Investments: IAM Advisory, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: IAM Advisory, 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
346.967.852 $+54.425.145 $
+18,6 %
83296.373.351 $+1.111.695 $
+37,3 %
74301.467.405 $-4.890.758 $
+8,4 %
82312.759.566 $+20.551.627 $
+16,0 %
80
Capital Group Dividend Value ETF→ 072.138.006 $+10.268.079 $
+16,6 %
161.869.927 $-397.712 $
-0,6 %
162.267.639 $+41.956.055 $
+206,6 %
120.311.584 $+1.375.282 $
+7,3 %
1
WisdomTree, Inc.WT→ 0Stark64.148.468 $+5.643.744 $
+9,6 %
158.504.724 $-682.517 $
-1,2 %
159.187.241 $-12.102.525 $
-17,0 %
171.289.766 $+4.678.982 $
+7,0 %
1
PROSHARES TRUST→ 043.567.108 $+2.944.260 $
+7,2 %
140.622.848 $+382.454 $
+1,0 %
140.240.394 $-29.147.026 $
-42,0 %
169.387.420 $+2.968.420 $
+4,5 %
1
Moloney Securities Asset Management, LLC→ 014.325.153 $+1.682.241 $
+13,3 %
112.642.912 $-328.789 $
-2,5 %
112.971.701 $-12.494.904 $
-49,1 %
125.466.605 $+1.609.453 $
+6,7 %
1
SELECT SECTOR SPDR TRUST→ 03.663.976 $-1.324.588 $
-26,6 %
14.988.564 $-5.374.798 $
-51,9 %
110.363.362 $+155.533 $
+1,5 %
110.207.829 $+581.986 $
+6,0 %
1
JAMES INVESTMENT RESEARCH, INC.→ 09.603.800 $+3.157.517 $
+49,0 %
16.446.283 $-992.539 $
-13,3 %
17.438.822 $-512.935 $
-6,5 %
17.951.757 $-185.382 $
-2,3 %
1
SPDR SERIES TRUST→ 08.851.889 $+3.867.154 $
+77,6 %
14.984.735 $+4.759.719 $
+2.115,3 %
1225.016 $-5.416 $
-2,4 %
1230.432 $+230.432 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral7.463.532 $+4.782.121 $
+178,3 %
12.681.411 $-120.230 $
-4,3 %
12.801.641 $+610.195 $
+27,8 %
12.191.446 $+266.714 $
+13,9 %
1
Apple Inc.AAPL→ 0Neutral6.623.211 $+823.716 $
+14,2 %
15.799.495 $-364.741 $
-5,9 %
16.164.236 $+292.398 $
+5,0 %
15.871.838 $+1.166.535 $
+24,8 %
1
Broadcom Inc.AVGO→ 0Neutral6.478.552 $+1.113.027 $
+20,7 %
15.365.525 $-857.473 $
-13,8 %
16.222.998 $-254.915 $
-3,9 %
16.477.913 $+861.921 $
+15,3 %
1
Sandisk CorpSNDK→ 0Stark6.248.210 $+4.480.694 $
+253,5 %
11.767.516 $+1.767.516 $1
ELI LILLY & CoLLY→ 0Neutral5.563.257 $+1.285.538 $
+30,1 %
14.277.719 $-842.327 $
-16,5 %
15.120.046 $+1.332.886 $
+35,2 %
13.787.160 $-116.663 $
-3,0 %
1
Global X Funds→ 05.251.014 $+1.649.673 $
+45,8 %
13.601.341 $-367.949 $
-9,3 %
13.969.290 $+81.524 $
+2,1 %
13.887.766 $+356.378 $
+10,1 %
1
Alphabet Inc.GOOGL→ 0Stark4.556.505 $+876.773 $
+23,8 %
13.679.732 $+378.784 $
+11,5 %
13.300.948 $+704.527 $
+27,1 %
12.596.421 $+727.544 $
+38,9 %
1
MICROSOFT CORPMSFT→ 0Neutral3.290.891 $+135.746 $
+4,3 %
13.155.145 $-837.126 $
-21,0 %
13.992.271 $-379.255 $
-8,7 %
14.371.526 $+173.781 $
+4,1 %
1
NVIDIA CORPNVDA→ 0Neutral4.198.049 $+570.719 $
