Investments: Private Advisory Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.162.876.645 $+55.875.716 $
+30,5 %
1.111.380.423 $+135.273.725 $
+108,3 %
966.815.485 $+231.280.507 $
+201,4 %
BANK OF AMERICA CORP /DE/BAC539.798.879 $+39.766.465 $
+8,0 %
500.032.414 $+102.010.007 $
+25,6 %
398.022.407 $+52.221.214 $
+15,1 %
MICROSOFT CORPMSFT76.405.469 $-32.390.767 $
-29,8 %
108.796.236 $+40.581.321 $
+59,5 %
68.214.915 $+13.909.892 $
+25,6 %
NVIDIA CORPNVDA70.115.336 $+1.677.161 $
+2,5 %
68.438.175 $-8.393.372 $
-10,9 %
76.831.547 $+28.375.329 $
+58,6 %
APPFOLIO INCAPPF63.054.117 $+1.803.253 $
+2,9 %
61.250.864 $+2.922.314 $
+5,0 %
58.328.550 $+6.335.673 $
+12,2 %
ALPHA PRO TECH LTDAPT46.016.673 $+5.738.743 $
+14,2 %
40.277.930 $+4.761.373 $
+13,4 %
35.516.557 $+5.510.505 $
+18,4 %
AMAZON COM INCAMZN45.735.598 $+3.867.551 $
+9,2 %
41.868.047 $-1.631.987 $
-3,8 %
43.500.034 $+7.541.453 $
+21,0 %
NETFLIX INCNFLX19.152.261 $-4.447.280 $
-18,8 %
23.599.541 $-9.352.600 $
-28,4 %
32.952.141 $+11.158.915 $
+51,2 %
MICRON TECHNOLOGY INCMU21.274.461 $+9.986.385 $
+88,5 %
11.288.076 $+1.627.001 $
+16,8 %
9.661.075 $+9.661.075 $
BERKSHIRE HATHAWAY INCBRK-B18.047.146 $+879.078 $
+5,1 %
17.168.068 $+3.693.294 $
+27,4 %
13.474.774 $-2.572.927 $
-16,0 %
ELI LILLY & CoLLY17.562.467 $+1.782.068 $
+11,3 %
15.780.399 $+1.826.778 $
+13,1 %
13.953.621 $-15.186.171 $
-52,1 %
ASML HOLDING NVASML17.462.255 $+2.174.178 $
+14,2 %
15.288.077 $+3.030.817 $
+24,7 %
12.257.260 $+2.398.651 $
+24,3 %
EXXON MOBIL CORPXOM16.545.156 $+1.724.407 $
+11,6 %
14.820.749 $+4.414.599 $
+42,4 %
10.406.150 $+10.173.523 $
+4.373,3 %
BlackRock, Inc.BLK14.936.364 $+9.295.886 $
+164,8 %
5.640.478 $-10.364.427 $
-64,8 %
16.004.905 $+1.373.480 $
+9,4 %
Constellation Energy CorpCEG14.920.718 $+2.121.540 $
+16,6 %
12.799.178 $+1.656.212 $
+14,9 %
11.142.966 $+3.460.913 $
+45,1 %
ORACLE CORPORCL993.082 $-11.317.378 $
-91,9 %
12.310.460 $-2.291.199 $
-15,7 %
14.601.659 $+1.213.303 $
+9,1 %
JPMORGAN CHASE & COJPM14.166.725 $+673.260 $
+5,0 %
13.493.465 $+665.527 $
+5,2 %
12.827.938 $+6.631.660 $
+107,0 %
INTEL CORPINTC14.082.147 $+1.432.790 $
+11,3 %
12.649.357 $+12.419.850 $
+5.411,5 %
ADVANCED MICRO DEVICES INCAMD13.782.781 $+3.516.655 $
+34,3 %
10.266.126 $-2.155.573 $
-17,4 %
12.421.699 $+3.754.203 $
+43,3 %
HALLIBURTON COHAL13.422.737 $+1.891.758 $
+16,4 %
11.530.979 $+4.461.361 $
+63,1 %
7.069.618 $+7.069.618 $
AMERICAN EXPRESS COAXP13.402.298 $+2.077.275 $
