Investments: MFA WEALTH ADVISORS, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: MFA WEALTH ADVISORS, 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
404.787.396 $+50.904.054 $
+42,3 %
73364.136.543 $+26.140.799 $
+18,0 %
66339.554.943 $+13.089.659 $
-3,0 %
64328.676.902 $-20.678.535 $
+3,8 %
70
SCHWAB STRATEGIC TRUST→ 070.213.068 $+5.288.918 $
+8,1 %
164.924.150 $+4.614.851 $
+7,7 %
160.309.299 $+3.361.535 $
+5,9 %
156.947.764 $-12.274.497 $
-17,7 %
1
iSHARES TRUST→ 066.217.183 $+9.291.945 $
+16,3 %
156.925.238 $+5.598.811 $
+10,9 %
151.326.427 $+3.195.575 $
+6,6 %
148.130.852 $+4.273.446 $
+9,7 %
1
SPDR SERIES TRUST→ 051.461.739 $+26.830.922 $
+108,9 %
124.630.817 $+2.113.310 $
+9,4 %
122.517.507 $+1.284.869 $
+6,1 %
121.232.638 $+754.096 $
+3,7 %
1
ISHARES TR→ 021.818.903 $-17.440.953 $
-44,4 %
139.259.856 $+6.394.080 $
+19,5 %
132.865.776 $+2.134.117 $
+6,9 %
130.731.659 $+558.752 $
+1,9 %
1
JAMES INVESTMENT RESEARCH, INC.→ 023.450.406 $+5.192.165 $
+28,4 %
118.258.241 $+2.935.054 $
+19,2 %
115.323.187 $+461.253 $
+3,1 %
114.861.934 $+1.253.529 $
+9,2 %
1
FIDELITY COVINGTON TRUST→ 016.434.406 $+2.287.770 $
+16,2 %
114.146.636 $+1.082.634 $
+8,3 %
113.064.002 $+784.123 $
+6,4 %
112.279.879 $+1.248.805 $
+11,3 %
1
AMERICAN EXPRESS COAXP→ 0Neutral11.857.358 $+2.608.473 $
+28,2 %
19.248.885 $-1.269.430 $
-12,1 %
110.518.315 $+1.361.462 $
+14,9 %
19.156.853 $+733.410 $
+8,7 %
1
ISHARES GOLD TRUSTIAU→ 01.746.395 $-9.633.033 $
-84,7 %
111.379.428 $+25.044 $
+0,2 %
111.354.384 $+1.418.805 $
+14,3 %
19.935.579 $+1.591.250 $
+19,1 %
1
SELECT SECTOR SPDR TRUST→ 0629.533 $-10.250.122 $
-94,2 %
110.879.655 $+85.205 $
+0,8 %
110.794.450 $+1.437.077 $
+15,4 %
19.357.373 $+689.527 $
+8,0 %
1
VANGUARD GROUP INC→ 010.160.338 $+1.843.715 $
+22,2 %
18.316.623 $+7.632.553 $
+1.115,8 %
1684.070 $+684.070 $1
NVIDIA CORPNVDA→ 0Neutral9.954.416 $+679.546 $
+7,3 %
19.274.870 $-164.005 $
-1,7 %
19.438.875 $-2.923 $
-0,0 %
19.441.798 $+1.431.147 $
+17,9 %
1
Apple Inc.AAPL→ 0Neutral9.434.849 $+832.214 $
+9,7 %
18.602.635 $-335.868 $
-3,8 %
18.938.503 $+466.222 $
+5,5 %
18.472.281 $+1.582.729 $
+23,0 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral9.108.155 $+1.089.331 $
+13,6 %
18.018.824 $+45.892 $
+0,6 %
17.972.932 $+970.370 $
+13,9 %
17.002.562 $+949.062 $
+15,7 %
1
Palo Alto Networks IncPANW→ 0Neutral8.048.413 $+4.022.938 $
+99,9 %
14.025.475 $+1.442 $
+0,0 %
14.024.033 $-203.118 $
-4,8 %
14.227.151 $+4.227.151 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0664.233 $-391.429 $
-37,1 %
11.055.662 $-3.748.242 $
-78,0 %
14.803.904 $-2.871.826 $
-37,4 %
17.675.730 $+224.729 $
+3,0 %
1
Alphabet Inc.GOOGL→ 0Stark6.892.012 $-52.102 $
-0,8 %
16.944.114 $-573.210 $
-7,6 %
17.517.324 $+1.633.362 $
+27,8 %
15.883.962 $+1.544.174 $
+35,6 %
1