+15,7 %
13.627.330 $-573.803 $
-13,7 %
14.201.133 $-28.439 $
-0,7 %
14.229.572 $+643.173 $
+17,9 %
1
iSHARES TRUST→ 03.722.109 $+699.464 $
+23,1 %
13.022.645 $-6.338 $
-0,2 %
13.028.983 $-556.050 $
-15,5 %
13.585.033 $+288.173 $
+8,7 %
1
Palo Alto Networks IncPANW→ 0Neutral3.307.894 $+1.790.626 $
+118,0 %
11.517.268 $-204.726 $
-11,9 %
11.721.994 $-223.493 $
-11,5 %
11.945.487 $-10.667 $
-0,5 %
1
MCKESSON CORPMCK→ 0Neutral2.704.397 $-435.107 $
-13,9 %
13.139.504 $+93.583 $
+3,1 %
13.045.921 $+26.482 $
+0,9 %
13.019.439 $+165.287 $
+5,8 %
1
Merck & Co., Inc.MRK→ 0Sehr stark3.021.657 $+226.483 $
+8,1 %
12.795.174 $+367.193 $
+15,1 %
12.427.981 $+532.731 $
+28,1 %
11.895.250 $+409.532 $
+27,6 %
1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Stark2.491.722 $-457.085 $
-15,5 %
12.948.807 $+404.198 $
+15,9 %
12.544.609 $-147.321 $
-5,5 %
12.691.930 $+505.812 $
+23,1 %
1
Motorola Solutions, Inc.MSI→ 0Stark2.554.472 $-101.684 $
-3,8 %
12.656.156 $+348.636 $
+15,1 %
12.307.520 $-444.336 $
-16,1 %
12.751.856 $+230.632 $
+9,1 %
1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Sehr stark2.065.782 $-681.811 $
-24,8 %
12.747.593 $+429.926 $
+18,5 %
12.317.667 $-154.943 $
-6,3 %
12.472.610 $+467.182 $
+23,3 %
1
AMGEN INCAMGN→ 0Neutral2.710.207 $+109.502 $
+4,2 %
12.600.705 $+160.160 $
+6,6 %
12.440.545 $+336.455 $
+16,0 %
12.104.090 $+67.658 $
+3,3 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark2.252.222 $-389.638 $
-14,7 %
12.641.860 $+524.791 $
+24,8 %
12.117.069 $-53.614 $
-2,5 %
12.170.683 $+204.717 $
+10,4 %
1
NOVARTIS AGNVS→ 02.607.012 $+76.365 $
+3,0 %
12.530.647 $+296.977 $
+13,3 %
12.233.670 $+164.512 $
+8,0 %
12.069.158 $+144.961 $
+7,5 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark2.556.069 $-46.867 $
-1,8 %
12.602.936 $+114.571 $
+4,6 %
12.488.365 $+3.149 $
+0,1 %
12.485.216 $-54.312 $
-2,1 %
1
AMAZON COM INCAMZN→ 0Neutral2.481.639 $+350.166 $
+16,4 %
12.131.473 $-198.350 $
-8,5 %
12.329.823 $+108.723 $
+4,9 %
12.221.100 $-2.348 $
-0,1 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral1.194.954 $-1.270.123 $
-51,5 %
12.465.077 $+376.184 $
+18,0 %
12.088.893 $-137.542 $
-6,2 %
12.226.435 $-188.672 $
-7,8 %
1
GE Vernova Inc.GEV→ 0Sehr stark2.386.520 $+647.238 $
+37,2 %
11.739.282 $+433.171 $
+33,2 %
11.306.111 $+78.343 $
+6,4 %
11.227.768 $+178.186 $
+17,0 %
1
Bloom Energy CorpBE→ 0Neutral2.359.613 $+1.323.356 $
+127,7 %
11.036.257 $+1.036.257 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark2.272.856 $+323.217 $
+16,6 %
11.949.639 $-74.027 $
-3,7 %
12.023.666 $+50.140 $
+2,5 %
11.973.526 $+126.015 $
+6,8 %
1