+18,3 %
11.325.023 $+1.210.247 $
+12,0 %
10.114.776 $+10.114.776 $
UNITEDHEALTH GROUP INCUNH480.279 $+213.017 $
+79,7 %
267.262 $-12.796.482 $
-98,0 %
13.063.744 $+13.063.744 $
Vertiv Holdings CoVRT12.551.725 $+1.408.300 $
+12,6 %
11.143.425 $+919.164 $
+9,0 %
10.224.261 $+4.230.506 $
+70,6 %
GOLDMAN SACHS GROUP INCGS11.217.798 $+1.433.046 $
+14,6 %
9.784.752 $+97.070 $
+1,0 %
9.687.682 $+9.368.649 $
+2.936,6 %
TARGET CORPTGT9.929.641 $-512.336 $
-4,9 %
10.441.977 $+614.069 $
+6,2 %
9.827.908 $+9.827.908 $
VERIZON COMMUNICATIONS INCVZ10.395.787 $+999.083 $
+10,6 %
9.396.704 $+9.396.704 $
JBS N.V.JBS10.260.191 $+546.912 $
+5,6 %
9.713.279 $+1.478.805 $
+18,0 %
8.234.474 $+8.234.474 $
MORGAN STANLEYMS5.843.858 $-3.914.808 $
-40,1 %
9.758.666 $+7.543.961 $
+340,6 %
2.214.705 $-1.405.831 $
-38,8 %
PROCTER & GAMBLE CoPG330.043 $-9.175.106 $
-96,5 %
9.505.149 $+435.380 $
+4,8 %
9.069.769 $-556.746 $
-5,8 %
FISERV INCFISV9.283.297 $+9.283.297 $
BOEING COBA9.042.397 $+383.297 $
+4,4 %
8.659.100 $+286.700 $
+3,4 %
8.372.400 $+4.297.790 $
+105,5 %
RHRH263.499 $-7.370.048 $
-96,5 %
7.633.547 $+7.633.547 $
V F CORPVFC149.134 $-5.986.939 $
-97,6 %
6.136.073 $+6.136.073 $
FIRST TRUST ADVISORS LP833.632 $-408.798 $
-32,9 %
1.242.430 $-2.773.759 $
-69,1 %
4.016.189 $+4.016.189 $
FLOW TRADERS U.S. LLC3.192.816 $+468.874 $
+17,2 %
2.723.942 $+1.562.143 $
+134,5 %
1.161.799 $-61.470 $
-5,0 %
LAM RESEARCH CORPLRCX3.037.760 $+2.784.153 $
+1.097,8 %
253.607 $+253.607 $
Roblox CorpRBLX2.133.624 $-856.013 $
-28,6 %
2.989.637 $+2.989.637 $
PALATIN TECHNOLOGIES INCPTNT1.408.669 $-1.405.707 $
-49,9 %
2.814.376 $+187.707 $
+7,1 %
2.626.669 $+258.454 $
+10,9 %
ALBEMARLE CORPALB2.570.106 $+2.570.106 $
Strategy IncMSTR2.421.735 $+2.421.735 $
GENERAL ELECTRIC COGE1.981.613 $-17.939 $
-0,9 %
1.999.552 $-36.509 $
-1,8 %
2.036.061 $+355.932 $
+21,2 %
Fox CorpFOXA1.681.560 $+152.229 $
+10,0 %
1.529.331 $+198.717 $
+14,9 %
1.330.614 $+1.330.614 $
AppLovin CorpAPP1.631.318 $+784.159 $
+92,6 %
847.159 $+637.111 $
+303,3 %
210.048 $-588.042 $
-73,7 %
Mastercard IncMA1.359.836 $+671.007 $
+97,4 %
688.829 $+39.788 $
+6,1 %
649.041 $-6.779.081 $
-91,3 %
3M COMMM1.316.876 $+1.316.876 $
WESTERN DIGITAL CORPWDC1.253.953 $+1.253.953 $
MICROCHIP TECHNOLOGY INCMCHP1.246.703 $+1.246.703 $
AGNICO EAGLE MINES LTDAEM942.078 $-77.373 $
-7,6 %
1.019.451 $+17.118 $
+1,7 %
1.002.333 $+1.002.333 $
Walmart Inc.WMT991.349 $+532.270 $