EXXON MOBIL CORPXOM→ 0Stark7.443.716 $+2.298.307 $
+44,7 %
15.145.409 $+546.358 $
+11,9 %
14.599.051 $+409.495 $
+9,8 %
1
Constellation Energy CorpCEG→ 0Neutral5.916.258 $+405.745 $
+7,4 %
15.510.513 $-1.404.110 $
-20,3 %
16.914.623 $+519.758 $
+8,1 %
16.394.865 $-52.616 $
-0,8 %
1
Ancora Advisors LLC→ 06.522.061 $+1.266.230 $
+24,1 %
15.255.831 $+265.352 $
+5,3 %
14.990.479 $-226.509 $
-4,3 %
15.216.988 $+172.804 $
+3,4 %
1
Meta Platforms, Inc.META→ 0Neutral6.257.035 $+5.913.185 $
+1.719,7 %
1343.850 $-75.967 $
-18,1 %
1419.817 $-61.202 $
-12,7 %
1481.019 $+4.951 $
+1,0 %
1
MICROSOFT CORPMSFT→ 0Neutral5.707.151 $+791.062 $
+16,1 %
14.916.089 $-819.369 $
-14,3 %
15.735.458 $-199.984 $
-3,4 %
15.935.442 $+456.077 $
+8,3 %
1
BOEING COBA→ 0Neutral4.898.933 $+972.668 $
+24,8 %
13.926.265 $-80.685 $
-2,0 %
14.006.950 $+257.335 $
+6,9 %
13.749.615 $+339.514 $
+10,0 %
1
CRH PUBLIC LTD COCRH→ 0Stark4.577.674 $+4.577.674 $1
MICRON TECHNOLOGY INCMU→ 0Stark4.370.142 $+4.370.142 $1
PROSHARES TRUST→ 04.084.819 $+1.154.392 $
+39,4 %
12.930.427 $+70.912 $
+2,5 %
12.859.515 $-1.179.828 $
-29,2 %
14.039.343 $-214.894 $
-5,1 %
1
Tesla, Inc.TSLA→ 0Neutral3.483.409 $+622.421 $
+21,8 %
12.860.988 $-627.490 $
-18,0 %
13.488.478 $+5.876 $
+0,2 %
13.482.602 $+955.934 $
+37,8 %
1
COCA COLA COKO→ 0Stark3.421.960 $+453.142 $
+15,3 %
12.968.818 $+454.386 $
+18,1 %
12.514.432 $+343.460 $
+15,8 %
12.170.972 $-29.878 $
-1,4 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral3.324.548 $+1.808.384 $
+119,3 %
11.516.164 $+135.260 $
+9,8 %
11.380.904 $+406.605 $
+41,7 %
1974.299 $+974.299 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark200.061 $-3.100.805 $
-93,9 %
13.300.866 $+730.004 $
+28,4 %
12.570.862 $+120.182 $
+4,9 %
12.450.680 $+273.496 $
+12,6 %
1
RTX CorpRTX→ 0Neutral3.260.510 $+3.260.510 $1
Duke Energy CORPDUK→ 0Neutral3.123.719 $+366.562 $
+13,3 %
12.757.157 $+506.071 $
+22,5 %
12.251.086 $+48.910 $
+2,2 %
12.202.176 $+158.626 $
+7,8 %
1
MAI Capital Management→ 0330.267 $-1.374.821 $
-80,6 %
11.705.088 $-1.103.537 $
-39,3 %
12.808.625 $-49.925 $
-1,7 %
1
Invesco Ltd.IVZ→ 0Sehr stark2.431.332 $+392.361 $
+19,2 %
12.038.971 $+70.293 $
+3,6 %
11.968.678 $-232.816 $
-10,6 %
12.201.494 $+178.393 $
+8,8 %
1
COPART INCCPRT→ 0Neutral2.155.610 $+380.079 $
+21,4 %
11.775.531 $+197.624 $
+12,5 %
11.577.907 $-1.326.203 $
-45,7 %
1
VANGUARD WORLD FUND→ 01.955.456 $+479.707 $
+32,5 %
11.475.749 $-199.943 $
-11,9 %
11.675.692 $+26.483 $
+1,6 %
11.649.209 $-16.288.914 $
-90,8 %
1
KLA CORPKLAC→ 0Stark1.853.103 $+873.950 $
+89,3 %
1979.153 $+182.061 $
+22,8 %
1797.092 $-32.351 $
-3,9 %
1829.443 $+30.443 $
+3,8 %
1
Viatris IncVTRS→ 0Stark1.664.240 $+248.378 $
+17,5 %
11.415.862 $+111.090 $
+8,5 %
11.304.772 $+267.242 $
+25,8 %
11.037.530 $+101.657 $
+10,9 %
1
FEDERATED HERMES, INC.FHI→ 0Sehr stark1.543.399 $+71.774 $
