Investments: Walkner Condon Financial 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 (%)
512.828.190 $+67.469.517 $
+26,1 %
446.618.617 $+446.618.617 $
BANK OF AMERICA CORP /DE/BAC411.407.729 $+52.701.592 $
+14,7 %
358.706.137 $+358.706.137 $
BlackRock, Inc.BLK20.775.834 $+2.679.221 $
+14,8 %
18.096.613 $+18.096.613 $
APPFOLIO INCAPPF16.359.739 $+932.671 $
+6,0 %
15.427.068 $+15.427.068 $
MICROSOFT CORPMSFT9.913.615 $-245.988 $
-2,4 %
10.159.603 $+10.159.603 $
ALPHA PRO TECH LTDAPT8.695.878 $+2.719.575 $
+45,5 %
5.976.303 $+5.976.303 $
NVIDIA CORPNVDA4.752.530 $-354.903 $
-6,9 %
5.107.433 $+5.107.433 $
GOLDMAN SACHS GROUP INCGS3.916.064 $+3.467.719 $
+773,4 %
448.345 $+448.345 $
SPS COMMERCE INCSPSC3.509.721 $+363.812 $
+11,6 %
3.145.909 $+3.145.909 $
ISHARES GOLD TRUSTIAU3.101.749 $+279.365 $
+9,9 %
2.822.384 $+2.822.384 $
AMAZON COM INCAMZN2.856.746 $-170.402 $
-5,6 %
3.027.148 $+3.027.148 $
EXXON MOBIL CORPXOM2.088.741 $+214.464 $
+11,4 %
1.874.277 $+1.874.277 $
CITIGROUP INCC2.024.777 $+413.906 $
+25,7 %
1.610.871 $+1.610.871 $
JPMORGAN CHASE & COJPM1.618.806 $+112.965 $
+7,5 %
1.505.841 $+1.505.841 $
ELI LILLY & CoLLY1.559.390 $+537.168 $
+52,5 %
1.022.222 $+1.022.222 $
BERKSHIRE HATHAWAY INCBRK-B1.469.748 $+41.513 $
+2,9 %
1.428.235 $+1.428.235 $
EXACT SCIENCES CORPEXAS1.030.096 $+530.329 $
+106,1 %
499.767 $+499.767 $
NETFLIX INCNFLX860.742 $-140.389 $
-14,0 %
1.001.131 $+1.001.131 $
Cambridge Investment Research Advisors, Inc.980.374 $+980.374 $
JOHNSON & JOHNSONJNJ889.885 $+181.846 $
+25,7 %
708.039 $+708.039 $
PALATIN TECHNOLOGIES INCPTNT746.906 $-114.299 $
-13,3 %
861.205 $+861.205 $
MORGAN STANLEYMS763.435 $+122.626 $
+19,1 %
640.809 $+640.809 $
AbbVie Inc.ABBV735.592 $+20.050 $
+2,8 %
715.542 $+715.542 $
Walmart Inc.WMT687.572 $+78.842 $
+13,0 %
608.730 $+608.730 $
PROCTER & GAMBLE CoPG589.721 $-71.740 $
-10,8 %
661.461 $+661.461 $
Mastercard IncMA594.857 $+25.483 $
+4,5 %
569.374 $+569.374 $
MCDONALDS CORPMCD591.048 $+33.082 $
+5,9 %
557.966 $+557.966 $
AMERICAN EXPRESS COAXP557.492 $+99.796 $
+21,8 %
457.696 $+457.696 $
CATERPILLAR INCCAT497.957 $+101.357 $
+25,6 %
396.600 $+396.600 $
LOCKHEED MARTIN CORPLMT457.079 $+457.079 $
ORACLE CORPORCL306.983 $-137.657 $
-31,0 %
444.640 $+444.640 $
MCKESSON CORPMCK442.957 $+442.957 $
COCA COLA COKO440.475 $+77.112 $
+21,2 %
363.363 $+363.363 $
INTUITIVE SURGICAL INCISRG433.832 $+182.936 $
+72,9 %
250.896 $+250.896 $
VERIZON COMMUNICATIONS INCVZ411.752 $-18.758 $
-4,4 %
430.510 $+430.510 $
Strategy IncMSTR398.896 $+398.896 $
LAM RESEARCH CORPLRCX397.480 $+98.080 $
+32,8 %
299.400 $+299.400 $
SOUTHERN COSO356.072 $-29.957 $
-7,8 %
386.029 $+386.029 $
CHEVRON CORPCVX345.209 $-32.620 $
-8,6 %
377.829 $+377.829 $
UNITEDHEALTH GROUP INCUNH341.664 $-22.282 $
-6,1 %
363.946 $+363.946 $
Parker-Hannifin CorpPH215.345 $-140.227 $
-39,4 %
355.572 $+355.572 $
Walt Disney CoDIS344.458 $-5.878 $
-1,7 %
350.336 $+350.336 $
AT&T INC.T290.504 $-50.166 $
-14,7 %
340.670 $+340.670 $
RTX CorpRTX335.805 $+78.375 $
+30,4 %
257.430 $+257.430 $
PEPSICO INCPEP318.497 $+30.850 $
+10,7 %
287.647 $+287.647 $
AMGEN INCAMGN315.527 $+59.854 $
+23,4 %
255.673 $+255.673 $
GENERAL ELECTRIC COGE314.191 $+22.997 $
+7,9 %
291.194 $+291.194 $
Accenture plcACN303.179 $+52.140 $
+20,8 %
251.039 $+251.039 $
FIRST TRUST ADVISORS LP276.284 $+4.764 $
+1,8 %
271.520 $+271.520 $
KLA CORPKLAC274.608 $+49.181 $
+21,8 %
225.427 $+225.427 $
ADVANCED MICRO DEVICES INCAMD258.491 $+33.441 $
+14,9 %
225.050 $+225.050 $
TotalEnergies SETTE257.493 $+23.299 $
+9,9 %
234.194 $+234.194 $
NEXTERA ENERGY INCNEE249.737 $+26.290 $
+11,8 %
223.447 $+223.447 $
CUMMINS INCCMI244.506 $+36.700 $
+17,7 %
207.806 $+207.806 $
NOVARTIS AGNVS243.203 $+243.203 $
PFIZER INCPFE236.189 $+6.200 $
+2,7 %
229.989 $+229.989 $
LINDE PLCLIN227.529 $+227.529 $
AppLovin CorpAPP210.232 $-10.360 $
-4,7 %
220.592 $+220.592 $
FREEPORT-MCMORAN INCFCX219.514 $+219.514 $
MICRON TECHNOLOGY INCMU218.909 $+218.909 $
Eaton Corp plcETN208.457 $+208.457 $
AFLAC INCAFL205.548 $+205.548 $
ASML HOLDING NVASML201.134 $+201.134 $
MIZUHO FINANCIAL GROUP INCMFG171.998 $+21.436 $
+14,2 %
150.562 $+150.562 $
WIPRO LTDWIT37.653 $+10.450 $
+38,4 %
27.203 $+27.203 $
512.828.190 $+67.469.517 $
+26,1 %
446.618.617 $+446.618.617 $
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