 $27.897 $-682 $28.579 $+28.579 $
Mastercard IncMA26.260 $+95 $26.165 $+951 $25.214 $+25.214 $
WELLTOWER INC.WELL25.800 $+1.039 $24.761 $+3.465 $21.296 $+21.296 $
FEDEX CORPFDX24.288 $-821 $25.109 $+25.109 $
REGIONS FINANCIAL CORPRF24.526 $+661 $23.865 $+23.561 $304 $+304 $
CITIGROUP INCC3.296 $-175 $3.471 $-21.027 $24.498 $+24.498 $
PACCAR INCPCAR24.311 $+2.484 $21.827 $+211 $21.616 $+21.616 $
FIRSTENERGY CORPFE23.057 $-540 $23.597 $+1.285 $22.312 $+22.312 $
EQUINIX INCEQIX3.831 $-19.666 $23.497 $+19.420 $4.077 $+4.077 $
LINDE PLCLIN2.985 $-19.340 $22.325 $+440 $21.885 $+21.885 $
INSULET CORPPODD19.759 $+19.759 $
STRYKER CORPSYK17.925 $-928 $18.853 $-132 $18.985 $+18.985 $
ANALOG DEVICES INCADI18.984 $+1.785 $17.199 $+3.082 $14.117 $+14.117 $
VAIL RESORTS INCMTN14.741 $-1.861 $16.602 $-1.640 $18.242 $+18.242 $
LOCKHEED MARTIN CORPLMT7.255 $-9.718 $16.973 $+1.785 $15.188 $+15.188 $
PPL CorpPPL15.864 $-969 $16.833 $+475 $16.358 $+16.358 $
BHP Group LtdBHP16.018 $+16.018 $
GSK plcGSK11.770 $+1.412 $10.358 $-2.581 $12.939 $+12.939 $
CONOCOPHILLIPSCOP9.080 $-95 $9.175 $-3.217 $12.392 $+12.392 $
ADVANCE AUTO PARTS INCAAP7.860 $-4.420 $12.280 $+4.438 $7.842 $+7.842 $
CONSOLIDATED EDISON INCED11.059 $+11.059 $
Edwards Lifesciences CorpEW10.656 $+935 $9.721 $+661 $9.060 $+9.060 $
BP PLCBP9.030 $+70 $8.960 $-1.515 $10.475 $+10.475 $
ALCON INCALC7.329 $+400 $6.929 $-1.899 $8.828 $+8.828 $
FORD MOTOR COF7.911 $+699 $7.212 $+1.164 $6.048 $+6.048 $
Otis Worldwide CorpOTIS5.066 $-237 $5.303 $-1.921 $7.224 $+7.224 $
NATIONAL GRID PLCNGG7.217 $+7.217 $
HALLIBURTON COHAL6.472 $+839 $5.633 $-1.471 $7.104 $+7.104 $
Monster Beverage CorpMNST6.364 $+777 $5.587 $+730 $4.857 $+4.857 $
CARNIVAL CORPCCL5.864 $+3.118 $2.746 $+891 $1.855 $+1.855 $
UBS Group AGUBS5.557 $+637 $4.920 $+1.244 $3.676 $+3.676 $
Haleon plcHLN3.033 $+342 $2.691 $-1.600 $4.291 $+4.291 $
UNITED PARCEL SERVICE INCUPS3.740 $+3.740 $
QuantumScape CorpQS3.126 $-570 $3.696 $+2.448 $1.248 $+1.248 $
Zoetis Inc.ZTS2.768 $-451 $3.219 $-403 $3.622 $+3.622 $
NatWest Group plcNWG3.605 $+690 $2.915 $+459 $2.456 $+2.456 $
Veralto CorpVLTO3.193 $-219 $3.412 $+294 $3.118 $+3.118 $
GENERAL DYNAMICS CORPGD3.271 $+3.271 $
Sea LtdSE2.296 $-921 $3.217 $+868 $2.349 $+2.349 $
EVERSOURCE ENERGYES3.201 $+406 $2.795 $+2.795 $
RBC Bearings INCRBC3.139 $+407 $2.732 $+480 $2.252 $+2.252 $
PIPER SANDLER COMPANIESPIPR3.057 $-66 $3.123 $+894 $2.229 $+2.229 $
HDFC BANK LTDHDB2.790 $+2.790 $
MICRON TECHNOLOGY INCMU2.433 $+2.433 $
Sony Group CorpSONY2.285 $+2.285 $
DEXCOM INCDXCM2.049 $+2.049 $
MANHATTAN ASSOCIATES INCMANH1.903 $+1.903 $
Performance Food Group CoPFGC1.887 $+1.887 $
HERSHEY COHSY1.871 $+161 $1.710 $+1.710 $
Fortive CorpFTV1.830 $+1.830 $
GLOBAL PAYMENTS INCGPN1.763 $+1.763 $
Allegion plcALLE1.566 $+1.566 $
WINTRUST FINANCIAL CORPWTFC1.462 $+1.462 $
Fox CorpFOXA1.461 $+200 $1.261 $+129 $1.132 $+1.132 $
Element Solutions IncESI1.447 $+1.447 $
Integer Holdings CorpITGR941 $-299 $1.240 $-176 $1.416 $+1.416 $
NORDSON CORPNDSN1.412 $+1.412 $
DOVER CorpDOV1.405 $+1.405 $
ICON PLCICLR1.400 $+1.400 $
CENTENE CORPCNC1.396 $+1.396 $
NEUROCRINE BIOSCIENCES INCNBIX1.327 $+1.327 $
STIFEL FINANCIAL CORPSF1.320 $+1.320 $
CENTERPOINT ENERGY INCCNP1.304 $-15 $1.319 $+87 $1.232 $+1.232 $
ENTEGRIS INCENTG1.312 $+1.312 $
Aptiv PLCAPTV1.309 $+1.309 $
IDACORP INCIDA1.278 $+1.278 $
Jazz Pharmaceuticals plcJAZZ1.242 $+1.242 $
Aon plcAON1.197 $+1.197 $
RYANAIR HOLDINGS PLCRYAAY1.144 $+1.144 $
ZEBRA TECHNOLOGIES CORPZBRA1.130 $+1.130 $
DIAGEO PLCDEO1.048 $+1.048 $
MICROCHIP TECHNOLOGY INCMCHP1.017 $+1.017 $
Magnolia Oil & Gas CorpMGY1.010 $+1.010 $
EXPONENT INCEXPO973 $+973 $
BARCLAYS PLCBCS937 $+937 $
HOLOGIC INCHOLX927 $+927 $
COGNEX CORPCGNX835 $+835 $
TORO COTTC800 $+800 $
TECK RESOURCES LTDTECK765 $+765 $
LKQ CORPLKQ723 $+723 $
CHART INDUSTRIES INCGTLS722 $+722 $
Vericel CorpVCEL669 $+669 $
Lloyds Banking Group plcLYG665 $+665 $
BORGWARNER INCBWA630 $+630 $
MGM Resorts InternationalMGM445 $+445 $
SM Energy CoSM419 $+419 $
PEABODY ENERGY CORPBTU379 $+379 $
Gentherm IncTHRM348 $+348 $
OLIN CorpOLN339 $+339 $
WOODSIDE ENERGY GROUP LTDWDS333 $+333 $
CARTERS INCCRI286 $+286 $
Net Lease Office PropertiesNLOP155 $-23 $178 $-10 $188 $+188 $
769.357.417 $+127.788.449 $641.724.337 $+77.772.935 $564.533.302 $+564.533.302 $
Erweiterte Einstellungen ×