Investments: Nova R Wealth, Inc.

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. ($)
220.677.113 $+30.063.520 $191.138.667 $+11.194.485 $181.274.294 $+10.636.255 $171.152.492 $+171.152.492 $
BANK OF AMERICA CORP /DE/BAC166.411.064 $+15.983.339 $150.427.725 $+22.488.643 $127.939.082 $+9.353.312 $118.585.770 $+118.585.770 $
INTUITIVE SURGICAL INCISRG11.503.404 $+2.175.760 $9.327.644 $-2.253.554 $11.581.198 $+880.850 $10.700.348 $+10.700.348 $
APPFOLIO INCAPPF6.962.511 $+5.639.726 $1.322.785 $-5.479.102 $6.801.887 $-774.006 $7.575.893 $+7.575.893 $
BERKSHIRE HATHAWAY INCBRK-B5.280.110 $-42.793 $5.322.903 $+211.308 $5.111.595 $-525.586 $5.637.181 $+5.637.181 $
BlackRock, Inc.BLK4.176.034 $-142.923 $4.318.957 $+376.188 $3.942.769 $+497.039 $3.445.730 $+3.445.730 $
AMAZON COM INCAMZN3.630.616 $+3.007.211 $623.405 $-3.411.428 $4.034.833 $+488.380 $3.546.453 $+3.546.453 $
AMGEN INCAMGN2.300.622 $+1.737.035 $563.587 $-1.425.869 $1.989.456 $-1.787.286 $3.776.742 $+3.776.742 $
CITIGROUP INCC3.471.546 $+309.344 $3.162.202 $-315.529 $3.477.731 $-207.576 $3.685.307 $+3.685.307 $
GARMIN LTDGRMN2.373.468 $-502.887 $2.876.355 $+445.788 $2.430.567 $-91.534 $2.522.101 $+2.522.101 $
NVIDIA CORPNVDA2.326.463 $+99.338 $2.227.125 $+421.594 $1.805.531 $+570.949 $1.234.582 $+1.234.582 $
Walmart Inc.WMT2.285.518 $+1.857.431 $428.087 $-1.717.181 $2.145.268 $+225.818 $1.919.450 $+1.919.450 $
MICROSOFT CORPMSFT1.600.964 $-399.895 $2.000.859 $+211.911 $1.788.948 $+403.629 $1.385.319 $+1.385.319 $
NEXTERA ENERGY INCNEE1.468.506 $+88.310 $1.380.196 $+121.339 $1.258.857 $-26.546 $1.285.403 $+1.285.403 $
ALPHA PRO TECH LTDAPT1.390.604 $+377.058 $1.013.546 $+324.574 $688.972 $+69.688 $619.284 $+619.284 $
Aptiv PLCAPTV944.348 $-130.465 $1.074.813 $+1.074.813 $
Mastercard IncMA862.640 $-90.172 $952.812 $+49.740 $903.072 $+2.782 $900.290 $+900.290 $
JOHNSON & JOHNSONJNJ862.228 $+862.228 $
CHEVRON CORPCVX697.478 $-7.366 $704.844 $-5.456 $710.300 $-43.477 $753.777 $+753.777 $
JPMORGAN CHASE & COJPM544.097 $+19.731 $524.366 $+100.722 $423.644 $+5.362 $418.282 $+418.282 $
EXXON MOBIL CORPXOM364.301 $+49.575 $314.726 $-81.191 $395.917 $+17.855 $378.062 $+378.062 $
MCDONALDS CORPMCD316.060 $+82.774 $233.286 $-104.925 $338.211 $-53.709 $391.920 $+391.920 $
SCHWAB CHARLES CORPSCHW389.849 $+9.974 $379.875 $+20.754 $359.121 $+51.011 $308.110 $+308.110 $
NOVAGOLD RESOURCES INCNG364.063 $+20.313 $343.750 $+183.984 $159.766 $+159.766 $
Eaton Corp plcETN245.641 $-108.733 $354.374 $+19.069 $335.305 $+80.169 $255.136 $+255.136 $
Strategy IncMSTR276.870 $-76.165 $353.035 $+101.274 $251.761 $+251.761 $
CATERPILLAR INCCAT334.019 $+107.774 $226.245 $+226.245 $
CDW CorpCDW288.569 $+288.569 $
PROCTER & GAMBLE CoPG204.573 $-56.285 $260.858 $+4.645 $256.213 $-30.045 $286.258 $+286.258 $
MPLX LPMPLX241.639 $-27.699 $269.338 $+269.338 $
COCA COLA COKO247.103 $-15.590 $262.693 $-2.325 $265.018 $+265.018 $
SOUTHERN COSO228.614 $-19.654 $248.268 $+7.877 $240.391 $-133 $240.524 $+240.524 $
ORACLE CORPORCL227.346 $+17.526 $209.820 $+209.820 $
Zoetis Inc.ZTS225.884 $+225.884 $
220.677.113 $+30.063.520 $191.138.667 $+11.194.485 $181.274.294 $+10.636.255 $171.152.492 $+171.152.492 $
Erweiterte Einstellungen ×