Investments: Centerline Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
161.570.837 $-7.869.919 $169.787.000 $+22.943.616 $146.843.384 $+146.843.384 $
BANK OF AMERICA CORP /DE/BAC106.882.341 $-22.918.623 $129.800.964 $+10.599.959 $119.201.005 $+119.201.005 $
BlackRock, Inc.BLK31.087.589 $+13.216.223 $17.871.366 $+9.074.030 $8.797.336 $+8.797.336 $
APPFOLIO INCAPPF10.263.570 $-383.445 $10.647.015 $+1.618.580 $9.028.435 $+9.028.435 $
ISHARES GOLD TRUSTIAU4.953.967 $+2.212.430 $2.741.537 $+421.807 $2.319.730 $+2.319.730 $
PEPSICO INCPEP1.546.715 $+33.193 $1.513.522 $+84.849 $1.428.673 $+1.428.673 $
MICROSOFT CORPMSFT997.708 $-75.484 $1.073.192 $+144.528 $928.664 $+928.664 $
JPMORGAN CHASE & COJPM897.060 $+19.218 $877.842 $+148.746 $729.096 $+729.096 $
BERKSHIRE HATHAWAY INCBRK-B737.388 $-25.269 $762.657 $-10.203 $772.860 $+772.860 $
ELI LILLY & CoLLY751.201 $+15.669 $735.532 $+22.262 $713.270 $+713.270 $
ORACLE CORPORCL381.073 $-169.565 $550.638 $+172.927 $377.711 $+377.711 $
GENERAL ELECTRIC COGE346.244 $-136.105 $482.349 $+482.349 $
Walmart Inc.WMT443.786 $+54.285 $389.501 $+19.978 $369.523 $+369.523 $
UNITED PARCEL SERVICE INCUPS370.480 $+58.784 $311.696 $-64.795 $376.491 $+376.491 $
PROCTER & GAMBLE CoPG273.232 $-19.650 $292.882 $-10.747 $303.629 $+303.629 $
Walt Disney CoDIS296.200 $-3.046 $299.246 $+19.087 $280.159 $+280.159 $
JOHNSON & JOHNSONJNJ265.247 $+25.995 $239.252 $+239.252 $
COCA COLA COKO252.193 $+11.752 $240.441 $-15.648 $256.089 $+256.089 $
YUM BRANDS INCYUM253.394 $-1.206 $254.600 $+11.585 $243.015 $+243.015 $
Churchill Downs IncCHDN239.528 $+35.304 $204.224 $-31.125 $235.349 $+235.349 $
NEXTERA ENERGY INCNEE235.461 $+14.049 $221.412 $+221.412 $
INTEL CORPINTC224.843 $+18.735 $206.108 $+206.108 $
ALPHA PRO TECH LTDAPT217.861 $+10.732 $207.129 $+207.129 $
161.570.837 $-7.869.919 $169.787.000 $+22.943.616 $146.843.384 $+146.843.384 $
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