Investments: Selective Wealth Management, Inc.

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. ($)
216.896.132 $+1.153.137 $216.508.127 $+27.080.183 $189.795.605 $+33.603.628 $156.302.015 $+156.302.015 $
BANK OF AMERICA CORP /DE/BAC186.295.570 $-1.076.787 $187.372.357 $+24.247.936 $163.124.421 $+30.666.770 $132.457.651 $+132.457.651 $
APPFOLIO INCAPPF7.466.907 $+774.730 $6.692.177 $+1.294.483 $5.397.694 $-265.604 $5.663.298 $+5.663.298 $
TWILIO INCTWLO6.504.653 $+537.349 $5.967.304 $-988.849 $6.956.153 $+1.829.676 $5.126.477 $+5.126.477 $
INTEL CORPINTC2.616.508 $+434.159 $2.182.349 $+735.305 $1.447.044 $+192.331 $1.254.713 $+1.254.713 $
NVIDIA CORPNVDA2.406.991 $-107.496 $2.514.487 $+675.939 $1.838.548 $+910.948 $927.600 $+927.600 $
MICROSOFT CORPMSFT2.213.712 $-143.332 $2.357.044 $+43.759 $2.313.285 $+512.998 $1.800.287 $+1.800.287 $
ALPHA PRO TECH LTDAPT2.134.180 $+655.392 $1.478.788 $+474.267 $1.004.521 $+149.390 $855.131 $+855.131 $
Accenture plcACN719.425 $+92.590 $626.835 $-115.198 $742.033 $-719.778 $1.461.811 $+1.461.811 $
AMAZON COM INCAMZN1.355.050 $+83.678 $1.271.372 $+167.444 $1.103.928 $+265.065 $838.863 $+838.863 $
EXXON MOBIL CORPXOM956.703 $-222.314 $1.179.017 $-89.024 $1.268.041 $-73.198 $1.341.239 $+1.341.239 $
BERKSHIRE HATHAWAY INCBRK-B958.648 $-96.019 $1.054.667 $+76.888 $977.779 $-92.284 $1.070.063 $+1.070.063 $
Walmart Inc.WMT773.564 $-265.491 $1.039.055 $+93.745 $945.310 $+16.866 $928.444 $+928.444 $
JPMORGAN CHASE & COJPM551.359 $-81.267 $632.626 $-27.761 $660.387 $+86.606 $573.781 $+573.781 $
NETFLIX INCNFLX428.310 $-124.342 $552.652 $+34.763 $517.889 $+167.102 $350.787 $+350.787 $
JOHNSON & JOHNSONJNJ319.957 $-31.821 $351.778 $+60.737 $291.041 $+8.480 $282.561 $+282.561 $
AT&T INC.T222.229 $-81.416 $303.645 $-34.375 $338.020 $+338.020 $
LAM RESEARCH CORPLRCX285.649 $+54.189 $231.460 $+231.460 $
MANULIFE FINANCIAL CORPMFC278.098 $+14.532 $263.566 $-18.236 $281.802 $+281.802 $
VERIZON COMMUNICATIONS INCVZ240.406 $-33.650 $274.056 $+274.056 $
Mastercard IncMA250.070 $+250.070 $
DEERE & CODE246.560 $+26.881 $219.679 $-19.197 $238.876 $+23.544 $215.332 $+215.332 $
BlackRock, Inc.BLK219.157 $+219.157 $
UNITED PARCEL SERVICE INCUPS214.653 $+214.653 $
CHEVRON CORPCVX208.959 $+208.959 $
FORD MOTOR COF127.255 $+10.751 $116.504 $+116.504 $
Amcor plcAMCR110.038 $+110.038 $
JETBLUE AIRWAYS CORPJBLU19.617 $+269 $19.348 $+343 $19.005 $+200 $18.805 $+18.805 $
MORGAN STANLEYMS14.735 $-43 $14.778 $+26 $14.752 $+14.752 $
216.896.132 $+1.153.137 $216.508.127 $+27.080.183 $189.795.605 $+33.603.628 $156.302.015 $+156.302.015 $
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