Investments: Worth Financial 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 (%)
165.936.119 $+22.593.240 $
+13,1 %
143.552.201 $+143.552.201 $
BANK OF AMERICA CORP /DE/BAC95.231.422 $+13.711.110 $
+16,8 %
81.520.312 $+81.520.312 $
AMAZON COM INCAMZN7.945.517 $+679.067 $
+9,3 %
7.266.450 $+7.266.450 $
MICROSOFT CORPMSFT7.492.430 $-334.421 $
-4,3 %
7.826.851 $+7.826.851 $
APPFOLIO INCAPPF7.307.125 $+584.129 $
+8,7 %
6.722.996 $+6.722.996 $
NVIDIA CORPNVDA5.669.620 $+488.468 $
+9,4 %
5.181.152 $+5.181.152 $
JPMORGAN CHASE & COJPM5.502.462 $+111.275 $
+2,1 %
5.391.187 $+5.391.187 $
ALPHA PRO TECH LTDAPT4.650.323 $+1.203.467 $
+34,9 %
3.446.856 $+3.446.856 $
RAYMOND JAMES FINANCIAL INCRJF2.794.740 $+306.700 $
+12,3 %
2.488.040 $+2.488.040 $
Eaton Corp plcETN1.849.269 $+134.455 $
+7,8 %
1.714.814 $+1.714.814 $
GOLDMAN SACHS GROUP INCGS1.522.644 $-192.325 $
-11,2 %
1.714.969 $+1.714.969 $
Walmart Inc.WMT1.658.234 $+241.564 $
+17,1 %
1.416.670 $+1.416.670 $
MORGAN STANLEYMS1.282.140 $-354.234 $
-21,6 %
1.636.374 $+1.636.374 $
ISHARES GOLD TRUSTIAU1.588.253 $+1.588.253 $
Palo Alto Networks IncPANW1.573.068 $+401.642 $
+34,3 %
1.171.426 $+1.171.426 $
ELI LILLY & CoLLY1.471.237 $+447.291 $
+43,7 %
1.023.946 $+1.023.946 $
BlackRock, Inc.BLK1.441.616 $+934.503 $
+184,3 %
507.113 $+507.113 $
EXXON MOBIL CORPXOM1.434.605 $+137.760 $
+10,6 %
1.296.845 $+1.296.845 $
NETFLIX INCNFLX1.100.274 $+143.536 $
+15,0 %
956.738 $+956.738 $
RTX CorpRTX963.127 $+134.981 $
+16,3 %
828.146 $+828.146 $
CATERPILLAR INCCAT955.728 $+154.978 $
+19,4 %
800.750 $+800.750 $
Medtronic plcMDT785.771 $+39.375 $
+5,3 %
746.396 $+746.396 $
AbbVie Inc.ABBV677.635 $-16.545 $
-2,4 %
694.180 $+694.180 $
Phillips 66PSX656.010 $-35.460 $
-5,1 %
691.470 $+691.470 $
Vertiv Holdings CoVRT671.855 $+220.029 $
+48,7 %
451.826 $+451.826 $
FREEPORT-MCMORAN INCFCX290.396 $-354.111 $
-54,9 %
644.507 $+644.507 $
ORACLE CORPORCL432.869 $-179.324 $
-29,3 %
612.193 $+612.193 $
AMGEN INCAMGN603.591 $+238.970 $
+65,5 %
364.621 $+364.621 $
LINDE PLCLIN394.837 $-207.463 $
-34,4 %
602.300 $+602.300 $
SOUTHERN COSO423.493 $-159.756 $
-27,4 %
583.249 $+583.249 $
MCDONALDS CORPMCD507.346 $-22.942 $
-4,3 %
530.288 $+530.288 $
CVS HEALTH CorpCVS528.141 $+28.682 $
+5,7 %
499.459 $+499.459 $
BERKSHIRE HATHAWAY INCBRK-B516.724 $+14.989 $
+3,0 %
501.735 $+501.735 $
NEXTERA ENERGY INCNEE512.087 $+33.675 $
+7,0 %
478.412 $+478.412 $
EQUINIX INCEQIX502.601 $+2.894 $
+0,6 %
499.707 $+499.707 $
PROCTER & GAMBLE CoPG390.318 $-89.581 $
-18,7 %
479.899 $+479.899 $
BOEING COBA479.184 $+83.783 $
+21,2 %
395.401 $+395.401 $
PALATIN TECHNOLOGIES INCPTNT438.509 $+16.389 $
+3,9 %
422.120 $+422.120 $
Zoetis Inc.ZTS424.517 $+424.517 $
CHEVRON CORPCVX371.253 $-52.075 $
-12,3 %
423.328 $+423.328 $
Constellation Energy CorpCEG420.439 $+420.439 $
Sandisk CorpSNDK403.546 $+188.010 $
+87,2 %
215.536 $+215.536 $
AMERICAN EXPRESS COAXP389.102 $+89.608 $
+29,9 %
299.494 $+299.494 $
JOHNSON & JOHNSONJNJ387.274 $+92.151 $
+31,2 %
295.123 $+295.123 $
SPS COMMERCE INCSPSC382.439 $+382.439 $
WESTERN DIGITAL CORPWDC249.212 $+249.212 $
CAMECO CORPCCJ229.091 $+229.091 $
LAM RESEARCH CORPLRCX223.359 $+223.359 $
INTUITIVE SURGICAL INCISRG210.686 $+210.686 $
Mastercard IncMA209.322 $+209.322 $
165.936.119 $+22.593.240 $
+13,1 %
143.552.201 $+143.552.201 $
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