+115,9 %
459.079 $+127.605 $
+38,5 %
331.474 $-811 $
-0,2 %
INCYTE CORPINCY956.489 $+956.489 $
CAMECO CORPCCJ874.278 $-25.037 $
-2,8 %
899.315 $-682.875 $
-43,2 %
STARBUCKS CORPSBUX704.248 $-3.516 $
-0,5 %
707.764 $-49.466 $
-6,5 %
757.230 $-83.009 $
-9,9 %
COLGATE PALMOLIVE COCL554.325 $+283.089 $
+104,4 %
271.236 $-12.827 $
-4,5 %
284.063 $+284.063 $
NICOLET BANKSHARES INCNIC473.748 $-37.861 $
-7,4 %
511.609 $+2.465 $
+0,5 %
509.144 $+52.278 $
+11,4 %
COCA COLA COKO505.799 $+41.161 $
+8,9 %
464.638 $-19.080 $
-3,9 %
483.718 $+483.718 $
ISHARES GOLD TRUSTIAU478.903 $+66.515 $
+16,1 %
412.388 $+93.604 $
+29,4 %
318.784 $+164 $
+0,1 %
INSMED IncINSM478.610 $+478.610 $
AbbVie Inc.ABBV445.161 $-31.011 $
-6,5 %
476.172 $+186.048 $
+64,1 %
290.124 $-103.355 $
-26,3 %
Talen Energy CorpTLN424.529 $+424.529 $
Viking Holdings LtdVIK413.107 $+413.107 $
RTX CorpRTX379.878 $+379.878 $
ALAMO GROUP INCALG248.951 $-68.516 $
-21,6 %
317.467 $-45.699 $
-12,6 %
363.166 $+66.803 $
+22,5 %
CATERPILLAR INCCAT344.120 $+45.095 $
+15,1 %
299.025 $+299.025 $
INTUITIVE SURGICAL INCISRG218.049 $-119.952 $
-35,5 %
338.001 $-54.253 $
-13,8 %
GENERAL DYNAMICS CORPGD333.985 $+333.985 $
HEICO CORPHEI317.442 $+756 $
+0,2 %
316.686 $-5.082 $
-1,6 %
321.768 $+59.655 $
+22,8 %
STRYKER CORPSYK312.200 $+312.200 $
SAP SESAP274.974 $-26.172 $
-8,7 %
301.146 $+8.298 $
+2,8 %
292.848 $+31.924 $
+12,2 %
CITIGROUP INCC295.926 $+4.778 $
+1,6 %
291.148 $-4.648.407 $
-94,1 %
COMCAST CORPCMCSA286.047 $+286.047 $
CSX CORPCSX283.185 $+283.185 $
PEPSICO INCPEP275.271 $+275.271 $
RIO TINTO PLCRIO274.103 $+274.103 $
LINDE PLCLIN266.475 $+26.724 $
+11,1 %
239.751 $-11.229 $
-4,5 %
DELTA AIR LINES, INC.DAL257.019 $+257.019 $
AT&T INC.T252.474 $+252.474 $
JOHNSON & JOHNSONJNJ205.348 $-36.275 $
-15,0 %
241.623 $-6.833.443 $
-96,6 %
ENBRIDGE INCENB237.524 $+237.524 $
BOSTON SCIENTIFIC CORPBSX233.531 $-1.482 $
-0,6 %
235.013 $-142.883 $
-37,8 %
BP PLCBP224.321 $+224.321 $
ARES CAPITAL CORPARCC223.359 $+223.359 $
Palo Alto Networks IncPANW214.961 $+214.961 $
REALTY INCOME CORPO208.231 $+208.231 $
ANALOG DEVICES INCADI207.468 $+3.291 $
+1,6 %
204.177 $+204.177 $
CINTAS CORPCTAS201.474 $+201.474 $
LEGGETT & PLATT INCLEG193.853 $+193.853 $
MIZUHO FINANCIAL GROUP INCMFG83.931 $+7.109 $
+9,3 %
76.822 $+13.071 $
+20,5 %
63.751 $+573 $
+0,9 %
1.162.876.645 $+55.875.716 $
+30,5 %
1.111.380.423 $+135.273.725 $
+108,3 %
966.815.485 $+231.280.507 $
+201,4 %
Erweitert ×