Investments: BYRNE FINANCIAL FREEDOM, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: BYRNE FINANCIAL FREEDOM, 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
211.585.187 $+53.024.127 $
+32,2 %
77162.763.025 $-8.998.070 $
+35,4 %
71172.892.027 $+10.769.499 $
+35,0 %
68157.471.014 $+9.371.305 $
+17,5 %
65
MICRON TECHNOLOGY INCMU→ 0Stark25.244.259 $+17.832.968 $
+240,6 %
17.411.291 $+1.399.812 $
+23,3 %
16.011.479 $+6.011.479 $1
Alphabet Inc.GOOGL→ 0Stark21.871.006 $+3.806.848 $
+21,1 %
118.064.158 $-2.234.723 $
-11,0 %
120.298.881 $+3.906.581 $
+23,8 %
116.392.300 $+5.552.141 $
+51,2 %
1
AMAZON COM INCAMZN→ 0Neutral21.185.688 $+2.531.903 $
+13,6 %
118.653.785 $-1.647.858 $
-8,1 %
120.301.643 $+1.021.715 $
+5,3 %
119.279.928 $-218.347 $
-1,1 %
1
MICROSOFT CORPMSFT→ 0Neutral8.210.833 $+487.530 $
+6,3 %
17.723.303 $-1.380.595 $
-15,2 %
19.103.898 $-774.216 $
-7,8 %
19.878.114 $+445.228 $
+4,7 %
1
Palantir Technologies Inc.PLTR→ 0Neutral6.275.837 $-1.246.697 $
-16,6 %
17.522.534 $-1.526.165 $
-16,9 %
19.048.699 $+10.219 $
+0,1 %
19.038.480 $+709.167 $
+8,5 %
1
INVESCO EXCH TRD SLF IDX FD→ 08.193.045 $+5.363.707 $
+189,6 %
17.402.782 $+7.044.555 $
+1.966,5 %
17.162.993 $+6.830.222 $
+2.052,5 %
16.965.028 $+5.377.044 $
+338,6 %
1
Karpus Management, Inc.→ 07.374.020 $+163.666 $
+2,3 %
17.210.354 $-335.393 $
-4,4 %
17.545.747 $+151.014 $
+2,0 %
17.394.733 $-82.910 $
-1,1 %
1
Walmart Inc.WMT→ 0Stark6.768.195 $-710.708 $
-9,5 %
17.478.903 $+540.161 $
+7,8 %
16.938.742 $+571.216 $
+9,0 %
16.367.526 $+399.976 $
+6,7 %
1
Apple Inc.AAPL→ 0Neutral7.468.365 $+889.635 $
+13,5 %
16.578.730 $-897.054 $
-12,0 %
17.475.784 $+455.384 $
+6,5 %
17.020.400 $-390.636 $
-5,3 %
1
SELECT SECTOR SPDR TRUST→ 05.921.724 $+654.529 $
+12,4 %
15.267.195 $-470.862 $
-8,2 %
15.738.057 $-1.389.633 $
-19,5 %
17.127.690 $-883.789 $
-11,0 %
1
COMMONWEALTH EQUITY SERVICES, LLC→ 06.510.923 $+6.510.923 $1
SMITH SHELLNUT WILSON LLC /ADV→ 06.235.512 $+1.297.769 $
+26,3 %
14.937.743 $-453.165 $
-8,4 %
15.390.908 $+120.029 $
+2,3 %
15.270.879 $-1.456.450 $
-21,6 %
1
Janus Detroit Street Trust→ 05.155.094 $-1.064.311 $
-17,1 %
16.219.405 $+567.938 $
+10,0 %
15.651.467 $+5.651.467 $1
SPDR SERIES TRUST→ 05.873.885 $+1.298.703 $
+28,4 %
14.575.182 $-692.715 $
-13,1 %
15.267.897 $-200.904 $
-3,7 %
15.468.801 $+456.458 $
+9,1 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark248.426 $-78.633 $
-24,0 %
1327.059 $-5.410.424 $
-94,3 %
15.737.483 $+928.482 $
+19,3 %
1
SOL Capital Management CO→ 05.232.634 $-425.351 $
-7,5 %
15.657.985 $+553.919 $
+10,9 %
15.104.066 $+17.422 $
+0,3 %
15.086.644 $+1.408.782 $
+38,3 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 05.048.021 $+1.043.545 $
+26,1 %
14.004.476 $-200.571 $
-4,8 %
14.205.047 $+90.985 $
+2,2 %
14.114.062 $-273.755 $
-6,2 %
1
Meta Platforms, Inc.META→ 0Neutral5.005.232 $+1.367.845 $
+37,6 %
