Investments: SUMMIT WEALTH & RETIREMENT PLANNING, INC.

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. ($)
394.339.398 $+14.928.319 $379.411.079 $+32.287.301 $347.123.778 $+41.230.552 $306.107.293 $+306.107.293 $
BANK OF AMERICA CORP /DE/BAC353.710.841 $+12.686.783 $341.024.058 $+26.810.305 $314.213.753 $+32.140.617 $282.073.136 $+282.073.136 $
APPFOLIO INCAPPF6.708.196 $-327.023 $7.035.219 $+1.236.256 $5.798.963 $-460.035 $6.258.998 $+6.258.998 $
ALPHA PRO TECH LTDAPT6.496.145 $+1.504.773 $4.991.372 $+1.351.193 $3.640.179 $+864.640 $2.775.539 $+2.775.539 $
MICROSOFT CORPMSFT5.355.608 $-324.750 $5.680.358 $+225.263 $5.455.095 $+1.964.719 $3.490.376 $+3.490.376 $
JPMORGAN CHASE & COJPM2.602.571 $+9.736 $2.592.835 $+209.775 $2.383.060 $+366.694 $2.016.366 $+2.016.366 $
NVIDIA CORPNVDA2.106.331 $+31.375 $2.074.956 $+310.050 $1.764.906 $+573.376 $1.191.530 $+1.191.530 $
BERKSHIRE HATHAWAY INCBRK-B1.926.657 $-31.013 $1.957.670 $+71.425 $1.886.245 $+810.966 $1.075.279 $+1.075.279 $
COPART INCCPRT933.649 $-138.796 $1.072.445 $-98.758 $1.171.203 $-179.487 $1.350.690 $+1.350.690 $
AQR CAPITAL MANAGEMENT LLC1.338.203 $+27.089 $1.311.114 $+1.311.114 $
ELI LILLY & CoLLY1.098.323 $+302.514 $795.809 $+13.161 $782.648 $+288.754 $493.894 $+493.894 $
AMAZON COM INCAMZN1.044.230 $+137.625 $906.605 $+744 $905.861 $+197.713 $708.148 $+708.148 $
EXXON MOBIL CORPXOM763.484 $+48.154 $715.330 $-28.317 $743.647 $-72.022 $815.669 $+815.669 $
AbbVie Inc.ABBV794.917 $-5.517 $800.434 $+158.746 $641.688 $+261.828 $379.860 $+379.860 $
RTX CorpRTX681.514 $+62.058 $619.456 $+78.890 $540.566 $+540.566 $
Simpson Manufacturing Co., Inc.SSD622.790 $-23.103 $645.893 $+46.862 $599.031 $-6.827 $605.858 $+605.858 $
Mastercard IncMA645.665 $+18.836 $626.829 $+7.571 $619.258 $+619.258 $
STATE STREET CORPSTT536.553 $+38.406 $498.147 $+41.523 $456.624 $+96.534 $360.090 $+360.090 $
Palo Alto Networks IncPANW473.026 $-42.133 $515.159 $-2.580 $517.739 $+86.020 $431.719 $+431.719 $
STRYKER CORPSYK452.537 $-23.434 $475.971 $-38.568 $514.539 $+514.539 $
MORGAN STANLEYMS500.990 $+55.902 $445.088 $+50.680 $394.408 $+394.408 $
CHIPOTLE MEXICAN GRILL INCCMG200.540 $-11.870 $212.410 $-242.405 $454.815 $+48.114 $406.701 $+406.701 $
JOHNSON & JOHNSONJNJ436.044 $+47.960 $388.084 $+68.225 $319.859 $-19.450 $339.309 $+339.309 $
SCHWAB CHARLES CORPSCHW433.221 $+22.402 $410.819 $+18.750 $392.069 $+152.445 $239.624 $+239.624 $
ORACLE CORPORCL288.897 $-127.677 $416.574 $+92.738 $323.836 $+323.836 $
BROWN FORMAN CORPBF-A370.026 $+370.026 $
PROCTER & GAMBLE CoPG313.790 $-22.640 $336.430 $-14.167 $350.597 $-8.748 $359.345 $+359.345 $
SEMPRASRE352.193 $-6.741 $358.934 $+56.684 $302.250 $+302.250 $
iShares Bitcoin Trust ETFIBIT348.940 $+25.825 $323.115 $+323.115 $
Walt Disney CoDIS315.623 $-5.918 $321.541 $-25.342 $346.883 $+80.963 $265.920 $+265.920 $
ADVANCED MICRO DEVICES INCAMD338.159 $+86.576 $251.583 $+18.583 $233.000 $+233.000 $
UNITEDHEALTH GROUP INCUNH315.255 $-8.291 $323.546 $+31.230 $292.316 $+292.316 $
Trane Technologies plcTT271.662 $-31.727 $303.389 $-11.109 $314.498 $+314.498 $
GENERAL ELECTRIC COGE298.923 $+66.258 $232.665 $+232.665 $
DEERE & CODE265.375 $+7.023 $258.352 $-28.945 $287.297 $+287.297 $
AMGEN INCAMGN267.101 $+28.628 $238.473 $+1.410 $237.063 $-18.112 $255.175 $+255.175 $
MCDONALDS CORPMCD254.601 $+4.185 $250.416 $+10.534 $239.882 $+239.882 $
CATERPILLAR INCCAT244.615 $+244.615 $
TORONTO DOMINION BANKTD232.203 $+232.203 $
CHEVRON CORPCVX214.067 $+214.067 $
394.339.398 $+14.928.319 $379.411.079 $+32.287.301 $347.123.778 $+41.230.552 $306.107.293 $+306.107.293 $
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