Investments: IFS Group,LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: IFS Group,LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
67.689.587 $-10.148.217 $
+14,4 %
67105.423.304 $+5.994.125 $
+20,9 %
98106.055.935 $+90.070.811 $
+392,7 %
99
iSHARES TRUST→ 04.377.997 $-6.258.292 $
-58,8 %
110.636.289 $-778.143 $
-6,8 %
111.414.432 $+11.414.432 $1
COZAD ASSET MANAGEMENT INC→ 09.339.387 $-1.460.783 $
-13,5 %
110.800.170 $+330.076 $
+3,2 %
110.470.094 $+10.470.094 $1
FIRST TR EXCHANGE-TRADED FD→ 06.526.047 $+5.383.940 $
+471,4 %
16.315.246 $+3.471.371 $
+122,1 %
16.434.729 $+3.682.595 $
+133,8 %
1
PACER FDS TR→ 0277.991 $+54.908 $
+24,6 %
15.942.656 $+480.620 $
+8,8 %
16.435.684 $+955 $
+0,0 %
1
ISHARES TR→ 01.142.107 $+864.116 $
+310,8 %
15.462.036 $+5.059.324 $
+1.256,3 %
15.914.744 $+5.552.167 $
+1.531,3 %
1
Ancora Advisors LLC→ 04.944.189 $+341.009 $
+7,4 %
14.603.180 $+574.464 $
+14,3 %
14.028.716 $+4.028.716 $1
VANGUARD GROUP INC→ 04.749.458 $+2.727.783 $
+134,9 %
12.021.675 $+2.021.675 $1
Texas Pacific Land CorpTPL→ 0Stark2.796.520 $-235.918 $
-7,8 %
13.032.438 $+991.941 $
+48,6 %
12.040.497 $+2.040.497 $1
Alphabet Inc.GOOGL→ 0Stark3.015.846 $+217.513 $
+7,8 %
12.798.333 $+50.876 $
+1,9 %
12.747.457 $+2.747.457 $1
BlackRock Fund Advisors→ 0254.958 $-2.636.119 $
-91,2 %
12.891.077 $+612.349 $
+26,9 %
12.278.728 $+2.278.728 $1
SIMPLIFY EXCHANGE TRADED FUN→ 02.843.875 $-3.070.869 $
-51,9 %
12.752.134 $+2.752.134 $1
SPDR SERIES TRUST→ 0312.540 $-2.302.533 $
-88,0 %
12.615.073 $+77.960 $
+3,1 %
12.537.113 $+2.537.113 $1
NVIDIA CORPNVDA→ 0Neutral2.020.910 $-32.999 $
-1,6 %
12.053.909 $-548.919 $
-21,1 %
12.602.828 $+2.602.828 $1
MICROSOFT CORPMSFT→ 0Neutral1.414.865 $-246.831 $
-14,9 %
11.661.696 $-855.779 $
-34,0 %
12.517.475 $+2.517.475 $1
Apple Inc.AAPL→ 0Neutral1.682.517 $-35.228 $
-2,1 %
11.717.745 $-586.287 $
-25,4 %
12.304.032 $+2.304.032 $1
EXXON MOBIL CORPXOM→ 0Stark945.282 $-411.659 $
-30,3 %
11.356.941 $-886.144 $
-39,5 %
12.243.085 $+2.243.085 $1
CITIZENS & NORTHERN CORPCZNC→ 0Stark1.633.125 $+1.633.125 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral1.467.499 $+228.122 $
+18,4 %
11.239.377 $-6.442 $
-0,5 %
11.245.819 $+1.245.819 $1
ADVISORS MANAGEMENT GROUP INC /ADV→ 01.383.703 $+235.588 $
+20,5 %
11.148.115 $+327.680 $
+39,9 %
1820.435 $+820.435 $1
CORNING INC /NYGLW→ 0Stark1.371.417 $+600.463 $
+77,9 %
1770.954 $+344.413 $
+80,7 %
1426.541 $+426.541 $1
HERSHEY COHSY→ 0Stark1.340.256 $+1.340.256 $1
Cheniere Energy, Inc.LNG→ 0Sehr stark1.087.496 $-203.612 $
-15,8 %
11.291.108 $+245.917 $
+23,5 %
11.045.191 $+1.045.191 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.278.002 $+808.893 $
+172,4 %
1469.109 $+88.934 $