13.637.387 $+3.108.612 $
+587,9 %
1528.775 $-55.012 $
-9,4 %
1583.787 $-21.320 $
-3,5 %
1
WisdomTree, Inc.WT→ 0Stark446.706 $+3.847 $
+0,9 %
1442.859 $-4.535.998 $
-91,1 %
14.978.857 $+293.748 $
+6,3 %
14.685.109 $-16.545 $
-0,4 %
1
JAMES INVESTMENT RESEARCH, INC.→ 04.544.873 $+1.026.740 $
+29,2 %
13.518.133 $-257.222 $
-6,8 %
13.775.355 $+157.788 $
+4,4 %
13.617.567 $+186.107 $
+5,4 %
1
Global X Funds→ 04.456.274 $+1.272.960 $
+40,0 %
13.183.314 $-222.477 $
-6,5 %
13.405.791 $+796.537 $
+30,5 %
12.609.254 $+1.891.857 $
+263,7 %
1
COZAD ASSET MANAGEMENT INC→ 04.203.767 $+1.503.889 $
+55,7 %
12.699.878 $-907.452 $
-25,2 %
13.607.330 $+1.082.022 $
+42,8 %
12.525.308 $+1.891.141 $
+298,2 %
1
NVIDIA CORPNVDA→ 0Neutral3.202.455 $+432.675 $
+15,6 %
12.769.780 $-78.609 $
-2,8 %
12.848.389 $+431.702 $
+17,9 %
12.416.687 $+129.085 $
+5,6 %
1
ISHARES TR→ 02.829.338 $+2.404.931 $
+566,7 %
1545.601 $-6.857.181 $
-92,6 %
1332.771 $-6.632.257 $
-95,2 %
11.587.984 $+1.229.100 $
+342,5 %
1
CARDINAL HEALTH INCCAH→ 0Neutral2.106.265 $+295.114 $
+16,3 %
11.811.151 $+236.795 $
+15,0 %
11.574.356 $+1.574.356 $1
AMPHENOL CORP /DE/APH→ 0Neutral2.104.407 $+291.896 $
+16,1 %
11.812.511 $-199.340 $
-9,9 %
12.011.851 $+81.351 $
+4,2 %
11.930.500 $+212.250 $
+12,4 %
1
Moloney Securities Asset Management, LLC→ 01.967.138 $+317.050 $
+19,2 %
11.650.088 $-121.005 $
-6,8 %
11.771.093 $+235.243 $
+15,3 %
11.535.850 $-2.987.418 $
-66,0 %
1
Broadcom Inc.AVGO→ 0Neutral1.645.638 $+422.853 $
+34,6 %
11.222.785 $-494.203 $
-28,8 %
11.716.988 $+258.678 $
+17,7 %
11.458.310 $+815.313 $
+126,8 %
1
INTUIT INC.INTU→ 0Neutral294.147 $-1.042.617 $
-78,0 %
11.336.764 $-41.348 $
-3,0 %
11.378.112 $-211.953 $
-13,3 %
1
Dell Technologies Inc.DELL→ 0Stark1.345.723 $+394.694 $
+41,5 %
1951.029 $+343.318 $
+56,5 %
1607.711 $-117.996 $
-16,3 %
1725.707 $+208.891 $
+40,4 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach1.299.728 $+214.592 $
+19,8 %
11.085.136 $-62.705 $
-5,5 %
11.147.841 $+55.522 $
+5,1 %
11.092.319 $-86.190 $
-7,3 %
1
HOME DEPOT, INC.HD→ 0Neutral672.914 $+35.655 $
+5,6 %
1637.259 $-380.316 $
-37,4 %
11.017.575 $-172.451 $
-14,5 %
11.190.026 $+113.432 $
+10,5 %
1
Fortinet, Inc.FTNT→ 0Neutral1.157.894 $+523.143 $
+82,4 %
1634.751 $+119.905 $
+23,3 %
1514.846 $+28.579 $
+5,9 %
1486.267 $-472.685 $
-49,3 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.008.198 $+87.069 $
+9,5 %
1921.129 $-224.331 $
-19,6 %
11.145.460 $+93.434 $
+8,9 %
11.052.026 $-159.006 $
-13,1 %
1
CATERPILLAR INCCAT→ 0Sehr stark1.097.912 $+481.553 $
+78,1 %
1616.359 $+120.826 $
+24,4 %
1495.533 $+495.533 $1
GE Vernova Inc.GEV→ 0Sehr stark1.066.773 $+619.848 $
+138,7 %
1446.925 $+112.296 $
+33,6 %
1334.629 $+35.173 $
+11,7 %
1299.456 $+15.303 $
+5,4 %
1
iSHARES TRUST→ 0980.108 $+232.032 $
+31,0 %
1748.076 $+512.741 $
+217,9 %
1235.335 $+235.335 $1
