Investments: Curtis Advisory Group, 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. ($)
395.933.983 $+27.055.815 $368.878.168 $+40.148.948 $328.729.220 $+64.996.683 $263.732.537 $+263.732.537 $
BANK OF AMERICA CORP /DE/BAC283.103.679 $+12.030.595 $271.073.084 $+16.025.492 $255.047.592 $+41.120.564 $213.927.028 $+213.927.028 $
NVIDIA CORPNVDA52.421.257 $+506.288 $51.914.969 $+14.324.872 $37.590.097 $+11.705.265 $25.884.832 $+25.884.832 $
AMAZON COM INCAMZN23.833.781 $+2.145.315 $21.688.466 $+6.622.516 $15.065.950 $+7.584.546 $7.481.404 $+7.481.404 $
BERKSHIRE HATHAWAY INCBRK-B6.152.939 $-11.156 $6.164.095 $+348.942 $5.815.153 $+4.173 $5.810.980 $+5.810.980 $
MICROSOFT CORPMSFT4.759.464 $+2.261.855 $2.497.609 $+388.740 $2.108.869 $+487.456 $1.621.413 $+1.621.413 $
ALPHA PRO TECH LTDAPT4.623.843 $+1.007.856 $3.615.987 $+1.125.077 $2.490.910 $+956.419 $1.534.491 $+1.534.491 $
APPFOLIO INCAPPF3.735.900 $+208.001 $3.527.899 $+949.733 $2.578.166 $-205.123 $2.783.289 $+2.783.289 $
BlackRock, Inc.BLK2.417.132 $-164.534 $2.581.666 $+84.775 $2.496.891 $-664.870 $3.161.761 $+3.161.761 $
NETFLIX INCNFLX2.341.187 $+1.606.249 $734.938 $-57.827 $792.765 $+792.765 $
JPMORGAN CHASE & COJPM2.287.762 $+1.089.128 $1.198.634 $+96.976 $1.101.658 $+660.118 $441.540 $+441.540 $
AMGEN INCAMGN1.669.281 $+1.669.281 $
EXXON MOBIL CORPXOM1.568.030 $+1.568.030 $
CHEVRON CORPCVX1.380.835 $+1.380.835 $
ORACLE CORPORCL1.149.969 $+896.853 $253.116 $+49.790 $203.326 $+203.326 $
LOCKHEED MARTIN CORPLMT914.136 $-29.371 $943.507 $+68.172 $875.335 $+455.428 $419.907 $+419.907 $
Walmart Inc.WMT861.756 $+257.412 $604.344 $+30.962 $573.382 $+573.382 $
MORGAN STANLEYMS849.089 $+20.743 $828.346 $+57.644 $770.702 $+386.907 $383.795 $+383.795 $
PALATIN TECHNOLOGIES INCPTNT533.250 $+533.250 $
3M COMMM496.310 $+15.252 $481.058 $+9.114 $471.944 $+471.944 $
COCA COLA COKO433.442 $+22.258 $411.184 $-27.466 $438.650 $+438.650 $
abrdn Gold ETF TrustSGOL400.941 $+41.675 $359.266 $+51.436 $307.830 $+25.733 $282.097 $+282.097 $
395.933.983 $+27.055.815 $368.878.168 $+40.148.948 $328.729.220 $+64.996.683 $263.732.537 $+263.732.537 $
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