Investments: HFG Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: HFG Advisors, Inc.
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
132.709.567 $+13.423.317 $
+28,7 %
67117.828.956 $+6.166.907 $
+29,7 %
68113.980.210 $+10.064.822 $
+39,4 %
66111.594.822 $+1.979.260 $
+8,1 %
65
Ancora Advisors LLC→ 014.954.169 $+3.153.667 $
+26,7 %
111.800.502 $-415.680 $
-3,4 %
112.216.182 $+343.670 $
+2,9 %
111.872.512 $+492.666 $
+4,3 %
1
COZAD ASSET MANAGEMENT INC→ 014.424.828 $+2.255.045 $
+18,5 %
112.169.783 $+1.287.859 $
+11,8 %
110.881.924 $+418.163 $
+4,0 %
110.463.761 $+875.269 $
+9,1 %
1
iSHARES TRUST→ 014.184.002 $+1.439.888 $
+11,3 %
112.744.114 $+81.880 $
+0,6 %
112.662.234 $+902.376 $
+7,7 %
111.759.858 $+810.241 $
+7,4 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 013.026.333 $+1.690.955 $
+14,9 %
111.335.378 $-1.133.404 $
-9,1 %
112.468.782 $-149.409 $
-1,2 %
112.618.191 $+995.084 $
+8,6 %
1
ISHARES TR→ 08.651.297 $+6.729.423 $
+350,1 %
17.354.464 $+256.518 $
+3,6 %
17.545.705 $+6.829.222 $
+953,2 %
17.369.745 $+176.751 $
+2,5 %
1
FIRST TR EXCHANGE-TRADED FD→ 06.885.622 $+6.117.080 $
+795,9 %
17.097.946 $+6.525.303 $
+1.139,5 %
17.195.840 $+6.624.980 $
+1.160,5 %
17.192.994 $+15.551 $
+0,2 %
1
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND→ 05.687.099 $+1.090.889 $
+23,7 %
14.596.210 $-635.918 $
-12,2 %
15.232.128 $+227.698 $
+4,5 %
15.004.430 $+442.498 $
+9,7 %
1
BlackRock Finance, Inc.→ 05.645.208 $+444.556 $
+8,5 %
15.200.652 $+231.024 $
+4,6 %
14.969.628 $-311.812 $
-5,9 %
15.281.440 $-240.862 $
-4,4 %
1
VANGUARD GROUP INC→ 05.442.431 $+654.559 $
+13,7 %
14.787.872 $-123.062 $
-2,5 %
14.910.934 $+138.247 $
+2,9 %
14.772.687 $+382.781 $
+8,7 %
1
PROCTER & GAMBLE CoPG→ 0Neutral2.775.588 $-16.282 $
-0,6 %
12.791.870 $-91.086 $
-3,2 %
12.882.956 $-1.245.468 $
-30,2 %
14.128.424 $+49.195 $
+1,2 %
1
FIRST TRUST EXCHANGE-TRADED FUND→ 03.232.533 $-135.514 $
-4,0 %
13.368.047 $+810.116 $
+31,7 %
12.557.931 $-50.630 $
-1,9 %
12.608.561 $+101.726 $
+4,1 %
1
SPDR SERIES TRUST→ 03.193.775 $-13.650 $
-0,4 %
13.207.425 $+904.850 $
+39,3 %
12.302.575 $-511.954 $
-18,2 %
12.814.529 $-511.341 $
-15,4 %
1
Alphabet Inc.GOOGL→ 0Stark2.943.536 $+683.794 $
+30,3 %
12.259.742 $+544.189 $
+31,7 %
11.715.553 $+791.286 $
+85,6 %
1924.267 $+519.466 $
+128,3 %
1
D L CARLSON INVESTMENT GROUP INC→ 02.358.940 $-67.005 $
-2,8 %
12.425.945 $+275.935 $
+12,8 %
12.150.010 $+20.504 $
+1,0 %
12.129.506 $+114.354 $
+5,7 %
1
FIRST TR EXCHNG TRADED FD VI→ 01.921.874 $-5.432.590 $
-73,9 %
1572.643 $-128.453 $
-18,3 %
1570.860 $-6.974.845 $
-92,4 %
1
GENERAL ELECTRIC COGE→ 0Neutral1.599.564 $+260.453 $
+19,4 %
11.339.111 $+14.889 $
+1,1 %