STERLING INFRASTRUCTURE, INC.STRL→ 0Neutral2.245.288 $+1.158.692 $
+106,6 %
11.086.596 $+310.456 $
+40,0 %
1776.140 $+776.140 $1
Vertiv Holdings CoVRT→ 0Stark2.072.584 $+535.425 $
+34,8 %
11.537.159 $+529.157 $
+52,5 %
11.008.002 $+119.610 $
+13,5 %
1888.392 $+134.029 $
+17,8 %
1
Palantir Technologies Inc.PLTR→ 0Neutral1.251.986 $-271.813 $
-17,8 %
11.523.799 $-544.233 $
-26,3 %
12.068.032 $+186.461 $
+9,9 %
11.881.571 $+469.773 $
+33,3 %
1
NETFLIX INCNFLX→ 0Stark1.557.115 $-474.029 $
-23,3 %
12.031.144 $-238.876 $
-10,5 %
1
Vistra Corp.VST→ 0Schwach1.493.640 $-108.337 $
-6,8 %
11.601.977 $-386.044 $
-19,4 %
11.988.021 $+20.081 $
+1,0 %
1
VANGUARD WELLINGTON FUND→ 01.977.823 $+377.508 $
+23,6 %
11.600.315 $+17.471 $
+1,1 %
11.582.844 $-21.862 $
-1,4 %
11.604.706 $+171.049 $
+11,9 %
1
BRISTOL MYERS SQUIBB COBMY→ 0Stark1.905.789 $-44.626 $
-2,3 %
11.950.415 $+291.085 $
+17,5 %
11.659.330 $+1.659.330 $1
ADVANCED ENERGY INDUSTRIES INCAEIS→ 0Neutral1.904.029 $+237.415 $
+14,2 %
11.666.614 $+592.105 $
+55,1 %
11.074.509 $+1.074.509 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark1.902.449 $+1.902.449 $1
SVB WEALTH LLC→ 0449.211 $-1.341.787 $
-74,9 %
11.790.998 $+96.963 $
+5,7 %
11.694.035 $+132.940 $
+8,5 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark1.780.242 $-100.179 $
-5,3 %
1
Howmet Aerospace Inc.HWM→ 0Neutral1.749.388 $+300.126 $
+20,7 %
11.449.262 $+154.853 $
+12,0 %
11.294.409 $+52.002 $
+4,2 %
11.242.407 $+29.610 $
+2,4 %
1
Reddit, Inc.RDDT→ 0Schwach1.695.529 $+1.695.529 $1
GENERAL ELECTRIC COGE→ 0Neutral1.603.192 $+418.069 $
+35,3 %
11.185.123 $-1.387 $
-0,1 %
11.186.510 $+128.827 $
+12,2 %
11.057.683 $+1.057.683 $1
Zoetis Inc.ZTS→ 0Neutral1.564.762 $-51.211 $
-3,2 %
1
ISHARES TR→ 01.438.547 $+1.146.419 $
+392,4 %
11.560.916 $+1.354.384 $
+655,8 %
1
GILEAD SCIENCES, INC.GILD→ 0Stark1.441.471 $-97.410 $
-6,3 %
11.538.881 $+265.453 $
+20,8 %
11.273.428 $+1.273.428 $1
T-Mobile US, Inc.TMUS→ 0Neutral1.423.774 $+60.337 $
+4,4 %
1
Meta Platforms, Inc.META→ 0Neutral1.086.902 $-138.802 $
-11,3 %
11.225.704 $-134.843 $
-9,9 %
11.360.547 $-561 $
-0,0 %
1
REPUBLIC SERVICES, INC.RSG→ 0Neutral1.311.318 $+11.348 $
+0,9 %
11.299.970 $+142.704 $
+12,3 %
11.157.266 $-33.441 $
-2,8 %
11.190.707 $-34.027 $
-2,8 %
1
Honeywell Aerospace Inc.HONA→ 01.179.904 $+1.179.904 $1
Leidos Holdings, Inc.LDOS→ 0Sehr stark1.085.267 $-68.571 $
-5,9 %
11.153.838 $+1.153.838 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.113.368 $+47.148 $
+4,4 %
11.066.220 $-80.325 $
-7,0 %
11.146.545 $-205 $
-0,0 %
11.146.750 $-161.429 $
-12,3 %
1
Arista Networks, Inc.ANET→ 0Neutral928.462 $-35.395 $
-3,7 %
