Investments: Meridian Financial Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Meridian Financial Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
176.051.837 $+18.519.357 $
+111,6 %
71155.240.985 $+350.741 $
+25,0 %
72155.577.197 $-12.362.921 $
+10,0 %
70150.502.524 $+19.993.726 $
+27,0 %
68
SPDR SERIES TRUST→ 025.847.454 $+3.383.413 $
+15,1 %
122.464.041 $+42.127 $
+0,2 %
122.421.914 $+579.110 $
+2,7 %
121.842.804 $+1.735.231 $
+8,6 %
1
ISHARES TR→ 019.698.488 $+19.353.024 $
+5.602,0 %
116.874.270 $+14.694.268 $
+674,0 %
117.478.958 $+15.210.452 $
+670,5 %
118.472.237 $+16.232.614 $
+724,8 %
1
COZAD ASSET MANAGEMENT INC→ 017.267.825 $+1.467.721 $
+9,3 %
115.800.104 $+1.190.242 $
+8,1 %
114.609.862 $+977.517 $
+7,2 %
113.632.345 $+867.531 $
+6,8 %
1
iSHARES TRUST→ 014.224.419 $+1.409.217 $
+11,0 %
112.815.202 $-576.874 $
-4,3 %
113.392.076 $+706.868 $
+5,6 %
112.685.208 $+1.014.212 $
+8,7 %
1
SCHWAB STRATEGIC TRUST→ 013.555.514 $+855.015 $
+6,7 %
112.700.499 $+1.027.549 $
+8,8 %
111.672.950 $+188.859 $
+1,6 %
111.484.091 $+990.490 $
+9,4 %
1
MAI Capital Management→ 011.522.128 $+1.034.358 $
+9,9 %
110.487.770 $+110.173 $
+1,1 %
110.377.597 $+291.105 $
+2,9 %
110.086.492 $+823.192 $
+8,9 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 010.271.132 $+2.021.636 $
+24,5 %
18.249.496 $-883.212 $
-9,7 %
19.132.708 $+150.206 $
+1,7 %
18.982.502 $+8.982.502 $1
WisdomTree, Inc.WT→ 0Stark6.233.954 $+1.036.039 $
+19,9 %
15.197.915 $+538.566 $
+11,6 %
14.659.349 $+493.359 $
+11,8 %
14.165.990 $+532.828 $
+14,7 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 05.015.365 $+1.373.838 $
+37,7 %
13.641.527 $+44.246 $
+1,2 %
13.597.281 $+198.145 $
+5,8 %
13.399.136 $+393.013 $
+13,1 %
1
SELECT SECTOR SPDR TRUST→ 04.484.352 $+367.854 $
+8,9 %
14.116.498 $+28.871 $
+0,7 %
14.087.627 $+211.810 $
+5,5 %
13.875.817 $+425.938 $
+12,3 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 04.219.449 $+334.100 $
+8,6 %
13.885.349 $-133.614 $
-3,3 %
14.018.963 $+44.983 $
+1,1 %
13.973.980 $+53.611 $
+1,4 %
1
VANGUARD GROUP INC→ 03.823.946 $+84.398 $
+2,3 %
13.739.548 $+103.017 $
+2,8 %
13.636.531 $+360.961 $
+11,0 %
13.275.570 $+414.624 $
+14,5 %
1
MICROSOFT CORPMSFT→ 0Neutral2.550.776 $+80.567 $
+3,3 %
12.470.209 $-1.000.816 $
-28,8 %
13.471.025 $-281.613 $
-7,5 %
13.752.638 $+234.370 $
+6,7 %
1
VANGUARD SPECIALIZED FUNDS→ 02.370.392 $+2.077.584 $
+709,5 %
12.180.002 $+1.944.920 $
+827,3 %
12.268.506 $-16.203.731 $
-87,7 %
12.239.623 $+358.457 $
+19,1 %
1
VANGUARD WHITEHALL FDS→ 02.028.489 $+1.705.869 $
+528,8 %
11.917.346 $+1.627.448 $
+561,4 %
11.906.944 $-15.572.014 $
-89,1 %
11.881.166 $+1.614.342 $
+605,0 %
1
Apple Inc.AAPL→ 0Neutral1.965.224 $+203.763 $
+11,6 %
11.761.461 $-142.544 $
-7,5 %
11.904.005 $+97.501 $
+5,4 %
11.806.504 $+222.874 $
