Investments: Exeter 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. ($)
208.243.390 $+3.176.448 $207.384.607 $+4.485.922 $202.898.685 $+1.140.874 $201.969.245 $+201.969.245 $
BANK OF AMERICA CORP /DE/BAC79.636.008 $+1.672.686 $77.963.322 $+898.201 $77.065.121 $-59.757 $77.124.878 $+77.124.878 $
APPFOLIO INCAPPF10.782.817 $+784.722 $9.998.095 $+1.616.053 $8.382.042 $-937.574 $9.319.616 $+9.319.616 $
MICROSOFT CORPMSFT8.974.621 $-616.262 $9.590.883 $-38.609 $9.629.492 $+2.179.263 $7.450.229 $+7.450.229 $
AFLAC INCAFL6.225.702 $+49.278 $6.176.424 $+262.114 $5.914.310 $-481.358 $6.395.668 $+6.395.668 $
GENERAL DYNAMICS CORPGD6.089.263 $+49.160 $6.040.103 $+847.480 $5.192.623 $+339.771 $4.852.852 $+4.852.852 $
JOHNSON & JOHNSONJNJ5.805.536 $+671.394 $5.134.142 $+784.806 $4.349.336 $-380.148 $4.729.484 $+4.729.484 $
MCDONALDS CORPMCD5.473.550 $+167.121 $5.306.429 $+190.992 $5.115.437 $-497.677 $5.613.114 $+5.613.114 $
EMERSON ELECTRIC COEMR5.054.445 $+48.116 $5.006.329 $-511.466 $5.517.795 $+928.113 $4.589.682 $+4.589.682 $
Walmart Inc.WMT4.434.379 $+302.153 $4.132.226 $-615.584 $4.747.810 $-759.545 $5.507.355 $+5.507.355 $
ORACLE CORPORCL3.765.634 $-1.694.379 $5.460.013 $+230.508 $5.229.505 $+1.103.610 $4.125.895 $+4.125.895 $
PEPSICO INCPEP4.548.531 $+83.206 $4.465.325 $+191.057 $4.274.268 $-471.881 $4.746.149 $+4.746.149 $
AbbVie Inc.ABBV4.665.284 $+17.978 $4.647.306 $+995.514 $3.651.792 $-496.839 $4.148.631 $+4.148.631 $
CHEVRON CORPCVX4.134.084 $-4.578 $4.138.662 $+320.313 $3.818.349 $-640.473 $4.458.822 $+4.458.822 $
VERIZON COMMUNICATIONS INCVZ3.685.039 $-368.579 $4.053.618 $+98.914 $3.954.704 $-219.724 $4.174.428 $+4.174.428 $
ROYAL BANK OF CANADARY4.049.649 $+463.438 $3.586.211 $+324.692 $3.261.519 $+462.907 $2.798.612 $+2.798.612 $
AMGEN INCAMGN4.006.224 $+672.737 $3.333.487 $+72.661 $3.260.826 $-353.002 $3.613.828 $+3.613.828 $
TARGET CORPTGT3.592.990 $+163.606 $3.429.384 $-364.398 $3.793.782 $+311.532 $3.482.250 $+3.482.250 $
ALPHA PRO TECH LTDAPT3.660.535 $+507.528 $3.153.007 $+851.619 $2.301.388 $+2.051.026 $250.362 $+250.362 $
CVS HEALTH CorpCVS2.985.126 $+61.502 $2.923.624 $+220.229 $2.703.395 $-147.119 $2.850.514 $+2.850.514 $
PROCTER & GAMBLE CoPG1.751.749 $-185.014 $1.936.763 $-208.953 $2.145.716 $-797.486 $2.943.202 $+2.943.202 $
PRICE T ROWE GROUP INCTROW2.880.973 $-4.751 $2.885.724 $+172.626 $2.713.098 $+312.351 $2.400.747 $+2.400.747 $
LINDE PLCLIN2.117.081 $-322.261 $2.439.342 $-209.954 $2.649.296 $-116.035 $2.765.331 $+2.765.331 $
COMCAST CORPCMCSA2.317.665 $-218.252 $2.535.917 $-46.677 $2.582.594 $+2.582.594 $
