Investments: Clarity Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Clarity 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
442.926.724 $+59.938.810 $
+114,6 %
83377.868.781 $-12.287.366 $
+83,7 %
76382.842.422 $+37.786.314 $
+94,8 %
80352.868.848 $+31.512.854 $
+64,8 %
74
INVESCO QQQ TRUST, SERIES 1QQQ→ 039.176.576 $+7.686.714 $
+24,4 %
131.489.862 $-1.920.931 $
-5,7 %
133.410.793 $+627.119 $
+1,9 %
132.783.674 $+2.786.901 $
+9,3 %
1
Apple Inc.AAPL→ 0Neutral38.702.448 $+3.823.042 $
+11,0 %
134.879.406 $-2.299.105 $
-6,2 %
137.178.511 $+2.704.941 $
+7,8 %
134.473.570 $+6.418.336 $
+22,9 %
1
ISHARES TR→ 028.722.738 $+17.106.650 $
+147,3 %
124.183.373 $+8.491.632 $
+54,1 %
123.235.553 $+13.389.496 $
+136,0 %
122.371.592 $+11.152.112 $
+99,4 %
1
Alphabet Inc.GOOGL→ 0Stark27.921.308 $+4.616.434 $
+19,8 %
123.304.874 $-2.630.585 $
-10,1 %
125.935.459 $+5.630.686 $
+27,7 %
120.304.773 $+5.193.098 $
+34,4 %
1
VANGUARD SPECIALIZED FUNDS→ 025.011.887 $+1.730.109 $
+7,4 %
122.394.596 $+28.946 $
+0,1 %
122.365.650 $+4.479.295 $
+25,0 %
121.603.488 $-768.104 $
-3,4 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 023.653.509 $+3.406.636 $
+16,8 %
120.246.873 $+492.162 $
+2,5 %
119.754.711 $+1.587.419 $
+8,7 %
118.167.292 $+1.859.793 $
+11,4 %
1
VANGUARD STAR FDS→ 023.281.778 $+22.965.998 $
+7.272,8 %
119.912.758 $+19.619.208 $
+6.683,4 %
117.886.355 $+17.610.612 $
+6.386,6 %
116.430.227 $-5.173.261 $
-23,9 %
1
VANGUARD WHITEHALL FDS→ 017.951.546 $-1.961.212 $
-9,8 %
115.691.741 $+4.933.553 $
+45,9 %
113.316.561 $+5.040.676 $
+60,9 %
111.219.480 $+10.962.843 $
+4.271,7 %
1
Capital Group Global Growth Equity ETF→ 015.497.648 $+4.144.140 $
+36,5 %
111.353.508 $+335.120 $
+3,0 %
111.018.388 $+724.300 $
+7,0 %
110.294.088 $+1.168.827 $
+12,8 %
1
BlackRock Finance, Inc.→ 015.116.825 $+3.229.207 $
+27,2 %
111.887.618 $+1.455.028 $
+13,9 %
110.432.590 $+1.101.026 $
+11,8 %
19.331.564 $+1.801.764 $
+23,9 %
1
Moloney Securities Asset Management, LLC→ 014.031.838 $+3.972.384 $
+39,5 %
110.059.454 $+2.756.990 $
+37,8 %
17.302.464 $+2.139.982 $
+41,5 %
15.162.482 $+1.598.848 $
+44,9 %
1
Meta Platforms, Inc.META→ 0Neutral10.339.867 $-10.903 $
-0,1 %
110.350.770 $-1.611.383 $
-13,5 %
111.962.153 $-536.616 $
-4,3 %
112.498.769 $+159.370 $
+1,3 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark11.068.690 $-621.211 $
-5,3 %
111.689.901 $+1.581.234 $
+15,6 %
110.108.667 $-178.847 $
-1,7 %
110.287.514 $-931.289 $
-8,3 %
1
NVIDIA CORPNVDA→ 0Neutral11.685.817 $+2.634.401 $
