Investments: Second Half Financial Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Second Half Financial Partners, 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
144.825.394 $+15.347.366 $
+15,4 %
84130.063.826 $+5.536.041 $
+2,6 %
72131.054.898 $-3.342.266 $
+0,5 %
79133.109.119 $+14.968.599 $
+11,4 %
77
SPDR SERIES TRUST→ 043.297.553 $+65.985 $
+0,2 %
143.231.568 $+345.603 $
+0,8 %
142.885.965 $-173.646 $
-0,4 %
143.059.611 $+4.963.671 $
+13,0 %
1
FIRST TRUST EXCHANGE-TRADED FUND IV→ 018.466.682 $+2.418.256 $
+15,1 %
116.048.426 $-433.402 $
-2,6 %
116.481.828 $+244.966 $
+1,5 %
116.236.862 $+566.034 $
+3,6 %
1
Tidal Trust III→ 015.963.803 $+363.601 $
+2,3 %
115.600.202 $-623.316 $
-3,8 %
116.223.518 $-450.172 $
-2,7 %
116.673.690 $-2.880 $
-0,0 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 05.439.276 $+1.455.980 $
+36,6 %
13.983.296 $-231.048 $
-5,5 %
14.214.344 $+99.856 $
+2,4 %
14.114.488 $+406.805 $
+11,0 %
1
iSHARES TRUST→ 04.788.301 $+896.349 $
+23,0 %
13.891.952 $+1.296.259 $
+49,9 %
12.595.693 $-1.734.489 $
-40,1 %
14.330.182 $+564.147 $
+15,0 %
1
ISHARES TR→ 04.079.900 $+3.179.206 $
+353,0 %
13.142.410 $+1.889.186 $
+150,7 %
13.185.699 $+1.979.224 $
+164,1 %
12.909.500 $+1.708.670 $
+142,3 %
1
SELECT SECTOR SPDR TRUST→ 03.916.057 $+843.800 $
+27,5 %
13.072.257 $+391.797 $
+14,6 %
12.680.460 $-733.128 $
-21,5 %
13.413.588 $+332.958 $
+10,8 %
1
Apple Inc.AAPL→ 0Neutral3.700.635 $+459.517 $
+14,2 %
13.241.118 $+213.179 $
+7,0 %
13.027.939 $+195.980 $
+6,9 %
12.831.959 $+540.651 $
+23,6 %
1
SCHWAB STRATEGIC TRUST→ 02.609.481 $+134.554 $
+5,4 %
12.474.927 $+250.160 $
+11,2 %
12.224.767 $+6.067 $
+0,3 %
12.218.700 $+115.918 $
+5,5 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 02.380.330 $+254.930 $
+12,0 %
12.125.400 $-108.104 $
-4,8 %
12.233.504 $+59.206 $
+2,7 %
12.174.298 $+102.532 $
+4,9 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 02.111.045 $+298.798 $
+16,5 %
11.812.247 $+238.060 $
+15,1 %
11.574.187 $-160.187 $
-9,2 %
11.734.374 $+289.773 $
+20,1 %
1
NVIDIA CORPNVDA→ 0Neutral2.052.371 $+238.562 $
+13,2 %
11.813.809 $-73.068 $
-3,9 %
11.886.877 $-39.607 $
-2,1 %
11.926.484 $+315.582 $
+19,6 %
1
COZAD ASSET MANAGEMENT INC→ 0799.960 $+44.144 $
+5,8 %
1755.816 $-950.854 $
-55,7 %
11.706.670 $+972.349 $
+132,4 %
1734.321 $+35.417 $
+5,1 %
1
MICROSOFT CORPMSFT→ 0Neutral828.827 $-41.790 $
-4,8 %
1870.617 $-538.138 $
-38,2 %
11.408.755 $-86.534 $
-5,8 %
11.495.289 $+29.950 $
+2,0 %
1
EA SERIES TRUST→ 01.432.530 $-2.647.370 $
-64,9 %
11.253.224 $+380.947 $
+43,7 %
11.206.475 $-1.703.025 $
