Investments: Strategic Family Wealth Counselors, L.L.C.

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. ($)
357.448.224 $+50.247.594 $308.162.957 $+308.162.957 $
BANK OF AMERICA CORP /DE/BAC252.401.085 $+25.040.953 $227.360.132 $+227.360.132 $
Roblox CorpRBLX20.622.494 $-15.590.236 $36.212.730 $+36.212.730 $
NVIDIA CORPNVDA11.998.641 $+5.313.393 $6.685.248 $+6.685.248 $
APPFOLIO INCAPPF10.809.299 $+3.351.767 $7.457.532 $+7.457.532 $
MICROSOFT CORPMSFT7.970.333 $+3.491.590 $4.478.743 $+4.478.743 $
ALPHA PRO TECH LTDAPT6.136.980 $+4.889.377 $1.247.603 $+1.247.603 $
BlackRock, Inc.BLK4.780.659 $+143.299 $4.637.360 $+4.637.360 $
PFIZER INCPFE4.651.122 $+179.560 $4.471.562 $+4.471.562 $
AMAZON COM INCAMZN4.602.906 $+2.655.100 $1.947.806 $+1.947.806 $
JPMORGAN CHASE & COJPM2.630.811 $+848.000 $1.782.811 $+1.782.811 $
ELI LILLY & CoLLY1.748.326 $+1.543.079 $205.247 $+205.247 $
JOHNSON & JOHNSONJNJ1.498.678 $+800.376 $698.302 $+698.302 $
Walt Disney CoDIS1.284.994 $+301.927 $983.067 $+983.067 $
AMERICAN EXPRESS COAXP1.211.534 $+708.643 $502.891 $+502.891 $
AbbVie Inc.ABBV1.199.052 $+412.973 $786.079 $+786.079 $
UNITEDHEALTH GROUP INCUNH1.041.799 $+349.704 $692.095 $+692.095 $
MICRON TECHNOLOGY INCMU1.037.330 $+1.037.330 $
TWILIO INCTWLO858.512 $-99.450 $957.962 $+957.962 $
MCKESSON CORPMCK869.507 $+869.507 $
LAM RESEARCH CORPLRCX856.946 $+856.946 $
Mastercard IncMA851.316 $+851.316 $
AT&T INC.T834.257 $+202.048 $632.209 $+632.209 $
Eaton Corp plcETN832.835 $+832.835 $
BERKSHIRE HATHAWAY INCBRK-B754.200 $+754.200 $
Walmart Inc.WMT746.139 $+746.139 $
ORACLE CORPORCL702.947 $+372.490 $330.457 $+330.457 $
Booking Holdings Inc.BKNG683.672 $+683.672 $
Medtronic plcMDT645.633 $+645.633 $
VERIZON COMMUNICATIONS INCVZ481.746 $-139.996 $621.742 $+621.742 $
TARGET CORPTGT539.812 $+293.585 $246.227 $+246.227 $
LINDE PLCLIN529.980 $+529.980 $
EXXON MOBIL CORPXOM523.927 $+179.137 $344.790 $+344.790 $
GARMIN LTDGRMN519.088 $+519.088 $
CITIGROUP INCC516.868 $+264.844 $252.024 $+252.024 $
PALATIN TECHNOLOGIES INCPTNT478.962 $-34.368 $513.330 $+513.330 $
MORGAN STANLEYMS504.963 $+504.963 $
FEDEX CORPFDX449.137 $+449.137 $
DEERE & CODE432.658 $+432.658 $
SYSCO CORPSYY313.809 $-107.278 $421.087 $+421.087 $
DOLLAR GENERAL CORPDG412.584 $+412.584 $
POOL CORPPOOL410.027 $+410.027 $
COLGATE PALMOLIVE COCL408.510 $+32.052 $376.458 $+376.458 $
COMCAST CORPCMCSA399.872 $+399.872 $
NEXTERA ENERGY INCNEE397.758 $+169.778 $227.980 $+227.980 $
AMGEN INCAMGN380.981 $+40.083 $340.898 $+340.898 $
CONOCOPHILLIPSCOP371.357 $+371.357 $
STRYKER CORPSYK366.083 $+366.083 $
MCDONALDS CORPMCD355.534 $+355.534 $
SPS COMMERCE INCSPSC340.165 $+65.386 $274.779 $+274.779 $
NETFLIX INCNFLX301.396 $-30.705 $332.101 $+332.101 $
HERSHEY COHSY313.490 $+26.488 $287.002 $+287.002 $
ADVANCED MICRO DEVICES INCAMD304.047 $+304.047 $
ALLSTATE CORPALL300.390 $+300.390 $
INTUITIVE SURGICAL INCISRG285.345 $+285.345 $
DELTA AIR LINES, INC.DAL280.701 $+280.701 $
Viatris IncVTRS270.848 $+59.047 $211.801 $+211.801 $
Vertiv Holdings CoVRT268.245 $+268.245 $
KROGER COKR258.915 $+258.915 $
PAYCHEX INCPAYX217.418 $-38.891 $256.309 $+256.309 $
ROYAL BANK OF CANADARY251.160 $+30.180 $220.980 $+220.980 $
FLOWSERVE CORPFLS240.603 $+240.603 $
BOEING COBA237.456 $+237.456 $
WILLIS TOWERS WATSON PLCWTW235.228 $+235.228 $
PROCTER & GAMBLE CoPG226.380 $+226.380 $
SOUTHERN COSO208.127 $+208.127 $
INSMED IncINSM207.004 $+207.004 $
3M COMMM204.517 $+1.231 $203.286 $+203.286 $
RTX CorpRTX202.644 $+202.644 $
Palo Alto Networks IncPANW200.809 $+200.809 $
357.448.224 $+50.247.594 $308.162.957 $+308.162.957 $
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