Investments: San Luis 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 (%)
520.908.931 $+32.435.887 $
+17,6 %
488.906.949 $+488.491.377 $
+128.881,4 %
415.572 $+37.184 $
+42,0 %
BANK OF AMERICA CORP /DE/BAC272.829.033 $+16.465.797 $
+6,4 %
256.363.236 $+256.144.180 $
+116.930,9 %
219.056 $+12.101 $
+5,8 %
MORGAN STANLEYMS37.274.050 $-4.019.698 $
-9,7 %
41.293.748 $+41.246.268 $
+86.870,8 %
47.480 $-10.958 $
-18,8 %
APPFOLIO INCAPPF34.378.041 $+1.566.476 $
+4,8 %
32.811.565 $+32.786.614 $
+131.404,0 %
24.951 $-3.178 $
-11,3 %
NVIDIA CORPNVDA25.421.938 $+787.385 $
+3,2 %
24.634.553 $+24.615.444 $
+128.816,0 %
19.109 $+7.646 $
+66,7 %
ALPHA PRO TECH LTDAPT15.450.809 $+1.836.413 $
+13,5 %
13.614.396 $+13.604.665 $
+139.807,5 %
9.731 $+1.412 $
+17,0 %
MICROSOFT CORPMSFT13.417.122 $-371.161 $
-2,7 %
13.788.283 $+13.776.396 $
+115.894,6 %
11.887 $+2.609 $
+28,1 %
BlackRock, Inc.BLK13.036.841 $+3.189.904 $
+32,4 %
9.846.937 $+9.836.688 $
+95.977,1 %
10.249 $+6.151 $
+150,1 %
AMAZON COM INCAMZN12.263.813 $+936.306 $
+8,3 %
11.327.507 $+11.316.661 $
+104.339,5 %
10.846 $+2.567 $
+31,0 %
JPMORGAN CHASE & COJPM11.464.919 $+1.214.575 $
+11,8 %
10.250.344 $+10.242.448 $
+129.716,9 %
7.896 $+4.359 $
+123,2 %
TARGET CORPTGT9.502.485 $+1.452.259 $
+18,0 %
8.050.226 $+8.042.876 $
+109.426,9 %
7.350 $+7.350 $
UNITEDHEALTH GROUP INCUNH6.588.159 $-455.798 $
-6,5 %
7.043.957 $+7.043.957 $
VERIZON COMMUNICATIONS INCVZ6.859.451 $+5.786.046 $
+539,0 %
1.073.405 $+1.072.638 $
+139.848,5 %
767 $-121 $
-13,6 %
BERKSHIRE HATHAWAY INCBRK-B6.679.277 $+680.081 $
+11,3 %
5.999.196 $+5.994.111 $
+117.878,3 %
5.085 $-1.255 $
-19,8 %
Phillips 66PSX5.295.718 $-23.720 $
-0,4 %
5.319.438 $+5.314.350 $
+104.448,7 %
5.088 $+4.482 $
+739,6 %
NETFLIX INCNFLX4.503.480 $-746.958 $
-14,2 %
5.250.438 $+5.244.436 $
+87.378,1 %
6.002 $+997 $
+19,9 %
UNITED PARCEL SERVICE INCUPS4.865.686 $+1.209.482 $
+33,1 %
3.656.204 $+3.653.017 $
+114.622,4 %
3.187 $+2.630 $
+472,2 %
Mastercard IncMA4.493.851 $+39.605 $
+0,9 %
4.454.246 $+4.450.584 $
+121.534,2 %
3.662 $-430 $
-10,5 %
EXXON MOBIL CORPXOM3.639.350 $+340.592 $
+10,3 %
3.298.758 $+3.295.737 $
+109.094,2 %
3.021 $+126 $
+4,4 %
SPS COMMERCE INCSPSC2.665.185 $+298.466 $
+12,6 %
2.366.719 $+2.364.725 $
+118.592,0 %
1.994 $+154 $
+8,4 %
ORACLE CORPORCL1.079.240 $-465.964 $
-30,2 %
1.545.204 $+1.544.103 $
+140.245,5 %
1.101 $+384 $
+53,6 %
Walmart Inc.WMT1.479.373 $+111.495 $
+8,2 %
1.367.878 $+1.366.790 $
+125.624,1 %
1.088 $+112 $
+11,5 %
KLA CORPKLAC1.300.215 $+85.013 $
+7,0 %
1.215.202 $+1.214.794 $
+297.743,6 %
408 $+99 $
+32,0 %
LINDE PLCLIN1.021.375 $-159.867 $
-13,5 %
1.181.242 $+1.180.325 $
+128.715,9 %
917 $-76 $
-7,7 %
ELI LILLY & CoLLY1.159.797 $+333.014 $
+40,3 %
826.783 $+826.383 $
+206.595,8 %
400 $-3.580 $
-89,9 %
Rocket Lab CorpRKLB1.087.349 $+758.878 $
+231,0 %
328.471 $+328.247 $
+146.538,8 %
224 $+224 $
CHEVRON CORPCVX1.014.092 $-35.828 $
-3,4 %
1.049.920 $+1.049.057 $
+121.559,3 %
863 $-785 $
-47,6 %
FEDEX CORPFDX1.039.258 $+252.625 $
+32,1 %
786.633 $+785.948 $
+114.736,9 %
685 $+685 $
FIFTH THIRD BANCORPFITB1.021.466 $+212.155 $
+26,2 %
809.311 $+808.576 $
+110.010,3 %
735 $+735 $
