Investments: REDW Wealth 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. ($)
158.664.872 $-2.302.904 $161.402.719 $+8.463.978 $153.376.411 $-4.119.226 $157.495.637 $+157.495.637 $
BANK OF AMERICA CORP /DE/BAC128.172.654 $-5.984.899 $134.157.553 $+4.499.631 $129.657.922 $-5.651.948 $135.309.870 $+135.309.870 $
BlackRock, Inc.BLK11.392.399 $+424.982 $10.967.417 $+610.106 $10.357.311 $+272.827 $10.084.484 $+10.084.484 $
APPFOLIO INCAPPF3.671.142 $+283.436 $3.387.706 $+496.863 $2.890.843 $-200.654 $3.091.497 $+3.091.497 $
VICTORY CAPITAL MANAGEMENT INC3.217.969 $+1.611.988 $1.605.981 $+1.153.886 $452.095 $+41.627 $410.468 $+410.468 $
MICROSOFT CORPMSFT1.548.948 $-167.792 $1.716.740 $+156.762 $1.559.978 $+353.513 $1.206.465 $+1.206.465 $
ALPHA PRO TECH LTDAPT1.611.684 $+318.372 $1.293.312 $+407.956 $885.356 $+116.915 $768.441 $+768.441 $
BERKSHIRE HATHAWAY INCBRK-B1.396.362 $+14.330 $1.382.032 $-33.502 $1.415.534 $-86.874 $1.502.408 $+1.502.408 $
CATERPILLAR INCCAT1.338.797 $+185.048 $1.153.749 $+215.057 $938.692 $+141.236 $797.456 $+797.456 $
MORGAN STANLEYMS1.334.757 $+633.051 $701.706 $+701.706 $
AMAZON COM INCAMZN1.200.726 $+66.647 $1.134.079 $-9.820 $1.143.899 $+22.126 $1.121.773 $+1.121.773 $
NVIDIA CORPNVDA764.091 $+116.472 $647.619 $+161.326 $486.293 $+158.227 $328.066 $+328.066 $
Walmart Inc.WMT725.502 $-10.140 $735.642 $+31.039 $704.603 $+78.924 $625.679 $+625.679 $
PROCTER & GAMBLE CoPG323.307 $-37.463 $360.770 $-17.615 $378.385 $-35.906 $414.291 $+414.291 $
EXXON MOBIL CORPXOM332.860 $-25.347 $358.207 $+11.015 $347.192 $-30.375 $377.567 $+377.567 $
SPS COMMERCE INCSPSC276.228 $-31.964 $308.192 $+71.644 $236.548 $+36.291 $200.257 $+200.257 $
DEERE & CODE280.273 $+4.545 $275.728 $-30.891 $306.619 $+24.070 $282.549 $+282.549 $
DELTA AIR LINES, INC.DAL303.139 $+55.822 $247.317 $+32.991 $214.326 $+214.326 $
AbbVie Inc.ABBV301.835 $+601 $301.234 $+55.102 $246.132 $-26.034 $272.166 $+272.166 $
ORACLE CORPORCL218.242 $-78.876 $297.118 $+25.467 $271.651 $+271.651 $
ELI LILLY & CoLLY269.722 $+269.722 $
CHEVRON CORPCVX202.477 $-30.315 $232.792 $+22.502 $210.290 $-31.139 $241.429 $+241.429 $
SANDSTORM GOLD LTDSAND235.461 $+46.341 $189.120 $+189.120 $
JPMORGAN CHASE & COJPM216.701 $+7.096 $209.605 $+209.605 $
NETFLIX INCNFLX202.209 $+202.209 $
158.664.872 $-2.302.904 $161.402.719 $+8.463.978 $153.376.411 $-4.119.226 $157.495.637 $+157.495.637 $
Erweiterte Einstellungen ×