Investments: New Insight Wealth Advisors

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: New Insight Wealth Advisors
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
305.566.126 $+35.105.129 $
+132,5 %
76251.622.609 $+15.588.798 $
+58,3 %
67251.737.584 $+15.988.863 $
+30,1 %
67238.824.028 $+14.772.356 $
+27,4 %
64
iSHARES TRUST→ 044.345.736 $+4.166.360 $
+10,4 %
140.179.376 $-2.190.056 $
-5,2 %
142.369.432 $+3.761.565 $
+9,7 %
138.607.867 $+3.365.302 $
+9,5 %
1
FIDELITY MERRIMACK STR TR→ 018.948.335 $+339.055 $
+1,8 %
118.055.719 $+17.549.685 $
+3.468,1 %
117.807.232 $+12.620.424 $
+243,3 %
116.970.227 $+11.829.462 $
+230,1 %
1
ISHARES TR→ 018.609.280 $+18.320.967 $
+6.354,5 %
114.364.359 $+9.468.948 $
+193,4 %
114.941.469 $+9.924.947 $
+197,8 %
114.390.716 $-2.579.511 $
-15,2 %
1
VANGUARD WORLD FUND→ 014.622.726 $+3.947.514 $
+37,0 %
110.675.212 $-862.640 $
-7,5 %
111.537.852 $+612.666 $
+5,6 %
110.925.186 $+1.149.719 $
+11,8 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 013.159.914 $+2.565.309 $
+24,2 %
110.594.605 $+1.291.153 $
+13,9 %
19.303.452 $+2.863.568 $
+44,5 %
16.439.884 $+4.766.675 $
+284,9 %
1
VANGUARD GROUP INC→ 010.806.956 $+831.766 $
+8,3 %
19.975.190 $-869.636 $
-8,0 %
110.844.826 $-888.007 $
-7,6 %
111.732.833 $-152.728 $
-1,3 %
1
SCHWAB STRATEGIC TRUST→ 010.225.794 $+1.231.034 $
+13,7 %
18.994.760 $-270.826 $
-2,9 %
19.265.586 $-2.138.807 $
-18,8 %
111.404.393 $-4.623.275 $
-28,8 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 09.411.881 $+198.186 $
+2,2 %
19.213.695 $-727.886 $
-7,3 %
19.941.581 $-539.344 $
-5,1 %
110.480.925 $-1.099.003 $
-9,5 %
1
Alphabet Inc.GOOGL→ 0Stark10.396.650 $+2.545.959 $
+32,4 %
17.850.691 $+182.519 $
+2,4 %
17.668.172 $+2.162.864 $
+39,3 %
15.505.308 $+1.550.881 $
+39,2 %
1
MAI Capital Management→ 09.564.000 $+2.455.005 $
+34,5 %
17.108.995 $+2.443.957 $
+52,4 %
14.665.038 $+1.390.234 $
+42,5 %
13.274.804 $+408.528 $
+14,3 %
1
AMAZON COM INCAMZN→ 0Neutral8.793.783 $+1.306.485 $
+17,4 %
17.487.298 $-293.173 $
-3,8 %
17.780.471 $+492.504 $
+6,8 %
17.287.967 $+194.650 $
+2,7 %
1
Tesla, Inc.TSLA→ 0Neutral6.297.223 $+341.788 $
+5,7 %
15.955.435 $-1.240.984 $
-17,2 %
17.196.419 $-1.581.020 $
-18,0 %
18.777.439 $+2.107.532 $
+31,6 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark8.416.694 $+2.830.718 $
+50,7 %
15.585.976 $+1.060.446 $
+23,4 %
14.525.530 $+1.106.741 $
+32,4 %
13.418.789 $+1.187.410 $
+53,2 %
1
SMITHBRIDGE ASSET MANAGEMENT INC/DE→ 07.051.836 $+1.684.590 $
+31,4 %
15.367.246 $+2.510.628 $
+87,9 %
12.856.618 $+1.778.384 $
+164,9 %
11.078.234 $+394.250 $
+57,6 %
1
SPDR SERIES TRUST→ 06.720.071 $+1.266.649 $
+23,2 %
15.453.422 $-61.315 $
-1,1 %
15.514.737 $+977.397 $
+21,5 %
14.537.340 $+1.576.154 $
+53,2 %
1
MICROSOFT CORPMSFT→ 0Neutral6.372.289 $+1.258.838 $
+24,6 %
15.113.451 $-893.956 $
-14,9 %
16.007.407 $+159.388 $
