Investments: Great Point Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
206.092.145 $+4.886.072 $201.453.288 $+11.290.986 $190.162.302 $+190.162.302 $
BANK OF AMERICA CORP /DE/BAC187.717.986 $+3.654.920 $184.063.066 $+8.545.337 $175.517.729 $+175.517.729 $
MICROSOFT CORPMSFT5.064.897 $-399.934 $5.464.831 $+823.307 $4.641.524 $+4.641.524 $
APPFOLIO INCAPPF4.711.478 $+301.677 $4.409.801 $+291.709 $4.118.092 $+4.118.092 $
BlackRock, Inc.BLK2.600.808 $+764.639 $1.836.169 $+297.296 $1.538.873 $+1.538.873 $
ALPHA PRO TECH LTDAPT2.418.615 $+444.207 $1.974.408 $+466.857 $1.507.551 $+1.507.551 $
JPMORGAN CHASE & COJPM1.598.528 $+9.712 $1.588.816 $+199.274 $1.389.542 $+1.389.542 $
AMAZON COM INCAMZN437.173 $-349.766 $786.939 $+121.219 $665.720 $+665.720 $
NVIDIA CORPNVDA451.890 $-48.144 $500.034 $+240.798 $259.236 $+259.236 $
JOHNSON & JOHNSONJNJ393.412 $+45.564 $347.848 $+34.245 $313.603 $+313.603 $
ADVANCED MICRO DEVICES INCAMD247.215 $+247.215 $
CVS HEALTH CorpCVS246.492 $+12.331 $234.161 $+23.729 $210.432 $+210.432 $
CATERPILLAR INCCAT240.758 $+240.758 $
BERKSHIRE HATHAWAY INCBRK-B210.108 $+210.108 $
206.092.145 $+4.886.072 $201.453.288 $+11.290.986 $190.162.302 $+190.162.302 $
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