Investments: Benchmark Financial Wealth Advisors, 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. ($)
219.677.254 $+5.173.414 $214.883.450 $+20.196.245 $195.459.186 $+25.270.966 $170.456.294 $+170.456.294 $
BANK OF AMERICA CORP /DE/BAC165.055.883 $-390.541 $165.446.424 $+10.910.320 $154.536.104 $+19.363.151 $135.172.953 $+135.172.953 $
NVIDIA CORPNVDA13.322.751 $+2.387.628 $10.935.123 $+2.227.765 $8.707.358 $+2.734.738 $5.972.620 $+5.972.620 $
APPFOLIO INCAPPF8.339.579 $+706.637 $7.632.942 $+1.875.816 $5.757.126 $-574.592 $6.331.718 $+6.331.718 $
MICROSOFT CORPMSFT5.456.222 $-73.851 $5.530.073 $+332.109 $5.197.964 $+1.095.276 $4.102.688 $+4.102.688 $
ALPHA PRO TECH LTDAPT5.253.350 $+1.128.066 $4.125.284 $+1.339.637 $2.785.647 $+374.206 $2.411.441 $+2.411.441 $
AMAZON COM INCAMZN3.971.563 $-196.095 $4.167.658 $+65.284 $4.102.374 $+515.629 $3.586.745 $+3.586.745 $
BlackRock, Inc.BLK1.529.858 $+235.350 $1.294.508 $+53.726 $1.240.782 $-1.089.549 $2.330.331 $+2.330.331 $
JPMORGAN CHASE & COJPM1.805.453 $+193.327 $1.612.126 $+129.175 $1.482.951 $+467.875 $1.015.076 $+1.015.076 $
BERKSHIRE HATHAWAY INCBRK-B1.189.401 $-21.831 $1.211.232 $+175.929 $1.035.303 $+9.464 $1.025.839 $+1.025.839 $
UNITEDHEALTH GROUP INCUNH958.770 $+35.082 $923.688 $+597.288 $326.400 $-206.495 $532.895 $+532.895 $
Walmart Inc.WMT958.712 $+74.760 $883.952 $+148.276 $735.676 $+99.215 $636.461 $+636.461 $
ELI LILLY & CoLLY944.896 $+278.093 $666.803 $-44.166 $710.969 $-20.237 $731.206 $+731.206 $
AbbVie Inc.ABBV754.846 $+28.657 $726.189 $+127.596 $598.593 $-33.511 $632.104 $+632.104 $
NETFLIX INCNFLX487.308 $-147.201 $634.509 $-28.376 $662.885 $+376.587 $286.298 $+286.298 $
SPS COMMERCE INCSPSC605.247 $+165.886 $439.361 $+69.297 $370.064 $+20.262 $349.802 $+349.802 $
ORACLE CORPORCL276.555 $-319.511 $596.066 $+315.006 $281.060 $+281.060 $
GOLDMAN SACHS GROUP INCGS584.277 $+98.973 $485.304 $+37.387 $447.917 $+447.917 $
ROYAL BANK OF CANADARY551.486 $+74.948 $476.538 $+52.590 $423.948 $+423.948 $
PALATIN TECHNOLOGIES INCPTNT519.699 $-6.291 $525.990 $+27.187 $498.803 $+188.850 $309.953 $+309.953 $
WILLIAMS SONOMA INCWSM478.406 $-43.362 $521.768 $+64.213 $457.555 $+16.469 $441.086 $+441.086 $
COCA COLA COKO518.292 $+43.119 $475.173 $-32.870 $508.043 $+16.902 $491.141 $+491.141 $
VERIZON COMMUNICATIONS INCVZ480.914 $+11.876 $469.038 $-17.983 $487.021 $+20.446 $466.575 $+466.575 $
PFIZER INCPFE416.492 $-65.762 $482.254 $+33.119 $449.135 $-27.142 $476.277 $+476.277 $
ASML HOLDING NVASML463.871 $+200.208 $263.663 $+50.540 $213.123 $+213.123 $
GARMIN LTDGRMN377.280 $-79.653 $456.933 $+45.189 $411.744 $-14.100 $425.844 $+425.844 $
AMGEN INCAMGN435.755 $+194.476 $241.279 $-11.355 $252.634 $+11.707 $240.927 $+240.927 $
Mastercard IncMA396.961 $-6.620 $403.581 $+97.560 $306.021 $+34.171 $271.850 $+271.850 $
CHEVRON CORPCVX345.901 $+32.432 $313.469 $+66.293 $247.176 $-51.035 $298.211 $+298.211 $
LOCKHEED MARTIN CORPLMT342.464 $+10.596 $331.868 $-1.223 $333.091 $+39.213 $293.878 $+293.878 $
Palo Alto Networks IncPANW341.544 $+341.544 $
PROCTER & GAMBLE CoPG223.715 $-31.727 $255.442 $-40.792 $296.234 $+296.234 $
LAM RESEARCH CORPLRCX251.784 $-16.290 $268.074 $+268.074 $
CATERPILLAR INCCAT260.034 $+46.022 $214.012 $+214.012 $
FORD MOTOR COF258.560 $+32.597 $225.963 $+22.938 $203.025 $+34.191 $168.834 $+168.834 $
BOEING COBA248.551 $+829 $247.722 $+10.165 $237.557 $+237.557 $
GENERAL ELECTRIC COGE244.045 $+244.045 $
MCDONALDS CORPMCD237.106 $+5.755 $231.351 $+12.254 $219.097 $-10.057 $229.154 $+229.154 $
RTX CorpRTX234.376 $+24.080 $210.296 $+210.296 $
EXXON MOBIL CORPXOM232.194 $+19.375 $212.819 $+8.202 $204.617 $-6.582 $211.199 $+211.199 $
JOHNSON & JOHNSONJNJ231.119 $+27.415 $203.704 $+203.704 $
Accenture plcACN215.399 $-15.461 $230.860 $+230.860 $
CITIGROUP INCC226.176 $+18.948 $207.228 $+207.228 $
NOVARTIS AGNVS225.635 $+15.760 $209.875 $+209.875 $
Phillips 66PSX220.915 $+220.915 $
CHIPOTLE MEXICAN GRILL INCCMG215.038 $-2.982 $218.020 $+218.020 $
LINDE PLCLIN205.482 $+205.482 $
MORGAN STANLEYMS104.967 $+104.967 $
StoneX Group Inc.SNEX98.087 $+98.087 $
219.677.254 $+5.173.414 $214.883.450 $+20.196.245 $195.459.186 $+25.270.966 $170.456.294 $+170.456.294 $
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