Advisors Asset Management, Inc.

CIK 1297376 · عرض على SEC EDGAR ↗

قيمة المحفظة
$5.4B
#756 من 9443 حسب قيمة 13F · أعلى 8.0%
المراكز
1472
حتى تاريخ
31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
وزن أكبر 10 مقتنيات
17,74%
وزن أكبر 25 مقتنية
27,04%
المراكز فوق 1%
9
العدد الفعلي للمراكز
183,1

استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)

مراكز جديدة
1472
زيادة
0
انخفض
0
مغلق
0
على هذه الصفحة

توزيع القطاعات

Industrials
14,4%
Technology
12,8%
Financial Services
8,3%
Retail
7,8%
Healthcare
7,7%
Communication Services
5,4%
Energy
4,1%
Real Estate
3,2%
Telecommunication
2,8%
Utilities
2,8%
Consumer Staples
2,7%
Materials
2,4%
Financials
2,2%
Consumer Discretionary
2,0%
Consumer products
1,5%
Communications
1,3%
Logistics & Transportation
1,0%
N/A
0,8%
Packaging
0,3%
Paper & Forest
0,0%
Diversified Consumer Services
0,0%
أخرى/غير معينة
16,6%

المحفظة الكاملة 1472 المراكز

النوع فترة متتالية اتجاه 8 أرباع
AMZN Amazon.com, Inc. - Common Stock $182748799 3,37% 832986 صعود ×1
AAPL Apple Inc. - Common Stock $133823697 2,47% 534397 صعود ×1
MSFT Microsoft Corporation - Common Stock $120736989 2,22% 286446 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $111037512 2,05% 586569 صعود ×1
META Meta Platforms, Inc. - Class A Common Stock $95057549 1,75% 162350 صعود ×1
WMT Walmart Inc. - Common Stock $74123592 1,37% 820405 صعود ×1
V Visa Inc. $70723115 1,30% 223779 صعود ×1
MA Mastercard Incorporated Common Stock $63882946 1,18% 121319 صعود ×1
AVGO Broadcom Inc. - Common Stock $58658998 1,08% 253015 صعود ×1
VZ Verizon Communications Inc. Common Stock $52483076 0,97% 1312405 صعود ×1
IBM International Business Machines Corporation Common Stock $51317335 0,95% 233441 صعود ×1
CSCO Cisco Systems, Inc. - Common Stock $45264202 0,83% 764598 صعود ×1
AXP American Express Company Common Stock $38192421 0,70% 128685 صعود ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $38016909 0,70% 357537 صعود ×1
T AT&T Inc. $37777479 0,70% 1659090 صعود ×1
HD Home Depot, Inc. (The) Common Stock $34603772 0,64% 88958 صعود ×1
MMM 3M Company Common Stock $34359885 0,63% 266170 صعود ×1
TMUS T-Mobile US, Inc. - Common Stock $30387678 0,56% 137669 صعود ×1
UPS United Parcel Service, Inc. Common Stock $29097449 0,54% 230749 صعود ×1
AMGN Amgen Inc. - Common Stock $28786645 0,53% 110446 صعود ×1
CVX Chevron Corporation Common Stock $28605465 0,53% 197497 صعود ×1
KO Coca-Cola Company (The) Common Stock $28177755 0,52% 452582 صعود ×1
EMO ClearBridge Energy Midstream Opportunity Fund Inc. Common Stock $27932284 0,51% 600178 صعود ×1
NIE Virtus Equity & Convertible Income Fund Common Shares of Beneficial Interest $26281050 0,48% 1065736 صعود ×1
GLW Corning Incorporated Common Stock $25888136 0,48% 544784 صعود ×1
LMT Lockheed Martin Corporation Common Stock $25745101 0,47% 52980 صعود ×1
NVDA NVIDIA Corporation - Common Stock $25579291 0,47% 190478 صعود ×1
MRK Merck & Company, Inc. Common Stock (new) $25538008 0,47% 256715 صعود ×1
JNJ Johnson & Johnson Common Stock $24624014 0,45% 170267 صعود ×1
COST Costco Wholesale Corporation - Common Stock $24432340 0,45% 26665 صعود ×1
LLY Eli Lilly and Company Common Stock $24219956 0,45% 31373 صعود ×1
KYN Kayne Anderson Energy Infrastructure Fund, Inc. $23475103 0,43% 1846979 صعود ×1
FDX FedEx Corporation Common Stock $23409751 0,43% 83211 صعود ×1
DOW Dow Inc. Common Stock $22848457 0,42% 569361 صعود ×1
PYPL PayPal Holdings, Inc. - Common Stock $22763613 0,42% 266709 صعود ×1
TXN Texas Instruments Incorporated - Common Stock $22756401 0,42% 121361 صعود ×1
CMCSA Comcast Corporation - Class A Common Stock $21002313 0,39% 559614 صعود ×1
GILD Gilead Sciences, Inc. - Common Stock $20836455 0,38% 225576 صعود ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $20617756 0,38% 36006 صعود ×1
HPQ HP Inc. Common Stock $20379132 0,38% 624552 صعود ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $20097312 0,37% 39729 صعود ×1
PFE Pfizer, Inc. Common Stock $19856856 0,37% 748468 صعود ×1
AMT American Tower Corporation (REIT) Common Stock $19761510 0,36% 107745 صعود ×1
XYZ Block, Inc. Class A Common Stock, $19324941 0,36% 227379 صعود ×1
NEE NextEra Energy, Inc. Common Stock $19266472 0,35% 268747 صعود ×1
NFJ Virtus Dividend, Interest & Premium Strategy Fund Common Shares of Beneficial Interest $18957908 0,35% 1501022 صعود ×1
