Investments: WESPAC Advisors SoCal, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: WESPAC Advisors SoCal, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
481.260.002 $+79.629.001 $
+45,2 %
76404.088.043 $+12.470.987 $
+26,8 %
72425.701.720 $+837.641 $
+7,9 %
70429.223.790 $-2.248.491 $
+25,4 %
70
ISHARES TR→ 013.188.108 $+6.737.723 $
+104,5 %
113.726.916 $+10.928.224 $
+390,5 %
131.848.047 $+17.330.871 $
+119,4 %
142.503.500 $+2.659.330 $
+6,7 %
1
SELECT SECTOR SPDR TRUST→ 039.365.941 $+2.390.619 $
+6,5 %
136.975.322 $+3.347.112 $
+10,0 %
133.628.210 $+1.866.600 $
+5,9 %
131.761.610 $-1.186.228 $
-3,6 %
1
Janus Detroit Street Trust→ 024.536.214 $+8.599.092 $
+54,0 %
115.937.122 $+2.048.194 $
+14,7 %
113.888.928 $+315.715 $
+2,3 %
113.573.213 $+646.215 $
+5,0 %
1
Alphabet Inc.GOOGL→ 0Stark22.571.809 $+2.497.044 $
+12,4 %
120.074.765 $-3.176.277 $
-13,7 %
123.251.042 $+5.188.151 $
+28,7 %
118.062.891 $+4.609.478 $
+34,3 %
1
iSHARES TRUST→ 022.138.932 $+1.632.395 $
+8,0 %
120.506.537 $-1.447.802 $
-6,6 %
121.954.339 $+689.738 $
+3,2 %
121.264.601 $-1.902.937 $
-8,2 %
1
Broadcom Inc.AVGO→ 0Neutral22.105.852 $+2.954.516 $
+15,4 %
119.151.336 $-2.822.793 $
-12,8 %
121.974.129 $+1.102.576 $
+5,3 %
120.871.553 $+3.936.721 $
+23,2 %
1
Ancora Advisors LLC→ 019.806.883 $+3.149.237 $
+18,9 %
116.657.646 $+8.610.693 $
+107,0 %
18.046.953 $+4.989.547 $
+163,2 %
13.057.406 $+84.344 $
+2,8 %
1
Apple Inc.AAPL→ 0Neutral19.403.950 $+1.971.151 $
+11,3 %
117.432.799 $-2.112.501 $
-10,8 %
119.545.300 $+2.122.398 $
+12,2 %
117.422.902 $+3.017.297 $
+20,9 %
1
MICROSOFT CORPMSFT→ 0Neutral15.016.053 $+542.157 $
+3,7 %
114.473.896 $-4.094.240 $
-22,0 %
118.568.136 $-581.262 $
-3,0 %
119.149.398 $+523.842 $
+2,8 %
1
SPDR SERIES TRUST→ 018.524.873 $+2.450.446 $
+15,2 %
116.074.427 $+389.083 $
+2,5 %
115.685.344 $+2.096.521 $
+15,4 %
113.588.823 $+1.188.480 $
+9,6 %
1
Walmart Inc.WMT→ 0Stark16.745.045 $-1.504.150 $
-8,2 %
118.249.195 $+1.563.102 $
+9,4 %
116.686.093 $+1.197.314 $
+7,7 %
115.488.779 $+365.115 $
+2,4 %
1
MICRON TECHNOLOGY INCMU→ 0Stark16.884.963 $+13.395.751 $
+383,9 %
13.489.212 $+3.489.212 $1
NVIDIA CORPNVDA→ 0Neutral14.531.014 $+3.653.293 $
+33,6 %
110.877.721 $-1.378.920 $
-11,3 %
112.256.641 $+707.029 $
+6,1 %
111.549.612 $+755.644 $
+7,0 %
1
FIRST TR EXCHANGE-TRADED FD→ 03.064.757 $-10.123.351 $
-76,8 %
12.798.692 $-3.217.260 $
-53,5 %
114.517.176 $+210.882 $
+1,5 %
