Investments: A4 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
85.488.904 $-3.466.364 $
-19,8 %
93.405.406 $+93.405.406 $
BANK OF AMERICA CORP /DE/BAC48.161.862 $-3.076.451 $
-6,0 %
51.238.313 $+51.238.313 $
BlackRock, Inc.BLK15.001.284 $+5.264.327 $
+54,1 %
9.736.957 $+9.736.957 $
NVIDIA CORPNVDA1.405.837 $-1.009.441 $
-41,8 %
2.415.278 $+2.415.278 $
MICROSOFT CORPMSFT1.347.849 $-1.038.496 $
-43,5 %
2.386.345 $+2.386.345 $
GOLDMAN SACHS GROUP INCGS2.130.009 $+1.189.731 $
+126,5 %
940.278 $+940.278 $
AMAZON COM INCAMZN997.142 $-742.950 $
-42,7 %
1.740.092 $+1.740.092 $
ALPHA PRO TECH LTDAPT1.144.115 $-557.082 $
-32,7 %
1.701.197 $+1.701.197 $
JPMORGAN CHASE & COJPM1.661.676 $+12.728 $
+0,8 %
1.648.948 $+1.648.948 $
ISHARES GOLD TRUSTIAU1.652.053 $+650.447 $
+64,9 %
1.001.606 $+1.001.606 $
APPFOLIO INCAPPF1.128.598 $-467.855 $
-29,3 %
1.596.453 $+1.596.453 $
Trane Technologies plcTT1.359.328 $-152.977 $
-10,1 %
1.512.305 $+1.512.305 $
MORGAN STANLEYMS833.485 $-258.523 $
-23,7 %
1.092.008 $+1.092.008 $
BARCLAYS PLCBCS440.127 $-533.351 $
-54,8 %
973.478 $+973.478 $
CHEVRON CORPCVX476.165 $-318.569 $
-40,1 %
794.734 $+794.734 $
UNITEDHEALTH GROUP INCUNH406.763 $-312.171 $
-43,4 %
718.934 $+718.934 $
Medtronic plcMDT404.503 $-271.505 $
-40,2 %
676.008 $+676.008 $
JOHNSON & JOHNSONJNJ219.988 $-451.199 $
-67,2 %
671.187 $+671.187 $
BERKSHIRE HATHAWAY INCBRK-B370.453 $-239.371 $
-39,3 %
609.824 $+609.824 $
MCDONALDS CORPMCD374.703 $-224.229 $
-37,4 %
598.932 $+598.932 $
Eaton Corp plcETN332.206 $-266.220 $
-44,5 %
598.426 $+598.426 $
Walmart Inc.WMT373.558 $-194.914 $
-34,3 %
568.472 $+568.472 $
COCA COLA COKO383.126 $-172.945 $
-31,1 %
556.071 $+556.071 $
PROCTER & GAMBLE CoPG366.593 $-175.912 $
-32,4 %
542.505 $+542.505 $
NEXTERA ENERGY INCNEE541.203 $+541.203 $
STARBUCKS CORPSBUX354.440 $-160.182 $
-31,1 %
514.622 $+514.622 $
Palo Alto Networks IncPANW215.330 $-251.774 $
-53,9 %
467.104 $+467.104 $
NETFLIX INCNFLX223.805 $-195.817 $
-46,7 %
419.622 $+419.622 $
LAM RESEARCH CORPLRCX237.427 $-179.270 $
-43,0 %
416.697 $+416.697 $
ORACLE CORPORCL410.379 $+410.379 $
RTX CorpRTX341.469 $-59.241 $
-14,8 %
400.710 $+400.710 $
TARGET CORPTGT375.947 $+70.608 $
+23,1 %
305.339 $+305.339 $
AT&T INC.T362.674 $+362.674 $
AbbVie Inc.ABBV264.380 $-97.254 $
-26,9 %
361.634 $+361.634 $
Peakstone Realty TrustPKST279.379 $-60.374 $
-17,8 %
339.753 $+339.753 $
WELLTOWER INC.WELL335.438 $+335.438 $
Duke Energy CORPDUK304.425 $-6.839 $
-2,2 %
311.264 $+311.264 $
ALLSTATE CORPALL217.309 $-87.709 $
-28,8 %
305.018 $+305.018 $
EXXON MOBIL CORPXOM247.389 $-54.578 $
-18,1 %
301.967 $+301.967 $
CONOCOPHILLIPSCOP291.835 $+291.835 $
AMGEN INCAMGN259.973 $-26.728 $
-9,3 %
286.701 $+286.701 $
BOSTON SCIENTIFIC CORPBSX280.882 $+280.882 $
Walt Disney CoDIS270.106 $+270.106 $
MOSAIC COMOS269.880 $+269.880 $
CITIGROUP INCC267.337 $+267.337 $
SYNOPSYS INCSNPS262.977 $+262.977 $
ASTRAZENECA PLCAZN262.828 $+262.828 $
EQUINIX INCEQIX256.903 $+256.903 $
Avery Dennison CorpAVY244.877 $+244.877 $
BALL CorpBALL243.624 $+243.624 $
ASML HOLDING NVASML235.369 $+235.369 $
Accenture plcACN232.325 $+232.325 $
DEXCOM INCDXCM224.749 $+224.749 $
INSULET CORPPODD222.286 $+222.286 $
UNITED PARCEL SERVICE INCUPS215.540 $+215.540 $
AGNICO EAGLE MINES LTDAEM215.134 $+8.648 $
+4,2 %
206.486 $+206.486 $
85.488.904 $-3.466.364 $
-19,8 %
93.405.406 $+93.405.406 $
Erweitert ×