Investments: Wolff Financial Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
310.682.799 $+11.538.092 $299.144.707 $+298.880.786 $263.921 $+12.148 $251.773 $+251.773 $
BANK OF AMERICA CORP /DE/BAC268.026.424 $+7.631.398 $260.395.026 $+260.168.862 $226.164 $+11.430 $214.734 $+214.734 $
ELI LILLY & CoLLY8.808.146 $+2.554.898 $6.253.248 $+6.246.698 $6.550 $-723 $7.273 $+7.273 $
APPFOLIO INCAPPF4.776.902 $+302.998 $4.473.904 $+4.469.856 $4.048 $-289 $4.337 $+4.337 $
STRYKER CORPSYK3.256.622 $-122.481 $3.379.103 $+3.375.099 $4.004 $+651 $3.353 $+3.353 $
MICROSOFT CORPMSFT3.139.754 $-222.314 $3.362.068 $+3.358.845 $3.223 $+829 $2.394 $+2.394 $
CATERPILLAR INCCAT2.846.018 $+459.314 $2.386.704 $+2.384.762 $1.942 $+292 $1.650 $+1.650 $
BERKSHIRE HATHAWAY INCBRK-B1.660.756 $+43.944 $1.616.812 $+1.615.250 $1.562 $-47 $1.609 $+1.609 $
PROCTER & GAMBLE CoPG1.452.939 $-104.266 $1.557.205 $+1.555.590 $1.615 $-111 $1.726 $+1.726 $
MCDONALDS CORPMCD1.513.193 $+8.615 $1.504.578 $+1.503.126 $1.452 $-100 $1.552 $+1.552 $
CHEVRON CORPCVX1.203.487 $-22.168 $1.225.655 $+1.224.524 $1.131 $-349 $1.480 $+1.480 $
PFIZER INCPFE1.080.916 $-22.270 $1.103.186 $+1.102.138 $1.048 $-43 $1.091 $+1.091 $
JPMORGAN CHASE & COJPM1.034.004 $+21.789 $1.012.215 $+1.011.284 $931 $+144 $787 $+787 $
VERIZON COMMUNICATIONS INCVZ954.025 $-75.016 $1.029.041 $+1.027.888 $1.153 $-132 $1.285 $+1.285 $
RTX CorpRTX914.950 $+80.472 $834.478 $+833.740 $738 $+69 $669 $+669 $
PEPSICO INCPEP850.817 $+18.259 $832.558 $+831.775 $783 $-105 $888 $+888 $
SPS COMMERCE INCSPSC845.329 $+87.111 $758.218 $+757.568 $650 $+50 $600 $+600 $
ALPHA PRO TECH LTDAPT824.772 $+184.479 $640.293 $+639.829 $464 $+67 $397 $+397 $
COCA COLA COKO772.845 $+40.325 $732.520 $+731.739 $781 $-5 $786 $+786 $
UNITED PARCEL SERVICE INCUPS750.253 $+119.140 $631.113 $+630.350 $763 $-66 $829 $+829 $
TORONTO DOMINION BANKTD732.028 $+110.737 $621.291 $+620.720 $571 $+105 $466 $+466 $
Duke Energy CORPDUK563.780 $-31.458 $595.238 $+594.669 $569 $-18 $587 $+587 $
WESTERN DIGITAL CORPWDC556.260 $+168.586 $387.674 $+387.467 $207 $+207 $
NATIONAL FUEL GAS CONFG454.581 $-69.896 $524.477 $+523.996 $481 $+31 $450 $+450 $
AMAZON COM INCAMZN507.573 $+24.739 $482.834 $+482.352 $482 $+69 $413 $+413 $
LOCKHEED MARTIN CORPLMT475.645 $-15.127 $490.772 $+490.315 $457 $-107 $564 $+564 $
BlackRock, Inc.BLK427.124 $+1.732 $425.392 $+424.965 $427 $+47 $380 $+380 $
AMGEN INCAMGN380.334 $+52.418 $327.916 $+327.592 $324 $-165 $489 $+489 $
GENERAL DYNAMICS CORPGD324.204 $-4.179 $328.383 $+328.101 $282 $+20 $262 $+262 $
JOHNSON & JOHNSONJNJ301.004 $+31.315 $269.689 $+269.465 $224 $-1 $225 $+225 $
TotalEnergies SETTE276.334 $+24.203 $252.131 $+251.871 $260 $-13 $273 $+273 $
Sandisk CorpSNDK255.184 $+255.184 $
Phillips 66PSX234.208 $-12.668 $246.876 $+246.659 $217 $-7 $224 $+224 $
Walmart Inc.WMT244.909 $+18.356 $226.553 $+226.336 $217 $+217 $
NVIDIA CORPNVDA237.479 $-77 $237.556 $+237.355 $201 $+201 $
310.682.799 $+11.538.092 $299.144.707 $+298.880.786 $263.921 $+12.148 $251.773 $+251.773 $
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