Investments: Oasis Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Oasis 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
128.322.150 $-107.189.144 $
-8,8 %
28453.007.161 $+308.740.664 $
+705,0 %
196137.606.821 $+132.867.786 $
+489,3 %
47
iSHARES TRUST→ 019.500.560 $-10.922.394 $
-35,9 %
130.422.954 $+19.307.546 $
+173,7 %
111.115.408 $+11.115.408 $1
Ancora Advisors LLC→ 014.373.657 $-13.532.993 $
-48,5 %
127.906.650 $+7.595.237 $
+37,4 %
120.311.413 $+20.311.413 $1
Apple Inc.AAPL→ 0Neutral556.063 $-24.249.617 $
-97,8 %
124.805.680 $+23.594.518 $
+1.948,1 %
11.211.162 $+1.211.162 $1
SCHWAB STRATEGIC TRUST→ 022.784.366 $+1.888.803 $
+9,0 %
120.895.563 $+2.980.798 $
+16,6 %
117.914.765 $+17.914.765 $1
UBS AGAMUB→ 0350.112 $-21.860.340 $
-98,4 %
122.210.452 $+20.961.903 $
+1.678,9 %
11.248.549 $+1.248.549 $1
PRINCIPAL EXCHANGE TRADED FD→ 020.064.151 $+18.178.698 $
+964,2 %
119.052.078 $-1.367.737 $
-6,7 %
120.419.815 $+19.314.532 $
+1.747,5 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 01.062.377 $-2.486.630 $
-70,1 %
13.549.007 $-13.326.064 $
-79,0 %
116.875.071 $+16.875.071 $1
NVIDIA CORPNVDA→ 0Neutral15.756.030 $+14.976.242 $
+1.920,6 %
1779.788 $+779.788 $1
Eaton Corp plcETN→ 0Neutral1.528.492 $-12.946.375 $
-89,4 %
114.474.867 $+14.474.867 $1
MICROSOFT CORPMSFT→ 0Neutral13.885.596 $+12.832.668 $
+1.218,8 %
11.052.928 $+1.052.928 $1
Alphabet Inc.GOOGL→ 0Stark13.251.796 $+12.701.947 $
+2.310,1 %
1549.849 $+549.849 $1
Philip Morris International Inc.PM→ 0Neutral11.793.072 $+11.197.066 $
+1.878,7 %
1596.006 $+596.006 $1
ISHARES GOLD TRUSTIAU→ 01.180.901 $-9.539.536 $
-89,0 %
110.720.437 $+10.720.437 $1
MAI Capital Management→ 09.920.654 $-67.836 $
-0,7 %
19.988.490 $+9.988.490 $1
SPDR SERIES TRUST→ 04.914.881 $-4.533.427 $
-48,0 %
19.448.308 $+5.434.239 $
+135,4 %
14.014.069 $+4.014.069 $1
COZAD ASSET MANAGEMENT INC→ 04.566.851 $-4.153.202 $
-47,6 %
18.720.053 $+6.400.134 $
+275,9 %
12.319.919 $+2.319.919 $1
AMAZON COM INCAMZN→ 0Neutral8.535.522 $+8.056.570 $
+1.682,1 %
1478.952 $+478.952 $1
Tidal Trust II→ 08.417.603 $+6.366.267 $
+310,3 %
12.051.336 $+2.051.336 $1
HOME DEPOT, INC.HD→ 0Neutral425.298 $-6.648.814 $
-94,0 %
17.074.112 $+6.583.320 $
+1.341,4 %
1490.792 $+490.792 $1
ISHARES TR→ 06.466.908 $+2.812.063 $
+76,9 %
1757.764 $+757.764 $1
Broadcom Inc.AVGO→ 0Neutral6.385.410 $+6.023.561 $
+1.664,7 %
1361.849 $+361.849 $1
JPMORGAN CHASE & COJPM→ 0Neutral5.818.085 $+5.511.952 $
+1.800,5 %
1306.133 $+306.133 $1
Meta Platforms, Inc.META→ 0Neutral5.586.120 $+5.298.791 $
+1.844,2 %
1287.329 $+287.329 $1
Strategy IncMSTR→ 0Schwach5.436.273 $+4.604.328 $
+553,4 %
1831.945 $+831.945 $1
Tidal Trust I→ 03.530.832 $-1.841.778 $
-34,3 %
15.372.610 $+5.372.610 $1
