Investments: Legacy Financial Strategies, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
454.355.372 $-25.092.995 $481.431.263 $+481.431.263 $
BANK OF AMERICA CORP /DE/BAC351.350.930 $-24.084.660 $375.435.590 $+375.435.590 $
NVIDIA CORPNVDA9.965.041 $+252.588 $9.712.453 $+9.712.453 $
APPFOLIO INCAPPF8.723.040 $+606.050 $8.116.990 $+8.116.990 $
BlackRock, Inc.BLK8.340.870 $+274.212 $8.066.658 $+8.066.658 $
MICROSOFT CORPMSFT4.817.560 $-302.878 $5.120.438 $+5.120.438 $
BERKSHIRE HATHAWAY INCBRK-B4.999.357 $-89.880 $5.089.237 $+5.089.237 $
AFLAC INCAFL3.742.374 $-356.634 $4.099.008 $+4.099.008 $
Walmart Inc.WMT4.036.958 $-20.864 $4.057.822 $+4.057.822 $
CINTAS CORPCTAS3.460.636 $-547.429 $4.008.065 $+4.008.065 $
SHERWIN WILLIAMS COSHW3.269.770 $-531.729 $3.801.499 $+3.801.499 $
ATMOS ENERGY CORPATO3.371.989 $-379.341 $3.751.330 $+3.751.330 $
LINDE PLCLIN2.917.536 $-700.882 $3.618.418 $+3.618.418 $
ALPHA PRO TECH LTDAPT3.484.702 $+890.026 $2.594.676 $+2.594.676 $
NEXTERA ENERGY INCNEE3.293.309 $-111.599 $3.404.908 $+3.404.908 $
BROWN & BROWN, INC.BRO2.726.672 $-648.258 $3.374.930 $+3.374.930 $
FASTENAL COFAST2.397.254 $-922.671 $3.319.925 $+3.319.925 $
AMAZON COM INCAMZN3.187.163 $+261.393 $2.925.770 $+2.925.770 $
SMITH A O CORPAOS2.538.769 $-587.334 $3.126.103 $+3.126.103 $
ROPER TECHNOLOGIES INCROP2.506.525 $-606.988 $3.113.513 $+3.113.513 $
NORDSON CORPNDSN2.723.376 $-127.096 $2.850.472 $+2.850.472 $
MCCORMICK & CO INCMKC2.211.508 $-408.360 $2.619.868 $+2.619.868 $
Archer-Daniels-Midland CoADM2.061.131 $-355.531 $2.416.662 $+2.416.662 $
PALATIN TECHNOLOGIES INCPTNT2.324.259 $+46.563 $2.277.696 $+2.277.696 $
CATERPILLAR INCCAT2.062.097 $+461.772 $1.600.325 $+1.600.325 $
JPMORGAN CHASE & COJPM1.836.282 $+62.667 $1.773.615 $+1.773.615 $
PRICE T ROWE GROUP INCTROW1.799.161 $+1.514.190 $284.971 $+284.971 $
FACTSET RESEARCH SYSTEMS INCFDS1.597.776 $+1.597.776 $
AbbVie Inc.ABBV1.347.362 $-124.972 $1.472.334 $+1.472.334 $
ELI LILLY & CoLLY820.400 $+243.961 $576.439 $+576.439 $
AMERICAN EXPRESS COAXP700.335 $+105.751 $594.584 $+594.584 $
JOHNSON & JOHNSONJNJ625.561 $+93.860 $531.701 $+531.701 $
SOUTHERN COSO529.314 $-64.620 $593.934 $+593.934 $
ADVANCED MICRO DEVICES INCAMD567.738 $+150.482 $417.256 $+417.256 $
SPS COMMERCE INCSPSC500.540 $+125.519 $375.021 $+375.021 $
Palo Alto Networks IncPANW446.317 $-44.407 $490.724 $+490.724 $
MCDONALDS CORPMCD431.443 $+221.633 $209.810 $+209.810 $
ORACLE CORPORCL385.120 $+385.120 $
AT&T INC.T325.577 $-59.475 $385.052 $+385.052 $
NETFLIX INCNFLX313.533 $-59.331 $372.864 $+372.864 $
Mastercard IncMA326.555 $+13.751 $312.804 $+312.804 $
MICRON TECHNOLOGY INCMU313.436 $+313.436 $
CHEVRON CORPCVX279.609 $-26.248 $305.857 $+305.857 $
PROCTER & GAMBLE CoPG269.048 $-36.774 $305.822 $+305.822 $
ASML HOLDING NVASML300.631 $+66.353 $234.278 $+234.278 $
Eaton Corp plcETN242.068 $-52.093 $294.161 $+294.161 $
COCA COLA COKO287.619 $+36.110 $251.509 $+251.509 $
DEERE & CODE264.445 $-2.596 $267.041 $+267.041 $
EXXON MOBIL CORPXOM250.172 $+25.926 $224.246 $+224.246 $
CONOCOPHILLIPSCOP229.485 $-17.915 $247.400 $+247.400 $
GENERAL ELECTRIC COGE219.948 $+14.173 $205.775 $+205.775 $
KROGER COKR203.872 $-14.941 $218.813 $+218.813 $
GOLDMAN SACHS GROUP INCGS207.546 $+207.546 $
KLA CORPKLAC204.549 $+204.549 $
454.355.372 $-25.092.995 $481.431.263 $+481.431.263 $
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