-58,5 %
11.200.830 $+317.012 $
+35,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral828.116 $+43.323 $
+5,5 %
1784.793 $-624.247 $
-44,3 %
11.409.040 $+12.028 $
+0,9 %
11.397.012 $+160.571 $
+13,0 %
1
PACER FDS TR→ 01.406.326 $+185.884 $
+15,2 %
1
AMAZON COM INCAMZN→ 0Neutral1.064.946 $+243.283 $
+29,6 %
1821.663 $-467.047 $
-36,2 %
11.288.710 $+53.370 $
+4,3 %
11.235.340 $-13.687 $
-1,1 %
1
NETFLIX INCNFLX→ 0Stark681.584 $-271.455 $
-28,5 %
1953.039 $+31.191 $
+3,4 %
1921.848 $-322.631 $
-25,9 %
11.244.479 $-43.764 $
-3,4 %
1
Walmart Inc.WMT→ 0Stark750.104 $-81.311 $
-9,8 %
1831.415 $-407.671 $
-32,9 %
11.239.086 $+61.538 $
+5,2 %
11.177.548 $+88.587 $
+8,1 %
1
INVESCO EXCHANGE TRADED FD T→ 01.220.442 $-212.088 $
-14,8 %
1900.694 $-2.241.716 $
-71,3 %
1872.277 $-2.313.422 $
-72,6 %
1883.818 $+76.504 $
+9,5 %
1
EXXON MOBIL CORPXOM→ 0Stark1.174.657 $+328.475 $
+38,8 %
1846.182 $+53.370 $
+6,7 %
1792.812 $+39.657 $
+5,3 %
1
GENERAL DYNAMICS CORPGD→ 0Stark1.040.049 $+32.355 $
+3,2 %
11.007.694 $+8.487 $
+0,8 %
1999.207 $-1.969 $
-0,2 %
11.001.176 $+144.862 $
+16,9 %
1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Stark852.591 $-160.079 $
-15,8 %
11.012.670 $+120.217 $
+13,5 %
1892.453 $-24.999 $
-2,7 %
1917.452 $+162.173 $
+21,5 %
1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral802.398 $+84.178 $
+11,7 %
1718.220 $-21.476 $
-2,9 %
1739.696 $-119.409 $
-13,9 %
1859.105 $+23.021 $
+2,8 %
1
Rocket Companies, Inc.RKT→ 0Schwach836.782 $-1.389 $
-0,2 %
1838.171 $+838.171 $1
Expedia Group, Inc.EXPE→ 0Neutral835.192 $+164.918 $
+24,6 %
1670.274 $+670.274 $1
CATERPILLAR INCCAT→ 0Sehr stark821.259 $+260.867 $
+46,6 %
1560.392 $+118.709 $
+26,9 %
1441.683 $+73.800 $
+20,1 %
1367.883 $+52.268 $
+16,6 %
1
Tesla, Inc.TSLA→ 0Neutral691.046 $+58.327 $
+9,2 %
1632.719 $-170.031 $
-21,2 %
1802.750 $+114.323 $
+16,6 %
1688.427 $+247.197 $
+56,0 %
1
LAMAR ADVERTISING CO/NEWLAMR→ 0Neutral795.810 $+795.810 $1
Arista Networks, Inc.ANET→ 0Neutral785.865 $+216.166 $
+37,9 %
1569.699 $+569.699 $1
ALTRIA GROUP, INC.MO→ 0Stark738.423 $+151.112 $
+25,7 %
1587.311 $+587.311 $1
VISA INC.V→ 0Neutral213.684 $-488.788 $
-69,6 %
1702.472 $-28.423 $
-3,9 %
1730.895 $+30.736 $
+4,4 %
1
Alphabet Inc.GOOGL→ 0Stark725.835 $+62.147 $
+9,4 %
1663.688 $+63.041 $
+10,5 %
1600.647 $+130.492 $
+27,8 %
1470.155 $+197.880 $
+72,7 %
1
STERLING INFRASTRUCTURE, INC.STRL→ 0Neutral718.492 $+369.869 $
+106,1 %
1348.623 $+86.490 $
+33,0 %
1262.133 $-28.633 $
-9,8 %
1290.766 $+290.766 $1
QUANTA SERVICES, INC.PWR→ 0Stark668.543 $-47.575 $
-6,6 %
1716.118 $+98.713 $
