Investments: Wealth Advisory Solutions, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Wealth Advisory Solutions, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
372.951.713 $+20.220.293 $
+309,9 %
365.832.129 $-31.187.165 $
+197,1 %
350.899.718 $-1.541.610 $
+98,5 %
336.658.992 $+66.320.418 $
+363,1 %
ISHARES TR51.629.429 $+50.932.742 $
+7.310,7 %
59.602.271 $+59.010.447 $
+9.970,9 %
59.228.236 $+58.293.021 $
+6.233,1 %
57.005.710 $+56.571.044 $
+13.014,8 %
SPDR SER TR45.683.037 $+45.362.795 $
+14.165,2 %
45.070.135 $+43.665.122 $
+3.107,8 %
43.819.502 $+28.985.866 $
+195,4 %
38.390.600 $+38.111.029 $
+13.632,0 %
iSHARES TRUST34.581.767 $+4.879.239 $
+16,4 %
29.702.528 $+350.817 $
+1,2 %
29.351.711 $+1.586.419 $
+5,7 %
27.765.292 $-10.723.842 $
-27,9 %
INVESCO EXCHANGE TRADED FD T28.004.437 $+26.687.522 $
+2.026,5 %
23.191.480 $+22.165.009 $
+2.159,3 %
14.833.636 $+13.836.138 $
+1.387,1 %
14.217.908 $+9.883.466 $
+228,0 %
ELI LILLY & CoLLY15.073.191 $-8.531.081 $
-36,1 %
23.604.272 $+6.714.504 $
+39,8 %
16.889.768 $+1.910.320 $
+12,8 %
14.979.448 $-854.073 $
-5,4 %
Apple Inc.AAPL13.330.056 $-1.218.818 $
-8,4 %
14.548.874 $+816.158 $
+5,9 %
13.732.716 $+2.606.340 $
+23,4 %
11.126.376 $-911.743 $
-7,6 %
AMAZON COM INCAMZN14.197.569 $+675.429 $
+5,0 %
13.522.140 $+594.286 $
+4,6 %
12.927.854 $+13.231 $
+0,1 %
12.914.623 $+1.837.295 $
+16,6 %
SELECT SECTOR SPDR TR11.913.722 $+10.445.777 $
+711,6 %
4.753.160 $-40.316.975 $
-89,5 %
4.678.396 $-54.549.840 $
-92,1 %
4.334.442 $-34.056.158 $
-88,7 %
JPMORGAN CHASE & COJPM10.108.808 $-1.345.189 $
-11,7 %
11.453.997 $+172.286 $
+1,5 %
11.281.711 $+684.303 $
+6,5 %
10.597.408 $+1.552.674 $
+17,2 %
PEPSICO INCPEP11.450.153 $+1.008.642 $
+9,7 %
10.441.511 $+149.787 $
+1,5 %
10.291.724 $+565.658 $
+5,8 %
9.726.066 $+4.227.229 $
+76,9 %
World Gold TrustGLDM11.121.263 $-197.875 $
-1,7 %
11.319.138 $+937.113 $
+9,0 %
10.382.025 $+1.805.038 $
+21,0 %
8.576.987 $+341.713 $
+4,1 %
BlackRock Finance, Inc.9.635.559 $+9.635.559 $
Air Products & Chemicals, Inc.APD5.541.968 $-1.020.859 $
-15,6 %
6.562.827 $-713.888 $
-9,8 %
7.276.715 $-239.902 $
-3,2 %
7.516.617 $-350.079 $
-4,5 %
INVESCO QQQ TRUST, SERIES 1QQQ6.905.399 $-543.128 $
-7,3 %
7.448.527 $+160.017 $
+2,2 %
7.288.510 $+657.229 $
+9,9 %
6.631.281 $+862.613 $
+15,0 %
Uber Technologies, IncUBER5.481.282 $+839.255 $
+18,1 %
4.642.027 $-2.604.030 $
-35,9 %
7.246.057 $+2.794.714 $
+62,8 %
4.451.343 $+1.048.635 $
+30,8 %
MICROSOFT CORPMSFT7.226.397 $+1.659.052 $
+29,8 %
5.567.345 $-477.131 $
-7,9 %
6.044.476 $+321.774 $
+5,6 %
5.722.702 $+1.296.854 $