ORACLE CORPORCL→ 0Neutral785.632 $+231.848 $
+41,9 %
1553.784 $-409.662 $
-42,5 %
1963.446 $+205.464 $
+27,1 %
1757.982 $-105.203 $
-12,2 %
1
FIRST TRUST EXCHANGE-TRADED FUND VI→ 0944.610 $+457.959 $
+94,1 %
1486.651 $+59.186 $
+13,8 %
1427.465 $+427.465 $1
QUALCOMM INC/DEQCOM→ 0Neutral944.426 $+315.033 $
+50,1 %
1629.393 $-56.815 $
-8,3 %
1686.208 $+270.867 $
+65,2 %
1415.341 $-661.550 $
-61,4 %
1
JOHNSON & JOHNSONJNJ→ 0Stark870.550 $-56.820 $
-6,1 %
1927.370 $+192.813 $
+26,2 %
1734.557 $+102.675 $
+16,2 %
1631.882 $+112.649 $
+21,7 %
1
SONIDA SENIOR LIVING, INC.SNDA→ 0Neutral917.633 $+34.459 $
+3,9 %
1883.174 $+883.174 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral244.312 $-627.761 $
-72,0 %
1872.073 $+195.492 $
+28,9 %
1676.581 $+104.539 $
+18,3 %
1
PayPal Holdings, Inc.PYPL→ 0Neutral206.520 $-610.874 $
-74,7 %
1817.394 $-138.812 $
-14,5 %
1
GENERAL ELECTRIC COGE→ 0Neutral810.428 $+232.009 $
+40,1 %
1578.419 $-211.440 $
-26,8 %
1789.859 $+20.625 $
+2,7 %
1769.234 $+151.498 $
+24,5 %
1
EXXON MOBIL CORPXOM→ 0Stark623.921 $-163.165 $
-20,7 %
1787.086 $+220.056 $
+38,8 %
1567.030 $+61.357 $
+12,1 %
1505.673 $+5.277 $
+1,1 %
1
Uber Technologies, IncUBER→ 0Neutral378.433 $-1.878 $
-0,5 %
1380.311 $-70.664 $
-15,7 %
1450.975 $-162.045 $
-26,4 %
1613.020 $+205.978 $
+50,6 %
1
ADOBE INC.ADBE→ 0Neutral347.118 $-250.315 $
-41,9 %
1597.433 $+102.877 $
+20,8 %
1494.556 $-47.850 $
-8,8 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark570.105 $+92.695 $
+19,4 %
1477.410 $-1.680 $
-0,4 %
1479.090 $+117.543 $
+32,5 %
1361.547 $-72.230 $
-16,7 %
1
AMGEN INCAMGN→ 0Neutral526.665 $+38.662 $
+7,9 %
1488.003 $-9.141 $
-1,8 %
1497.144 $+137.737 $
+38,3 %
1359.407 $+359.407 $1
BlackRock Fund Advisors→ 0426.055 $-56.108 $
-11,6 %
1482.163 $+106.431 $
+28,3 %
1375.732 $+375.732 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral404.729 $+11.256 $
+2,9 %
1393.473 $-87.485 $
-18,2 %
1480.958 $+48.405 $
+11,2 %
1432.553 $+19.093 $
+4,6 %
1
MAI Capital Management→ 0429.509 $-49.328 $
-10,3 %
1478.837 $+478.837 $1
Unity Software Inc.U→ 0Schwach351.191 $+114.502 $
+48,4 %
1236.689 $-239.817 $
-50,3 %
1476.506 $+32.102 $
+7,2 %
1444.404 $-255.460 $
-36,5 %
1
LOWES COMPANIES INCLOW→ 0Neutral405.040 $-29.480 $
-6,8 %
1434.520 $-8.973 $
-2,0 %
1443.493 $-18.666 $
-4,0 %
1462.159 $+54.141 $
+13,3 %
1
Victory Portfolios II→ 0451.339 $+54.409 $
+13,7 %
1396.930 $-3.384 $
-0,8 %
1400.314 $+14.405 $
+3,7 %
1385.909 $-2.918.899 $
-88,3 %
1
RTX CorpRTX→ 0Neutral310.364 $-125.407 $
-28,8 %
1435.771 $+26.982 $
+6,6 %
1408.789 $+13.826 $
+3,5 %
1394.963 $+26.780 $
+7,3 %
1
Palo Alto Networks IncPANW→ 0Neutral428.662 $+215.598 $
+101,2 %
1213.064 $-31.737 $
-13,0 %
1244.801 $-25.810 $
-9,5 %
1270.611 $-574.348 $
-68,0 %
1
BOEING COBA→ 0Neutral425.054 $+58.128 $
+15,8 %
1366.926 $-33.350 $
-8,3 %
1400.276 $-10.572 $
-2,6 %
1410.848 $-27.819 $
-6,3 %