+16,0 %
1
BRISTOL MYERS SQUIBB COBMY→ 0Stark665.223 $+70.793 $
+11,9 %
1594.430 $+594.430 $1
SHOPIFY INC.SHOP→ 0Neutral657.791 $+657.791 $1
Broadcom Inc.AVGO→ 0Neutral642.927 $+93.859 $
+17,1 %
1549.068 $-64.564 $
-10,5 %
1613.632 $+47.509 $
+8,4 %
1566.123 $+148.516 $
+35,6 %
1
TechnipFMC plcFTI→ 0Stark637.740 $+637.740 $1
QUALCOMM INC/DEQCOM→ 0Neutral619.596 $+619.596 $1
Salesforce, Inc.CRM→ 0Neutral618.811 $+618.811 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark593.075 $-19.669 $
-3,2 %
1612.744 $+69.959 $
+12,9 %
1542.785 $+42.199 $
+8,4 %
1500.586 $+42.056 $
+9,2 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral597.966 $+130.746 $
+28,0 %
1467.220 $+158.593 $
+51,4 %
1308.627 $-55 $
-0,0 %
1308.682 $+10.905 $
+3,7 %
1
VODAFONE GROUP PUBLIC LTD COVOD→ 0593.882 $+593.882 $1
AbbVie Inc.ABBV→ 0Neutral571.966 $+77.621 $
+15,7 %
1494.345 $-50.136 $
-9,2 %
1544.481 $-7.268 $
-1,3 %
1551.749 $+107.569 $
+24,2 %
1
ELI LILLY & CoLLY→ 0Neutral571.749 $+275.915 $
+93,3 %
1295.834 $-60.572 $
-17,0 %
1356.406 $+94.126 $
+35,9 %
1262.280 $+262.280 $1
ServiceNow, Inc.NOW→ 0Neutral431.230 $-124.619 $
-22,4 %
1555.849 $+555.849 $1
EXELIXIS, INC.EXEL→ 0Stark545.432 $+545.432 $1
LAM RESEARCH CORPLRCX→ 0Stark520.048 $+520.048 $1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark434.945 $-83.897 $
-16,2 %
1518.842 $+15.811 $
+3,1 %
1
DELTA AIR LINES, INC.DAL→ 0Sehr stark514.069 $+197.183 $
+62,2 %
1316.886 $+32.098 $
+11,3 %
1284.788 $+51.914 $
+22,3 %
1232.874 $+31.067 $
+15,4 %
1
POWELL INDUSTRIES INCPOWL→ 0Stark271.756 $-241.729 $
-47,1 %
1513.485 $+210.963 $
+69,7 %
1302.522 $+13.257 $
+4,6 %
1289.265 $+87.443 $
+43,3 %
1
COPART INCCPRT→ 0Neutral413.307 $-99.441 $
-19,4 %
1512.748 $+38.683 $
+8,2 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach423.826 $-80.437 $
-16,0 %
1504.263 $-31.932 $
-6,0 %
1
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR→ 0Stark423.130 $-77.980 $
-15,6 %
1501.110 $+14.564 $
+3,0 %
1
Diamondback Energy, Inc.FANG→ 0Sehr stark474.441 $-9.237 $
-1,9 %
1483.678 $+64.058 $
+15,3 %
1
CHEMED CORPCHE→ 0Neutral408.178 $-62.397 $
-13,3 %
1470.575 $+55.711 $
+13,4 %
1
ROPER TECHNOLOGIES INCROP→ 0Neutral452.811 $-15.399 $
-3,3 %
1
ARGAN INCAGX→ 0Stark451.181 $+143.454 $
+46,6 %
1307.727 $+307.727 $1
Motorola Solutions, Inc.MSI→ 0Stark360.564 $-37.483 $
-9,4 %
1398.047 $+38.024 $
+10,6 %
1360.023 $-69.474 $
-16,2 %
1429.497 $+70.330 $
+19,6 %
1
COCA COLA COKO→ 0Stark426.807 $+20.265 $
+5,0 %
1406.542 $+96.091 $
+31,0 %
1310.451 $+15.943 $
+5,4 %
1294.508 $-24.979 $
-7,8 %
1