COCA COLA COKO→ 0Stark5.166.278 $+4.811.963 $
+1.358,1 %
1354.315 $+354.315 $1
Fidelity Wise Origin Bitcoin FundFBTC→ 0882.010 $-1.749.911 $
-66,5 %
12.631.921 $-2.460.428 $
-48,3 %
15.092.349 $+5.092.349 $1
CHEVRON CORPCVX→ 0Sehr stark4.860.672 $+4.633.268 $
+2.037,5 %
1227.404 $+227.404 $1
abrdn Precious Metals Basket ETF TrustGLTR→ 03.182.624 $-1.388.843 $
-30,4 %
14.571.467 $+4.571.467 $1
LISTED FDS TR→ 01.885.453 $-4.581.455 $
-70,8 %
14.524.465 $-14.527.613 $
-76,3 %
11.105.283 $-1.174.694 $
-51,5 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0236.521 $-4.206.479 $
-94,7 %
14.443.000 $+3.965.705 $
+830,9 %
1477.295 $+477.295 $1
VANGUARD GROUP INC→ 02.930.497 $-1.229.360 $
-29,6 %
14.159.857 $+4.159.857 $1
FIDELITY COMWLTH TR→ 03.876.936 $-647.529 $
-14,3 %
1596.011 $-161.753 $
-21,3 %
1
Tesla, Inc.TSLA→ 0Neutral3.760.848 $+3.369.951 $
+862,1 %
1390.897 $+390.897 $1
VANGUARD WHITEHALL FDS→ 03.654.845 $+1.101.537 $
+43,1 %
12.553.308 $-1.323.628 $
-34,1 %
1
EXXON MOBIL CORPXOM→ 0Stark3.652.524 $+3.652.524 $1
Innovator ETFs Trust→ 0747.150 $-2.694.150 $
-78,3 %
13.441.300 $+3.441.300 $1
COMMONWEALTH EQUITY SERVICES, LLC→ 03.149.554 $+849.993 $
+37,0 %
12.299.561 $+2.299.561 $1
UNITED PARCEL SERVICE INCUPS→ 0Neutral204.890 $-2.763.490 $
-93,1 %
12.968.380 $+2.719.297 $
+1.091,7 %
1249.083 $+249.083 $1
JOHNSON & JOHNSONJNJ→ 0Stark2.920.634 $+2.920.634 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark2.733.975 $+2.733.975 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.656.965 $+2.656.965 $1
BITWISE FUNDS TRUST→ 02.279.977 $+1.683.966 $
+282,5 %
1
SELECT SECTOR SPDR TRUST→ 01.829.648 $-445.798 $
-19,6 %
12.275.446 $+282.502 $
+14,2 %
11.992.944 $+1.992.944 $1
APPLIED MATERIALS INC /DEAMAT→ 0Stark2.107.028 $+2.107.028 $1
WELLS FARGO & COMPANY/MNWFC→ 0Neutral1.992.816 $+1.992.816 $1
ELI LILLY & CoLLY→ 0Neutral1.946.784 $+1.946.784 $1
BlackRock ETF Trust→ 01.928.435 $+1.726.724 $
+856,0 %
1201.711 $+201.711 $1
Merck & Co., Inc.MRK→ 0Sehr stark1.861.568 $+1.861.568 $1
AXT INCAXTI→ 0Schwach1.753.787 $+1.753.787 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark1.744.155 $+1.744.155 $1
Mastercard IncMA→ 0Neutral1.718.848 $+1.718.848 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.590.400 $+1.590.400 $1
TEXAS INSTRUMENTS INCTXN→ 0Neutral1.556.940 $+1.556.940 $1
Robinhood Markets, Inc.HOOD→ 0Schwach1.552.320 $+1.189.382 $
+327,7 %
1362.938 $+362.938 $1
DEERE & CODE→ 0Stark1.412.478 $+1.412.478 $1
AbbVie Inc.ABBV→ 0Neutral1.377.272 $+1.377.272 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark1.337.186 $+1.337.186 $1
Better Home & Finance Holding CoBETR→ 0Sehr schwach1.322.397 $+1.322.397 $1
Corteva, Inc.CTVA→ 0Stark1.236.862 $+1.236.862 $1
INTUITIVE SURGICAL INCISRG→ 0Neutral1.196.265 $+1.196.265 $1
