Investments: Stonebridge Financial Planning Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
237.042.087 $+10.522.456 $227.789.495 $+227.789.495 $
BANK OF AMERICA CORP /DE/BAC194.660.266 $+9.426.725 $185.233.541 $+185.233.541 $
BlackRock, Inc.BLK6.669.957 $-202.021 $6.871.978 $+6.871.978 $
AMAZON COM INCAMZN5.537.326 $+310.945 $5.226.381 $+5.226.381 $
NVIDIA CORPNVDA5.279.087 $+74.985 $5.204.102 $+5.204.102 $
ALPHA PRO TECH LTDAPT3.198.833 $+707.031 $2.491.802 $+2.491.802 $
APPFOLIO INCAPPF3.107.258 $+175.277 $2.931.981 $+2.931.981 $
MICROSOFT CORPMSFT2.699.569 $-138.134 $2.837.703 $+2.837.703 $
Mastercard IncMA1.856.742 $-7.275 $1.864.017 $+1.864.017 $
ARES CAPITAL CORPARCC1.794.701 $-32.256 $1.826.957 $+1.826.957 $
ELI LILLY & CoLLY1.733.883 $+464.764 $1.269.119 $+1.269.119 $
CITIGROUP INCC1.483.339 $-39.171 $1.522.510 $+1.522.510 $
BOSTON SCIENTIFIC CORPBSX1.419.285 $-101.009 $1.520.294 $+1.520.294 $
RTX CorpRTX1.290.302 $+102.338 $1.187.964 $+1.187.964 $
ORACLE CORPORCL771.874 $-341.674 $1.113.548 $+1.113.548 $
Walmart Inc.WMT1.060.311 $+103.585 $956.726 $+956.726 $
MORGAN STANLEYMS799.590 $+50.603 $748.987 $+748.987 $
JPMORGAN CHASE & COJPM723.384 $-9.360 $732.744 $+732.744 $
EXXON MOBIL CORPXOM722.912 $+2.936 $719.976 $+719.976 $
NETFLIX INCNFLX449.110 $-140.759 $589.869 $+589.869 $
ADVANCED MICRO DEVICES INCAMD526.303 $+526.303 $
JOHNSON & JOHNSONJNJ507.293 $+53.076 $454.217 $+454.217 $
CATERPILLAR INCCAT481.770 $+80.686 $401.084 $+401.084 $
BERKSHIRE HATHAWAY INCBRK-B347.331 $-62 $347.393 $+347.393 $
CHEVRON CORPCVX276.261 $+276.261 $
BARCLAYS PLCBCS263.556 $+263.556 $
MCDONALDS CORPMCD247.404 $-5.154 $252.558 $+252.558 $
SOUTHERN COSO200.560 $-13.620 $214.180 $+214.180 $
BOEING COBA203.744 $+203.744 $
237.042.087 $+10.522.456 $227.789.495 $+227.789.495 $
Erweiterte Einstellungen ×