CARDINAL HEALTH INCCAH2.565.120 $+523.417 $2.041.703 $-285.181 $2.326.884 $+311.131 $2.015.753 $+2.015.753 $
UNITED PARCEL SERVICE INCUPS657.134 $-13.194 $670.328 $-1.777.467 $2.447.795 $-62.507 $2.510.302 $+2.510.302 $
EXXON MOBIL CORPXOM2.474.497 $+281.654 $2.192.843 $+95.107 $2.097.736 $-244.137 $2.341.873 $+2.341.873 $
LOCKHEED MARTIN CORPLMT2.262.058 $+69.353 $2.192.705 $+155.952 $2.036.753 $+35.888 $2.000.865 $+2.000.865 $
CONOCOPHILLIPSCOP1.944.689 $-17.592 $1.962.281 $+100.936 $1.861.345 $-275.859 $2.137.204 $+2.137.204 $
Phillips 66PSX1.900.114 $-102.781 $2.002.895 $+246.202 $1.756.693 $+158.862 $1.597.831 $+1.597.831 $
COCA COLA COKO2.001.436 $+232.925 $1.768.511 $-121.207 $1.889.718 $-70.599 $1.960.317 $+1.960.317 $
PAYCHEX INCPAYX1.438.990 $-174.082 $1.613.072 $-236.884 $1.849.956 $-86.561 $1.936.517 $+1.936.517 $
RTX CorpRTX1.722.985 $+144.119 $1.578.866 $-31.572 $1.610.438 $+101.813 $1.508.625 $+1.508.625 $
STARBUCKS CORPSBUX1.201.485 $-119.376 $1.320.861 $-93.397 $1.414.258 $-125.640 $1.539.898 $+1.539.898 $
Archer-Daniels-Midland CoADM1.434.247 $+113.657 $1.320.590 $+58.953 $1.261.637 $+32.816 $1.228.821 $+1.228.821 $
COLGATE PALMOLIVE COCL897.167 $-193.331 $1.090.498 $-148.780 $1.239.278 $-95.789 $1.335.067 $+1.335.067 $
SYSCO CORPSYY911.698 $-276.663 $1.188.361 $-111.345 $1.299.706 $-24.416 $1.324.122 $+1.324.122 $
AT&T INC.T1.026.265 $-162.897 $1.189.162 $-83.471 $1.272.633 $-6.732 $1.279.365 $+1.279.365 $
AMAZON COM INCAMZN1.248.967 $+60.874 $1.188.093 $+57.796 $1.130.297 $+135.998 $994.299 $+994.299 $
3M COMMM942.931 $+28.990 $913.941 $+17.330 $896.611 $-110.607 $1.007.218 $+1.007.218 $
Medtronic plcMDT983.943 $+126.307 $857.636 $+79.818 $777.818 $-137.316 $915.134 $+915.134 $
SPS COMMERCE INCSPSC825.117 $+85.028 $740.089 $+89.277 $650.812 $+35.633 $615.179 $+615.179 $
PFIZER INCPFE436.855 $-86.835 $523.690 $+5.247 $518.443 $-196.024 $714.467 $+714.467 $
NVIDIA CORPNVDA498.044 $-191.824 $689.868 $+68.583 $621.285 $+339.995 $281.290 $+281.290 $
JPMORGAN CHASE & COJPM608.344 $+13.128 $595.216 $+40.908 $554.308 $+76.218 $478.090 $+478.090 $
NICOLET BANKSHARES INCNIC518.220 $-11.041 $529.261 $+94.407 $434.854 $+108.863 $325.991 $+325.991 $
UNITEDHEALTH GROUP INCUNH454.677 $+57.431 $397.246 $+196.164 $201.082 $-37.770 $238.852 $+238.852 $
INTEL CORPINTC450.753 $+40.922 $409.831 $+134.747 $275.084 $-37 $275.121 $+275.121 $
NEXTERA ENERGY INCNEE307.312 $+18.336 $288.976 $+23.236 $265.740 $-5.627 $271.367 $+271.367 $
BERKSHIRE HATHAWAY INCBRK-B211.434 $+211.434 $
CATERPILLAR INCCAT211.122 $+211.122 $
208.243.390 $+3.176.448 $207.384.607 $+4.485.922 $202.898.685 $+1.140.874 $201.969.245 $+201.969.245 $
Erweiterte Einstellungen ×