RTX CorpRTX→ 0Neutral1.181.177 $+1.181.177 $1
VISA INC.V→ 0Neutral1.128.636 $+1.128.636 $1
REGENERON PHARMACEUTICALS, INC.REGN→ 0Neutral1.113.324 $+1.113.324 $1
Morse Asset Management, Inc→ 01.092.918 $+1.092.918 $1
Walmart Inc.WMT→ 0Stark1.089.972 $+1.089.972 $1
SoFi Technologies, Inc.SOFI→ 0Schwach1.056.562 $+838.797 $
+385,2 %
1217.765 $+217.765 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral1.025.265 $+1.025.265 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral1.021.320 $+632.904 $
+162,9 %
1388.416 $+388.416 $1
BlackRock, Inc.BLK→ 0Neutral1.000.649 $+1.000.649 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral990.206 $+990.206 $1
Lemonade, Inc.LMND→ 0Schwach989.720 $+719.378 $
+266,1 %
1270.342 $+270.342 $1
IQVIA HOLDINGS INC.IQV→ 0Neutral938.820 $+938.820 $1
PFIZER INCPFE→ 0Stark921.687 $+921.687 $1
MICRON TECHNOLOGY INCMU→ 0Stark911.112 $+911.112 $1
COMCAST CORPCMCSA→ 0Neutral875.898 $+875.898 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark207.838 $-662.388 $
-76,1 %
1870.226 $+870.226 $1
LAM RESEARCH CORPLRCX→ 0Stark862.695 $+862.695 $1
NEWMONT Corp /DE/NEM→ 0Sehr stark838.948 $+838.948 $1
NETFLIX INCNFLX→ 0Stark832.116 $+832.116 $1
AST SpaceMobile, Inc.ASTS→ 0Neutral826.793 $+826.793 $1
CATERPILLAR INCCAT→ 0Sehr stark822.757 $+822.757 $1
Palantir Technologies Inc.PLTR→ 0Neutral821.509 $+821.509 $1
FASTENAL COFAST→ 0Neutral818.440 $+818.440 $1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral796.860 $+796.860 $1
ORACLE CORPORCL→ 0Neutral767.466 $+767.466 $1
Accenture plcACN→ 0Neutral759.904 $+759.904 $1
Rocket Lab CorpRKLB→ 0Sehr schwach735.514 $+735.514 $1
TransMedics Group, Inc.TMDX→ 0Neutral718.936 $+718.936 $1
IonQ, Inc.IONQ→ 0Schwach704.660 $+704.660 $1
Elevance Health, Inc.ELV→ 0Stark703.760 $+703.760 $1
WILLIAMS COMPANIES, INC.WMB→ 0Stark703.188 $+703.188 $1
ImmunityBio, Inc.IBRX→ 0Neutral687.337 $+687.337 $1
SPDR GOLD TRUSTGLD→ 0672.972 $+439.942 $
+188,8 %
1233.030 $+233.030 $1
CSX CORPCSX→ 0Neutral668.356 $+668.356 $1
UNION PACIFIC CORPUNP→ 0Stark664.110 $+664.110 $1
INTEL CORPINTC→ 0Neutral662.368 $+662.368 $1
Coinbase Global, Inc.COIN→ 0Neutral649.550 $+649.550 $1
CUMMINS INCCMI→ 0Stark642.492 $+642.492 $1
Oklo Inc.OKLO→ 0Schwach623.350 $+623.350 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark603.824 $+603.824 $1
MORGAN STANLEYMS→ 0Neutral601.622 $+601.622 $1
AT&T INC.T→ 0Sehr stark595.065 $+379.749 $
+176,4 %
1215.316 $+215.316 $1
EMERSON ELECTRIC COEMR→ 0Neutral593.989 $+593.989 $1
SLB LIMITED/NVSLB→ 0Stark585.715 $+585.715 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral584.793 $+584.793 $1
ServiceNow, Inc.NOW→ 0Neutral551.810 $+551.810 $1
CITIGROUP INCC→ 0Neutral544.080 $+544.080 $1