+29,3 %
Chubb LtdCB5.885.318 $+282.140 $
+5,0 %
5.603.178 $+511.106 $
+10,0 %
5.092.072 $-134.767 $
-2,6 %
5.226.839 $-221.363 $
-4,1 %
COHEN & STEERS QUALITY INCOME REALTY FUND INCRQI3.356.359 $+163.555 $
+5,1 %
3.192.804 $-2.426.540 $
-43,2 %
5.619.344 $+1.217.472 $
+27,7 %
4.401.872 $+105.222 $
+2,4 %
HOME DEPOT, INC.HD4.886.319 $+297.401 $
+6,5 %
4.588.918 $-823.610 $
-15,2 %
5.412.528 $+527.783 $
+10,8 %
4.884.745 $+1.999 $
+0,0 %
T-Mobile US, Inc.TMUS5.323.840 $+307.737 $
+6,1 %
5.016.103 $+5.016.103 $
FAIR ISAAC CORPFICO3.787.632 $-1.340.018 $
-26,1 %
5.127.650 $+3.017.543 $
+143,0 %
2.110.107 $+2.110.107 $
UNION PACIFIC CORPUNP5.007.921 $-118.723 $
-2,3 %
Snowflake Inc.SNOW3.269.289 $-1.584.347 $
-32,6 %
4.853.636 $+23.311 $
+0,5 %
4.830.325 $+1.671.645 $
+52,9 %
lululemon athletica inc.LULU1.642.661 $-3.048.371 $
-65,0 %
4.691.032 $+975.002 $
+26,2 %
VALERO ENERGY CORP/TXVLO4.114.870 $-320.669 $
-7,2 %
4.435.539 $-203.535 $
-4,4 %
4.639.074 $+976.532 $
+26,7 %
3.662.542 $-28.286 $
-0,8 %
ASML HOLDING NVASML1.993.132 $-2.623.314 $
-56,8 %
4.616.446 $+250.360 $
+5,7 %
4.366.086 $+593.142 $
+15,7 %
3.772.944 $+653.282 $
+20,9 %
SPDR GOLD TRUSTGLD3.781.876 $-291.911 $
-7,2 %
4.073.787 $-452.816 $
-10,0 %
4.526.603 $+927.053 $
+25,8 %
3.599.550 $-579.890 $
-13,9 %
Marvell Technology, Inc.MRVL3.881.571 $-587.102 $
-13,1 %
4.468.673 $+47.852 $
+1,1 %
4.420.821 $+350.742 $
+8,6 %
4.070.079 $+4.070.079 $
Cheniere Energy, Inc.LNG4.371.039 $+1.157.578 $
+36,0 %
3.213.461 $-527.891 $
-14,1 %
3.741.352 $-139.870 $
-3,6 %
3.881.222 $+193.169 $
+5,2 %
Accenture plcACN799.266 $-810.046 $
-50,3 %
1.609.312 $-2.652.262 $
-62,2 %
4.261.574 $-104.802 $
-2,4 %
Kayne Anderson Energy Infrastructure Fund, Inc.KYN396.884 $-3.246.364 $
-89,1 %
3.643.248 $+2.943 $
+0,1 %
3.640.305 $+789.117 $
+27,7 %
2.851.188 $+860.601 $
+43,2 %
Alphabet Inc.GOOGL3.254.908 $-331.628 $
-9,2 %
3.586.536 $+617.645 $
+20,8 %
2.968.891 $+814.604 $
+37,8 %
2.154.287 $-2.075.395 $
-49,1 %
CAPITAL ONE FINANCIAL CORPCOF3.399.036 $+3.399.036 $
NETFLIX INCNFLX3.378.711 $+3.378.711 $
Ingersoll Rand Inc.IR3.317.449 $+3.317.449 $
NOVO NORDISK A SNVO1.585.738 $-1.373.633 $
-46,4 %
2.959.371 $+5.602 $
+0,2 %
Zoetis Inc.ZTS579.024 $-173.207 $
-23,0 %
752.231 $-2.146.412 $
-74,0 %
2.898.643 $-248.477 $
-7,9 %
GENERAC HOLDINGS INC.GNRC1.295.843 $-1.450.925 $
-52,8 %
2.746.768 $+229.726 $
+9,1 %
ADOBE INC.ADBE1.502.857 $-93.337 $
-5,8 %
1.596.194 $-1.031.108 $
-39,2 %
2.627.302 $-516.493 $
-16,4 %
RBB FUND, INC.2.270.824 $+420.625 $
+22,7 %
1.850.199 $+1.080.249 $
+140,3 %
769.950 $-141.859 $
