Investments: Altus 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. ($)
179.824.586 $+5.559.937 $174.264.649 $+12.401.797 $161.862.852 $-5.850.910 $170.106.248 $+170.106.248 $
BANK OF AMERICA CORP /DE/BAC174.350.824 $+5.421.165 $168.929.659 $+11.668.693 $157.260.966 $+16.328.122 $140.932.844 $+140.932.844 $
BlackRock, Inc.BLK402.305 $+2.435 $399.870 $+7.548 $392.322 $-10.767.184 $11.159.506 $+11.159.506 $
PROCTER & GAMBLE CoPG878.279 $-83.805 $962.084 $-35.502 $997.586 $-8.930.060 $9.927.646 $+9.927.646 $
APPFOLIO INCAPPF987.790 $+62.991 $924.799 $+275.456 $649.343 $-1.220.998 $1.870.341 $+1.870.341 $
ALPHA PRO TECH LTDAPT1.390.556 $+280.665 $1.109.891 $+402.522 $707.369 $+15.070 $692.299 $+692.299 $
NVIDIA CORPNVDA378.595 $-79.459 $458.054 $+85.988 $372.066 $-765.389 $1.137.455 $+1.137.455 $
MICROSOFT CORPMSFT679.807 $-58.427 $738.234 $+26.946 $711.288 $-261.329 $972.617 $+972.617 $
JPMORGAN CHASE & COJPM827.324 $+827.324 $
AMAZON COM INCAMZN498.571 $+14.419 $484.152 $-19.129 $503.281 $-124.196 $627.477 $+627.477 $
BERKSHIRE HATHAWAY INCBRK-B257.859 $-47 $257.906 $-10.725 $268.631 $-124.946 $393.577 $+393.577 $
AbbVie Inc.ABBV392.853 $+392.853 $
SOUTHERN COSO350.150 $+350.150 $
ASTRAZENECA PLCAZN311.853 $+311.853 $
JOHNSON & JOHNSONJNJ287.659 $+287.659 $
PALATIN TECHNOLOGIES INCPTNT222.647 $+222.647 $
179.824.586 $+5.559.937 $174.264.649 $+12.401.797 $161.862.852 $-5.850.910 $170.106.248 $+170.106.248 $
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