Investments: Stratos Wealth Advisors, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.574.971.304 $+6.249.962 $
+2,3 %
1.572.772.227 $+1.572.772.227 $
BANK OF AMERICA CORP /DE/BAC1.050.343.403 $-6.223.153 $
-0,6 %
1.056.566.556 $+1.056.566.556 $
APPFOLIO INCAPPF72.095.459 $+12.410.250 $
+20,8 %
59.685.209 $+59.685.209 $
NVIDIA CORPNVDA61.933.452 $-212.375 $
-0,3 %
62.145.827 $+62.145.827 $
BlackRock, Inc.BLK39.085.438 $-7.635.787 $
-16,3 %
46.721.225 $+46.721.225 $
ALPHA PRO TECH LTDAPT45.300.892 $+11.023.397 $
+32,2 %
34.277.495 $+34.277.495 $
AMAZON COM INCAMZN35.374.186 $+5.103.307 $
+16,9 %
30.270.879 $+30.270.879 $
MICROSOFT CORPMSFT27.096.953 $-1.831.875 $
-6,3 %
28.928.828 $+28.928.828 $
MORGAN STANLEYMS27.557.658 $-128.537 $
-0,5 %
27.686.195 $+27.686.195 $
SPS COMMERCE INCSPSC16.231.440 $-4.372.102 $
-21,2 %
20.603.542 $+20.603.542 $
JPMORGAN CHASE & COJPM17.130.868 $+285.392 $
+1,7 %
16.845.476 $+16.845.476 $
BERKSHIRE HATHAWAY INCBRK-B15.234.483 $+140.748 $
+0,9 %
15.093.735 $+15.093.735 $
Palo Alto Networks IncPANW11.287.408 $-1.256.398 $
-10,0 %
12.543.806 $+12.543.806 $
PROCTER & GAMBLE CoPG10.263.458 $-842.325 $
-7,6 %
11.105.783 $+11.105.783 $
JOHNSON & JOHNSONJNJ8.174.460 $-337.695 $
-4,0 %
8.512.155 $+8.512.155 $
Accenture plcACN8.021.342 $+524.970 $
+7,0 %
7.496.372 $+7.496.372 $
NETFLIX INCNFLX5.046.721 $-536.763 $
-9,6 %
5.583.484 $+5.583.484 $
Walmart Inc.WMT5.365.125 $+357.702 $
+7,1 %
5.007.423 $+5.007.423 $
EXXON MOBIL CORPXOM5.272.389 $+359.845 $
+7,3 %
4.912.544 $+4.912.544 $
ELI LILLY & CoLLY4.070.405 $+1.210.839 $
+42,3 %
2.859.566 $+2.859.566 $
YUM BRANDS INCYUM2.451.135 $-1.526.387 $
-38,4 %
3.977.522 $+3.977.522 $
AbbVie Inc.ABBV3.634.114 $-39.570 $
-1,1 %
3.673.684 $+3.673.684 $
ISHARES GOLD TRUSTIAU2.825.528 $-707.892 $
-20,0 %
3.533.420 $+3.533.420 $
PAN AMERICAN SILVER CORPPAAS3.206.503 $-283.888 $
-8,1 %
3.490.391 $+3.490.391 $
DECKERS OUTDOOR CORPDECK3.475.433 $+1.280.266 $
+58,3 %
2.195.167 $+2.195.167 $
CATERPILLAR INCCAT3.262.353 $+496.715 $
+18,0 %
2.765.638 $+2.765.638 $
INTUITIVE SURGICAL INCISRG3.170.483 $+664.206 $
+26,5 %
2.506.277 $+2.506.277 $
Strategy IncMSTR1.576.623 $-1.509.161 $
-48,9 %
3.085.784 $+3.085.784 $
GOLDMAN SACHS GROUP INCGS3.073.478 $+98.602 $
+3,3 %
2.974.876 $+2.974.876 $
YELP INCYELP2.870.670 $+663.613 $
+30,1 %
2.207.057 $+2.207.057 $
PALATIN TECHNOLOGIES INCPTNT2.218.878 $-551.013 $
-19,9 %
2.769.891 $+2.769.891 $
Mastercard IncMA2.674.608 $-2.639 $
-0,1 %
2.677.247 $+2.677.247 $
GAP INCGAP2.612.821 $+418.580 $
+19,1 %
2.194.241 $+2.194.241 $
ORACLE CORPORCL1.627.784 $-876.784 $
-35,0 %
2.504.568 $+2.504.568 $
TIDEWATER INCTDW2.461.958 $+451.950 $
+22,5 %
2.010.008 $+2.010.008 $
MCDONALDS CORPMCD2.219.405 $-159.645 $
-6,7 %
2.379.050 $+2.379.050 $
CHEVRON CORPCVX2.033.140 $-47.577 $
-2,3 %
2.080.717 $+2.080.717 $
AMGEN INCAMGN1.986.175 $+215.706 $
+12,2 %
1.770.469 $+1.770.469 $