+14,1 %
1
SPDR S&P MIDCAP 400 ETF TRUSTMDY→ 01.844.407 $+211.624 $
+13,0 %
11.632.783 $-251.114 $
-13,3 %
11.883.897 $-14.910 $
-0,8 %
11.898.807 $+61.850 $
+3,4 %
1
Merck & Co., Inc.MRK→ 0Sehr stark1.880.490 $+120.147 $
+6,8 %
11.760.343 $+120.270 $
+7,3 %
11.640.073 $+297.599 $
+22,2 %
11.342.474 $+52.549 $
+4,1 %
1
Alphabet Inc.GOOGL→ 0Stark1.618.462 $+338.708 $
+26,5 %
11.279.754 $-141.938 $
-10,0 %
11.421.692 $+308.643 $
+27,7 %
11.113.049 $+300.531 $
+37,0 %
1
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST→ 01.565.719 $+108.734 $
+7,5 %
11.456.985 $+331.914 $
+29,5 %
11.125.071 $+594.933 $
+112,2 %
1530.138 $+530.138 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark1.514.327 $+548.310 $
+56,8 %
1966.017 $-9.743 $
-1,0 %
1975.760 $+78.071 $
+8,7 %
1897.689 $-64.145 $
-6,7 %
1
AMAZON COM INCAMZN→ 0Neutral1.103.753 $+101.558 $
+10,1 %
11.002.195 $-103.664 $
-9,4 %
11.105.859 $-35.905 $
-3,1 %
11.141.764 $-10.034 $
-0,9 %
1
Invesco Ltd.IVZ→ 0Sehr stark1.099.331 $+18.584 $
+1,7 %
11.080.747 $+8.694 $
+0,8 %
11.072.053 $-1.464 $
-0,1 %
11.073.517 $+53.395 $
+5,2 %
1
Wealth Advisory Solutions, LLC→ 01.043.740 $+462.875 $
+79,7 %
1580.865 $+244.666 $
+72,8 %
1336.199 $+336.199 $1
PROSHARES TRUST→ 0962.268 $+45.581 $
+5,0 %
1916.687 $-89.205 $
-8,9 %
11.005.892 $+5.092 $
+0,5 %
11.000.800 $-52.006 $
-4,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral953.313 $+111.312 $
+13,2 %
1842.001 $-81.285 $
-8,8 %
1923.286 $-53.093 $
-5,4 %
1976.379 $+78.994 $
+8,8 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 0880.592 $+93.561 $
+11,9 %
1787.031 $-162.191 $
-17,1 %
1949.222 $+16.678 $
+1,8 %
1932.544 $+94.195 $
+11,2 %
1
Ancora Advisors LLC→ 0784.345 $+222.392 $
+39,6 %
1561.953 $+39.266 $
+7,5 %
1522.687 $+49.382 $
+10,4 %
1473.305 $+68.120 $
+16,8 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral746.351 $+364.530 $
+95,5 %
1381.821 $-76.626 $
-16,7 %
1458.447 $-23.106 $
-4,8 %
1481.553 $-18.589 $
-3,7 %
1
JAMES INVESTMENT RESEARCH, INC.→ 0732.102 $+454.210 $
+163,4 %
1277.892 $-204.162 $
-42,4 %
1482.054 $+240.071 $
+99,2 %
1241.983 $+29.429 $
+13,8 %
1
WASTE MANAGEMENT INCWM→ 0Sehr stark573.043 $-17.766 $
-3,0 %
1590.809 $+25.917 $
+4,6 %
1564.892 $-2.880 $
-0,5 %
1567.772 $-20.543 $
-3,5 %
1
FIRST TRUST EXCHANGE-TRADED FUND II→ 0457.453 $+15.316 $
+3,5 %
1442.137 $-58.201 $
-11,6 %
1500.338 $-74.321 $
-12,9 %
1574.659 $-68.375 $
-10,6 %
1
BlackRock Fund Advisors→ 0566.713 $+130.358 $
+29,9 %
1436.355 $+436.355 $1
JOHNSON & JOHNSONJNJ→ 0Stark562.544 $+21.109 $
+3,9 %
1541.435 $+83.041 $
+18,1 %
1458.394 $-150 $
-0,0 %
1458.544 $+58.950 $
+14,8 %
1
LOCKHEED MARTIN CORPLMT→ 0Sehr stark473.009 $-88.138 $
-15,7 %
1561.147 $+112.083 $
+25,0 %
1449.064 $-14.429 $
-3,1 %
1463.493 $+33.490 $
+7,8 %
1