JPM JP Morgan Chase & Co. Common Stock $18586634 0,34% 77538 صعود ×1
PG Procter & Gamble Company (The) Common Stock $18528510 0,34% 110519 صعود ×1
ORCL Oracle Corporation Common Stock $18446548 0,34% 110697 صعود ×1
ABBV AbbVie Inc. Common Stock $17646321 0,33% 99304 صعود ×1
APD Air Products and Chemicals, Inc. Common Stock $17523927 0,32% 60419 صعود ×1
AXON Axon Enterprise, Inc. - Common Stock $17421302 0,32% 29313 صعود ×1
KNTK Kinetik Holdings Inc. Class A Common Stock $16772606 0,31% 295761 صعود ×1
PANW Palo Alto Networks, Inc. - Common Stock $16307437 0,30% 89621 صعود ×1
MO Altria Group, Inc. $16268831 0,30% 311127 صعود ×1
TYG Tortoise Energy Infrastructure Corporation Common Stock $16221282 0,30% 386221 صعود ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $16020517 0,30% 45540 صعود ×1
PWR Quanta Services, Inc. Common Stock $15620139 0,29% 49423 صعود ×1
PM Philip Morris International Inc Common Stock $15160851 0,28% 125973 صعود ×1
BKE Buckle, Inc. (The) Common Stock $14946066 0,28% 294156 صعود ×1
TJX TJX Companies, Inc. (The) Common Stock $14776754 0,27% 122314 صعود ×1
CCOI Cogent Communications Holdings, Inc. - Common Stock $14753279 0,27% 191427 صعود ×1
PAYX Paychex, Inc. - Common Stock $14657477 0,27% 104532 صعود ×1
CHTR Charter Communications, Inc. - Class A Common Stock $14596175 0,27% 42583 صعود ×1
BMY Bristol-Myers Squibb Company Common Stock $14339544 0,26% 253528 صعود ×1
BLK BlackRock, Inc. Common Stock $14338214 0,26% 13987 صعود ×1
PEP PepsiCo, Inc. - Common Stock $14255473 0,26% 93749 صعود ×1
MSI Motorola Solutions, Inc. Common Stock $14229288 0,26% 30784 صعود ×1
ADP Automatic Data Processing, Inc. - Common Stock $14206480 0,26% 48531 صعود ×1
BR Broadridge Financial Solutions, Inc. Common Stock $14124068 0,26% 62471 صعود ×1
UGI UGI Corporation Common Stock $13859519 0,26% 490950 صعود ×1
CCI Crown Castle Inc. Common Stock $13692326 0,25% 150863 صعود ×1
IPG $13640472 0,25% 486812 صعود ×1
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest $13525985 0,25% 548499 صعود ×1
EME EMCOR Group, Inc. Common Stock $13387327 0,25% 29494 صعود ×1
MDT Medtronic plc. Ordinary Shares $13338203 0,25% 166978 صعود ×1
EIPI $13251894 0,24% 679933 صعود ×1
D Dominion Energy, Inc. Common Stock $13007782 0,24% 241511 صعود ×1
FISV Fiserv, Inc. - Common Stock $12901403 0,24% 62805 صعود ×1
ETN Eaton Corporation, PLC Ordinary Shares $12860626 0,24% 38752 صعود ×1
MLM Martin Marietta Materials, Inc. Common Stock $12813849 0,24% 24809 صعود ×1
CWENA $12813560 0,24% 524072 صعود ×1
PINS Pinterest, Inc. Class A Common Stock $12586783 0,23% 434027 صعود ×1
RTX RTX Corporation Common Stock $12561753 0,23% 108553 صعود ×1
CHW Calamos Global Dynamic Income Fund - Closed End Fund $12551470 0,23% 1859477 صعود ×1
TDS Telephone and Data Systems, Inc. Common Shares $12416074 0,23% 364001 صعود ×1
UVV Universal Corporation Common Stock $12262553 0,23% 223606 صعود ×1
BX Blackstone Inc. Common Stock $12170266 0,22% 70585 صعود ×1
UNP Union Pacific Corporation Common Stock $11981678 0,22% 52542 صعود ×1
AVA Avista Corporation Common Stock $11896875 0,22% 324785 صعود ×1
BCC Boise Cascade, L.L.C. Common Stock $11895747 0,22% 100082 صعود ×1
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest $11870585 0,22% 1452948 صعود ×1
NOW ServiceNow, Inc. Common Stock $11786414 0,22% 11118 صعود ×1
LOW Lowe's Companies, Inc. Common Stock $11755824 0,22% 47633 صعود ×1
INTU Intuit Inc. - Common Stock $11685701 0,22% 18593 صعود ×1
GDV Gabelli Dividend & Income Trust Common Shares of Beneficial Interest $11579684 0,21% 479490 صعود ×1
EMR Emerson Electric Company Common Stock $11571840 0,21% 93374 صعود ×1
ITW Illinois Tool Works Inc. Common Stock $11479168 0,21% 45272 صعود ×1
RVT Royce Small-Cap Trust, Inc. Common Stock $11268923 0,21% 713223 صعود ×1
IGA Voya Global Advantage and Premium Opportunity Fund Common Shares of Beneficial Interest $11265860 0,21% 1224550 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
AMZN $182748799 832986 3,37%
AAPL $133823697 534397 2,47%
MSFT $120736989 286446 2,22%
GOOGL $111037512 586569 2,05%
META $95057549 162350 1,75%
WMT $74123592 820405 1,37%
V $70723115 223779 1,30%
MA $63882946 121319 1,18%
AVGO $58658998 253015 1,08%
VZ $52483076 1312405 0,97%
IBM $51317335 233441 0,95%
CSCO $45264202 764598 0,83%
AXP $38192421 128685 0,70%
SHOP $38016909 357537 0,70%
T $37777479 1659090 0,70%