+23,4 %
1380.175 $+380.175 $1
MAI Capital Management→ 0448.475 $-809.558 $
-64,4 %
11.258.033 $+446.730 $
+55,1 %
1811.303 $+811.303 $1
FIRST TRUST PORTFOLIOS LP→ 01.082.995 $+152.107 $
+16,3 %
1930.888 $+180.511 $
+24,1 %
1750.377 $+750.377 $1
AMAZON COM INCAMZN→ 0Neutral961.228 $+212.494 $
+28,4 %
1748.734 $-272.783 $
-26,7 %
11.021.517 $+1.021.517 $1
CVS HEALTH CorpCVS→ 0Neutral994.427 $+349.314 $
+54,1 %
1645.113 $-66.179 $
-9,3 %
1711.292 $+711.292 $1
Palantir Technologies Inc.PLTR→ 0Neutral408.928 $-230.167 $
-36,0 %
1639.095 $-348.538 $
-35,3 %
1987.633 $+987.633 $1
NEWMONT Corp /DE/NEM→ 0Sehr stark673.507 $-72.341 $
-9,7 %
1745.848 $-223.365 $
-23,0 %
1969.213 $+969.213 $1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 0951.811 $+174.367 $
+22,4 %
1777.444 $+136.178 $
+21,2 %
1641.266 $+641.266 $1
Iridium Communications Inc.IRDM→ 0Neutral929.055 $+315.223 $
+51,4 %
1613.832 $+318.750 $
+108,0 %
1295.082 $+295.082 $1
JPMORGAN CHASE & COJPM→ 0Neutral748.603 $-11.507 $
-1,5 %
1760.110 $-91.017 $
-10,7 %
1851.127 $+851.127 $1
1620 INVESTMENT ADVISORS, INC.→ 0850.101 $+27.060 $
+3,3 %
1823.041 $+68.257 $
+9,0 %
1754.784 $+754.784 $1
Meta Platforms, Inc.META→ 0Neutral356.563 $+76.791 $
+27,4 %
1279.772 $-513.606 $
-64,7 %
1793.378 $+793.378 $1
BOEING COBA→ 0Neutral527.105 $-221.249 $
-29,6 %
1748.354 $+199.164 $
+36,3 %
1549.190 $+549.190 $1
Okta, Inc.OKTA→ 0Neutral716.366 $+341.310 $
+91,0 %
1375.056 $+375.056 $1
PPL CorpPPL→ 0Neutral414.098 $-154.990 $
-27,2 %
1569.088 $-145.803 $
-20,4 %
1714.891 $+714.891 $1
GE Vernova Inc.GEV→ 0Sehr stark699.043 $+102.849 $
+17,3 %
1596.194 $+183.406 $
+44,4 %
1412.788 $+412.788 $1
SELECT SECTOR SPDR TRUST→ 0259.280 $-52.009 $
-16,7 %
1311.289 $-337.076 $
-52,0 %
1648.365 $+648.365 $1
PRINCIPAL SECURITIES, INC.→ 0647.960 $+647.960 $1
Spotify Technology S.A.SPOT→ 0Schwach362.713 $-68.857 $
-16,0 %
1431.570 $-195.539 $
-31,2 %
1627.109 $+627.109 $1
GENERAL ELECTRIC COGE→ 0Neutral626.371 $+81.534 $
+15,0 %
1544.837 $-30.446 $
-5,3 %
1575.283 $+575.283 $1
Alibaba Group Holding LtdBABA→ 0Schwach444.872 $+2.624 $
+0,6 %
1442.248 $-171.893 $
-28,0 %
1614.141 $+614.141 $1
VODAFONE GROUP PUBLIC LTD COVOD→ 0502.736 $-83.824 $
-14,3 %
1586.560 $+125.829 $
+27,3 %
1460.731 $+460.731 $1
ELI LILLY & CoLLY→ 0Neutral545.742 $+70.216 $
+14,8 %
1475.526 $+43.006 $
+9,9 %
1432.520 $+432.520 $1
OCCIDENTAL PETROLEUM CORP /DE/OXY→ 0Sehr stark393.617 $-140.878 $
-26,4 %
1534.495 $+139.278 $
+35,2 %
1395.217 $+395.217 $1
Broadcom Inc.AVGO→ 0Neutral421.948 $-64.295 $
-13,2 %
1486.243 $-20.843 $
-4,1 %
1507.086 $+507.086 $1
CHEVRON CORPCVX→ 0Sehr stark506.208 $+191.143 $
+60,7 %
1315.065 $+315.065 $1