+4,9 %
11.471.625 $+120.408 $
+8,9 %
11.351.217 $+3.633 $
+0,3 %
11.347.584 $+197.480 $
+17,2 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral804.355 $+56.899 $
+7,6 %
1747.456 $-626.000 $
-45,6 %
11.373.456 $+158.547 $
+13,1 %
1
AMAZON COM INCAMZN→ 0Neutral1.216.011 $+20.958 $
+1,8 %
11.195.053 $-127.315 $
-9,6 %
11.322.368 $+40.299 $
+3,1 %
11.282.069 $-18.694 $
-1,4 %
1
ERIE INDEMNITY COERIE→ 0Neutral819.226 $-74.181 $
-8,3 %
1893.407 $-160.605 $
-15,2 %
11.054.012 $-190.312 $
-15,3 %
11.244.324 $-166.071 $
-11,8 %
1
NEWMONT Corp /DE/NEM→ 0Sehr stark1.189.094 $+615.802 $
+107,4 %
1573.292 $+240.192 $
+72,1 %
1333.100 $+3.954 $
+1,2 %
1329.146 $+60.451 $
+22,5 %
1
WisdomTree, Inc.WT→ 0Stark239.611 $-144.358 $
-37,6 %
1383.969 $-461.056 $
-54,6 %
1845.025 $-315.066 $
-27,2 %
11.160.091 $-626.125 $
-35,1 %
1
BlackRock Finance, Inc.→ 0707.500 $-444.880 $
-38,6 %
11.152.380 $-11.424.969 $
-90,8 %
1
Broadcom Inc.AVGO→ 0Neutral977.239 $+178.394 $
+22,3 %
1798.845 $-94.093 $
-10,5 %
1892.938 $-156.506 $
-14,9 %
11.049.444 $+172.601 $
+19,7 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral875.683 $-17.546 $
-2,0 %
1893.229 $+12.586 $
+1,4 %
1880.643 $-20.267 $
-2,2 %
1900.910 $+40.126 $
+4,7 %
1
QUALCOMM INC/DEQCOM→ 0Neutral871.100 $+521.591 $
+149,2 %
1349.509 $-126.523 $
-26,6 %
1476.032 $+13.052 $
+2,8 %
1462.980 $+19.759 $
+4,5 %
1
J M SMUCKER CoSJM→ 0Stark811.350 $+172.242 $
+27,0 %
1639.108 $+639.108 $1
VEEVA SYSTEMS INCVEEV→ 0Neutral416.522 $+173.057 $
+71,1 %
1243.465 $-28.652 $
-10,5 %
1272.117 $-523.303 $
-65,8 %
1795.420 $-13.516 $
-1,7 %
1
ServiceNow, Inc.NOW→ 0Neutral425.018 $+153.920 $
+56,8 %
1271.098 $-86.601 $
-24,2 %
1357.699 $-406.133 $
-53,2 %
1763.832 $-66.857 $
-8,0 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark753.605 $+217.278 $
+40,5 %
1536.327 $+66.513 $
+14,2 %
1469.814 $-56.368 $
-10,7 %
1526.182 $+20.430 $
+4,0 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark700.082 $-37.892 $
-5,1 %
1737.974 $+28.142 $
+4,0 %
1709.832 $+41.913 $
+6,3 %
1667.919 $+97.272 $
+17,0 %
1
SYSCO CORPSYY→ 0Sehr stark725.307 $+197.465 $
+37,4 %
1527.842 $+2.801 $
+0,5 %
1525.041 $-147.924 $
-22,0 %
1672.965 $+27.887 $
+4,3 %
1
SIMON PROPERTY GROUP INC.SPG→ 0Neutral652.834 $+109.472 $
+20,1 %
1543.362 $+6.913 $
+1,3 %
1536.449 $-7.419 $
-1,4 %
1543.868 $+77.986 $
+16,7 %
1
CLEVELAND-CLIFFS INC.CLF→ 0Sehr schwach256.413 $-140.923 $
-35,5 %
1397.336 $-214.354 $
-35,0 %
1611.690 $+31.787 $
+5,5 %
1579.903 $+387.213 $
+201,0 %
1
CHEMICAL & MINING CO OF CHILE INCSQM→ 0532.200 $-74.122 $
-12,2 %
1606.322 $+93.418 $
+18,2 %
1512.904 $+126.686 $
+32,8 %
1386.218 $+18.881 $
+5,1 %
1
HERBALIFE LTD.HLF→ 0Stark581.081 $+130.554 $
+29,0 %
1450.527 $-110.325 $
-19,7 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark554.970 $-13.177 $
