Investments: Laidlaw Wealth Management 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. ($)
32.308.723 $-4.822.474 $40.893.806 $+8.125.011 $33.935.222 $+277.414 $33.944.225 $+33.944.225 $
BANK OF AMERICA CORP /DE/BAC14.924.176 $-1.802.451 $16.726.627 $+3.728.667 $12.997.960 $-778.022 $13.775.982 $+13.775.982 $
NVIDIA CORPNVDA3.005.383 $-831.547 $3.836.930 $+266.600 $3.570.330 $+975.890 $2.594.440 $+2.594.440 $
APPFOLIO INCAPPF3.604.106 $+190.742 $3.413.364 $+670.207 $2.743.157 $-697.001 $3.440.158 $+3.440.158 $
MICROSOFT CORPMSFT2.182.577 $-1.247.806 $3.430.383 $+191.746 $3.238.637 $+385.298 $2.853.339 $+2.853.339 $
BERKSHIRE HATHAWAY INCBRK-B672.546 $-112.734 $785.280 $-4.582 $789.862 $-799.357 $1.589.219 $+1.589.219 $
AMAZON COM INCAMZN592.515 $-521.364 $1.113.879 $+32.725 $1.081.154 $-443.399 $1.524.553 $+1.524.553 $
MORGAN STANLEYMS1.359.439 $+254.934 $1.104.505 $-209.405 $1.313.910 $+1.313.910 $
PALATIN TECHNOLOGIES INCPTNT785.122 $-472.117 $1.257.239 $+3.231 $1.254.008 $+157.568 $1.096.440 $+1.096.440 $
SPS COMMERCE INCSPSC1.104.090 $+892.538 $211.552 $+211.552 $
ALPHA PRO TECH LTDAPT1.044.378 $-2.420 $1.046.798 $+351.747 $695.051 $-337.191 $1.032.242 $+1.032.242 $
Palo Alto Networks IncPANW564.757 $-474.723 $1.039.480 $+114.098 $925.382 $+27.133 $898.249 $+898.249 $
ELI LILLY & CoLLY911.329 $+264.305 $647.024 $-50.655 $697.679 $-42.336 $740.015 $+740.015 $
BlackRock, Inc.BLK768.239 $+79.156 $689.083 $+689.083 $
NETFLIX INCNFLX394.730 $-335.412 $730.142 $+4.334 $725.808 $+194.266 $531.542 $+531.542 $
JPMORGAN CHASE & COJPM309.331 $-285.885 $595.216 $+23.224 $571.992 $+119.168 $452.824 $+452.824 $
FAIR ISAAC CORPFICO297.809 $-184.772 $482.581 $+169.074 $313.507 $+313.507 $
iShares Bitcoin Trust ETFIBIT450.200 $+450.200 $
TransDigm Group INCTDG289.907 $-96.273 $386.180 $-48.723 $434.903 $+217.726 $217.177 $+217.177 $
EQT CorpEQT347.542 $+88.074 $259.468 $+259.468 $
CARDINAL HEALTH INCCAH335.376 $+335.376 $
GOLDMAN SACHS GROUP INCGS281.112 $-53.654 $334.766 $+97.130 $237.636 $+237.636 $
CENTERPOINT ENERGY INCCNP333.251 $+83.224 $250.027 $+250.027 $
JABIL INCJBL304.407 $+50.535 $253.872 $+253.872 $
FISERV INCFISV286.417 $+286.417 $
GENERAL DYNAMICS CORPGD280.438 $+4.910 $275.528 $+275.528 $
AMEREN CORPAEE267.760 $-7.938 $275.698 $+275.698 $
MICRON TECHNOLOGY INCMU250.980 $+6.698 $244.282 $+244.282 $
RALPH LAUREN CORPRL249.295 $+249.295 $
ARES CAPITAL CORPARCC226.737 $-8.713 $235.450 $+235.450 $
Walt Disney CoDIS221.730 $+221.730 $
AFLAC INCAFL209.734 $-2.719 $212.453 $+11.868 $200.585 $-10.898 $211.483 $+211.483 $
Infosys LtdINFY199.584 $+17.360 $182.224 $-25.312 $207.536 $+3.136 $204.400 $+204.400 $
CITIGROUP INCC165.003 $+165.003 $
Navitas Semiconductor CorpNVTS161.122 $+14.952 $146.170 $+108.622 $37.548 $+37.548 $
Vuzix CorpVUZI107.522 $+7.214 $100.308 $+30.230 $70.078 $+70.078 $
Bitfarms LtdBITF35.532 $+24.945 $10.587 $-1.331 $11.918 $+11.918 $
32.308.723 $-4.822.474 $40.893.806 $+8.125.011 $33.935.222 $+277.414 $33.944.225 $+33.944.225 $
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