Investments: Financial & Tax Architects, 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 (%)
376.117.068 $-20.406.989 $
+38,9 %
405.398.876 $+405.398.876 $
BANK OF AMERICA CORP /DE/BAC199.341.932 $-22.550.444 $
-10,2 %
221.892.376 $+221.892.376 $
BlackRock, Inc.BLK28.977.754 $+743.645 $
+2,6 %
28.234.109 $+28.234.109 $
AbbVie Inc.ABBV8.127.433 $-889.185 $
-9,9 %
9.016.618 $+9.016.618 $
Walmart Inc.WMT8.807.010 $+33.520 $
+0,4 %
8.773.490 $+8.773.490 $
CATERPILLAR INCCAT7.698.492 $-1.019.405 $
-11,7 %
8.717.897 $+8.717.897 $
JOHNSON & JOHNSONJNJ8.243.799 $-101.669 $
-1,2 %
8.345.468 $+8.345.468 $
GENERAL DYNAMICS CORPGD7.615.616 $-534.297 $
-6,6 %
8.149.913 $+8.149.913 $
Medtronic plcMDT7.520.264 $-310.112 $
-4,0 %
7.830.376 $+7.830.376 $
CHEVRON CORPCVX7.329.291 $-367.476 $
-4,8 %
7.696.767 $+7.696.767 $
NEXTERA ENERGY INCNEE7.571.464 $-90.416 $
-1,2 %
7.661.880 $+7.661.880 $
EXXON MOBIL CORPXOM7.633.504 $+223.658 $
+3,0 %
7.409.846 $+7.409.846 $
MCDONALDS CORPMCD7.328.684 $-106.827 $
-1,4 %
7.435.511 $+7.435.511 $
COCA COLA COKO7.361.396 $+165.985 $
+2,3 %
7.195.411 $+7.195.411 $
PEPSICO INCPEP7.057.472 $-74.558 $
-1,0 %
7.132.030 $+7.132.030 $
SHERWIN WILLIAMS COSHW6.595.281 $-523.505 $
-7,4 %
7.118.786 $+7.118.786 $
CINTAS CORPCTAS7.072.919 $+7.072.919 $
PROCTER & GAMBLE CoPG6.755.863 $-240.248 $
-3,4 %
6.996.111 $+6.996.111 $
NVIDIA CORPNVDA6.515.037 $-194.600 $
-2,9 %
6.709.637 $+6.709.637 $
APPFOLIO INCAPPF4.644.255 $+362.420 $
+8,5 %
4.281.835 $+4.281.835 $
MICROSOFT CORPMSFT3.928.520 $-155.587 $
-3,8 %
4.084.107 $+4.084.107 $
ISHARES GOLD TRUSTIAU4.057.932 $+352.556 $
+9,5 %
3.705.376 $+3.705.376 $
SPS COMMERCE INCSPSC3.714.217 $+3.483.517 $
+1.510,0 %
230.700 $+230.700 $
ALPHA PRO TECH LTDAPT2.546.145 $+54.353 $
+2,2 %
2.491.792 $+2.491.792 $
AMAZON COM INCAMZN2.464.004 $+302.996 $
+14,0 %
2.161.008 $+2.161.008 $
ASML HOLDING NVASML2.368.670 $-38.970 $
-1,6 %
2.407.640 $+2.407.640 $
NETFLIX INCNFLX1.914.204 $+10.319 $
+0,5 %
1.903.885 $+1.903.885 $
abrdn Gold ETF TrustSGOL1.617.895 $-166.691 $
-9,3 %
1.784.586 $+1.784.586 $
NOVARTIS AGNVS910.196 $+18.307 $
+2,1 %
891.889 $+891.889 $
TORONTO DOMINION BANKTD875.401 $+875.401 $
Sony Group CorpSONY730.803 $-138.799 $
-16,0 %
869.602 $+869.602 $
ENBRIDGE INCENB795.461 $-61.047 $
-7,1 %
856.508 $+856.508 $
TE Connectivity plcTEL811.301 $-22.254 $
-2,7 %
833.555 $+833.555 $
Allegion plcALLE722.381 $-104.779 $
-12,7 %
827.160 $+827.160 $
LINDE PLCLIN818.973 $+818.973 $
IMPERIAL OIL LTDIMO726.126 $-60.590 $
-7,7 %
786.716 $+786.716 $
SUN LIFE FINANCIAL INCSLF766.272 $+30.664 $
+4,2 %
735.608 $+735.608 $
SAP SESAP763.992 $+763.992 $
EMERSON ELECTRIC COEMR468.855 $+6.139 $
+1,3 %
462.716 $+462.716 $
Mastercard IncMA385.931 $+29.840 $
+8,4 %
356.091 $+356.091 $
UNITEDHEALTH GROUP INCUNH286.535 $-13.185 $
-4,4 %
299.720 $+299.720 $
ADVANCED MICRO DEVICES INCAMD251.210 $+251.210 $
Shell plcSHEL243.807 $+6.470 $
+2,7 %
237.337 $+237.337 $
JPMORGAN CHASE & COJPM218.935 $+218.935 $
CVS HEALTH CorpCVS204.550 $+204.550 $
STIFEL FINANCIAL CORPSF202.105 $+202.105 $
376.117.068 $-20.406.989 $
+38,9 %
405.398.876 $+405.398.876 $
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