11.324.222 $+30.094 $
+2,3 %
11.294.128 $+191.727 $
+17,4 %
1
JAMES INVESTMENT RESEARCH, INC.→ 01.512.253 $+4.578 $
+0,3 %
11.507.675 $+255.072 $
+20,4 %
11.252.603 $+295.891 $
+30,9 %
1956.712 $+68.536 $
+7,7 %
1
Apple Inc.AAPL→ 0Neutral1.511.544 $+133.530 $
+9,7 %
11.378.014 $+203.918 $
+17,4 %
11.174.096 $+87.843 $
+8,1 %
11.086.253 $+217.564 $
+25,0 %
1
MICROSOFT CORPMSFT→ 0Neutral1.123.537 $-324.196 $
-22,4 %
11.447.733 $+195.640 $
+15,6 %
11.252.093 $+367.435 $
+41,5 %
1884.658 $+59.952 $
+7,3 %
1
GE Vernova Inc.GEV→ 0Sehr stark1.238.302 $+260.653 $
+26,7 %
1977.649 $+285.518 $
+41,3 %
1692.131 $+40.951 $
+6,3 %
1651.180 $+93.455 $
+16,8 %
1
Energy Transfer LPET→ 01.000.626 $-9.421 $
-0,9 %
11.010.047 $-135.217 $
-11,8 %
11.145.264 $-46.532 $
-3,9 %
11.191.796 $+102.219 $
+9,4 %
1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 01.115.115 $-32.760 $
-2,9 %
11.147.875 $+79.154 $
+7,4 %
11.068.721 $+26.335 $
+2,5 %
11.042.386 $+67.899 $
+7,0 %
1
US BANCORP \DE\USB→ 0Stark1.039.918 $+67.540 $
+6,9 %
1
LINCOLN NATIONAL CORPLNC→ 0Neutral823.089 $-3.494 $
-0,4 %
1826.583 $-180.107 $
-17,9 %
11.006.690 $+94.949 $
+10,4 %
1911.741 $+163.101 $
+21,8 %
1
FIRST TRUST EXCHANGE-TRADED FUND VI→ 0896.468 $+538.607 $
+150,5 %
1357.861 $+99.015 $
+38,3 %
1258.846 $-4.998 $
-1,9 %
1263.844 $+9.159 $
+3,6 %
1
FIFTH THIRD BANCORPFITB→ 0Sehr stark873.566 $+143.307 $
+19,6 %
1730.259 $+4.844 $
+0,7 %
1725.415 $+35.023 $
+5,1 %
1690.392 $+53.000 $
+8,3 %
1
CINCINNATI FINANCIAL CORPCINF→ 0Sehr stark527.094 $+79.119 $
+17,7 %
1447.975 $-401.289 $
-47,3 %
1849.264 $+66.827 $
+8,5 %
1782.437 $+45.432 $
+6,2 %
1
MICRON TECHNOLOGY INCMU→ 0Stark784.919 $+293.730 $
+59,8 %
1491.189 $-356.526 $
-42,1 %
1
VANGUARD SPECIALIZED FUNDS→ 0768.542 $+532.859 $
+226,1 %
1701.096 $-6.494.744 $
-90,3 %
1716.483 $+13.008 $
+1,8 %
1703.475 $-6.666.270 $
-90,5 %
1
AbbVie Inc.ABBV→ 0Neutral748.376 $+206.173 $
+38,0 %
1542.203 $+331.992 $
+157,9 %
1210.211 $-2.805 $
-1,3 %
1213.016 $+213.016 $1
Broadcom Inc.AVGO→ 0Neutral386.816 $-326.915 $
-45,8 %
1713.731 $+386.320 $
+118,0 %
1327.411 $+8.717 $
+2,7 %
1318.694 $+59.583 $
+23,0 %
1
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II→ 0654.821 $+28.007 $
+4,5 %
1626.814 $+9.819 $
+1,6 %
1616.995 $+29.494 $
+5,0 %
1587.501 $+38.853 $
+7,1 %
1
BBR PARTNERS, LLC→ 0648.571 $+163.740 $
+33,8 %
1484.831 $-4.543 $
-0,9 %
1489.374 $+6.507 $
+1,3 %
1482.867 $+30.723 $
+6,8 %
1
NVIDIA CORPNVDA→ 0Neutral596.268 $-21.107 $
-3,4 %
1617.375 $+330.910 $
+115,5 %
1286.465 $+13.125 $
+4,8 %
1273.340 $+69.375 $
+34,0 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral615.480 $+34.689 $
+6,0 %
1580.791 $+71.105 $
+14,0 %
1509.686 $-91 $