+2,7 %
15.848.019 $+515.320 $
+9,7 %
1
VANGUARD WHITEHALL FDS→ 03.799.686 $-886.810 $
-18,9 %
14.212.707 $-13.843.012 $
-76,7 %
15.016.522 $-12.790.710 $
-71,8 %
16.292.445 $+1.106.721 $
+21,3 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 06.244.191 $+1.852.869 $
+42,2 %
14.391.322 $+1.958.484 $
+80,5 %
12.432.838 $+1.263.549 $
+108,1 %
11.169.289 $+1.169.289 $1
Apple Inc.AAPL→ 0Neutral5.621.307 $+977.571 $
+21,1 %
14.643.736 $-489.647 $
-9,5 %
15.133.383 $+1.208.431 $
+30,8 %
13.924.952 $+298.780 $
+8,2 %
1
Global-E Online Ltd.GLBE→ 04.845.425 $+541.326 $
+12,6 %
14.304.099 $-1.180.314 $
-21,5 %
15.484.413 $+495.285 $
+9,9 %
14.989.128 $+964.328 $
+24,0 %
1
VANGUARD SPECIALIZED FUNDS→ 04.686.496 $+4.229.860 $
+926,3 %
14.895.411 $+682.704 $
+16,2 %
15.186.808 $+4.666.781 $
+897,4 %
15.140.765 $-1.151.680 $
-18,3 %
1
SIMON PROPERTY GROUP INC.SPG→ 0Neutral3.584.071 $+269.757 $
+8,1 %
13.314.314 $-299.542 $
-8,3 %
13.613.856 $-750.350 $
-17,2 %
14.364.206 $-387.614 $
-8,2 %
1
Marvell Technology, Inc.MRVL→ 0Neutral4.322.682 $+2.731.780 $
+171,7 %
11.590.902 $+208.669 $
+15,1 %
11.382.233 $+72.212 $
+5,5 %
11.310.021 $+477.197 $
+57,3 %
1
FEDERAL REALTY INVESTMENT TRUSTFRT→ 0Neutral4.152.645 $+533.008 $
+14,7 %
13.619.637 $+521.448 $
+16,8 %
13.098.189 $+1.617.949 $
+109,3 %
11.480.240 $+1.480.240 $1
PFIZER INCPFE→ 0Stark3.613.192 $-484.819 $
-11,8 %
14.098.011 $+282.743 $
+7,4 %
13.815.268 $-87.331 $
-2,2 %
13.902.599 $-165.708 $
-4,1 %
1
MATTHEWS INTERNATIONAL FUNDS→ 04.007.292 $+2.391.910 $
+148,1 %
11.615.382 $+131.689 $
+8,9 %
11.483.693 $-101.331 $
-6,4 %
11.585.024 $+217.248 $
+15,9 %
1
Meta Platforms, Inc.META→ 0Neutral3.794.684 $-6.766 $
-0,2 %
13.801.450 $-10.392 $
-0,3 %
13.811.842 $-190.291 $
-4,8 %
14.002.133 $-181.166 $
-4,3 %
1
Rivian Automotive, Inc. / DERIVN→ 0Schwach3.994.398 $+1.788.610 $
+81,1 %
12.205.788 $+704.596 $
+46,9 %
11.501.192 $+320.127 $
+27,1 %
11.181.065 $+8.576 $
+0,7 %
1
HEALTHPEAK PROPERTIES, INC.DOC→ 0Neutral3.767.498 $+3.261.963 $
+645,2 %
1505.535 $+505.535 $1
NVIDIA CORPNVDA→ 0Neutral3.680.232 $+650.145 $
+21,5 %
13.030.087 $-179.643 $
-5,6 %
13.209.730 $+127.571 $
+4,1 %
13.082.159 $+407.198 $
+15,2 %
1
Ancora Advisors LLC→ 03.166.802 $+744.994 $
+30,8 %
12.421.808 $+106.731 $
+4,6 %
12.315.077 $-42.875 $
-1,8 %
12.357.952 $+183.072 $
+8,4 %
1
JAMES INVESTMENT RESEARCH, INC.→ 02.589.077 $+76.790 $
+3,1 %
12.512.287 $-308.666 $
-10,9 %
12.820.953 $+22.557 $
+0,8 %
12.798.396 $+854.369 $
+43,9 %
1
Alibaba Group Holding LtdBABA→ 0Schwach1.503.911 $-492.409 $
-24,7 %
11.996.320 $-307.478 $
-13,3 %
12.303.798 $-469.377 $
-16,9 %
12.773.175 $+1.013.505 $
+57,6 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral2.599.367 $+110.365 $
+4,4 %
12.489.002 $-186.747 $
-7,0 %
12.675.749 $+281.876 $
+11,8 %
12.393.873 $+262.819 $
+12,3 %
1
Broadcom Inc.AVGO→ 0Neutral2.666.420 $+615.593 $