MICRON TECHNOLOGY INCMU→ 0Stark404.002 $+404.002 $1
HOME DEPOT, INC.HD→ 0Neutral354.324 $+29.163 $
+9,0 %
1325.161 $-22.952 $
-6,6 %
1348.113 $-48.431 $
-12,2 %
1396.544 $+18.662 $
+4,9 %
1
CELESTICA INCCLS→ 0Schwach364.800 $+83.120 $
+29,5 %
1281.680 $-13.930 $
-4,7 %
1295.610 $+49.230 $
+20,0 %
1246.380 $+246.380 $1
SOUTHERN COSO→ 0Neutral356.304 $-5.525 $
-1,5 %
1361.829 $+34.938 $
+10,7 %
1326.891 $-28.378 $
-8,0 %
1355.269 $+9.920 $
+2,9 %
1
TWILIO INCTWLO→ 0Neutral359.221 $+135.136 $
+60,3 %
1224.085 $-9.331 $
-4,0 %
1233.416 $+29.341 $
+14,4 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark331.179 $-13.773 $
-4,0 %
1344.952 $+17.763 $
+5,4 %
1327.189 $+19.319 $
+6,3 %
1307.870 $+21.991 $
+7,7 %
1
PROSHARES TRUST→ 0232.224 $-97.056 $
-29,5 %
1329.280 $+46.776 $
+16,6 %
1
AT&T INC.T→ 0Sehr stark274.747 $-52.051 $
-15,9 %
1326.798 $+64.170 $
+24,4 %
1262.628 $-35.947 $
-12,0 %
1298.575 $-9.938 $
-3,2 %
1
Meta Platforms, Inc.META→ 0Neutral321.639 $+66.469 $
+26,0 %
1255.170 $-37.250 $
-12,7 %
1292.420 $+871 $
+0,3 %
1291.549 $-45.020 $
-13,4 %
1
Palantir Technologies Inc.PLTR→ 0Neutral239.899 $-79.162 $
-24,8 %
1319.061 $+12.778 $
+4,2 %
1306.283 $+77.402 $
+33,8 %
1
Constellation Energy CorpCEG→ 0Neutral224.278 $-27.885 $
-11,1 %
1252.163 $-66.840 $
-21,0 %
1319.003 $+21.853 $
+7,4 %
1297.150 $+5.698 $
+2,0 %
1
Credo Technology Group Holding LtdCRDO→ 0Neutral314.918 $+314.918 $1
ENTERGY CORP /DE/ETR→ 0Neutral314.027 $+6.835 $
+2,2 %
1307.192 $+54.488 $
+21,6 %
1252.704 $-2.077 $
-0,8 %
1254.781 $+27.531 $
+12,1 %
1
LINDE PLCLIN→ 0Stark271.406 $+12.124 $
+4,7 %
1259.282 $-22.135 $
-7,9 %
1281.417 $-19.258 $
-6,4 %
1300.675 $+3.684 $
+1,2 %
1
Uber Technologies, IncUBER→ 0Neutral204.281 $-67.895 $
-24,9 %
1272.176 $-25.065 $
-8,4 %
1297.241 $+14.542 $
+5,1 %
1
DOMINION ENERGY, INCD→ 0Sehr stark295.013 $+27.951 $
+10,5 %
1267.062 $+4.579 $
+1,7 %
1262.483 $-11.559 $
-4,2 %
1274.042 $+20.719 $
+8,2 %
1
Parker-Hannifin CorpPH→ 0Neutral282.677 $+23.953 $
+9,3 %
1258.724 $+4.705 $
+1,9 %
1254.019 $+34.914 $
+15,9 %
1219.105 $+17.247 $
+8,5 %
1
AppLovin CorpAPP→ 0Neutral261.442 $-17.352 $
-6,2 %
1278.794 $+278.794 $1
JOHNSON & JOHNSONJNJ→ 0Stark278.690 $+11.435 $
+4,3 %
1267.255 $+16.776 $
+6,7 %
1250.479 $+36.627 $
+17,1 %
1213.852 $+213.852 $1
RTX CorpRTX→ 0Neutral265.910 $-8.108 $
-3,0 %
1274.018 $+274.018 $1
NUVEEN MUNICIPAL VALUE FUND INCNUV→ 0271.660 $+6.776 $
+2,6 %
1264.884 $-2.062 $
-0,8 %
1266.946 $+2.357 $
+0,9 %
1264.589 $+8.545 $
+3,3 %
1
CSX CORPCSX→ 0Neutral263.033 $+263.033 $1
Walt Disney CoDIS→ 0Neutral202.289 $-58.548 $
-22,4 %
