Investments: Sovereign Investment Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Sovereign Investment Advisors, 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 (%)
396.968.189 $+44.498.116 $
+865,3 %
334.411.722 $+38.817.774 $
+577,6 %
305.276.778 $-23.464.412 $
+97,8 %
310.009.082 $+38.616.618 $
+623,0 %
iSHARES TRUST98.733.229 $+9.676.493 $
+10,9 %
89.056.736 $-16.252.672 $
-15,4 %
105.309.408 $-1.942.889 $
-1,8 %
107.252.297 $+35.391.678 $
+49,3 %
JANUS DETROIT STR TR26.595.483 $+26.194.132 $
+6.526,5 %
28.404.502 $+21.544.216 $
+314,0 %
31.445.597 $+6.976.429 $
+28,5 %
33.524.752 $+29.054.887 $
+650,0 %
BNY MELLON33.259.443 $+33.040.078 $
+15.061,7 %
27.266.732 $+21.377.607 $
+363,0 %
24.469.168 $+19.296.802 $
+373,1 %
24.685.987 $+24.478.258 $
+11.783,7 %
INVESCO QQQ TRUST, SERIES 1QQQ30.224.608 $-677.030 $
-2,2 %
30.901.638 $+30.461.567 $
+6.922,0 %
440.071 $+45.648 $
+11,6 %
394.423 $+394.423 $
BlackRock Fund Advisors29.080.739 $+343.714 $
+1,2 %
28.737.025 $+4.071.911 $
+16,5 %
24.665.114 $+1.081.977 $
+4,6 %
23.583.137 $+6.369.685 $
+37,0 %
MPLX LPMPLX21.341.612 $+1.476.871 $
+7,4 %
19.864.741 $+1.185.689 $
+6,3 %
18.679.052 $-583.370 $
-3,0 %
19.262.422 $+3.720.852 $
+23,9 %
Janus Detroit Street Trust9.298.803 $-3.690.243 $
-28,4 %
12.989.046 $-5.451.406 $
-29,6 %
18.440.452 $+100.823 $
+0,5 %
18.339.629 $-3.404.541 $
-15,7 %
ISHARES TR17.530.105 $+11.240.738 $
+178,7 %
6.860.286 $-6.143.749 $
-47,2 %
1.643.573 $-23.042.414 $
-93,3 %
1.541.929 $-31.982.823 $
-95,4 %
ISHARES INC13.493.475 $-4.036.630 $
-23,0 %
13.004.035 $+12.785.082 $
+5.839,2 %
5.172.366 $+3.528.793 $
+214,7 %
4.710.211 $-28.221.192 $
-85,7 %
ENTERPRISE PRODUCTS PARTNERS L.P.EPD12.577.335 $+1.971.631 $
+18,6 %
10.605.704 $+212.119 $
+2,0 %
10.393.585 $+86.419 $
+0,8 %
10.307.166 $+608.259 $
+6,3 %
PLAINS ALL AMERICAN PIPELINE LPPAA11.811.029 $+2.356.669 $
+24,9 %
9.454.360 $+430.797 $
+4,8 %
9.023.563 $-666.453 $
-6,9 %
9.690.016 $+401.988 $
+4,3 %
Western Midstream Partners, LPWES11.300.300 $+509.215 $
+4,7 %
10.791.085 $+6.805 $
+0,1 %
10.784.280 $+161.943 $
+1,5 %
10.622.337 $+864.609 $
+8,9 %
VANGUARD GROUP INC10.958.776 $+696.908 $
+6,8 %
10.261.868 $+1.054.518 $
+11,5 %
9.207.350 $+193.856 $
+2,2 %
9.013.494 $+453.081 $
+5,3 %
ONEOK INC /NEW/OKE8.663.791 $+1.651.744 $
+23,6 %
7.012.047 $+17.945 $
+0,3 %
6.994.102 $-830.052 $
-10,6 %
7.824.154 $+139.940 $
+1,8 %
Phillips 66PSX7.675.061 $+2.262.995 $
+41,8 %
5.412.066 $-318.321 $
-5,6 %
5.730.387 $+704.397 $
+14,0 %
5.025.990 $-1.855.361 $
-27,0 %
SPDR SER TR6.289.367 $-22.115.135 $
-77,9 %
5.889.125 $+1.346.256 $
+29,6 %
4.517.299 $-26.928.298 $
-85,6 %
4.469.865 $-240.346 $
-5,1 %
iShares, Inc.5.933.481 $+5.933.481 $
Invesco Ltd.IVZ2.943.002 $+271.302 $
+10,2 %
2.671.700 $-914.917 $
-25,5 %
3.586.617 $-1.787.491 $
-33,3 %
5.374.108 $+233.874 $
+4,5 %
SPDR SERIES TRUST4.744.580 $-20.334 $
-0,4 %
4.764.914 $+63.771 $
+1,4 %
4.701.143 $+111.002 $
+2,4 %
4.590.141 $+455.550 $
+11,0 %
VANGUARD STAR FDS4.647.245 $-8.846.230 $
-65,6 %
4.542.869 $+180.702 $
+4,1 %
4.362.167 $+4.145.340 $
+1.911,8 %
4.278.236 $+2.736.307 $
+177,5 %
TC ENERGY CORPTRP3.484.059 $+552.786 $
+18,9 %
