Investments: Keystone Financial Planning, 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. ($)
344.355.260 $+2.153.882 $343.664.935 $+13.317.096 $330.347.839 $-4.851.399 $335.199.238 $+335.199.238 $
BANK OF AMERICA CORP /DE/BAC248.362.085 $+14.797.761 $233.564.324 $+2.141.375 $231.422.949 $-2.214.630 $233.637.579 $+233.637.579 $
MICROSOFT CORPMSFT12.993.660 $-930.131 $13.923.791 $+552.167 $13.371.624 $+2.966.752 $10.404.872 $+10.404.872 $
CHEVRON CORPCVX11.753.585 $-444.476 $12.198.061 $+8.650.071 $3.547.990 $-694.183 $4.242.173 $+4.242.173 $
VERIZON COMMUNICATIONS INCVZ9.683.309 $-1.061.978 $10.745.287 $+108.790 $10.636.497 $-565.559 $11.202.056 $+11.202.056 $
BANK OF NOVA SCOTIABNS10.250.353 $+1.268.011 $8.982.342 $+1.247.527 $7.734.815 $+1.146.456 $6.588.359 $+6.588.359 $
GSK plcGSK228.134 $-9.588.867 $9.817.001 $+1.018.985 $8.798.016 $-69.299 $8.867.315 $+8.867.315 $
TORONTO DOMINION BANKTD328.115 $-8.397.672 $8.725.787 $+1.615.824 $7.109.963 $+7.109.963 $
DIAGEO PLCDEO7.553.629 $-754.030 $8.307.659 $+8.307.659 $
AT&T INC.T1.577.675 $-224.444 $1.802.119 $-361.660 $2.163.779 $-5.629.183 $7.792.962 $+7.792.962 $
PRICE T ROWE GROUP INCTROW7.014.914 $-227.816 $7.242.730 $+407.500 $6.835.230 $+327.949 $6.507.281 $+6.507.281 $
PFIZER INCPFE6.134.923 $-336.117 $6.471.040 $+293.344 $6.177.696 $-314.094 $6.491.790 $+6.491.790 $
EXXON MOBIL CORPXOM5.857.136 $+337.568 $5.519.568 $+237.240 $5.282.328 $-649.444 $5.931.772 $+5.931.772 $
UNITED PARCEL SERVICE INCUPS4.539.688 $+606.210 $3.933.478 $-836.300 $4.769.778 $-427.645 $5.197.423 $+5.197.423 $
GENUINE PARTS COGPC2.553.141 $-355.934 $2.909.075 $+355.378 $2.553.697 $-91.807 $2.645.504 $+2.645.504 $
MCDONALDS CORPMCD2.588.228 $-13.222 $2.601.450 $+100.329 $2.501.121 $-172.922 $2.674.043 $+2.674.043 $
COCA COLA COKO2.495.610 $+95.061 $2.400.549 $-160.351 $2.560.900 $-94.588 $2.655.488 $+2.655.488 $
FRANKLIN RESOURCES INCBEN2.473.630 $+28.546 $2.445.084 $-76.111 $2.521.195 $+442.320 $2.078.875 $+2.078.875 $
Haleon plcHLN549.636 $-1.449.260 $1.998.896 $-320.358 $2.319.254 $+4.834 $2.314.420 $+2.314.420 $
JOHNSON & JOHNSONJNJ1.980.288 $+193.596 $1.786.692 $+314.805 $1.471.887 $-186.500 $1.658.387 $+1.658.387 $
PROCTER & GAMBLE CoPG1.292.800 $-93.277 $1.386.077 $-51.149 $1.437.226 $-100.133 $1.537.359 $+1.537.359 $
Solventum CorpSOLV1.135.442 $-143.220 $1.278.662 $-3.753 $1.282.415 $+1.282.415 $
SanofiSNY1.066.920 $+35.860 $1.031.060 $-24.248 $1.055.308 $-208.764 $1.264.072 $+1.264.072 $
LOCKHEED MARTIN CORPLMT930.097 $-29.884 $959.981 $+63.342 $896.639 $+31.808 $864.831 $+864.831 $
COLGATE PALMOLIVE COCL701.302 $-8.166 $709.468 $-97.270 $806.738 $-24.850 $831.588 $+831.588 $
EMERSON ELECTRIC COEMR608.123 $+7.056 $601.067 $-9.851 $610.918 $+64.582 $546.336 $+546.336 $
CVS HEALTH CorpCVS358.787 $+17.949 $340.838 $+28.979 $311.859 $+5.561 $306.298 $+306.298 $
Accenture plcACN291.038 $+23.539 $267.499 $-56.722 $324.221 $-14.264 $338.485 $+338.485 $
Viatris IncVTRS316.255 $+60.013 $256.242 $+24.517 $231.725 $+4.133 $227.592 $+227.592 $
AMGEN INCAMGN200.314 $+200.314 $
344.355.260 $+2.153.882 $343.664.935 $+13.317.096 $330.347.839 $-4.851.399 $335.199.238 $+335.199.238 $
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