Investments: Planned Solutions, Inc.

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. ($)
246.666.993 $+19.911.646 $227.706.999 $+25.315.665 $202.149.510 $+15.344.483 $187.046.851 $+187.046.851 $
BANK OF AMERICA CORP /DE/BAC207.987.524 $+15.794.925 $192.192.599 $+17.635.633 $174.556.966 $+12.204.077 $162.352.889 $+162.352.889 $
APPFOLIO INCAPPF6.036.833 $+1.016.162 $5.020.671 $+1.166.365 $3.854.306 $+1.133.601 $2.720.705 $+2.720.705 $
NVIDIA CORPNVDA4.582.520 $+172.131 $4.410.389 $+1.200.348 $3.210.041 $+873.910 $2.336.131 $+2.336.131 $
MORGAN STANLEYMS3.761.405 $+279.798 $3.481.607 $+424.425 $3.057.182 $+249.057 $2.808.125 $+2.808.125 $
MICROSOFT CORPMSFT2.726.462 $-215.293 $2.941.755 $+467.333 $2.474.422 $+671.543 $1.802.879 $+1.802.879 $
BlackRock, Inc.BLK1.681.407 $-286.902 $1.968.309 $+375.814 $1.592.495 $-1.090.844 $2.683.339 $+2.683.339 $
ALPHA PRO TECH LTDAPT2.497.910 $+566.908 $1.931.002 $+1.187.181 $743.821 $+107.496 $636.325 $+636.325 $
ELI LILLY & CoLLY2.247.156 $+576.186 $1.670.970 $-210.815 $1.881.785 $-240.804 $2.122.589 $+2.122.589 $
NETFLIX INCNFLX744.454 $-207.488 $951.942 $-101.953 $1.053.895 $+422.572 $631.323 $+631.323 $
BERKSHIRE HATHAWAY INCBRK-B956.040 $-171 $956.211 $+116.315 $839.896 $-203.961 $1.043.857 $+1.043.857 $
CATERPILLAR INCCAT925.185 $+476.664 $448.521 $+198.514 $250.007 $+31.326 $218.681 $+218.681 $
JPMORGAN CHASE & COJPM880.627 $+141.575 $739.052 $+55.734 $683.318 $+108.580 $574.738 $+574.738 $
JOHNSON & JOHNSONJNJ872.234 $+81.174 $791.060 $+157.496 $633.564 $-38.904 $672.468 $+672.468 $
MCDONALDS CORPMCD794.638 $+182.300 $612.338 $+23.615 $588.723 $-40.703 $629.426 $+629.426 $
PROCTER & GAMBLE CoPG654.719 $+3.707 $651.012 $-8.834 $659.846 $-31.795 $691.641 $+691.641 $
Walmart Inc.WMT629.689 $+70.151 $559.538 $+28.878 $530.660 $+54.627 $476.033 $+476.033 $
CHEVRON CORPCVX530.065 $+4.736 $525.329 $+64.067 $461.262 $-116.619 $577.881 $+577.881 $
GOLDMAN SACHS GROUP INCGS527.400 $+49.590 $477.810 $+53.160 $424.650 $+96.876 $327.774 $+327.774 $
EXXON MOBIL CORPXOM515.898 $+32.539 $483.359 $+40.085 $443.274 $-32.327 $475.601 $+475.601 $
AMAZON COM INCAMZN472.719 $+52.682 $420.037 $+117.937 $302.100 $+302.100 $
AMGEN INCAMGN434.668 $+434.668 $
MICRON TECHNOLOGY INCMU433.252 $+433.252 $
WELLTOWER INC.WELL428.202 $+17.233 $410.969 $+56.314 $354.655 $+1.200 $353.455 $+353.455 $
NUCOR CORPNUE388.365 $+65.906 $322.459 $+12.340 $310.119 $+39.474 $270.645 $+270.645 $
MCKESSON CORPMCK379.794 $+22.108 $357.686 $+18.409 $339.277 $+27.683 $311.594 $+311.594 $
GARMIN LTDGRMN311.172 $-51.756 $362.928 $+39.621 $323.307 $-13.027 $336.334 $+336.334 $
ORACLE CORPORCL225.121 $-98.305 $323.426 $+115.727 $207.699 $+207.699 $
Constellation Energy CorpCEG316.236 $+316.236 $
Synchrony FinancialSYF307.857 $+45.682 $262.175 $+15.904 $246.271 $+246.271 $
Public StoragePSA274.811 $-28.482 $303.293 $+25.424 $277.869 $-5.559 $283.428 $+283.428 $
LAM RESEARCH CORPLRCX294.430 $+64.122 $230.308 $+230.308 $
VERIZON COMMUNICATIONS INCVZ260.305 $-1.813 $262.118 $+4.056 $258.062 $-28.568 $286.630 $+286.630 $
AGNICO EAGLE MINES LTDAEM286.167 $+1.638 $284.529 $+83.775 $200.754 $+200.754 $
Shell plcSHEL285.323 $+10.648 $274.675 $+32.851 $241.824 $+241.824 $
SanofiSNY216.229 $+5.623 $210.606 $-21.379 $231.985 $-49.086 $281.071 $+281.071 $
HERSHEY COHSY279.885 $+6.605 $273.280 $+31.159 $242.121 $+242.121 $
STEEL DYNAMICS INCSTLD265.020 $+46.951 $218.069 $+218.069 $
FASTENAL COFAST218.468 $-46.348 $264.816 $+38.016 $226.800 $+17.415 $209.385 $+209.385 $
REGIONS FINANCIAL CORPRF251.624 $+6.779 $244.845 $+7.646 $237.199 $-71 $237.270 $+237.270 $
Mastercard IncMA236.344 $+857 $235.487 $+2.844 $232.643 $+5.721 $226.922 $+226.922 $
Duke Energy CORPDUK220.238 $-8.947 $229.185 $+10.649 $218.536 $-7.352 $225.888 $+225.888 $
AT&T INC.T228.511 $+737 $227.774 $+227.774 $
EXELON CORPEXC225.095 $+225.095 $
INTEL CORPINTC213.946 $-9.262 $223.208 $+223.208 $
NEWMARKET CORPNEU207.053 $+207.053 $
WILLIAMS SONOMA INCWSM203.268 $+203.268 $
GENERAL ELECTRIC COGE202.376 $+202.376 $
246.666.993 $+19.911.646 $227.706.999 $+25.315.665 $202.149.510 $+15.344.483 $187.046.851 $+187.046.851 $
Erweiterte Einstellungen ×