Investments: RPg Family Wealth Advisory, 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. ($)
409.678.777 $+442.644 $409.236.133 $+72.767.819 $332.854.196 $+14.899.246 $326.794.722 $+326.794.722 $
BANK OF AMERICA CORP /DE/BAC244.912.311 $-6.254.738 $251.167.049 $+42.653.474 $208.513.575 $+1.609.180 $206.904.395 $+206.904.395 $
INTEL CORPINTC10.527.680 $-4.735.892 $15.263.572 $+10.333.332 $4.930.240 $+4.930.240 $
MORGAN STANLEYMS14.450.482 $+245.582 $14.204.900 $+538.032 $13.666.868 $+793.085 $12.873.783 $+12.873.783 $
BlackRock, Inc.BLK12.971.587 $+244.850 $12.726.737 $+1.545.324 $11.181.413 $+20.643 $11.160.770 $+11.160.770 $
GENERAL ELECTRIC COGE9.435.808 $-2.378.281 $11.814.089 $-797.506 $12.611.595 $+2.914.866 $9.696.729 $+9.696.729 $
APPFOLIO INCAPPF12.163.106 $+2.817.338 $9.345.768 $+1.644.029 $7.701.739 $-3.159.824 $10.861.563 $+10.861.563 $
AMAZON COM INCAMZN8.724.589 $+1.032.122 $7.692.467 $-276 $7.692.743 $-4.363.317 $12.056.060 $+12.056.060 $
MICROSOFT CORPMSFT11.087.083 $+1.277.009 $9.810.074 $+2.043.417 $7.766.657 $-276.898 $8.043.555 $+8.043.555 $
NVIDIA CORPNVDA10.450.633 $+7.270 $10.443.363 $+1.587.055 $8.856.308 $+1.007.402 $7.848.906 $+7.848.906 $
UBS Group AGUBS9.822.829 $+3.471.137 $6.351.692 $+1.097.812 $5.253.880 $-3.384.709 $8.638.589 $+8.638.589 $
Bank of New York Mellon CorpBK9.637.559 $+571.107 $9.066.452 $+3.789.908 $5.276.544 $-3.552.031 $8.828.575 $+8.828.575 $
JPMORGAN CHASE & COJPM9.366.935 $+113.166 $9.253.769 $+3.730.984 $5.522.785 $+5.522.785 $
NETFLIX INCNFLX9.146.569 $+919.580 $8.226.989 $-372.802 $8.599.791 $+8.599.791 $
EMBRAER S.A.EMBJ9.058.827 $+646.666 $8.412.161 $+2.252.052 $6.160.109 $+1.311.373 $4.848.736 $+4.848.736 $
EXXON MOBIL CORPXOM8.994.452 $+4.102.004 $4.892.448 $+214.791 $4.677.657 $+4.257.478 $420.179 $+420.179 $
PALATIN TECHNOLOGIES INCPTNT5.936.850 $-1.772.401 $7.709.251 $+1.926.830 $5.782.421 $+2.562.393 $3.220.028 $+3.220.028 $
BERKSHIRE HATHAWAY INCBRK-B6.114.001 $-381.669 $6.495.670 $-16.823 $6.512.493 $-813.918 $7.326.411 $+7.326.411 $
SAP SESAP5.225.654 $+5.225.654 $
ALPHA PRO TECH LTDAPT2.886.831 $+648.110 $2.238.721 $+368.992 $1.869.729 $+1.684 $1.868.045 $+1.868.045 $
RAYMOND JAMES FINANCIAL INCRJF1.918.784 $+3.710 $1.915.074 $+10.306 $1.904.768 $+72.141 $1.832.627 $+1.832.627 $
FIRST TRUST ADVISORS LP1.597.783 $-103.500 $1.701.283 $-45.735 $1.747.018 $+221.019 $1.525.999 $+1.525.999 $
MERCADOLIBRE INCMELI245.739 $-39.367 $285.106 $+285.106 $
STARBUCKS CORPSBUX228.339 $+8.841 $219.498 $-20.483 $239.981 $+239.981 $
409.678.777 $+442.644 $409.236.133 $+72.767.819 $332.854.196 $+14.899.246 $326.794.722 $+326.794.722 $
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