UNITEDHEALTH GROUP INCUNH1.799.796 $-141.584 $
-7,3 %
1.941.380 $+1.941.380 $
Invesco Municipal TrustVKQ1.877.351 $-37.298 $
-1,9 %
1.914.649 $+1.914.649 $
AMERICAN EXPRESS COAXP1.901.359 $+232.834 $
+14,0 %
1.668.525 $+1.668.525 $
BOEING COBA1.857.462 $+75.785 $
+4,3 %
1.781.677 $+1.781.677 $
EVERSOURCE ENERGYES1.712.847 $-94.121 $
-5,2 %
1.806.968 $+1.806.968 $
PFIZER INCPFE1.783.376 $+82.600 $
+4,9 %
1.700.776 $+1.700.776 $
COCA COLA COKO1.775.801 $+110.462 $
+6,6 %
1.665.339 $+1.665.339 $
SCHWAB CHARLES CORPSCHW1.622.741 $-145.799 $
-8,2 %
1.768.540 $+1.768.540 $
STRYKER CORPSYK1.522.468 $-241.768 $
-13,7 %
1.764.236 $+1.764.236 $
Walt Disney CoDIS1.628.951 $-111.670 $
-6,4 %
1.740.621 $+1.740.621 $
GENERAL ELECTRIC COGE1.714.278 $-19.913 $
-1,1 %
1.734.191 $+1.734.191 $
RTX CorpRTX1.732.853 $+108.176 $
+6,7 %
1.624.677 $+1.624.677 $
IREN LtdIREN1.638.349 $+390.011 $
+31,2 %
1.248.338 $+1.248.338 $
VERIZON COMMUNICATIONS INCVZ1.469.402 $-163.661 $
-10,0 %
1.633.063 $+1.633.063 $
SHERWIN WILLIAMS COSHW1.592.832 $+543.856 $
+51,8 %
1.048.976 $+1.048.976 $
BIOMARIN PHARMACEUTICAL INCBMRN1.235.906 $-219.373 $
-15,1 %
1.455.279 $+1.455.279 $
PEPSICO INCPEP1.333.227 $+35.064 $
+2,7 %
1.298.163 $+1.298.163 $
CELESTICA INCCLS1.265.211 $+75.196 $
+6,3 %
1.190.015 $+1.190.015 $
AT&T INC.T1.057.717 $-206.565 $
-16,3 %
1.264.282 $+1.264.282 $
MICRON TECHNOLOGY INCMU1.214.287 $+340.470 $
+39,0 %
873.817 $+873.817 $
ADVANCED MICRO DEVICES INCAMD1.208.719 $+273.411 $
+29,2 %
935.308 $+935.308 $
NOVARTIS AGNVS1.161.062 $+81.098 $
+7,5 %
1.079.964 $+1.079.964 $
NEXTERA ENERGY INCNEE1.118.957 $-37.597 $
-3,3 %
1.156.554 $+1.156.554 $
LINDE PLCLIN717.168 $-348.366 $
-32,7 %
1.065.534 $+1.065.534 $
Sea LtdSE714.137 $-286.394 $
-28,6 %
1.000.531 $+1.000.531 $
TRUIST FINANCIAL CORPTFC958.454 $+744.602 $
+348,2 %
213.852 $+213.852 $
BHP Group LtdBHP939.947 $+939.947 $
FREEPORT-MCMORAN INCFCX924.612 $+924.612 $
ANALOG DEVICES INCADI924.325 $+22.982 $
+2,5 %
901.343 $+901.343 $
RIO TINTO PLCRIO874.897 $+874.897 $
LAS VEGAS SANDS CORPLVS860.154 $+107.696 $
+14,3 %
752.458 $+752.458 $
Duke Energy CORPDUK832.172 $-7.328 $
-0,9 %
839.500 $+839.500 $
FEDEX CORPFDX307.182 $-530.476 $
-63,3 %
837.658 $+837.658 $
CSX CORPCSX713.956 $-120.425 $
-14,4 %
834.381 $+834.381 $
CITIGROUP INCC820.878 $+87.350 $
+11,9 %
733.528 $+733.528 $
Constellation Energy CorpCEG796.975 $-20.630 $
-2,5 %
817.605 $+817.605 $
INTEL CORPINTC815.425 $+97.078 $
+13,5 %
718.347 $+718.347 $
METLIFE INCMET777.430 $-35.841 $
-4,4 %
813.271 $+813.271 $
BOSTON SCIENTIFIC CORPBSX693.099 $-103.171 $
-13,0 %
796.270 $+796.270 $
NUCOR CORPNUE762.591 $+129.954 $
+20,5 %
632.637 $+632.637 $
NICOLET BANKSHARES INCNIC602.051 $-152.619 $
-20,2 %
754.670 $+754.670 $
TARGET CORPTGT604.240 $-126.795 $
-17,3 %
731.035 $+731.035 $
NASDAQ, INC.NDAQ703.503 $+107.374 $
+18,0 %
596.129 $+596.129 $
MERCADOLIBRE INCMELI646.336 $-35.770 $
-5,2 %
682.106 $+682.106 $
