Investments: Legacy Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Legacy Wealth Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
195.299.665 $+35.924.736 $
+34,7 %
130160.245.692 $+39.027.428 $
+28,7 %
92123.117.079 $+121.328.809 $
-28,9 %
71
iSHARES TRUST→ 053.130.832 $+6.104.460 $
+13,0 %
147.026.372 $+26.716.600 $
+131,5 %
120.309.772 $+20.309.772 $1
COZAD ASSET MANAGEMENT INC→ 015.850.257 $-2.760.002 $
-14,8 %
118.610.259 $-2.948.670 $
-13,7 %
121.558.929 $+21.558.929 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral15.518.156 $+498.192 $
+3,3 %
115.019.964 $-265.716 $
-1,7 %
115.285.680 $+15.285.680 $1
Apple Inc.AAPL→ 0Neutral7.251.941 $+1.545.980 $
+27,1 %
15.705.961 $+802.150 $
+16,4 %
14.903.811 $+4.903.811 $1
NVIDIA CORPNVDA→ 0Neutral7.157.620 $+2.239.714 $
+45,5 %
14.917.906 $+1.082.347 $
+28,2 %
13.835.559 $+3.835.559 $1
Alphabet Inc.GOOGL→ 0Stark6.491.395 $+2.669.202 $
+69,8 %
13.822.193 $+189.522 $
+5,2 %
13.632.671 $+3.632.671 $1
AB Active ETFs, Inc.→ 05.924.687 $+651.441 $
+12,4 %
15.273.246 $+570.291 $
+12,1 %
14.702.955 $+4.702.955 $1
AMAZON COM INCAMZN→ 0Neutral5.093.565 $+1.722.923 $
+51,1 %
13.370.642 $-241.461 $
-6,7 %
13.612.103 $+3.612.103 $1
MICROSOFT CORPMSFT→ 0Neutral4.926.849 $+1.154.076 $
+30,6 %
13.772.773 $-55.563 $
-1,5 %
13.828.336 $+3.828.336 $1
SPDR SERIES TRUST→ 04.032.069 $-378.473 $
-8,6 %
14.410.542 $+114.768 $
+2,7 %
14.295.774 $+4.295.774 $1
SCHWAB STRATEGIC TRUST→ 04.003.241 $+284.814 $
+7,7 %
13.718.427 $+2.320.138 $
+165,9 %
11.398.289 $+1.398.289 $1
Sable Offshore Corp.SOC→ 0Schwach617.078 $-1.034.922 $
-62,6 %
11.652.000 $-1.615.703 $
-49,4 %
13.267.703 $+3.267.703 $1
VANGUARD TAX-MANAGED FDS→ 02.678.288 $+2.019.391 $
+306,5 %
12.408.768 $+1.855.672 $
+335,5 %
11.155.633 $+1.155.633 $1
Blackstone Secured Lending FundBXSL→ 0Neutral1.896.373 $+43.652 $
+2,4 %
11.852.721 $-749.465 $
-28,8 %
12.602.186 $+2.602.186 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 02.356.160 $+2.356.160 $1
Broadcom Inc.AVGO→ 0Neutral2.301.631 $+695.893 $
+43,3 %
11.605.738 $+304.055 $
+23,4 %
11.301.683 $+1.301.683 $1
Tesla, Inc.TSLA→ 0Neutral2.258.202 $+192.015 $
+9,3 %
12.066.187 $+1.347.984 $
+187,7 %
1718.203 $+718.203 $1
SELECT SECTOR SPDR TRUST→ 02.004.529 $-107.770 $
-5,1 %
12.112.299 $+768.613 $
+57,2 %
11.343.686 $+1.343.686 $1
Meta Platforms, Inc.META→ 0Neutral1.990.667 $+24.828 $
+1,3 %
11.965.839 $+316.934 $
+19,2 %
11.648.905 $+1.648.905 $1
BlackRock Finance, Inc.→ 01.881.888 $+16.019 $
+0,9 %
11.865.869 $-9.879 $
-0,5 %
11.875.748 $+1.875.748 $1
MAI Capital Management→ 01.789.933 $+132.491 $
+8,0 %
11.657.442 $+17.949 $
+1,1 %
11.639.493 $+1.639.493 $1
JAMES INVESTMENT RESEARCH, INC.→ 01.656.281 $+102.289 $
+6,6 %
11.553.992 $+966.807 $
+164,7 %
1587.185 $+587.185 $1
MICRON TECHNOLOGY INCMU→ 0Stark1.569.835 $+1.253.616 $
+396,4 %
1316.219 $+316.219 $1
ORACLE CORPORCL→ 0Neutral314.057 $-713.507 $
-69,4 %
11.027.564 $-384.559 $
-27,2 %
11.412.123 $+1.412.123 $1
VANGUARD WORLD FUND→ 01.110.256 $+46.675 $
+4,4 %
11.063.581 $-83.489 $
-7,3 %
11.147.070 $+1.147.070 $1
Frontline plcFRO→ 01.100.885 $+1.100.885 $1
VISA INC.V→ 0Neutral1.087.253 $+259.719 $
