Investments: Colorado Capital Management, 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. ($)
150.586 $+6.199 $144.387 $+17.892 $126.495 $+13.016 $116.501 $+116.501 $
BANK OF AMERICA CORP /DE/BAC104.359 $+4.148 $100.211 $+8.453 $91.758 $+8.928 $82.830 $+82.830 $
ALPHA PRO TECH LTDAPT10.839 $+2.280 $8.559 $+6.763 $1.796 $+269 $1.527 $+1.527 $
APPFOLIO INCAPPF9.169 $+341 $8.828 $+1.608 $7.220 $-614 $7.834 $+7.834 $
CITIGROUP INCC7.231 $-381 $7.612 $+171 $7.441 $+2.801 $4.640 $+4.640 $
MORGAN STANLEYMS6.430 $-172 $6.602 $+95 $6.507 $+358 $6.149 $+6.149 $
Asset Dedication, LLC3.022 $+3.022 $
BlackRock, Inc.BLK2.584 $-175 $2.759 $+120 $2.639 $+107 $2.532 $+2.532 $
BERKSHIRE HATHAWAY INCBRK-B1.502 $-67 $1.569 $+49 $1.520 $-141 $1.661 $+1.661 $
MICROSOFT CORPMSFT1.274 $-221 $1.495 $+83 $1.412 $+429 $983 $+983 $
AMAZON COM INCAMZN1.375 $+25 $1.350 $-37 $1.387 $+311 $1.076 $+1.076 $
PROCTER & GAMBLE CoPG1.103 $+146 $957 $-35 $992 $-69 $1.061 $+1.061 $
NVIDIA CORPNVDA979 $+11 $968 $+133 $835 $+209 $626 $+626 $
EXXON MOBIL CORPXOM719 $+130 $589 $+191 $398 $-36 $434 $+434 $
PFIZER INCPFE592 $+20 $572 $+27 $545 $-24 $569 $+569 $
JOHNSON & JOHNSONJNJ490 $+78 $412 $+71 $341 $-27 $368 $+368 $
JPMORGAN CHASE & COJPM406 $+14 $392 $+191 $201 $+201 $
NETFLIX INCNFLX251 $-70 $321 $-39 $360 $+91 $269 $+269 $
CATERPILLAR INCCAT336 $+56 $280 $+52 $228 $+10 $218 $+218 $
Walmart Inc.WMT302 $+23 $279 $+14 $265 $+27 $238 $+238 $
Constellation Energy CorpCEG265 $+18 $247 $+25 $222 $+222 $
AbbVie Inc.ABBV184 $-21 $205 $-4 $209 $-27 $236 $+236 $
Accenture plcACN196 $+16 $180 $-39 $219 $-9 $228 $+228 $
150.586 $+6.199 $144.387 $+17.892 $126.495 $+13.016 $116.501 $+116.501 $
Erweiterte Einstellungen ×