Investments: COLTON GROOME FINANCIAL 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. ($)
332.624.681 $+22.274.076 $310.778.621 $+29.226.503 $282.064.235 $+34.263.982 $247.800.253 $+247.800.253 $
BANK OF AMERICA CORP /DE/BAC261.404.080 $+23.018.288 $238.385.792 $+21.758.610 $216.627.182 $+24.883.457 $191.743.725 $+191.743.725 $
BlackRock, Inc.BLK25.834.211 $-6.298.052 $32.132.263 $+2.158.761 $29.973.502 $+3.603.345 $26.370.157 $+26.370.157 $
APPFOLIO INCAPPF7.776.283 $+863.588 $6.912.695 $+1.444.094 $5.468.601 $-94.649 $5.563.250 $+5.563.250 $
MICROSOFT CORPMSFT7.332.510 $+135.773 $7.196.737 $+319.774 $6.876.963 $+1.455.766 $5.421.197 $+5.421.197 $
ALPHA PRO TECH LTDAPT4.384.977 $+1.458.282 $2.926.695 $+910.013 $2.016.682 $+1.289.508 $727.174 $+727.174 $
KLA CORPKLAC3.289.222 $+430.932 $2.858.290 $+369.924 $2.488.366 $+497.645 $1.990.721 $+1.990.721 $
JPMORGAN CHASE & COJPM1.998.444 $+204.874 $1.793.570 $+169.172 $1.624.398 $+279.939 $1.344.459 $+1.344.459 $
Walmart Inc.WMT1.843.749 $+210.534 $1.633.215 $+96.874 $1.536.341 $+82.821 $1.453.520 $+1.453.520 $
AMGEN INCAMGN1.826.717 $+296.911 $1.529.806 $+72.051 $1.457.755 $+213.199 $1.244.556 $+1.244.556 $
BERKSHIRE HATHAWAY INCBRK-B1.819.915 $+545.379 $1.274.536 $+94.456 $1.180.080 $-116.383 $1.296.463 $+1.296.463 $
Medtronic plcMDT1.629.204 $+82.861 $1.546.343 $+182.457 $1.363.886 $+211.381 $1.152.505 $+1.152.505 $
AMAZON COM INCAMZN1.484.403 $+255.031 $1.229.372 $+65.947 $1.163.425 $+251.468 $911.957 $+911.957 $
Eaton Corp plcETN1.154.925 $-159.825 $1.314.750 $+70.274 $1.244.476 $+184.442 $1.060.034 $+1.060.034 $
AFLAC INCAFL1.169.083 $+57.221 $1.111.862 $+62.113 $1.049.749 $-32.052 $1.081.801 $+1.081.801 $
SCHWAB CHARLES CORPSCHW1.096.512 $+144.199 $952.313 $+64.092 $888.221 $+129.980 $758.241 $+758.241 $
ORACLE CORPORCL719.413 $-316.113 $1.035.526 $+269.665 $765.861 $+342.716 $423.145 $+423.145 $
SPS COMMERCE INCSPSC897.642 $+185.636 $712.006 $+141.364 $570.642 $+1.985 $568.657 $+568.657 $
PEPSICO INCPEP804.439 $+120.908 $683.531 $-9.159 $692.690 $+135.719 $556.971 $+556.971 $
EMERSON ELECTRIC COEMR747.612 $+118.997 $628.615 $+14.364 $614.251 $+159.440 $454.811 $+454.811 $
Mastercard IncMA737.006 $+280.820 $456.186 $+39.788 $416.398 $+416.398 $
NVIDIA CORPNVDA483.597 $+39.722 $443.875 $+207.205 $236.670 $-89.764 $326.434 $+326.434 $
BALL CorpBALL442.194 $+9.086 $433.108 $-48.425 $481.533 $+60.819 $420.714 $+420.714 $
EXXON MOBIL CORPXOM453.672 $-3.069 $456.741 $+42.798 $413.943 $+8.332 $405.611 $+405.611 $
COCA COLA COKO427.220 $+34.009 $393.211 $-16.361 $409.572 $-10.420 $419.992 $+419.992 $
STRYKER CORPSYK350.767 $-44.041 $394.808 $-22.582 $417.390 $+22.904 $394.486 $+394.486 $
JOHNSON & JOHNSONJNJ364.646 $+57.961 $306.685 $+69.006 $237.679 $-5.539 $243.218 $+243.218 $
ELI LILLY & CoLLY272.836 $-86.744 $359.580 $+359.580 $
PROCTER & GAMBLE CoPG284.040 $-7.280 $291.320 $-26.523 $317.843 $-6.484 $324.327 $+324.327 $
PFIZER INCPFE295.488 $-6.883 $302.371 $+14.715 $287.656 $-2.017 $289.673 $+289.673 $
CUMMINS INCCMI296.061 $+55.310 $240.751 $+240.751 $
SYSCO CORPSYY242.735 $-47.925 $290.660 $+17.466 $273.194 $+15.654 $257.540 $+257.540 $
AbbVie Inc.ABBV273.960 $+273.960 $
CLEAN HARBORS INCCLH257.928 $+2.486 $255.442 $+1.144 $254.298 $+18.964 $235.334 $+235.334 $
AMERICAN EXPRESS COAXP253.416 $+25.886 $227.530 $+24.659 $202.871 $+202.871 $
MORGAN STANLEYMS248.610 $+248.610 $
UNITEDHEALTH GROUP INCUNH239.281 $+239.281 $
ISHARES GOLD TRUSTIAU217.437 $+217.437 $
SOUTHERN COSO210.579 $+210.579 $
332.624.681 $+22.274.076 $310.778.621 $+29.226.503 $282.064.235 $+34.263.982 $247.800.253 $+247.800.253 $
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