Investments: Foster Victor 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.565.935.980 $+93.248.599 $
+16,9 %
1.472.679.571 $+117.771.101 $
+13,7 %
1.355.124.166 $+221.298.022 $
+73,0 %
BANK OF AMERICA CORP /DE/BAC725.193.079 $+3.074.523 $
+0,4 %
722.118.556 $+34.342.589 $
+5,0 %
687.775.967 $+105.981.509 $
+18,2 %
AMAZON COM INCAMZN43.534.426 $+3.027.148 $
+7,5 %
40.507.278 $+634.564 $
+1,6 %
39.872.714 $+8.064.536 $
+25,4 %
ALPHA PRO TECH LTDAPT37.952.808 $+7.196.457 $
+23,4 %
30.756.351 $+3.727.180 $
+13,8 %
27.029.171 $+4.671.574 $
+20,9 %
MICROSOFT CORPMSFT33.314.881 $-3.048.969 $
-8,4 %
36.363.850 $+1.467.645 $
+4,2 %
34.896.205 $+9.471.060 $
+37,3 %
LAM RESEARCH CORPLRCX33.540.073 $+6.083.107 $
+22,2 %
27.456.966 $+4.186.018 $
+18,0 %
23.270.948 $+5.755.210 $
+32,9 %
NASDAQ, INC.NDAQ30.562.090 $+5.928.162 $
+24,1 %
24.633.928 $-803.453 $
-3,2 %
25.437.381 $+5.422.194 $
+27,1 %
Mastercard IncMA28.929.828 $-1.215.245 $
-4,0 %
30.145.073 $+2.123.727 $
+7,6 %
28.021.346 $+3.224.453 $
+13,0 %
FREEPORT-MCMORAN INCFCX23.038.890 $+7.825.923 $
+51,4 %
15.212.967 $-1.331.723 $
-8,0 %
16.544.690 $+3.937.929 $
+31,2 %
STERIS plcSTE23.019.388 $+3.612.355 $
+18,6 %
19.407.033 $+1.972.453 $
+11,3 %
17.434.580 $+1.363.106 $
+8,5 %
HALLIBURTON COHAL20.616.352 $+1.264.575 $
+6,5 %
19.351.777 $+1.082.706 $
+5,9 %
18.269.071 $+3.044.781 $
+20,0 %
AMGEN INCAMGN20.221.676 $+2.449.395 $
+13,8 %
17.772.281 $+2.069.797 $
+13,2 %
15.702.484 $+1.924.536 $
+14,0 %
GARMIN LTDGRMN18.238.213 $-1.966.545 $
-9,7 %
20.204.758 $+3.490.015 $
+20,9 %
16.714.743 $+2.896.061 $
+21,0 %
EMERSON ELECTRIC COEMR19.959.046 $+2.817.255 $
+16,4 %
17.141.791 $-1.012.020 $
-5,6 %
18.153.811 $+5.595.817 $
+44,6 %
JOHNSON & JOHNSONJNJ19.642.203 $+2.531.453 $
+14,8 %
17.110.750 $+3.403.646 $
+24,8 %
13.707.104 $+876.253 $
+6,8 %
BOSTON SCIENTIFIC CORPBSX18.775.115 $-569.960 $
-2,9 %
19.345.075 $+401.979 $
+2,1 %
18.943.096 $+1.777.506 $
+10,4 %
PFIZER INCPFE17.851.141 $-1.451.768 $
-7,5 %
19.302.909 $+2.827.156 $
+17,2 %
16.475.753 $+3.363.176 $
+25,6 %
GSK plcGSK18.863.925 $+2.153.717 $
+12,9 %
16.710.208 $+2.511.592 $
+17,7 %
14.198.616 $+1.994.561 $
+16,3 %
AbbVie Inc.ABBV17.431.592 $-1.155.436 $
-6,2 %
18.587.028 $+4.051.623 $
+27,9 %
14.535.405 $+2.506.554 $
+20,8 %
CUMMINS INCCMI17.891.051 $+4.136.719 $
