Investments: 180 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 (%)
796.474.545 $+52.161.115 $
+16,6 %
746.653.546 $+746.653.546 $
BANK OF AMERICA CORP /DE/BAC370.379.564 $+16.091.723 $
+4,5 %
354.287.841 $+354.287.841 $
MICROSOFT CORPMSFT52.242.115 $-3.973.433 $
-7,1 %
56.215.548 $+56.215.548 $
BlackRock, Inc.BLK41.894.313 $+5.392.478 $
+14,8 %
36.501.835 $+36.501.835 $
NVIDIA CORPNVDA35.912.506 $-229.741 $
-0,6 %
36.142.247 $+36.142.247 $
APPFOLIO INCAPPF27.159.500 $+862.464 $
+3,3 %
26.297.036 $+26.297.036 $
ALPHA PRO TECH LTDAPT23.962.581 $+6.155.656 $
+34,6 %
17.806.925 $+17.806.925 $
AMAZON COM INCAMZN22.117.659 $+1.296.078 $
+6,2 %
20.821.581 $+20.821.581 $
MANNKIND CORPMNKD16.777.214 $+1.353.037 $
+8,8 %
15.424.177 $+15.424.177 $
abrdn Gold ETF TrustSGOL12.406.429 $+1.446.820 $
+13,2 %
10.959.609 $+10.959.609 $
INTEL CORPINTC8.650.198 $+1.378.296 $
+19,0 %
7.271.902 $+7.271.902 $
TWILIO INCTWLO7.982.933 $+1.944.806 $
+32,2 %
6.038.127 $+6.038.127 $
Walmart Inc.WMT7.207.832 $+809.175 $
+12,6 %
6.398.657 $+6.398.657 $
JPMORGAN CHASE & COJPM5.937.749 $+194.093 $
+3,4 %
5.743.656 $+5.743.656 $
BERKSHIRE HATHAWAY INCBRK-B5.599.093 $+292.477 $
+5,5 %
5.306.616 $+5.306.616 $
AMGEN INCAMGN5.521.837 $+2.605.209 $
+89,3 %
2.916.628 $+2.916.628 $
LAM RESEARCH CORPLRCX4.874.415 $+1.620.388 $
+49,8 %
3.254.027 $+3.254.027 $
COMCAST CORPCMCSA2.151.578 $-2.594.775 $
-54,7 %
4.746.353 $+4.746.353 $
Eaton Corp plcETN3.567.117 $-824.669 $
-18,8 %
4.391.786 $+4.391.786 $
GOLDMAN SACHS GROUP INCGS4.356.793 $+547.337 $
+14,4 %
3.809.456 $+3.809.456 $
SCHWAB CHARLES CORPSCHW4.352.347 $+201.269 $
+4,8 %
4.151.078 $+4.151.078 $
EXXON MOBIL CORPXOM4.348.823 $+712.291 $
+19,6 %
3.636.532 $+3.636.532 $
EMERSON ELECTRIC COEMR3.820.923 $+91.560 $
+2,5 %
3.729.363 $+3.729.363 $
Medtronic plcMDT3.704.220 $+77.526 $
+2,1 %
3.626.694 $+3.626.694 $
BOEING COBA3.359.641 $-25.633 $
-0,8 %
3.385.274 $+3.385.274 $
STARBUCKS CORPSBUX3.024.717 $-251.637 $
-7,7 %
3.276.354 $+3.276.354 $
TARGET CORPTGT3.158.618 $+3.158.618 $
PEPSICO INCPEP3.073.902 $+128.966 $
+4,4 %
2.944.936 $+2.944.936 $
CHEVRON CORPCVX2.889.334 $-152.974 $
-5,0 %
3.042.308 $+3.042.308 $
ELI LILLY & CoLLY2.993.135 $+849.067 $
+39,6 %
2.144.068 $+2.144.068 $
Planet Labs PBCPL2.924.653 $+1.016.178 $
+53,2 %
1.908.475 $+1.908.475 $
FREEPORT-MCMORAN INCFCX2.431.945 $-320.711 $
-11,7 %
2.752.656 $+2.752.656 $
JOHNSON & JOHNSONJNJ2.682.230 $+172.405 $
+6,9 %
2.509.825 $+2.509.825 $
NETFLIX INCNFLX2.539.957 $-123.444 $
-4,6 %
2.663.401 $+2.663.401 $
RTX CorpRTX2.657.116 $+406.519 $
+18,1 %
2.250.597 $+2.250.597 $
