Investments: Opes Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
538.977.799 $+34.707.052 $504.484.308 $+504.484.308 $
BANK OF AMERICA CORP /DE/BAC333.251.221 $+10.168.210 $323.083.011 $+323.083.011 $
APPFOLIO INCAPPF120.823.962 $+13.004.140 $107.819.822 $+107.819.822 $
BlackRock, Inc.BLK34.660.245 $+1.602.228 $33.058.017 $+33.058.017 $
ALPHA PRO TECH LTDAPT8.854.993 $+3.243.160 $5.611.833 $+5.611.833 $
NVIDIA CORPNVDA8.731.022 $+2.693.369 $6.037.653 $+6.037.653 $
MORGAN STANLEYMS6.320.182 $+360.675 $5.959.507 $+5.959.507 $
MICROSOFT CORPMSFT5.942.051 $+65.349 $5.876.702 $+5.876.702 $
CITIGROUP INCC3.723.998 $+66.605 $3.657.393 $+3.657.393 $
CATERPILLAR INCCAT2.792.741 $+417.011 $2.375.730 $+2.375.730 $
AMAZON COM INCAMZN1.749.846 $+60.864 $1.688.982 $+1.688.982 $
GOLDMAN SACHS GROUP INCGS1.670.463 $+1.670.463 $
NETFLIX INCNFLX1.524.631 $+663.806 $860.825 $+860.825 $
ALBEMARLE CORPALB1.300.965 $+682.244 $618.721 $+618.721 $
JOHNSON & JOHNSONJNJ1.233.008 $-58.998 $1.292.006 $+1.292.006 $
DANA IncDAN1.059.530 $-8.702 $1.068.232 $+1.068.232 $
ADVANCED MICRO DEVICES INCAMD632.843 $+167.697 $465.146 $+465.146 $
ORACLE CORPORCL310.687 $-212.701 $523.388 $+523.388 $
PALATIN TECHNOLOGIES INCPTNT513.520 $-8.019 $521.539 $+521.539 $
ELI LILLY & CoLLY443.017 $+124.707 $318.310 $+318.310 $
AKAMAI TECHNOLOGIES INCAKAM385.383 $+28.023 $357.360 $+357.360 $
INTEL CORPINTC347.736 $-16.442 $364.178 $+364.178 $
KLA CORPKLAC363.309 $+134.646 $228.663 $+228.663 $
Sony Group CorpSONY306.688 $-37.784 $344.472 $+344.472 $
NEXTERA ENERGY INCNEE341.672 $+17.744 $323.928 $+323.928 $
Walt Disney CoDIS254.048 $-72.803 $326.851 $+326.851 $
RTX CorpRTX268.498 $+3.280 $265.218 $+265.218 $
Walmart Inc.WMT249.781 $-13.743 $263.524 $+263.524 $
PEPSICO INCPEP251.749 $-4.849 $256.598 $+256.598 $
JPMORGAN CHASE & COJPM244.503 $-1.964 $246.467 $+246.467 $
GENERAL DYNAMICS CORPGD219.502 $-12.037 $231.539 $+231.539 $
CHEVRON CORPCVX206.005 $-19.127 $225.132 $+225.132 $
XCEL ENERGY INCXEL213.561 $+213.561 $
538.977.799 $+34.707.052 $504.484.308 $+504.484.308 $
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