Investments: Stewardship Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
373.866.683 $+10.798.540 $363.083.360 $+22.785.934 $340.757.620 $+23.084.013 $319.137.586 $+319.137.586 $
BANK OF AMERICA CORP /DE/BAC306.648.671 $+3.162.405 $303.486.266 $+17.547.257 $285.939.009 $+17.806.241 $268.132.768 $+268.132.768 $
BlackRock, Inc.BLK20.603.894 $+3.844.505 $16.759.389 $+1.027.643 $15.731.746 $+1.809.945 $13.921.801 $+13.921.801 $
MORGAN STANLEYMS20.296.641 $+1.472.788 $18.823.853 $+1.390.162 $17.433.691 $+1.910.081 $15.523.610 $+15.523.610 $
CITIGROUP INCC11.171.286 $+195.828 $10.975.458 $+1.091.214 $9.884.244 $+511.380 $9.372.864 $+9.372.864 $
APPFOLIO INCAPPF2.599.253 $+370.222 $2.229.031 $+361.984 $1.867.047 $-216.532 $2.083.579 $+2.083.579 $
NVIDIA CORPNVDA1.875.071 $+254.997 $1.620.074 $+277.949 $1.342.125 $+355.542 $986.583 $+986.583 $
ALPHA PRO TECH LTDAPT1.604.560 $+676.890 $927.670 $+255.353 $672.317 $+86.386 $585.931 $+585.931 $
MICROSOFT CORPMSFT1.463.918 $+151.433 $1.312.485 $+91.841 $1.220.644 $+201.085 $1.019.559 $+1.019.559 $
AMAZON COM INCAMZN1.051.847 $+175.763 $876.084 $+14.539 $861.545 $+62.263 $799.282 $+799.282 $
JPMORGAN CHASE & COJPM655.395 $+59.232 $596.163 $+48.813 $547.350 $+98.206 $449.144 $+449.144 $
Mastercard IncMA566.313 $+23.668 $542.645 $+5.992 $536.653 $+5.525 $531.128 $+531.128 $
Grayscale Bitcoin Mini Trust ETFBTC411.351 $-126.390 $537.741 $+29.108 $508.633 $+190.878 $317.755 $+317.755 $
Walmart Inc.WMT508.587 $+53.268 $455.319 $+30.954 $424.365 $+35.455 $388.910 $+388.910 $
PPL CorpPPL450.742 $-28.548 $479.290 $+43.092 $436.198 $-28.574 $464.772 $+464.772 $
SPS COMMERCE INCSPSC246.505 $-148.778 $395.283 $+36.193 $359.090 $-56.120 $415.210 $+415.210 $
BERKSHIRE HATHAWAY INCBRK-B387.543 $+34.117 $353.426 $+8.044 $345.382 $-44.999 $390.381 $+390.381 $
EXXON MOBIL CORPXOM237.672 $-63.596 $301.268 $-2.189 $303.457 $-66.059 $369.516 $+369.516 $
UNITEDHEALTH GROUP INCUNH347.246 $+347.246 $
VERIZON COMMUNICATIONS INCVZ248.046 $-18.909 $266.955 $+3.612 $263.343 $-33.447 $296.790 $+296.790 $
NEXTERA ENERGY INCNEE295.109 $+25.383 $269.726 $+19.536 $250.190 $-10.898 $261.088 $+261.088 $
GENERAL DYNAMICS CORPGD262.258 $-29.979 $292.237 $+42.284 $249.953 $-2.456 $252.409 $+252.409 $
ELI LILLY & CoLLY289.089 $+289.089 $
AMGEN INCAMGN278.214 $+278.214 $
TRUIST FINANCIAL CORPTFC278.189 $+21.487 $256.702 $+256.702 $
MCDONALDS CORPMCD247.560 $-9.835 $257.395 $+10.219 $247.176 $-16.464 $263.640 $+263.640 $
AT&T INC.T208.308 $-25.070 $233.378 $-5.378 $238.756 $-13.162 $251.918 $+251.918 $
Parker-Hannifin CorpPH250.751 $+38.611 $212.140 $+212.140 $
ADVANCED MICRO DEVICES INCAMD241.787 $+241.787 $
INTUITIVE SURGICAL INCISRG238.438 $+29.225 $209.213 $+209.213 $
AbbVie Inc.ABBV233.517 $+13.322 $220.195 $-3.782 $223.977 $+223.977 $
NETFLIX INCNFLX226.430 $+13.022 $213.408 $-11.566 $224.974 $+224.974 $
ORACLE CORPORCL224.430 $+224.430 $
CINTAS CORPCTAS224.207 $+19.910 $204.297 $+204.297 $
PROCTER & GAMBLE CoPG208.935 $+208.935 $
LINDE PLCLIN203.019 $+203.019 $
CHEVRON CORPCVX202.588 $+202.588 $
FS Credit Opportunities Corp.FSCO163.205 $-14.284 $177.489 $-8.072 $185.561 $+7.029 $178.532 $+178.532 $
FORD MOTOR COF155.498 $+155.498 $
373.866.683 $+10.798.540 $363.083.360 $+22.785.934 $340.757.620 $+23.084.013 $319.137.586 $+319.137.586 $
Erweiterte Einstellungen ×