Investments: LWM Advisory Services, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: LWM Advisory Services, 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
42.292.462 $-22.655.887 $
-8,5 %
6370.169.993 $-47.157.560 $
-17,7 %
57119.455.936 $+11.265.749 $
+9,9 %
62122.074.665 $+16.484.965 $
+7,5 %
74
World Gold TrustGLDM→ 0410.274 $-3.806.450 $
-90,3 %
14.216.724 $-9.235.948 $
-68,7 %
113.452.672 $+1.106.384 $
+9,0 %
112.346.288 $-4.638.437 $
-27,3 %
1
Ancora Advisors LLC→ 03.929.522 $-9.002.452 $
-69,6 %
112.931.974 $+252.243 $
+2,0 %
112.679.731 $+12.679.731 $1
Apple Inc.AAPL→ 0Neutral4.484.778 $-3.733.722 $
-45,4 %
18.218.500 $-288.241 $
-3,4 %
18.506.741 $+858.618 $
+11,2 %
17.648.123 $+1.674.689 $
+28,0 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 0583.342 $-3.683.482 $
-86,3 %
14.266.824 $-3.750.568 $
-46,8 %
18.017.392 $+1.412.030 $
+21,4 %
16.605.362 $-293.779 $
-4,3 %
1
ISHARES TR→ 01.195.270 $+768.608 $
+180,1 %
12.484.307 $-5.077.638 $
-67,1 %
17.561.945 $+6.385.789 $
+542,9 %
16.992.369 $+5.866.340 $
+521,0 %
1
COZAD ASSET MANAGEMENT INC→ 0253.686 $-1.825.222 $
-87,8 %
12.078.908 $-5.252.310 $
-71,6 %
17.331.218 $-13.308 $
-0,2 %
17.344.526 $+1.625.806 $
+28,4 %
1
WisdomTree, Inc.WT→ 0Neutral2.438.003 $-4.242.093 $
-63,5 %
16.680.096 $+782.781 $
+13,3 %
15.897.315 $-392.161 $
-6,2 %
16.289.476 $+2.065.431 $
+48,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.277.768 $-1.109.701 $
-32,8 %
13.387.469 $-1.762.971 $
-34,2 %
15.150.440 $+15.647 $
+0,3 %
15.134.793 $+289.922 $
+6,0 %
1
NVIDIA CORPNVDA→ 0Neutral1.847.819 $-944.176 $
-33,8 %
12.791.995 $-2.013.404 $
-41,9 %
14.805.399 $-96.295 $
-2,0 %
14.901.694 $+794.846 $
+19,4 %
1
MICROSOFT CORPMSFT→ 0Neutral1.722.967 $-997.093 $
-36,7 %
12.720.060 $-1.353.839 $
-33,2 %
14.073.899 $-653.620 $
-13,8 %
14.727.519 $+232.708 $
+5,2 %
1
Alphabet Inc.GOOGL→ 0Neutral2.195.513 $-968.546 $
-30,6 %
13.164.059 $-724.551 $
-18,6 %
13.888.610 $+838.005 $
+27,5 %
13.050.605 $+852.719 $
+38,8 %
1
AMAZON COM INCAMZN→ 0Stark1.312.289 $-1.749.480 $
-57,1 %
13.061.769 $-760.374 $
-19,9 %
13.822.143 $+240.515 $
+6,7 %
13.581.628 $-49.271 $
-1,4 %
1
iSHARES TRUST→ 0244.711 $-326.648 $
-57,2 %
1571.359 $-3.044.758 $
-84,2 %
13.616.117 $+280.467 $
+8,4 %
13.335.650 $+392.849 $
+13,3 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.272.281 $-1.063.806 $
-45,5 %
12.336.087 $-834.296 $
-26,3 %
13.170.383 $+123.931 $
+4,1 %
13.046.452 $+295.280 $
+10,7 %
1
KCM INVESTMENT ADVISORS LLC→ 0689.881 $-1.812.623 $
-72,4 %
12.502.504 $+41.902 $
+1,7 %
12.460.602 $+631.628 $
+34,5 %
1
SVB WEALTH LLC→ 0587.128 $-612.480 $
-51,1 %
11.199.608 $-550.909 $
-31,5 %
11.750.517 $+69.537 $
+4,1 %
11.680.980 $+117.454 $
+7,5 %
1