INTUITIVE SURGICAL INCISRG2.415.520 $+561.886 $
+30,3 %
1.853.634 $+1.853.634 $
Rocket Lab CorpRKLB2.410.696 $+745.440 $
+44,8 %
1.665.256 $+1.665.256 $
ORACLE CORPORCL2.381.258 $+47.652 $
+2,0 %
2.333.606 $+2.333.606 $
CHIPOTLE MEXICAN GRILL INCCMG2.164.981 $+1.687.020 $
+353,0 %
477.961 $+477.961 $
GENTEX CORPGNTX1.877.505 $-284.813 $
-13,2 %
2.162.318 $+2.162.318 $
LOCKHEED MARTIN CORPLMT2.091.027 $+90.611 $
+4,5 %
2.000.416 $+2.000.416 $
BALL CorpBALL1.918.891 $-96.649 $
-4,8 %
2.015.540 $+2.015.540 $
GENERAL ELECTRIC COGE2.007.204 $+51.887 $
+2,7 %
1.955.317 $+1.955.317 $
ADVANCED MICRO DEVICES INCAMD1.722.870 $+634.832 $
+58,3 %
1.088.038 $+1.088.038 $
QuantumScape CorpQS1.710.558 $+29.026 $
+1,7 %
1.681.532 $+1.681.532 $
Valaris LtdVAL1.641.421 $+139.116 $
+9,3 %
1.502.305 $+1.502.305 $
VERIZON COMMUNICATIONS INCVZ1.427.118 $-198.294 $
-12,2 %
1.625.412 $+1.625.412 $
ALLSTATE CORPALL1.585.599 $-8.087 $
-0,5 %
1.593.686 $+1.593.686 $
BHP Group LtdBHP1.568.819 $+191.150 $
+13,9 %
1.377.669 $+1.377.669 $
AMERICAN EXPRESS COAXP1.568.521 $+248.378 $
+18,8 %
1.320.143 $+1.320.143 $
CATERPILLAR INCCAT1.556.050 $+462.310 $
+42,3 %
1.093.740 $+1.093.740 $
Edwards Lifesciences CorpEW1.504.798 $+110.771 $
+7,9 %
1.394.027 $+1.394.027 $
PALATIN TECHNOLOGIES INCPTNT1.467.504 $+60.863 $
+4,3 %
1.406.641 $+1.406.641 $
MICRON TECHNOLOGY INCMU1.457.150 $+590.696 $
+68,2 %
866.454 $+866.454 $
WEYERHAEUSER COWY1.416.316 $+572.225 $
+67,8 %
844.091 $+844.091 $
ASML HOLDING NVASML1.385.871 $+138.907 $
+11,1 %
1.246.964 $+1.246.964 $
AT&T INC.T1.355.691 $+92.837 $
+7,4 %
1.262.854 $+1.262.854 $
KROGER COKR1.194.099 $-115.071 $
-8,8 %
1.309.170 $+1.309.170 $
EAST WEST BANCORP INCEWBC1.279.408 $+83.054 $
+6,9 %
1.196.354 $+1.196.354 $
PROCTER & GAMBLE CoPG1.072.127 $-195.138 $
-15,4 %
1.267.265 $+1.267.265 $
Organon & Co.OGN1.202.825 $-31.473 $
-2,5 %
1.234.298 $+1.234.298 $
WELLTOWER INC.WELL724.493 $-494.514 $
-40,6 %
1.219.007 $+1.219.007 $
Accenture plcACN1.199.591 $+951.018 $
+382,6 %
248.573 $+248.573 $
MCKESSON CORPMCK1.191.203 $+874.328 $
+275,9 %
316.875 $+316.875 $
PFIZER INCPFE1.182.496 $+7.219 $
+0,6 %
1.175.277 $+1.175.277 $
Hewlett Packard Enterprise CoHPE1.124.619 $-49.939 $
-4,3 %
1.174.558 $+1.174.558 $
KAISER ALUMINUM CORPKALU1.165.747 $+377.372 $
+47,9 %
788.375 $+788.375 $
TE Connectivity plcTEL1.104.748 $+413.898 $
+59,9 %
690.850 $+690.850 $
GENERAL DYNAMICS CORPGD1.091.107 $+15.039 $
+1,4 %
1.076.068 $+1.076.068 $
GARMIN LTDGRMN217.550 $-809.548 $
-78,8 %
1.027.098 $+1.027.098 $
AGNICO EAGLE MINES LTDAEM982.087 $+638.393 $
+185,7 %
343.694 $+343.694 $
SPS COMMERCE INCSPSC981.264 $+130.269 $