114.306.294 $+13.337.627 $
+1.376,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral13.741.125 $+1.769.644 $
+14,8 %
111.971.481 $-503.295 $
-4,0 %
112.474.776 $+326.928 $
+2,7 %
112.147.848 $+627.404 $
+5,4 %
1
AMAZON COM INCAMZN→ 0Neutral13.543.313 $+2.000.469 $
+17,3 %
111.542.844 $-989.182 $
-7,9 %
112.532.026 $+1.141.283 $
+10,0 %
111.390.743 $-197.327 $
-1,7 %
1
T-Mobile US, Inc.TMUS→ 0Neutral7.278.427 $-5.938.924 $
-44,9 %
113.217.351 $-375.620 $
-2,8 %
1
WELLTOWER INC.WELL→ 0Neutral12.493.522 $+1.831.867 $
+17,2 %
110.661.655 $+801.572 $
+8,1 %
19.860.083 $+419.660 $
+4,4 %
19.440.423 $+1.152.992 $
+13,9 %
1
EMCOR Group, Inc.EME→ 0Stark11.904.759 $+1.611.895 $
+15,7 %
110.292.864 $+1.864.193 $
+22,1 %
18.428.671 $-308.964 $
-3,5 %
18.737.635 $+1.296.780 $
+17,4 %
1
Eaton Corp plcETN→ 0Neutral10.143.952 $+2.151.075 $
+26,9 %
17.992.877 $+1.678.511 $
+26,6 %
16.314.366 $-125.108 $
-1,9 %
16.439.474 $+127.891 $
+2,0 %
1
ORACLE CORPORCL→ 0Neutral5.329.920 $+266.745 $
+5,3 %
15.063.175 $-1.053.478 $
-17,2 %
16.116.653 $-3.151.470 $
-34,0 %
19.268.123 $+2.354.605 $
+34,1 %
1
GENERAL DYNAMICS CORPGD→ 0Stark8.166.814 $+621.091 $
+8,2 %
17.545.723 $+392.794 $
+5,5 %
17.152.929 $-57.990 $
-0,8 %
17.210.919 $+918.646 $
+14,6 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral7.865.202 $+1.624.670 $
+26,0 %
16.240.532 $+450.227 $
+7,8 %
15.790.305 $+675.190 $
+13,2 %
15.115.115 $+733.435 $
+16,7 %
1
Constellation Energy CorpCEG→ 0Neutral6.737.260 $-972.716 $
-12,6 %
17.709.976 $+507.041 $
+7,0 %
17.202.935 $+559.285 $
+8,4 %
16.643.650 $+228.472 $
+3,6 %
1
PROCTER & GAMBLE CoPG→ 0Neutral6.471.896 $+165.610 $
+2,6 %
16.306.286 $+239.796 $
+4,0 %
16.066.490 $-1.137.555 $
-15,8 %
17.204.045 $-860.255 $
-10,7 %
1
COCA COLA COKO→ 0Stark7.167.364 $+404.799 $
+6,0 %
16.762.565 $+490.267 $
+7,8 %
16.272.298 $+362.503 $
+6,1 %
15.909.795 $-561.485 $
-8,7 %
1
JAMES INVESTMENT RESEARCH, INC.→ 06.348.374 $+1.484.514 $
+30,5 %
14.863.860 $-1.316.984 $
-21,3 %
16.180.844 $-545.879 $
-8,1 %
16.726.723 $-142.053 $
-2,1 %
1
VANECK FDS→ 06.450.385 $+5.378.240 $
+501,6 %
16.015.952 $+4.807.418 $
+397,8 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark6.393.536 $+1.965.189 $
+44,4 %
14.428.347 $+377.020 $
+9,3 %
14.051.327 $+497.765 $
+14,0 %
13.553.562 $+668.859 $
+23,2 %
1
GE Vernova Inc.GEV→ 0Sehr stark6.051.766 $+1.423.614 $
+30,8 %
14.628.152 $+560.306 $
+13,8 %
14.067.846 $+428.228 $
