Investments: Edge Wealth Management 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. ($)
559.595.913 $+2.773.905 $557.301.387 $+44.525.113 $512.743.114 $+25.839.420 $487.369.775 $+487.369.775 $
BANK OF AMERICA CORP /DE/BAC238.141.220 $+33.824.317 $204.316.903 $+10.950.688 $193.366.215 $+14.905.900 $178.460.315 $+178.460.315 $
ALPHA PRO TECH LTDAPT56.730.808 $+11.965.832 $44.764.976 $+12.216.441 $32.548.535 $+3.589.951 $28.958.584 $+28.958.584 $
BlackRock, Inc.BLK5.218.718 $-43.782.025 $49.000.743 $+98.497 $48.902.246 $-2.564.762 $51.467.008 $+51.467.008 $
APPFOLIO INCAPPF49.416.831 $+2.509.721 $46.907.110 $+9.107.612 $37.799.498 $-3.511.537 $41.311.035 $+41.311.035 $
MICROSOFT CORPMSFT39.785.494 $-3.130.968 $42.916.462 $+1.565.475 $41.350.987 $+10.483.412 $30.867.575 $+30.867.575 $
JPMORGAN CHASE & COJPM28.204.884 $+208.930 $27.995.954 $+2.236.792 $25.759.162 $+3.624.515 $22.134.647 $+22.134.647 $
Walmart Inc.WMT23.794.154 $+1.460.436 $22.333.718 $+1.149.893 $21.183.825 $+1.905.445 $19.278.380 $+19.278.380 $
BERKSHIRE HATHAWAY INCBRK-B20.417.140 $-79.570 $20.496.710 $+743.450 $19.753.260 $-2.231.110 $21.984.370 $+21.984.370 $
GENERAL DYNAMICS CORPGD16.813.360 $-480.846 $17.294.206 $+2.480.765 $14.813.441 $+973.422 $13.840.019 $+13.840.019 $
EXXON MOBIL CORPXOM16.795.248 $+967.767 $15.827.481 $+627.501 $15.199.980 $-2.000.967 $17.200.947 $+17.200.947 $
JOHNSON & JOHNSONJNJ16.089.279 $+1.585.829 $14.503.450 $+2.589.067 $11.914.383 $-1.046.738 $12.961.121 $+12.961.121 $
Public StoragePSA11.454.960 $-1.448.102 $12.903.062 $-231.937 $13.134.999 $-331.823 $13.466.822 $+13.466.822 $
PROCTER & GAMBLE CoPG8.449.119 $-552.917 $9.002.036 $-294.233 $9.296.269 $-665.415 $9.961.684 $+9.961.684 $
Walt Disney CoDIS8.027.899 $-251.243 $8.279.142 $-721.788 $9.000.930 $+1.833.611 $7.167.319 $+7.167.319 $
MCDONALDS CORPMCD7.397.231 $+24.565 $7.372.666 $+306.714 $7.065.952 $-648.426 $7.714.378 $+7.714.378 $
AMAZON COM INCAMZN4.657.717 $-14.733 $4.672.450 $+246.466 $4.425.984 $+580.639 $3.845.345 $+3.845.345 $
NVIDIA CORPNVDA1.760.230 $-144.418 $1.904.648 $+291.649 $1.612.999 $+514.222 $1.098.777 $+1.098.777 $
Lloyds Banking Group plcLYG583.000 $-325.000 $908.000 $+59.000 $849.000 $+85.000 $764.000 $+764.000 $
PALATIN TECHNOLOGIES INCPTNT844.313 $-35.864 $880.177 $+220.828 $659.349 $+131.511 $527.838 $+527.838 $
CHEVRON CORPCVX733.397 $-73.956 $807.353 $+69.146 $738.207 $-114.303 $852.510 $+852.510 $
SPS COMMERCE INCSPSC701.469 $-29.733 $731.202 $+104.424 $626.778 $+127.720 $499.058 $+499.058 $
BOEING COBA695.870 $+233.994 $461.876 $-49.207 $511.083 $+103.468 $407.615 $+407.615 $
BP PLCBP502.384 $-102.204 $604.588 $+80.316 $524.272 $-67.812 $592.084 $+592.084 $
BARRICK MINING CORPB594.109 $+164.167 $429.942 $+156.980 $272.962 $+272.962 $
PEPSICO INCPEP333.540 $+5.051 $328.489 $+19.601 $308.888 $-105.846 $414.734 $+414.734 $
FEDEX CORPFDX328.145 $+36.920 $291.225 $-11.897 $303.122 $-45.727 $348.849 $+348.849 $
GOLDMAN SACHS GROUP INCGS333.834 $+31.830 $302.004 $+33.863 $268.141 $+61.589 $206.552 $+206.552 $
ADVANCED MICRO DEVICES INCAMD280.335 $+280.335 $
CUMMINS INCCMI255.225 $+44.040 $211.185 $+211.185 $
ORACLE CORPORCL222.180 $-28.080 $250.260 $+250.260 $
ARBOR REALTY TRUST INCABR155.200 $-89.000 $244.200 $+30.202 $213.998 $-21.002 $235.000 $+235.000 $
Sony Group CorpSONY217.100 $+5.093 $212.007 $+212.007 $
PFIZER INCPFE215.821 $+215.821 $
Phillips 66PSX204.030 $+204.030 $
NOVAVAX INCNVAX100.800 $-29.250 $130.050 $+35.197 $94.853 $-1.297 $96.150 $+96.150 $
CITIGROUP INCC53.169 $+26.473 $26.696 $-2.275 $28.971 $+28.971 $
559.595.913 $+2.773.905 $557.301.387 $+44.525.113 $512.743.114 $+25.839.420 $487.369.775 $+487.369.775 $
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