+15,3 %
850.995 $+850.995 $
VOC Energy TrustVOC834.791 $-75.683 $
-8,3 %
910.474 $+910.474 $
KINROSS GOLD CORPKGC908.945 $+33.085 $
+3,8 %
875.860 $+875.860 $
FLOWSERVE CORPFLS900.622 $+176.377 $
+24,4 %
724.245 $+724.245 $
Fox CorpFOXA882.028 $+252.374 $
+40,1 %
629.654 $+629.654 $
Navitas Semiconductor CorpNVTS848.946 $+37.028 $
+4,6 %
811.918 $+811.918 $
RIO TINTO PLCRIO844.244 $+146.157 $
+20,9 %
698.087 $+698.087 $
SYNOPSYS INCSNPS838.919 $+572.488 $
+214,9 %
266.431 $+266.431 $
ATMOS ENERGY CORPATO823.399 $+148.766 $
+22,1 %
674.633 $+674.633 $
TC ENERGY CORPTRP817.779 $+22.414 $
+2,8 %
795.365 $+795.365 $
KLA CORPKLAC787.711 $+87.830 $
+12,5 %
699.881 $+699.881 $
ETSY INCETSY692.556 $-69.402 $
-9,1 %
761.958 $+761.958 $
AbbVie Inc.ABBV743.938 $+122.087 $
+19,6 %
621.851 $+621.851 $
WOODSIDE ENERGY GROUP LTDWDS722.890 $+132.632 $
+22,5 %
590.258 $+590.258 $
ASTRAZENECA PLCAZN718.529 $+152.796 $
+27,0 %
565.733 $+565.733 $
Mastercard IncMA653.208 $-45.429 $
-6,5 %
698.637 $+698.637 $
Elanco Animal Health IncELAN693.923 $+68.657 $
+11,0 %
625.266 $+625.266 $
ST JOE CoJOE693.476 $+167.201 $
+31,8 %
526.275 $+526.275 $
DELTA AIR LINES, INC.DAL302.723 $-389.173 $
-56,2 %
691.896 $+691.896 $
BARRICK MINING CORPB679.864 $+164.683 $
+32,0 %
515.181 $+515.181 $
SUNCOR ENERGY INCSU674.612 $+65.673 $
+10,8 %
608.939 $+608.939 $
CITIGROUP INCC670.334 $+75.891 $
+12,8 %
594.443 $+594.443 $
INCYTE CORPINCY666.205 $+164.468 $
+32,8 %
501.737 $+501.737 $
Shell plcSHEL653.918 $+11.710 $
+1,8 %
642.208 $+642.208 $
BOSTON SCIENTIFIC CORPBSX595.484 $+52.271 $
+9,6 %
543.213 $+543.213 $
LINCOLN NATIONAL CORPLNC587.504 $+52.516 $
+9,8 %
534.988 $+534.988 $
COCA COLA COKO581.879 $+82.675 $
+16,6 %
499.204 $+499.204 $
Parker-Hannifin CorpPH573.084 $+87.866 $
+18,1 %
485.218 $+485.218 $
CARMAX INCKMX556.074 $+556.074 $
MOSAIC COMOS321.099 $-206.605 $
-39,2 %
527.704 $+527.704 $
Synchrony FinancialSYF523.225 $+116.291 $
+28,6 %
406.934 $+406.934 $
Walt Disney CoDIS509.392 $-12.421 $
-2,4 %
521.813 $+521.813 $
MCDONALDS CORPMCD517.105 $+8.763 $
+1,7 %
508.342 $+508.342 $
TORONTO DOMINION BANKTD382.350 $-122.288 $
-24,2 %
504.638 $+504.638 $
TENET HEALTHCARE CORPTHC482.492 $-10.489 $
-2,1 %
492.981 $+492.981 $
TIDEWATER INCTDW473.885 $-3.685 $
-0,8 %
477.570 $+477.570 $
Booking Holdings Inc.BKNG458.938 $+458.938 $
FEDEX CORPFDX451.067 $+83.341 $
+22,7 %
367.726 $+367.726 $
CRISPR Therapeutics AGCRSP384.228 $-65.877 $
-14,6 %
450.105 $+450.105 $
CONSOLIDATED EDISON INCED424.062 $-11.282 $
-2,6 %
435.344 $+435.344 $
Zoetis Inc.ZTS315.440 $-111.781 $
-26,2 %
427.221 $+427.221 $