+30,1 %
13.754.332 $+3.105.502 $
+29,2 %
10.648.830 $+2.104.388 $
+24,6 %
Walmart Inc.WMT17.615.255 $+3.057.016 $
+21,0 %
14.558.239 $+1.590.974 $
+12,3 %
12.967.265 $+742.734 $
+6,1 %
COGNEX CORPCGNX14.628.308 $-2.681.438 $
-15,5 %
17.309.746 $+1.773.438 $
+11,4 %
15.536.308 $+4.977.181 $
+47,1 %
LOCKHEED MARTIN CORPLMT17.243.998 $+2.081.656 $
+13,7 %
15.162.342 $+2.541.461 $
+20,1 %
12.620.881 $+403.464 $
+3,3 %
APPFOLIO INCAPPF16.737.786 $-458.382 $
-2,7 %
17.196.168 $+3.575.276 $
+26,2 %
13.620.892 $+1.522.713 $
+12,6 %
CITIGROUP INCC16.876.415 $+3.380.085 $
+25,0 %
13.496.330 $+13.496.330 $
Booking Holdings Inc.BKNG16.387.571 $-121.343 $
-0,7 %
16.508.914 $-199.198 $
-1,2 %
16.708.112 $+2.927.727 $
+21,2 %
BERKSHIRE HATHAWAY INCBRK-B16.649.353 $+113.831 $
+0,7 %
16.535.522 $+1.948.626 $
+13,4 %
14.586.896 $-343.357 $
-2,3 %
PEPSICO INCPEP14.524.505 $+601.179 $
+4,3 %
13.923.326 $+1.327.061 $
+10,5 %
12.596.265 $+1.117.292 $
+9,7 %
CAMECO CORPCCJ14.344.244 $+2.787.703 $
+24,1 %
11.556.541 $+1.518.362 $
+15,1 %
10.038.179 $+2.345.761 $
+30,5 %
ENBRIDGE INCENB13.624.969 $+19.298 $
+0,1 %
13.605.671 $+2.182.831 $
+19,1 %
11.422.840 $+73.767 $
+0,6 %
NICOLET BANKSHARES INCNIC10.551.332 $-3.071.259 $
-22,5 %
13.622.591 $+3.518 $
+0,0 %
13.619.073 $+4.695.453 $
+52,6 %
HERSHEY COHSY13.530.972 $+839.974 $
+6,6 %
12.690.998 $+2.724.757 $
+27,3 %
9.966.241 $+752.291 $
+8,2 %
CHEVRON CORPCVX13.094.970 $+735.374 $
+5,9 %
12.359.596 $+1.048.915 $
+9,3 %
11.310.681 $+1.995.910 $
+21,4 %
METLIFE INCMET11.710.487 $-182.884 $
-1,5 %
11.893.371 $+1.098.906 $
+10,2 %
10.794.465 $+1.148.971 $
+11,9 %
ORACLE CORPORCL6.615.397 $-3.681.025 $
-35,8 %
10.296.422 $-536.941 $
-5,0 %
10.833.363 $+10.372.567 $
+2.251,0 %
BECTON DICKINSON & COBDX10.365.648 $+2.519.990 $
+32,1 %
7.845.658 $+953.071 $
+13,8 %
6.892.587 $+1.249.608 $
+22,1 %
VERIZON COMMUNICATIONS INCVZ9.328.305 $-243.669 $
-2,5 %
9.571.974 $+896.581 $
+10,3 %
8.675.393 $+884 $
+0,0 %
CHIPOTLE MEXICAN GRILL INCCMG9.465.845 $+720.006 $
+8,2 %
8.745.839 $+550.181 $
+6,7 %
8.195.658 $+1.293.747 $
+18,7 %
REGIONS FINANCIAL CORPRF9.451.531 $+979.622 $
+11,6 %
8.471.909 $+703.558 $
+9,1 %
7.768.351 $+2.001.262 $
+34,7 %
Magnolia Oil & Gas CorpMGY9.428.544 $+398.801 $
+4,4 %
9.029.743 $+542.106 $
+6,4 %
8.487.637 $+1.621.260 $
+23,6 %
