Investments: CLIFTONLARSONALLEN 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. ($)
4.756.733.748 $+193.569.198 $4.563.880.993 $+231.582.525 $4.333.319.747 $+343.268.114 $4.002.539.014 $+4.002.539.014 $
BANK OF AMERICA CORP /DE/BAC4.267.805.843 $+176.709.802 $4.091.096.041 $+218.403.596 $3.872.692.445 $+337.047.727 $3.535.644.718 $+3.535.644.718 $
BlackRock, Inc.BLK313.034.702 $-4.652.040 $317.686.742 $+689.284 $316.997.458 $-11.581.864 $328.579.322 $+328.579.322 $
APPFOLIO INCAPPF48.236.180 $+5.459.631 $42.776.549 $+7.257.433 $35.519.116 $-2.700.482 $38.219.598 $+38.219.598 $
MICROSOFT CORPMSFT30.940.370 $-89.498 $31.029.868 $+442.246 $30.587.622 $+15.988.036 $14.599.586 $+14.599.586 $
ALPHA PRO TECH LTDAPT14.215.972 $+4.347.010 $9.868.962 $+2.770.140 $7.098.822 $+956.017 $6.142.805 $+6.142.805 $
AMAZON COM INCAMZN9.404.069 $+994.538 $8.409.531 $+180.212 $8.229.319 $-5.461.804 $13.691.123 $+13.691.123 $
NVIDIA CORPNVDA12.178.981 $-715.784 $12.894.765 $+2.960.661 $9.934.104 $+1.491.084 $8.443.020 $+8.443.020 $
BERKSHIRE HATHAWAY INCBRK-B12.144.422 $+12.144.422 $
PROCTER & GAMBLE CoPG4.744.708 $+200.509 $4.544.199 $-1.722.335 $6.266.534 $+587.457 $5.679.077 $+5.679.077 $
JPMORGAN CHASE & COJPM6.015.722 $+917.406 $5.098.316 $-508.678 $5.606.994 $+2.074.965 $3.532.029 $+3.532.029 $
AbbVie Inc.ABBV5.029.604 $-795.885 $5.825.489 $+1.266.300 $4.559.189 $+52.648 $4.506.541 $+4.506.541 $
Constellation Energy CorpCEG5.825.423 $+407.614 $5.417.809 $-20.052 $5.437.861 $+1.923.450 $3.514.411 $+3.514.411 $
EXXON MOBIL CORPXOM5.447.171 $+1.788.827 $3.658.344 $-114.234 $3.772.578 $+150.406 $3.622.172 $+3.622.172 $
Walmart Inc.WMT3.753.793 $+1.319.567 $2.434.226 $+425.002 $2.009.224 $+484.029 $1.525.195 $+1.525.195 $
RTX CorpRTX2.727.910 $+583.894 $2.144.016 $-69.370 $2.213.386 $+359.595 $1.853.791 $+1.853.791 $
SBA COMMUNICATIONS CORPSBAC2.262.551 $+25.878 $2.236.673 $-477.843 $2.714.516 $+171.420 $2.543.096 $+2.543.096 $
NEXTERA ENERGY INCNEE2.673.967 $+421.420 $2.252.547 $-179.236 $2.431.783 $+33.786 $2.397.997 $+2.397.997 $
JOHNSON & JOHNSONJNJ2.507.420 $+486.718 $2.020.702 $+1.165 $2.019.537 $-125.615 $2.145.152 $+2.145.152 $
EXELON CORPEXC2.303.558 $+112.111 $2.191.447 $+30.477 $2.160.970 $-218.786 $2.379.756 $+2.379.756 $
COCA COLA COKO2.097.440 $+826.815 $1.270.625 $-369.431 $1.640.056 $-703.279 $2.343.335 $+2.343.335 $
Walt Disney CoDIS1.189.125 $-76.902 $1.266.027 $-962.557 $2.228.584 $+878.490 $1.350.094 $+1.350.094 $
CHEVRON CORPCVX2.163.286 $+291.908 $1.871.378 $+206.099 $1.665.279 $-341.111 $2.006.390 $+2.006.390 $
AFLAC INCAFL1.992.800 $-9.535 $2.002.335 $+112.702 $1.889.633 $-226.869 $2.116.502 $+2.116.502 $
PEPSICO INCPEP1.364.238 $+1.364.238 $
ISHARES GOLD TRUSTIAU1.253.996 $+136.539 $1.117.457 $+159.856 $957.601 $+196.958 $760.643 $+760.643 $
CITIGROUP INCC1.185.221 $+1.185.221 $
AT&T INC.T1.065.264 $+501.508 $563.756 $+220.797 $342.959 $+342.959 $
ENBRIDGE INCENB1.054.030 $+93.826 $960.204 $+220.400 $739.804 $+16.487 $723.317 $+723.317 $
INTEL CORPINTC1.013.447 $+609.482 $403.965 $+129.325 $274.640 $-22.559 $297.199 $+297.199 $
COMCAST CORPCMCSA484.966 $-23.944 $508.910 $-491.481 $1.000.391 $+1.000.391 $
VERIZON COMMUNICATIONS INCVZ799.471 $+240.006 $559.465 $+559.465 $
ALAMOS GOLD INCAGI716.443 $+170.581 $545.862 $-3.699 $549.561 $+549.561 $
Bitfarms LtdBITF587.970 $+587.970 $
PG&E CorpPCG504.068 $+33.014 $471.054 $+36.530 $434.524 $-132.662 $567.186 $+567.186 $
PFIZER INCPFE536.297 $+185.386 $350.911 $+23.234 $327.677 $+9.660 $318.017 $+318.017 $
Kraft Heinz CoKHC503.261 $+503.261 $
BP PLCBP400.021 $+400.021 $
V F CORPVFC289.787 $+57.550 $232.237 $+232.237 $
FORD MOTOR COF283.734 $+283.734 $
ARES CAPITAL CORPARCC221.620 $+221.620 $
4.756.733.748 $+193.569.198 $4.563.880.993 $+231.582.525 $4.333.319.747 $+343.268.114 $4.002.539.014 $+4.002.539.014 $
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