Investments: Lutz Financial Services 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. ($)
925.941.152 $+57.465.844 $868.715.768 $+56.103.981 $812.611.787 $+24.894.097 $787.918.854 $+787.918.854 $
BANK OF AMERICA CORP /DE/BAC781.816.386 $+50.709.680 $731.106.706 $+48.601.489 $682.505.217 $+15.934.403 $666.570.814 $+666.570.814 $
BlackRock, Inc.BLK132.659.648 $+6.927.606 $125.732.042 $+5.894.101 $119.837.941 $+8.036.979 $111.800.962 $+111.800.962 $
BERKSHIRE HATHAWAY INCBRK-B3.094.635 $-16.410 $3.111.045 $+215.225 $2.895.820 $-251.300 $3.147.120 $+3.147.120 $
NVIDIA CORPNVDA1.912.371 $-69.855 $1.982.226 $+296.473 $1.685.753 $+518.175 $1.167.578 $+1.167.578 $
APPFOLIO INCAPPF1.643.122 $-159.149 $1.802.271 $+437.480 $1.364.791 $-91.715 $1.456.506 $+1.456.506 $
MICROSOFT CORPMSFT1.459.082 $-156.922 $1.616.004 $+41.701 $1.574.303 $+437.997 $1.136.306 $+1.136.306 $
ALPHA PRO TECH LTDAPT1.257.847 $+60.059 $1.197.788 $+354.663 $843.125 $+113.857 $729.268 $+729.268 $
AMAZON COM INCAMZN858.420 $+121.104 $737.316 $-54 $737.370 $+94.862 $642.508 $+642.508 $
JPMORGAN CHASE & COJPM442.730 $-41.140 $483.870 $+36.539 $447.331 $+72.513 $374.818 $+374.818 $
ELI LILLY & CoLLY349.271 $+121.134 $228.137 $-22.872 $251.009 $-3.371 $254.380 $+254.380 $
Walmart Inc.WMT245.548 $-6.537 $252.085 $+9.982 $242.103 $+22.277 $219.826 $+219.826 $
ORACLE CORPORCL240.460 $+240.460 $
Mastercard IncMA202.092 $-23.726 $225.818 $-1.206 $227.024 $+9.420 $217.604 $+217.604 $
JOHNSON & JOHNSONJNJ201.164 $+201.164 $
925.941.152 $+57.465.844 $868.715.768 $+56.103.981 $812.611.787 $+24.894.097 $787.918.854 $+787.918.854 $
Erweiterte Einstellungen ×