SPDR SERIES TRUST→ 0883.350 $+477.357 $
+117,6 %
1405.993 $-1.318.540 $
-76,5 %
11.724.533 $+244.168 $
+16,5 %
11.480.365 $+173.073 $
+13,2 %
1
JPMORGAN CHASE & COJPM→ 0Stark1.020.932 $-159.814 $
-13,5 %
11.180.746 $-216.994 $
-15,5 %
11.397.740 $-302.806 $
-17,8 %
11.700.546 $+172.920 $
+11,3 %
1
FIDELITY MERRIMACK STR TR→ 01.366.002 $+826.194 $
+153,1 %
1
ELI LILLY & CoLLY→ 0Neutral1.080.679 $+319.115 $
+41,9 %
1761.564 $-204.569 $
-21,2 %
1966.133 $-249.810 $
-20,5 %
11.215.943 $-108.067 $
-8,2 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark684.165 $-88.108 $
-11,4 %
1772.273 $+114.381 $
+17,4 %
1657.892 $-545.003 $
-45,3 %
11.202.895 $+44.069 $
+3,8 %
1
J P MORGAN EXCHANGE TRADED F→ 0426.662 $-939.340 $
-68,8 %
1539.808 $-1.944.499 $
-78,3 %
11.176.156 $+451.452 $
+62,3 %
11.126.029 $-108.421 $
-8,8 %
1
FACTSET RESEARCH SYSTEMS INCFDS→ 0Schwach1.145.960 $-643.160 $
-35,9 %
1
BlackRock, Inc.BLK→ 0Neutral462.508 $-73 $
-0,0 %
1462.581 $-46.899 $
-9,2 %
1509.480 $-515.335 $
-50,3 %
11.024.815 $+105.673 $
+11,5 %
1
BlackRock Finance, Inc.→ 0527.252 $-293.387 $
-35,8 %
1820.639 $+383.894 $
+87,9 %
1436.745 $+436.745 $1
VISA INC.V→ 0Neutral465.912 $-79.426 $
-14,6 %
1545.338 $-251.923 $
-31,6 %
1797.261 $+9.351 $
+1,2 %
1787.910 $-31.168 $
-3,8 %
1
MAI Capital Management→ 0725.653 $-622.328 $
-46,2 %
1
ISHARES INC→ 0724.704 $+136.086 $
+23,1 %
1588.618 $-6.403.751 $
-91,6 %
1
MILLICOM INTERNATIONAL CELLULAR SATIGO→ 0Sehr stark724.083 $+126.212 $
+21,1 %
1597.871 $+155.571 $
+35,2 %
1442.300 $-74.069 $
-14,3 %
1516.369 $+117.763 $
+29,5 %
1
AMPHENOL CORP /DE/APH→ 0Stark714.800 $+211.297 $
+42,0 %
1503.503 $+178.899 $
+55,1 %
1324.604 $+324.604 $1
Meta Platforms, Inc.META→ 0Neutral316.000 $-76.172 $
-19,4 %
1392.172 $-241.033 $
-38,1 %
1633.205 $-65.292 $
-9,3 %
1698.497 $-18.146 $
-2,5 %
1
Tesla, Inc.TSLA→ 0Schwach215.766 $-199.313 $
-48,0 %
1415.079 $-274.340 $
-39,8 %
1689.419 $+253.672 $
+58,2 %
1435.747 $+76.478 $
+21,3 %
1
Nu Holdings Ltd.NU→ 0Neutral403.606 $-30.512 $
-7,0 %
1434.118 $-71.597 $
-14,2 %
1505.715 $-151.975 $
-23,1 %
1657.690 $+657.690 $1
JAMES INVESTMENT RESEARCH, INC.→ 0368.300 $-287.585 $
-43,8 %
1655.885 $+42.525 $
+6,9 %
1613.360 $+50.613 $
+9,0 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach416.751 $-50.001 $
-10,7 %
1466.752 $-169.129 $
-26,6 %
1635.881 $+27.377 $
+4,5 %
1608.504 $-32.272 $
-5,0 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0512.288 $-90.245 $
-15,0 %
1602.533 $+21.402 $
+3,7 %
1581.131 $+29.173 $
+5,3 %
1
AT&T INC.T→ 0Stark395.701 $-190.012 $
-32,4 %
1585.713 $+585.713 $1
T-Mobile US, Inc.TMUS→ 0Stark298.557 $-75.294 $
-20,1 %
1373.851 $-27.556 $
-6,9 %
1401.407 $-173.220 $
-30,1 %
1574.627 $-82.967 $
-12,6 %
1
