Investments: M Holdings Securities, Inc.

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. ($)
921.714 $+446.318 $374.874 $+83.296 $358.976 $-16.534 $418.237 $+418.237 $
BANK OF AMERICA CORP /DE/BAC418.198 $+255.616 $162.582 $-92.083 $254.665 $-45.811 $300.476 $+300.476 $
APPFOLIO INCAPPF121.267 $+21.062 $100.205 $+100.205 $
NATIONAL HEALTHCARE CORPNHC63.503 $+7.220 $56.283 $+56.283 $
ALPHA PRO TECH LTDAPT30.928 $+12.940 $17.988 $+5.493 $12.495 $+12.495 $
MICROSOFT CORPMSFT24.361 $+17.323 $7.038 $-7.361 $14.399 $+14.399 $
NVIDIA CORPNVDA22.977 $-1.379 $24.356 $+13.230 $11.126 $+11.126 $
JPMORGAN CHASE & COJPM24.196 $+14.607 $9.589 $+3.147 $6.442 $+6.442 $
AMAZON COM INCAMZN22.157 $+14.742 $7.415 $+7.415 $
BERKSHIRE HATHAWAY INCBRK-B18.864 $+12.912 $5.952 $+5.952 $
PROCTER & GAMBLE CoPG18.679 $+7.513 $11.166 $+5.961 $5.205 $+5.205 $
BlackRock, Inc.BLK15.770 $+9.076 $6.694 $+4.870 $1.824 $-11.551 $13.375 $+13.375 $
SPS COMMERCE INCSPSC9.416 $-355 $9.771 $+4.327 $5.444 $+5.444 $
EXXON MOBIL CORPXOM9.710 $+2.823 $6.887 $+3.065 $3.822 $+3.822 $
Walmart Inc.WMT8.823 $+6.368 $2.455 $-1.659 $4.114 $+4.114 $
MORGAN STANLEYMS8.629 $+1.186 $7.443 $+7.443 $
JOHNSON & JOHNSONJNJ7.360 $+4.403 $2.957 $-278 $3.235 $+3.235 $
PEPSICO INCPEP5.826 $+3.458 $2.368 $+2.368 $
CHEVRON CORPCVX5.738 $+3.860 $1.878 $+1.878 $
MCDONALDS CORPMCD5.734 $+5.734 $
DEERE & CODE5.295 $+5.295 $
PALATIN TECHNOLOGIES INCPTNT2.803 $-2.411 $5.214 $+3.138 $2.076 $+2.076 $
AbbVie Inc.ABBV5.203 $+2.082 $3.121 $+1.011 $2.110 $+2.110 $
GENERAL ELECTRIC COGE5.112 $+5.112 $
COCA COLA COKO4.996 $+3.351 $1.645 $+298 $1.347 $+1.347 $
NEXTERA ENERGY INCNEE4.586 $+3.716 $870 $+870 $
ISHARES GOLD TRUSTIAU4.256 $+2.484 $1.772 $-429 $2.201 $+2.201 $
Walt Disney CoDIS3.990 $+1.744 $2.246 $+2.246 $
AQR CAPITAL MANAGEMENT LLC3.665 $+74 $3.591 $+3.591 $
VERIZON COMMUNICATIONS INCVZ2.747 $-494 $3.241 $-311 $3.552 $+3.552 $
Duke Energy CORPDUK3.517 $+1.364 $2.153 $-130 $2.283 $+1.041 $1.242 $+1.242 $
PFIZER INCPFE3.406 $+2.965 $441 $-1.561 $2.002 $+2.002 $
NETFLIX INCNFLX3.279 $+3.279 $
AT&T INC.T3.076 $-101 $3.177 $+199 $2.978 $+2.978 $
BROWN & BROWN, INC.BRO2.495 $+2.495 $
ORACLE CORPORCL2.416 $+172 $2.244 $+2.244 $
SOUTHERN COSO2.151 $+947 $1.204 $+1.204 $
CITIGROUP INCC2.023 $+2.023 $
LINCOLN NATIONAL CORPLNC1.760 $+708 $1.052 $+1.052 $
CSX CORPCSX1.741 $+1.741 $
ENBRIDGE INCENB1.535 $+534 $1.001 $+1.001 $
REALTY INCOME CORPO1.387 $+405 $982 $+982 $
CONSOLIDATED EDISON INCED1.300 $+1.300 $
INTEL CORPINTC1.273 $+115 $1.158 $+1.158 $
Kraft Heinz CoKHC1.214 $+389 $825 $+825 $
Medtronic plcMDT1.198 $+203 $995 $+995 $
ARES CAPITAL CORPARCC470 $-648 $1.118 $-2 $1.120 $+1.120 $
CVS HEALTH CorpCVS1.089 $+392 $697 $+697 $
CONOCOPHILLIPSCOP1.072 $+1.072 $
BP PLCBP1.048 $+1.048 $
STARBUCKS CORPSBUX1.028 $+1.028 $
RAYMOND JAMES FINANCIAL INCRJF974 $+85 $889 $+889 $
Shell plcSHEL936 $+936 $
COMCAST CORPCMCSA678 $-48 $726 $-194 $920 $+920 $
REGIONS FINANCIAL CORPRF903 $+564 $339 $+36 $303 $+303 $
COLGATE PALMOLIVE COCL846 $+846 $
FORD MOTOR COF601 $+601 $
FREEPORT-MCMORAN INCFCX526 $+526 $
GSK plcGSK525 $+525 $
BARCLAYS PLCBCS496 $+496 $
VanEck Merk Gold ETFOUNZ478 $+478 $
BARRICK MINING CORPB447 $+447 $
FIRST MAJESTIC SILVER CORPAG370 $+370 $
PERRIGO Co plcPRGO270 $+270 $
921.714 $+446.318 $374.874 $+83.296 $358.976 $-16.534 $418.237 $+418.237 $
Erweiterte Einstellungen ×