+30,0 %
12.050.827 $-294.752 $
-12,6 %
12.345.579 $-3.492 $
-0,1 %
12.349.071 $+320.373 $
+15,8 %
1
AXCELIS TECHNOLOGIES INCACLS→ 0Neutral2.637.549 $+418.132 $
+18,8 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral2.622.111 $+932.478 $
+55,2 %
11.689.633 $+418.189 $
+32,9 %
11.271.444 $+118.487 $
+10,3 %
11.152.957 $+899.013 $
+354,0 %
1
COZAD ASSET MANAGEMENT INC→ 02.408.652 $+473.272 $
+24,5 %
11.935.380 $+422.461 $
+27,9 %
11.512.919 $+587.723 $
+63,5 %
1925.196 $+665.562 $
+256,3 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 02.273.474 $+2.273.474 $1
REALTY INCOME CORPO→ 0Stark2.205.910 $+91.774 $
+4,3 %
12.114.136 $+326.812 $
+18,3 %
11.787.324 $+563.986 $
+46,1 %
11.223.338 $+394.388 $
+47,6 %
1
ROSS STORES, INC.ROST→ 0Stark2.080.183 $-36.942 $
-1,7 %
12.117.125 $+356.617 $
+20,3 %
11.760.508 $+271.201 $
+18,2 %
11.489.307 $+242.468 $
+19,4 %
1
W. P. Carey Inc.WPC→ 0Stark1.290.889 $-195.220 $
-13,1 %
11.486.109 $-160.889 $
-9,8 %
11.646.998 $-364.049 $
-18,1 %
12.011.047 $-377.811 $
-15,8 %
1
Nuveen California Quality Municipal Income FundNAC→ 01.141.219 $-20.694 $
-1,8 %
11.161.913 $+337.752 $
+41,0 %
1824.161 $+349.958 $
+73,8 %
1474.203 $+14.725 $
+3,2 %
1
ServiceNow, Inc.NOW→ 0Neutral299.329 $-171.146 $
-36,4 %
1470.475 $-447.899 $
-48,8 %
1918.374 $-177.679 $
-16,2 %
11.096.053 $+515.188 $
+88,7 %
1
KCM INVESTMENT ADVISORS LLC→ 01.080.698 $+367.431 $
+51,5 %
1713.267 $-269.054 $
-27,4 %
1982.321 $-106.543 $
-9,8 %
11.088.864 $-1.781.150 $
-62,1 %
1
WisdomTree, Inc.WT→ 0Stark1.075.939 $+135.792 $
+14,4 %
1940.147 $+49.677 $
+5,6 %
1890.470 $+1.722 $
+0,2 %
1888.748 $-89.522 $
-9,2 %
1
FIRST TRUST EXCHANGE-TRADED FUND III→ 0987.930 $-47.169 $
-4,6 %
11.035.099 $+139.583 $
+15,6 %
1895.516 $+257.995 $
+40,5 %
1637.521 $-89.800 $
-12,3 %
1
AbbVie Inc.ABBV→ 0Neutral605.697 $-133.986 $
-18,1 %
1739.683 $-149.143 $
-16,8 %
1888.826 $-58.404 $
-6,2 %
1947.230 $+180.991 $
+23,6 %
1
JPMORGAN CHASE & COJPM→ 0Neutral797.703 $+61.421 $
+8,3 %
1736.282 $-106.323 $
-12,6 %
1842.605 $+10.825 $
+1,3 %
1831.780 $+22.808 $
+2,8 %
1
lululemon athletica inc.LULU→ 0Stark747.651 $-48.928 $
-6,1 %
1796.579 $+389.895 $
+95,9 %
1406.684 $+406.684 $1
Salesforce, Inc.CRM→ 0Neutral304.995 $-99.958 $
-24,7 %
1404.953 $-314.021 $
-43,7 %
1718.974 $-5.668 $
-0,8 %
1724.642 $-258.975 $
-26,3 %
1
Uber Technologies, IncUBER→ 0Neutral282.651 $-123.178 $
-30,4 %
1405.829 $-159.522 $
-28,2 %
1565.351 $-156.786 $
-21,7 %
1722.137 $-7.469 $
-1,0 %
1
VISA INC.V→ 0Neutral623.395 $+47.326 $
+8,2 %
1576.069 $-109.920 $
-16,0 %
1685.989 $+37.026 $
+5,7 %
1648.963 $-25.987 $
-3,9 %
1
PINTEREST, INC.PINS→ 0Neutral372.084 $-3.428 $
-0,9 %
1375.512 $-154.586 $
-29,2 %
1530.098 $-127.618 $
-19,4 %
1657.716 $-102.265 $
-13,5 %
1
Roblox CorpRBLX→ 0Schwach595.636 $+220.808 $
