Investments: SECURED RETIREMENT 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
166.768.081 $+152.015 $
+7,0 %
166.616.066 $+166.616.066 $
BANK OF AMERICA CORP /DE/BAC71.744.777 $-2.976.931 $
-4,0 %
74.721.708 $+74.721.708 $
MORGAN STANLEYMS7.324.350 $-915.638 $
-11,1 %
8.239.988 $+8.239.988 $
NVIDIA CORPNVDA7.397.371 $+77.820 $
+1,1 %
7.319.551 $+7.319.551 $
MICROSOFT CORPMSFT7.006.039 $-302.978 $
-4,1 %
7.309.017 $+7.309.017 $
APPFOLIO INCAPPF6.861.391 $+560.273 $
+8,9 %
6.301.118 $+6.301.118 $
ALPHA PRO TECH LTDAPT4.390.751 $+891.629 $
+25,5 %
3.499.122 $+3.499.122 $
AMAZON COM INCAMZN3.813.146 $+150.060 $
+4,1 %
3.663.086 $+3.663.086 $
CONSOLIDATED EDISON INCED3.340.526 $+115.574 $
+3,6 %
3.224.952 $+3.224.952 $
COLGATE PALMOLIVE COCL2.894.463 $+119.793 $
+4,3 %
2.774.670 $+2.774.670 $
JPMORGAN CHASE & COJPM2.700.922 $+194.390 $
+7,8 %
2.506.532 $+2.506.532 $
BERKSHIRE HATHAWAY INCBRK-B2.540.896 $+36.245 $
+1,4 %
2.504.651 $+2.504.651 $
Bank of New York Mellon CorpBK2.320.749 $+225.128 $
+10,7 %
2.095.621 $+2.095.621 $
EXXON MOBIL CORPXOM2.277.507 $+264.956 $
+13,2 %
2.012.551 $+2.012.551 $
ORACLE CORPORCL1.514.263 $-752.250 $
-33,2 %
2.266.513 $+2.266.513 $
Mastercard IncMA2.111.890 $+94.178 $
+4,7 %
2.017.712 $+2.017.712 $
ELI LILLY & CoLLY1.983.917 $+689.867 $
+53,3 %
1.294.050 $+1.294.050 $
Walmart Inc.WMT1.972.558 $+221.528 $
+12,7 %
1.751.030 $+1.751.030 $
CITIGROUP INCC1.896.732 $+306.085 $
+19,2 %
1.590.647 $+1.590.647 $
CATERPILLAR INCCAT1.463.683 $-348.500 $
-19,2 %
1.812.183 $+1.812.183 $
YUM BRANDS INCYUM1.684.511 $+99.915 $
+6,3 %
1.584.596 $+1.584.596 $
RAYMOND JAMES FINANCIAL INCRJF1.363.742 $-259.412 $
-16,0 %
1.623.154 $+1.623.154 $
CHEVRON CORPCVX1.528.438 $+38.969 $
+2,6 %
1.489.469 $+1.489.469 $
LOCKHEED MARTIN CORPLMT1.512.985 $+1.111.075 $
+276,4 %
401.910 $+401.910 $
BOEING COBA1.498.345 $+254.733 $
+20,5 %
1.243.612 $+1.243.612 $
POOL CORPPOOL1.339.337 $-143.124 $
-9,7 %
1.482.461 $+1.482.461 $
Sony Group CorpSONY1.207.347 $-273.179 $
-18,5 %
1.480.526 $+1.480.526 $
RTX CorpRTX1.448.748 $+177.371 $
+14,0 %
1.271.377 $+1.271.377 $
Trane Technologies plcTT1.353.248 $-31.625 $
-2,3 %
1.384.873 $+1.384.873 $
BARCLAYS PLCBCS1.225.497 $-137.291 $
-10,1 %
1.362.788 $+1.362.788 $
TEREX CORPTEX1.204.840 $-13.586 $
-1,1 %
1.218.426 $+1.218.426 $
Parker-Hannifin CorpPH1.185.717 $+57.590 $
+5,1 %
1.128.127 $+1.128.127 $
DEERE & CODE1.047.532 $-16.055 $
-1,5 %
1.063.587 $+1.063.587 $
TRUIST FINANCIAL CORPTFC742.679 $-218.761 $
-22,8 %
961.440 $+961.440 $
TE Connectivity plcTEL913.225 $-33.388 $
-3,5 %
946.613 $+946.613 $
COMCAST CORPCMCSA942.294 $+6.747 $
+0,7 %
935.547 $+935.547 $
GOLDMAN SACHS GROUP INCGS818.899 $-93.314 $
-10,2 %
912.213 $+912.213 $
Zoetis Inc.ZTS844.252 $+844.252 $
Palo Alto Networks IncPANW754.483 $-65.291 $
-8,0 %
819.774 $+819.774 $
TEXTRON INCTXT771.716 $-23.757 $
-3,0 %
795.473 $+795.473 $
SCHWAB CHARLES CORPSCHW684.325 $+39.158 $
+6,1 %
645.167 $+645.167 $
Hewlett Packard Enterprise CoHPE640.301 $-42.663 $
-6,2 %
682.964 $+682.964 $
ADVANCED MICRO DEVICES INCAMD646.763 $+145.052 $
+28,9 %
501.711 $+501.711 $
UNITEDHEALTH GROUP INCUNH606.974 $-11.970 $
-1,9 %
618.944 $+618.944 $
CINTAS CORPCTAS616.895 $+2.552 $
+0,4 %
614.343 $+614.343 $
PALATIN TECHNOLOGIES INCPTNT587.286 $+13.758 $
+2,4 %
573.528 $+573.528 $
PEPSICO INCPEP531.580 $+45.114 $
+9,3 %
486.466 $+486.466 $
Orion S.A.OEC278.768 $-162.631 $
-36,8 %
441.399 $+441.399 $
VERIZON COMMUNICATIONS INCVZ411.896 $+3.979 $
+1,0 %
407.917 $+407.917 $
AbbVie Inc.ABBV385.071 $+9.236 $
+2,5 %
375.835 $+375.835 $
AMGEN INCAMGN384.326 $+48.091 $
+14,3 %
336.235 $+336.235 $
UNITED PARCEL SERVICE INCUPS353.565 $+36.563 $
+11,5 %
317.002 $+317.002 $
CONOCOPHILLIPSCOP292.999 $+32.593 $
+12,5 %
260.406 $+260.406 $
FORD MOTOR COF288.687 $+40.441 $
+16,3 %
248.246 $+248.246 $
SPS COMMERCE INCSPSC238.579 $-38.688 $
-14,0 %
277.267 $+277.267 $
COCA COLA COKO268.644 $+26.695 $
+11,0 %
241.949 $+241.949 $
REGIONS FINANCIAL CORPRF253.819 $+40.749 $
+19,1 %
213.070 $+213.070 $
FASTENAL COFAST221.064 $-23.864 $
-9,7 %
244.928 $+244.928 $
Amcor plcAMCR132.773 $+14.752 $
+12,5 %
118.021 $+118.021 $
166.768.081 $+152.015 $
+7,0 %
166.616.066 $+166.616.066 $
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