Investments: Smart Portfolios, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
72.636.223 $-3.293.056 $75.929.279 $+3.061.041 $72.868.238 $+9.316.072 $63.552.166 $+63.552.166 $
BANK OF AMERICA CORP /DE/BAC48.273.140 $-2.829.344 $51.102.484 $+1.705.659 $49.396.825 $+7.749.036 $41.647.789 $+41.647.789 $
APPFOLIO INCAPPF2.783.846 $+148.680 $2.635.166 $+459.543 $2.175.623 $-187.618 $2.363.241 $+2.363.241 $
MICROSOFT CORPMSFT2.486.290 $+79.894 $2.406.396 $+121.792 $2.284.604 $+554.807 $1.729.797 $+1.729.797 $
ORACLE CORPORCL1.415.047 $-629.568 $2.044.615 $+173.142 $1.871.473 $+657.223 $1.214.250 $+1.214.250 $
BlackRock, Inc.BLK1.898.208 $-110.936 $2.009.144 $+116.918 $1.892.226 $+143.117 $1.749.109 $+1.749.109 $
MORGAN STANLEYMS939.919 $-976.672 $1.916.591 $+99.780 $1.816.811 $+119.864 $1.696.947 $+1.696.947 $
JPMORGAN CHASE & COJPM1.498.323 $+41.036 $1.457.287 $+31.220 $1.426.067 $+213.304 $1.212.763 $+1.212.763 $
SPS COMMERCE INCSPSC1.244.464 $-53.602 $1.298.066 $+170.584 $1.127.482 $-201.039 $1.328.521 $+1.328.521 $
RTX CorpRTX1.194.851 $+99.843 $1.095.008 $+103.094 $991.914 $+78.205 $913.709 $+913.709 $
AMAZON COM INCAMZN969.675 $+43.968 $925.707 $-63.961 $989.668 $+147.577 $842.091 $+842.091 $
STRYKER CORPSYK825.955 $-50.163 $876.118 $-98.319 $974.437 $+52.001 $922.436 $+922.436 $
UNITEDHEALTH GROUP INCUNH607.402 $-39.000 $646.402 $+46.796 $599.606 $-372.998 $972.604 $+972.604 $
CATERPILLAR INCCAT783.113 $+92.677 $690.436 $+73.959 $616.477 $+87.808 $528.669 $+528.669 $
MCDONALDS CORPMCD706.005 $-2.059 $708.064 $-448 $708.512 $-53.671 $762.183 $+762.183 $
AMGEN INCAMGN615.997 $+84.332 $531.665 $-18.099 $549.764 $-69.909 $619.673 $+619.673 $
Walt Disney CoDIS531.989 $-6.848 $538.837 $-54.923 $593.760 $+117.236 $476.524 $+476.524 $
BOEING COBA578.625 $+1.280 $577.345 $+9.519 $567.826 $+102.395 $465.431 $+465.431 $
STARBUCKS CORPSBUX436.545 $-14.373 $450.918 $-75.038 $525.956 $-15.501 $541.457 $+541.457 $
Phillips 66PSX503.256 $-27.222 $530.478 $+45.523 $484.955 $-16.991 $501.946 $+501.946 $
MICRON TECHNOLOGY INCMU510.028 $+217.218 $292.810 $+77.122 $215.688 $+215.688 $
PEPSICO INCPEP488.399 $+11.184 $477.215 $+15.999 $461.216 $-37.035 $498.251 $+498.251 $
COLGATE PALMOLIVE COCL386.645 $-10.497 $397.142 $-71.266 $468.408 $-14.428 $482.836 $+482.836 $
NICOLET BANKSHARES INCNIC413.159 $-20.910 $434.069 $-24.849 $458.918 $+65.977 $392.941 $+392.941 $
JOHNSON & JOHNSONJNJ458.808 $+71.466 $387.342 $+37.850 $349.492 $-40.066 $389.558 $+389.558 $
FEDEX CORPFDX453.799 $+79.804 $373.995 $+21.437 $352.558 $-30.420 $382.978 $+382.978 $
ALPHA PRO TECH LTDAPT394.380 $+88.074 $306.306 $+84.256 $222.050 $-34.652 $256.702 $+256.702 $
NVIDIA CORPNVDA357.148 $-153 $357.301 $-25.983 $383.284 $+117.319 $265.965 $+265.965 $
CHEVRON CORPCVX303.296 $-5.576 $308.872 $+3.734 $305.138 $-51.357 $356.495 $+356.495 $
AbbVie Inc.ABBV217.066 $+217.066 $
ADVANCED MICRO DEVICES INCAMD215.445 $+215.445 $
ENERGY FUELS INCUUUU145.400 $-8.100 $153.500 $+96.000 $57.500 $+20.200 $37.300 $+37.300 $
72.636.223 $-3.293.056 $75.929.279 $+3.061.041 $72.868.238 $+9.316.072 $63.552.166 $+63.552.166 $
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