-15,6 %
911.809 $+470.771 $
+106,7 %
Nuveen Preferred & Income Opportunities FundJPC1.654.796 $-567.539 $
-25,5 %
2.222.335 $-27.597 $
-1,2 %
2.249.932 $+47.383 $
+2,2 %
2.202.549 $+259.648 $
+13,4 %
EOG RESOURCES INCEOG1.881.884 $-192.897 $
-9,3 %
2.074.781 $-124.249 $
-5,7 %
2.199.030 $+2.199.030 $
GOLDMAN SACHS GROUP INCGS1.695.364 $-445.001 $
-20,8 %
2.140.365 $+201.253 $
+10,4 %
1.939.112 $+215.741 $
+12,5 %
1.723.371 $+393.155 $
+29,6 %
BERKSHIRE HATHAWAY INCBRK-B1.756.801 $-245.254 $
-12,3 %
2.002.055 $-18.457 $
-0,9 %
2.020.512 $+84.719 $
+4,4 %
1.935.793 $-217.961 $
-10,1 %
CHEVRON CORPCVX1.917.963 $+443.091 $
+30,0 %
1.474.872 $-36.255 $
-2,4 %
1.511.127 $+120.179 $
+8,6 %
1.390.948 $-265.558 $
-16,0 %
LAMAR ADVERTISING CO/NEWLAMR1.770.327 $+77.699 $
+4,6 %
1.692.628 $+55.995 $
+3,4 %
1.636.633 $+15.870 $
+1,0 %
1.620.763 $+101.345 $
+6,7 %
NVIDIA CORPNVDA1.366.257 $-318.779 $
-18,9 %
1.685.036 $-14.335 $
-0,8 %
1.699.371 $+283.623 $
+20,0 %
1.415.748 $+1.096.569 $
+343,6 %
Invesco Ltd.IVZ276.694 $-1.347.898 $
-83,0 %
1.624.592 $-2.178 $
-0,1 %
1.626.770 $-44.420 $
-2,7 %
1.671.190 $+222.146 $
+15,3 %
iShares, Inc.1.480.550 $+1.480.550 $
VANGUARD TAX-MANAGED INTL FD1.467.945 $-44.215.092 $
-96,8 %
1.405.013 $+1.128.485 $
+408,1 %
1.411.595 $+884.964 $
+168,0 %
1.276.967 $+479.970 $
+60,2 %
NIKE, Inc.NKE302.177 $-1.141.025 $
-79,1 %
1.443.202 $+1.443.202 $
JOHNSON & JOHNSONJNJ1.392.836 $+187.131 $
+15,5 %
1.205.705 $+75.557 $
+6,7 %
1.130.148 $+192.405 $
+20,5 %
937.743 $-63.610 $
-6,4 %
INNOVATOR ETFS TRUST1.316.915 $+1.040.425 $
+376,3 %
1.331.017 $-21.860.463 $
-94,3 %
997.498 $-3.680.898 $
-78,7 %
895.192 $+507.921 $
+131,2 %
Invesco Exchange-Traded Self-Indexed Fund Trust1.318.297 $+40.587 $
+3,2 %
1.277.710 $+189.381 $
+17,4 %
Celsius Holdings, Inc.CELH1.308.484 $+1.308.484 $
iShares S&P GSCI Commodity-Indexed TrustGSG1.134.555 $+411.670 $
+56,9 %
722.885 $+33.509 $
+4,9 %
689.376 $+28.837 $
+4,4 %
660.539 $-13.590 $
-2,0 %
INVESCO EXCH TRADED FD TR II1.120.227 $-26.884.210 $
-96,0 %
1.026.471 $-3.726.689 $
-78,4 %
935.215 $+719.306 $
+333,2 %
796.997 $+155.718 $
+24,3 %
AMERICAN EXPRESS COAXP924.984 $+641.232 $
+226,0 %
283.752 $+28.985 $
+11,4 %
254.767 $+10.109 $
+4,1 %
244.658 $-29.504 $
-10,8 %
Phillips 66PSX815.984 $+238.014 $
+41,2 %
577.970 $-247.535 $
-30,0 %
825.505 $+96.701 $
+13,3 %
728.804 $-21.831 $
-2,9 %
Walt Disney CoDIS457.998 $-84.116 $
-15,5 %
542.114 $-133.093 $
-19,7 %
675.207 $-60.668 $
-8,2 %
735.875 $+91.759 $
+14,2 %
PFIZER INCPFE708.486 $+113.512 $
+19,1 %
594.974 $-117.894 $
-16,5 %
712.868 $+46.085 $