+29,1 %
19.051.416 $-743.251 $
-7,6 %
19.794.667 $+14.651 $
+0,1 %
19.780.016 $+1.529.579 $
+18,5 %
1
FIDELITY MERRIMACK STR TR→ 011.616.088 $-13.395.799 $
-53,6 %
110.758.188 $-11.636.408 $
-52,0 %
19.846.057 $-3.470.504 $
-26,1 %
18.275.885 $-8.154.342 $
-49,6 %
1
JPMORGAN CHASE & COJPM→ 0Neutral10.963.636 $+1.066.178 $
+10,8 %
19.897.458 $-895.261 $
-8,3 %
110.792.719 $+190.884 $
+1,8 %
110.601.835 $+836.536 $
+8,6 %
1
CITIGROUP INCC→ 0Neutral10.927.565 $+1.837.179 $
+20,2 %
19.090.386 $-367.610 $
-3,9 %
19.457.996 $+1.221.587 $
+14,8 %
18.236.409 $+1.247.668 $
+17,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral10.197.203 $+618.230 $
+6,5 %
19.578.973 $-419.495 $
-4,2 %
19.998.468 $+278.236 $
+2,9 %
19.720.232 $+374.255 $
+4,0 %
1
AbbVie Inc.ABBV→ 0Neutral8.682.438 $+1.327.348 $
+18,0 %
17.355.090 $-290.447 $
-3,8 %
17.645.537 $+55.308 $
+0,7 %
17.590.229 $+1.560.113 $
+25,9 %
1
COZAD ASSET MANAGEMENT INC→ 08.490.752 $+521.271 $
+6,5 %
17.969.481 $+18.813 $
+0,2 %
17.950.668 $+19.100 $
+0,2 %
17.931.568 $+659.076 $
+9,1 %
1
VISA INC.V→ 0Neutral8.371.819 $+1.158.626 $
+16,1 %
17.213.193 $-992.126 $
-12,1 %
18.205.319 $+398.689 $
+5,1 %
17.806.630 $-231.165 $
-2,9 %
1
JOHNSON & JOHNSONJNJ→ 0Stark7.854.442 $+461.024 $
+6,2 %
17.393.418 $+1.256.438 $
+20,5 %
16.136.980 $+928.184 $
+17,8 %
15.208.796 $+1.117.182 $
+27,3 %
1
Tesla, Inc.TSLA→ 0Neutral7.184.269 $+893.887 $
+14,2 %
16.290.382 $-1.478.981 $
-19,0 %
17.769.363 $+73.928 $
+1,0 %
17.695.435 $+2.217.388 $
+40,5 %
1
iSHARES TRUST→ 04.901.990 $-130.427 $
-2,6 %
15.032.417 $-516.418 $
-9,3 %
15.548.835 $+657.744 $
+13,4 %
14.891.091 $-289.294 $
-5,6 %
1
MICROSOFT CORPMSFT→ 0Neutral4.181.116 $+19.659 $
+0,5 %
14.161.457 $-987.221 $
-19,2 %
15.148.678 $-12.602 $
-0,2 %
15.161.280 $+66.241 $
+1,3 %
1
AMGEN INCAMGN→ 0Neutral4.303.072 $+101.279 $
+2,4 %
14.201.793 $+294.694 $
+7,5 %
13.907.099 $+3.907.099 $1
AMAZON COM INCAMZN→ 0Neutral4.166.372 $+456.294 $
+12,3 %
13.710.078 $-336.148 $
-8,3 %
14.046.226 $+33.191 $
+0,8 %
14.013.035 $-18.210 $
-0,5 %
1
VANGUARD WORLD FUND→ 01.840.036 $-430.961 $
-19,0 %
12.270.997 $-602.776 $
-21,0 %
12.873.773 $-429.445 $
-13,0 %
13.303.218 $-315.724 $
-8,7 %
1
SCHWAB STRATEGIC TRUST→ 02.733.652 $+330.749 $
+13,8 %
12.402.903 $-338.606 $
-12,4 %
12.741.509 $+1.614.224 $
+143,2 %
11.127.285 $+315.778 $
+38,9 %
1
INTEL CORPINTC→ 0Neutral2.734.455 $+1.907.465 $
+230,7 %
1826.990 $+95.231 $
+13,0 %
1731.759 $+99.983 $
+15,8 %
1631.776 $+130.131 $
+25,9 %
1
