Investments: Lloyd Advisory Services, 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 (%)
140.362.093 $+24.887.353 $
-19,4 %
114.902.686 $+11.010.136 $
+32,8 %
111.678.115 $+111.678.115 $
BANK OF AMERICA CORP /DE/BAC58.469.398 $+12.653.962 $
+27,6 %
45.815.436 $-235.253 $
-0,5 %
46.050.689 $+46.050.689 $
MORGAN STANLEYMS37.466.977 $+5.554.597 $
+17,4 %
31.912.380 $-1.258.991 $
-3,8 %
33.171.371 $+33.171.371 $
GOLDMAN SACHS GROUP INCGS9.026.404 $+4.242.130 $
+88,7 %
4.784.274 $+3.029.877 $
+172,7 %
1.754.397 $+1.754.397 $
HARBOUR INVESTMENTS, INC.8.261.849 $+913.547 $
+12,4 %
7.348.302 $+5.823.119 $
+381,8 %
1.525.183 $+1.525.183 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP8.073.114 $+1.757.319 $
+27,8 %
6.315.795 $+3.129.916 $
+98,2 %
3.185.879 $+3.185.879 $
COMMONWEALTH EQUITY SERVICES, LLC7.213.511 $+7.213.511 $
BlackRock, Inc.BLK5.033.374 $+1.496.338 $
+42,3 %
3.537.036 $-1.169.148 $
-24,8 %
4.706.184 $+4.706.184 $
NVIDIA CORPNVDA657.916 $-2.598.754 $
-79,8 %
3.256.670 $+469.025 $
+16,8 %
2.787.645 $+2.787.645 $
APPFOLIO INCAPPF637.085 $-1.960.241 $
-75,5 %
2.597.326 $+598.141 $
+29,9 %
1.999.185 $+1.999.185 $
JPMORGAN CHASE & COJPM157.362 $-226.073 $
-59,0 %
383.435 $-1.475.293 $
-79,4 %
1.858.728 $+1.858.728 $
WOLVERINE TRADING, LLC1.615.094 $+1.615.094 $
MICROSOFT CORPMSFT494.536 $-876.797 $
-63,9 %
1.371.333 $+142.214 $
+11,6 %
1.229.119 $+1.229.119 $
MCKESSON CORPMCK1.152.416 $+1.152.416 $
ALPHA PRO TECH LTDAPT346.230 $-323.093 $
-48,3 %
669.323 $+412.750 $
+160,9 %
256.573 $+256.573 $
AMAZON COM INCAMZN408.782 $-226.874 $
-35,7 %
635.656 $+131.057 $
+26,0 %
504.599 $+504.599 $
VERIZON COMMUNICATIONS INCVZ246.184 $-137.257 $
-35,8 %
383.441 $-182.449 $
-32,2 %
565.890 $+565.890 $
AT&T INC.T270.153 $-85.495 $
-24,0 %
355.648 $-135.099 $
-27,5 %
490.747 $+490.747 $
AbbVie Inc.ABBV259.153 $-133.549 $
-34,0 %
392.702 $+79.804 $
+25,5 %
312.898 $+312.898 $
ORACLE CORPORCL104.791 $-276.410 $
-72,5 %
381.201 $+381.201 $
SPS COMMERCE INCSPSC240.560 $-139.792 $
-36,8 %
380.352 $+113.016 $
+42,3 %
267.336 $+267.336 $
COCA COLA COKO364.864 $+126.598 $
+53,1 %
238.266 $+238.266 $
Duke Energy CORPDUK324.045 $-40.193 $
-11,0 %
364.238 $+73.026 $
+25,1 %
291.212 $+291.212 $
SOUTHERN COSO135.126 $-218.536 $
-61,8 %
353.662 $+50.170 $
+16,5 %
303.492 $+303.492 $
JOHNSON & JOHNSONJNJ199.413 $-148.213 $
-42,6 %
347.626 $+135.694 $
+64,0 %
211.932 $+211.932 $
FISERV INCFISV143.073 $-190.715 $
-57,1 %
333.788 $+333.788 $
ADVANCED MICRO DEVICES INCAMD64.676 $-245.476 $
-79,1 %
310.152 $+69.489 $
+28,9 %
240.663 $+240.663 $
EXXON MOBIL CORPXOM211.179 $-94.956 $
-31,0 %
306.135 $+18.549 $
+6,4 %
287.586 $+287.586 $
CGI INCGIB262.270 $+9.295 $
+3,7 %
252.975 $-44.268 $
-14,9 %
297.243 $+297.243 $
ENBRIDGE INCENB228.436 $-23.526 $
-9,3 %
251.962 $+25.430 $
+11,2 %
226.532 $+226.532 $
BARCLAYS PLCBCS248.861 $+248.861 $
Walmart Inc.WMT247.674 $+12.285 $
+5,2 %
235.389 $+23.305 $
+11,0 %
212.084 $+212.084 $
TotalEnergies SETTE246.633 $+6.679 $
+2,8 %
239.954 $+15.635 $
+7,0 %
224.319 $+224.319 $
CHEVRON CORPCVX193.280 $-49.189 $
-20,3 %
242.469 $+11.231 $
+4,9 %
231.238 $+231.238 $
NATIONAL GRID PLCNGG236.563 $+15.549 $
+7,0 %
221.014 $-18.258 $
-7,6 %
239.272 $+239.272 $
BERKSHIRE HATHAWAY INCBRK-B99.022 $-137.769 $
-58,2 %
236.791 $+11.394 $
+5,1 %
225.397 $+225.397 $
AMGEN INCAMGN182.110 $-46.599 $
-20,4 %
228.709 $-6.448 $
-2,7 %
