Investments: Tolleson Wealth Management, 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. ($)
598.187.654 $+48.676.214 $550.941.206 $+45.223.811 $505.502.765 $+58.686.334 $447.031.061 $+447.031.061 $
BANK OF AMERICA CORP /DE/BAC566.951.606 $+50.713.532 $516.238.074 $+38.586.668 $477.651.406 $+53.641.813 $424.009.593 $+424.009.593 $
BlackRock, Inc.BLK8.880.786 $+253.161 $8.627.625 $+607.231 $8.020.394 $+591.064 $7.429.330 $+7.429.330 $
Galaxy Digital Inc.GLXY3.242.200 $-1.660.250 $4.902.450 $+1.726.950 $3.175.500 $+3.175.500 $
GOLDMAN SACHS GROUP INCGS3.614.288 $+210.009 $3.404.279 $+282.850 $3.121.429 $+432.892 $2.688.537 $+2.688.537 $
Mastercard IncMA3.075.901 $+11.153 $3.064.748 $+37.015 $3.027.733 $+74.462 $2.953.271 $+2.953.271 $
MICROSOFT CORPMSFT2.561.735 $-481.739 $3.043.474 $+422.621 $2.620.853 $+662.068 $1.958.785 $+1.958.785 $
APPFOLIO INCAPPF2.097.944 $-585.092 $2.683.036 $+1.104.458 $1.578.578 $-125.159 $1.703.737 $+1.703.737 $
NVIDIA CORPNVDA1.717.665 $-829 $1.718.494 $+263.307 $1.455.187 $+230.489 $1.224.698 $+1.224.698 $
SPS COMMERCE INCSPSC1.117.991 $-592.175 $1.710.166 $+199.429 $1.510.737 $+82.715 $1.428.022 $+1.428.022 $
UNITEDHEALTH GROUP INCUNH972.834 $-73.080 $1.045.914 $+128.098 $917.816 $-623.057 $1.540.873 $+1.540.873 $
RED RIVER BANCSHARES INCRRBI974.958 $+974.958 $
AMAZON COM INCAMZN914.047 $-59.746 $973.793 $+105.009 $868.784 $+115.354 $753.430 $+753.430 $
iShares Bitcoin Trust ETFIBIT797.627 $+797.627 $
SYSCO CORPSYY582.741 $-68.404 $651.145 $+52.193 $598.952 $+5.536 $593.416 $+593.416 $
abrdn Gold ETF TrustSGOL405.665 $+405.665 $
BERKSHIRE HATHAWAY INCBRK-B260.875 $-131.262 $392.137 $+177.507 $214.630 $+214.630 $
CATERPILLAR INCCAT343.722 $+3.991 $339.731 $+106.805 $232.926 $+232.926 $
STARBUCKS CORPSBUX269.556 $-11.654 $281.210 $-12.098 $293.308 $-20.678 $313.986 $+313.986 $
BOEING COBA238.832 $-12.394 $251.226 $+20.743 $230.483 $+230.483 $
EXXON MOBIL CORPXOM248.065 $+248.065 $
KRONOS WORLDWIDE INCKRO141.639 $-42.299 $183.938 $-14.741 $198.679 $-20.074 $218.753 $+218.753 $
JOHNSON & JOHNSONJNJ206.743 $+206.743 $
598.187.654 $+48.676.214 $550.941.206 $+45.223.811 $505.502.765 $+58.686.334 $447.031.061 $+447.031.061 $
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