+31,4 %
1827.534 $+85.080 $
+11,5 %
1742.454 $+742.454 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.061.904 $+1.061.904 $1
JPMORGAN CHASE & COJPM→ 0Neutral1.045.820 $+215.406 $
+25,9 %
1830.414 $+83.830 $
+11,2 %
1746.584 $+746.584 $1
ELI LILLY & CoLLY→ 0Neutral1.012.319 $+372.159 $
+58,1 %
1640.160 $-350 $
-0,1 %
1640.510 $+640.510 $1
ASML HOLDING NVASML→ 0Sehr stark859.439 $+372.052 $
+76,3 %
1487.387 $+206.013 $
+73,2 %
1281.374 $+281.374 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral856.614 $+422.317 $
+97,2 %
1434.297 $-33.139 $
-7,1 %
1467.436 $+467.436 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark851.694 $+530.753 $
+165,4 %
1320.941 $+320.941 $1
Kayne Anderson BDC, Inc.KBDC→ 0Neutral799.475 $-11.227 $
-1,4 %
1810.702 $-35.453 $
-4,2 %
1846.155 $+846.155 $1
EXXON MOBIL CORPXOM→ 0Stark819.774 $+79.717 $
+10,8 %
1740.057 $+422.840 $
+133,3 %
1317.217 $+317.217 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0758.492 $+279.432 $
+58,3 %
1479.060 $-30.818 $
-6,0 %
1509.878 $+509.878 $1
INTEL CORPINTC→ 0Neutral752.327 $+752.327 $1
KLA CORPKLAC→ 0Stark737.078 $+386.644 $
+110,3 %
1350.434 $+81.901 $
+30,5 %
1268.533 $+268.533 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark722.564 $+223.073 $
+44,7 %
1499.491 $+123.275 $
+32,8 %
1376.216 $+376.216 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral714.302 $+288.617 $
+67,8 %
1425.685 $+188.030 $
+79,1 %
1237.655 $+237.655 $1
VANGUARD WHITEHALL FDS→ 0611.735 $-2.066.553 $
-77,2 %
1658.897 $-1.749.871 $
-72,6 %
1632.637 $-522.996 $
-45,3 %
1
Walmart Inc.WMT→ 0Stark609.453 $+125.755 $
+26,0 %
1483.698 $+93.428 $
+23,9 %
1390.270 $+390.270 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark602.923 $+371.394 $
+160,4 %
1231.529 $+12.994 $
+5,9 %
1218.535 $+218.535 $1
Mastercard IncMA→ 0Neutral602.453 $+391.596 $
+185,7 %
1210.857 $-332.621 $
-61,2 %
1543.478 $+543.478 $1
BlackSky Technology Inc.BKSY→ 0Sehr schwach251.600 $-345.157 $
-57,8 %
1596.757 $+596.757 $1
JOHNSON & JOHNSONJNJ→ 0Stark594.036 $+197.554 $
+49,8 %
1396.482 $+23.558 $
+6,3 %
1372.924 $+372.924 $1
GE Vernova Inc.GEV→ 0Sehr stark592.717 $+195.111 $
+49,1 %
1397.606 $+142.386 $
+55,8 %
1255.220 $+255.220 $1
GENERAL ELECTRIC COGE→ 0Neutral571.434 $+149.468 $
+35,4 %
1421.966 $+160.140 $
+61,2 %
1261.826 $+261.826 $1
ISHARES TR→ 0553.096 $-79.541 $
-12,6 %
1
Palo Alto Networks IncPANW→ 0Neutral552.112 $+552.112 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral284.773 $-218.063 $
-43,4 %
1502.836 $+266.999 $
+113,2 %
1235.837 $+235.837 $1
TJX COMPANIES INC /DE/TJX→ 0Stark302.849 $-195.735 $
-39,3 %
1498.584 $+188.752 $
+60,9 %
1309.832 $+309.832 $1
CATERPILLAR INCCAT→ 0Sehr stark497.309 $+210.382 $
+73,3 %
1286.927 $+84.703 $
+41,9 %
1202.224 $+202.224 $1
Merck & Co., Inc.MRK→ 0Sehr stark494.468 $+200.599 $
+68,3 %
1293.869 $+293.869 $1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark488.892 $+204.615 $
+72,0 %
1284.277 $-54.115 $
-16,0 %
1338.392 $+338.392 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark487.380 $+85.818 $
+21,4 %
1401.562 $+401.562 $1
Walt Disney CoDIS→ 0Neutral474.513 $+188.040 $
