Investments: Milestones Private Investment Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
130.768.745 $-169.862 $130.938.607 $+130.938.607 $
BANK OF AMERICA CORP /DE/BAC107.951.002 $-365.560 $108.316.562 $+108.316.562 $
APPFOLIO INCAPPF3.784.317 $+213.419 $3.570.898 $+3.570.898 $
MICROSOFT CORPMSFT2.942.472 $-176.763 $3.119.235 $+3.119.235 $
SPS COMMERCE INCSPSC2.199.917 $+218.883 $1.981.034 $+1.981.034 $
BlackRock, Inc.BLK1.840.670 $-53.278 $1.893.948 $+1.893.948 $
NVIDIA CORPNVDA1.386.528 $+25.547 $1.360.981 $+1.360.981 $
PAYCHEX INCPAYX916.535 $-119.369 $1.035.904 $+1.035.904 $
AMGEN INCAMGN1.022.516 $+140.923 $881.593 $+881.593 $
ALPHA PRO TECH LTDAPT989.760 $+221.242 $768.518 $+768.518 $
ORACLE CORPORCL663.669 $-293.953 $957.622 $+957.622 $
JPMORGAN CHASE & COJPM912.205 $+19.223 $892.982 $+892.982 $
Walmart Inc.WMT768.618 $+57.607 $711.011 $+711.011 $
PROCTER & GAMBLE CoPG679.352 $-69.571 $748.923 $+748.923 $
STRYKER CORPSYK542.670 $-28.100 $570.770 $+570.770 $
NEXTERA ENERGY INCNEE542.910 $+33.465 $509.445 $+509.445 $
AMAZON COM INCAMZN503.880 $-28.138 $532.018 $+532.018 $
CATERPILLAR INCCAT486.940 $+81.362 $405.578 $+405.578 $
JOHNSON & JOHNSONJNJ410.175 $+24.501 $385.674 $+385.674 $
AT&T INC.T348.671 $-47.115 $395.786 $+395.786 $
CITIGROUP INCC354.728 $-32.972 $387.700 $+387.700 $
AbbVie Inc.ABBV294.981 $-3.937 $298.918 $+298.918 $
GENERAL ELECTRIC COGE294.477 $+16.820 $277.657 $+277.657 $
CHEVRON CORPCVX249.495 $-4.715 $254.210 $+254.210 $
COMCAST CORPCMCSA236.310 $-11.782 $248.092 $+248.092 $
CONOCOPHILLIPSCOP226.723 $-1.333 $228.056 $+228.056 $
EXXON MOBIL CORPXOM219.224 $+13.732 $205.492 $+205.492 $
130.768.745 $-169.862 $130.938.607 $+130.938.607 $
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