Investments: LifeSteps Financial, 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. ($)
125.659.624 $+368.108 $125.291.516 $+9.170.969 $116.120.547 $+15.661.420 $100.734.620 $+100.734.620 $
BANK OF AMERICA CORP /DE/BAC77.290.401 $-202.455 $77.492.856 $+4.481.851 $73.011.005 $+9.778.498 $63.232.507 $+63.232.507 $
NVIDIA CORPNVDA9.293.016 $-72.252 $9.365.268 $+1.407.735 $7.957.533 $+2.757.871 $5.199.662 $+5.199.662 $
APPFOLIO INCAPPF7.528.299 $-301.350 $7.829.649 $+1.314.102 $6.515.547 $-410.168 $6.925.715 $+6.925.715 $
MICROSOFT CORPMSFT6.736.067 $-472.323 $7.208.390 $+268.621 $6.939.769 $+1.799.702 $5.140.067 $+5.140.067 $
JPMORGAN CHASE & COJPM3.234.628 $+66.257 $3.168.371 $+202.014 $2.966.357 $+516.171 $2.450.186 $+2.450.186 $
AMAZON COM INCAMZN2.380.908 $+215.289 $2.165.619 $+10.332 $2.155.287 $+323.844 $1.831.443 $+1.831.443 $
ALPHA PRO TECH LTDAPT1.896.587 $+426.110 $1.470.477 $+306.364 $1.164.113 $+287.122 $876.991 $+876.991 $
BERKSHIRE HATHAWAY INCBRK-B1.557.210 $+8.268 $1.548.942 $-15.723 $1.564.665 $-172.611 $1.737.276 $+1.737.276 $
AbbVie Inc.ABBV1.674.638 $-19.245 $1.693.883 $+328.112 $1.365.771 $-164.667 $1.530.438 $+1.530.438 $
EXXON MOBIL CORPXOM1.510.480 $+99.215 $1.411.265 $+65.773 $1.345.492 $-182.121 $1.527.613 $+1.527.613 $
Walmart Inc.WMT1.100.949 $+90.656 $1.010.293 $-31.397 $1.041.690 $+249.718 $791.972 $+791.972 $
CATERPILLAR INCCAT1.000.231 $+171.899 $828.332 $+151.294 $677.038 $+105.165 $571.873 $+571.873 $
COCA COLA COKO994.520 $+64.376 $930.144 $-55.430 $985.574 $+2.271 $983.303 $+983.303 $
JOHNSON & JOHNSONJNJ856.440 $+67.188 $789.252 $+113.752 $675.500 $-95.569 $771.069 $+771.069 $
CHEVRON CORPCVX657.896 $-76.314 $734.210 $+57.536 $676.674 $-133.053 $809.727 $+809.727 $
EMERSON ELECTRIC COEMR763.140 $+8.855 $754.285 $-16.896 $771.181 $+140.861 $630.320 $+630.320 $
NEXTERA ENERGY INCNEE765.149 $+45.654 $719.495 $+53.341 $666.154 $-1.346 $667.500 $+667.500 $
Mastercard IncMA717.427 $+9.506 $707.921 $+10.312 $697.609 $+88.100 $609.509 $+609.509 $
PROCTER & GAMBLE CoPG580.979 $-41.918 $622.897 $-22.986 $645.883 $-63.746 $709.629 $+709.629 $
NETFLIX INCNFLX497.866 $-123.175 $621.041 $-71.289 $692.330 $+387.393 $304.937 $+304.937 $
GENERAL ELECTRIC COGE527.039 $+12.336 $514.703 $+65.557 $449.146 $+96.882 $352.264 $+352.264 $
AMGEN INCAMGN408.483 $+36.826 $371.657 $-34.594 $406.251 $-111.545 $517.796 $+517.796 $
ASML HOLDING NVASML508.184 $+48.341 $459.843 $+79.183 $380.660 $+65.911 $314.749 $+314.749 $
Walt Disney CoDIS378.002 $-68.557 $446.559 $-54.723 $501.282 $+122.803 $378.479 $+378.479 $
PEPSICO INCPEP347.913 $+7.466 $340.447 $-812 $341.259 $-123.981 $465.240 $+465.240 $
ORACLE CORPORCL319.125 $-130.098 $449.223 $+104.379 $344.844 $+124.323 $220.521 $+220.521 $
MCDONALDS CORPMCD352.591 $+6.870 $345.721 $+27.942 $317.779 $-12.600 $330.379 $+330.379 $
VERIZON COMMUNICATIONS INCVZ300.996 $-26.407 $327.403 $+5.203 $322.200 $-15.422 $337.622 $+337.622 $
ELI LILLY & CoLLY288.014 $+17.912 $270.102 $-27.678 $297.780 $+57.440 $240.340 $+240.340 $
UNITEDHEALTH GROUP INCUNH275.493 $+275.493 $
GOLDMAN SACHS GROUP INCGS268.974 $+33.254 $235.720 $-8.454 $244.174 $+244.174 $
PALATIN TECHNOLOGIES INCPTNT251.161 $+251.161 $
SEMPRASRE226.376 $-4.333 $230.709 $+230.709 $
BOEING COBA228.194 $+1.355 $226.839 $+226.839 $
LAM RESEARCH CORPLRCX217.741 $+217.741 $
125.659.624 $+368.108 $125.291.516 $+9.170.969 $116.120.547 $+15.661.420 $100.734.620 $+100.734.620 $
Erweiterte Einstellungen ×