1963.857 $-104.489 $
-9,8 %
11.068.346 $+318.618 $
+42,5 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral819.139 $+78.305 $
+10,6 %
1740.834 $-183.888 $
-19,9 %
1924.722 $-128.200 $
-12,2 %
11.052.922 $-52.154 $
-4,7 %
1
nVent Electric plcNVT→ 0Neutral1.048.190 $+1.048.190 $1
VANGUARD MUN BD FDS→ 01.025.346 $+708.257 $
+223,4 %
11.002.551 $+798.475 $
+391,3 %
1966.571 $+751.396 $
+349,2 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 0919.066 $+37.250 $
+4,2 %
1881.816 $-63.621 $
-6,7 %
1945.437 $+14.613 $
+1,6 %
1930.824 $+138.675 $
+17,5 %
1
Blackstone Inc.BX→ 0Neutral939.441 $+121.583 $
+14,9 %
1
COZAD ASSET MANAGEMENT INC→ 0916.602 $+41.101 $
+4,7 %
1875.501 $-47.911 $
-5,2 %
1923.412 $+15.209 $
+1,7 %
1908.203 $-2.207 $
-0,2 %
1
ServiceNow, Inc.NOW→ 0Neutral894.972 $-145.959 $
-14,0 %
1
IAMGOLD CORPIAG→ 0824.282 $-62.385 $
-7,0 %
1886.667 $+886.667 $1
MCDONALDS CORPMCD→ 0Stark590.752 $-238.758 $
-28,8 %
1829.510 $+18.377 $
+2,3 %
1811.133 $+9.351 $
+1,2 %
1801.782 $+35.404 $
+4,6 %
1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach672.491 $-115.816 $
-14,7 %
1788.307 $+139.551 $
+21,5 %
1
Trane Technologies plcTT→ 0Neutral775.202 $+119.064 $
+18,1 %
1656.138 $+44.813 $
+7,3 %
1611.325 $-49.993 $
-7,6 %
1661.318 $-22.732 $
-3,3 %
1
EXXON MOBIL CORPXOM→ 0Stark623.460 $-141.950 $
-18,5 %
1765.410 $+214.868 $
+39,0 %
1550.542 $+24.798 $
+4,7 %
1525.744 $+26.839 $
+5,4 %
1
Marvell Technology, Inc.MRVL→ 0Neutral748.002 $+748.002 $1
Eaton Corp plcETN→ 0Neutral248.895 $-406.418 $
-62,0 %
1655.313 $-77.382 $
-10,6 %
1732.695 $+39.177 $
+5,6 %
1
SPDR GOLD TRUSTGLD→ 0613.721 $-103.142 $
-14,4 %
1716.863 $+56.611 $
+8,6 %
1660.252 $+68.039 $
+11,5 %
1592.213 $+84.366 $
+16,6 %
1
Philip Morris International Inc.PM→ 0Neutral709.646 $+62.085 $
+9,6 %
1647.561 $+20.280 $
+3,2 %
1627.281 $-6.061 $
-1,0 %
1633.342 $-39.884 $
-5,9 %
1
ARM HOLDINGS PLC /UKARM→ 0Neutral502.498 $-140.433 $
-21,8 %
1642.931 $-93.896 $
-12,7 %
1
MAI Capital Management→ 0424.426 $+26.623 $
+6,7 %
1397.803 $-195.027 $
-32,9 %
1592.830 $-42.718 $
-6,7 %
1635.548 $+296.503 $
+87,5 %
1
BBR PARTNERS, LLC→ 0516.261 $+130.337 $
+33,8 %
1385.924 $-3.616 $
-0,9 %
1389.540 $+5.179 $
+1,3 %
1384.361 $+22.133 $
+6,1 %
1
Invesco Ltd.IVZ→ 0Sehr stark426.111 $+18.816 $
+4,6 %
1407.295 $-10.291 $
-2,5 %
1417.586 $-10.164 $
-2,4 %
1427.750 $+68.031 $
+18,9 %
1
ORACLE CORPORCL→ 0Neutral200.811 $-199.352 $
-49,8 %
1400.163 $+111.546 $
+38,6 %
1
JOHNSON & JOHNSONJNJ→ 0Stark389.758 $+19.401 $
+5,2 %
1370.357 $+49.432 $
+15,4 %
1320.925 $+37.820 $
+13,4 %
1283.105 $+51.572 $
+22,3 %
1
