Investments: Fidato 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. ($)
13.908.118 $-134.289 $14.042.407 $-2.894.325 $12.544.061 $-414.299 $19.052.379 $+19.052.379 $
BANK OF AMERICA CORP /DE/BAC10.439.239 $-595.114 $11.034.353 $+410.882 $10.623.471 $-385.817 $11.009.288 $+11.009.288 $
APPFOLIO INCAPPF220.530 $+14.018 $206.512 $-1.901.955 $2.108.467 $+2.108.467 $
SHERWIN WILLIAMS COSHW1.782.039 $-115.900 $1.897.939 $-22.651 $1.920.590 $-28.482 $1.949.072 $+1.949.072 $
MICROSOFT CORPMSFT261.638 $-21.163 $282.801 $-1.453.378 $1.736.179 $+1.736.179 $
AMAZON COM INCAMZN627.369 $+627.369 $
BERKSHIRE HATHAWAY INCBRK-B252.330 $-62.888 $315.218 $-232.807 $548.025 $+548.025 $
NVIDIA CORPNVDA497.313 $+497.313 $
ALPHA PRO TECH LTDAPT462.838 $+462.838 $
NEXTERA ENERGY INCNEE324.973 $+19.389 $305.584 $+305.584 $
JPMORGAN CHASE & COJPM281.850 $+281.850 $
LOCKHEED MARTIN CORPLMT231.396 $+231.396 $
ELI LILLY & CoLLY227.951 $+227.951 $
13.908.118 $-134.289 $14.042.407 $-2.894.325 $12.544.061 $-414.299 $19.052.379 $+19.052.379 $
Erweiterte Einstellungen ×