Investments: RETIREMENT INCOME SOLUTIONS, INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
470.850.789 $+8.514.929 $462.872.304 $+462.872.304 $
BANK OF AMERICA CORP /DE/BAC416.587.618 $+7.331.246 $409.256.372 $+409.256.372 $
BlackRock, Inc.BLK8.800.140 $+275.661 $8.524.479 $+8.524.479 $
MORGAN STANLEYMS7.075.852 $+67.919 $7.007.933 $+7.007.933 $
APPFOLIO INCAPPF5.581.372 $+153.855 $5.427.517 $+5.427.517 $
ALPHA PRO TECH LTDAPT4.784.972 $+1.081.678 $3.703.294 $+3.703.294 $
AMAZON COM INCAMZN4.012.806 $-47.482 $4.060.288 $+4.060.288 $
BERKSHIRE HATHAWAY INCBRK-B3.325.030 $-71.984 $3.397.014 $+3.397.014 $
MICROSOFT CORPMSFT3.118.382 $-74.262 $3.192.644 $+3.192.644 $
NVIDIA CORPNVDA1.840.942 $+66.939 $1.774.003 $+1.774.003 $
ELI LILLY & CoLLY1.765.699 $+62.683 $1.703.016 $+1.703.016 $
SPS COMMERCE INCSPSC1.472.292 $-92.487 $1.564.779 $+1.564.779 $
JPMORGAN CHASE & COJPM1.283.724 $-19.317 $1.303.041 $+1.303.041 $
ORACLE CORPORCL848.053 $-385.466 $1.233.519 $+1.233.519 $
LAM RESEARCH CORPLRCX765.517 $+200.191 $565.326 $+565.326 $
PROCTER & GAMBLE CoPG694.480 $-61.171 $755.651 $+755.651 $
COCA COLA COKO743.493 $+38.180 $705.313 $+705.313 $
JOHNSON & JOHNSONJNJ685.418 $-8.053 $693.471 $+693.471 $
PALATIN TECHNOLOGIES INCPTNT610.927 $+5.840 $605.087 $+605.087 $
Eaton Corp plcETN469.802 $-87.456 $557.258 $+557.258 $
Walt Disney CoDIS423.111 $-82.865 $505.976 $+505.976 $
BARCLAYS PLCBCS502.795 $+4.791 $498.004 $+498.004 $
AMGEN INCAMGN486.055 $+42.719 $443.336 $+443.336 $
ALLIANT ENERGY CORPLNT422.695 $-15.605 $438.300 $+438.300 $
MCDONALDS CORPMCD263.453 $-173.845 $437.298 $+437.298 $
VALLEY NATIONAL BANCORPVLY433.293 $+40.065 $393.228 $+393.228 $
EXXON MOBIL CORPXOM377.025 $+45.427 $331.598 $+331.598 $
SOUTHERN COSO320.286 $-27.804 $348.090 $+348.090 $
DTE ENERGY CODTE314.052 $-25.591 $339.643 $+339.643 $
Strategy IncMSTR327.365 $+327.365 $
3M COMMM295.224 $+38.556 $256.668 $+256.668 $
STRYKER CORPSYK279.067 $-7.427 $286.494 $+286.494 $
NETFLIX INCNFLX214.710 $-69.434 $284.144 $+284.144 $
RTX CorpRTX276.567 $+19.046 $257.521 $+257.521 $
AbbVie Inc.ABBV271.675 $-3.626 $275.301 $+275.301 $
ISHARES GOLD TRUSTIAU257.471 $+26.645 $230.826 $+230.826 $
AMERICAN EXPRESS COAXP257.115 $+22.942 $234.173 $+234.173 $
Walmart Inc.WMT248.444 $+36.037 $212.407 $+212.407 $
Palo Alto Networks IncPANW226.566 $-10.040 $236.606 $+236.606 $
BOEING COBA221.680 $+11.893 $209.787 $+209.787 $
ADVANCED MICRO DEVICES INCAMD214.160 $+214.160 $
CHIPOTLE MEXICAN GRILL INCCMG209.079 $+209.079 $
B2GOLD CORPBTG78.826 $-7.629 $86.455 $+86.455 $
470.850.789 $+8.514.929 $462.872.304 $+462.872.304 $
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