UNITEDHEALTH GROUP INCUNH420.760 $+3.824 $
+0,9 %
416.936 $+416.936 $
FORD MOTOR COF417.621 $+25.538 $
+6,5 %
392.083 $+392.083 $
METLIFE INCMET390.121 $-19.011 $
-4,6 %
409.132 $+409.132 $
DEERE & CODE297.094 $-105.834 $
-26,3 %
402.928 $+402.928 $
3M COMMM402.153 $+4.541 $
+1,1 %
397.612 $+397.612 $
LINDE PLCLIN314.317 $-83.784 $
-21,0 %
398.101 $+398.101 $
Allegion plcALLE390.567 $+390.567 $
MASIMO CORPMASI346.220 $-40.361 $
-10,4 %
386.581 $+386.581 $
NOKIA CORPNOK376.166 $+95.068 $
+33,8 %
281.098 $+281.098 $
TotalEnergies SETTE368.526 $+368.526 $
CSX CORPCSX213.773 $-150.814 $
-41,4 %
364.587 $+364.587 $
Sony Group CorpSONY297.344 $-66.706 $
-18,3 %
364.050 $+364.050 $
TIMBERLAND BANCORP INCTSBK358.000 $+25.200 $
+7,6 %
332.800 $+332.800 $
HUMANA INCHUM357.247 $+15.959 $
+4,7 %
341.288 $+341.288 $
REALTY INCOME CORPO330.897 $-24.802 $
-7,0 %
355.699 $+355.699 $
CONOCOPHILLIPSCOP354.788 $+13.017 $
+3,8 %
341.771 $+341.771 $
COPART INCCPRT347.339 $+347.339 $
Strategy IncMSTR329.350 $+329.350 $
DARDEN RESTAURANTS INCDRI314.243 $-10.321 $
-3,2 %
324.564 $+324.564 $
Palo Alto Networks IncPANW273.427 $-29.438 $
-9,7 %
302.865 $+302.865 $
BP PLCBP296.535 $-1.447 $
-0,5 %
297.982 $+297.982 $
NOVARTIS AGNVS297.434 $+9.873 $
+3,4 %
287.561 $+287.561 $
SAP SESAP297.038 $+19.674 $
+7,1 %
277.364 $+277.364 $
TANDEM DIABETES CARE INCTNDM295.477 $+169.270 $
+134,1 %
126.207 $+126.207 $
NATIONAL GRID PLCNGG286.561 $-7.085 $
-2,4 %
293.646 $+293.646 $
SanofiSNY250.484 $-41.637 $
-14,3 %
292.121 $+292.121 $
NUCOR CORPNUE282.909 $+49.771 $
+21,3 %
233.138 $+233.138 $
UNITED PARCEL SERVICE INCUPS232.907 $-49.966 $
-17,7 %
282.873 $+282.873 $
TEXTRON INCTXT271.360 $+271.360 $
CENTENE CORPCNC266.817 $+266.817 $
MORGAN STANLEYMS260.363 $+260.363 $
MAGNA INTERNATIONAL INCMGA257.662 $+257.662 $
RELX PLCRELX249.520 $+249.520 $
HALLIBURTON COHAL238.525 $+238.525 $
XCEL ENERGY INCXEL235.851 $+235.851 $
CARNIVAL CORPCCL235.000 $+7.758 $
+3,4 %
227.242 $+227.242 $
NEXTERA ENERGY INCNEE219.813 $+16.736 $
+8,2 %
203.077 $+203.077 $
MERCADOLIBRE INCMELI217.943 $+217.943 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP214.070 $+214.070 $
CVS HEALTH CorpCVS212.002 $+11.736 $
+5,9 %
200.266 $+200.266 $
Duke Energy CORPDUK210.871 $+210.871 $
Eaton Vance Municipal Income TrustEVN169.393 $-36.673 $
-17,8 %
206.066 $+206.066 $
TELEFONICA S ATEFOF85.670 $-52.801 $
-38,1 %
138.471 $+138.471 $
Beauty Health CoSKIN52.839 $-43.963 $
-45,4 %
96.802 $+96.802 $
MIZUHO FINANCIAL GROUP INCMFG75.077 $-7.882 $
-9,5 %
82.959 $+82.959 $
796.474.545 $+52.161.115 $
+16,6 %
746.653.546 $+746.653.546 $
Erweitert ×