Investments: RVW Wealth, 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. ($)
845.001.997 $+18.773.358 $826.515.995 $+65.372.676 $761.354.127 $+19.874.524 $741.479.603 $+741.479.603 $
BANK OF AMERICA CORP /DE/BAC765.886.033 $+12.767.722 $753.118.311 $+50.980.652 $702.137.659 $+18.373.099 $683.764.560 $+683.764.560 $
APPFOLIO INCAPPF36.596.722 $+2.801.181 $33.795.541 $+8.147.562 $25.647.979 $-2.086.220 $27.734.199 $+27.734.199 $
NVIDIA CORPNVDA8.022.795 $+101.025 $7.921.770 $+2.997.788 $4.923.982 $+1.198.050 $3.725.932 $+3.725.932 $
BERKSHIRE HATHAWAY INCBRK-B3.736.616 $-894.901 $4.631.517 $+145.534 $4.485.983 $-485.961 $4.971.944 $+4.971.944 $
ALPHA PRO TECH LTDAPT3.836.790 $+926.491 $2.910.299 $+791.413 $2.118.886 $+461.645 $1.657.241 $+1.657.241 $
MICROSOFT CORPMSFT2.235.898 $-379.526 $2.615.424 $+15.543 $2.599.881 $+186.503 $2.413.378 $+2.413.378 $
ELI LILLY & CoLLY2.355.699 $+1.445.440 $910.259 $+910.259 $
Walt Disney CoDIS1.789.312 $-3.830 $1.793.142 $-422.353 $2.215.495 $+635.460 $1.580.035 $+1.580.035 $
AMAZON COM INCAMZN1.828.154 $-140.567 $1.968.721 $+225.172 $1.743.549 $+184.700 $1.558.849 $+1.558.849 $
AbbVie Inc.ABBV1.579.551 $-19.696 $1.599.247 $+483.736 $1.115.511 $-33.287 $1.148.798 $+1.148.798 $
JPMORGAN CHASE & COJPM1.504.175 $+33.275 $1.470.900 $+103.930 $1.366.970 $+388.676 $978.294 $+978.294 $
BlackRock, Inc.BLK1.471.464 $+36.727 $1.434.737 $+43.444 $1.391.293 $+148.429 $1.242.864 $+1.242.864 $
STRYKER CORPSYK1.256.505 $-63.587 $1.320.092 $-92.703 $1.412.795 $+83.490 $1.329.305 $+1.329.305 $
GOLDMAN SACHS GROUP INCGS1.042.466 $+54.992 $987.474 $+109.864 $877.610 $+196.933 $680.677 $+680.677 $
NETFLIX INCNFLX738.829 $-157.963 $896.792 $-99.521 $996.313 $+295.050 $701.263 $+701.263 $
EXXON MOBIL CORPXOM972.829 $+62.824 $910.005 $+39.951 $870.054 $-122.179 $992.233 $+992.233 $
JOHNSON & JOHNSONJNJ738.200 $+134.278 $603.922 $+106.408 $497.514 $+64.419 $433.095 $+433.095 $
ASML HOLDING NVASML645.126 $+61.368 $583.758 $+100.520 $483.238 $+53.854 $429.384 $+429.384 $
MORGAN STANLEYMS618.870 $+75.863 $543.007 $+65.773 $477.234 $+71.339 $405.895 $+405.895 $
Mastercard IncMA616.900 $+94.953 $521.947 $+6.304 $515.643 $+14.473 $501.170 $+501.170 $
FIRST TRUST ADVISORS LP572.335 $-28.120 $600.455 $+48.065 $552.390 $-22.833 $575.223 $+575.223 $
CHEVRON CORPCVX528.405 $-23.185 $551.590 $+47.561 $504.029 $-85.334 $589.363 $+589.363 $
Walmart Inc.WMT539.447 $+71.348 $468.099 $+23.982 $444.117 $-13.269 $457.386 $+457.386 $
MCDONALDS CORPMCD481.062 $+1.220 $479.842 $+16.753 $463.089 $-69.189 $532.278 $+532.278 $
PALATIN TECHNOLOGIES INCPTNT516.008 $+516.008 $
BOSTON SCIENTIFIC CORPBSX411.531 $-15.014 $426.545 $-42.729 $469.274 $-31.999 $501.273 $+501.273 $
SCHWAB CHARLES CORPSCHW450.956 $+22.905 $428.051 $+16.794 $411.257 $+56.727 $354.530 $+354.530 $
GENERAL ELECTRIC COGE385.752 $+15.948 $369.804 $+27.650 $342.154 $+92.703 $249.451 $+249.451 $
ANALOG DEVICES INCADI373.171 $+35.088 $338.083 $+10.567 $327.516 $+47.396 $280.120 $+280.120 $
Aon plcAON282.304 $-2.960 $285.264 $-144 $285.408 $-33.864 $319.272 $+319.272 $
TELEDYNE TECHNOLOGIES INCTDY274.773 $-40.517 $315.290 $+30.446 $284.844 $+14.587 $270.257 $+270.257 $
NOVARTIS AGNVS296.145 $+20.685 $275.460 $+15.531 $259.929 $+9.322 $250.607 $+250.607 $
Elme CommunitiesELME294.544 $+294.544 $
SPS COMMERCE INCSPSC285.343 $+285.343 $
PEPSICO INCPEP206.879 $+4.439 $202.440 $-6.377 $208.817 $-75.389 $284.206 $+284.206 $
ORACLE CORPORCL270.340 $+43.661 $226.679 $+226.679 $
PROCTER & GAMBLE CoPG216.423 $+5.615 $210.808 $-37.353 $248.161 $+248.161 $
AMERICAN EXPRESS COAXP247.867 $+28.641 $219.226 $+8.699 $210.527 $+210.527 $
EMERSON ELECTRIC COEMR222.306 $+2.579 $219.727 $-3.601 $223.328 $-20.621 $243.949 $+243.949 $
LAM RESEARCH CORPLRCX229.381 $+229.381 $
IMAX CORPIMAX224.273 $+224.273 $
INTEL CORPINTC206.640 $+206.640 $
Palo Alto Networks IncPANW203.620 $-1.020 $204.640 $+204.640 $
RTX CorpRTX203.391 $+203.391 $
US BANCORP \DE\USB74.411 $+0 $74.411 $+0 $74.411 $+0 $74.411 $+74.411 $
Brera Holdings PLCSLMT29.920 $+29.920 $
845.001.997 $+18.773.358 $826.515.995 $+65.372.676 $761.354.127 $+19.874.524 $741.479.603 $+741.479.603 $
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