FIRSTENERGY CORPFE→ 0Neutral537.628 $-35.284 $
-6,2 %
1572.912 $+39.702 $
+7,4 %
1533.210 $-3.885 $
-0,7 %
1537.095 $+50.999 $
+10,5 %
1
Blackstone Inc.BX→ 0Neutral331.357 $-32.700 $
-9,0 %
1364.057 $-123.949 $
-25,4 %
1488.006 $-77.176 $
-13,7 %
1565.182 $+78.002 $
+16,0 %
1
Mastercard IncMA→ 0Neutral218.790 $-57.054 $
-20,7 %
1275.844 $-253.930 $
-47,9 %
1529.774 $-14.010 $
-2,6 %
1543.784 $+16.688 $
+3,2 %
1
Waste Connections, Inc.WCN→ 0Neutral491.241 $+13.740 $
+2,9 %
1477.501 $-53.410 $
-10,1 %
1530.911 $-714 $
-0,1 %
1531.625 $-32.045 $
-5,7 %
1
NETFLIX INCNFLX→ 0Neutral344.860 $-185.116 $
-34,9 %
1529.976 $+297.452 $
+127,9 %
1232.524 $-100.858 $
-30,3 %
1333.382 $-92.459 $
-21,7 %
1
S&P Global Inc.SPGI→ 0Stark528.904 $-78.004 $
-12,9 %
1
Victory Portfolios II→ 0527.393 $+527.393 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral290.286 $-62.164 $
-17,6 %
1352.450 $-173.689 $
-33,0 %
1526.139 $+64.415 $
+14,0 %
1461.724 $+92.757 $
+25,1 %
1
Aon plcAON→ 0Neutral512.458 $+94.460 $
+22,6 %
1417.998 $+118.757 $
+39,7 %
1299.241 $+299.241 $1
HOME DEPOT, INC.HD→ 0Stark261.843 $-185.283 $
-41,4 %
1447.126 $-61.921 $
-12,2 %
1509.047 $+45.742 $
+9,9 %
1
Eaton Corp plcETN→ 0Stark504.525 $+84.979 $
+20,3 %
1419.546 $+45.935 $
+12,3 %
1373.611 $-69.886 $
-15,8 %
1443.497 $+24.035 $
+5,7 %
1
Cheniere Energy, Inc.LNG→ 0Neutral272.231 $-217.254 $
-44,4 %
1489.485 $+142.888 $
+41,2 %
1346.597 $-73.547 $
-17,5 %
1420.144 $-14.781 $
-3,4 %
1
MCDONALDS CORPMCD→ 0Neutral484.622 $-21.076 $
-4,2 %
1
American Water Works Company, Inc.AWK→ 0Neutral474.257 $-30.155 $
-6,0 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark212.348 $-96.673 $
-31,3 %
1309.021 $-109.210 $
-26,1 %
1418.231 $-38.280 $
-8,4 %
1456.511 $-33.506 $
-6,8 %
1
NASDAQ, INC.NDAQ→ 0Neutral372.027 $-28.653 $
-7,2 %
1400.680 $-53.498 $
-11,8 %
1454.178 $+40.588 $
+9,8 %
1413.590 $-4.536 $
-1,1 %
1
CANADIAN PACIFIC KANSAS CITY LTD/CNCP→ 0Neutral446.500 $-28.703 $
-6,0 %
1
CHEVRON CORPCVX→ 0Sehr stark443.498 $+78.365 $
+21,5 %
1
GE Vernova Inc.GEV→ 0Neutral442.920 $+119.949 $
+37,1 %
1322.971 $+322.971 $1
YPF SOCIEDAD ANONIMAYPF→ 0Neutral435.557 $-7.184 $
-1,6 %
1442.741 $+96.364 $
+27,8 %
1346.377 $+99.907 $
+40,5 %
1246.470 $-72.653 $
-22,8 %
1
SERVICE CORP INTERNATIONALSCI→ 0Neutral402.815 $-34.734 $
-7,9 %
1437.549 $+23.219 $
+5,6 %
1414.330 $-28.399 $
-6,4 %
1442.729 $+9.683 $
+2,2 %
1
PROCTER & GAMBLE CoPG→ 0Neutral430.464 $+10.475 $
+2,5 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral424.641 $-38.146 $
-8,2 %
1
MERCADOLIBRE INCMELI→ 0Neutral207.081 $-3.859 $
-1,8 %
1210.940 $-135.512 $
-39,1 %
1346.452 $-55.500 $
-13,8 %
1401.952 $-47.592 $
-10,6 %
1
GENERAL ELECTRIC COGE→ 0Stark395.404 $+117.313 $
+42,2 %
1278.091 $+278.091 $1
