Investments: Spartan Planning & 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. ($)
126.093.291 $+8.363.524 $118.706.651 $+7.119.213 $107.934.380 $+22.285.769 $92.739.170 $+92.739.170 $
BANK OF AMERICA CORP /DE/BAC51.885.064 $-6.912.664 $58.797.728 $-7.315.843 $66.113.571 $+3.814.583 $62.298.988 $+62.298.988 $
BlackRock, Inc.BLK20.663.458 $+11.554.868 $9.108.590 $+1.914.916 $7.193.674 $-275.701 $7.469.375 $+7.469.375 $
NVIDIA CORPNVDA10.024.005 $+1.065.366 $8.958.639 $+1.375.909 $7.582.730 $+4.697.763 $2.884.967 $+2.884.967 $
APPFOLIO INCAPPF8.393.433 $+1.047.343 $7.346.090 $+3.963.939 $3.382.151 $+3.382.151 $
MICROSOFT CORPMSFT3.735.028 $-4.063.255 $7.798.283 $+261.527 $7.536.756 $+7.536.756 $
ALPHA PRO TECH LTDAPT6.201.278 $+1.792.212 $4.409.066 $+2.613.185 $1.795.881 $+86.331 $1.709.550 $+1.709.550 $
AMAZON COM INCAMZN4.579.469 $+385.023 $4.194.446 $-81.026 $4.275.472 $+2.350.231 $1.925.241 $+1.925.241 $
JPMORGAN CHASE & COJPM2.016.879 $+293.319 $1.723.560 $+141.811 $1.581.749 $+223.278 $1.358.471 $+1.358.471 $
BERKSHIRE HATHAWAY INCBRK-B1.831.657 $+45.925 $1.785.732 $+705.380 $1.080.352 $-444.957 $1.525.309 $+1.525.309 $
ELI LILLY & CoLLY1.672.202 $+493.628 $1.178.574 $+1.178.574 $
EXXON MOBIL CORPXOM1.073.673 $+29.033 $1.044.640 $+613.763 $430.877 $+36.505 $394.372 $+394.372 $
Walmart Inc.WMT1.047.611 $+117.670 $929.941 $+23.799 $906.142 $+428.038 $478.104 $+478.104 $
NETFLIX INCNFLX963.932 $-57.824 $1.021.756 $+251.486 $770.270 $+770.270 $
JOHNSON & JOHNSONJNJ998.741 $+140.600 $858.141 $+180.187 $677.954 $+677.954 $
Mastercard IncMA876.326 $-15.016 $891.342 $-22.381 $913.723 $+76.744 $836.979 $+836.979 $
PROCTER & GAMBLE CoPG896.303 $+896.303 $
PALATIN TECHNOLOGIES INCPTNT867.065 $+38.513 $828.552 $+200.526 $628.026 $+628.026 $
AbbVie Inc.ABBV832.048 $+48.441 $783.607 $+477.477 $306.130 $-325.363 $631.493 $+631.493 $
ADVANCED MICRO DEVICES INCAMD787.680 $+279.336 $508.344 $+508.344 $
ORACLE CORPORCL340.313 $-442.659 $782.972 $+232.680 $550.292 $+290.385 $259.907 $+259.907 $
GENERAL ELECTRIC COGE681.680 $+77.628 $604.052 $+94.935 $509.117 $+85.199 $423.918 $+423.918 $
COCA COLA COKO611.013 $+186.725 $424.288 $-93.167 $517.455 $+517.455 $
CHEVRON CORPCVX600.824 $+117.189 $483.635 $+483.635 $
CATERPILLAR INCCAT563.142 $+149.925 $413.217 $+66.934 $346.283 $+346.283 $
GOLDMAN SACHS GROUP INCGS558.198 $+46.119 $512.079 $+71.141 $440.938 $+440.938 $
MORGAN STANLEYMS501.049 $+64.986 $436.063 $+44.599 $391.464 $+391.464 $
RTX CorpRTX497.048 $+91.251 $405.797 $+27.012 $378.785 $+71.743 $307.042 $+307.042 $
Walt Disney CoDIS208.276 $-250.065 $458.341 $+458.341 $
CITIGROUP INCC450.108 $+62.550 $387.558 $+62.811 $324.747 $+324.747 $
PEPSICO INCPEP448.069 $+448.069 $
MCDONALDS CORPMCD437.720 $+174.165 $263.555 $-148.461 $412.016 $+412.016 $
LINDE PLCLIN421.342 $+10.803 $410.539 $+44.546 $365.993 $+365.993 $
AT&T INC.T402.505 $-17.125 $419.630 $+113.980 $305.650 $+305.650 $
VERIZON COMMUNICATIONS INCVZ407.342 $+187.703 $219.639 $-67.989 $287.628 $+287.628 $
INTUITIVE SURGICAL INCISRG406.080 $+197.411 $208.669 $+208.669 $
AMERICAN EXPRESS COAXP357.742 $+47.502 $310.240 $-75.088 $385.328 $+385.328 $
SCHWAB CHARLES CORPSCHW347.702 $+52.972 $294.730 $-9.929 $304.659 $+42.656 $262.003 $+262.003 $
AMGEN INCAMGN344.003 $+107.225 $236.778 $+236.778 $
NEXTERA ENERGY INCNEE340.643 $+24.710 $315.933 $+315.933 $
BOEING COBA239.049 $-72.178 $311.227 $+9.294 $301.933 $+301.933 $
PFIZER INCPFE286.649 $+286.649 $
UNITEDHEALTH GROUP INCUNH284.527 $+284.527 $
INTEL CORPINTC277.451 $+277.451 $
Medtronic plcMDT274.924 $+17.490 $257.434 $+22.270 $235.164 $+235.164 $
DEERE & CODE229.334 $+5.454 $223.880 $+223.880 $
3M COMMM219.834 $+8.780 $211.054 $+211.054 $
CVS HEALTH CorpCVS216.522 $+7.676 $208.846 $+208.846 $
GENERAL DYNAMICS CORPGD208.735 $+208.735 $
126.093.291 $+8.363.524 $118.706.651 $+7.119.213 $107.934.380 $+22.285.769 $92.739.170 $+92.739.170 $
Erweiterte Einstellungen ×