Investments: Aegis Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
87.060.020 $-4.531.958 $92.299.480 $+92.299.480 $
BANK OF AMERICA CORP /DE/BAC57.211.675 $-5.817.131 $63.028.806 $+63.028.806 $
BlackRock, Inc.BLK9.531.107 $+1.658.581 $7.872.526 $+7.872.526 $
APPFOLIO INCAPPF3.113.885 $-622.754 $3.736.639 $+3.736.639 $
BERKSHIRE HATHAWAY INCBRK-B2.264.400 $-752.400 $3.016.800 $+3.016.800 $
3M COMMM2.084.901 $+64.071 $2.020.830 $+2.020.830 $
FREEPORT-MCMORAN INCFCX1.078.831 $+245.758 $833.073 $+833.073 $
RIO TINTO PLCRIO960.360 $+168.240 $792.120 $+792.120 $
MORGAN STANLEYMS769.186 $-10.922 $780.108 $+780.108 $
Duke Energy CORPDUK708.301 $-39.521 $747.822 $+747.822 $
GENUINE PARTS COGPC642.098 $-81.672 $723.770 $+723.770 $
ASML HOLDING NVASML709.318 $+55.857 $653.461 $+653.461 $
Medtronic plcMDT617.474 $-16.634 $634.108 $+634.108 $
ALBEMARLE CORPALB566.043 $+241.560 $324.483 $+324.483 $
JOHNSON & JOHNSONJNJ558.972 $-3.593 $562.565 $+562.565 $
Alcoa CorpAA531.826 $+202.662 $329.164 $+329.164 $
BARRICK MINING CORPB522.600 $+129.360 $393.240 $+393.240 $
RAYONIER INCRYN408.709 $-69.011 $477.720 $+477.720 $
AT&T INC.T317.754 $-103.531 $421.285 $+421.285 $
Lloyds Banking Group plcLYG360.618 $-56.209 $416.827 $+416.827 $
BP PLCBP402.243 $-4.144 $406.387 $+406.387 $
ENBRIDGE INCENB378.479 $-20.811 $399.290 $+399.290 $
GSK plcGSK385.210 $+29.442 $355.768 $+355.768 $
ORACLE CORPORCL284.569 $-78.794 $363.363 $+363.363 $
EVERSOURCE ENERGYES308.237 $-17.442 $325.679 $+325.679 $
COCA COLA COKO322.070 $+30.731 $291.339 $+291.339 $
DARDEN RESTAURANTS INCDRI283.207 $-26.509 $309.716 $+309.716 $
PFIZER INCPFE236.227 $-66.196 $302.423 $+302.423 $
VERIZON COMMUNICATIONS INCVZ253.056 $-34.489 $287.545 $+287.545 $
UNITED PARCEL SERVICE INCUPS281.204 $+36.628 $244.576 $+244.576 $
STARBUCKS CORPSBUX273.599 $-6.850 $280.449 $+280.449 $
NICOLET BANKSHARES INCNIC224.517 $-35.579 $260.096 $+260.096 $
GOLDMAN SACHS GROUP INCGS250.472 $+250.472 $
COMCAST CORPCMCSA248.376 $+248.376 $
Public StoragePSA240.324 $+240.324 $
ADVANCED MICRO DEVICES INCAMD218.872 $+218.872 $
BECTON DICKINSON & COBDX218.802 $+218.802 $
87.060.020 $-4.531.958 $92.299.480 $+92.299.480 $
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