Investments: Avondale Wealth Management

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. ($)
139.921.574 $+842.623 $139.178.807 $+5.827.125 $133.937.599 $+2.256.703 $131.769.161 $+131.769.161 $
BANK OF AMERICA CORP /DE/BAC113.586.441 $-1.146.430 $114.732.871 $+4.398.961 $110.333.910 $-902.104 $111.236.014 $+111.236.014 $
BERKSHIRE HATHAWAY INCBRK-B4.203.766 $+10.464 $4.193.302 $-176.924 $4.370.226 $-1.008.925 $5.379.151 $+5.379.151 $
NVIDIA CORPNVDA4.031.198 $-169.651 $4.200.849 $+471.495 $3.729.354 $+1.569.341 $2.160.013 $+2.160.013 $
APPFOLIO INCAPPF3.700.286 $+174.934 $3.525.352 $+647.843 $2.877.509 $-307.169 $3.184.678 $+3.184.678 $
AMAZON COM INCAMZN2.325.512 $+147.158 $2.178.354 $+6.832 $2.171.522 $+587.607 $1.583.915 $+1.583.915 $
ADVANCED MICRO DEVICES INCAMD2.280.804 $+557.740 $1.723.064 $-8.116 $1.731.180 $+647.273 $1.083.907 $+1.083.907 $
PALATIN TECHNOLOGIES INCPTNT1.475.325 $-221.181 $1.696.506 $-7.494 $1.704.000 $+409.304 $1.294.696 $+1.294.696 $
BlackRock, Inc.BLK1.266.671 $+32.037 $1.234.634 $+121.658 $1.112.976 $+133.136 $979.840 $+979.840 $
Walmart Inc.WMT1.242.222 $+93.103 $1.149.119 $-14.463 $1.163.582 $+184.723 $978.859 $+978.859 $
SCHWAB CHARLES CORPSCHW889.199 $+68.157 $821.042 $+36.378 $784.664 $+111.456 $673.208 $+673.208 $
EXXON MOBIL CORPXOM613.373 $+33.049 $580.324 $+25.477 $554.847 $-188.109 $742.956 $+742.956 $
TARGET CORPTGT660.301 $+660.301 $
ALPHA PRO TECH LTDAPT658.980 $+143.628 $515.352 $+141.059 $374.293 $+264.932 $109.361 $+109.361 $
SPS COMMERCE INCSPSC632.511 $+49.185 $583.326 $+81.271 $502.055 $+4.437 $497.618 $+497.618 $
AUTOZONE INCAZO498.551 $+133.881 $364.670 $+49.130 $315.540 $-8.546 $324.086 $+324.086 $
JPMORGAN CHASE & COJPM443.053 $+9.337 $433.716 $+35.090 $398.626 $+61.338 $337.288 $+337.288 $
PROCTER & GAMBLE CoPG216.398 $-83.220 $299.618 $-90.716 $390.334 $-27.195 $417.529 $+417.529 $
CITIGROUP INCC345.565 $-64.081 $409.646 $+13.621 $396.025 $+396.025 $
ALIGN TECHNOLOGY INCALGN312.300 $+312.300 $
GENERAL ELECTRIC COGE308.030 $+7.210 $300.820 $+43.430 $257.390 $+57.240 $200.150 $+200.150 $
ORACLE CORPORCL236.242 $+52.593 $183.649 $+66.209 $117.440 $+117.440 $
FEDEX CORPFDX231.088 $+94.702 $136.386 $+87.630 $48.756 $+48.756 $
MICROSOFT CORPMSFT111.917 $+70.624 $41.293 $+41.293 $
ISHARES GOLD TRUSTIAU84.128 $-10.680 $94.808 $+94.808 $
Trane Technologies plcTT87.482 $+20.098 $67.384 $+67.384 $
BOEING COBA83.812 $+15.592 $68.220 $+68.220 $
NETFLIX INCNFLX46.870 $+14.231 $32.639 $+32.639 $
JOINT CorpJYNT43.715 $+43.715 $
Strategy IncMSTR28.827 $+28.827 $
Walt Disney CoDIS18.105 $+3.695 $14.410 $+14.410 $
UNITEDHEALTH GROUP INCUNH15.713 $+15.713 $
Shell plcSHEL12.181 $-496 $12.677 $+12.677 $
MORGAN STANLEYMS5.036 $+5.036 $
AT&T INC.T10 $+10 $
139.921.574 $+842.623 $139.178.807 $+5.827.125 $133.937.599 $+2.256.703 $131.769.161 $+131.769.161 $
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