CVS HEALTH CorpCVS1.000.526 $+104.180 $
+11,6 %
896.346 $+895.672 $
+132.889,0 %
674 $+674 $
FRANKLIN RESOURCES INCBEN997.106 $+262.390 $
+35,7 %
734.716 $+733.927 $
+93.019,9 %
789 $+789 $
HEICO CORPHEI986.460 $-1.276 $
-0,1 %
987.736 $+986.741 $
+99.169,9 %
995 $+201 $
+25,3 %
FORD MOTOR COF968.081 $+141.273 $
+17,1 %
826.808 $+826.105 $
+117.511,4 %
703 $+703 $
REALTY INCOME CORPO937.141 $+144.597 $
+18,2 %
792.544 $+791.897 $
+122.395,2 %
647 $-39 $
-5,7 %
3M COMMM929.289 $+30.936 $
+3,4 %
898.353 $+897.469 $
+101.523,6 %
884 $-68 $
-7,1 %
Duke Energy CORPDUK894.655 $+83.659 $
+10,3 %
810.996 $+810.318 $
+119.515,9 %
678 $-69 $
-9,2 %
Vertiv Holdings CoVRT882.144 $+435.258 $
+97,4 %
446.886 $+446.886 $
FIRSTENERGY CORPFE873.165 $+76.230 $
+9,6 %
796.935 $+796.338 $
+133.389,9 %
597 $+154 $
+34,8 %
EVERSOURCE ENERGYES869.565 $-2.378 $
-0,3 %
871.943 $+871.229 $
+122.020,9 %
714 $+22 $
+3,2 %
EXELON CORPEXC828.845 $+62.293 $
+8,1 %
766.552 $+765.942 $
+125.564,3 %
610 $-134 $
-18,0 %
TechnipFMC plcFTI792.680 $+91.261 $
+13,0 %
701.419 $+700.807 $
+114.510,9 %
612 $+50 $
+8,9 %
PALATIN TECHNOLOGIES INCPTNT726.464 $-7.594 $
-1,0 %
734.058 $+733.605 $
+161.943,7 %
453 $+232 $
+105,0 %
JOHNSON & JOHNSONJNJ687.868 $+113.438 $
+19,7 %
574.430 $+574.430 $
ADVANCED MICRO DEVICES INCAMD656.400 $+171.839 $
+35,5 %
484.561 $+484.181 $
+127.416,1 %
380 $+85 $
+28,8 %
Strategy IncMSTR225.452 $-409.368 $
-64,5 %
634.820 $+634.422 $
+159.402,5 %
398 $+122 $
+44,2 %
PROCTER & GAMBLE CoPG422.769 $-167.589 $
-28,4 %
590.358 $+590.041 $
+186.132,8 %
317 $-21 $
-6,2 %
ANALOG DEVICES INCADI541.162 $+51.456 $
+10,5 %
489.706 $+489.417 $
+169.348,4 %
289 $+44 $
+18,0 %
AMGEN INCAMGN507.696 $+29.667 $
+6,2 %
478.029 $+477.761 $
+178.269,0 %
268 $-30 $
-10,1 %
DEERE & CODE454.946 $-26.092 $
-5,4 %
481.038 $+481.038 $
Palo Alto Networks IncPANW415.924 $-50.977 $
-10,9 %
466.901 $+466.901 $
MCDONALDS CORPMCD400.785 $-45.958 $
-10,3 %
446.743 $+446.539 $
+218.891,7 %
204 $-14 $
-6,4 %
FAIR ISAAC CORPFICO427.727 $+49.105 $
+13,0 %
378.622 $+378.172 $
+84.038,2 %
450 $-4 $
-0,9 %
Booking Holdings Inc.BKNG414.339 $-3.098 $
-0,7 %
417.437 $+417.001 $
+95.642,4 %
436 $+90 $
+26,0 %
Zoetis Inc.ZTS335.171 $-56.990 $
-14,5 %
392.161 $+391.747 $
+94.624,9 %
414 $-22 $
-5,0 %
RTX CorpRTX390.974 $+44.764 $
+12,9 %
346.210 $+346.210 $
PAYCHEX INCPAYX286.975 $-97.092 $
-25,3 %
384.067 $+384.067 $
AMEREN CORPAEE300.179 $-13.587 $
-4,3 %
313.766 $+313.766 $
AFLAC INCAFL251.871 $-33.288 $
-11,7 %
285.159 $+285.159 $
BOEING COBA252.293 $-26.559 $
-9,5 %
278.852 $+278.852 $
PEPSICO INCPEP256.568 $-19.632 $
-7,1 %
276.200 $+276.200 $
ALCON INCALC275.566 $+15.035 $
+5,8 %
260.531 $+260.253 $
+93.616,2 %
278 $-21 $
-7,0 %
NEXTERA ENERGY INCNEE241.120 $-12.064 $
-4,8 %
253.184 $+253.184 $
ROYAL BANK OF CANADARY230.451 $+13.743 $
+6,3 %
216.708 $+216.708 $
SOUTHERN COSO219.804 $+219.804 $
GENERAL DYNAMICS CORPGD214.101 $+214.101 $
MICRON TECHNOLOGY INCMU209.780 $+209.780 $
UNILEVER PLCUL205.421 $+952 $
+0,5 %
204.469 $+204.469 $
520.908.931 $+32.435.887 $
+17,6 %
488.906.949 $+488.491.377 $
+128.881,4 %
415.572 $+37.184 $
+42,0 %
Erweitert ×