Investments: TrueWealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
219.051.827 $+18.943.275 $200.696.213 $+200.696.213 $
BANK OF AMERICA CORP /DE/BAC159.972.875 $+10.848.320 $149.124.555 $+149.124.555 $
MORGAN STANLEYMS8.210.272 $+854.228 $7.356.044 $+7.356.044 $
SOUTHERN COSO3.980.464 $+147.766 $3.832.698 $+3.832.698 $
HEICO CORPHEI3.941.313 $+727.791 $3.213.522 $+3.213.522 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR3.389.898 $+1.022.900 $2.366.998 $+2.366.998 $
MICROSOFT CORPMSFT2.669.696 $+661.072 $2.008.624 $+2.008.624 $
APPFOLIO INCAPPF2.263.094 $-260.301 $2.523.395 $+2.523.395 $
AT&T INC.T2.160.660 $+16.083 $2.144.577 $+2.144.577 $
AMAZON COM INCAMZN1.909.571 $+312.719 $1.596.852 $+1.596.852 $
CHEVRON CORPCVX1.602.699 $-301.707 $1.904.406 $+1.904.406 $
EXXON MOBIL CORPXOM1.486.069 $-136.266 $1.622.335 $+1.622.335 $
VERIZON COMMUNICATIONS INCVZ1.469.223 $-29.349 $1.498.572 $+1.498.572 $
ELI LILLY & CoLLY910.033 $-578.531 $1.488.564 $+1.488.564 $
ROPER TECHNOLOGIES INCROP1.373.186 $-56.203 $1.429.389 $+1.429.389 $
JPMORGAN CHASE & COJPM1.411.637 $+204.791 $1.206.846 $+1.206.846 $
NVIDIA CORPNVDA1.395.182 $+532.742 $862.440 $+862.440 $
BlackRock, Inc.BLK1.290.411 $-64.876 $1.355.287 $+1.355.287 $
Walmart Inc.WMT1.321.827 $+323.591 $998.236 $+998.236 $
ORACLE CORPORCL1.141.503 $+427.913 $713.590 $+713.590 $
PALATIN TECHNOLOGIES INCPTNT1.005.633 $+329.927 $675.706 $+675.706 $
ALPHA PRO TECH LTDAPT853.894 $+340.539 $513.355 $+513.355 $
BERKSHIRE HATHAWAY INCBRK-B791.805 $-55.530 $847.335 $+847.335 $
GENERAL ELECTRIC COGE815.481 $+119.617 $695.864 $+695.864 $
CAMECO CORPCCJ793.741 $+372.674 $421.067 $+421.067 $
REGIONS FINANCIAL CORPRF722.229 $+309.751 $412.478 $+412.478 $
PROCTER & GAMBLE CoPG567.112 $-66.883 $633.995 $+633.995 $
INTUITIVE SURGICAL INCISRG618.401 $+84.005 $534.396 $+534.396 $
CITIGROUP INCC596.457 $+135.958 $460.499 $+460.499 $
CARPENTER TECHNOLOGY CORPCRS593.943 $+593.943 $
JOHNSON & JOHNSONJNJ498.258 $-93.980 $592.238 $+592.238 $
Eaton Corp plcETN584.036 $+122.197 $461.839 $+461.839 $
Palo Alto Networks IncPANW574.424 $+280.411 $294.013 $+294.013 $
AngloGold Ashanti PLCAU546.977 $+546.977 $
BP PLCBP500.993 $-22.449 $523.442 $+523.442 $
DEERE & CODE511.085 $+123.577 $387.508 $+387.508 $
AFLAC INCAFL446.924 $-23.824 $470.748 $+470.748 $
GENERAL DYNAMICS CORPGD451.834 $+10.902 $440.932 $+440.932 $
UNITEDHEALTH GROUP INCUNH425.577 $+425.577 $
MCDONALDS CORPMCD366.328 $-40.018 $406.346 $+406.346 $
COCA COLA COKO370.511 $-4.519 $375.030 $+375.030 $
BOEING COBA345.305 $+64.239 $281.066 $+281.066 $
LINDE PLCLIN342.937 $+2.709 $340.228 $+340.228 $
AbbVie Inc.ABBV288.914 $-53.382 $342.296 $+342.296 $
LOCKHEED MARTIN CORPLMT327.394 $-14.381 $341.775 $+341.775 $
EQUIFAX INCEFX334.375 $+20.382 $313.993 $+313.993 $
DECKERS OUTDOOR CORPDECK305.577 $+305.577 $
SPS COMMERCE INCSPSC305.440 $+21.622 $283.818 $+283.818 $
BARCLAYS PLCBCS304.433 $+304.433 $
SCHWAB CHARLES CORPSCHW297.990 $+40.371 $257.619 $+257.619 $
PFIZER INCPFE202.910 $-94.042 $296.952 $+296.952 $
RTX CorpRTX293.098 $+36.480 $256.618 $+256.618 $
CATERPILLAR INCCAT288.545 $+44.288 $244.257 $+244.257 $
Accenture plcACN282.084 $+282.084 $
Duke Energy CORPDUK267.359 $-10.534 $277.893 $+277.893 $
EMERSON ELECTRIC COEMR271.530 $+33.042 $238.488 $+238.488 $
AMERICAN EXPRESS COAXP241.751 $+241.751 $
COPART INCCPRT200.451 $-39.377 $239.828 $+239.828 $
CSX CORPCSX204.139 $+204.139 $
219.051.827 $+18.943.275 $200.696.213 $+200.696.213 $
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