Investments: Dougherty Wealth Advisers 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. ($)
65.129.653 $+14.457.873 $50.926.930 $-4.822.184 $55.749.114 $+12.872.964 $42.876.150 $+42.876.150 $
BANK OF AMERICA CORP /DE/BAC48.513.531 $+12.812.128 $35.701.403 $-7.063.451 $42.764.854 $+12.526.716 $30.238.138 $+30.238.138 $
APPFOLIO INCAPPF6.780.732 $+1.134.566 $5.646.166 $+1.147.609 $4.498.557 $-371.865 $4.870.422 $+4.870.422 $
ALPHA PRO TECH LTDAPT2.793.443 $+624.626 $2.168.817 $+583.704 $1.585.113 $+191.536 $1.393.577 $+1.393.577 $
MICROSOFT CORPMSFT1.756.024 $-208.042 $1.964.066 $+364.893 $1.599.173 $+392.294 $1.206.879 $+1.206.879 $
JPMORGAN CHASE & COJPM1.187.058 $+25.014 $1.162.044 $+89.667 $1.072.377 $+165.012 $907.365 $+907.365 $
AMAZON COM INCAMZN509.651 $+24.840 $484.811 $-9.913 $494.724 $+65.688 $429.036 $+429.036 $
Bridgewater Bancshares IncBWB438.250 $-1.750 $440.000 $+42.250 $397.750 $+50.500 $347.250 $+347.250 $
FAIR ISAAC CORPFICO377.008 $+43.282 $333.726 $-73.909 $407.635 $-3.613 $411.248 $+411.248 $
JOHNSON & JOHNSONJNJ292.924 $+30.474 $262.450 $+46.242 $216.208 $-18.528 $234.736 $+234.736 $
UNITEDHEALTH GROUP INCUNH168.356 $-7.747 $176.103 $+16.998 $159.105 $-108.008 $267.113 $+267.113 $
Aon plcAON232.548 $-2.438 $234.986 $-119 $235.105 $-27.895 $263.000 $+263.000 $
NEXTERA ENERGY INCNEE262.917 $+15.687 $247.230 $+19.879 $227.351 $-4.814 $232.165 $+232.165 $
LOCKHEED MARTIN CORPLMT223.456 $-7.179 $230.635 $+16.664 $213.971 $+7.591 $206.380 $+206.380 $
Liberty Media CorpFWONA105.207 $-108.985 $214.192 $+16.600 $197.592 $+29.236 $168.356 $+168.356 $
STARBUCKS CORPSBUX157.388 $-729 $158.117 $-13.139 $171.256 $-12.074 $183.330 $+183.330 $
ALLSTATE CORPALL167.977 $-5.246 $173.223 $+10.766 $162.457 $-4.648 $167.105 $+167.105 $
Accenture plcACN141.394 $+11.436 $129.958 $-27.557 $157.515 $-6.930 $164.445 $+164.445 $
AbbVie Inc.ABBV138.008 $-1.842 $139.850 $+27.736 $112.114 $-14.436 $126.550 $+126.550 $
COPART INCCPRT103.926 $-9.475 $113.401 $-17.378 $130.779 $+130.779 $
BERKSHIRE HATHAWAY INCBRK-B114.102 $-20 $114.122 $+3.852 $110.270 $-15.951 $126.221 $+126.221 $
ASTRAZENECA PLCAZN118.590 $+19.621 $98.969 $+8.824 $90.145 $-4.670 $94.815 $+94.815 $
Liberty Broadband CorpLBRDA56.648 $-17.490 $74.138 $-40.564 $114.702 $+15.382 $99.320 $+99.320 $
BOEING COBA108.343 $+644 $107.699 $+3.144 $104.555 $+19.451 $85.104 $+85.104 $
SBA COMMUNICATIONS CORPSBAC80.273 $+33 $80.240 $-17.219 $97.459 $+6.155 $91.304 $+91.304 $
GRACO INCGGG71.536 $-851 $72.387 $+2.072 $70.315 $+70.315 $
CDW CorpCDW62.756 $-7.608 $70.364 $+7.222 $63.142 $+63.142 $
Liberty Live Holdings, Inc.LLYVA63.701 $+63.701 $
BIO-TECHNE CorpTECH60.927 $+3.294 $57.633 $+4.331 $53.302 $-7.439 $60.741 $+60.741 $
SHERWIN WILLIAMS COSHW54.761 $-3.757 $58.518 $+490 $58.028 $-985 $59.013 $+59.013 $
BlackRock, Inc.BLK49.084 $-1.422 $50.506 $+3.926 $46.580 $+5.514 $41.066 $+41.066 $
Medtronic plcMDT48.030 $+410 $47.620 $+4.035 $43.585 $-1.345 $44.930 $+44.930 $
SPS COMMERCE INCSPSC39.631 $+4.084 $35.547 $+5.064 $30.483 $+1.669 $28.814 $+28.814 $
BLACKBAUD INCBLKB37.485 $-587 $38.072 $+60 $38.012 $+1.278 $36.734 $+36.734 $
LAM RESEARCH CORPLRCX34.236 $+7.456 $26.780 $+7.312 $19.468 $+4.928 $14.540 $+14.540 $
AMGEN INCAMGN16.932 $+16.932 $
3M COMMM9.606 $+295 $9.311 $+177 $9.134 $+322 $8.812 $+8.812 $
ADVANCED MICRO DEVICES INCAMD1.499 $-2.546 $4.045 $+497 $3.548 $+979 $2.569 $+2.569 $
ASML HOLDING NVASML3.210 $+3.210 $
Fidelity Ethereum FundFETH2.783 $+2.783 $
Solventum CorpSOLV872 $+69 $803 $-31 $834 $-2 $836 $+836 $
65.129.653 $+14.457.873 $50.926.930 $-4.822.184 $55.749.114 $+12.872.964 $42.876.150 $+42.876.150 $
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