1
QUANTA SERVICES, INC.PWR→ 0Stark424.512 $+50.878 $
+13,6 %
1373.634 $+86.414 $
+30,1 %
1287.220 $+287.220 $1
VANGUARD SPECIALIZED FUNDS→ 0424.407 $-121.194 $
-22,2 %
1358.227 $-7.673 $
-2,1 %
1365.900 $-6.797.093 $
-94,9 %
1358.884 $+18.679 $
+5,5 %
1
BlackRock Finance, Inc.→ 0406.895 $+51.495 $
+14,5 %
1355.400 $+13.562 $
+4,0 %
1341.838 $+21.103 $
+6,6 %
1320.735 $-1.703.222 $
-84,2 %
1
SAP SESAP→ 0395.293 $+152.346 $
+62,7 %
1242.947 $+242.947 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral385.810 $+49.284 $
+14,6 %
1336.526 $-49.063 $
-12,7 %
1385.589 $+18.876 $
+5,1 %
1366.713 $+30.722 $
+9,1 %
1
RBB FUND, INC.→ 0359.208 $+359.208 $1
AbbVie Inc.ABBV→ 0Neutral334.037 $+49.682 $
+17,5 %
1284.355 $-24.664 $
-8,0 %
1309.019 $-653 $
-0,2 %
1309.672 $-59.236 $
-16,1 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark312.497 $-16.746 $
-5,1 %
1329.243 $+12.695 $
+4,0 %
1316.548 $+18.833 $
+6,3 %
1297.715 $+43.487 $
+17,1 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral321.243 $+321.243 $1
CIENA CORPCIEN→ 0Neutral320.827 $+117.006 $
+57,4 %
1203.821 $+203.821 $1
STARBUCKS CORPSBUX→ 0Neutral308.146 $+16.556 $
+5,7 %
1291.590 $+13.388 $
+4,8 %
1278.202 $+20.888 $
+8,1 %
1257.314 $+257.314 $1
abrdn Gold ETF TrustSGOL→ 0246.393 $-48.323 $
-16,4 %
1294.716 $+294.716 $1
LAM RESEARCH CORPLRCX→ 0Stark272.998 $+272.998 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark271.261 $+68.490 $
+33,8 %
1202.771 $-196.304 $
-49,2 %
1
PEPSICO INCPEP→ 0Stark231.856 $-36.780 $
-13,7 %
1268.636 $+25.853 $
+10,6 %
1242.783 $+5.212 $
+2,2 %
1237.571 $+15.116 $
+6,8 %
1
SPDR GOLD TRUSTGLD→ 0260.446 $-5.904 $
-2,2 %
1266.350 $+21.033 $
+8,6 %
1245.317 $+39.143 $
+19,0 %
1206.174 $-56.285 $
-21,4 %
1
Tesla, Inc.TSLA→ 0Neutral222.497 $-28.896 $
-11,5 %
1251.393 $+2.795 $
+1,1 %
1248.598 $-116.076 $
-31,8 %
1
T-Mobile US, Inc.TMUS→ 0Neutral212.198 $+7.827 $
+3,8 %
1204.371 $-38.945 $
-16,0 %
1243.316 $-5.411 $
-2,2 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark230.804 $+29.818 $
+14,8 %
1200.986 $-5.844 $
-2,8 %
1
VANGUARD WORLD FUND→ 0228.879 $+228.879 $1
TERADYNE, INCTER→ 0Stark220.147 $+220.147 $1
SOUTHERN COSO→ 0Neutral218.614 $-9.522 $
-4,2 %
1
MERCURY SYSTEMS INCMRCY→ 0Neutral216.525 $+216.525 $1
NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUNDNMT→ 0210.830 $-1.307 $
-0,6 %
1
Seagate Technology Holdings plcSTX→ 0Stark209.405 $+209.405 $1
NIKE, Inc.NKE→ 0Schwach201.561 $-4.978 $
-2,4 %
1206.539 $-10.276 $
-4,7 %
1
ServiceNow, Inc.NOW→ 0Neutral203.028 $+203.028 $1
ARBOR REALTY TRUST INCABR→ 0Neutral191.492 $+25.122 $
+15,1 %
1
Aurora Innovation, Inc.AUR→ 0Sehr schwach75.460 $+2.100 $
+2,9 %
1
211.585.187 $+53.024.127 $
+32,2 %
77162.763.025 $-8.998.070 $
+35,4 %
71172.892.027 $+10.769.499 $
+35,0 %
68157.471.014 $+9.371.305 $
+17,5 %
65
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