BOEING COBA9.404.393 $+9.404.393 $
NEXTERA ENERGY INCNEE9.337.739 $+602.041 $
+6,9 %
8.735.698 $+1.467.674 $
+20,2 %
7.268.024 $+1.113.191 $
+18,1 %
Medtronic plcMDT9.327.025 $+9.327.025 $
PROCTER & GAMBLE CoPG9.277.573 $+244.576 $
+2,7 %
9.032.997 $+1.074.992 $
+13,5 %
7.958.005 $+134.049 $
+1,7 %
GENUINE PARTS COGPC8.419.842 $+74.226 $
+0,9 %
8.345.616 $+1.117.711 $
+15,5 %
7.227.905 $+808.390 $
+12,6 %
SOUTHERN COSO8.144.633 $-130.096 $
-1,6 %
8.274.729 $+591.356 $
+7,7 %
7.683.373 $+451.185 $
+6,2 %
REALTY INCOME CORPO8.223.003 $+542.126 $
+7,1 %
7.680.877 $+774.374 $
+11,2 %
6.906.503 $+457.515 $
+7,1 %
PPL CorpPPL8.222.810 $+427.802 $
+5,5 %
7.795.008 $+931.700 $
+13,6 %
6.863.308 $-127.509 $
-1,8 %
COCA COLA COKO7.713.915 $+392.827 $
+5,4 %
7.321.088 $+1.501.534 $
+25,8 %
5.819.554 $-346.362 $
-5,6 %
ROPER TECHNOLOGIES INCROP7.234.178 $+7.234.178 $
Royalty Pharma plcRPRX7.144.984 $+7.144.984 $
COMCAST CORPCMCSA5.040.671 $-1.440.097 $
-22,2 %
6.480.768 $-655.368 $
-9,2 %
7.136.136 $-1.666.873 $
-18,9 %
NVIDIA CORPNVDA6.891.935 $+880.623 $
+14,6 %
6.011.312 $+1.011.979 $
+20,2 %
4.999.333 $+1.221.509 $
+32,3 %
JPMORGAN CHASE & COJPM4.392.379 $+1.734.790 $
+65,3 %
2.657.589 $+307.089 $
+13,1 %
2.350.500 $+431.093 $
+22,5 %
BlackRock, Inc.BLK4.277.077 $+76.808 $
+1,8 %
4.200.269 $-161.804 $
-3,7 %
4.362.073 $+4.139.804 $
+1.862,5 %
ELI LILLY & CoLLY2.407.980 $+1.407.226 $
+140,6 %
1.000.754 $+477.800 $
+91,4 %
522.954 $+46.479 $
+9,8 %
HUBBELL INCHUBB1.722.111 $+268.571 $
+18,5 %
1.453.540 $-16.577 $
-1,1 %
1.470.117 $+201.138 $
+15,9 %
EXXON MOBIL CORPXOM1.672.327 $+199.792 $
+13,6 %
1.472.535 $+243.653 $
+19,8 %
1.228.882 $+129.753 $
+11,8 %
Duke Energy CORPDUK1.011.615 $-216.545 $
-17,6 %
1.228.160 $+241.943 $
+24,5 %
986.217 $-14.707 $
-1,5 %
ASML HOLDING NVASML1.039.832 $+259.474 $
+33,3 %
780.358 $+257.269 $
+49,2 %
523.089 $+85.687 $
+19,6 %
PALATIN TECHNOLOGIES INCPTNT928.826 $+395.770 $
+74,2 %
533.056 $+61.872 $
+13,1 %
471.184 $+205.800 $
+77,5 %
MORGAN STANLEYMS919.587 $+38.858 $
+4,4 %
880.729 $+78.705 $
+9,8 %
802.024 $+200.970 $
+33,4 %
GENERAL ELECTRIC COGE872.687 $+250.467 $
+40,3 %
622.220 $+46.998 $
+8,2 %
575.222 $+164.274 $
+40,0 %
WELLTOWER INC.WELL782.936 $+782.936 $
SHERWIN WILLIAMS COSHW718.880 $+21.850 $
+3,1 %
697.030 $-11.691 $
-1,6 %
708.721 $+34.494 $