-0,0 %
1509.777 $+18.177 $
+3,7 %
1
OLD REPUBLIC INTERNATIONAL CORPORI→ 0Stark522.052 $-29.462 $
-5,3 %
1551.514 $+85.745 $
+18,4 %
1465.769 $+44.197 $
+10,5 %
1
AMAZON COM INCAMZN→ 0Neutral388.017 $-132.658 $
-25,5 %
1520.675 $+177.446 $
+51,7 %
1343.229 $+16.728 $
+5,1 %
1326.501 $+326.501 $1
RTX CorpRTX→ 0Neutral423.668 $-95.232 $
-18,4 %
1518.900 $+136.877 $
+35,8 %
1382.023 $+33.475 $
+9,6 %
1348.548 $+113.019 $
+48,0 %
1
JOHNSON & JOHNSONJNJ→ 0Stark514.288 $+21.741 $
+4,4 %
1492.547 $+148.596 $
+43,2 %
1343.951 $+100.309 $
+41,2 %
1243.642 $+243.642 $1
RIO TINTO PLCRIO→ 0500.187 $+150.443 $
+43,0 %
1349.744 $+49.712 $
+16,6 %
1300.032 $+300.032 $1
Venture Global, Inc.VG→ 0Neutral172.848 $-316.374 $
-64,7 %
1489.222 $+489.222 $1
Capital Group Core Equity ETF→ 0441.464 $+60.146 $
+15,8 %
1381.318 $-17.965 $
-4,5 %
1399.283 $+6.848 $
+1,7 %
1392.435 $+25.905 $
+7,1 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral279.324 $-14.914 $
-5,1 %
1294.238 $-146.506 $
-33,2 %
1440.744 $+44.359 $
+11,2 %
1396.385 $+72.860 $
+22,5 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark330.515 $-92.499 $
-21,9 %
1423.014 $+34.243 $
+8,8 %
1388.771 $+388.771 $1
AlphaStar Capital Management, LLC→ 0415.635 $+28.458 $
+7,4 %
1387.177 $+22.089 $
+6,1 %
1365.088 $+7.739 $
+2,2 %
1357.349 $+24.548 $
+7,4 %
1
Capital Group Dividend Value ETF→ 0410.995 $+56.211 $
+15,8 %
1354.784 $-9.174 $
-2,5 %
1363.958 $+13.428 $
+3,8 %
1350.530 $+21.183 $
+6,4 %
1
FIRST HORIZON CORPFHN→ 0Neutral403.958 $+41.162 $
+11,3 %
1362.796 $-13.750 $
-3,7 %
1376.546 $+376.546 $1
ELI LILLY & CoLLY→ 0Neutral353.832 $-30.632 $
-8,0 %
1384.464 $+64.210 $
+20,0 %
1320.254 $+92.880 $
+40,8 %
1227.374 $-3.367 $
-1,5 %
1
Sandisk CorpSNDK→ 0Stark368.344 $+368.344 $1
MAI Capital Management→ 0361.291 $+26.743 $
+8,0 %
1334.548 $+3.623 $
+1,1 %
1330.925 $+6.387 $
+2,0 %
1324.538 $+19.735 $
+6,5 %
1
JPMORGAN CHASE & COJPM→ 0Neutral256.299 $-48.744 $
-16,0 %
1305.043 $-28.134 $
-8,4 %
1333.177 $+7.022 $
+2,2 %
1326.155 $+73.645 $
+29,2 %
1
TotalEnergies SETTE→ 0277.602 $-47.197 $
-14,5 %
1324.799 $+324.799 $1
Merchants BancorpMBIN→ 0Neutral315.635 $+315.635 $1
FIRST FINANCIAL BANCORP /OH/FFBC→ 0Sehr stark315.625 $+12.375 $
+4,1 %
1
MPLX LPMPLX→ 0312.632 $+81.498 $
+35,3 %
1231.134 $+14.985 $
+6,9 %
1216.149 $+13.851 $
+6,8 %
1202.298 $-6.318 $
-3,0 %
1
SELECT SECTOR SPDR TRUST→ 0297.687 $+90.030 $
+43,4 %
1207.657 $-17.297 $
-7,7 %
1224.954 $+11.585 $
+5,4 %
1213.369 $+213.369 $1
SCHWAB STRATEGIC TRUST→ 0294.021 $+8.616 $
+3,0 %
1
VANGUARD WORLD FUND→ 0290.673 $+78.566 $
+37,0 %
1212.107 $-17.042 $
-7,4 %
1229.149 $+2.173 $
+1,0 %
1226.976 $+25.339 $
+12,6 %
1
