Investments: EARNED 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 (%)
261.231.322 $+77.148.487 $
+314,4 %
313.028.163 $+71.132.844 $
+32,9 %
240.944.683 $+35.516.376 $
+9,1 %
BANK OF AMERICA CORP /DE/BAC245.814.944 $+68.675.670 $
+38,8 %
177.139.274 $+37.132.613 $
+26,5 %
140.006.661 $+24.558.307 $
+21,3 %
APPFOLIO INCAPPF26.460.342 $+5.616.024 $
+26,9 %
20.844.318 $-1.765.381 $
-7,8 %
MICROSOFT CORPMSFT12.762.586 $+1.426.279 $
+12,6 %
11.336.307 $+2.278.676 $
+25,2 %
NVIDIA CORPNVDA11.932.238 $+2.922.197 $
+32,4 %
9.010.041 $+2.838.888 $
+46,0 %
BERKSHIRE HATHAWAY INCBRK-B10.239.616 $+923.647 $
+9,9 %
9.315.969 $-982.336 $
-9,5 %
CITIGROUP INCC9.949.381 $+9.336.847 $
+1.524,3 %
612.534 $+331.047 $
+117,6 %
281.487 $-123.475 $
-30,5 %
AMAZON COM INCAMZN6.205.923 $+183.233 $
+3,0 %
6.022.690 $+193.507 $
+3,3 %
BlackRock, Inc.BLK269.662 $-5.576.651 $
-95,4 %
5.846.313 $+992.033 $
+20,4 %
4.854.280 $+566.859 $
+13,2 %
ALPHA PRO TECH LTDAPT5.131.554 $+1.762.160 $
+52,3 %
3.369.394 $+835.738 $
+33,0 %
MORGAN STANLEYMS3.567.310 $+1.246.792 $
+53,7 %
2.320.518 $+441.289 $
+23,5 %
JPMORGAN CHASE & COJPM3.230.137 $+417.351 $
+14,8 %
2.812.786 $+546.400 $
+24,1 %
ELI LILLY & CoLLY2.095.409 $+340.056 $
+19,4 %
1.755.353 $-465.854 $
-21,0 %
NETFLIX INCNFLX1.698.101 $-111.544 $
-6,2 %
1.809.645 $+637.120 $
+54,3 %
Walmart Inc.WMT1.720.879 $+483.527 $
+39,1 %
1.237.352 $+230.057 $
+22,8 %
LAM RESEARCH CORPLRCX1.472.233 $+437.917 $
+42,3 %
1.034.316 $+447.365 $
+76,2 %
PALATIN TECHNOLOGIES INCPTNT1.453.890 $+609.658 $
+72,2 %
844.232 $+286.626 $
+51,4 %
GENERAL ELECTRIC COGE1.430.801 $+308.817 $
+27,5 %
1.121.984 $+268.797 $
+31,5 %
INTEL CORPINTC1.276.494 $+507.309 $
+66,0 %
769.185 $+539.128 $
+234,3 %
ORACLE CORPORCL1.181.815 $+381.547 $
+47,7 %
800.268 $+268.025 $
+50,4 %
Roblox CorpRBLX1.088.629 $+315.093 $
+40,7 %
773.536 $+343.181 $
+79,7 %
PEPSICO INCPEP977.764 $+454.370 $
+86,8 %
523.394 $+194.170 $
+59,0 %
PROCTER & GAMBLE CoPG969.374 $+295.586 $
+43,9 %
673.788 $+55.386 $
+9,0 %
EXXON MOBIL CORPXOM948.641 $+199.477 $
+26,6 %
749.164 $-142.496 $
-16,0 %
Mastercard IncMA943.736 $+68.197 $
+7,8 %
875.539 $+121.875 $
+16,2 %
MERCADOLIBRE INCMELI876.203 $+876.203 $
JOHNSON & JOHNSONJNJ872.863 $+143.940 $
+19,7 %
728.923 $-574.489 $
-44,1 %
AbbVie Inc.ABBV866.279 $+285.104 $
+49,1 %
581.175 $-44.362 $
-7,1 %
GOLDMAN SACHS GROUP INCGS783.480 $+146.777 $
+23,1 %
636.703 $+181.888 $
+40,0 %
MCDONALDS CORPMCD758.408 $+103.980 $
+15,9 %
654.428 $-35.775 $
-5,2 %
Booking Holdings Inc.BKNG693.617 $-3.772 $
-0,5 %
697.389 $+170.078 $
+32,3 %
AT&T INC.T689.487 $+30.935 $
+4,7 %
658.552 $+49.001 $
+8,0 %
Medtronic plcMDT612.659 $+154.095 $
+33,6 %
458.564 $-126.371 $
-21,6 %
PG&E CorpPCG595.001 $+423.180 $
+246,3 %
171.821 $-184.911 $
-51,8 %
KROGER COKR556.161 $+556.161 $
COCA COLA COKO515.933 $+141.701 $
+37,9 %
374.232 $-133.037 $
-26,2 %
FEDEX CORPFDX513.762 $+278.795 $
+118,7 %
