Investments: Bernardo Wealth 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. ($)
446.956.060 $+13.767.926 $433.897.406 $+433.504.646 $392.760 $+37.769 $355.425 $+355.425 $
BANK OF AMERICA CORP /DE/BAC384.024.284 $+9.501.906 $374.522.378 $+374.180.430 $341.948 $+36.255 $305.693 $+305.693 $
BlackRock, Inc.BLK29.316.100 $+966.830 $28.349.270 $+28.324.795 $24.475 $+382 $24.093 $+24.093 $
APPFOLIO INCAPPF10.806.471 $+792.746 $10.013.725 $+10.005.716 $8.009 $-1.072 $9.081 $+9.081 $
AMAZON COM INCAMZN4.197.693 $+352.803 $3.844.890 $+3.841.050 $3.840 $+493 $3.347 $+3.347 $
ALPHA PRO TECH LTDAPT3.544.953 $+907.170 $2.637.783 $+2.635.961 $1.822 $+137 $1.685 $+1.685 $
NVIDIA CORPNVDA2.123.015 $+278.108 $1.844.907 $+1.843.523 $1.384 $+347 $1.037 $+1.037 $
MICROSOFT CORPMSFT2.028.446 $-73.898 $2.102.344 $+2.100.395 $1.949 $+616 $1.333 $+1.333 $
JOHNSON & JOHNSONJNJ1.425.269 $+184.995 $1.240.274 $+1.239.265 $1.009 $-68 $1.077 $+1.077 $
BERKSHIRE HATHAWAY INCBRK-B801.727 $+147.662 $654.065 $+653.445 $620 $-104 $724 $+724 $
JPMORGAN CHASE & COJPM801.384 $+31.237 $770.147 $+769.443 $704 $+127 $577 $+577 $
Walmart Inc.WMT793.736 $+70.000 $723.736 $+723.059 $677 $+61 $616 $+616 $
EXXON MOBIL CORPXOM705.126 $+51.721 $653.405 $+652.787 $618 $-58 $676 $+676 $
NETFLIX INCNFLX517.836 $-147.565 $665.401 $+664.673 $728 $+231 $497 $+497 $
CHEVRON CORPCVX642.036 $+20.792 $621.244 $+620.693 $551 $-83 $634 $+634 $
MCDONALDS CORPMCD571.196 $+5.808 $565.388 $+564.840 $548 $-34 $582 $+582 $
AbbVie Inc.ABBV444.809 $-489 $445.298 $+444.944 $354 $-35 $389 $+389 $
BOSTON SCIENTIFIC CORPBSX408.575 $-7.817 $416.392 $+415.893 $499 $+34 $465 $+465 $
SPS COMMERCE INCSPSC412.559 $+10.167 $402.392 $+402.079 $313 $+17 $296 $+296 $
ELI LILLY & CoLLY399.142 $+134.071 $265.071 $+264.842 $229 $+1 $228 $+228 $
ADVANCED MICRO DEVICES INCAMD355.720 $+355.720 $
ORACLE CORPORCL299.577 $-41.848 $341.425 $+341.160 $265 $+265 $
RTX CorpRTX333.866 $+33.106 $300.760 $+300.506 $254 $+25 $229 $+229 $
PROCTER & GAMBLE CoPG275.008 $-20.121 $295.129 $+294.826 $303 $-14 $317 $+317 $
SCHWAB CHARLES CORPSCHW292.936 $+14.832 $278.104 $+277.843 $261 $+44 $217 $+217 $
UNITEDHEALTH GROUP INCUNH233.200 $-40.426 $273.626 $+273.384 $242 $-194 $436 $+436 $
Strategy IncMSTR249.391 $+249.079 $312 $+98 $214 $+214 $
PALATIN TECHNOLOGIES INCPTNT241.207 $+21.573 $219.634 $+219.634 $
WEYERHAEUSER COWY240.463 $+240.216 $247 $-37 $284 $+284 $
Constellation Energy CorpCEG222.207 $+18.513 $203.694 $+203.694 $
Walt Disney CoDIS219.810 $-1.295 $221.105 $+220.861 $244 $+244 $
AMGEN INCAMGN209.580 $+209.376 $204 $+204 $
LOCKHEED MARTIN CORPLMT202.420 $-6.004 $208.424 $+208.424 $
ROPER TECHNOLOGIES INCROP203.661 $+203.428 $233 $-12 $245 $+245 $
MORGAN STANLEYMS106.172 $-1.747 $107.919 $+107.813 $106 $+106 $
GERON CORPGERN15.961 $+15.945 $16 $-3 $19 $+19 $
PPL CorpPPL230 $+230 $
446.956.060 $+13.767.926 $433.897.406 $+433.504.646 $392.760 $+37.769 $355.425 $+355.425 $
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