AMGEN INCAMGN→ 0Neutral531.622 $+531.622 $1
Phillips 66PSX→ 0Stark521.784 $+521.784 $1
ADOBE INC.ADBE→ 0Neutral514.110 $+514.110 $1
Opendoor Technologies Inc.OPEN→ 0Stark512.656 $+263.802 $
+106,0 %
1248.854 $+248.854 $1
AMPHENOL CORP /DE/APH→ 0Neutral498.096 $+498.096 $1
Oscar Health, Inc.OSCR→ 0Neutral490.690 $+251.904 $
+105,5 %
1238.786 $+238.786 $1
Ferguson Enterprises Inc. /DE/FERG→ 0Neutral488.840 $+488.840 $1
MARRIOTT INTERNATIONAL INC /MD/MAR→ 0Neutral486.185 $+486.185 $1
Uber Technologies, IncUBER→ 0Neutral477.975 $+477.975 $1
Cigna GroupCI→ 0Neutral476.994 $+476.994 $1
Caesars Entertainment, Inc.CZR→ 0Neutral472.433 $+472.433 $1
Walt Disney CoDIS→ 0Neutral470.186 $+470.186 $1
DOLLAR GENERAL CORPDG→ 0Stark461.890 $+461.890 $1
PRICE T ROWE GROUP INCTROW→ 0Stark447.276 $+447.276 $1
KLA CORPKLAC→ 0Stark442.212 $+442.212 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Sehr stark426.933 $+426.933 $1
AMERICAN EXPRESS COAXP→ 0Neutral418.040 $+418.040 $1
Restaurant Brands International Inc.QSR→ 0Neutral416.283 $+416.283 $1
Snowflake Inc.SNOW→ 0Schwach407.660 $+407.660 $1
NORFOLK SOUTHERN CORPNSC→ 0Stark401.824 $+401.824 $1
Keurig Dr Pepper Inc.KDP→ 0Neutral401.192 $+401.192 $1
Zeta Global Holdings Corp.ZETA→ 0Neutral399.144 $+399.144 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral395.190 $+395.190 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark390.825 $+390.825 $1
MCDONALDS CORPMCD→ 0Stark388.800 $+388.800 $1
METLIFE INCMET→ 0Stark381.000 $+381.000 $1
SOUTHERN COPPER CORP/SCCO→ 0Neutral377.670 $+377.670 $1
US BANCORP \DE\USB→ 0Stark377.472 $+377.472 $1
GILEAD SCIENCES, INC.GILD→ 0Stark376.005 $+376.005 $1
GE Vernova Inc.GEV→ 0Sehr stark375.480 $+375.480 $1
Nebius Group N.V.NBIS→ 0Neutral367.521 $+367.521 $1
CME GROUP INC.CME→ 0Sehr stark359.838 $+359.838 $1
FISERV INCFISV→ 0Stark358.335 $+358.335 $1
Archer Aviation Inc.ACHR→ 0Sehr schwach356.686 $+266.935 $
+297,4 %
189.751 $+89.751 $1
UiPath, Inc.PATH→ 0Neutral350.352 $+350.352 $1
Parker-Hannifin CorpPH→ 0Neutral349.583 $+349.583 $1
HERSHEY COHSY→ 0Stark349.570 $+349.570 $1
BOEING COBA→ 0Neutral347.022 $+347.022 $1
ARGAN INCAGX→ 0Stark343.155 $+343.155 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach342.160 $+342.160 $1
DuPont de Nemours, Inc.DD→ 0Neutral340.808 $+340.808 $1
LINDE PLCLIN→ 0Stark340.656 $+340.656 $1
QUALCOMM INC/DEQCOM→ 0Neutral340.613 $+340.613 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral334.568 $+334.568 $1
LOWES COMPANIES INCLOW→ 0Neutral329.910 $+329.910 $1
WEST PHARMACEUTICAL SERVICES INCWST→ 0Neutral329.840 $+329.840 $1
GENUINE PARTS COGPC→ 0Neutral321.570 $+321.570 $1
VANGUARD WORLD FUND→ 0317.383 $+317.383 $1
Howmet Aerospace Inc.HWM→ 0Neutral315.372 $+315.372 $1
Salesforce, Inc.CRM→ 0Neutral315.060 $+315.060 $1