234.967 $+234.967 $
CHEVRON CORPCVX513.328 $+119.121 $
+30,2 %
WESTERN DIGITAL CORPWDC512.277 $+275.076 $
+116,0 %
237.201 $+237.201 $
MICRON TECHNOLOGY INCMU503.257 $+503.257 $
Walt Disney CoDIS483.212 $-17.991 $
-3,6 %
501.203 $-94.218 $
-15,8 %
UNITEDHEALTH GROUP INCUNH489.736 $+145.928 $
+42,4 %
343.808 $-242.155 $
-41,3 %
Accenture plcACN483.273 $+270.776 $
+127,4 %
212.497 $+212.497 $
XCEL ENERGY INCXEL462.731 $+90.410 $
+24,3 %
372.321 $-36.376 $
-8,9 %
RTX CorpRTX440.186 $+201.028 $
+84,1 %
239.158 $-246.705 $
-50,8 %
PFIZER INCPFE435.628 $+167.606 $
+62,5 %
268.022 $-64.909 $
-19,5 %
SPS COMMERCE INCSPSC424.076 $+64.986 $
+18,1 %
359.090 $+62.882 $
+21,2 %
STARBUCKS CORPSBUX421.514 $+217.324 $
+106,4 %
MCKESSON CORPMCK420.054 $+22.373 $
+5,6 %
397.681 $+60.734 $
+18,0 %
RALPH LAUREN CORPRL412.645 $+113.680 $
+38,0 %
298.965 $+30.545 $
+11,4 %
INCYTE CORPINCY412.431 $+132.063 $
+47,1 %
280.368 $-27.165 $
-8,8 %
Palo Alto Networks IncPANW408.824 $+196.657 $
+92,7 %
212.167 $-164.740 $
-43,7 %
ADVANCED MICRO DEVICES INCAMD395.530 $+139.634 $
+54,6 %
Trane Technologies plcTT384.578 $-7.398 $
-1,9 %
391.976 $+30.171 $
+8,3 %
ROBERT HALF INC.RHI390.770 $+51.122 $
+15,1 %
339.648 $+339.648 $
Haleon plcHLN390.466 $+390.466 $
Vertiv Holdings CoVRT381.828 $+61.187 $
+19,1 %
320.641 $+320.641 $
CENTENE CORPCNC380.670 $-68.378 $
-15,2 %
GENERAL DYNAMICS CORPGD379.493 $+379.493 $
Monster Beverage CorpMNST270.578 $-100.181 $
-27,0 %
370.759 $+370.759 $
ROYAL BANK OF CANADARY356.983 $+120.927 $
+51,2 %
236.056 $+35.792 $
+17,9 %
CVS HEALTH CorpCVS355.091 $+151.224 $
+74,2 %
203.867 $-100.422 $
-33,0 %
3M COMMM354.741 $+23.324 $
+7,0 %
331.417 $-38.357 $
-10,4 %
ANALOG DEVICES INCADI353.854 $+353.854 $
CIENA CORPCIEN346.695 $+346.695 $
NEUROCRINE BIOSCIENCES INCNBIX346.037 $+144.556 $
+71,7 %
201.481 $+201.481 $
AMERICAN EXPRESS COAXP344.878 $+130.660 $
+61,0 %
214.218 $-170.567 $
-44,3 %
Eaton Corp plcETN341.277 $+36.821 $
+12,1 %
304.456 $+51.167 $
+20,2 %
CATERPILLAR INCCAT335.957 $+335.957 $
Churchill Downs IncCHDN333.907 $+333.907 $
Phillips 66PSX324.035 $+324.035 $
VERIZON COMMUNICATIONS INCVZ323.437 $+66.722 $
+26,0 %
256.715 $+26.137 $
+11,3 %
ALLSTATE CORPALL323.124 $+323.124 $
Nu Holdings Ltd.NU322.563 $+322.563 $
SCHWAB CHARLES CORPSCHW322.069 $+322.069 $
Public StoragePSA312.253 $+312.253 $
BARRICK MINING CORPB310.919 $+310.919 $
CHUNGHWA TELECOM CO LTDCHT272.123 $-33.545 $
-11,0 %
305.668 $+305.668 $
FISERV INCFISV301.357 $+301.357 $
ISHARES GOLD TRUSTIAU299.303 $+42.816 $
+16,7 %
256.487 $-8.833 $
-3,3 %
ENBRIDGE INCENB298.932 $+298.932 $
ROYAL GOLD INCRGLD273.043 $-25.394 $
-8,5 %
298.437 $-203.438 $
-40,5 %
LINDE PLCLIN297.688 $+297.688 $
INTUITIVE SURGICAL INCISRG257.820 $-36.969 $
-12,5 %
294.789 $+75.641 $
+34,5 %
Duke Energy CORPDUK292.299 $+70.646 $
+31,9 %
221.653 $+12.107 $
+5,8 %
CUMMINS INCCMI291.880 $+62.897 $
+27,5 %
TELEFLEX INCTFX289.137 $+289.137 $
