Investments: REBALANCE, 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. ($)
1.331.265.511 $+52.396.536 $1.278.868.975 $+157.072.688 $1.121.557.872 $+93.638.658 $1.028.157.629 $+1.028.157.629 $
BANK OF AMERICA CORP /DE/BAC1.292.582.288 $+51.438.464 $1.241.143.824 $+153.984.962 $1.087.158.862 $+93.653.074 $993.505.788 $+993.505.788 $
BlackRock, Inc.BLK18.495.975 $-590.846 $19.086.821 $+259.515 $18.827.306 $+15.748 $18.811.558 $+18.811.558 $
BERKSHIRE HATHAWAY INCBRK-B3.958.871 $-1.212 $3.960.083 $+133.673 $3.826.410 $-383.635 $4.210.045 $+4.210.045 $
APPFOLIO INCAPPF2.852.059 $+287.080 $2.564.979 $+394.718 $2.170.261 $-592.080 $2.762.341 $+2.762.341 $
SPS COMMERCE INCSPSC2.478.126 $+143.755 $2.334.371 $+332.552 $2.001.819 $+53.128 $1.948.691 $+1.948.691 $
MICROSOFT CORPMSFT2.107.430 $+17.701 $2.089.729 $+95.612 $1.994.117 $+487.992 $1.506.125 $+1.506.125 $
ISHARES GOLD TRUSTIAU1.193.909 $+353.112 $840.797 $+840.797 $
ORACLE CORPORCL819.791 $-312.481 $1.132.272 $+252.068 $880.204 $+281.118 $599.086 $+599.086 $
NVIDIA CORPNVDA797.694 $+207.511 $590.183 $+129.934 $460.249 $+139.648 $320.601 $+320.601 $
ALPHA PRO TECH LTDAPT688.993 $+202.638 $486.355 $+486.355 $
ELI LILLY & CoLLY627.613 $+182.784 $444.829 $-15.094 $459.923 $-31.733 $491.656 $+491.656 $
PROCTER & GAMBLE CoPG513.193 $-31.650 $544.843 $-20.106 $564.949 $-39.367 $604.316 $+604.316 $
JPMORGAN CHASE & COJPM574.518 $+20.623 $553.895 $+10.314 $543.581 $+67.699 $475.882 $+475.882 $
AMERICAN EXPRESS COAXP564.174 $+37.700 $526.474 $+20.891 $505.583 $+79.139 $426.444 $+426.444 $
AMAZON COM INCAMZN402.781 $+75.183 $327.598 $-175.244 $502.842 $+16.376 $486.466 $+486.466 $
CATERPILLAR INCCAT481.784 $+109.130 $372.654 $+69.462 $303.192 $+30.860 $272.332 $+272.332 $
WILLIAMS SONOMA INCWSM389.326 $-36.755 $426.081 $+69.934 $356.147 $+11.413 $344.734 $+344.734 $
EXXON MOBIL CORPXOM341.044 $+32.785 $308.259 $+13.534 $294.725 $-58.202 $352.927 $+352.927 $
JOHNSON & JOHNSONJNJ293.816 $+43.802 $250.014 $+11.726 $238.288 $-20.149 $258.437 $+258.437 $
COCA COLA COKO251.606 $+12.920 $238.686 $-15.943 $254.629 $-36.122 $290.751 $+290.751 $
CHEVRON CORPCVX228.615 $-4.320 $232.935 $+18.150 $214.785 $-36.249 $251.034 $+251.034 $
PEPSICO INCPEP208.391 $+4.472 $203.919 $-34.496 $238.415 $+238.415 $
GENERAL DYNAMICS CORPGD206.709 $-2.665 $209.374 $+209.374 $
NOVARTIS AGNVS206.805 $+206.805 $
1.331.265.511 $+52.396.536 $1.278.868.975 $+157.072.688 $1.121.557.872 $+93.638.658 $1.028.157.629 $+1.028.157.629 $
Erweiterte Einstellungen ×