Investments: VERITY Wealth Advisors

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. ($)
91.655.057 $+2.411.508 $89.445.452 $+5.061.610 $84.383.842 $+7.909.227 $76.474.615 $+76.474.615 $
BANK OF AMERICA CORP /DE/BAC65.251.079 $+2.015.980 $63.235.099 $+3.733.130 $59.501.969 $+5.592.078 $53.909.891 $+53.909.891 $
BlackRock, Inc.BLK12.775.496 $+1.081.044 $11.694.452 $-225.881 $11.920.333 $+1.731.122 $10.189.211 $+10.189.211 $
MICROSOFT CORPMSFT3.036.650 $-1.226.079 $4.262.729 $+169.045 $4.093.684 $+662.244 $3.431.440 $+3.431.440 $
JOHNSON & JOHNSONJNJ1.462.102 $+152.110 $1.309.992 $+230.813 $1.079.179 $-92.481 $1.171.660 $+1.171.660 $
CINTAS CORPCTAS1.057.706 $-96.676 $1.154.382 $-99.039 $1.253.421 $+72.446 $1.180.975 $+1.180.975 $
GENERAL ELECTRIC COGE1.149.876 $+26.915 $1.122.961 $+162.124 $960.837 $+213.677 $747.160 $+747.160 $
ALLIANT ENERGY CORPLNT1.068.959 $-39.464 $1.108.423 $+114.115 $994.308 $-63.799 $1.058.107 $+1.058.107 $
PEPSICO INCPEP981.246 $+21.058 $960.188 $+57.431 $902.757 $-122.383 $1.025.140 $+1.025.140 $
BERKSHIRE HATHAWAY INCBRK-B922.363 $-165 $922.528 $+31.140 $891.388 $-85.896 $977.284 $+977.284 $
EXXON MOBIL CORPXOM955.500 $+60.265 $895.235 $+39.303 $855.932 $-88.372 $944.304 $+944.304 $
STATE STREET CORPSTT640.406 $+64.532 $575.874 $+48.002 $527.872 $+83.445 $444.427 $+444.427 $
APPFOLIO INCAPPF630.171 $+39.939 $590.232 $+114.648 $475.584 $-39.313 $514.897 $+514.897 $
ALPHA PRO TECH LTDAPT520.236 $+316.032 $204.204 $+204.204 $
AMAZON COM INCAMZN410.860 $+20.025 $390.835 $+321 $390.514 $+51.851 $338.663 $+338.663 $
INTEL CORPINTC311.731 $+28.301 $283.430 $+283.430 $
AT&T INC.T247.456 $-33.871 $281.327 $-6.973 $288.300 $+6.575 $281.725 $+281.725 $
VERIZON COMMUNICATIONS INCVZ233.220 $-18.438 $251.658 $+3.894 $247.764 $-11.967 $259.731 $+259.731 $
AbbVie Inc.ABBV201.903 $+201.903 $
91.655.057 $+2.411.508 $89.445.452 $+5.061.610 $84.383.842 $+7.909.227 $76.474.615 $+76.474.615 $
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