2.931.273 $-74.092 $
-2,5 %
3.005.365 $+312.937 $
+11,6 %
2.692.428 $+469.366 $
+21,1 %
Sunoco LPSUN2.827.624 $+657.850 $
+30,3 %
2.169.774 $-6.761 $
-0,3 %
2.176.535 $-155.809 $
-6,7 %
2.332.344 $+2.332.344 $
AMAZON COM INCAMZN1.225.877 $+1.225.877 $
JPMORGAN CHASE & COJPM820.706 $+820.706 $
Broadcom Inc.AVGO812.773 $+812.773 $
Alphabet Inc.GOOGL790.502 $+790.502 $
RTX CorpRTX749.417 $+749.417 $
AMERICAN ELECTRIC POWER CO INCAEP707.701 $+707.701 $
MICROSOFT CORPMSFT692.218 $+692.218 $
EXXON MOBIL CORPXOM645.896 $+645.896 $
NVIDIA CORPNVDA640.222 $+640.222 $
Walmart Inc.WMT633.455 $+633.455 $
EMERSON ELECTRIC COEMR610.684 $+610.684 $
LINDE PLCLIN497.247 $+497.247 $
Meta Platforms, Inc.META474.296 $+474.296 $
Apple Inc.AAPL439.310 $+439.310 $
ANALOG DEVICES INCADI435.216 $+435.216 $
AbbVie Inc.ABBV421.931 $+421.931 $
NEXTERA ENERGY INCNEE409.694 $+409.694 $
BlackRock Finance, Inc.403.890 $+97.459 $
+31,8 %
306.431 $+306.431 $
J P MORGAN EXCHANGE-TRADED F401.351 $-32.858.092 $
-98,8 %
GENERAL ELECTRIC COGE401.251 $+401.251 $
JOHNSON & JOHNSONJNJ387.926 $+387.926 $
South Bow CorpSOBO371.976 $+77.164 $
+26,2 %
294.812 $-17.945 $
-5,7 %
312.757 $+26.470 $
+9,2 %
286.287 $+286.287 $
ATMOS ENERGY CORPATO370.548 $+370.548 $
CATERPILLAR INCCAT355.647 $+355.647 $
REALTY INCOME CORPO352.234 $+352.234 $
MCDONALDS CORPMCD348.085 $+348.085 $
GOLDMAN SACHS GROUP INCGS346.856 $+346.856 $
WEC ENERGY GROUP, INC.WEC340.016 $+340.016 $
Parker-Hannifin CorpPH336.610 $+336.610 $
ROCKWELL AUTOMATION, INCROK316.891 $+316.891 $
SOUTHERN COSO316.296 $+316.296 $
ADVANCED MICRO DEVICES INCAMD310.231 $+310.231 $
Duke Energy CORPDUK296.972 $+296.972 $
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM295.706 $+295.706 $
NETFLIX INCNFLX285.566 $+285.566 $
COSTCO WHOLESALE CORP /NEWCOST281.990 $+281.990 $
VERIZON COMMUNICATIONS INCVZ277.506 $+277.506 $
CORNING INC /NYGLW277.379 $+277.379 $
CHEVRON CORPCVX265.039 $+265.039 $
Merck & Co., Inc.MRK264.638 $+264.638 $
Chubb LtdCB263.026 $+263.026 $
O REILLY AUTOMOTIVE INCORLY257.545 $+257.545 $
AFLAC INCAFL252.882 $+252.882 $
COCA COLA COKO238.873 $+238.873 $
LOCKHEED MARTIN CORPLMT234.503 $+234.503 $
BERKSHIRE HATHAWAY INCBRK-B228.099 $+228.099 $
INTUITIVE SURGICAL INCISRG227.268 $+227.268 $
TJX COMPANIES INC /DE/TJX226.614 $+226.614 $
Philip Morris International Inc.PM223.209 $+223.209 $
ELI LILLY & CoLLY222.584 $+222.584 $
Palo Alto Networks IncPANW221.723 $+221.723 $
PROCTER & GAMBLE CoPG221.427 $+221.427 $
ILLINOIS TOOL WORKS INCITW220.782 $+220.782 $
INVESCO EXCHANGE TRADED FD T219.365 $-4.427.880 $
-95,3 %
218.953 $-27.047.779 $
-99,2 %
216.827 $-4.300.472 $
-95,2 %
207.729 $-4.070.507 $
-95,1 %
INTEL CORPINTC218.311 $+218.311 $
QUALCOMM INC/DEQCOM215.964 $+215.964 $
INTERNATIONAL BUSINESS MACHINES CORPIBM214.758 $+214.758 $
PEPSICO INCPEP214.455 $+214.455 $
SLB LIMITED/NVSLB210.699 $+210.699 $
STRYKER CORPSYK206.248 $+206.248 $
M&T BANK CORPMTB202.999 $+202.999 $
BlackRock, Inc.BLK201.959 $+201.959 $
396.968.189 $+44.498.116 $
+865,3 %
334.411.722 $+38.817.774 $
+577,6 %
305.276.778 $-23.464.412 $
+97,8 %
310.009.082 $+38.616.618 $
+623,0 %
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