+11,8 %
13.639.618 $+493.800 $
+15,7 %
1
ISHARES GOLD TRUSTIAU→ 05.747.746 $+535.374 $
+10,3 %
15.212.372 $+4.725.596 $
+970,8 %
1486.776 $+36.839 $
+8,2 %
1449.937 $+39.795 $
+9,7 %
1
Palantir Technologies Inc.PLTR→ 0Neutral3.786.992 $-797.862 $
-17,4 %
14.584.854 $-720.984 $
-13,6 %
15.305.838 $+20.401 $
+0,4 %
15.285.437 $+1.489.061 $
+39,2 %
1
NETFLIX INCNFLX→ 0Stark2.958.745 $-1.052.825 $
-26,2 %
14.011.570 $+408.467 $
+11,3 %
13.603.103 $-927.616 $
-20,5 %
14.530.719 $-395.940 $
-8,0 %
1
VISA INC.V→ 0Neutral4.191.826 $+661.106 $
+18,7 %
13.530.720 $-681.244 $
-16,2 %
14.211.964 $+525.127 $
+14,2 %
13.686.837 $+32.028 $
+0,9 %
1
COZAD ASSET MANAGEMENT INC→ 04.134.507 $+546.679 $
+15,2 %
13.587.828 $+168.236 $
+4,9 %
13.419.592 $+43.941 $
+1,3 %
13.375.651 $-939.447 $
-21,8 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral3.894.303 $+1.957.479 $
+101,1 %
11.936.824 $-444.946 $
-18,7 %
12.381.770 $-179.975 $
-7,0 %
12.561.745 $-72.916 $
-2,8 %
1
Tesla, Inc.TSLA→ 0Neutral3.861.949 $+2.955.622 $
+326,1 %
1906.327 $-215.275 $
-19,2 %
11.121.602 $+60.500 $
+5,7 %
11.061.102 $+296.812 $
+38,8 %
1
ServiceNow, Inc.NOW→ 0Neutral418.409 $-2.365.360 $
-85,0 %
12.783.769 $-1.046.436 $
-27,3 %
13.830.205 $-483.619 $
-11,2 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 03.724.113 $+3.724.113 $1
Arthur J. Gallagher & Co.AJG→ 0Neutral3.563.346 $+59.603 $
+1,7 %
1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 02.331.738 $-621.649 $
-21,0 %
12.953.387 $-401.230 $
-12,0 %
13.354.617 $-131.868 $
-3,8 %
13.486.485 $-1.356.715 $
-28,0 %
1
Vertiv Holdings CoVRT→ 0Stark3.071.639 $+993.579 $
+47,8 %
12.078.060 $+2.078.060 $1
Meta Platforms, Inc.META→ 0Neutral2.800.922 $+158.014 $
+6,0 %
12.642.908 $-278.944 $
-9,5 %
12.921.852 $-134.961 $
-4,4 %
13.056.813 $+71.655 $
+2,4 %
1
AXON ENTERPRISE, INC.AXON→ 0Sehr schwach2.997.582 $+812.977 $
+37,2 %
12.184.605 $+54.300 $
+2,5 %
12.130.305 $-479.752 $
-18,4 %
12.610.057 $-386.258 $
-12,9 %
1
Robinhood Markets, Inc.HOOD→ 0Schwach2.860.587 $+963.084 $
+50,8 %
11.897.503 $-410.868 $
-17,8 %
12.308.371 $-369.668 $
-13,8 %
12.678.039 $+964.797 $
+56,3 %
1
Arista Networks, Inc.ANET→ 0Neutral2.829.351 $+879.850 $
+45,1 %
11.949.501 $+130.149 $
+7,2 %
11.819.352 $+744.449 $
+69,3 %
11.074.903 $+1.074.903 $1
GENERAL ELECTRIC COGE→ 0Neutral2.755.138 $+774.140 $
+39,1 %
11.980.998 $-227.885 $
-10,3 %
12.208.883 $+151.274 $
+7,4 %