CAMECO CORPCCJ→ 0466.519 $-30.915 $
-6,2 %
1497.434 $+115.050 $
+30,1 %
1382.384 $+382.384 $1
PayPal Holdings, Inc.PYPL→ 0Neutral329.037 $-6.980 $
-2,1 %
1336.017 $-155.601 $
-31,7 %
1491.618 $+491.618 $1
Invesco Actively Managed Exchange-Traded Commodity Fund Trust→ 0485.316 $+120.966 $
+33,2 %
1364.350 $+364.350 $1
UiPath, Inc.PATH→ 0Neutral479.848 $+32.304 $
+7,2 %
1447.544 $+11.158 $
+2,6 %
1436.386 $+436.386 $1
WEYERHAEUSER COWY→ 0Neutral475.330 $+19.095 $
+4,2 %
1456.235 $+26.471 $
+6,2 %
1429.764 $+429.764 $1
TotalEnergies SETTE→ 0473.915 $+208.737 $
+78,7 %
1265.178 $+265.178 $1
FIRST TRUST EXCHANGE-TRADED FUND→ 0467.246 $+170.911 $
+57,7 %
1296.335 $+275 $
+0,1 %
1296.060 $+296.060 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral210.850 $-241.516 $
-53,4 %
1452.366 $+452.366 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0389.927 $+142.026 $
+57,3 %
1247.901 $-198.751 $
-44,5 %
1446.652 $+446.652 $1
JOHNSON & JOHNSONJNJ→ 0Stark228.031 $-209.771 $
-47,9 %
1437.802 $+437.802 $1
AbbVie Inc.ABBV→ 0Neutral358.203 $-52.844 $
-12,9 %
1411.047 $+411.047 $1
VANGUARD MUN BD FDS→ 0402.712 $-5.912.534 $
-93,6 %
1362.577 $-6.073.107 $
-94,4 %
1
iShares Silver TrustSLV→ 0344.401 $-49.108 $
-12,5 %
1393.509 $+156.431 $
+66,0 %
1237.078 $+237.078 $1
PINTEREST, INC.PINS→ 0Neutral388.803 $+96.387 $
+33,0 %
1292.416 $-71.088 $
-19,6 %
1363.504 $+363.504 $1
PFIZER INCPFE→ 0Stark356.447 $-31.296 $
-8,1 %
1387.743 $+387.743 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark350.445 $-36.102 $
-9,3 %
1386.547 $+386.547 $1
SoFi Technologies, Inc.SOFI→ 0Schwach274.778 $-10.585 $
-3,7 %
1285.363 $-88.878 $
-23,7 %
1374.241 $+374.241 $1
ENBRIDGE INCENB→ 0Stark365.931 $+76.077 $
+26,2 %
1289.854 $+289.854 $1
HOME DEPOT, INC.HD→ 0Neutral242.656 $-58.591 $
-19,4 %
1301.247 $-62.439 $
-17,2 %
1363.686 $+363.686 $1
DEERE & CODE→ 0Stark355.226 $+39.778 $
+12,6 %
1315.448 $+62.479 $
+24,7 %
1252.969 $+252.969 $1
Constellation Energy CorpCEG→ 0Neutral250.854 $-16.947 $
-6,3 %
1267.801 $-73.625 $
-21,6 %
1341.426 $+341.426 $1
PROCTER & GAMBLE CoPG→ 0Neutral308.877 $-11.175 $
-3,5 %
1320.052 $-15.875 $
-4,7 %
1335.927 $+335.927 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark321.974 $+2.616 $
+0,8 %
1319.358 $+319.358 $1
SanofiSNY→ 0321.505 $+86.837 $
+37,0 %
1234.668 $+234.668 $1
BlackRock, Inc.BLK→ 0Neutral321.380 $+14.130 $
+4,6 %
1307.250 $+307.250 $1
AFLAC INCAFL→ 0Stark320.210 $+36.061 $
+12,7 %
1284.149 $-19.306 $
-6,4 %
1303.455 $+303.455 $1
VISA INC.V→ 0Neutral313.795 $+38.582 $
+14,0 %
1275.213 $-42.177 $
-13,3 %
1317.390 $+317.390 $1
US BANCORP \DE\USB→ 0Stark314.660 $+64.104 $
+25,6 %
1250.556 $+250.556 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark311.924 $+35.100 $
