Investments: Capital Advisors Wealth Management, 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 (%)
577.445.094 $+38.630.258 $
+13,8 %
539.254.063 $+539.254.063 $
BANK OF AMERICA CORP /DE/BAC450.769.955 $+31.214.154 $
+7,4 %
419.555.801 $+419.555.801 $
APPFOLIO INCAPPF16.298.150 $+1.090.461 $
+7,2 %
15.207.689 $+15.207.689 $
MICROSOFT CORPMSFT13.586.015 $-1.227.605 $
-8,3 %
14.813.620 $+14.813.620 $
ALPHA PRO TECH LTDAPT13.555.494 $+2.947.083 $
+27,8 %
10.608.411 $+10.608.411 $
AMAZON COM INCAMZN11.407.507 $+594.418 $
+5,5 %
10.813.089 $+10.813.089 $
BlackRock, Inc.BLK10.774.031 $+1.376.376 $
+14,6 %
9.397.655 $+9.397.655 $
BERKSHIRE HATHAWAY INCBRK-B8.158.010 $-474.036 $
-5,5 %
8.632.046 $+8.632.046 $
NVIDIA CORPNVDA6.998.606 $+17.321 $
+0,2 %
6.981.285 $+6.981.285 $
Constellation Energy CorpCEG3.881.521 $+404.450 $
+11,6 %
3.477.071 $+3.477.071 $
PALATIN TECHNOLOGIES INCPTNT3.820.914 $-51.498 $
-1,3 %
3.872.412 $+3.872.412 $
JPMORGAN CHASE & COJPM3.816.702 $+186.424 $
+5,1 %
3.630.278 $+3.630.278 $
AbbVie Inc.ABBV2.858.646 $+78.531 $
+2,8 %
2.780.115 $+2.780.115 $
NETFLIX INCNFLX1.914.017 $-589.328 $
-23,5 %
2.503.345 $+2.503.345 $
ISHARES GOLD TRUSTIAU2.325.683 $+430.461 $
+22,7 %
1.895.222 $+1.895.222 $
Palo Alto Networks IncPANW2.007.596 $-112.699 $
-5,3 %
2.120.295 $+2.120.295 $
CHEVRON CORPCVX1.505.658 $-53.660 $
-3,4 %
1.559.318 $+1.559.318 $
SPS COMMERCE INCSPSC1.181.796 $+222.382 $
+23,2 %
959.414 $+959.414 $
Phillips 66PSX1.112.537 $-35.982 $
-3,1 %
1.148.519 $+1.148.519 $
GOLDMAN SACHS GROUP INCGS1.146.642 $+904.223 $
+373,0 %
242.419 $+242.419 $
MCDONALDS CORPMCD1.074.785 $-19.240 $
-1,8 %
1.094.025 $+1.094.025 $
Walmart Inc.WMT1.001.909 $+159.394 $
+18,9 %
842.515 $+842.515 $
MICRON TECHNOLOGY INCMU993.199 $+530.008 $
+114,4 %
463.191 $+463.191 $
EXXON MOBIL CORPXOM988.997 $+71.979 $
+7,8 %
917.018 $+917.018 $
LOCKHEED MARTIN CORPLMT921.527 $-25.073 $
-2,6 %
946.600 $+946.600 $
Rocket Lab CorpRKLB939.388 $+300.748 $
+47,1 %
638.640 $+638.640 $
AT&T INC.T732.117 $-94.359 $
-11,4 %
826.476 $+826.476 $
CATERPILLAR INCCAT789.278 $+132.102 $
+20,1 %
657.176 $+657.176 $
PROCTER & GAMBLE CoPG738.377 $-47.679 $
-6,1 %
786.056 $+786.056 $
PEPSICO INCPEP765.592 $+12.509 $
+1,7 %
753.083 $+753.083 $
SOUTHERN COSO708.505 $-53.313 $
-7,0 %
761.818 $+761.818 $
STARBUCKS CORPSBUX674.839 $-45.378 $
-6,3 %
720.217 $+720.217 $
GENERAL ELECTRIC COGE691.011 $+56.662 $
+8,9 %
634.349 $+634.349 $
JOHNSON & JOHNSONJNJ613.325 $+50.947 $
+9,1 %
562.378 $+562.378 $
UNITEDHEALTH GROUP INCUNH602.560 $-3.119 $
-0,5 %
605.679 $+605.679 $
ELI LILLY & CoLLY571.356 $+194.827 $
+51,7 %
376.529 $+376.529 $
COCA COLA COKO519.860 $+10.973 $
+2,2 %
508.887 $+508.887 $
BOEING COBA513.055 $+19.452 $
+3,9 %
493.603 $+493.603 $
Eaton Corp plcETN421.707 $-55.088 $
-11,6 %
476.795 $+476.795 $
ASML HOLDING NVASML405.477 $+61.805 $
+18,0 %
343.672 $+343.672 $
WELLTOWER INC.WELL395.597 $+58.641 $
+17,4 %
336.956 $+336.956 $
Duke Energy CORPDUK362.959 $-16.665 $
-4,4 %
379.624 $+379.624 $
VERIZON COMMUNICATIONS INCVZ357.930 $-21.578 $
-5,7 %
379.508 $+379.508 $
ORACLE CORPORCL282.839 $-86.429 $
-23,4 %
369.268 $+369.268 $
AMERICAN EXPRESS COAXP364.839 $+38.122 $
+11,7 %
326.717 $+326.717 $
ADVANCED MICRO DEVICES INCAMD364.286 $+145.708 $
+66,7 %
218.578 $+218.578 $
Trane Technologies plcTT315.252 $-25.270 $
-7,4 %
340.522 $+340.522 $
KLA CORPKLAC319.877 $+37.460 $
+13,3 %
282.417 $+282.417 $
3M COMMM309.960 $+9.835 $
+3,3 %
300.125 $+300.125 $
INTEL CORPINTC304.407 $+32.491 $
+11,9 %
271.916 $+271.916 $
PACCAR INCPCAR289.959 $-9.422 $
-3,1 %
299.381 $+299.381 $
CINTAS CORPCTAS272.325 $-24.891 $
-8,4 %
297.216 $+297.216 $
AMGEN INCAMGN275.448 $+21.877 $
+8,6 %
253.571 $+253.571 $
PFIZER INCPFE269.739 $+5.229 $
+2,0 %
264.510 $+264.510 $
RTX CorpRTX252.659 $+13.055 $
+5,4 %
239.604 $+239.604 $
PAYCHEX INCPAYX212.295 $-27.214 $
-11,4 %
239.509 $+239.509 $
HF Sinclair CorpDINO223.518 $+223.518 $
Grayscale Bitcoin Mini Trust ETFBTC219.522 $+219.522 $
ETHAN ALLEN INTERIORS INCETD215.709 $+215.709 $
Walt Disney CoDIS209.357 $+6.214 $
+3,1 %
203.143 $+203.143 $
YUM BRANDS INCYUM204.980 $-580 $
-0,3 %
205.560 $+205.560 $
B2GOLD CORPBTG54.120 $+54.120 $
Sabre CorpSABR20.400 $+20.400 $
577.445.094 $+38.630.258 $
+13,8 %
539.254.063 $+539.254.063 $
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