Investments: Core Wealth Advisors, 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. ($)
330.426.855 $+15.741.276 $315.222.190 $+36.412.164 $278.598.188 $+29.315.389 $249.739.238 $+249.739.238 $
BANK OF AMERICA CORP /DE/BAC305.901.658 $+14.191.432 $291.710.226 $+30.377.940 $261.332.286 $+26.773.057 $234.559.229 $+234.559.229 $
APPFOLIO INCAPPF4.962.846 $+363.180 $4.599.666 $+1.444.602 $3.155.064 $-42.664 $3.197.728 $+3.197.728 $
CATERPILLAR INCCAT2.974.005 $+483.577 $2.490.428 $+411.558 $2.078.870 $-339.466 $2.418.336 $+2.418.336 $
AMAZON COM INCAMZN2.360.191 $+172.125 $2.188.066 $-58.100 $2.246.166 $+95.042 $2.151.124 $+2.151.124 $
NVIDIA CORPNVDA2.016.078 $+93.360 $1.922.718 $+412.642 $1.510.076 $+555.352 $954.724 $+954.724 $
MICROSOFT CORPMSFT1.462.454 $-237.247 $1.699.701 $+447.503 $1.252.198 $+460.439 $791.759 $+791.759 $
ALPHA PRO TECH LTDAPT1.197.838 $+310.124 $887.714 $+435.015 $452.699 $+54.312 $398.387 $+398.387 $
BlackRock, Inc.BLK1.177.809 $-15.738 $1.193.547 $+244.045 $949.502 $+49.695 $899.807 $+899.807 $
CITIGROUP INCC903.344 $+320.730 $582.614 $+229.397 $353.217 $+353.217 $
MORGAN STANLEYMS889.579 $+20.372 $869.207 $+35.751 $833.456 $-50.706 $884.162 $+884.162 $
EXXON MOBIL CORPXOM810.731 $+60.154 $750.577 $+306.764 $443.813 $+125.556 $318.257 $+318.257 $
JPMORGAN CHASE & COJPM760.439 $+14.762 $745.677 $+238.624 $507.053 $+72.381 $434.672 $+434.672 $
CHEVRON CORPCVX644.389 $+50.871 $593.518 $+381.680 $211.838 $+211.838 $
JOHNSON & JOHNSONJNJ607.325 $+135.347 $471.978 $+81.247 $390.731 $+155.736 $234.995 $+234.995 $
NEXTERA ENERGY INCNEE518.930 $+97.243 $421.687 $+421.687 $
NETFLIX INCNFLX369.977 $-117.983 $487.960 $-28.944 $516.904 $+295.894 $221.010 $+221.010 $
Walmart Inc.WMT510.046 $+50.388 $459.658 $+35.136 $424.522 $+50.312 $374.210 $+374.210 $
PROCTER & GAMBLE CoPG306.118 $-144.394 $450.512 $+45.094 $405.418 $+121.102 $284.316 $+284.316 $
BERKSHIRE HATHAWAY INCBRK-B397.094 $-71 $397.165 $-11.368 $408.533 $+29.869 $378.664 $+378.664 $
SPS COMMERCE INCSPSC340.827 $-27.440 $368.267 $+368.267 $
Mastercard IncMA258.058 $-98.031 $356.089 $+24.520 $331.569 $+331.569 $
PEPSICO INCPEP323.781 $-355 $324.136 $+16.087 $308.049 $-28.866 $336.915 $+336.915 $
GENERAL ELECTRIC COGE271.682 $+24.408 $247.274 $+247.274 $
AMERICAN EXPRESS COAXP269.714 $+10.702 $259.012 $+40.543 $218.469 $+218.469 $
ORACLE CORPORCL266.897 $+59.417 $207.480 $+207.480 $
LOCKHEED MARTIN CORPLMT242.319 $-12.278 $254.597 $+23.027 $231.570 $+5.535 $226.035 $+226.035 $
SAIA INCSAIA244.601 $+244.601 $
3M COMMM219.337 $+6.740 $212.597 $+212.597 $
330.426.855 $+15.741.276 $315.222.190 $+36.412.164 $278.598.188 $+29.315.389 $249.739.238 $+249.739.238 $
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