FEDEX CORPFDX→ 0Sehr stark312.672 $+312.672 $1
ANALOG DEVICES INCADI→ 0Neutral311.906 $+311.906 $1
Diamondback Energy, Inc.FANG→ 0Sehr stark302.864 $+302.864 $1
GARMIN LTDGRMN→ 0Stark300.455 $+300.455 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral296.044 $+296.044 $1
3M COMMM→ 0Neutral289.030 $+289.030 $1
FREEPORT-MCMORAN INCFCX→ 0Stark288.414 $+288.414 $1
ROCKWELL AUTOMATION, INCROK→ 0Neutral287.100 $+287.100 $1
CASEYS GENERAL STORES INCCASY→ 0Neutral284.052 $+284.052 $1
Johnson Controls International plcJCI→ 0Neutral283.380 $+283.380 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral281.100 $+281.100 $1
IDEXX LABORATORIES INC /DEIDXX→ 0Neutral275.330 $+275.330 $1
Gaming & Leisure Properties, Inc.GLPI→ 0Stark274.644 $+274.644 $1
STARBUCKS CORPSBUX→ 0Neutral268.828 $+268.828 $1
NUCOR CORPNUE→ 0Neutral267.163 $+267.163 $1
PEPSICO INCPEP→ 0Stark267.150 $+267.150 $1
AppLovin CorpAPP→ 0Neutral258.700 $+258.700 $1
Interactive Brokers Group, Inc.IBKR→ 0Sehr stark255.892 $+255.892 $1
MCKESSON CORPMCK→ 0Neutral251.020 $+251.020 $1
TJX COMPANIES INC /DE/TJX→ 0Stark248.974 $+248.974 $1
SCHWAB CHARLES CORPSCHW→ 0Neutral243.606 $+243.606 $1
PROCTER & GAMBLE CoPG→ 0Neutral239.993 $+239.993 $1
RICHTECH ROBOTICS INC.RR→ 0Neutral235.809 $+235.809 $1
Monster Beverage CorpMNST→ 0Neutral235.500 $+235.500 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark235.308 $+235.308 $1
VALERO ENERGY CORP/TXVLO→ 0Stark231.204 $+231.204 $1
Carlyle Group Inc.CG→ 0Schwach230.238 $+230.238 $1
Moelis & CoMC→ 0Stark229.852 $+229.852 $1
CONOCOPHILLIPSCOP→ 0Stark222.624 $+222.624 $1
SYNOPSYS INCSNPS→ 0Schwach221.637 $+221.637 $1
STRYKER CORPSYK→ 0Neutral221.382 $+221.382 $1
Marvell Technology, Inc.MRVL→ 0Neutral219.384 $+219.384 $1
REGIONS FINANCIAL CORPRF→ 0Sehr stark218.315 $+218.315 $1
Mondelez International, Inc.MDLZ→ 0Neutral216.256 $+216.256 $1
World Gold TrustGLDM→ 0209.573 $+209.573 $1
Hims & Hers Health, Inc.HIMS→ 0Neutral207.483 $+207.483 $1
PULTEGROUP INC/MI/PHM→ 0Sehr stark205.455 $+205.455 $1
Arista Networks, Inc.ANET→ 0Neutral205.288 $+205.288 $1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach204.094 $+204.094 $1
Chord Energy CorpCHRD→ 0Stark202.605 $+202.605 $1
SOUTHERN COSO→ 0Neutral200.136 $+200.136 $1
Ondas Inc.ONDS→ 0Sehr schwach182.371 $+182.371 $1
Kenvue Inc.KVUE→ 0Neutral176.280 $+176.280 $1
FORD MOTOR COF→ 0Neutral143.406 $+143.406 $1
BigBear.ai Holdings, Inc.BBAI→ 0Schwach128.450 $+128.450 $1
AMERICAN BATTERY TECHNOLOGY CoABAT→ 0Schwach113.203 $+113.203 $1
SmartRent, Inc.SMRT→ 0Schwach33.551 $-11.632 $
-25,7 %
145.183 $+45.183 $1
128.322.150 $-107.189.144 $
-8,8 %
28453.007.161 $+308.740.664 $
+705,0 %
196137.606.821 $+132.867.786 $
+489,3 %
47
Erweitert ×