| Aktie | Ticker | 2025/Q3 | 2025/Q2 | 2025/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 153.040.279 $ | +24.774.295 $ | 128.265.984 $ | +2.067.547 $ | 126.198.437 $ | +126.198.437 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 70.383.049 $ | +13.534.627 $ | 56.848.422 $ | +2.473.088 $ | 54.375.334 $ | +54.375.334 $ |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6.556.289 $ | -1.951.516 $ | 8.507.805 $ | -11.381.634 $ | 19.889.439 $ | +19.889.439 $ | |
| ALPHA PRO TECH LTD | APT | 9.539.487 $ | +4.716.424 $ | 4.823.063 $ | +1.041.188 $ | 3.781.875 $ | +3.781.875 $ |
| NVIDIA CORP | NVDA | 9.040.566 $ | +772.460 $ | 8.268.106 $ | +3.313.938 $ | 4.954.168 $ | +4.954.168 $ |
| APPFOLIO INC | APPF | 7.238.622 $ | +2.005.351 $ | 5.233.271 $ | -745.807 $ | 5.979.078 $ | +5.979.078 $ |
| MICROSOFT CORP | MSFT | 5.764.784 $ | -528.447 $ | 6.293.231 $ | +1.809.568 $ | 4.483.663 $ | +4.483.663 $ |
| CITIGROUP INC | C | 4.550.965 $ | +377.573 $ | 4.173.392 $ | +3.669.971 $ | 503.421 $ | +503.421 $ |
| AMAZON COM INC | AMZN | 4.512.383 $ | +524.970 $ | 3.987.413 $ | +475.024 $ | 3.512.389 $ | +3.512.389 $ |
| GOLDMAN SACHS GROUP INC | GS | 3.895.744 $ | +357.702 $ | 3.538.042 $ | +933.332 $ | 2.604.710 $ | +2.604.710 $ |
| EXXON MOBIL CORP | XOM | 3.854.246 $ | +279.598 $ | 3.574.648 $ | +797.871 $ | 2.776.777 $ | +2.776.777 $ |
| LOCKHEED MARTIN CORP | LMT | 3.360.682 $ | +1.255.248 $ | 2.105.434 $ | +228.806 $ | 1.876.628 $ | +1.876.628 $ |
| JPMORGAN CHASE & CO | JPM | 3.320.216 $ | +268.913 $ | 3.051.303 $ | +140.328 $ | 2.910.975 $ | +2.910.975 $ |
| JOHNSON & JOHNSON | JNJ | 2.811.894 $ | +594.728 $ | 2.217.166 $ | -101.608 $ | 2.318.774 $ | +2.318.774 $ |
| UNITEDHEALTH GROUP INC | UNH | 2.801.764 $ | +1.429.720 $ | 1.372.044 $ | -685.769 $ | 2.057.813 $ | +2.057.813 $ |
| PFIZER INC | PFE | 2.663.959 $ | +188.546 $ | 2.475.413 $ | +476.037 $ | 1.999.376 $ | +1.999.376 $ |
| Duke Energy CORP | DUK | 2.659.388 $ | +209.708 $ | 2.449.680 $ | -9.113 $ | 2.458.793 $ | +2.458.793 $ |
| VERIZON COMMUNICATIONS INC | VZ | 2.535.695 $ | +167.528 $ | 2.368.167 $ | -73.425 $ | 2.441.592 $ | +2.441.592 $ |
| MCDONALDS CORP | MCD | 2.479.135 $ | +181.510 $ | 2.297.625 $ | -115.433 $ | 2.413.058 $ | +2.413.058 $ |
| AMGEN INC | AMGN | 2.365.118 $ | +178.345 $ | 2.186.773 $ | -153.279 $ | 2.340.052 $ | +2.340.052 $ |
| PROCTER & GAMBLE Co | PG | 2.256.350 $ | +174.516 $ | 2.081.834 $ | -65.117 $ | 2.146.951 $ | +2.146.951 $ |
| RNC CAPITAL MANAGEMENT LLC | 441.746 $ | +33.612 $ | 408.134 $ | +40.417 $ | 367.717 $ | +367.717 $ | |
| U S WEALTH GROUP, LLC. | 8.197 $ | +3.179 $ | 5.018 $ | -836 $ | 5.854 $ | +5.854 $ | |
| 153.040.279 $ | +24.774.295 $ | 128.265.984 $ | +2.067.547 $ | 126.198.437 $ | +126.198.437 $ | ||
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