+65,6 %
1286.473 $+286.473 $1
LAM RESEARCH CORPLRCX→ 0Stark462.797 $+227.557 $
+96,7 %
1235.240 $+235.240 $1
AbbVie Inc.ABBV→ 0Neutral457.734 $+134.543 $
+41,6 %
1323.191 $+101.555 $
+45,8 %
1221.636 $+221.636 $1
COCA COLA COKO→ 0Stark456.819 $+150.869 $
+49,3 %
1305.950 $+67.067 $
+28,1 %
1238.883 $+238.883 $1
RTX CorpRTX→ 0Neutral433.723 $+89.203 $
+25,9 %
1344.520 $+87.026 $
+33,8 %
1257.494 $+257.494 $1
Interactive Brokers Group, Inc.IBKR→ 0Sehr stark418.054 $+99.203 $
+31,1 %
1318.851 $+10.034 $
+3,2 %
1308.817 $+308.817 $1
CHEVRON CORPCVX→ 0Sehr stark332.847 $-80.540 $
-19,5 %
1413.387 $+177.456 $
+75,2 %
1235.931 $+235.931 $1
LINDE PLCLIN→ 0Stark404.774 $+151.936 $
+60,1 %
1252.838 $+252.838 $1
HOME DEPOT, INC.HD→ 0Neutral402.761 $+91.302 $
+29,3 %
1311.459 $+86.073 $
+38,2 %
1225.386 $+225.386 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral369.732 $+23.269 $
+6,7 %
1346.463 $-36.683 $
-9,6 %
1383.146 $+383.146 $1
Palantir Technologies Inc.PLTR→ 0Neutral371.011 $+33.396 $
+9,9 %
1337.615 $+337.615 $1
Philip Morris International Inc.PM→ 0Neutral359.650 $+102.876 $
+40,1 %
1256.774 $+256.774 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral354.097 $+354.097 $1
Prologis, Inc.PLD→ 0Neutral339.895 $-12.233 $
-3,5 %
1352.128 $+352.128 $1
Marvell Technology, Inc.MRVL→ 0Neutral350.915 $+350.915 $1
AMPHENOL CORP /DE/APH→ 0Neutral349.643 $+349.643 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral341.291 $+94.241 $
+38,1 %
1247.050 $+247.050 $1
Howmet Aerospace Inc.HWM→ 0Neutral338.495 $+130.620 $
+62,8 %
1207.875 $+207.875 $1
TERADYNE, INCTER→ 0Stark336.269 $+336.269 $1
MORGAN STANLEYMS→ 0Neutral335.719 $+111.080 $
+49,4 %
1224.639 $+224.639 $1
NETFLIX INCNFLX→ 0Stark335.372 $+103.784 $
+44,8 %
1231.588 $+231.588 $1
Shell plcSHEL→ 0Stark271.856 $-63.316 $
-18,9 %
1335.172 $+335.172 $1
Seagate Technology Holdings plcSTX→ 0Stark329.065 $+329.065 $1
ALTRIA GROUP, INC.MO→ 0Stark325.214 $+44.426 $
+15,8 %
1280.788 $+280.788 $1
NIKE, Inc.NKE→ 0Schwach323.523 $+323.523 $1
NORDSON CORPNDSN→ 0Stark322.809 $+82.822 $
+34,5 %
1239.987 $+239.987 $1
Eaton Corp plcETN→ 0Neutral322.573 $+322.573 $1
NOVARTIS AGNVS→ 0320.179 $+49.964 $
+18,5 %
1270.215 $+270.215 $1
EOG RESOURCES INCEOG→ 0Sehr stark318.747 $+108.397 $
+51,5 %
1210.350 $+210.350 $1
PROCTER & GAMBLE CoPG→ 0Neutral318.063 $+79.592 $
+33,4 %
1238.471 $+238.471 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Sehr stark267.388 $-48.490 $
-15,4 %
1315.878 $+315.878 $1
TELEDYNE TECHNOLOGIES INCTDY→ 0Neutral311.443 $+311.443 $1
Sandisk CorpSNDK→ 0Stark306.954 $+306.954 $1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral306.637 $+306.637 $1
UL Solutions Inc.ULS→ 0Stark305.071 $+305.071 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach302.301 $+44.882 $
+17,4 %
1257.419 $+257.419 $1
Energy Transfer LPET→ 0294.774 $+21.003 $
+7,7 %
1273.771 $+39.860 $
+17,0 %
1233.911 $+233.911 $1
DEERE & CODE→ 0Stark291.792 $+291.792 $1
ASTRAZENECA PLCAZN→ 0Stark219.290 $-70.080 $
-24,2 %
1289.370 $+289.370 $1
CITIGROUP INCC→ 0Neutral288.738 $+288.738 $1
SCHWAB CHARLES CORPSCHW→ 0Neutral287.606 $+65.719 $
+29,6 %
