Investments: Valtinson Bruner Financial Planning 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. ($)
264.787.101 $+8.823.491 $253.825.067 $+13.056.119 $243.177.151 $+20.913.539 $223.083.084 $+223.083.084 $
BANK OF AMERICA CORP /DE/BAC163.704.861 $+1.633.373 $162.071.488 $+5.302.088 $156.769.400 $+14.985.903 $141.783.497 $+141.783.497 $
MORGAN STANLEYMS42.595.419 $-2.408.465 $45.003.884 $-471.711 $45.475.595 $+239.299 $45.236.296 $+45.236.296 $
COMMONWEALTH EQUITY SERVICES, LLC10.703.322 $+8.108.920 $2.594.402 $+158.419 $2.435.983 $+2.435.983 $
BARCLAYS PLCBCS8.479.332 $-231.792 $8.711.124 $+446.326 $8.264.798 $+531.631 $7.733.167 $+7.733.167 $
MICROSOFT CORPMSFT4.374.186 $-317.211 $4.691.397 $-359.323 $5.050.720 $+2.846.039 $2.204.681 $+2.204.681 $
APPFOLIO INCAPPF4.868.517 $+359.386 $4.509.131 $+886.041 $3.623.090 $+235.777 $3.387.313 $+3.387.313 $
RAYMOND JAMES FINANCIAL INCRJF4.243.185 $+40.497 $4.202.688 $+222.656 $3.980.032 $+267.599 $3.712.433 $+3.712.433 $
JPMORGAN CHASE & COJPM957.945 $-7.659 $965.604 $-2.484.014 $3.449.618 $+292.100 $3.157.518 $+3.157.518 $
WEDBUSH SECURITIES INC3.041.756 $-135.231 $3.176.987 $+3.176.987 $
GOLDMAN SACHS GROUP INCGS2.430.707 $-259.453 $2.690.160 $+2.302.284 $387.876 $+387.876 $
HARBOUR INVESTMENTS, INC.2.171.456 $-52.996 $2.224.452 $+2.224.452 $
Medtronic plcMDT1.729.322 $+33.334 $1.695.988 $+114.592 $1.581.396 $-70.301 $1.651.697 $+1.651.697 $
XCEL ENERGY INCXEL1.169.190 $-451.371 $1.620.561 $+240.767 $1.379.794 $-111.776 $1.491.570 $+1.491.570 $
BERKSHIRE HATHAWAY INCBRK-B1.459.696 $+24.876 $1.434.820 $+49.404 $1.385.416 $-185.695 $1.571.111 $+1.571.111 $
ADVANCED MICRO DEVICES INCAMD1.523.014 $+1.523.014 $
AMAZON COM INCAMZN1.498.022 $+53.032 $1.444.990 $+240.539 $1.204.451 $+191.697 $1.012.754 $+1.012.754 $
ALPHA PRO TECH LTDAPT1.396.468 $+307.950 $1.088.518 $+301.797 $786.721 $+303.395 $483.326 $+483.326 $
NVIDIA CORPNVDA1.249.934 $+19.278 $1.230.656 $+247.679 $982.977 $+598.878 $384.099 $+384.099 $
GRACO INCGGG862.165 $-99.415 $961.580 $-11.428 $973.008 $+28.510 $944.498 $+944.498 $
UNITEDHEALTH GROUP INCUNH563.706 $-42.850 $606.556 $+61.623 $544.933 $-372.534 $917.467 $+917.467 $
BlackRock, Inc.BLK749.467 $-80.370 $829.837 $+27.802 $802.035 $-57.697 $859.732 $+859.732 $
PRINCIPAL SECURITIES, INC.597.198 $+394.900 $202.298 $+858 $201.440 $+201.440 $
SPS COMMERCE INCSPSC544.926 $+71.795 $473.131 $+84.168 $388.963 $+41.178 $347.785 $+347.785 $
CENTRAL TRUST Co416.210 $+90.702 $325.508 $+2.987 $322.521 $+28.413 $294.108 $+294.108 $
Otter Tail CorpOTTR389.262 $-15.424 $404.686 $+24.093 $380.593 $-16.194 $396.787 $+396.787 $
TARGET CORPTGT352.322 $+37.336 $314.986 $-26.989 $341.975 $-59.706 $401.681 $+401.681 $
HAWKINS INCHWKN288.666 $-82.621 $371.287 $+78.561 $292.726 $+70.718 $222.008 $+222.008 $
CATERPILLAR INCCAT355.203 $+52.278 $302.925 $+56.559 $246.366 $+30.231 $216.135 $+216.135 $
TC ENERGY CORPTRP331.215 $+3.612 $327.603 $+33.838 $293.765 $+9.514 $284.251 $+284.251 $
LOCKHEED MARTIN CORPLMT286.844 $-9.119 $295.963 $+21.471 $274.492 $+24.120 $250.372 $+250.372 $
ROYAL BANK OF CANADARY293.413 $+39.875 $253.538 $+27.140 $226.398 $+226.398 $
STRYKER CORPSYK250.550 $-12.419 $262.969 $-17.928 $280.897 $+38.934 $241.963 $+241.963 $
NETFLIX INCNFLX228.310 $-26.701 $255.011 $+255.011 $
3M COMMM254.759 $+254.759 $
ENBRIDGE INCENB227.575 $-12.514 $240.089 $+24.456 $215.633 $+7.686 $207.947 $+207.947 $
CITIGROUP INCC230.039 $+230.039 $
ALLIANT ENERGY CORPLNT220.124 $-8.126 $228.250 $+23.499 $204.751 $-13.138 $217.889 $+217.889 $
ORACLE CORPORCL224.161 $+224.161 $
STARBUCKS CORPSBUX202.485 $-13.059 $215.544 $+215.544 $
BP PLCBP207.164 $+1.610 $205.554 $+3.997 $201.557 $+201.557 $
BOSTON SCIENTIFIC CORPBSX200.749 $+200.749 $
Canopy Growth CorpCGC3.388 $+3.388 $
264.787.101 $+8.823.491 $253.825.067 $+13.056.119 $243.177.151 $+20.913.539 $223.083.084 $+223.083.084 $
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