Investments: LifePlan Financial, 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. ($)
124.263.085 $+4.466.566 $120.084.886 $+5.959.238 $114.743.349 $+5.999.269 $109.079.303 $+109.079.303 $
BANK OF AMERICA CORP /DE/BAC81.471.461 $+2.298.006 $79.173.455 $+1.985.656 $77.187.799 $+4.315.304 $72.872.495 $+72.872.495 $
ISHARES GOLD TRUSTIAU11.494.443 $+394.944 $11.099.499 $+1.046.038 $10.053.461 $-339.566 $10.393.027 $+10.393.027 $
MICROSOFT CORPMSFT2.584.465 $-245.096 $2.829.561 $+28.148 $2.801.413 $+739.020 $2.062.393 $+2.062.393 $
ALPHA PRO TECH LTDAPT2.488.350 $+412.762 $2.075.588 $+523.178 $1.552.410 $+187.867 $1.364.543 $+1.364.543 $
Medtronic plcMDT2.202.272 $-9.867 $2.212.139 $+211.152 $2.000.987 $-45.934 $2.046.921 $+2.046.921 $
CVS HEALTH CorpCVS1.850.596 $+155.376 $1.695.220 $+255.883 $1.439.337 $+152.493 $1.286.844 $+1.286.844 $
Palo Alto Networks IncPANW1.336.509 $-147.830 $1.484.339 $+164.053 $1.320.286 $+149.909 $1.170.377 $+1.170.377 $
COMCAST CORPCMCSA1.396.954 $+113.808 $1.283.146 $-59.066 $1.342.212 $+12.687 $1.329.525 $+1.329.525 $
VERIZON COMMUNICATIONS INCVZ1.335.068 $-46.259 $1.381.327 $+281.771 $1.099.556 $-22.809 $1.122.365 $+1.122.365 $
Walmart Inc.WMT1.298.484 $+92.785 $1.205.699 $+52.482 $1.153.217 $+117.822 $1.035.395 $+1.035.395 $
AMAZON COM INCAMZN1.275.050 $+59.510 $1.215.540 $+25.349 $1.190.191 $+242.696 $947.495 $+947.495 $
Duke Energy CORPDUK1.260.125 $-3.115 $1.263.240 $+83.358 $1.179.882 $+17.508 $1.162.374 $+1.162.374 $
GENERAL DYNAMICS CORPGD1.203.223 $-16.193 $1.219.416 $+241.480 $977.936 $+545.897 $432.039 $+432.039 $
CITIGROUP INCC1.211.592 $+40.383 $1.171.209 $+124.063 $1.047.146 $+62.444 $984.702 $+984.702 $
CATERPILLAR INCCAT1.184.695 $+148.802 $1.035.893 $+696.986 $338.907 $+49.013 $289.894 $+289.894 $
RTX CorpRTX826.951 $+51.209 $775.742 $+38.633 $737.109 $-323.763 $1.060.872 $+1.060.872 $
EMERSON ELECTRIC COEMR734.605 $-222.353 $956.958 $-72.350 $1.029.308 $+279.480 $749.828 $+749.828 $
NICOLET BANKSHARES INCNIC927.363 $-95.925 $1.023.288 $+51.603 $971.685 $+102.644 $869.041 $+869.041 $
BORGWARNER INCBWA323.508 $-232.037 $555.545 $-249.699 $805.244 $-187.980 $993.224 $+993.224 $
Kraft Heinz CoKHC288.367 $-289.743 $578.110 $-400.914 $979.024 $+979.024 $
MCDONALDS CORPMCD878.686 $-44.836 $923.522 $+35.325 $888.197 $-81.712 $969.909 $+969.909 $
ADVANCED MICRO DEVICES INCAMD961.150 $+107.061 $854.089 $+94.924 $759.165 $+143.752 $615.413 $+615.413 $
APPFOLIO INCAPPF881.642 $+35.252 $846.390 $+140.400 $705.990 $+180.875 $525.115 $+525.115 $
TARGET CORPTGT834.101 $+61.515 $772.586 $+350.759 $421.827 $+421.827 $
JOHNSON & JOHNSONJNJ807.933 $+103.708 $704.225 $+100.099 $604.126 $-58.571 $662.697 $+662.697 $
EXXON MOBIL CORPXOM743.461 $+11.488 $731.973 $+60.702 $671.271 $-50.277 $721.548 $+721.548 $
AT&T INC.T248.425 $-35.585 $284.010 $-358.169 $642.179 $+1.354 $640.825 $+640.825 $
EQUIFAX INCEFX533.554 $+279.076 $254.478 $-37.832 $292.310 $+11.242 $281.068 $+281.068 $
BECTON DICKINSON & COBDX347.127 $-133.269 $480.396 $+480.396 $
COCA COLA COKO452.807 $+452.807 $
COLGATE PALMOLIVE COCL397.234 $+397.234 $
CHIPOTLE MEXICAN GRILL INCCMG366.448 $+366.448 $
BERKSHIRE HATHAWAY INCBRK-B270.574 $-84.657 $355.231 $+355.231 $
LOCKHEED MARTIN CORPLMT292.620 $-49.838 $342.458 $+8.071 $334.387 $-5.113 $339.500 $+339.500 $
PFIZER INCPFE335.223 $+335.223 $
SPS COMMERCE INCSPSC242.938 $+25.035 $217.903 $+217.903 $
LAM RESEARCH CORPLRCX216.372 $+8.291 $208.081 $+208.081 $
124.263.085 $+4.466.566 $120.084.886 $+5.959.238 $114.743.349 $+5.999.269 $109.079.303 $+109.079.303 $
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