Investments: One Wealth Map 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. ($)
184.130.430 $+8.615.938 $176.372.201 $+6.620.469 $170.294.335 $+30.067.565 $140.226.770 $+140.226.770 $
BANK OF AMERICA CORP /DE/BAC162.746.900 $+7.999.457 $154.747.443 $+6.340.032 $148.407.411 $+26.353.663 $122.053.748 $+122.053.748 $
BlackRock, Inc.BLK10.203.667 $+199.354 $10.004.313 $-216.850 $10.221.163 $+1.137.950 $9.083.213 $+9.083.213 $
ALPHA PRO TECH LTDAPT2.219.062 $+342.363 $1.876.699 $+529.006 $1.347.693 $+396.255 $951.438 $+951.438 $
AMAZON COM INCAMZN1.515.584 $-19.280 $1.534.864 $+143.472 $1.391.392 $+394.332 $997.060 $+997.060 $
MICROSOFT CORPMSFT1.363.925 $-145.539 $1.509.464 $+3.011 $1.506.453 $+585.821 $920.632 $+920.632 $
SCHWAB CHARLES CORPSCHW1.234.924 $+112.578 $1.122.346 $+11.967 $1.110.379 $+268.166 $842.213 $+842.213 $
Booking Holdings Inc.BKNG1.027.333 $+33.475 $993.858 $-115.015 $1.108.873 $+239.098 $869.775 $+869.775 $
Mastercard IncMA732.150 $+3.177 $728.973 $+7.308 $721.665 $-90.700 $812.365 $+812.365 $
Walt Disney CoDIS671.081 $-43.822 $714.903 $-34.063 $748.966 $+243.286 $505.680 $+505.680 $
APPFOLIO INCAPPF640.565 $-62.748 $703.313 $+26.186 $677.127 $+254.807 $422.320 $+422.320 $
STARBUCKS CORPSBUX311.871 $-205.160 $517.031 $-47.952 $564.983 $+70.415 $494.568 $+494.568 $
DIAGEO PLCDEO406.485 $-80.941 $487.426 $-10.612 $498.038 $+498.038 $
CARMAX INCKMX217.621 $-202.588 $420.209 $+8.145 $412.064 $+412.064 $
DIVERSIFIED HEALTHCARE TRUSTDHC396.902 $+91.070 $305.832 $+73.400 $232.432 $+80.875 $151.557 $+151.557 $
FISERV INCFISV324.136 $-58.420 $382.556 $+382.556 $
DEXCOM INCDXCM336.467 $+336.467 $
UNITEDHEALTH GROUP INCUNH218.467 $-79.264 $297.731 $+297.731 $
CHEVRON CORPCVX274.369 $+28.977 $245.392 $+10.310 $235.082 $+24.382 $210.700 $+210.700 $
BERKSHIRE HATHAWAY INCBRK-B270.933 $+11.509 $259.424 $+15.577 $243.847 $+243.847 $
ARBOR REALTY TRUST INCABR151.110 $-52.405 $203.515 $-44.883 $248.398 $+9.901 $238.497 $+238.497 $
FAIR ISAAC CORPFICO233.230 $+233.230 $
Ready Capital CorpRC33.587 $-13.535 $47.122 $-26.528 $73.650 $-2.618 $76.268 $+76.268 $
OFFICE PROPERTIES INCOME TRUSTOPITQ373 $-4.210 $4.583 $-1.764 $6.347 $+6.347 $
184.130.430 $+8.615.938 $176.372.201 $+6.620.469 $170.294.335 $+30.067.565 $140.226.770 $+140.226.770 $
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