Investments: Betterment 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. ($)
34.625.128 $+1.686.631 $32.938.709 $+2.564.136 $30.374.573 $+3.401.961 $26.974.165 $+26.974.165 $
BANK OF AMERICA CORP /DE/BAC31.065.807 $+1.573.991 $29.491.816 $+2.678.320 $26.813.496 $+3.348.806 $23.464.690 $+23.464.690 $
BlackRock, Inc.BLK3.419.154 $+109.559 $3.309.595 $-141.786 $3.451.381 $+38.343 $3.413.038 $+3.413.038 $
iShares Bitcoin Trust ETFIBIT59.331 $-11.230 $70.561 $+16.504 $54.057 $+13.316 $40.741 $+40.741 $
MORGAN STANLEYMS22.732 $-948 $23.680 $+993 $22.687 $-430 $23.117 $+23.117 $
APPFOLIO INCAPPF8.853 $+1.200 $7.653 $+1.225 $6.428 $-234 $6.662 $+6.662 $
WELLS FARGO & COMPANY/MNWFC5.685 $+576 $5.109 $+688 $4.421 $-1.766 $6.187 $+6.187 $
ALPHA PRO TECH LTDAPT5.734 $+2.902 $2.832 $+890 $1.942 $+258 $1.684 $+1.684 $
SPS COMMERCE INCSPSC5.015 $+1.883 $3.132 $+1.161 $1.971 $+394 $1.577 $+1.577 $
MICROSOFT CORPMSFT3.926 $+413 $3.513 $+410 $3.103 $+841 $2.262 $+2.262 $
NVIDIA CORPNVDA3.627 $+1.382 $2.245 $+313 $1.932 $+1.064 $868 $+868 $
AMAZON COM INCAMZN2.838 $+1.410 $1.428 $+105 $1.323 $+101 $1.222 $+1.222 $
CITIGROUP INCC2.691 $+268 $2.423 $+1.756 $667 $-1.959 $2.626 $+2.626 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.647 $+86 $2.561 $+342 $2.219 $+2.219 $
ISHARES GOLD TRUSTIAU1.817 $+483 $1.334 $+727 $607 $+59 $548 $+548 $
ORACLE CORPORCL1.179 $-122 $1.301 $+788 $513 $+513 $
abrdn Gold ETF TrustSGOL1.211 $+551 $660 $+112 $548 $-61 $609 $+609 $
Fidelity Ethereum FundFETH1.068 $+1.068 $
BERKSHIRE HATHAWAY INCBRK-B1.047 $+334 $713 $+299 $414 $+10 $404 $+404 $
GOLDMAN SACHS GROUP INCGS989 $+49 $940 $+520 $420 $+95 $325 $+325 $
Walmart Inc.WMT914 $+162 $752 $+14 $738 $+125 $613 $+613 $
Rocket Lab CorpRKLB858 $+858 $
JPMORGAN CHASE & COJPM748 $+115 $633 $+62 $571 $+192 $379 $+379 $
PROCTER & GAMBLE CoPG518 $+22 $496 $-91 $587 $-156 $743 $+743 $
VICTORY CAPITAL MANAGEMENT INC727 $+18 $709 $+128 $581 $-16 $597 $+597 $
AUTOZONE INCAZO516 $-136 $652 $+80 $572 $-15 $587 $+587 $
BANK OF MONTREAL /CAN/BMO584 $+584 $
Mastercard IncMA552 $+19 $533 $+1 $532 $+45 $487 $+487 $
NETFLIX INCNFLX539 $+176 $363 $+23 $340 $+131 $209 $+209 $
VanEck Bitcoin ETFHODL411 $-116 $527 $+28 $499 $+118 $381 $+381 $
PALATIN TECHNOLOGIES INCPTNT491 $+491 $
ELI LILLY & CoLLY457 $+457 $
ADVANCED MICRO DEVICES INCAMD440 $+440 $
JOHNSON & JOHNSONJNJ423 $+94 $329 $+60 $269 $+4 $265 $+265 $
EXXON MOBIL CORPXOM413 $+104 $309 $+16 $293 $-39 $332 $+332 $
AbbVie Inc.ABBV395 $+62 $333 $+65 $268 $-42 $310 $+310 $
LOCKHEED MARTIN CORPLMT353 $+61 $292 $+55 $237 $+12 $225 $+225 $
Walt Disney CoDIS350 $+92 $258 $-18 $276 $+65 $211 $+211 $
CUMMINS INCCMI334 $+50 $284 $+71 $213 $+8 $205 $+205 $
RAYMOND JAMES FINANCIAL INCRJF308 $+5 $303 $+303 $
AMERICAN EXPRESS COAXP293 $+65 $228 $+17 $211 $-35 $246 $+246 $
COMCAST CORPCMCSA212 $-45 $257 $-5 $262 $+262 $
REGIONS FINANCIAL CORPRF259 $+259 $
GENERAL ELECTRIC COGE226 $+226 $
CATERPILLAR INCCAT221 $+221 $
34.625.128 $+1.686.631 $32.938.709 $+2.564.136 $30.374.573 $+3.401.961 $26.974.165 $+26.974.165 $
Erweiterte Einstellungen ×