Investments: Landmark Wealth Management, 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. ($)
150.441.128 $-3 $150.441.131 $+150.299.730 $141.898 $+4.237 $137.661 $+137.661 $
BANK OF AMERICA CORP /DE/BAC140.144.565 $+1.063.663 $139.080.902 $+138.949.767 $131.135 $+2.060 $129.075 $+129.075 $
APPFOLIO INCAPPF2.632.269 $+32.496 $2.599.773 $+2.597.657 $2.116 $-173 $2.289 $+2.289 $
ORACLE CORPORCL433.695 $-1.446.143 $1.879.838 $+1.878.370 $1.468 $+528 $940 $+940 $
MORGAN STANLEYMS1.693.191 $+18.641 $1.674.550 $+1.673.030 $1.520 $-48 $1.568 $+1.568 $
ALPHA PRO TECH LTDAPT754.646 $+335.640 $419.006 $+418.687 $319 $+39 $280 $+280 $
NVIDIA CORPNVDA653.878 $-17.046 $670.924 $+670.327 $597 $+168 $429 $+429 $
JPMORGAN CHASE & COJPM646.839 $+31.596 $615.243 $+614.789 $454 $+454 $
AMAZON COM INCAMZN624.368 $+30.431 $593.937 $+593.329 $608 $+81 $527 $+527 $
MICROSOFT CORPMSFT566.574 $-41.934 $608.508 $+607.915 $593 $+133 $460 $+460 $
BlackRock, Inc.BLK392.861 $-19.433 $412.294 $+411.911 $383 $-10 $393 $+393 $
CONSOLIDATED EDISON INCED377.475 $-4.560 $382.035 $+381.651 $384 $-39 $423 $+423 $
VICTORY CAPITAL MANAGEMENT INC362.695 $-2.947 $365.642 $+365.278 $364 $+36 $328 $+328 $
EXXON MOBIL CORPXOM340.683 $+21.488 $319.195 $+318.890 $305 $-37 $342 $+342 $
BERKSHIRE HATHAWAY INCBRK-B313.654 $-56 $313.710 $+313.407 $303 $-29 $332 $+332 $
Mastercard IncMA286.011 $+1.037 $284.974 $+284.692 $282 $+7 $275 $+275 $
Advisory Services Network, LLC217.724 $-2.876 $220.600 $+220.030 $570 $+570 $
GOLDMAN SACHS GROUP INCGS497 $+497 $
150.441.128 $-3 $150.441.131 $+150.299.730 $141.898 $+4.237 $137.661 $+137.661 $
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