Investments: TPG Financial Advisors, 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. ($)
233.821.964 $+26.534.211 $207.294.886 $+13.316.519 $194.004.952 $+12.895.212 $181.528.860 $+181.528.860 $
BANK OF AMERICA CORP /DE/BAC188.576.769 $+22.253.888 $166.322.881 $+9.949.436 $156.373.445 $+6.990.916 $149.382.529 $+149.382.529 $
BlackRock, Inc.BLK26.439.468 $+3.120.940 $23.318.528 $+1.400.451 $21.918.077 $+4.229.653 $17.688.424 $+17.688.424 $
APPFOLIO INCAPPF6.834.832 $-539.253 $7.374.085 $+1.370.195 $6.003.890 $-517.625 $6.521.515 $+6.521.515 $
FIRST TRUST ADVISORS LP4.592.087 $+182.264 $4.409.823 $+376.430 $4.033.393 $+638.758 $3.394.635 $+3.394.635 $
Nu Holdings Ltd.NU1.353.128 $-140.669 $1.493.797 $-82.782 $1.576.579 $+399.890 $1.176.689 $+1.176.689 $
MICROSOFT CORPMSFT1.247.256 $-6.183 $1.253.439 $+18.867 $1.234.572 $+314.866 $919.706 $+919.706 $
NVIDIA CORPNVDA988.637 $+92.307 $896.330 $+137.346 $758.984 $+236.809 $522.175 $+522.175 $
ALPHA PRO TECH LTDAPT819.747 $+263.777 $555.970 $+152.932 $403.038 $+63.603 $339.435 $+339.435 $
AMAZON COM INCAMZN744.164 $+96.432 $647.732 $-15.923 $663.655 $-10.626 $674.281 $+674.281 $
NICOLET BANKSHARES INCNIC618.688 $+363.058 $255.630 $+7.132 $248.498 $+28.222 $220.276 $+220.276 $
JPMORGAN CHASE & COJPM387.953 $+40.980 $346.973 $+28.072 $318.901 $+48.826 $270.075 $+270.075 $
RAYMOND JAMES FINANCIAL INCRJF242.280 $+242.280 $
Trane Technologies plcTT210.558 $-19.082 $229.640 $+229.640 $
ELI LILLY & CoLLY227.832 $+227.832 $
BERKSHIRE HATHAWAY INCBRK-B225.690 $+16.550 $209.140 $-6.555 $215.695 $+215.695 $
Mastercard IncMA216.934 $+216.934 $
CHEVRON CORPCVX213.526 $+10.101 $203.425 $+203.425 $
CITIGROUP INCC203.974 $+203.974 $
FORD MOTOR COF131.279 $+131.279 $
233.821.964 $+26.534.211 $207.294.886 $+13.316.519 $194.004.952 $+12.895.212 $181.528.860 $+181.528.860 $
Erweiterte Einstellungen ×