Investments: Rose Capital Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Rose Capital Advisors LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q2
Investment ($)QoQ ($)QoQ (%)Anz. Fonds
156.752.213 $+143.153.231 $
+897,1 %
70
iSHARES TRUST→ 036.335.696 $+36.335.696 $1
Accenture plcACN→ 0Neutral13.650.749 $+13.650.749 $1
VANGUARD TAX-MANAGED FDS→ 012.728.472 $+12.385.373 $
+3.609,9 %
1
Alphabet Inc.GOOGL→ 0Neutral8.497.963 $+8.497.963 $1
Apple Inc.AAPL→ 0Neutral7.894.754 $+7.894.754 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral7.481.176 $+7.481.176 $1
ISHARES TR→ 06.650.523 $-6.077.949 $
-47,8 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral5.528.309 $+5.528.309 $1
INVESCO EXCHANGE-TRADED FUND TRUST→ 04.934.542 $+4.934.542 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 04.366.440 $+4.366.440 $1
MICROSOFT CORPMSFT→ 0Neutral3.451.491 $+3.451.491 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral2.353.947 $+2.353.947 $1
NVIDIA CORPNVDA→ 0Neutral2.263.275 $+2.263.275 $1
Harbor ETF Trust→ 02.060.075 $+2.060.075 $1
AMERICAN INTERNATIONAL GROUP, INC.AIG→ 0Stark1.919.921 $+1.919.921 $1
AMAZON COM INCAMZN→ 0Stark1.915.539 $+1.915.539 $1
AMERICAN EXPRESS COAXP→ 0Stark1.892.049 $+1.892.049 $1
Capital Group International Focus Equity ETF→ 01.703.974 $+1.703.974 $1
iShares, Inc.→ 01.664.670 $+1.664.670 $1
BLACKROCK CORPORATE HIGH YIELD FUND, INC.HYT→ 01.567.755 $+1.567.755 $1
Blackstone Inc.BX→ 0Stark1.468.952 $+1.468.952 $1
BlackRock Finance, Inc.→ 01.313.305 $+1.313.305 $1
COZAD ASSET MANAGEMENT INC→ 01.283.111 $+1.283.111 $1
Jefferies Financial Group Inc.JEF→ 0Schwach1.282.360 $+1.282.360 $1
Versant Media Group, Inc.VSNT→ 0Stark1.248.921 $+1.248.921 $1
ISHARES GOLD TRUSTIAU→ 01.220.544 $+1.220.544 $1
Atkore Inc.ATKR→ 0Neutral1.126.192 $+1.126.192 $1
Meta Platforms, Inc.META→ 0Neutral1.105.668 $+1.105.668 $1
JPMORGAN CHASE & COJPM→ 0Neutral1.058.440 $+1.058.440 $1
PFIZER INCPFE→ 0Neutral904.916 $+904.916 $1
Tesla, Inc.TSLA→ 0Schwach872.324 $+872.324 $1
Janus Detroit Street Trust→ 0872.265 $+872.265 $1
Ascendis Pharma A/SASND→ 0823.365 $+823.365 $1
Innovator ETFs Trust→ 0687.998 $+687.998 $1
MICRON TECHNOLOGY INCMU→ 0Sehr stark676.924 $+676.924 $1
AECOMACM→ 0Neutral611.169 $+611.169 $1
JOHNSON & JOHNSONJNJ→ 0Neutral599.099 $+599.099 $1
ROYAL BANK OF CANADARY→ 0Sehr schwach598.528 $+598.528 $1
Merck & Co., Inc.MRK→ 0Neutral575.936 $+575.936 $1
ELI LILLY & CoLLY→ 0Neutral525.350 $+525.350 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach518.633 $+518.633 $1
Palo Alto Networks IncPANW→ 0Neutral497.548 $+497.548 $1
SELECT SECTOR SPDR TRUST→ 0495.438 $+495.438 $1
Walmart Inc.WMT→ 0Stark485.988 $+485.988 $1
CISCO SYSTEMS, INC.CSCO→ 0Sehr stark446.805 $+446.805 $1
HOME DEPOT, INC.HD→ 0Stark413.078 $+413.078 $1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0367.620 $+367.620 $1
VANGUARD SPECIALIZED FUNDS→ 0343.099 $+110.418 $
+47,5 %
1
Core Scientific, Inc./txCORZ→ 0Sehr schwach324.481 $+324.481 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral314.470 $+314.470 $1
Broadcom Inc.AVGO→ 0Stark302.534 $+302.534 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark297.689 $+297.689 $1
VANGUARD MUN BD FDS→ 0294.730 $+294.730 $1
Philip Morris International Inc.PM→ 0Neutral278.420 $+278.420 $1
COCA COLA COKO→ 0Neutral276.146 $+276.146 $1
Marathon Petroleum CorpMPC→ 0Stark266.536 $+266.536 $1
AbbVie Inc.ABBV→ 0Neutral265.732 $+265.732 $1
AMGEN INCAMGN→ 0Neutral258.203 $+258.203 $1
Chubb LtdCB→ 0Stark258.010 $+258.010 $1
INTEL CORPINTC→ 0Neutral251.049 $+251.049 $1
VISA INC.V→ 0Stark244.749 $+244.749 $1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 0235.445 $+235.445 $1
FIDELITY MERRIMACK STR TR→ 0232.681 $-62.049 $
-21,1 %
1
CITIGROUP INCC→ 0Neutral223.328 $+223.328 $1
Uber Technologies, IncUBER→ 0Schwach220.882 $+220.882 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark220.452 $+220.452 $1
JAMES INVESTMENT RESEARCH, INC.→ 0220.389 $+220.389 $1
CoreWeave, Inc.CRWV→ 0Stark213.613 $+213.613 $1
StubHub Holdings, Inc.STUB→ 0Stark183.398 $+183.398 $1
B2GOLD CORPBTG→ 0Neutral84.380 $+84.380 $1
156.752.213 $+143.153.231 $
+897,1 %
70
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