Investments: Westshore Wealth, 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. ($)
210.526.330 $+6.708.597 $204.041.535 $+204.041.535 $
BANK OF AMERICA CORP /DE/BAC162.981.607 $+4.938.987 $158.042.620 $+158.042.620 $
UNITED PARCEL SERVICE INCUPS9.035.436 $+1.424.353 $7.611.083 $+7.611.083 $
NVIDIA CORPNVDA8.576.395 $-398.196 $8.974.591 $+8.974.591 $
APPFOLIO INCAPPF7.492.003 $+261.714 $7.230.289 $+7.230.289 $
ALPHA PRO TECH LTDAPT3.997.208 $+413.026 $3.584.182 $+3.584.182 $
BERKSHIRE HATHAWAY INCBRK-B3.721.118 $-55.968 $3.777.086 $+3.777.086 $
MICROSOFT CORPMSFT2.985.334 $-518.370 $3.503.704 $+3.503.704 $
AMAZON COM INCAMZN1.859.255 $-42.880 $1.902.135 $+1.902.135 $
BlackRock, Inc.BLK1.351.067 $-161.688 $1.512.755 $+1.512.755 $
SPS COMMERCE INCSPSC1.398.974 $+138.833 $1.260.141 $+1.260.141 $
JPMORGAN CHASE & COJPM619.365 $-103.042 $722.407 $+722.407 $
CATERPILLAR INCCAT693.173 $+78.682 $614.491 $+614.491 $
Palo Alto Networks IncPANW452.027 $-102.227 $554.254 $+554.254 $
JOHNSON & JOHNSONJNJ536.510 $+58.704 $477.806 $+477.806 $
PROCTER & GAMBLE CoPG234.653 $-198.587 $433.240 $+433.240 $
MCDONALDS CORPMCD374.390 $-58.592 $432.982 $+432.982 $
MCKESSON CORPMCK429.309 $+24.991 $404.318 $+404.318 $
Rocket Lab CorpRKLB348.800 $+109.250 $239.550 $+239.550 $
STARBUCKS CORPSBUX258.693 $-84.779 $343.472 $+343.472 $
SCHWAB CHARLES CORPSCHW335.498 $-1.347 $336.845 $+336.845 $
Walmart Inc.WMT238.627 $-31.299 $269.926 $+269.926 $
CHEVRON CORPCVX236.236 $-12.860 $249.096 $+249.096 $
QUEST DIAGNOSTICS INCDGX225.936 $-22.199 $248.135 $+248.135 $
UNITEDHEALTH GROUP INCUNH200.377 $-36.576 $236.953 $+236.953 $
EXXON MOBIL CORPXOM231.577 $+8.324 $223.253 $+223.253 $
LAS VEGAS SANDS CORPLVS227.034 $+227.034 $
RTX CorpRTX211.277 $-13.967 $225.244 $+225.244 $
Eaton Corp plcETN223.802 $+223.802 $
ELI LILLY & CoLLY221.384 $+221.384 $
KLA CORPKLAC217.499 $+217.499 $
COCA COLA COKO213.799 $+11.076 $202.723 $+202.723 $
PEPSICO INCPEP213.414 $+213.414 $
CARNIVAL CORPCCL207.886 $+3.434 $204.452 $+204.452 $
FEDEX CORPFDX200.469 $+200.469 $
210.526.330 $+6.708.597 $204.041.535 $+204.041.535 $
Erweiterte Einstellungen ×