Investments: Bright Futures Wealth Management, LLC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
111.833.750 $+6.714.177 $107.434.777 $+28.668.789 $79.672.271 $+79.672.271 $
BANK OF AMERICA CORP /DE/BAC67.949.258 $-47.933 $67.997.191 $+15.499.777 $52.497.414 $+52.497.414 $
BlackRock, Inc.BLK5.965.706 $+1.259.661 $4.706.045 $+43.889 $4.662.156 $+4.662.156 $
RAYMOND JAMES FINANCIAL INCRJF4.456.226 $+78.978 $4.377.248 $+4.377.248 $
APPFOLIO INCAPPF3.040.940 $+208.691 $2.832.249 $+817.999 $2.014.250 $+2.014.250 $
ALPHA PRO TECH LTDAPT2.859.058 $+280.188 $2.578.870 $+595.244 $1.983.626 $+1.983.626 $
NVIDIA CORPNVDA2.206.983 $-90.665 $2.297.648 $+1.120.728 $1.176.920 $+1.176.920 $
AMAZON COM INCAMZN2.265.729 $+216.263 $2.049.466 $-38.353 $2.087.819 $+2.087.819 $
MORGAN STANLEYMS1.799.708 $+231.196 $1.568.512 $-616.435 $2.184.947 $+2.184.947 $
Walmart Inc.WMT1.600.257 $+113.238 $1.487.019 $+162.896 $1.324.123 $+1.324.123 $
MICROSOFT CORPMSFT1.295.357 $-55.351 $1.350.708 $+531.322 $819.386 $+819.386 $
KAISER ALUMINUM CORPKALU1.347.652 $+439.633 $908.019 $+908.019 $
Eaton Corp plcETN1.312.893 $+336.750 $976.143 $+976.143 $
GENERAL DYNAMICS CORPGD1.294.537 $-7.228 $1.301.765 $+556.407 $745.358 $+745.358 $
BARCLAYS PLCBCS1.164.386 $-49.661 $1.214.047 $+623.808 $590.239 $+590.239 $
EnerSysENS1.194.839 $+1.194.839 $
NEXTERA ENERGY INCNEE1.180.725 $+21.388 $1.159.337 $+128.011 $1.031.326 $+1.031.326 $
JPMORGAN CHASE & COJPM1.135.464 $+36.012 $1.099.452 $+416.966 $682.486 $+682.486 $
Walt Disney CoDIS945.300 $-15.569 $960.869 $+194.535 $766.334 $+766.334 $
CARPENTER TECHNOLOGY CORPCRS848.550 $+174.303 $674.247 $+209.206 $465.041 $+465.041 $
Smurfit Westrock plcSW797.530 $+797.530 $
FORD MOTOR COF765.809 $+2.488 $763.321 $+99.805 $663.516 $+663.516 $
Zoetis Inc.ZTS702.048 $+702.048 $
MICRON TECHNOLOGY INCMU668.451 $+253.665 $414.786 $+414.786 $
Shell plcSHEL576.963 $+576.963 $
ALLSTATE CORPALL503.882 $-13.847 $517.729 $+66.691 $451.038 $+451.038 $
EXXON MOBIL CORPXOM492.157 $+57.652 $434.505 $+65.466 $369.039 $+369.039 $
PROCTER & GAMBLE CoPG427.403 $-18.092 $445.495 $-23.899 $469.394 $+469.394 $
METLIFE INCMET429.781 $-32.296 $462.077 $+69.766 $392.311 $+392.311 $
PATRICK INDUSTRIES INCPATK456.573 $+56.408 $400.165 $+400.165 $
TE Connectivity plcTEL449.215 $+13.122 $436.093 $+178.788 $257.305 $+257.305 $
Bank of New York Mellon CorpBK383.097 $+1.737 $381.360 $+122.220 $259.140 $+259.140 $
PFIZER INCPFE355.621 $+63.170 $292.451 $+48.401 $244.050 $+244.050 $
CONOCOPHILLIPSCOP341.253 $-952 $342.205 $+16.731 $325.474 $+325.474 $
COMCAST CORPCMCSA317.614 $+11.484 $306.130 $-17.325 $323.455 $+323.455 $
JOHNSON & JOHNSONJNJ288.064 $+23.341 $264.723 $+49.464 $215.259 $+215.259 $
ELI LILLY & CoLLY282.349 $+78.169 $204.180 $+204.180 $
SPS COMMERCE INCSPSC278.333 $+278.333 $
Brookfield Renewable CorpBEPC252.239 $+29.335 $222.904 $+222.904 $
NETFLIX INCNFLX250.574 $+250.574 $
Medtronic plcMDT241.231 $+2.059 $239.172 $+4.296 $234.876 $+234.876 $
CITIGROUP INCC232.472 $+32.351 $200.121 $+200.121 $
GOLDMAN SACHS GROUP INCGS221.066 $+221.066 $
AbbVie Inc.ABBV219.900 $+127 $219.773 $+219.773 $
RTX CorpRTX218.652 $+218.652 $
ADVANCED MICRO DEVICES INCAMD216.944 $+216.944 $
COCA COLA COKO212.390 $+8.155 $204.235 $+204.235 $
KINROSS GOLD CORPKGC204.708 $-913 $205.621 $+52.223 $153.398 $+153.398 $
FIRST TRUST ADVISORS LP203.672 $+203.672 $
LINCOLN NATIONAL CORPLNC201.678 $+201.678 $
111.833.750 $+6.714.177 $107.434.777 $+28.668.789 $79.672.271 $+79.672.271 $
Erweiterte Einstellungen ×