235.157 $+235.157 $
PALATIN TECHNOLOGIES INCPTNT162.108 $-63.728 $
-28,2 %
225.836 $+225.836 $
PFIZER INCPFE214.169 $-8.166 $
-3,7 %
222.335 $+222.335 $
XCEL ENERGY INCXEL208.215 $+756 $
+0,4 %
207.459 $+207.459 $
SanofiSNY186.910 $+186.910 $
PEPSICO INCPEP167.965 $+167.965 $
FIRSTENERGY CORPFE160.813 $+160.813 $
REALTY INCOME CORPO154.866 $+154.866 $
PAYCHEX INCPAYX147.544 $+147.544 $
TC ENERGY CORPTRP145.984 $+145.984 $
PRINCIPAL SECURITIES, INC.140.883 $+140.883 $
Amcor plcAMCR136.896 $+1.226 $
+0,9 %
135.670 $+135.670 $
GSK plcGSK133.619 $+133.619 $
JANE STREET GROUP, LLC122.302 $+122.302 $
PPL CorpPPL113.504 $+113.504 $
3M COMMM105.916 $+105.916 $
EQUIFAX INCEFX95.091 $+95.091 $
UNILEVER PLCUL91.495 $+91.495 $
INCYTE CORPINCY73.880 $+73.880 $
DIAGEO PLCDEO68.770 $+68.770 $
AppLovin CorpAPP68.730 $+68.730 $
AMERICAN EXPRESS COAXP67.701 $+67.701 $
Zoetis Inc.ZTS64.892 $+64.892 $
PILGRIMS PRIDE CORPPPC64.691 $+64.691 $
Walt Disney CoDIS53.223 $+53.223 $
ANALOG DEVICES INCADI52.921 $+52.921 $
Bank of New York Mellon CorpBK52.589 $+52.589 $
LAM RESEARCH CORPLRCX49.813 $+49.813 $
ATMOS ENERGY CORPATO47.278 $+47.278 $
LINDE PLCLIN45.991 $+45.991 $
WEYERHAEUSER COWY43.028 $+43.028 $
Performance Food Group CoPFGC42.712 $+42.712 $
ELI LILLY & CoLLY41.913 $+41.913 $
STERIS plcSTE38.028 $+38.028 $
Accenture plcACN34.879 $+34.879 $
Vertiv Holdings CoVRT33.212 $+33.212 $
DELTA AIR LINES, INC.DAL31.022 $+31.022 $
Parker-Hannifin CorpPH30.764 $+30.764 $
Royalty Pharma plcRPRX29.814 $+29.814 $
KROGER COKR28.491 $+28.491 $
NETFLIX INCNFLX28.128 $+28.128 $
SHERWIN WILLIAMS COSHW26.853 $+26.853 $
CARNIVAL CORPCCL26.173 $+26.173 $
SYSCO CORPSYY24.760 $+24.760 $
ALLSTATE CORPALL22.897 $+22.897 $
JABIL INCJBL22.842 $+22.842 $
ASML HOLDING NVASML22.658 $+22.658 $
TELOS CORPTLS22.583 $+22.583 $
BOEING COBA21.712 $+21.712 $
HP INCHPQ21.222 $+21.222 $
GENUINE PARTS COGPC20.139 $+20.139 $
EPR PROPERTIESEPR19.311 $+19.311 $
BOSTON SCIENTIFIC CORPBSX19.070 $+19.070 $
ASTRAZENECA PLCAZN18.501 $+18.501 $
SYNOPSYS INCSNPS16.910 $+16.910 $
CENTERPOINT ENERGY INCCNP16.793 $+16.793 $
COMCAST CORPCMCSA16.698 $+16.698 $
HUBSPOT INCHUBS13.243 $+13.243 $
Solventum CorpSOLV13.075 $+13.075 $
BP PLCBP12.050 $+12.050 $
SAIA INCSAIA10.775 $+10.775 $
Kraft Heinz CoKHC10.666 $+10.666 $
FEDEX CORPFDX9.943 $+9.943 $
ISHARES GOLD TRUSTIAU8.766 $+8.766 $
FIRST TRUST ADVISORS LP8.035 $+8.035 $
FRANCO NEVADA CorpFNV6.774 $+6.774 $
AUTOLIV INCALV6.647 $+6.647 $
CUMMINS INCCMI4.018 $+4.018 $
MCDONALDS CORPMCD3.711 $+3.711 $
WEDBUSH SECURITIES INC3.429 $+3.429 $
Mastercard IncMA3.425 $+3.425 $
RESMED INCRMD3.372 $+3.372 $
SCHWAB CHARLES CORPSCHW1.998 $+1.998 $
PACCAR INCPCAR1.595 $+1.595 $
CRISPR Therapeutics AGCRSP1.468 $+1.468 $
UNITED THERAPEUTICS CorpUTHR1.462 $+1.462 $
CVS HEALTH CorpCVS1.152 $+1.152 $
WELLS FARGO & COMPANY/MNWFC979 $+979 $
FIFTH THIRD BANCORPFITB828 $+828 $
Archer-Daniels-Midland CoADM814 $+814 $
WATSCO INCWSO731 $+731 $
EMERSON ELECTRIC COEMR701 $+701 $
FORD MOTOR COF663 $+663 $
ALLIANT ENERGY CORPLNT576 $+576 $
CMS ENERGY CORPCMS539 $+539 $
EXELON CORPEXC537 $+537 $
FRANKLIN RESOURCES INCBEN470 $+470 $
LOCKHEED MARTIN CORPLMT453 $+453 $
DTE ENERGY CODTE426 $+426 $
CITIGROUP INCC232 $+232 $
METLIFE INCMET65 $+65 $
140.362.093 $+24.887.353 $
-19,4 %
114.902.686 $+11.010.136 $
+32,8 %
111.678.115 $+111.678.115 $
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