Investments: Fiduciary Planning 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. ($)
267.201.130 $+1.976.929 $266.015.200 $+20.694.263 $245.320.937 $-1.124.672 $246.696.987 $+246.696.987 $
BANK OF AMERICA CORP /DE/BAC181.091.373 $+756.712 $180.334.661 $+17.202.506 $163.132.155 $+2.684.057 $160.448.098 $+160.448.098 $
MORGAN STANLEYMS28.426.184 $+560.972 $27.865.212 $+506.146 $27.359.066 $-1.373.853 $28.732.919 $+28.732.919 $
CITIGROUP INCC24.381.511 $+330.818 $24.050.693 $-151.984 $24.202.677 $-2.619.587 $26.822.264 $+26.822.264 $
BlackRock, Inc.BLK7.658.403 $+37.070 $7.621.333 $+222.329 $7.399.004 $-807.015 $8.206.019 $+8.206.019 $
AMAZON COM INCAMZN3.738.361 $+118.310 $3.620.051 $-53.635 $3.673.686 $+460.385 $3.213.301 $+3.213.301 $
APPFOLIO INCAPPF3.256.687 $+226.925 $3.029.762 $+427.490 $2.602.272 $-753.239 $3.355.511 $+3.355.511 $
MICROSOFT CORPMSFT3.100.747 $-246.159 $3.346.906 $+49.754 $3.297.152 $+493.147 $2.804.005 $+2.804.005 $
NVIDIA CORPNVDA3.070.879 $-35.242 $3.106.121 $+296.893 $2.809.228 $+202.895 $2.606.333 $+2.606.333 $
ALPHA PRO TECH LTDAPT2.337.076 $+584.508 $1.752.568 $+430.756 $1.321.812 $-114.894 $1.436.706 $+1.436.706 $
JPMORGAN CHASE & COJPM1.535.280 $+48.541 $1.486.739 $+122.234 $1.364.505 $+196.252 $1.168.253 $+1.168.253 $
COPART INCCPRT287.792 $-614.216 $902.008 $-199.810 $1.101.818 $-326.627 $1.428.445 $+1.428.445 $
iShares Bitcoin Trust ETFIBIT1.012.115 $-348.075 $1.360.190 $+97.917 $1.262.273 $+376.815 $885.458 $+885.458 $
JOHNSON & JOHNSONJNJ929.796 $+97.901 $831.895 $+191.367 $640.528 $-53.542 $694.070 $+694.070 $
EXXON MOBIL CORPXOM897.148 $+59.070 $838.078 $+118.480 $719.598 $-75.770 $795.368 $+795.368 $
3M COMMM869.983 $+26.735 $843.248 $+51.600 $791.648 $+27.976 $763.672 $+763.672 $
WELLS FARGO & COMPANY/MNWFC718.426 $-53.261 $771.687 $-48.508 $820.195 $-8.693 $828.888 $+828.888 $
PALATIN TECHNOLOGIES INCPTNT707.445 $+11.695 $695.750 $+61.453 $634.297 $+189.425 $444.872 $+444.872 $
ELI LILLY & CoLLY652.888 $+202.568 $450.320 $-4.748 $455.068 $+26.667 $428.401 $+428.401 $
Strategy IncMSTR523.913 $-125.280 $649.193 $+180.754 $468.439 $+468.439 $
MICRON TECHNOLOGY INCMU533.201 $+240.712 $292.489 $+50.046 $242.443 $+242.443 $
TREX CO INCTREX224.512 $-106.176 $330.688 $-17.344 $348.032 $-23.808 $371.840 $+371.840 $
CHEVRON CORPCVX286.518 $-5.327 $291.845 $+22.817 $269.028 $-48.166 $317.194 $+317.194 $
IREN LtdIREN312.225 $+312.225 $
CONOCOPHILLIPSCOP215.732 $-69.039 $284.771 $+284.771 $
BERKSHIRE HATHAWAY INCBRK-B215.134 $-36.244 $251.378 $+251.378 $
SOUTHERN COSO213.902 $-18.569 $232.471 $+7.212 $225.259 $-294 $225.553 $+225.553 $
PFIZER INCPFE211.603 $-4.174 $215.777 $+215.777 $
AbbVie Inc.ABBV213.252 $-2.221 $215.473 $+215.473 $
RTX CorpRTX211.938 $+211.938 $
Phillips 66PSX206.239 $+206.239 $
MCDONALDS CORPMCD203.244 $+1.157 $202.087 $+202.087 $
267.201.130 $+1.976.929 $266.015.200 $+20.694.263 $245.320.937 $-1.124.672 $246.696.987 $+246.696.987 $
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