-2,3 %
1568.147 $+89.758 $
+18,8 %
1478.389 $-56.231 $
-10,5 %
1534.620 $+68.395 $
+14,7 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral424.306 $-107.266 $
-20,2 %
1531.572 $-5.049.447 $
-90,5 %
1
GENTEX CORPGNTX→ 0Sehr stark483.996 $+120.805 $
+33,3 %
1363.191 $-4.824 $
-1,3 %
1368.015 $-156.554 $
-29,8 %
1524.569 $+49.695 $
+10,5 %
1
ORACLE CORPORCL→ 0Neutral286.359 $-1.094 $
-0,4 %
1287.453 $-69.622 $
-19,5 %
1357.075 $-155.344 $
-30,3 %
1512.419 $+118.666 $
+30,1 %
1
Prologis, Inc.PLD→ 0Neutral420.228 $+23.952 $
+6,0 %
1396.276 $+24.658 $
+6,6 %
1371.618 $-24.621 $
-6,2 %
1396.239 $+31.052 $
+8,5 %
1
ELI LILLY & CoLLY→ 0Neutral398.211 $+112.163 $
+39,2 %
1286.048 $-42.804 $
-13,0 %
1328.852 $+95.374 $
+40,8 %
1233.478 $+6.635 $
+2,9 %
1
CORNING INC /NYGLW→ 0Stark367.169 $+367.169 $1
SYNOVUS FINANCIAL CORPSNV→ 0321.371 $-44.324 $
-12,1 %
1365.695 $-51.721 $
-12,4 %
1
ASML HOLDING NVASML→ 0Sehr stark326.268 $+109.652 $
+50,6 %
1216.616 $+216.616 $1
TotalEnergies SETTE→ 0273.560 $-49.601 $
-15,3 %
1323.161 $+90.789 $
+39,1 %
1232.372 $-26.862 $
-10,4 %
1259.234 $+3.176 $
+1,2 %
1
Vertiv Holdings CoVRT→ 0Stark298.367 $+75.069 $
+33,6 %
1223.298 $+223.298 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark284.766 $+284.766 $1
Walmart Inc.WMT→ 0Stark284.477 $+29.460 $
+11,6 %
1255.017 $-9.847 $
-3,7 %
1264.864 $+13.569 $
+5,4 %
1
Pinnacle Financial Partners, Inc.PNFP→ 0Stark260.876 $-19.682 $
-7,0 %
1280.558 $+280.558 $1
WESTLAKE CORPWLK→ 0Stark278.265 $+53.558 $
+23,8 %
1224.707 $+5.573 $
+2,5 %
1
GLOBAL PAYMENTS INCGPN→ 0Stark241.643 $-34.681 $
-12,6 %
1276.324 $+276.324 $1
DEERE & CODE→ 0Stark244.217 $-29.547 $
-10,8 %
1273.764 $+273.764 $1
VISA INC.V→ 0Neutral228.094 $+15.922 $
+7,5 %
1212.172 $-43.496 $
-17,0 %
1255.668 $-13.681 $
-5,1 %
1269.349 $+15.843 $
+6,2 %
1
LAM RESEARCH CORPLRCX→ 0Stark269.098 $+269.098 $1
GENERAC HOLDINGS INC.GNRC→ 0Neutral221.072 $-38.522 $
-14,8 %
1259.594 $-8.246 $
-3,1 %
1267.840 $-160.501 $
-37,5 %
1
Lamb Weston Holdings, Inc.LW→ 0Stark201.607 $-60.043 $
-22,9 %
1261.650 $+27.547 $
+11,8 %
1
STRYKER CORPSYK→ 0Neutral216.295 $-33.972 $
-13,6 %
1250.267 $-19.553 $
-7,2 %
1
Qnity Electronics, Inc.Q→ 0Stark245.618 $+245.618 $1
DoorDash, Inc.DASH→ 0Schwach237.991 $+22.295 $
+10,3 %
1
DuPont de Nemours, Inc.DD→ 0Neutral234.323 $+28.004 $
+13,6 %
1
Philip Morris International Inc.PM→ 0Neutral223.243 $+223.243 $1
AbbVie Inc.ABBV→ 0Neutral209.590 $+209.590 $1
FEDEX CORPFDX→ 0Sehr stark203.268 $+203.268 $1
Merck & Co., Inc.MRK→ 0Sehr stark200.974 $+200.974 $1
MCKESSON CORPMCK→ 0Neutral200.151 $+200.151 $1
404.787.396 $+50.904.054 $
+42,3 %
73364.136.543 $+26.140.799 $
+18,0 %
66339.554.943 $+13.089.659 $
-3,0 %
64328.676.902 $-20.678.535 $
+3,8 %
70
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