Investments: Wallace Advisory Group, 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 (%)
85.687.065 $-23.254.956 $
-27,4 %
114.579.805 $+114.579.805 $
BANK OF AMERICA CORP /DE/BAC50.723.678 $-14.995.291 $
-22,8 %
65.718.969 $+65.718.969 $
CHEVRON CORPCVX6.426.672 $+84.787 $
+1,3 %
6.341.885 $+6.341.885 $
AMAZON COM INCAMZN2.668.972 $-1.407.953 $
-34,5 %
4.076.925 $+4.076.925 $
MICROSOFT CORPMSFT2.434.543 $-467.347 $
-16,1 %
2.901.890 $+2.901.890 $
ALPHA PRO TECH LTDAPT2.395.873 $-205.492 $
-7,9 %
2.601.365 $+2.601.365 $
APPFOLIO INCAPPF2.225.105 $+151.564 $
+7,3 %
2.073.541 $+2.073.541 $
NVIDIA CORPNVDA1.594.395 $-301.498 $
-15,9 %
1.895.893 $+1.895.893 $
ORACLE CORPORCL969.872 $-726.697 $
-42,8 %
1.696.569 $+1.696.569 $
Mastercard IncMA1.199.419 $-480.782 $
-28,6 %
1.680.201 $+1.680.201 $
JOHNSON & JOHNSONJNJ1.395.671 $+91.797 $
+7,0 %
1.303.874 $+1.303.874 $
VERIZON COMMUNICATIONS INCVZ749.269 $-344.553 $
-31,5 %
1.093.822 $+1.093.822 $
CITIGROUP INCC291.141 $-724.189 $
-71,3 %
1.015.330 $+1.015.330 $
ELI LILLY & CoLLY908.105 $-102.166 $
-10,1 %
1.010.271 $+1.010.271 $
NETFLIX INCNFLX929.356 $+929.356 $
JPMORGAN CHASE & COJPM558.086 $-361.219 $
-39,3 %
919.305 $+919.305 $
Zoetis Inc.ZTS437.224 $-429.234 $
-49,5 %
866.458 $+866.458 $
AT&T INC.T419.622 $-265.619 $
-38,8 %
685.241 $+685.241 $
STARBUCKS CORPSBUX340.461 $-307.271 $
-47,4 %
647.732 $+647.732 $
Booking Holdings Inc.BKNG374.873 $-261.943 $
-41,1 %
636.816 $+636.816 $
Shell plcSHEL436.250 $-194.976 $
-30,9 %
631.226 $+631.226 $
ASML HOLDING NVASML485.717 $-88.880 $
-15,5 %
574.597 $+574.597 $
RTX CorpRTX386.424 $-187.727 $
-32,7 %
574.151 $+574.151 $
Aon plcAON312.299 $-259.588 $
-45,4 %
571.887 $+571.887 $
Accenture plcACN339.937 $-217.792 $
-39,0 %
557.729 $+557.729 $
MERCADOLIBRE INCMELI275.953 $-272.909 $
-49,7 %
548.862 $+548.862 $
FISERV INCFISV528.609 $+528.609 $
BOEING COBA329.588 $-186.694 $
-36,2 %
516.282 $+516.282 $
CVS HEALTH CorpCVS335.375 $-180.803 $
-35,0 %
516.178 $+516.178 $
BERKSHIRE HATHAWAY INCBRK-B374.977 $-140.425 $
-27,2 %
515.402 $+515.402 $
AbbVie Inc.ABBV430.246 $-80.766 $
-15,8 %
511.012 $+511.012 $
FREEPORT-MCMORAN INCFCX375.846 $-120.121 $
-24,2 %
495.967 $+495.967 $
COCA COLA COKO200.083 $-285.262 $
-58,8 %
485.345 $+485.345 $
TENET HEALTHCARE CORPTHC253.368 $-220.776 $
-46,6 %
474.144 $+474.144 $
EXXON MOBIL CORPXOM450.433 $+48.878 $
+12,2 %
401.555 $+401.555 $
PFIZER INCPFE288.566 $-140.191 $
-32,7 %
428.757 $+428.757 $
AUTOZONE INCAZO254.363 $-172.543 $
-40,4 %
426.906 $+426.906 $
CATERPILLAR INCCAT418.878 $+418.878 $
SAP SESAP410.840 $+410.840 $
MORGAN STANLEYMS321.862 $-82.688 $
-20,4 %
404.550 $+404.550 $
TechnipFMC plcFTI273.643 $-121.005 $
-30,7 %
394.648 $+394.648 $
UNITEDHEALTH GROUP INCUNH373.740 $+373.740 $
PG&E CorpPCG280.823 $-92.810 $
-24,8 %
373.633 $+373.633 $
COPART INCCPRT200.683 $-172.445 $
-46,2 %
373.128 $+373.128 $
GENERAL ELECTRIC COGE371.176 $+53.299 $
+16,8 %
317.877 $+317.877 $
CINTAS CORPCTAS343.666 $+343.666 $
CENTENE CORPCNC208.054 $-130.002 $
-38,5 %
338.056 $+338.056 $
AES CORPAES302.760 $-33.628 $
-10,0 %
336.388 $+336.388 $
UNITED PARCEL SERVICE INCUPS226.252 $-104.226 $
-31,5 %
330.478 $+330.478 $
Sony Group CorpSONY254.541 $-65.680 $
-20,5 %
320.221 $+320.221 $
Sea LtdSE317.961 $+317.961 $
AppLovin CorpAPP315.348 $+315.348 $
METLIFE INCMET299.805 $+299.805 $
SHERWIN WILLIAMS COSHW273.315 $+273.315 $
RELX PLCRELX260.235 $+260.235 $
INTUITIVE SURGICAL INCISRG259.959 $+259.959 $
BARRICK MINING CORPB246.406 $+5.872 $
+2,4 %
240.534 $+240.534 $
UNILEVER PLCUL245.291 $+245.291 $
Eaton Corp plcETN244.934 $+244.934 $
BROWN & BROWN, INC.BRO240.366 $+240.366 $
CSX CORPCSX235.752 $+235.752 $
HEICO CORPHEI233.393 $+233.393 $
PEPSICO INCPEP232.072 $+232.072 $
CURTISS WRIGHT CORPCW232.061 $+232.061 $
SYNOPSYS INCSNPS222.178 $+222.178 $
GARTNER INCIT213.428 $+213.428 $
Organon & Co.OGN83.968 $-32.453 $
-27,9 %
116.421 $+116.421 $
NOKIA CORPNOK81.088 $+81.088 $
85.687.065 $-23.254.956 $
-27,4 %
114.579.805 $+114.579.805 $
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