DOLLAR GENERAL CORPDG288.623 $+288.623 $
KLA CORPKLAC285.852 $+285.852 $
Ferrovial SEFER280.487 $+40.897 $
+17,1 %
239.590 $+239.590 $
Snap IncSNAP277.164 $+277.164 $
Bank of New York Mellon CorpBK276.786 $+276.786 $
DEERE & CODE274.136 $-6.388 $
-2,3 %
AngloGold Ashanti PLCAU273.460 $+273.460 $
HF Sinclair CorpDINO267.091 $+60.746 $
+29,4 %
206.345 $+206.345 $
GARMIN LTDGRMN264.694 $+229 $
+0,1 %
FREEPORT-MCMORAN INCFCX237.346 $-27.198 $
-10,3 %
264.544 $+264.544 $
CARNIVAL CORPCCL262.792 $+59.569 $
+29,3 %
203.223 $-357 $
-0,2 %
MANHATTAN ASSOCIATES INCMANH261.759 $+58.167 $
+28,6 %
203.592 $+203.592 $
Zoetis Inc.ZTS235.075 $-26.561 $
-10,2 %
261.636 $+261.636 $
TWILIO INCTWLO261.607 $+261.607 $
SAP SESAP215.638 $-45.888 $
-17,5 %
261.526 $+50.532 $
+23,9 %
NEWS CORPNWSA258.164 $+18.159 $
+7,6 %
240.005 $+240.005 $
CARMAX INCKMX256.809 $+256.809 $
TotalEnergies SETTE250.579 $+24.357 $
+10,8 %
226.222 $+226.222 $
DELTA AIR LINES, INC.DAL250.023 $+250.023 $
Allegion plcALLE247.758 $+30.672 $
+14,1 %
NEXTERA ENERGY INCNEE246.359 $+38.793 $
+18,7 %
207.566 $-48.612 $
-19,0 %
BOSTON SCIENTIFIC CORPBSX245.651 $+14.520 $
+6,3 %
COMCAST CORPCMCSA243.255 $-211.606 $
-46,5 %
AMGEN INCAMGN243.145 $+243.145 $
Concentrix CorpCNXC237.214 $+2.468 $
+1,1 %
GRACO INCGGG236.359 $+236.359 $
UNITED PARCEL SERVICE INCUPS235.981 $-16.401 $
-6,5 %
TechnipFMC plcFTI229.717 $+229.717 $
TENET HEALTHCARE CORPTHC229.232 $+229.232 $
CONSOLIDATED EDISON INCED228.237 $+228.237 $
Shell plcSHEL224.203 $+3.719 $
+1,7 %
BORGWARNER INCBWA221.094 $+221.094 $
GLOBAL PARTNERS LPGLP219.002 $+219.002 $
HALLIBURTON COHAL218.779 $+218.779 $
BOEING COBA217.467 $+217.467 $
AUTOZONE INCAZO217.013 $+217.013 $
SBA COMMUNICATIONS CORPSBAC216.523 $+216.523 $
NICOLET BANKSHARES INCNIC216.135 $+216.135 $
AppLovin CorpAPP214.125 $+214.125 $
WELLTOWER INC.WELL212.660 $+212.660 $
NOVARTIS AGNVS211.001 $+211.001 $
Otis Worldwide CorpOTIS209.664 $+209.664 $
EVERSOURCE ENERGYES208.982 $+208.982 $
MASTEC INCMTZ206.639 $+206.639 $
OSHKOSH CORPOSK204.850 $+204.850 $
UBS Group AGUBS204.198 $+204.198 $
MOSAIC COMOS202.011 $+202.011 $
ASTRAZENECA PLCAZN200.864 $+200.864 $
Synchrony FinancialSYF200.506 $+200.506 $
NNN REIT, INC.NNN200.377 $+200.377 $
Amcor plcAMCR84.907 $-94.253 $
-52,6 %
179.160 $+179.160 $
FORD MOTOR COF156.884 $+156.884 $
TAKEDA PHARMACEUTICAL CO LTDTAK146.546 $+146.546 $
Hafnia LtdHAFN101.333 $+28.324 $
+38,8 %
73.009 $+73.009 $
JETBLUE AIRWAYS CORPJBLU89.382 $+13.284 $
+17,5 %
76.098 $-10.339 $
-12,0 %
MIZUHO FINANCIAL GROUP INCMFG85.412 $+85.412 $
PLUG POWER INCPLUG77.212 $+50.335 $
+187,3 %
26.877 $+9.276 $
+52,7 %
Lloyds Banking Group plcLYG61.204 $+14.632 $
+31,4 %
46.572 $+8.345 $
+21,8 %
TELEFONICA S ATEFOF60.645 $+4.683 $
+8,4 %
55.962 $+55.962 $
261.231.322 $+77.148.487 $
+314,4 %
313.028.163 $+71.132.844 $
+32,9 %
240.944.683 $+35.516.376 $
+9,1 %
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