JMG Financial Group, Ltd.→ 0389.510 $+2.489 $
+0,6 %
1387.021 $+387.021 $1
AbbVie Inc.ABBV→ 0Neutral350.724 $+60.199 $
+20,7 %
1290.525 $-18.341 $
-5,9 %
1308.866 $-33.474 $
-9,8 %
1342.340 $+70.083 $
+25,7 %
1
Baker Hughes CoBKR→ 0Stark303.123 $-29.784 $
-8,9 %
1332.907 $+72.464 $
+27,8 %
1260.443 $-39.072 $
-13,0 %
1299.515 $+65.071 $
+27,8 %
1
ALTRIA GROUP, INC.MO→ 0Stark324.182 $+27.822 $
+9,4 %
1296.360 $+38.420 $
+14,9 %
1257.940 $-36.607 $
-12,4 %
1294.547 $+62.862 $
+27,1 %
1
VANGUARD SPECIALIZED FUNDS→ 0317.089 $+30.108 $
+10,5 %
1286.981 $-715.570 $
-71,4 %
1292.128 $-674.443 $
-69,8 %
1
Tidal Trust II→ 0304.396 $+304.396 $1
CHEVRON CORPCVX→ 0Sehr stark253.001 $-49.383 $
-16,3 %
1302.384 $+64.485 $
+27,1 %
1237.899 $+12.385 $
+5,5 %
1225.514 $+225.514 $1
ECOLAB INC.ECL→ 0Neutral260.872 $+23.063 $
+9,7 %
1237.809 $-1.820 $
-0,8 %
1239.629 $-41.172 $
-14,7 %
1280.801 $+5.203 $
+1,9 %
1
ENTREPRENEURSHARES SERIES TR→ 0275.713 $-749.633 $
-73,1 %
1
iShares Ethereum Trust ETFETHA→ 0267.504 $+267.504 $1
RTX CorpRTX→ 0Neutral264.755 $+1.249 $
+0,5 %
1263.506 $+10.362 $
+4,1 %
1253.144 $+27.262 $
+12,1 %
1225.882 $+225.882 $1
PROCTER & GAMBLE CoPG→ 0Neutral256.661 $+15.994 $
+6,6 %
1240.667 $+4.910 $
+2,1 %
1235.757 $-25.106 $
-9,6 %
1260.863 $-8.180 $
-3,0 %
1
COCA COLA COKO→ 0Stark259.359 $+28.612 $
+12,4 %
1230.747 $+15.909 $
+7,4 %
1214.838 $+3.907 $
+1,9 %
1210.931 $-12.472 $
-5,6 %
1
Ancora Advisors LLC→ 0252.059 $+24.290 $
+10,7 %
1
FREEPORT-MCMORAN INCFCX→ 0Stark251.661 $+26.262 $
+11,7 %
1225.399 $+15.262 $
+7,3 %
1210.137 $+210.137 $1
CORNING INC /NYGLW→ 0Stark245.497 $+245.497 $1
GraniteShares Platinum TrustPLTM→ 0240.706 $+240.706 $1
SELECTIVE INSURANCE GROUP INCSIGI→ 0Sehr stark236.219 $+236.219 $1
HOLLENCREST CAPITAL MANAGEMENT→ 0228.413 $+5.233 $
+2,3 %
1223.180 $+223.180 $1
PPL CorpPPL→ 0Neutral216.747 $-10.002 $
-4,4 %
1226.749 $+18.302 $
+8,8 %
1208.447 $+208.447 $1
ABBOTT LABORATORIESABT→ 0Neutral213.087 $-12.749 $
-5,6 %
1225.836 $-2.448 $
-1,1 %
1
iShares, Inc.→ 0202.370 $-15.271 $
-7,0 %
1217.641 $+15.441 $
+7,6 %
1202.200 $+202.200 $1
PRICE T ROWE GROUP INCTROW→ 0Stark217.598 $+217.598 $1
KRANESHARES TRUST→ 0215.175 $-1.345.741 $
-86,2 %
1
WEDBUSH SER TR→ 0204.076 $-1.234.471 $
-85,8 %
1206.532 $-1.471.249 $
-87,7 %
1
Medtronic plcMDT→ 0Neutral205.806 $+205.806 $1
Tidal Trust I→ 0204.582 $+204.582 $1
KCM INVESTMENT ADVISORS LLC→ 0200.070 $+200.070 $1
Nextdoor Holdings, Inc.NXDR→ 0Neutral25.620 $+25.620 $1
346.967.852 $+54.425.145 $
+18,6 %
83296.373.351 $+1.111.695 $
+37,3 %
74301.467.405 $-4.890.758 $
+8,4 %
82312.759.566 $+20.551.627 $
+16,0 %
80
Erweitert ×