+6,9 %
666.783 $-26.990 $
-3,9 %
GLOBAL X FDS703.364 $-627.653 $
-47,2 %
591.824 $-43.227.678 $
-98,6 %
526.631 $+172.028 $
+48,5 %
434.666 $-460.526 $
-51,4 %
INVESCO EXCH TRD SLF IDX FD696.687 $-423.540 $
-37,8 %
BRISTOL MYERS SQUIBB COBMY664.299 $+241.248 $
+57,0 %
423.051 $+91.656 $
+27,7 %
331.395 $+15.558 $
+4,9 %
315.837 $-94.199 $
-23,0 %
SPDR SERIES TRUST518.228 $+3.695 $
+0,7 %
514.533 $+38.498 $
+8,1 %
476.035 $+3.595 $
+0,8 %
472.440 $+42.828 $
+10,0 %
UNITED PARCEL SERVICE INCUPS344.428 $-26.454 $
-7,1 %
370.882 $-60.392 $
-14,0 %
431.274 $-77.979 $
-15,3 %
509.253 $-45.108 $
-8,1 %
EXXON MOBIL CORPXOM506.605 $+144.863 $
+40,0 %
361.742 $+17.178 $
+5,0 %
344.564 $+15.127 $
+4,6 %
329.437 $-52.804 $
-13,8 %
Merck & Co., Inc.MRK504.617 $+45.262 $
+9,9 %
459.355 $+459.355 $
LOWES COMPANIES INCLOW430.030 $-8.881 $
-2,0 %
438.911 $-18.473 $
-4,0 %
457.384 $+58.018 $
+14,5 %
399.366 $-78.289 $
-16,4 %
Tesla, Inc.TSLA305.579 $-145.940 $
-32,3 %
451.519 $+76.175 $
+20,3 %
375.344 $+122.804 $
+48,6 %
252.540 $+252.540 $
MCDONALDS CORPMCD279.089 $-17.983 $
-6,1 %
297.072 $-24.140 $
-7,5 %
321.212 $-101.558 $
-24,0 %
422.770 $+87.909 $
+26,3 %
SELECT SECTOR SPDR TRUST372.955 $-18.897 $
-4,8 %
391.852 $-28.746 $
-6,8 %
420.598 $+32.313 $
+8,3 %
388.285 $+1.661 $
+0,4 %
PROCTER & GAMBLE CoPG419.330 $+200.511 $
+91,6 %
ABBOTT LABORATORIESABT396.799 $+55.956 $
+16,4 %
340.843 $-22.790 $
-6,3 %
363.633 $+8.729 $
+2,5 %
FIRST TR EXCHANGE-TRADED FD276.490 $-426.874 $
-60,7 %
276.528 $-59.325.743 $
-99,5 %
354.603 $-56.651.107 $
-99,4 %
387.271 $-13.830.637 $
-97,3 %
Monster Beverage CorpMNST367.662 $+367.662 $
Mastercard IncMA242.626 $-12.771 $
-5,0 %
255.397 $-99.188 $
-28,0 %
354.585 $+109.575 $
+44,7 %
Elevance Health, Inc.ELV265.525 $-52.424 $
-16,5 %
317.949 $+24.879 $
+8,5 %
293.070 $-59.717 $
-16,9 %
352.787 $-41.722 $
-10,6 %
Coterra Energy Inc.CTRA342.173 $+342.173 $
CONOCOPHILLIPSCOP263.721 $-52.002 $
-16,5 %
315.723 $-24.258 $
-7,1 %
339.981 $+22.419 $
+7,1 %
317.562 $-40.351 $
-11,3 %
Kenvue Inc.KVUE182.261 $-8.766 $
-4,6 %
191.027 $-148.855 $
-43,8 %
339.882 $+339.882 $
J P MORGAN EXCHANGE-TRADED F320.242 $-51.309.187 $
-99,4 %
KROGER COKR258.759 $+7.589 $
+3,0 %
251.170 $-44.827 $
-15,1 %
295.997 $-22.269 $
-7,0 %
318.266 $+45.001 $
+16,5 %
CVS HEALTH CorpCVS277.443 $+4.456 $
+1,6 %
272.987 $-44.735 $
-14,1 %
317.722 $-187.083 $
-37,1 %
CATERPILLAR INCCAT306.763 $+98.238 $
+47,1 %
208.525 $+208.525 $
LAM RESEARCH CORPLRCX298.196 $-1.338 $
-0,4 %
299.534 $+81.784 $
+37,6 %
217.750 $+217.750 $
ZEBRA TECHNOLOGIES CORPZBRA282.885 $+282.885 $