1221.887 $+11.376 $
+5,4 %
1210.511 $+210.511 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral284.346 $+284.346 $1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral283.075 $+283.075 $1
MPLX LPMPLX→ 0260.639 $-16.436 $
-5,9 %
1277.075 $+17.963 $
+6,9 %
1259.112 $+259.112 $1
BERKLEY W R CORPWRB→ 0Neutral272.669 $+63.290 $
+30,2 %
1209.379 $-26.786 $
-11,3 %
1236.165 $+236.165 $1
Ancora Advisors LLC→ 0270.537 $+17.635 $
+7,0 %
1252.902 $-2.556 $
-1,0 %
1255.458 $+255.458 $1
METLIFE INCMET→ 0Stark268.045 $+268.045 $1
MICROCHIP TECHNOLOGY INCMCHP→ 0Schwach261.744 $+261.744 $1
LPL Financial Holdings Inc.LPLA→ 0Schwach258.592 $+258.592 $1
Zurn Elkay Water Solutions CorpZWS→ 0Stark254.924 $+48.794 $
+23,7 %
1206.130 $-6.144 $
-2,9 %
1212.274 $+212.274 $1
Dell Technologies Inc.DELL→ 0Stark252.405 $+252.405 $1
Arista Networks, Inc.ANET→ 0Neutral251.083 $+251.083 $1
Synchrony FinancialSYF→ 0Stark250.053 $+38.306 $
+18,1 %
1211.747 $+211.747 $1
EBAY INCEBAY→ 0Stark248.085 $+10.431 $
+4,4 %
1237.654 $+237.654 $1
TransDigm Group INCTDG→ 0Schwach247.760 $+247.760 $1
UNITED RENTALS, INC.URI→ 0Neutral245.838 $+245.838 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral243.864 $+4.860 $
+2,0 %
1239.004 $+239.004 $1
S&P Global Inc.SPGI→ 0Neutral242.320 $+11.785 $
+5,1 %
1230.535 $+230.535 $1
AMGEN INCAMGN→ 0Neutral240.448 $+30.393 $
+14,5 %
1210.055 $+210.055 $1
AMERICAN EXPRESS COAXP→ 0Neutral239.820 $+239.820 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral238.928 $+238.928 $1
HSBC HOLDINGS PLCHSBC→ 0238.867 $+238.867 $1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 0232.030 $-6.817 $
-2,9 %
1238.847 $+36.484 $
+18,0 %
1202.363 $+202.363 $1
ABBOTT LABORATORIESABT→ 0Neutral234.473 $+31.699 $
+15,6 %
1202.774 $-34.776 $
-14,6 %
1237.550 $+237.550 $1
Motorola Solutions, Inc.MSI→ 0Stark234.224 $+234.224 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark232.193 $+232.193 $1
RBC Bearings INCRBC→ 0Neutral230.574 $+230.574 $1
CARRIER GLOBAL CorpCARR→ 0Stark228.339 $+228.339 $1
HCA Healthcare, Inc.HCA→ 0Stark228.102 $+228.102 $1
CSX CORPCSX→ 0Neutral225.578 $+225.578 $1
General Motors CoGM→ 0Stark223.378 $+223.378 $1
STRYKER CORPSYK→ 0Neutral222.278 $+222.278 $1
Sunoco LPSUN→ 0221.670 $+8.308 $
+3,9 %
1213.362 $+213.362 $1
Allegion plcALLE→ 0Neutral220.202 $+220.202 $1
T-Mobile US, Inc.TMUS→ 0Neutral218.553 $+218.553 $1
AMERICAN ELECTRIC POWER CO INCAEP→ 0Stark218.076 $+218.076 $1
Cloudflare, Inc.NET→ 0Neutral215.602 $+215.602 $1
ZEBRA TECHNOLOGIES CORPZBRA→ 0Neutral213.504 $+213.504 $1
Salesforce, Inc.CRM→ 0Neutral212.431 $+212.431 $1
BOEING COBA→ 0Neutral211.059 $+211.059 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark206.787 $+206.787 $1
QUALCOMM INC/DEQCOM→ 0Neutral203.085 $-2.347 $
-1,1 %
1205.432 $+205.432 $1
WESTERN DIGITAL CORPWDC→ 0Stark201.197 $+201.197 $1
ServiceNow, Inc.NOW→ 0Neutral200.679 $+200.679 $1
Haleon plcHLN→ 0102.099 $+102.099 $1
Lloyds Banking Group plcLYG→ 079.108 $+79.108 $1
195.299.665 $+35.924.736 $
+34,7 %
130160.245.692 $+39.027.428 $
+28,7 %
92123.117.079 $+121.328.809 $
-28,9 %
71
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