Investments: Plotkin Financial Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
150.587.659 $+2.255.239 $148.332.420 $+15.436.343 $132.896.077 $+12.438.718 $120.478.557 $+120.478.557 $
BANK OF AMERICA CORP /DE/BAC114.113.050 $+1.517.612 $112.595.438 $+10.437.860 $102.157.578 $+9.072.331 $93.085.247 $+93.085.247 $
APPFOLIO INCAPPF7.713.140 $+464.656 $7.248.484 $+1.407.964 $5.840.520 $-505.453 $6.345.973 $+6.345.973 $
MORGAN STANLEYMS6.605.408 $-187.177 $6.792.585 $+203.477 $6.589.108 $+315.020 $6.274.088 $+6.274.088 $
NVIDIA CORPNVDA3.769.351 $+62.940 $3.706.411 $+1.147.763 $2.558.648 $+1.370.262 $1.188.386 $+1.188.386 $
ORACLE CORPORCL1.757.491 $-785.195 $2.542.686 $+573.291 $1.969.395 $+744.857 $1.224.538 $+1.224.538 $
ALPHA PRO TECH LTDAPT2.542.660 $+578.051 $1.964.609 $+538.243 $1.426.366 $+172.196 $1.254.170 $+1.254.170 $
AMAZON COM INCAMZN1.877.028 $+121.566 $1.755.462 $+22.062 $1.733.400 $+248.802 $1.484.598 $+1.484.598 $
PROCTER & GAMBLE CoPG1.436.109 $-103.617 $1.539.726 $-48.535 $1.588.261 $-110.655 $1.698.916 $+1.698.916 $
EXXON MOBIL CORPXOM1.576.815 $+99.114 $1.477.701 $+83.201 $1.394.500 $+110.889 $1.283.611 $+1.283.611 $
MICROSOFT CORPMSFT1.027.692 $-91.080 $1.118.772 $+79.683 $1.039.089 $+300.322 $738.767 $+738.767 $
ELI LILLY & CoLLY1.025.244 $+297.342 $727.902 $-15.769 $743.671 $-44.247 $787.918 $+787.918 $
Palo Alto Networks IncPANW898.896 $-48.751 $947.647 $+265.173 $682.474 $+143.081 $539.393 $+539.393 $
Constellation Energy CorpCEG728.796 $+49.925 $678.871 $+13.018 $665.853 $+249.891 $415.962 $+415.962 $
JOHNSON & JOHNSONJNJ623.333 $+64.848 $558.485 $+98.402 $460.083 $-39.427 $499.510 $+499.510 $
COCA COLA COKO556.483 $+28.576 $527.907 $-35.263 $563.170 $-6.925 $570.095 $+570.095 $
JPMORGAN CHASE & COJPM499.118 $+25.973 $473.145 $+45.528 $427.617 $+90.330 $337.287 $+337.287 $
BERKSHIRE HATHAWAY INCBRK-B492.094 $-88 $492.182 $+104.538 $387.644 $-37.354 $424.998 $+424.998 $
NEXTERA ENERGY INCNEE435.519 $+25.986 $409.533 $+32.930 $376.603 $-15.064 $391.667 $+391.667 $
BlackRock, Inc.BLK364.758 $+9.226 $355.532 $+35.033 $320.499 $+60.383 $260.116 $+260.116 $
3M COMMM364.707 $+11.207 $353.500 $+6.698 $346.802 $+12.255 $334.547 $+334.547 $
MCDONALDS CORPMCD303.184 $+1.726 $301.458 $+11.626 $289.832 $-20.039 $309.871 $+309.871 $
EMERSON ELECTRIC COEMR300.743 $+3.490 $297.253 $-4.872 $302.125 $+53.681 $248.444 $+248.444 $
BARCLAYS PLCBCS278.239 $+1.245 $276.994 $-18.860 $295.854 $+35.734 $260.120 $+260.120 $
EXELON CORPEXC269.865 $-8.791 $278.656 $+9.843 $268.813 $-16.468 $285.281 $+285.281 $
AMERICAN EXPRESS COAXP280.792 $+59.574 $221.218 $+221.218 $
ADVANCED MICRO DEVICES INCAMD277.765 $+67.924 $209.841 $+209.841 $
Walmart Inc.WMT252.900 $+6.072 $246.828 $+8.636 $238.192 $+24.336 $213.856 $+213.856 $
VERIZON COMMUNICATIONS INCVZ216.479 $-17.115 $233.594 $+3.614 $229.980 $+229.980 $
CEL SCI CORPCVM21.198 $+21.198 $
150.587.659 $+2.255.239 $148.332.420 $+15.436.343 $132.896.077 $+12.438.718 $120.478.557 $+120.478.557 $
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