Investments: MONOGRAPH WEALTH 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. ($)
254.302.772 $-6.620.747 $263.316.653 $+79.804.087 $183.512.566 $+31.382.076 $152.332.592 $+152.332.592 $
BANK OF AMERICA CORP /DE/BAC119.145.344 $-2.827.221 $121.972.565 $+47.945.758 $74.026.807 $+11.870.141 $62.156.666 $+62.156.666 $
APPFOLIO INCAPPF29.019.641 $-2.451.300 $31.470.941 $+11.397.898 $20.073.043 $-1.175.639 $21.248.682 $+21.248.682 $
BlackRock, Inc.BLK30.850.024 $+1.430.723 $29.419.301 $+334.119 $29.085.182 $+4.733.533 $24.351.649 $+24.351.649 $
NVIDIA CORPNVDA15.240.273 $-2.160.329 $17.400.602 $-3.274.690 $20.675.292 $+6.889.328 $13.785.964 $+13.785.964 $
ALPHA PRO TECH LTDAPT18.057.103 $+1.650.211 $16.406.892 $+5.109.603 $11.297.289 $+1.986.332 $9.310.957 $+9.310.957 $
MICROSOFT CORPMSFT12.352.603 $-1.184.187 $13.536.790 $+7.514.410 $6.022.380 $+1.796.920 $4.225.460 $+4.225.460 $
AMAZON COM INCAMZN9.099.848 $-305.433 $9.405.281 $+4.452.903 $4.952.378 $+1.452.545 $3.499.833 $+3.499.833 $
JPMORGAN CHASE & COJPM5.264.178 $+111.883 $5.152.295 $+5.152.295 $
Strategy IncMSTR446.187 $-499.954 $946.141 $-2.269.509 $3.215.650 $+922.462 $2.293.188 $+2.293.188 $
CATERPILLAR INCCAT1.695.122 $+283.235 $1.411.887 $+262.785 $1.149.102 $+173.224 $975.878 $+975.878 $
ISHARES GOLD TRUSTIAU1.660.576 $+159.549 $1.501.027 $+1.123.312 $377.715 $+69.236 $308.479 $+308.479 $
FASTENAL COFAST1.319.956 $-293.068 $1.613.024 $+231.560 $1.381.464 $+106.077 $1.275.387 $+1.275.387 $
Walt Disney CoDIS1.404.332 $+1.404 $1.402.928 $-123.510 $1.526.438 $+318.094 $1.208.344 $+1.208.344 $
DEERE & CODE1.074.537 $+19.113 $1.055.424 $-117.829 $1.173.253 $+90.022 $1.083.231 $+1.083.231 $
NETFLIX INCNFLX878.531 $-244.857 $1.123.388 $+210.101 $913.287 $+288.492 $624.795 $+624.795 $
BERKSHIRE HATHAWAY INCBRK-B834.902 $-217.333 $1.052.235 $+21.917 $1.030.318 $-57.743 $1.088.061 $+1.088.061 $
ADVANCED MICRO DEVICES INCAMD871.239 $+105.405 $765.834 $+765.834 $
PROCTER & GAMBLE CoPG795.371 $-57.387 $852.758 $+852.758 $
MICROCHIP TECHNOLOGY INCMCHP764.640 $-6.000 $770.640 $-74.926 $845.566 $+264.646 $580.920 $+580.920 $
INTEL CORPINTC778.574 $+258.303 $520.271 $+520.271 $
JOHNSON & JOHNSONJNJ772.751 $+12.714 $760.037 $+130.401 $629.636 $-63.409 $693.045 $+693.045 $
COCA COLA COKO555.715 $-29.315 $585.030 $-43.945 $628.975 $-2.451 $631.426 $+631.426 $
SCHWAB CHARLES CORPSCHW581.276 $+25.832 $555.444 $+24.336 $531.108 $+75.675 $455.433 $+455.433 $
UNITEDHEALTH GROUP INCUNH362.929 $-16.686 $379.615 $+71.284 $308.331 $-198.288 $506.619 $+506.619 $
SOUTHERN COSO480.958 $+13.727 $467.231 $+467.231 $
LOCKHEED MARTIN CORPLMT447.207 $-14.369 $461.576 $+33.351 $428.225 $+18.130 $410.095 $+410.095 $
Booking Holdings Inc.BKNG407.005 $-3.340 $410.345 $-29.637 $439.982 $+89.857 $350.125 $+350.125 $
KORN FERRYKFY275.177 $-16.386 $291.563 $-11.877 $303.440 $+20.773 $282.667 $+282.667 $
TARGET CORPTGT239.347 $-13.969 $253.316 $-25.226 $278.542 $-16.072 $294.614 $+294.614 $
EXXON MOBIL CORPXOM238.995 $-1.163 $240.158 $+6.987 $233.171 $-34.897 $268.068 $+268.068 $
ORACLE CORPORCL262.363 $+262.363 $
PALATIN TECHNOLOGIES INCPTNT257.738 $+11.471 $246.267 $+246.267 $
Mastercard IncMA230.077 $+834 $229.243 $-3.413 $232.656 $+11.752 $220.904 $+220.904 $
ASML HOLDING NVASML202.102 $+202.102 $
CITIGROUP INCC31.387 $+14.581 $16.806 $+16.806 $
254.302.772 $-6.620.747 $263.316.653 $+79.804.087 $183.512.566 $+31.382.076 $152.332.592 $+152.332.592 $
Erweiterte Einstellungen ×