Investments: Roth Financial Partners 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. ($)
241.849.627 $+5.794.925 $236.054.702 $+15.408.410 $220.646.292 $+17.536.156 $203.337.967 $+203.337.967 $
BANK OF AMERICA CORP /DE/BAC220.888.573 $+5.286.350 $215.602.223 $+13.249.437 $202.352.786 $+15.292.915 $187.059.871 $+187.059.871 $
BlackRock, Inc.BLK13.198.721 $+37.982 $13.160.739 $+1.128.552 $12.032.187 $+1.685.748 $10.346.439 $+10.346.439 $
APPFOLIO INCAPPF2.926.573 $+185.481 $2.741.092 $+532.437 $2.208.655 $-182.574 $2.391.229 $+2.391.229 $
NVIDIA CORPNVDA1.492.000 $-640 $1.492.640 $+228.720 $1.263.920 $+396.880 $867.040 $+867.040 $
EXXON MOBIL CORPXOM641.533 $+40.350 $601.183 $+26.393 $574.790 $-59.345 $634.135 $+634.135 $
ALPHA PRO TECH LTDAPT627.600 $+140.500 $487.100 $+132.320 $354.780 $+42.320 $312.460 $+312.460 $
JPMORGAN CHASE & COJPM604.807 $+12.745 $592.062 $+47.901 $544.161 $+83.733 $460.428 $+460.428 $
MICROSOFT CORPMSFT529.080 $-37.558 $566.638 $+22.471 $544.167 $+133.490 $410.677 $+410.677 $
AMAZON COM INCAMZN512.420 $+24.975 $487.445 $+399 $487.046 $+64.669 $422.377 $+422.377 $
ADVANCED MICRO DEVICES INCAMD428.320 $+104.740 $323.580 $+39.780 $283.800 $+78.320 $205.480 $+205.480 $
UNITEDHEALTH GROUP INCUNH227.831 $+227.831 $
241.849.627 $+5.794.925 $236.054.702 $+15.408.410 $220.646.292 $+17.536.156 $203.337.967 $+203.337.967 $
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