Investments: Summit Wealth Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
214.249.539 $+9.061.636 $205.187.687 $+204.994.708 $193.487 $+25.671 $168.032 $+168.032 $
BANK OF AMERICA CORP /DE/BAC157.774.464 $+5.977.385 $151.797.079 $+151.654.174 $142.905 $+3.991 $138.914 $+138.914 $
BlackRock, Inc.BLK30.953.822 $+350.262 $30.603.560 $+30.573.822 $29.738 $+18.909 $10.829 $+10.829 $
APPFOLIO INCAPPF5.307.523 $+481.266 $4.826.257 $+4.822.333 $3.924 $-592 $4.516 $+4.516 $
NVIDIA CORPNVDA4.729.267 $+341.279 $4.387.988 $+4.384.272 $3.716 $+1.147 $2.569 $+2.569 $
MICROSOFT CORPMSFT3.251.842 $-81.564 $3.333.406 $+3.330.097 $3.309 $+875 $2.434 $+2.434 $
ALPHA PRO TECH LTDAPT1.853.415 $+480.954 $1.372.461 $+1.371.436 $1.025 $+90 $935 $+935 $
AMAZON COM INCAMZN1.319.829 $+173.234 $1.146.595 $+1.145.437 $1.158 $+163 $995 $+995 $
PROCTER & GAMBLE CoPG1.107.323 $-53.616 $1.160.939 $+1.159.733 $1.206 $-61 $1.267 $+1.267 $
JPMORGAN CHASE & COJPM953.156 $+85.531 $867.625 $+866.818 $807 $+161 $646 $+646 $
MICRON TECHNOLOGY INCMU884.486 $+381.689 $502.797 $+502.427 $370 $+109 $261 $+261 $
GENERAL ELECTRIC COGE593.240 $+45.472 $547.768 $+547.292 $476 $+128 $348 $+348 $
UNITEDHEALTH GROUP INCUNH543.031 $-24.988 $568.019 $+567.506 $513 $-349 $862 $+862 $
ORACLE CORPORCL422.760 $-142.251 $565.011 $+564.572 $439 $+158 $281 $+281 $
MORGAN STANLEYMS562.003 $+87.400 $474.603 $+474.182 $421 $+72 $349 $+349 $
EXXON MOBIL CORPXOM472.840 $+40.739 $432.101 $+431.670 $431 $+11 $420 $+420 $
RTX CorpRTX469.137 $+59.848 $409.289 $+408.932 $357 $+33 $324 $+324 $
JOHNSON & JOHNSONJNJ388.801 $+67.184 $321.617 $+321.350 $267 $-9 $276 $+276 $
ELI LILLY & CoLLY357.868 $+103.789 $254.079 $+253.819 $260 $-29 $289 $+289 $
PEPSICO INCPEP356.680 $+7.655 $349.025 $+348.697 $328 $-26 $354 $+354 $
CHEVRON CORPCVX344.142 $+3.125 $341.017 $+340.703 $314 $-65 $379 $+379 $
LOCKHEED MARTIN CORPLMT277.544 $-8.489 $286.033 $+285.768 $265 $+10 $255 $+255 $
CATERPILLAR INCCAT264.093 $+51.761 $212.332 $+212.017 $315 $+315 $
GOLDMAN SACHS GROUP INCGS227.661 $+227.661 $
Eaton Corp plcETN202.254 $-23.419 $225.673 $+225.458 $215 $+215 $
Mastercard IncMA222.072 $+222.072 $
CONOCOPHILLIPSCOP206.878 $+206.662 $216 $+216 $
PFIZER INCPFE203.408 $+995 $202.413 $+202.193 $220 $+220 $
SHERWIN WILLIAMS COSHW307 $-6 $313 $+313 $
STRYKER CORPSYK201 $+201 $
214.249.539 $+9.061.636 $205.187.687 $+204.994.708 $193.487 $+25.671 $168.032 $+168.032 $
Erweiterte Einstellungen ×