AbbVie Inc.ABBV→ 0Neutral393.992 $+72.499 $
+22,6 %
1
Verisk Analytics, Inc.VRSK→ 0Neutral344.257 $-43.571 $
-11,2 %
1387.828 $-91.570 $
-19,1 %
1
Pampa Energy Inc.PAM→ 0Stark334.351 $-25.933 $
-7,2 %
1360.284 $-13.051 $
-3,5 %
1373.335 $+110.693 $
+42,1 %
1262.642 $-40.756 $
-13,4 %
1
DraftKings Inc.DKNG→ 0Schwach371.568 $-54.543 $
-12,8 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Neutral370.359 $-64.699 $
-14,9 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark349.359 $-11.033 $
-3,1 %
1
ALCON INCALC→ 0Sehr schwach340.139 $-62.640 $
-15,6 %
1
VANGUARD GROUP INC→ 0334.991 $+334.991 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral333.439 $+129.346 $
+63,4 %
1204.093 $+204.093 $1
Brookfield Infrastructure CorpBIPC→ 0274.451 $-5.991 $
-2,1 %
1280.442 $-42.760 $
-13,2 %
1323.202 $+29.936 $
+10,2 %
1293.266 $-3.423 $
-1,2 %
1
ORACLE CORPORCL→ 0Stark323.137 $+76.439 $
+31,0 %
1246.698 $+246.698 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark321.366 $+321.366 $1
SIRIUS XM HOLDINGS INC.SIRI→ 0Neutral302.606 $+302.606 $1
TransDigm Group INCTDG→ 0Schwach296.554 $-45.589 $
-13,3 %
1
Dell Technologies Inc.DELL→ 0Stark295.549 $+295.549 $1
CINTAS CORPCTAS→ 0Stark270.821 $-17.030 $
-5,9 %
1287.851 $-33.082 $
-10,3 %
1
Kyndryl Holdings, Inc.KD→ 0Neutral282.810 $+282.810 $1
MACOM Technology Solutions Holdings, Inc.MTSI→ 0Stark278.428 $+278.428 $1
Trane Technologies plcTT→ 0Neutral249.088 $-26.993 $
-9,8 %
1276.081 $-12.610 $
-4,4 %
1
AppLovin CorpAPP→ 0Neutral250.661 $-18.791 $
-7,0 %
1269.452 $+269.452 $1
Zoetis Inc.ZTS→ 0Stark264.233 $-66.691 $
-20,2 %
1
Walmart Inc.WMT→ 0Stark245.542 $+21.834 $
+9,8 %
1223.708 $+1.380 $
+0,6 %
1222.328 $-40.111 $
-15,3 %
1
MARRIOTT INTERNATIONAL INC /MD/MAR→ 0Neutral241.343 $+241.343 $1
Spotify Technology S.A.SPOT→ 0Neutral240.810 $+240.810 $1
ABBOTT LABORATORIESABT→ 0Neutral240.690 $-2.767 $
-1,1 %
1
GeoPark LtdGPRK→ 0Sehr stark229.184 $-10.074 $
-4,2 %
1239.258 $+239.258 $1
QUALCOMM INC/DEQCOM→ 0Stark237.888 $+7.626 $
+3,3 %
1230.262 $+13.056 $
+6,0 %
1
QUANTA SERVICES, INC.PWR→ 0Sehr stark228.332 $-4.107 $
-1,8 %
1232.439 $-80 $
-0,0 %
1
MORGAN STANLEYMS→ 0Neutral228.477 $+228.477 $1
JOHNSON & JOHNSONJNJ→ 0Neutral226.283 $+226.283 $1
USCB FINANCIAL HOLDINGS, INC.USCB→ 0Stark214.975 $+214.975 $1
Chubb LtdCB→ 0Stark212.251 $-5.616 $
-2,6 %
1
Merck & Co., Inc.MRK→ 0Stark211.767 $+211.767 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral208.139 $-26.148 $
-11,2 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral205.197 $+205.197 $1
VANGUARD WORLD FUND→ 0202.368 $+202.368 $1
42.292.462 $-22.655.887 $
-8,5 %
6370.169.993 $-47.157.560 $
-17,7 %
57119.455.936 $+11.265.749 $
+9,9 %
62122.074.665 $+16.484.965 $
+7,5 %
74
Erweitert ×