Duke Energy CORPDUK→ 0Neutral286.576 $+286.576 $1
AFLAC INCAFL→ 0Stark285.856 $+18.383 $
+6,9 %
1267.473 $-1.365 $
-0,5 %
1268.838 $-3.487 $
-1,3 %
1272.325 $+15.214 $
+5,9 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral264.440 $-9.399 $
-3,4 %
1273.839 $+27.161 $
+11,0 %
1
UNITED PARCEL SERVICE INCUPS→ 0Neutral271.331 $+23.020 $
+9,3 %
1248.311 $+40.903 $
+19,7 %
1207.408 $+207.408 $1
ALLSTATE CORPALL→ 0Sehr stark266.810 $+16.582 $
+6,6 %
1
Invesco Ltd.IVZ→ 0Sehr stark262.150 $+6.160 $
+2,4 %
1255.990 $+6.020 $
+2,4 %
1249.970 $-7.210 $
-2,8 %
1257.180 $+2.310 $
+0,9 %
1
MANULIFE FINANCIAL CORPMFC→ 0257.928 $+38.648 $
+17,6 %
1219.280 $-11.714 $
-5,1 %
1230.994 $+27.505 $
+13,5 %
1
ALLIANCEBERNSTEIN L.P.→ 0252.429 $+1.705 $
+0,7 %
1250.724 $-17.121 $
-6,4 %
1
CVS HEALTH CorpCVS→ 0Neutral248.928 $+28.863 $
+13,1 %
1220.065 $+11.008 $
+5,3 %
1209.057 $+209.057 $1
Mastercard IncMA→ 0Neutral245.833 $+26.045 $
+11,9 %
1219.788 $+796 $
+0,4 %
1218.992 $+5.455 $
+2,6 %
1
Merck & Co., Inc.MRK→ 0Sehr stark243.896 $+8.849 $
+3,8 %
1235.047 $+34.106 $
+17,0 %
1200.941 $+200.941 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral239.549 $-25.469 $
-9,6 %
1
JANUS DETROIT STR TR→ 0235.683 $-8.415.614 $
-97,3 %
1
Elevance Health, Inc.ELV→ 0Stark233.831 $+21.875 $
+10,3 %
1211.956 $+1.204 $
+0,6 %
1210.752 $-41.757 $
-16,5 %
1
Cheniere Energy, Inc.LNG→ 0Sehr stark233.100 $+233.100 $1
Meta Platforms, Inc.META→ 0Neutral232.285 $+232.285 $1
Philip Morris International Inc.PM→ 0Neutral229.328 $+229.328 $1
AMGEN INCAMGN→ 0Neutral227.647 $+227.647 $1
UNION PACIFIC CORPUNP→ 0Stark215.968 $-5.301 $
-2,4 %
1221.269 $+221.269 $1
EXXON MOBIL CORPXOM→ 0Stark220.219 $+220.219 $1
BlackRock Fund Advisors→ 0216.340 $+13.553 $
+6,7 %
1202.787 $+2.397 $
+1,2 %
1200.390 $+200.390 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark214.599 $+2.157 $
+1,0 %
1
WisdomTree, Inc.WT→ 0Stark214.592 $+1.166 $
+0,5 %
1213.426 $+1.610 $
+0,8 %
1211.816 $+211.816 $1
SouthState Bank CorpSSB→ 0Neutral214.186 $+214.186 $1
BROOKFIELD Corp /ON/BN→ 0212.149 $+785 $
+0,4 %
1211.364 $+211.364 $1
TSAKOS ENERGY NAVIGATION LTDTEN→ 0206.600 $+206.600 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark206.098 $+206.098 $1
PEPSICO INCPEP→ 0Stark204.129 $+204.129 $1
CITIGROUP INCC→ 0Neutral202.579 $+202.579 $1
GE HealthCare Technologies Inc.GEHC→ 0Stark201.195 $+201.195 $1
Chubb LtdCB→ 0Stark201.099 $+201.099 $1
JBS N.V.JBS→ 0133.122 $+133.122 $1
Rithm Capital Corp.RITM→ 0Neutral109.000 $-4.900 $
-4,3 %
1113.900 $+1.000 $
+0,9 %
1
132.709.567 $+13.423.317 $
+28,7 %
67117.828.956 $+6.166.907 $
+29,7 %
68113.980.210 $+10.064.822 $
+39,4 %
66111.594.822 $+1.979.260 $
+8,1 %
65
Erweitert ×