+5,1 %
RTX CorpRTX716.261 $+132.530 $
+22,7 %
583.731 $+31.470 $
+5,7 %
552.261 $+47.716 $
+9,5 %
SPS COMMERCE INCSPSC615.505 $+130.545 $
+26,9 %
484.960 $+142.167 $
+41,5 %
342.793 $-23.363 $
-6,4 %
LINDE PLCLIN607.726 $+382.295 $
+169,6 %
225.431 $+225.431 $
ASTRAZENECA PLCAZN556.354 $+142.686 $
+34,5 %
413.668 $+142.427 $
+52,5 %
271.241 $+11.981 $
+4,6 %
CATERPILLAR INCCAT516.218 $-31.915 $
-5,8 %
548.133 $+198.236 $
+56,7 %
349.897 $+98.117 $
+39,0 %
Bloom Energy CorpBE531.921 $+531.921 $
SAP SESAP505.924 $+80.921 $
+19,0 %
425.003 $+16.687 $
+4,1 %
408.316 $+58.463 $
+16,7 %
MCDONALDS CORPMCD491.736 $+12.891 $
+2,7 %
478.845 $+17.485 $
+3,8 %
461.360 $-12.525 $
-2,6 %
INTEL CORPINTC417.229 $+90.224 $
+27,6 %
327.005 $+125.145 $
+62,0 %
201.860 $+201.860 $
Shell plcSHEL403.162 $+66.469 $
+19,7 %
336.693 $+336.693 $
HDFC BANK LTDHDB402.497 $+200.799 $
+99,6 %
201.698 $-25.914 $
-11,4 %
227.612 $+24.055 $
+11,8 %
EQUIFAX INCEFX320.353 $-24.949 $
-7,2 %
345.302 $-44.524 $
-11,4 %
389.826 $+68.496 $
+21,3 %
Lloyds Banking Group plcLYG384.921 $+132.283 $
+52,4 %
252.638 $+55.201 $
+28,0 %
197.437 $+22.992 $
+13,2 %
RIO TINTO PLCRIO374.311 $+113.309 $
+43,4 %
261.002 $+261.002 $
UNITEDHEALTH GROUP INCUNH257.203 $-116.348 $
-31,1 %
373.551 $+128.497 $
+52,4 %
245.054 $-239.318 $
-49,4 %
UNITED MICROELECTRONICS CORPUMC359.302 $+153.032 $
+74,2 %
206.270 $+24.719 $
+13,6 %
181.551 $+16.163 $
+9,8 %
FLUOR CORPFLR351.141 $+135.445 $
+62,8 %
215.696 $+215.696 $
UNITED PARCEL SERVICE INCUPS200.710 $-47.516 $
-19,1 %
248.226 $-91.311 $
-26,9 %
339.537 $-80.862 $
-19,2 %
ICON PLCICLR287.179 $+68.665 $
+31,4 %
218.514 $+218.514 $
Vertiv Holdings CoVRT287.104 $+27.184 $
+10,5 %
259.920 $+259.920 $
MICRON TECHNOLOGY INCMU270.249 $+270.249 $
AMERICAN EXPRESS COAXP267.569 $+15.841 $
+6,3 %
251.728 $+251.728 $
DIAGEO PLCDEO250.488 $+50.234 $
+25,1 %
200.254 $-45.480 $
-18,5 %
245.734 $-13.633 $
-5,3 %
MERCADOLIBRE INCMELI248.522 $+248.522 $
GENERAL DYNAMICS CORPGD237.695 $+16.404 $
+7,4 %
221.291 $+221.291 $
Walt Disney CoDIS207.886 $-22.599 $
-9,8 %
230.485 $+230.485 $
Huntsman CORPHUN194.550 $+54.872 $
+39,3 %
139.678 $+12.298 $
+9,7 %
127.380 $+127.380 $
1.565.935.980 $+93.248.599 $
+16,9 %
1.472.679.571 $+117.771.101 $
+13,7 %
1.355.124.166 $+221.298.022 $
+73,0 %
Erweitert ×