Investments: Wiser Wealth Management, 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. ($)
264.951.842 $+7.938.101 $257.013.741 $+24.722.309 $232.045.793 $+22.750.779 $209.540.653 $+209.540.653 $
BANK OF AMERICA CORP /DE/BAC245.296.158 $+6.412.038 $238.884.120 $+20.249.974 $218.634.146 $+20.839.785 $197.794.361 $+197.794.361 $
APPFOLIO INCAPPF3.256.816 $+253.772 $3.003.044 $+688.366 $2.314.678 $-91.602 $2.406.280 $+2.406.280 $
BlackRock, Inc.BLK2.744.012 $+101.035 $2.642.977 $+432.401 $2.210.576 $+561.342 $1.649.234 $+1.649.234 $
NVIDIA CORPNVDA2.203.311 $+78.538 $2.124.773 $+426.223 $1.698.550 $+669.157 $1.029.393 $+1.029.393 $
MICROSOFT CORPMSFT2.105.086 $-58.903 $2.163.989 $+393.056 $1.770.933 $+573.592 $1.197.341 $+1.197.341 $
ALPHA PRO TECH LTDAPT2.113.055 $+511.930 $1.601.125 $+671.400 $929.725 $+147.324 $782.401 $+782.401 $
SOUTHERN COSO524.043 $-34.831 $558.874 $+19.291 $539.583 $-677.057 $1.216.640 $+1.216.640 $
AMAZON COM INCAMZN1.156.177 $+104.656 $1.051.521 $+158.604 $892.917 $+152.996 $739.921 $+739.921 $
JOHNSON & JOHNSONJNJ889.964 $+107.492 $782.472 $+782.472 $
BERKSHIRE HATHAWAY INCBRK-B498.126 $-86.058 $584.184 $+164.964 $419.220 $-17.496 $436.716 $+436.716 $
Walmart Inc.WMT527.526 $+53.038 $474.488 $-98.894 $573.382 $+280.954 $292.428 $+292.428 $
JPMORGAN CHASE & COJPM561.757 $+23.824 $537.933 $+99.764 $438.169 $+110.841 $327.328 $+327.328 $
ELI LILLY & CoLLY486.830 $+124.405 $362.425 $+119.212 $243.213 $-17.895 $261.108 $+261.108 $
PROCTER & GAMBLE CoPG389.645 $+19.825 $369.820 $-29.101 $398.921 $-55.231 $454.152 $+454.152 $
ORACLE CORPORCL248.900 $-110.243 $359.143 $+359.143 $
NETFLIX INCNFLX248.370 $-86.129 $334.499 $-21.710 $356.209 $+127.739 $228.470 $+228.470 $
COCA COLA COKO313.208 $+313.208 $
EXXON MOBIL CORPXOM291.322 $+29.086 $262.236 $+56.249 $205.987 $-25.311 $231.298 $+231.298 $
Mastercard IncMA267.743 $-167 $267.910 $+61.116 $206.794 $+206.794 $
WEYERHAEUSER COWY203.544 $-5.188 $208.732 $-4.058 $212.790 $-35.153 $247.943 $+247.943 $
UNITEDHEALTH GROUP INCUNH204.998 $-27.389 $232.387 $-13.252 $245.639 $+245.639 $
Fidelity Ethereum FundFETH219.439 $+12.350 $207.089 $+207.089 $
TechnipFMC plcFTI201.812 $+201.812 $
264.951.842 $+7.938.101 $257.013.741 $+24.722.309 $232.045.793 $+22.750.779 $209.540.653 $+209.540.653 $
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