PROSHARES TRUST→ 02.684.340 $+1.194.697 $
+80,2 %
11.489.643 $-294.402 $
-16,5 %
11.784.045 $+137.917 $
+8,4 %
11.646.128 $+133.868 $
+8,9 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark1.762.432 $+595.981 $
+51,1 %
11.166.451 $+7.802 $
+0,7 %
11.158.649 $+126.887 $
+12,3 %
11.031.762 $-14.477 $
-1,4 %
1
Broadcom Inc.AVGO→ 0Neutral1.491.735 $+255.830 $
+20,7 %
11.235.905 $-162.003 $
-11,6 %
11.397.908 $+41.318 $
+3,0 %
11.356.590 $+207.956 $
+18,1 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.377.338 $+787.798 $
+133,6 %
1589.540 $-31.738 $
-5,1 %
1621.278 $+193.829 $
+45,3 %
1427.449 $+35.095 $
+8,9 %
1
Arista Networks, Inc.ANET→ 0Neutral1.347.148 $+613.169 $
+83,5 %
1733.979 $-7.389 $
-1,0 %
1741.368 $-83.059 $
-10,1 %
1824.427 $+235.326 $
+39,9 %
1
VANGUARD SCOTTSDALE FUNDS→ 01.325.942 $+1.325.942 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.294.170 $+682.366 $
+111,5 %
1611.804 $+151.792 $
+33,0 %
1460.012 $+93.527 $
+25,5 %
1366.485 $+38.790 $
+11,8 %
1
SELECT SECTOR SPDR TRUST→ 0626.768 $-215.895 $
-25,6 %
1842.663 $-299.045 $
-26,2 %
11.141.708 $-144.218 $
-11,2 %
11.285.926 $-148.745 $
-10,4 %
1
Palantir Technologies Inc.PLTR→ 0Neutral635.268 $-156.838 $
-19,8 %
1792.106 $-2.259 $
-0,3 %
1794.365 $-442.078 $
-35,8 %
11.236.443 $+366.994 $
+42,2 %
1
ORACLE CORPORCL→ 0Neutral784.618 $-1.757 $
-0,2 %
1786.375 $-65.011 $
-7,6 %
1851.386 $-379.559 $
-30,8 %
11.230.945 $+229.524 $
+22,9 %
1
NETFLIX INCNFLX→ 0Stark778.260 $-241.315 $
-23,7 %
11.019.575 $+49.253 $
+5,1 %
1970.322 $-211.813 $
-17,9 %
11.182.135 $-114.143 $
-8,8 %
1
SYNOPSYS INCSNPS→ 0Schwach954.590 $+106.123 $
+12,5 %
1848.467 $-157.673 $
-15,7 %
11.006.140 $-50.701 $
-4,8 %
11.056.841 $-145.394 $
-12,1 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral915.005 $+446.123 $
+95,1 %
1468.882 $-93.161 $
-16,6 %
1562.043 $-25.923 $
-4,4 %
1587.966 $-22.697 $
-3,7 %
1
FISERV INCFISV→ 0Stark833.850 $+631.668 $
+312,4 %
1202.182 $+202.182 $1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral814.069 $+211.369 $
+35,1 %
1602.700 $-75.286 $
-11,1 %
1677.986 $-83.897 $
-11,0 %
1761.883 $+93.506 $
+14,0 %
1
PUBLIC SERVICE ENTERPRISE GROUP INCPEG→ 0Neutral808.592 $+8.613 $
+1,1 %
1799.979 $+13.369 $
+1,7 %
1786.610 $-24.615 $
-3,0 %
1811.225 $-828 $
-0,1 %
1
Mastercard IncMA→ 0Neutral658.632 $-7.051 $
-1,1 %
1665.683 $-123.935 $
-15,7 %
1789.618 $-1.065 $
-0,1 %
1790.683 $-11.296 $
-1,4 %
1
CATERPILLAR INCCAT→ 0Sehr stark775.276 $+71.217 $
+10,1 %
1704.059 $+101.541 $