12.057.609 $+2.057.609 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach2.335.730 $+337.709 $
+16,9 %
11.998.021 $-618.106 $
-23,6 %
12.616.127 $+409.071 $
+18,5 %
12.207.056 $-9.984 $
-0,5 %
1
ARGENX SEARGX→ 02.489.207 $+663.582 $
+36,3 %
11.825.625 $+43.652 $
+2,4 %
11.781.973 $+545.822 $
+44,2 %
11.236.151 $+412.077 $
+50,0 %
1
ROCKWELL AUTOMATION, INCROK→ 0Neutral2.410.115 $+879.086 $
+57,4 %
11.531.029 $+135.384 $
+9,7 %
11.395.645 $+218.382 $
+18,5 %
11.177.263 $+80.062 $
+7,3 %
1
HOLLENCREST CAPITAL MANAGEMENT→ 01.080.056 $+145.965 $
+15,6 %
1934.091 $-1.394.336 $
-59,9 %
12.328.427 $+302.553 $
+14,9 %
12.025.874 $+685.434 $
+51,1 %
1
Ferrari N.V.RACE→ 01.282.398 $-961.777 $
-42,9 %
12.244.175 $-30.438 $
-1,3 %
1
CITIGROUP INCC→ 0Neutral2.190.925 $-50.223 $
-2,2 %
12.241.148 $+514.227 $
+29,8 %
11.726.921 $+298.522 $
+20,9 %
1
INTEL CORPINTC→ 0Neutral2.220.117 $+1.712.445 $
+337,3 %
1507.672 $+507.672 $1
Vistra Corp.VST→ 0Schwach2.159.145 $+321.796 $
+17,5 %
11.837.349 $+292.776 $
+19,0 %
11.544.573 $-185.009 $
-10,7 %
11.729.582 $+35.683 $
+2,1 %
1
HUBBELL INCHUBB→ 0Stark2.156.107 $+183.823 $
+9,3 %
11.972.284 $+697.244 $
+54,7 %
11.275.040 $+247.460 $
+24,1 %
11.027.580 $+55.973 $
+5,8 %
1
AGNC Investment Corp.AGNC→ 0Stark1.938.772 $+1.070.856 $
+123,4 %
1867.916 $+867.916 $1
KKR & Co. Inc.KKR→ 0Schwach1.588.639 $+244.238 $
+18,2 %
1
MORGAN STANLEYMS→ 0Neutral1.552.749 $+385.619 $
+33,0 %
11.167.130 $+717.091 $
+159,3 %
1450.039 $+450.039 $1
BeOne Medicines Ltd.ONC→ 0Schwach1.448.218 $-14.359 $
-1,0 %
11.462.577 $+564.211 $
+62,8 %
1898.366 $-162.915 $
-15,4 %
11.061.281 $+1.061.281 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.364.558 $+1.158.483 $
+562,2 %
1206.075 $-10.441 $
-4,8 %
1216.516 $+216.516 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.298.512 $+96.199 $
+8,0 %
11.202.313 $-65.370 $
-5,2 %
11.267.683 $-9.277 $
-0,7 %
11.276.960 $+33.389 $
+2,7 %
1
Blackstone Inc.BX→ 0Neutral1.261.439 $+95.864 $
+8,2 %
1
Spotify Technology S.A.SPOT→ 0Schwach1.013.920 $-230.614 $
-18,5 %
11.244.534 $+152.609 $
+14,0 %
1
VANGUARD CALIF TAX FREE FDS→ 0503.402 $-2.561.355 $
-83,6 %
11.072.145 $-12.654.771 $
-92,2 %
11.208.534 $-30.639.513 $
-96,2 %
1968.667 $-41.534.833 $
-97,7 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.192.968 $+136.729 $
+12,9 %
11.056.239 $-118.322 $
-10,1 %
11.174.561 $+301.023 $
+34,5 %
1873.538 $+92.416 $
+11,8 %
1