BlackRock, Inc.BLK→ 0Neutral531.691 $+133.844 $
+33,6 %
1397.847 $-25.561 $
-6,0 %
1423.408 $+7.653 $
+1,8 %
1415.755 $+21.226 $
+5,4 %
1
Reddit, Inc.RDDT→ 0Schwach357.401 $+80.157 $
+28,9 %
1277.244 $-246.400 $
-47,1 %
1523.644 $-273 $
-0,1 %
1523.917 $+36.221 $
+7,4 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach474.682 $+67.467 $
+16,6 %
1407.215 $-107.598 $
-20,9 %
1514.813 $+12.850 $
+2,6 %
1501.963 $-22.451 $
-4,3 %
1
RTX CorpRTX→ 0Neutral493.108 $+1.406 $
+0,3 %
1491.702 $+15.045 $
+3,2 %
1476.657 $+46.786 $
+10,9 %
1429.871 $+18.241 $
+4,4 %
1
CVS HEALTH CorpCVS→ 0Neutral475.289 $+185.540 $
+64,0 %
1289.749 $-30.420 $
-9,5 %
1320.169 $-45.277 $
-12,4 %
1365.446 $-10.968 $
-2,9 %
1
INVESCO EXCH TRD SLF IDX FD→ 0415.514 $-19.282.974 $
-97,9 %
1376.516 $-1.540.830 $
-80,4 %
1
MCDONALDS CORPMCD→ 0Stark355.576 $-53.249 $
-13,0 %
1408.825 $+6.787 $
+1,7 %
1402.038 $+6.240 $
+1,6 %
1395.798 $+15.264 $
+4,0 %
1
SOUTHERN COSO→ 0Neutral404.557 $-3.424 $
-0,8 %
1407.981 $+39.395 $
+10,7 %
1368.586 $-31.998 $
-8,0 %
1400.584 $+12.427 $
+3,2 %
1
ORACLE CORPORCL→ 0Neutral202.658 $-8.130 $
-3,9 %
1210.788 $-68.490 $
-24,5 %
1279.278 $-113.012 $
-28,8 %
1392.290 $+87.332 $
+28,6 %
1
HARTFORD FDS EXCHANGE TRADED→ 0332.842 $-1.695.647 $
-83,6 %
1345.464 $-31.052 $
-8,2 %
1388.506 $-1.518.438 $
-79,6 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral387.802 $+24.089 $
+6,6 %
1363.713 $-17.798 $
-4,7 %
1381.511 $-69 $
-0,0 %
1381.580 $+12.881 $
+3,5 %
1
CHEVRON CORPCVX→ 0Sehr stark324.811 $-59.925 $
-15,6 %
1384.736 $+101.325 $
+35,8 %
1283.411 $-5.355 $
-1,9 %
1288.766 $+22.500 $
+8,5 %
1
ALNYLAM PHARMACEUTICALS, INC.ALNY→ 0Neutral289.489 $-88.079 $
-23,3 %
1377.568 $+116.696 $
+44,7 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 0374.442 $+29.911 $
+8,7 %
1344.531 $-3.515 $
-1,0 %
1348.046 $+48.355 $
+16,1 %
1299.691 $+4.929 $
+1,7 %
1
STRYKER CORPSYK→ 0Neutral372.526 $+45.177 $
+13,8 %
1327.349 $-22.794 $
-6,5 %
1350.143 $-16.283 $
-4,4 %
1366.426 $-25.732 $
-6,6 %
1
Broadcom Inc.AVGO→ 0Neutral337.331 $+57.843 $
+20,7 %
1279.488 $-46.884 $
-14,4 %
1326.372 $+32.752 $
+11,2 %
1293.620 $+34.509 $
+13,3 %
1
UNITED THERAPEUTICS CorpUTHR→ 0Stark237.192 $-99.011 $
-29,4 %
1336.203 $+9.219 $
+2,8 %
1326.984 $+102.851 $
+45,9 %
1
US BANCORP \DE\USB→ 0Stark331.107 $+46.440 $
+16,3 %
1284.667 $-6.919 $
-2,4 %
1291.586 $+27.972 $
+10,6 %
1263.614 $+17.055 $
+6,9 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark274.191 $+1.558 $
+0,6 %
1272.633 $-50.922 $
-15,7 %
1323.555 $+8.089 $
+2,6 %
1
DOMINION ENERGY, INCD→ 0Sehr stark323.379 $+32.946 $
+11,3 %
1290.433 $+17.636 $
+6,5 %
1272.797 $-9.713 $
-3,4 %
1282.510 $+23.463 $
+9,1 %
1
VANGUARD TAX-MANAGED FDS→ 0322.620 $-2.047.772 $
-86,4 %
1289.898 $-16.584.372 $
-98,3 %
1282.614 $-105.892 $
