Investments: Elwood & Goetz Wealth Advisory Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
316.862.623 $+36.809.045 $280.472.525 $+280.472.525 $
BANK OF AMERICA CORP /DE/BAC257.731.207 $+31.404.080 $226.327.127 $+226.327.127 $
MORGAN STANLEYMS15.876.344 $+387.698 $15.488.646 $+15.488.646 $
BlackRock, Inc.BLK6.189.974 $+1.325.698 $4.864.276 $+4.864.276 $
APPFOLIO INCAPPF5.668.064 $+628.037 $5.040.027 $+5.040.027 $
MICROSOFT CORPMSFT4.481.423 $-59.583 $4.541.006 $+4.541.006 $
ALPHA PRO TECH LTDAPT3.580.788 $+973.458 $2.607.330 $+2.607.330 $
BERKSHIRE HATHAWAY INCBRK-B2.853.041 $+143.775 $2.709.266 $+2.709.266 $
NVIDIA CORPNVDA2.405.292 $+371.942 $2.033.350 $+2.033.350 $
AMAZON COM INCAMZN2.202.484 $+303.643 $1.898.841 $+1.898.841 $
JPMORGAN CHASE & COJPM1.424.221 $+118.645 $1.305.576 $+1.305.576 $
NEXTERA ENERGY INCNEE1.299.412 $+78.965 $1.220.447 $+1.220.447 $
CATERPILLAR INCCAT874.200 $+112.191 $762.009 $+762.009 $
Walmart Inc.WMT839.252 $+122.882 $716.370 $+716.370 $
AMERICAN EXPRESS COAXP762.425 $+70.204 $692.221 $+692.221 $
AT&T INC.T723.068 $+71.741 $651.327 $+651.327 $
JOHNSON & JOHNSONJNJ697.422 $+99.072 $598.350 $+598.350 $
ORACLE CORPORCL408.336 $-181.706 $590.042 $+590.042 $
LOCKHEED MARTIN CORPLMT518.494 $-32.135 $550.629 $+550.629 $
SOUTHERN COSO445.156 $-88.716 $533.872 $+533.872 $
GENERAL ELECTRIC COGE500.549 $+30.969 $469.580 $+469.580 $
COCA COLA COKO490.012 $+15.360 $474.652 $+474.652 $
DEERE & CODE482.331 $-1.450 $483.781 $+483.781 $
ELI LILLY & CoLLY469.635 $+173.591 $296.044 $+296.044 $
PROCTER & GAMBLE CoPG378.768 $-56.690 $435.458 $+435.458 $
GARTNER INCIT339.064 $-91.780 $430.844 $+430.844 $
SPS COMMERCE INCSPSC401.066 $+59.104 $341.962 $+341.962 $
ASML HOLDING NVASML369.102 $+55.441 $313.661 $+313.661 $
EXXON MOBIL CORPXOM348.066 $+55.772 $292.294 $+292.294 $
GOLDMAN SACHS GROUP INCGS344.365 $+53.697 $290.668 $+290.668 $
INTUITIVE SURGICAL INCISRG342.648 $+83.255 $259.393 $+259.393 $
Mastercard IncMA339.674 $+26.828 $312.846 $+312.846 $
FREEPORT-MCMORAN INCFCX336.992 $+80.964 $256.028 $+256.028 $
MCDONALDS CORPMCD325.662 $+48.068 $277.594 $+277.594 $
RTX CorpRTX322.601 $+40.148 $282.453 $+282.453 $
GENERAL DYNAMICS CORPGD309.178 $+309.178 $
VERIZON COMMUNICATIONS INCVZ286.943 $+42.889 $244.054 $+244.054 $
XCEL ENERGY INCXEL262.129 $-23.533 $285.662 $+285.662 $
3M COMMM273.931 $+8.884 $265.047 $+265.047 $
ROYAL BANK OF CANADARY265.112 $+50.467 $214.645 $+214.645 $
STRYKER CORPSYK250.598 $-12.607 $263.205 $+263.205 $
CSX CORPCSX235.045 $+8.740 $226.305 $+226.305 $
TELEDYNE TECHNOLOGIES INCTDY212.733 $+212.733 $
HERSHEY COHSY208.549 $+1.859 $206.690 $+206.690 $
NETFLIX INCNFLX206.214 $+206.214 $
316.862.623 $+36.809.045 $280.472.525 $+280.472.525 $
Erweiterte Einstellungen ×