+16,9 %
1602.518 $+100.763 $
+20,1 %
1501.755 $+83.114 $
+19,9 %
1
Palo Alto Networks IncPANW→ 0Neutral773.092 $+409.166 $
+112,4 %
1363.926 $-51.077 $
-12,3 %
1415.003 $-48.233 $
-10,4 %
1463.236 $-1.911 $
-0,4 %
1
FAIR ISAAC CORPFICO→ 0Neutral615.312 $+66.596 $
+12,1 %
1548.716 $-164.726 $
-23,1 %
1713.442 $+81.906 $
+13,0 %
1631.536 $-139.863 $
-18,1 %
1
CHEVRON CORPCVX→ 0Sehr stark559.013 $-109.754 $
-16,4 %
1668.767 $+46.137 $
+7,4 %
1622.630 $-16.685 $
-2,6 %
1639.315 $+42.261 $
+7,1 %
1
Walt Disney CoDIS→ 0Neutral451.724 $-36.301 $
-7,4 %
1488.025 $-153.852 $
-24,0 %
1641.877 $-15.581 $
-2,4 %
1657.458 $-71.918 $
-9,9 %
1
Super Micro Computer, Inc.SMCI→ 0Neutral648.486 $+145.041 $
+28,8 %
1503.445 $+503.445 $1
CARVANA CO.CVNA→ 0Neutral432.306 $+17.953 $
+4,3 %
1414.353 $-149.466 $
-26,5 %
1563.819 $+59.826 $
+11,9 %
1503.993 $+35.282 $
+7,5 %
1
SHOPIFY INC.SHOP→ 0Neutral386.499 $-32.823 $
-7,8 %
1419.322 $-139.566 $
-25,0 %
1558.888 $+42.914 $
+8,3 %
1515.974 $+15.932 $
+3,2 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral204.170 $-21.746 $
-9,6 %
1225.916 $-69.741 $
-23,6 %
1295.657 $-206.220 $
-41,1 %
1501.877 $-54.334 $
-9,8 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach421.253 $+55.244 $
+15,1 %
1366.009 $-109.408 $
-23,0 %
1475.417 $-14.735 $
-3,0 %
1490.152 $-80.837 $
-14,2 %
1
Salesforce, Inc.CRM→ 0Neutral272.902 $-62.357 $
-18,6 %
1335.259 $-149.822 $
-30,9 %
1485.081 $+33.805 $
+7,5 %
1451.276 $-72.321 $
-13,8 %
1
Autodesk, Inc.ADSK→ 0Neutral296.491 $-68.594 $
-18,8 %
1365.085 $-86.330 $
-19,1 %
1451.415 $-33.032 $
-6,8 %
1484.447 $+9.257 $
+1,9 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral443.268 $+14.265 $
+3,3 %
1429.003 $-43.359 $
-9,2 %
1472.362 $-66.289 $
-12,3 %
1
HOME DEPOT, INC.HD→ 0Neutral437.534 $+22.292 $
+5,4 %
1415.242 $-28.818 $
-6,5 %
1444.060 $-11.860 $
-2,6 %
1455.920 $+41.544 $
+10,0 %
1
SPDR SERIES TRUST→ 0452.901 $+806 $
+0,2 %
1452.095 $+17.658 $
+4,1 %
1434.437 $-2.113 $
-0,5 %
1436.550 $+14.019 $
+3,3 %
1
QUALCOMM INC/DEQCOM→ 0Neutral412.844 $+90.179 $
+27,9 %
1322.665 $-120.642 $
-27,2 %
1443.307 $-380 $
-0,1 %
1443.687 $+19.042 $
+4,5 %
1
LOGITECH INTERNATIONAL S.A.LOGI→ 0Stark413.494 $+413.494 $1
Workday, Inc.WDAY→ 0Schwach331.191 $-63.365 $
-16,1 %
1394.556 $-24.964 $
-6,0 %
1
ELI LILLY & CoLLY→ 0Neutral376.215 $+89.629 $
+31,3 %
1286.586 $-49.247 $
-14,7 %
1335.833 $+102.036 $
+43,6 %
1233.797 $-6.544 $
-2,7 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral362.720 $+47.107 $
+14,9 %
