Investments: Destiny Wealth 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. ($)
572.290.113 $+26.842.665 $546.000.831 $+43.293.949 $502.706.882 $+61.451.398 $442.550.208 $+442.550.208 $
BANK OF AMERICA CORP /DE/BAC388.052.461 $+15.953.459 $372.099.002 $+21.110.335 $350.988.667 $+27.859.393 $323.129.274 $+323.129.274 $
AMAZON COM INCAMZN28.686.456 $+986.164 $27.700.292 $-1.464.537 $29.164.829 $+5.837.201 $23.327.628 $+23.327.628 $
ALPHA PRO TECH LTDAPT28.732.884 $+7.605.982 $21.126.902 $+9.918.665 $11.208.237 $+4.170.325 $7.037.912 $+7.037.912 $
APPFOLIO INCAPPF19.539.417 $-2.857.138 $22.396.555 $+6.191.506 $16.205.049 $+325.773 $15.879.276 $+15.879.276 $
BERKSHIRE HATHAWAY INCBRK-B19.680.950 $-859.340 $20.540.290 $+376.231 $20.164.059 $-1.444.274 $21.608.333 $+21.608.333 $
NVIDIA CORPNVDA19.818.847 $+582.972 $19.235.875 $+6.259.030 $12.976.845 $+6.968.578 $6.008.267 $+6.008.267 $
MICROSOFT CORPMSFT17.539.586 $-980.208 $18.519.794 $+1.355.889 $17.163.905 $+6.076.297 $11.087.608 $+11.087.608 $
STRYKER CORPSYK13.640.834 $-502.281 $14.143.115 $-1.214.355 $15.357.470 $-63.269 $15.420.739 $+15.420.739 $
NETFLIX INCNFLX3.904.663 $-1.105.624 $5.010.287 $-2.267.885 $7.278.172 $+2.768.457 $4.509.715 $+4.509.715 $
PALATIN TECHNOLOGIES INCPTNT6.633.152 $-482.505 $7.115.657 $+278.118 $6.837.539 $+2.814.613 $4.022.926 $+4.022.926 $
ADVANCED MICRO DEVICES INCAMD6.267.671 $+6.267.671 $
SPS COMMERCE INCSPSC3.029.379 $+1.373.955 $1.655.424 $+486.706 $1.168.718 $+127.668 $1.041.050 $+1.041.050 $
AbbVie Inc.ABBV1.115.992 $-229.718 $1.345.710 $+364.337 $981.373 $-33.123 $1.014.496 $+1.014.496 $
JPMORGAN CHASE & COJPM1.259.551 $-60.208 $1.319.759 $+131.418 $1.188.341 $+686.212 $502.129 $+502.129 $
EXXON MOBIL CORPXOM1.318.443 $+106.926 $1.211.517 $+12.851 $1.198.666 $+114.561 $1.084.105 $+1.084.105 $
Snap IncSNAP1.294.724 $+1.294.724 $
Walmart Inc.WMT1.166.636 $+258.368 $908.268 $+310.246 $598.022 $+355.722 $242.300 $+242.300 $
PEPSICO INCPEP441.083 $-587.960 $1.029.043 $+90.139 $938.904 $+44.483 $894.421 $+894.421 $
ELI LILLY & CoLLY847.012 $+238.901 $608.111 $-16.293 $624.404 $+624.404 $
GOLDMAN SACHS GROUP INCGS819.105 $+119.113 $699.992 $+116.098 $583.894 $+583.894 $
QUEST DIAGNOSTICS INCDGX730.120 $-32.200 $762.320 $+43.800 $718.520 $+41.720 $676.800 $+676.800 $
Trane Technologies plcTT673.619 $-47.511 $721.130 $-26.404 $747.534 $+747.534 $
BlackRock, Inc.BLK705.263 $+232.538 $472.725 $+216.451 $256.274 $+1.793 $254.481 $+254.481 $
CHEVRON CORPCVX667.639 $+49.917 $617.722 $+61.701 $556.021 $+634 $555.387 $+555.387 $
RTX CorpRTX662.502 $+91.974 $570.528 $+73.157 $497.371 $+497.371 $
Walt Disney CoDIS299.976 $+960 $299.016 $-56.314 $355.330 $-185.875 $541.205 $+541.205 $
CATERPILLAR INCCAT479.484 $+119.713 $359.771 $+359.771 $
LINDE PLCLIN376.765 $-94.435 $471.200 $+5.773 $465.427 $+465.427 $
MCDONALDS CORPMCD448.162 $-17.358 $465.520 $+77.903 $387.617 $-35.176 $422.793 $+422.793 $
LOCKHEED MARTIN CORPLMT443.727 $+38.345 $405.382 $+75.966 $329.416 $+329.416 $
UNITED PARCEL SERVICE INCUPS417.718 $+96.629 $321.089 $+321.089 $
Palo Alto Networks IncPANW367.519 $-38.703 $406.222 $-4.490 $410.712 $+410.712 $
JOHNSON & JOHNSONJNJ410.539 $+67.329 $343.210 $+131.334 $211.876 $+211.876 $
ASML HOLDING NVASML402.805 $+126.899 $275.906 $+75.558 $200.348 $+200.348 $
AT&T INC.T275.727 $-84.696 $360.423 $-34.627 $395.050 $+55.875 $339.175 $+339.175 $
Strategy IncMSTR286.767 $-89.167 $375.934 $+145.318 $230.616 $+230.616 $
DARDEN RESTAURANTS INCDRI332.163 $+10.264 $321.899 $-46.688 $368.587 $-3.511 $372.098 $+372.098 $
Accenture plcACN253.481 $+32.034 $221.447 $-120.483 $341.930 $+341.930 $
Mastercard IncMA217.272 $-74.528 $291.800 $-42.554 $334.354 $+2.741 $331.613 $+331.613 $
SCHWAB CHARLES CORPSCHW316.240 $+23.140 $293.100 $+13.165 $279.935 $+279.935 $
UNITEDHEALTH GROUP INCUNH245.796 $+4.086 $241.710 $-66.828 $308.538 $+85.944 $222.594 $+222.594 $
COCA COLA COKO275.938 $+26.664 $249.274 $-16.574 $265.848 $-4.985 $270.833 $+270.833 $
ORACLE CORPORCL266.616 $+266.616 $
TOWER SEMICONDUCTOR LTDTSEM254.100 $+254.100 $
PROCTER & GAMBLE CoPG215.999 $-27.088 $243.087 $+32.991 $210.096 $-17.614 $227.710 $+227.710 $
ISHARES GOLD TRUSTIAU238.997 $+238.997 $
Lloyds Banking Group plcLYG84.440 $+17.066 $67.374 $+4.304 $63.070 $+63.070 $
572.290.113 $+26.842.665 $546.000.831 $+43.293.949 $502.706.882 $+61.451.398 $442.550.208 $+442.550.208 $
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