PAYCHEX INCPAYX552.130 $-89.072 $
-13,9 %
641.202 $+641.202 $
MPLX LPMPLX636.777 $+41.234 $
+6,9 %
595.543 $+595.543 $
ASML HOLDING NVASML634.427 $+44.860 $
+7,6 %
589.567 $+589.567 $
SYSCO CORPSYY562.382 $-65.755 $
-10,5 %
628.137 $+628.137 $
3M COMMM596.475 $+16.368 $
+2,8 %
580.107 $+580.107 $
DEERE & CODE587.128 $+21.385 $
+3,8 %
565.743 $+565.743 $
STARBUCKS CORPSBUX310.371 $-251.529 $
-44,8 %
561.900 $+561.900 $
LOCKHEED MARTIN CORPLMT476.680 $-70.190 $
-12,8 %
546.870 $+546.870 $
BARCLAYS PLCBCS535.541 $+8.641 $
+1,6 %
526.900 $+526.900 $
Aon plcAON524.903 $-5.464 $
-1,0 %
530.367 $+530.367 $
SOUTHERN COSO480.502 $-45.750 $
-8,7 %
526.252 $+526.252 $
Eaton Corp plcETN318.352 $-196.030 $
-38,1 %
514.382 $+514.382 $
Vertiv Holdings CoVRT498.337 $+56.897 $
+12,9 %
441.440 $+441.440 $
Medtronic plcMDT387.718 $-109.129 $
-22,0 %
496.847 $+496.847 $
AppLovin CorpAPP442.700 $-33.692 $
-7,1 %
476.392 $+476.392 $
BARRICK MINING CORPB475.372 $+32.468 $
+7,3 %
442.904 $+442.904 $
Phillips 66PSX408.192 $-62.576 $
-13,3 %
470.768 $+470.768 $
MCKESSON CORPMCK417.132 $-2.719 $
-0,6 %
419.851 $+419.851 $
FORD MOTOR COF366.073 $+29.024 $
+8,6 %
337.049 $+337.049 $
REALTY INCOME CORPO312.112 $-46.171 $
-12,9 %
358.283 $+358.283 $
CRISPR Therapeutics AGCRSP281.341 $-66.365 $
-19,1 %
347.706 $+347.706 $
BP PLCBP239.970 $-104.014 $
-30,2 %
343.984 $+343.984 $
WELLS FARGO & COMPANY/MNWFC313.699 $+313.699 $
Sony Group CorpSONY269.686 $-32.984 $
-10,9 %
302.670 $+302.670 $
CONOCOPHILLIPSCOP299.501 $-2.504 $
-0,8 %
302.005 $+302.005 $
FASTENAL COFAST240.871 $-54.153 $
-18,4 %
295.024 $+295.024 $
KROGER COKR272.889 $-20.929 $
-7,1 %
293.818 $+293.818 $
COLGATE PALMOLIVE COCL291.705 $+50.654 $
+21,0 %
241.051 $+241.051 $
COMCAST CORPCMCSA266.059 $-23.104 $
-8,0 %
289.163 $+289.163 $
GLADSTONE COMMERCIAL CORPGOOD200.481 $-85.364 $
-29,9 %
285.845 $+285.845 $
PACCAR INCPCAR274.104 $+28.009 $
+11,4 %
246.095 $+246.095 $
ATMOS ENERGY CORPATO243.184 $-28.664 $
-10,5 %
271.848 $+271.848 $
AFLAC INCAFL253.221 $-2.343 $
-0,9 %
255.564 $+255.564 $
GARTNER INCIT249.757 $-3.650 $
-1,4 %
253.407 $+253.407 $
Booking Holdings Inc.BKNG250.089 $-1.611 $
-0,6 %
251.700 $+251.700 $
EMERSON ELECTRIC COEMR225.616 $-23.001 $
-9,3 %
248.617 $+248.617 $
GLOBAL PARTNERS LPGLP212.000 $-28.374 $
-11,8 %
240.374 $+240.374 $
LAM RESEARCH CORPLRCX239.004 $+239.004 $
Kraft Heinz CoKHC208.767 $-18.295 $
-8,1 %
227.062 $+227.062 $
STATE STREET CORPSTT216.838 $+216.838 $
GENERAL DYNAMICS CORPGD214.271 $+214.271 $
HAWKINS INCHWKN212.321 $+212.321 $
Blue Bird CorpBLBD201.425 $+201.425 $
Inogen IncINGN120.655 $+120.655 $
QUICKLOGIC CorpQUIK109.592 $+38.538 $
+54,2 %
71.054 $+71.054 $
Lithium Argentina AGLAR76.100 $+30.549 $
+67,1 %
45.551 $+45.551 $
UR-ENERGY INCURG32.220 $+32.220 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.406 $+2.406 $
1.574.971.304 $+6.249.962 $
+2,3 %
1.572.772.227 $+1.572.772.227 $
Erweitert ×