1315.613 $-35.404 $
-10,1 %
1351.017 $+7.094 $
+2,1 %
1343.923 $+28.551 $
+9,1 %
1
WisdomTree Trust→ 0330.287 $+15.572 $
+4,9 %
1314.715 $-41.045 $
-11,5 %
1355.760 $+355.760 $1
PROCTER & GAMBLE CoPG→ 0Neutral275.830 $-18.250 $
-6,2 %
1294.080 $-17.476 $
-5,6 %
1311.556 $-39.688 $
-11,3 %
1351.244 $-42.914 $
-10,9 %
1
GENERAL ELECTRIC COGE→ 0Neutral318.145 $+103.355 $
+48,1 %
1214.790 $-16.742 $
-7,2 %
1231.532 $+231.532 $1
VANGUARD TAX-MANAGED FDS→ 0315.780 $-17.635.766 $
-98,2 %
1293.550 $-23.889.823 $
-98,8 %
1275.743 $-22.959.810 $
-98,8 %
1256.637 $-6.691.907 $
-96,3 %
1
Nutanix, Inc.NTNX→ 0Neutral215.102 $-54.771 $
-20,3 %
1269.873 $-44.127 $
-14,1 %
1314.000 $-8.653 $
-2,7 %
1
VANGUARD GROUP INC→ 0313.759 $+55.804 $
+21,6 %
1257.955 $-23.200 $
-8,3 %
1281.155 $-8.902 $
-3,1 %
1290.057 $+3.836 $
+1,3 %
1
CoreWeave, Inc.CRWV→ 0Neutral298.620 $+66.210 $
+28,5 %
1232.410 $+17.580 $
+8,2 %
1214.830 $+214.830 $1
AMERICAN EXPRESS COAXP→ 0Neutral258.213 $+20.047 $
+8,4 %
1238.166 $-59.784 $
-20,1 %
1297.950 $+297.950 $1
Rivian Automotive, Inc. / DERIVN→ 0Schwach290.942 $+38.569 $
+15,3 %
1252.373 $-44.637 $
-15,0 %
1297.010 $+77.265 $
+35,2 %
1219.745 $+19.223 $
+9,6 %
1
Snowflake Inc.SNOW→ 0Schwach285.040 $+50.325 $
+21,4 %
1234.715 $-6.624 $
-2,7 %
1241.339 $+1.905 $
+0,8 %
1
MCDONALDS CORPMCD→ 0Stark204.639 $-58.617 $
-22,3 %
1263.256 $-6.632 $
-2,5 %
1269.888 $+34.502 $
+14,7 %
1235.386 $+14.045 $
+6,3 %
1
PINTEREST, INC.PINS→ 0Neutral208.673 $-50.617 $
-19,5 %
1259.290 $-29.742 $
-10,3 %
1
Walmart Inc.WMT→ 0Stark226.547 $-19.433 $
-7,9 %
1245.980 $+20.236 $
+9,0 %
1225.744 $+225.744 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark245.471 $+245.471 $1
VERINT SYSTEMS INC→ 0239.051 $+6.847 $
+2,9 %
1
TARGET CORPTGT→ 0Neutral224.649 $+16.185 $
+7,8 %
1208.464 $+208.464 $1
Blackstone Inc.BX→ 0Neutral221.934 $+221.934 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral220.479 $+220.479 $1
Wayfair Inc.W→ 0Neutral200.820 $+200.820 $1
Joby Aviation, Inc.JOBY→ 0Sehr schwach105.345 $+105.345 $1
NIO Inc.NIO→ 058.190 $-11.155 $
-16,1 %
169.345 $+10.695 $
+18,2 %
158.650 $-28.980 $
-33,1 %
187.630 $+87.630 $1
BigBear.ai Holdings, Inc.BBAI→ 0Schwach43.317 $+1.077 $
+2,5 %
142.240 $-22.560 $
-34,8 %
164.800 $+64.800 $1
CLOVER HEALTH INVESTMENTS, CORP. /DECLOV→ 0Schwach30.600 $+2.700 $
+9,7 %
1
442.926.724 $+59.938.810 $
+114,6 %
83377.868.781 $-12.287.366 $
+83,7 %
76382.842.422 $+37.786.314 $
+94,8 %
80352.868.848 $+31.512.854 $
+64,8 %
74
Erweitert ×