Investments: MARKET STREET WEALTH MANAGEMENT ADVISORS 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. ($)
202.489.924 $+4.445.051 $198.279.861 $+4.620.643 $193.659.218 $+7.279.999 $186.379.219 $+186.379.219 $
BANK OF AMERICA CORP /DE/BAC155.799.325 $-3.110.101 $158.909.426 $+1.882.394 $157.027.032 $+4.674.914 $152.352.118 $+152.352.118 $
ELI LILLY & CoLLY18.141.196 $+6.164.050 $11.977.146 $-292.100 $12.269.246 $-828.999 $13.098.245 $+13.098.245 $
BlackRock, Inc.BLK10.192.465 $-172.267 $10.364.732 $+159.758 $10.204.974 $+102.780 $10.102.194 $+10.102.194 $
APPFOLIO INCAPPF4.392.390 $+421.659 $3.970.731 $+997.468 $2.973.263 $-233.906 $3.207.169 $+3.207.169 $
NVIDIA CORPNVDA3.126.675 $+53.328 $3.073.347 $+596.538 $2.476.809 $+918.305 $1.558.504 $+1.558.504 $
MICROSOFT CORPMSFT2.828.696 $-112.590 $2.941.286 $+192.745 $2.748.541 $+1.171.264 $1.577.277 $+1.577.277 $
ALPHA PRO TECH LTDAPT2.217.820 $+605.585 $1.612.235 $+467.787 $1.144.448 $+401.712 $742.736 $+742.736 $
AMAZON COM INCAMZN1.595.197 $+58.646 $1.536.551 $+76.730 $1.459.821 $+213.237 $1.246.584 $+1.246.584 $
JPMORGAN CHASE & COJPM1.262.881 $+25.716 $1.237.165 $+105.356 $1.131.809 $+318.149 $813.660 $+813.660 $
GENERAL ELECTRIC COGE625.301 $+23.661 $601.640 $+87.632 $514.008 $+132.522 $381.486 $+381.486 $
PROCTER & GAMBLE CoPG303.387 $+2.848 $300.539 $-150.177 $450.716 $-70.599 $521.315 $+521.315 $
BERKSHIRE HATHAWAY INCBRK-B462.941 $+46.672 $416.269 $-6.837 $423.106 $+13.019 $410.087 $+410.087 $
Duke Energy CORPDUK331.219 $-54.987 $386.206 $+23.019 $363.187 $-4.657 $367.844 $+367.844 $
PALATIN TECHNOLOGIES INCPTNT282.978 $+2.234 $280.744 $+78.990 $201.754 $+201.754 $
Walmart Inc.WMT280.720 $+280.720 $
NETFLIX INCNFLX234.988 $-35.516 $270.504 $+270.504 $
ISHARES GOLD TRUSTIAU222.649 $-7.668 $230.317 $+230.317 $
CUMMINS INCCMI222.556 $+16.017 $206.539 $+206.539 $
AbbVie Inc.ABBV201.528 $+201.528 $
202.489.924 $+4.445.051 $198.279.861 $+4.620.643 $193.659.218 $+7.279.999 $186.379.219 $+186.379.219 $
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