Investments: Peterson Wealth 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. ($)
603.885.016 $+64.677.150 $539.207.866 $+51.664.634 $487.543.232 $+65.624.872 $421.918.360 $+421.918.360 $
BANK OF AMERICA CORP /DE/BAC584.315.099 $+62.930.082 $521.385.017 $+49.294.826 $472.090.191 $+63.287.324 $408.802.867 $+408.802.867 $
APPFOLIO INCAPPF3.588.762 $+291.637 $3.297.125 $+748.110 $2.549.015 $+301.554 $2.247.461 $+2.247.461 $
EXXON MOBIL CORPXOM2.722.202 $+145.803 $2.576.399 $+152.167 $2.424.232 $+110.300 $2.313.932 $+2.313.932 $
MICROSOFT CORPMSFT2.225.741 $-93.223 $2.318.964 $+137.596 $2.181.368 $+612.474 $1.568.894 $+1.568.894 $
BlackRock, Inc.BLK2.183.952 $+128.140 $2.055.812 $+129.532 $1.926.280 $+236.231 $1.690.049 $+1.690.049 $
Walmart Inc.WMT1.101.123 $+104.615 $996.508 $+62.906 $933.602 $+133.141 $800.461 $+800.461 $
JPMORGAN CHASE & COJPM687.945 $-320.004 $1.007.949 $+212.420 $795.529 $+159.241 $636.288 $+636.288 $
AbbVie Inc.ABBV978.255 $-12.871 $991.126 $+202.200 $788.926 $-3.815 $792.741 $+792.741 $
ELI LILLY & CoLLY929.790 $+217.441 $712.349 $+58.453 $653.896 $+71.765 $582.131 $+582.131 $
NVIDIA CORPNVDA661.061 $+34.197 $626.864 $+73.346 $553.518 $+207.238 $346.280 $+346.280 $
CITIGROUP INCC567.841 $-64.984 $632.825 $+27.068 $605.757 $+5.669 $600.088 $+600.088 $
CATERPILLAR INCCAT542.455 $+133.722 $408.733 $+79.079 $329.654 $+116.763 $212.891 $+212.891 $
AMAZON COM INCAMZN523.269 $+48.660 $474.609 $+35.390 $439.219 $+88.348 $350.871 $+350.871 $
BERKSHIRE HATHAWAY INCBRK-B511.195 $-2.156 $513.351 $+24.666 $488.685 $-21.310 $509.995 $+509.995 $
Eaton Corp plcETN329.658 $-58.716 $388.374 $+18.889 $369.485 $+108.199 $261.286 $+261.286 $
MORGAN STANLEYMS363.708 $-5.310 $369.018 $+160.291 $208.727 $+6.602 $202.125 $+202.125 $
ALPHA PRO TECH LTDAPT339.819 $+121.013 $218.806 $+218.806 $
RTX CorpRTX324.801 $+324.801 $
INTEL CORPINTC265.816 $+31.779 $234.037 $+28.889 $205.148 $+205.148 $
JOHNSON & JOHNSONJNJ253.763 $+253.763 $
MCDONALDS CORPMCD251.110 $+251.110 $
PEPSICO INCPEP217.651 $+217.651 $
603.885.016 $+64.677.150 $539.207.866 $+51.664.634 $487.543.232 $+65.624.872 $421.918.360 $+421.918.360 $
Erweiterte Einstellungen ×