Investments: Sterling Financial Planning, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
239.049.785 $+8.743.258 $230.586.080 $+230.586.080 $
BANK OF AMERICA CORP /DE/BAC170.305.579 $+5.363.614 $164.941.965 $+164.941.965 $
ISHARES GOLD TRUSTIAU20.936.108 $+1.043.745 $19.892.363 $+19.892.363 $
BlackRock, Inc.BLK11.546.759 $+130.450 $11.416.309 $+11.416.309 $
BARCLAYS PLCBCS9.086.014 $+429.215 $8.656.799 $+8.656.799 $
SPS COMMERCE INCSPSC4.644.089 $+229.507 $4.414.582 $+4.414.582 $
APPFOLIO INCAPPF4.308.339 $+341.822 $3.966.517 $+3.966.517 $
JOHNSON & JOHNSONJNJ2.124.963 $+212.356 $1.912.607 $+1.912.607 $
MICROSOFT CORPMSFT1.644.402 $-123.644 $1.768.046 $+1.768.046 $
EXXON MOBIL CORPXOM1.565.601 $+91.916 $1.473.685 $+1.473.685 $
ALPHA PRO TECH LTDAPT1.405.855 $+303.568 $1.102.287 $+1.102.287 $
MORGAN STANLEYMS1.285.379 $-23.515 $1.308.894 $+1.308.894 $
BERKSHIRE HATHAWAY INCBRK-B1.147.047 $-206 $1.147.253 $+1.147.253 $
RTX CorpRTX961.383 $+84.239 $877.144 $+877.144 $
ELI LILLY & CoLLY835.326 $+236.921 $598.405 $+598.405 $
REALTY INCOME CORPO722.016 $-55.570 $777.586 $+777.586 $
3M COMMM699.372 $+21.629 $677.743 $+677.743 $
JPMORGAN CHASE & COJPM639.929 $+13.485 $626.444 $+626.444 $
AMAZON COM INCAMZN606.364 $+66.881 $539.483 $+539.483 $
PEPSICO INCPEP455.241 $+9.770 $445.471 $+445.471 $
PROCTER & GAMBLE CoPG411.586 $-29.697 $441.283 $+441.283 $
DEERE & CODE408.770 $+26.043 $382.727 $+382.727 $
GENERAL DYNAMICS CORPGD376.943 $-3.523 $380.466 $+380.466 $
NVIDIA CORPNVDA355.000 $+11.810 $343.190 $+343.190 $
CHEVRON CORPCVX324.474 $-5.952 $330.426 $+330.426 $
AbbVie Inc.ABBV294.524 $-11.572 $306.096 $+306.096 $
MCDONALDS CORPMCD288.799 $-4.125 $292.924 $+292.924 $
GENERAL ELECTRIC COGE284.955 $+5.166 $279.789 $+279.789 $
ORACLE CORPORCL279.553 $+279.553 $
VERIZON COMMUNICATIONS INCVZ258.213 $-20.413 $278.626 $+278.626 $
BECTON DICKINSON & COBDX216.643 $-35.435 $252.078 $+252.078 $
LAM RESEARCH CORPLRCX245.643 $+245.643 $
EVERSOURCE ENERGYES232.423 $-13.152 $245.575 $+245.575 $
Otis Worldwide CorpOTIS219.511 $-10.253 $229.764 $+229.764 $
CATERPILLAR INCCAT212.535 $+212.535 $
239.049.785 $+8.743.258 $230.586.080 $+230.586.080 $
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