Investments: OakTrust Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: OakTrust Wealth Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
80.953.002 $+215.219 $
+91,6 %
80.374.166 $+23.177.788 $
+254,6 %
SPDR SER TR22.279.076 $+10.059.462 $
+82,3 %
21.652.311 $+21.652.311 $
J P MORGAN EXCHANGE TRADED F12.219.614 $+11.251.938 $
+1.162,8 %
12.597.033 $+11.909.371 $
+1.731,9 %
WisdomTree, Inc.WT4.765.074 $-1.330.729 $
-21,8 %
6.095.803 $+6.095.803 $
FIDELITY MERRIMACK STR TR5.919.805 $+2.717.733 $
+84,9 %
5.630.469 $+4.644.940 $
+471,3 %
INVESCO EXCHANGE TRADED FD T5.521.185 $+4.766.222 $
+631,3 %
5.689.835 $+5.310.445 $
+1.399,7 %
World Gold TrustGLDM5.177.898 $-210.954 $
-3,9 %
5.388.852 $+5.388.852 $
PACER FDS TR4.276.442 $+3.975.344 $
+1.320,3 %
3.979.628 $-8.617.405 $
-68,4 %
FIRST TR EXCHANGE-TRADED FD3.202.072 $+2.700.974 $
+539,0 %
2.929.411 $-2.701.058 $
-48,0 %
Capital Group Dividend Value ETF1.888.831 $+927.467 $
+96,5 %
961.364 $+961.364 $
iSHARES TRUST1.506.206 $+194.627 $
+14,8 %
1.311.579 $+1.311.579 $
Grayscale Bitcoin Trust ETFGBTC982.761 $-290.581 $
-22,8 %
1.273.342 $+1.273.342 $
EXXON MOBIL CORPXOM1.241.139 $+356.454 $
+40,3 %
884.685 $+884.685 $
VANGUARD SPECIALIZED FUNDS1.199.174 $+798.006 $
+198,9 %
1.225.493 $+440.990 $
+56,2 %
CAPITAL GROUP CORE BALANCED483.389 $-5.436.416 $
-91,8 %
985.529 $-20.666.782 $
-95,4 %
SELECT SECTOR SPDR TR967.676 $-3.308.766 $
-77,4 %
784.503 $-3.195.125 $
-80,3 %
ISHARES TR754.963 $-21.524.113 $
-96,6 %
687.662 $+467.318 $
+212,1 %
MICROSOFT CORPMSFT576.220 $-92.743 $
-13,9 %
668.963 $+668.963 $
SSGA Active Trust598.119 $+139.199 $
+30,3 %
458.920 $+458.920 $
VANGUARD GROUP INC538.594 $+5.283 $
+1,0 %
533.311 $+533.311 $
Apple Inc.AAPL478.373 $-47.044 $
-9,0 %
525.417 $+525.417 $
FIRST TR MORNINGSTAR DIVID L501.098 $+183.376 $
+57,7 %
434.770 $-2.494.641 $
-85,2 %
JPMORGAN CHASE & COJPM424.487 $-40.616 $
-8,7 %
465.103 $+465.103 $
iShares Bitcoin Trust ETFIBIT355.617 $-80.013 $
-18,4 %
435.630 $+435.630 $
GLOBAL X FDS401.168 $-5.120.017 $
-92,7 %
379.390 $-55.380 $
-12,7 %
FIRST TRUST PORTFOLIOS LP394.229 $+4.138 $
+1,1 %
390.091 $+390.091 $
GOLDMAN SACHS GROUP INCGS334.167 $-14.796 $
-4,2 %
348.963 $+348.963 $
AMERICAN EXPRESS COAXP270.114 $-62.471 $
-18,8 %
332.585 $+332.585 $
VANGUARD WHITEHALL FDS317.722 $-881.452 $
-73,5 %
301.098 $-924.395 $
-75,4 %
CHEVRON CORPCVX292.970 $+292.970 $
RTX CorpRTX285.685 $+14.070 $
+5,2 %
271.615 $+271.615 $
HOME DEPOT, INC.HD272.370 $-11.898 $
-4,2 %
284.268 $+284.268 $
INTERNATIONAL BUSINESS MACHINES CORPIBM221.853 $-55.763 $
-20,1 %
277.616 $+277.616 $
VISA INC.V211.870 $-61.354 $
-22,5 %
273.224 $+273.224 $
CME GROUP INC.CME212.358 $-53.622 $
-20,2 %
265.980 $+265.980 $
CATERPILLAR INCCAT264.255 $+4.172 $
+1,6 %
260.083 $+260.083 $
SPDR GOLD TRUSTGLD252.150 $+19.912 $
+8,6 %
232.238 $+232.238 $
Global X Funds233.239 $+1.974 $
+0,9 %
231.265 $+231.265 $
TJX COMPANIES INC /DE/TJX222.782 $+7.420 $
+3,4 %
215.362 $+215.362 $
INVESCO EXCH TRADED FD TR II220.344 $-5.469.491 $
-96,1 %
Walmart Inc.WMT217.976 $+217.976 $
MCDONALDS CORPMCD211.337 $+3.508 $
+1,7 %
207.829 $+207.829 $
BERKSHIRE HATHAWAY INCBRK-B201.264 $-9.849 $
-4,7 %
211.113 $+211.113 $
AMGEN INCAMGN201.610 $+201.610 $
Concrete Pumping Holdings, Inc.BBCP76.070 $+4.581 $
+6,4 %
71.489 $+71.489 $
80.953.002 $+215.219 $
+91,6 %
80.374.166 $+23.177.788 $
+254,6 %
Erweitert ×