1260.837 $-21.663 $
-7,7 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral260.215 $+260.215 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark259.924 $+8.473 $
+3,4 %
1251.451 $+47.435 $
+23,3 %
1204.016 $-23.600 $
-10,4 %
1227.616 $+25.157 $
+12,4 %
1
LOWES COMPANIES INCLOW→ 0Neutral254.665 $+8.381 $
+3,4 %
1246.284 $+27.520 $
+12,6 %
1
HORTON D R INC /DE/DHI→ 0Stark221.540 $+6.339 $
+2,9 %
1215.201 $-38.011 $
-15,0 %
1253.212 $+253.212 $1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark252.635 $+252.635 $1
United States Gasoline Fund, LPUGA→ 0251.144 $+33.923 $
+15,6 %
1217.221 $+217.221 $1
AXON ENTERPRISE, INC.AXON→ 0Sehr schwach203.887 $-44.416 $
-17,9 %
1248.303 $-38.164 $
-13,3 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral248.049 $-21.135 $
-7,9 %
1
NUCOR CORPNUE→ 0Neutral243.243 $+243.243 $1
Duke Energy CORPDUK→ 0Neutral240.656 $+5.066 $
+2,2 %
1235.590 $+11.811 $
+5,3 %
1223.779 $-13.105 $
-5,5 %
1236.884 $+8.882 $
+3,9 %
1
AMERICAN EXPRESS COAXP→ 0Neutral218.510 $-20.478 $
-8,6 %
1238.988 $+24.413 $
+11,4 %
1214.575 $-119.078 $
-35,7 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark238.363 $+238.363 $1
iShares Silver TrustSLV→ 0237.399 $+237.399 $1
MANULIFE FINANCIAL CORPMFC→ 0233.459 $+24.377 $
+11,7 %
1209.082 $+209.082 $1
JAMES INVESTMENT RESEARCH, INC.→ 0225.496 $+225.496 $1
UNION PACIFIC CORPUNP→ 0Stark225.037 $+24.307 $
+12,1 %
1200.730 $+200.730 $1
MCDONALDS CORPMCD→ 0Stark220.972 $-3.666 $
-1,6 %
1224.638 $+8.572 $
+4,0 %
1216.066 $+10.378 $
+5,0 %
1
United States Oil Fund, LPUSO→ 0219.373 $+219.373 $1
Ancora Advisors LLC→ 0206.823 $-10.312 $
-4,7 %
1217.135 $+217.135 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral204.390 $-8.714 $
-4,1 %
1213.104 $+213.104 $1
UNITED RENTALS, INC.URI→ 0Neutral212.983 $+212.983 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark210.689 $+2.580 $
+1,2 %
1208.109 $+208.109 $1
BlackRock, Inc.BLK→ 0Neutral204.435 $-4.256 $
-2,0 %
1208.691 $+208.691 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral207.854 $+207.854 $1
EZCORP INCEZPW→ 0Stark205.069 $+205.069 $1
DARDEN RESTAURANTS INCDRI→ 0Stark204.066 $-32.431 $
-13,7 %
1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark202.393 $+202.393 $1
RUM Group Inc.RUM→ 0Sehr schwach129.165 $+25.263 $
+24,3 %
1103.902 $-24.855 $
-19,3 %
1128.757 $-18.744 $
-12,7 %
1147.501 $-35.449 $
-19,4 %
1
144.825.394 $+15.347.366 $
+15,4 %
84130.063.826 $+5.536.041 $
+2,6 %
72131.054.898 $-3.342.266 $
+0,5 %
79133.109.119 $+14.968.599 $
+11,4 %
77
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