Investments: Copper Harbor Investment Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Copper Harbor Investment Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q2
Investment ($)QoQ ($)QoQ (%)Anz. Fonds
175.972.901 $+168.503.341 $
+39,5 %
44
SCHWAB STRATEGIC TRUST→ 044.262.417 $+44.262.417 $1
Capital Group Dividend Value ETF→ 022.138.487 $+22.138.487 $1
Fidelity Wise Origin Bitcoin FundFBTC→ 017.403.522 $+17.403.522 $1
VANGUARD GROUP INC→ 013.565.774 $+13.565.774 $1
COZAD ASSET MANAGEMENT INC→ 011.889.368 $+11.889.368 $1
TRUIST FINANCIAL CORPTFC→ 0Neutral10.114.881 $+10.114.881 $1
WisdomTree, Inc.WT→ 0Neutral7.570.154 $+7.570.154 $1
iSHARES TRUST→ 07.066.633 $+7.066.633 $1
ISHARES TR→ 06.340.601 $+6.340.601 $1
Alphabet Inc.GOOGL→ 0Neutral5.116.363 $+5.116.363 $1
J.P. Morgan Exchange-Traded Fund Trust→ 03.881.361 $+3.881.361 $1
Harbor ETF Trust→ 02.639.025 $+2.639.025 $1
MAI Capital Management→ 02.577.832 $+2.577.832 $1
MICROSOFT CORPMSFT→ 0Neutral2.430.856 $+2.430.856 $1
Moloney Securities Asset Management, LLC→ 02.397.997 $+2.397.997 $1
Broadcom Inc.AVGO→ 0Stark1.586.656 $+1.586.656 $1
Apple Inc.AAPL→ 0Neutral1.553.353 $+1.553.353 $1
NVIDIA CORPNVDA→ 0Neutral1.465.758 $+1.465.758 $1
Ancora Advisors LLC→ 01.365.857 $+1.365.857 $1
SPDR SERIES TRUST→ 0960.039 $+960.039 $1
AMAZON COM INCAMZN→ 0Stark920.231 $+920.231 $1
VANGUARD MUN BD FDS→ 0884.130 $+639.301 $
+261,1 %
1
JPMORGAN CHASE & COJPM→ 0Neutral718.838 $+718.838 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral656.011 $+656.011 $1
VISA INC.V→ 0Stark486.159 $+486.159 $1
VANGUARD SPECIALIZED FUNDS→ 0473.947 $-410.183 $
-46,4 %
1
Keysight Technologies, Inc.KEYS→ 0Neutral456.841 $+456.841 $1
ELI LILLY & CoLLY→ 0Neutral454.584 $+454.584 $1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach375.451 $+375.451 $1
Capital Group Global Growth Equity ETF→ 0373.919 $+373.919 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral359.379 $+359.379 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark346.217 $+346.217 $1
Seagate Technology Holdings plcSTX→ 0Stark330.030 $+330.030 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark311.759 $+311.759 $1
TE Connectivity plcTEL→ 0Stark301.004 $+301.004 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral294.064 $+294.064 $1
TEXAS INSTRUMENTS INCTXN→ 0Stark287.339 $+287.339 $1
SPDR S&P MIDCAP 400 ETF TRUSTMDY→ 0256.086 $+256.086 $1
AbbVie Inc.ABBV→ 0Neutral250.633 $+250.633 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0245.939 $+245.939 $1
FIDELITY MERRIMACK STR TR→ 0244.829 $-6.095.772 $
-96,1 %
1
QUALCOMM INC/DEQCOM→ 0Stark209.921 $+209.921 $1
TJX COMPANIES INC /DE/TJX→ 0Stark207.858 $+207.858 $1
Arista Networks, Inc.ANET→ 0Neutral200.798 $+200.798 $1
175.972.901 $+168.503.341 $
+39,5 %
44
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