+12,7 %
1276.824 $+276.824 $1
British American Tobacco p.l.c.BTI→ 0309.423 $+93.507 $
+43,3 %
1215.916 $+215.916 $1
FIRSTENERGY CORPFE→ 0Sehr stark305.327 $+305.327 $1
CME GROUP INC.CME→ 0Sehr stark300.372 $+300.372 $1
ORACLE CORPORCL→ 0Neutral297.680 $+297.680 $1
FREEPORT-MCMORAN INCFCX→ 0Stark294.011 $+16.393 $
+5,9 %
1277.618 $+277.618 $1
PAYCHEX INCPAYX→ 0Stark293.953 $+293.953 $1
Prologis, Inc.PLD→ 0Neutral290.928 $+63.384 $
+27,9 %
1227.544 $+227.544 $1
AT&T INC.T→ 0Sehr stark288.595 $+288.595 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral283.462 $+62.389 $
+28,2 %
1221.073 $-53.697 $
-19,5 %
1274.770 $+274.770 $1
NATIONAL GRID PLCNGG→ 0264.881 $+2.148 $
+0,8 %
1262.733 $+262.733 $1
PEPSICO INCPEP→ 0Stark263.474 $+39.043 $
+17,4 %
1224.431 $+224.431 $1
BP PLCBP→ 0256.053 $+256.053 $1
XCEL ENERGY INCXEL→ 0Sehr stark222.273 $-32.390 $
-12,7 %
1254.663 $+254.663 $1
FIRST TRUST EXCHANGE-TRADED FUND II→ 0254.416 $+540 $
+0,2 %
1253.876 $+23.207 $
+10,1 %
1230.669 $+230.669 $1
GILEAD SCIENCES, INC.GILD→ 0Stark254.200 $+254.200 $1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach253.695 $+253.695 $1
Amcor plcAMCR→ 0Neutral252.892 $+86.479 $
+52,0 %
1166.413 $+166.413 $1
SPDR GOLD TRUSTGLD→ 0221.599 $-24.062 $
-9,8 %
1245.661 $+245.661 $1
REALTY INCOME CORPO→ 0Stark244.317 $+244.317 $1
Tesla, Inc.TSLA→ 0Neutral243.054 $+243.054 $1
VANGUARD WORLD FUND→ 0215.380 $-5.084 $
-2,3 %
1220.464 $-22.254 $
-9,2 %
1242.718 $+242.718 $1
Duke Energy CORPDUK→ 0Neutral230.845 $+230.845 $1
AMGEN INCAMGN→ 0Neutral230.144 $+230.144 $1
TC ENERGY CORPTRP→ 0229.364 $+229.364 $1
Philip Morris International Inc.PM→ 0Neutral228.502 $+228.502 $1
PRUDENTIAL FINANCIAL INCPRU→ 0Sehr stark227.271 $+227.271 $1
EXELON CORPEXC→ 0Neutral215.851 $-11.112 $
-4,9 %
1226.963 $+9.323 $
+4,3 %
1217.640 $+217.640 $1
FIRST TR EXCHANGE-TRADED ALP→ 0223.083 $-5.719.573 $
-96,2 %
1
WEC ENERGY GROUP, INC.WEC→ 0Sehr stark217.531 $+217.531 $1
LAM RESEARCH CORPLRCX→ 0Stark216.665 $+216.665 $1
NUSCALE POWER CorpSMR→ 0Schwach197.594 $-15.954 $
-7,5 %
1213.548 $+213.548 $1
Cloudflare, Inc.NET→ 0Neutral210.941 $-1.778 $
-0,8 %
1212.719 $+212.719 $1
IDACORP INCIDA→ 0Stark211.820 $+11.662 $
+5,8 %
1200.158 $+200.158 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral211.232 $+211.232 $1
Moloney Securities Asset Management, LLC→ 0208.265 $+591 $
+0,3 %
1207.674 $+207.674 $1
AMERICAN ELECTRIC POWER CO INCAEP→ 0Stark206.333 $+206.333 $1
Tilray Brands, Inc.TLRY→ 0Sehr schwach20.522 $+20.522 $1
67.689.587 $-10.148.217 $
+14,4 %
67105.423.304 $+5.994.125 $
+20,9 %
98106.055.935 $+90.070.811 $
+392,7 %
99
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