Investments: Orgel Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.707.962.519 $+117.414.898 $3.590.547.621 $+199.243.338 $3.391.292.529 $+340.244.051 $3.051.736.638 $+3.051.736.638 $
BANK OF AMERICA CORP /DE/BAC3.335.394.543 $+109.363.674 $3.226.030.869 $+186.982.818 $3.039.048.051 $+419.738.562 $2.619.309.489 $+2.619.309.489 $
BlackRock, Inc.BLK356.543.499 $+5.990.982 $350.552.517 $+11.084.720 $339.467.797 $-84.698.450 $424.166.247 $+424.166.247 $
GOLDMAN SACHS GROUP INCGS5.024.622 $+102.278 $4.922.344 $+284.302 $4.638.042 $+3.903.897 $734.145 $+734.145 $
MICROSOFT CORPMSFT2.513.374 $-26.135 $2.539.509 $+97.723 $2.441.786 $+534.054 $1.907.732 $+1.907.732 $
APPFOLIO INCAPPF2.145.791 $+304.306 $1.841.485 $+357.695 $1.483.790 $-175.966 $1.659.756 $+1.659.756 $
SPS COMMERCE INCSPSC1.324.022 $+136.441 $1.187.581 $+192.654 $994.927 $+54.474 $940.453 $+940.453 $
FASTENAL COFAST1.319.876 $+1.319.876 $
AMAZON COM INCAMZN659.915 $+108.794 $551.121 $+452 $550.669 $+73.116 $477.553 $+477.553 $
FirstService CorpFSV445.594 $-100.160 $545.754 $+45.467 $500.287 $+24.840 $475.447 $+475.447 $
Mastercard IncMA477.256 $+21.639 $455.617 $+5.503 $450.114 $+11.069 $439.045 $+439.045 $
CINTAS CORPCTAS376.140 $-34.380 $410.520 $-35.220 $445.740 $+34.680 $411.060 $+411.060 $
JPMORGAN CHASE & COJPM410.187 $+58.482 $351.705 $+25.266 $326.439 $+52.929 $273.510 $+273.510 $
CATERPILLAR INCCAT344.295 $+102.857 $241.438 $+241.438 $
JOHNSON & JOHNSONJNJ273.588 $+28.462 $245.126 $-30.894 $276.020 $+276.020 $
UNITEDHEALTH GROUP INCUNH259.257 $+259.257 $
NASDAQ, INC.NDAQ254.772 $+33.204 $221.568 $-2.430 $223.998 $+223.998 $
BERKSHIRE HATHAWAY INCBRK-B239.765 $-42 $239.807 $+8.094 $231.713 $-22.328 $254.041 $+254.041 $
PEPSICO INCPEP215.280 $+4.620 $210.660 $-14.250 $224.910 $+224.910 $
Walt Disney CoDIS213.156 $+213.156 $
PROCTER & GAMBLE CoPG203.993 $+203.993 $
3.707.962.519 $+117.414.898 $3.590.547.621 $+199.243.338 $3.391.292.529 $+340.244.051 $3.051.736.638 $+3.051.736.638 $
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