THOMSON REUTERS CORP NPV Com Stk (Post Rev Split)215.909 $-1.195.686 $
-84,7 %
279.571 $-997.396 $
-78,1 %
VERIZON COMMUNICATIONS INCVZ276.463 $+276.463 $
ILLINOIS TOOL WORKS INCITW261.071 $+3.687 $
+1,4 %
257.384 $-18.500 $
-6,7 %
275.884 $+14.293 $
+5,5 %
261.591 $-57.102 $
-17,9 %
PPG INDUSTRIES INCPPG256.512 $+10.608 $
+4,3 %
245.904 $-6.360 $
-2,5 %
252.264 $-20.736 $
-7,6 %
273.000 $+10.560 $
+4,0 %
LOCKHEED MARTIN CORPLMT219.998 $-47.955 $
-17,9 %
267.953 $+1.375 $
+0,5 %
266.578 $+48.439 $
+22,2 %
218.139 $+14.439 $
+7,1 %
BANK OF AMERICA CORP /DE/BAC228.358 $-25.152 $
-9,9 %
253.510 $-12.811 $
-4,8 %
266.321 $+23.746 $
+9,8 %
242.575 $+37.586 $
+18,3 %
AUTOMATIC DATA PROCESSING INCADP248.008 $-16.291 $
-6,2 %
264.299 $+63.566 $
+31,7 %
DEERE & CODE237.713 $+18.895 $
+8,6 %
218.818 $-5.239 $
-2,3 %
224.057 $-34.256 $
-13,3 %
258.313 $+258.313 $
TARGET CORPTGT251.248 $-33.342 $
-11,7 %
GENERAL ELECTRIC COGE219.638 $-28.326 $
-11,4 %
247.964 $+18.792 $
+8,2 %
FORD MOTOR COF246.783 $+16.427 $
+7,1 %
230.356 $+21.923 $
+10,5 %
POOL CORPPOOL241.331 $+241.331 $
CINTAS CORPCTAS220.655 $-18.930 $
-7,9 %
239.585 $+239.585 $
Diamondback Energy, Inc.FANG239.524 $-2.391.781 $
-90,9 %
Blackstone Inc.BX215.951 $-153 $
-0,1 %
216.104 $-22.915 $
-9,6 %
239.019 $+31.252 $
+15,0 %
207.767 $+207.767 $
RTX CorpRTX235.917 $+11.619 $
+5,2 %
224.298 $+18.147 $
+8,8 %
206.151 $+206.151 $
COCA COLA COKO231.876 $+16.763 $
+7,8 %
215.113 $+10.184 $
+5,0 %
204.929 $-17.509 $
-7,9 %
222.438 $-3.810 $
-1,7 %
COSTCO WHOLESALE CORP /NEWCOST206.261 $-6.634 $
-3,1 %
212.895 $-18.751 $
-8,1 %
231.646 $+10.333 $
+4,7 %
APPLIED MATERIALS INC /DEAMAT229.683 $+229.683 $
NORTHROP GRUMMAN CORP /DE/NOC225.139 $+225.139 $
UNITEDHEALTH GROUP INCUNH221.884 $-56.751 $
-20,4 %
WELLS FARGO & COMPANY/MNWFC221.816 $+221.816 $
GILEAD SCIENCES, INC.GILD219.657 $+10.010 $
+4,8 %
209.647 $+209.647 $
S&P Global Inc.SPGI200.525 $-16.718 $
-7,7 %
217.243 $-20.548 $
-8,6 %
RESMED INCRMD213.236 $+213.236 $
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA203.804 $-9.089 $
-4,3 %
212.893 $+212.893 $
CISCO SYSTEMS, INC.CSCO207.010 $-5.285 $
-2,5 %
212.295 $+212.295 $
TELEDYNE TECHNOLOGIES INCTDY211.148 $+211.148 $
Meta Platforms, Inc.META205.948 $+3.994 $
+2,0 %
201.954 $-1.021 $
-0,5 %
202.975 $+202.975 $
Walmart Inc.WMT203.047 $+203.047 $
VANGUARD GROUP INC202.243 $+202.243 $
GLADSTONE LAND CorpLAND114.240 $+114.240 $
372.951.713 $+20.220.293 $
+309,9 %
365.832.129 $-31.187.165 $
+197,1 %
350.899.718 $-1.541.610 $
+98,5 %
336.658.992 $+66.320.418 $
+363,1 %
Erweitert ×