-27,3 %
1266.824 $-17.304.562 $
-98,5 %
1
Invesco Exchange-Traded Self-Indexed Fund Trust→ 0309.732 $+309.732 $1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0300.374 $+34.040 $
+12,8 %
1266.334 $-9.994 $
-3,6 %
1276.328 $+9.677 $
+3,6 %
1266.651 $+13.277 $
+5,2 %
1
AMERICAN ELECTRIC POWER CO INCAEP→ 0Stark299.420 $+13.048 $
+4,6 %
1286.372 $+34.882 $
+13,9 %
1251.490 $+6.602 $
+2,7 %
1244.888 $+19.477 $
+8,6 %
1
MORGAN STANLEYMS→ 0Neutral297.464 $+63.281 $
+27,0 %
1234.183 $-18.442 $
-7,3 %
1252.625 $+29.763 $
+13,4 %
1222.862 $+222.862 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral293.480 $+42.389 $
+16,9 %
1251.091 $-32.191 $
-11,4 %
1283.282 $+7.245 $
+2,6 %
1276.037 $+22.753 $
+9,0 %
1
VANGUARD MUN BD FDS→ 0292.808 $+82.832 $
+39,4 %
1235.082 $-47.532 $
-16,8 %
1
VISA INC.V→ 0Neutral270.355 $+24.634 $
+10,0 %
1245.721 $-39.406 $
-13,8 %
1285.127 $+3.830 $
+1,4 %
1281.297 $+68.267 $
+32,0 %
1
BALL CorpBALL→ 0Stark284.544 $+15.002 $
+5,6 %
1269.542 $+4.162 $
+1,6 %
1265.380 $-11.174 $
-4,0 %
1276.554 $-31.100 $
-10,1 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark267.173 $-15.555 $
-5,5 %
1282.728 $+38.355 $
+15,7 %
1244.373 $+17.751 $
+7,8 %
1226.622 $+18.222 $
+8,7 %
1
AbbVie Inc.ABBV→ 0Neutral282.441 $+38.330 $
+15,7 %
1244.111 $-12.347 $
-4,8 %
1256.458 $+513 $
+0,2 %
1255.945 $+50.760 $
+24,7 %
1
COCA COLA COKO→ 0Stark273.473 $+29.004 $
+11,9 %
1244.469 $+16.242 $
+7,1 %
1228.227 $+14.829 $
+6,9 %
1213.398 $-14.226 $
-6,2 %
1
PROCTER & GAMBLE CoPG→ 0Neutral264.700 $+18.470 $
+7,5 %
1246.230 $-5.239 $
-2,1 %
1251.469 $-18.144 $
-6,7 %
1269.613 $-25.881 $
-8,8 %
1
NVIDIA CORPNVDA→ 0Neutral249.912 $+32.086 $
+14,7 %
1217.826 $-24.811 $
-10,2 %
1242.637 $+18.928 $
+8,5 %
1223.709 $+223.709 $1
Duke Energy CORPDUK→ 0Neutral241.534 $-8.320 $
-3,3 %
1249.854 $+26.199 $
+11,7 %
1223.655 $-18.419 $
-7,6 %
1242.074 $+11.248 $
+4,9 %
1
EXXON MOBIL CORPXOM→ 0Stark240.208 $+240.208 $1
CYTOKINETICS INCCYTK→ 0Schwach227.664 $+1.339 $
+0,6 %
1226.325 $+226.325 $1
Chubb LtdCB→ 0Stark225.212 $+9.788 $
+4,5 %
1215.424 $+9.128 $
+4,4 %
1206.296 $+206.296 $1
Avery Dennison CorpAVY→ 0Neutral212.608 $-11.327 $
-5,1 %
1223.935 $+8.050 $
+3,7 %
1215.885 $-17.705 $
-7,6 %
1
Altrius Capital Management Inc→ 0209.479 $-5.692 $
-2,6 %
1215.171 $-6.451 $
-2,9 %
1221.622 $+710 $
+0,3 %
1
TRAVELERS COMPANIES, INC.TRV→ 0Neutral218.561 $+218.561 $1
ILLINOIS TOOL WORKS INCITW→ 0Stark217.707 $+11.279 $
+5,5 %
1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark212.473 $+212.473 $1
J P MORGAN EXCHANGE TRADED F→ 0209.976 $-205.538 $
-49,5 %
1
176.051.837 $+18.519.357 $
+111,6 %
71155.240.985 $+350.741 $
+25,0 %
72155.577.197 $-12.362.921 $
+10,0 %
70150.502.524 $+19.993.726 $
+27,0 %
68
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