SEGALL BRYANT & HAMILL, LLC→ 01.147.765 $+28.981 $
+2,6 %
11.118.784 $+1.118.784 $1
ELI LILLY & CoLLY→ 0Neutral1.029.111 $+410.106 $
+66,3 %
1619.005 $-106.404 $
-14,7 %
1725.409 $+219.540 $
+43,4 %
1505.869 $-46.818 $
-8,5 %
1
FIRST TRUST EXCHANGE-TRADED FUND III→ 0377.605 $-346.016 $
-47,8 %
1723.621 $-186.588 $
-20,5 %
1910.209 $+164.662 $
+22,1 %
1745.547 $+745.547 $1
Marvell Technology, Inc.MRVL→ 0Neutral853.753 $+853.753 $1
Invesco Ltd.IVZ→ 0Sehr stark837.305 $-82.193 $
-8,9 %
1
Rocket Lab CorpRKLB→ 0Sehr schwach793.277 $+793.277 $1
SCHWAB CHARLES CORPSCHW→ 0Neutral542.179 $-3.375 $
-0,6 %
1545.554 $-34.424 $
-5,9 %
1579.978 $+25.775 $
+4,7 %
1554.203 $+24.555 $
+4,6 %
1
EXXON MOBIL CORPXOM→ 0Stark428.777 $-102.457 $
-19,3 %
1531.234 $+154.429 $
+41,0 %
1376.805 $+23.766 $
+6,7 %
1353.039 $+15.499 $
+4,6 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral316.156 $-48.026 $
-13,2 %
1364.182 $-83.242 $
-18,6 %
1447.424 $+89.193 $
+24,9 %
1358.231 $-77.040 $
-17,7 %
1
CGI INCGIB→ 0277.651 $-36.679 $
-11,7 %
1314.330 $-82.560 $
-20,8 %
1396.890 $+13.631 $
+3,6 %
1383.259 $-67.510 $
-15,0 %
1
VANGUARD WORLD FUND→ 0395.850 $+106.994 $
+37,0 %
1288.856 $+27.294 $
+10,4 %
1261.562 $+2.481 $
+1,0 %
1259.081 $+54.791 $
+26,8 %
1
Global X Funds→ 0389.769 $+135.625 $
+53,4 %
1254.144 $+254.144 $1
Invesco Exchange-Traded Self-Indexed Fund Trust→ 0378.684 $+46.521 $
+14,0 %
1332.163 $-5.580 $
-1,7 %
1337.743 $+4.806 $
+1,4 %
1332.937 $-10.565 $
-3,1 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark301.221 $-18.633 $
-5,8 %
1319.854 $+43.043 $
+15,5 %
1276.811 $+76.669 $
+38,3 %
1
SCHWAB STRATEGIC TRUST→ 0287.768 $+9.347 $
+3,4 %
1278.421 $-31.154 $
-10,1 %
1309.575 $+61.827 $
+25,0 %
1247.748 $+7.260 $
+3,0 %
1
FIRST TRUST EXCHANGE-TRADED FUND IV→ 0297.440 $+297.440 $1
Unity Software Inc.U→ 0Schwach256.849 $+16.609 $
+6,9 %
1240.240 $+240.240 $1
CHEVRON CORPCVX→ 0Sehr stark238.763 $+238.763 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral208.005 $-21.360 $
-9,3 %
1229.365 $+229.365 $1
iShares Silver TrustSLV→ 0228.905 $+228.905 $1
Duke Energy CORPDUK→ 0Neutral215.710 $+215.710 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark202.180 $-1.676.990 $
-89,2 %
1
HOME DEPOT, INC.HD→ 0Neutral200.042 $+200.042 $1
481.260.002 $+79.629.001 $
+45,2 %
76404.088.043 $+12.470.987 $
+26,8 %
72425.701.720 $+837.641 $
+7,9 %
70429.223.790 $-2.248.491 $
+25,4 %
70
Erweitert ×