+58,9 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark590.691 $+310.423 $
+110,8 %
1280.268 $+69.536 $
+33,0 %
1210.732 $+210.732 $1
AppLovin CorpAPP→ 0Neutral348.811 $+43.943 $
+14,4 %
1304.868 $-45.518 $
-13,0 %
1350.386 $-236.661 $
-40,3 %
1587.047 $+241.868 $
+70,1 %
1
VANGUARD CALIF TAX FREE FDS→ 0577.142 $-18.371.193 $
-97,0 %
1
SHOPIFY INC.SHOP→ 0Neutral361.836 $-17.629 $
-4,6 %
1379.465 $-196.164 $
-34,1 %
1575.629 $+3.183 $
+0,6 %
1572.446 $+103.894 $
+22,2 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark567.309 $+177.068 $
+45,4 %
1390.241 $+2.842 $
+0,7 %
1387.399 $+43.325 $
+12,6 %
1344.074 $-27.698 $
-7,5 %
1
Moderna, Inc.MRNA→ 0Neutral529.847 $+134.775 $
+34,1 %
1395.072 $+163.517 $
+70,6 %
1231.555 $-12.874 $
-5,3 %
1244.429 $-26.312 $
-9,7 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0525.247 $+285.566 $
+119,1 %
1239.681 $-3.586 $
-1,5 %
1243.267 $-7.688 $
-3,1 %
1250.955 $+30.851 $
+14,0 %
1
VANGUARD MUN BD FDS→ 0456.636 $+254.969 $
+126,4 %
1506.034 $+3.134 $
+0,6 %
1502.900 $-14.438.569 $
-96,6 %
1520.027 $-13.870.689 $
-96,4 %
1
Palantir Technologies Inc.PLTR→ 0Neutral261.110 $-87.280 $
-25,1 %
1348.390 $-111.126 $
-24,2 %
1459.516 $+82.046 $
+21,7 %
1
ELI LILLY & CoLLY→ 0Neutral442.627 $+98.770 $
+28,7 %
1343.857 $-68.439 $
-16,6 %
1412.296 $+127.343 $
+44,7 %
1284.953 $-22.357 $
-7,3 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral416.512 $+416.512 $1
DoorDash, Inc.DASH→ 0Schwach262.586 $+48.322 $
+22,6 %
1214.264 $-108.923 $
-33,7 %
1323.187 $-73.918 $
-18,6 %
1397.105 $+11.810 $
+3,1 %
1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 0367.691 $+367.691 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral360.965 $+360.965 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark230.792 $-53.749 $
-18,9 %
1284.541 $+9.858 $
+3,6 %
1274.683 $-28.555 $
-9,4 %
1303.238 $-26.971 $
-8,2 %
1
ISHARES INC→ 0288.313 $-3.511.373 $
-92,4 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral284.222 $+69.540 $
+32,4 %
1214.682 $-2.965 $
-1,4 %
1217.647 $+217.647 $1
Palo Alto Networks IncPANW→ 0Neutral282.365 $+282.365 $1
INVESCO EXCHANGE-TRADED FUND TRUST→ 0274.056 $+274.056 $1
FMR LLC→ 0225.464 $+225.464 $1
Medtronic plcMDT→ 0Neutral221.044 $+221.044 $1
MICRON TECHNOLOGY INCMU→ 0Stark220.622 $+220.622 $1
Autodesk, Inc.ADSK→ 0Neutral200.991 $-14.707 $
-6,8 %
1215.698 $+5.500 $
+2,6 %
1
NNN REIT, INC.NNN→ 0Sehr stark202.452 $+202.452 $1
EA SERIES TRUST→ 0201.667 $-14.162.692 $
-98,6 %
1
Under Armour, Inc.UAA→ 0Neutral108.284 $-29.848 $
-21,6 %
1138.132 $+23.618 $
+20,6 %
1114.514 $-715 $
-0,6 %
1115.229 $-39.603 $
-25,6 %
1
Blend Labs, Inc.BLND→ 0Neutral77.557 $+453 $
+0,6 %
177.104 $-60.775 $
-44,1 %
1137.879 $+137.879 $1
305.566.126 $+35.105.129 $
+132,5 %
76251.622.609 $+15.588.798 $
+58,3 %
67251.737.584 $+15.988.863 $
+30,1 %
67238.824.028 $+14.772.356 $
+27,4 %
64
Erweitert ×