Investments: D. SCOTT NEAL, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
210.981.034 $+15.681.803 $195.299.231 $+16.166.364 $179.132.867 $+179.132.867 $
BANK OF AMERICA CORP /DE/BAC116.815.267 $+7.284.056 $109.531.211 $+10.399.481 $99.131.730 $+99.131.730 $
SPS COMMERCE INCSPSC36.142.058 $+4.886.313 $31.255.745 $+1.904.651 $29.351.094 $+29.351.094 $
Unum GroupUNM20.022.362 $-1.345.847 $21.368.209 $-762.437 $22.130.646 $+22.130.646 $
KLA CORPKLAC11.741.670 $+1.989.809 $9.751.861 $+2.703.810 $7.048.051 $+7.048.051 $
ISHARES GOLD TRUSTIAU4.884.105 $+310.061 $4.574.044 $+225.035 $4.349.009 $+4.349.009 $
MICROSOFT CORPMSFT4.232.522 $+167.847 $4.064.675 $+919.027 $3.145.648 $+3.145.648 $
CATERPILLAR INCCAT3.602.006 $+671.408 $2.930.598 $+440.937 $2.489.661 $+2.489.661 $
BERKSHIRE HATHAWAY INCBRK-B2.875.171 $+97.052 $2.778.119 $-267.707 $3.045.826 $+3.045.826 $
APPFOLIO INCAPPF1.752.399 $+342.450 $1.409.949 $-116.541 $1.526.490 $+1.526.490 $
NVIDIA CORPNVDA1.701.990 $+102.810 $1.599.180 $+84.567 $1.514.613 $+1.514.613 $
AT&T INC.T1.017.770 $-25.228 $1.042.998 $-252 $1.043.250 $+1.043.250 $
ALPHA PRO TECH LTDAPT1.026.782 $+280.771 $746.011 $+90.250 $655.761 $+655.761 $
Mastercard IncMA775.324 $+9.374 $765.950 $+17.199 $748.751 $+748.751 $
JOHNSON & JOHNSONJNJ574.802 $+101.277 $473.525 $-40.579 $514.104 $+514.104 $
PROCTER & GAMBLE CoPG555.753 $-18.915 $574.668 $+17.565 $557.103 $+557.103 $
REGIONS FINANCIAL CORPRF565.215 $+61.087 $504.128 $+38.367 $465.761 $+465.761 $
AMAZON COM INCAMZN513.575 $+421 $513.154 $+30.844 $482.310 $+482.310 $
GSK plcGSK342.173 $+37.737 $304.436 $-2.695 $307.131 $+307.131 $
ORACLE CORPORCL337.488 $+75.132 $262.356 $+262.356 $
NICOLET BANKSHARES INCNIC320.758 $-6.026 $326.784 $+34.776 $292.008 $+292.008 $
EXXON MOBIL CORPXOM285.709 $+1.763 $283.946 $-29.911 $313.857 $+313.857 $
GOLDMAN SACHS GROUP INCGS238.905 $+26.580 $212.325 $+212.325 $
MICRON TECHNOLOGY INCMU227.221 $+227.221 $
BlackRock, Inc.BLK214.500 $+214.500 $
Walmart Inc.WMT200.864 $+200.864 $
LIVEPERSON INCLPSN14.645 $-10.714 $25.359 $+5.296 $20.063 $+20.063 $
210.981.034 $+15.681.803 $195.299.231 $+16.166.364 $179.132.867 $+179.132.867 $
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