Investments: Team Financial Group, 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. ($)
180.906.758 $+2.161.104 $178.745.654 $+10.333.786 $168.414.390 $+26.320.963 $142.093.427 $+142.093.427 $
BANK OF AMERICA CORP /DE/BAC172.103.059 $+1.734.076 $170.368.983 $+9.421.313 $160.947.670 $+23.007.505 $137.940.165 $+137.940.165 $
MORGAN STANLEYMS3.174.153 $+274.351 $2.899.802 $+263.686 $2.636.116 $+598.392 $2.037.724 $+2.037.724 $
BlackRock, Inc.BLK1.008.987 $-15.912 $1.024.899 $+54.226 $970.673 $+746.522 $224.151 $+224.151 $
APPFOLIO INCAPPF819.983 $+19.624 $800.359 $+140.795 $659.564 $-171.369 $830.933 $+830.933 $
FMR LLC385.175 $+3.033 $382.142 $+153.007 $229.135 $+229.135 $
PALATIN TECHNOLOGIES INCPTNT355.500 $-9.340 $364.840 $+92.200 $272.640 $+272.640 $
NVIDIA CORPNVDA294.052 $-22.114 $316.166 $+48.463 $267.703 $+267.703 $
AMAZON COM INCAMZN312.069 $+15.210 $296.859 $+244 $296.615 $+50.228 $246.387 $+246.387 $
PROCTER & GAMBLE CoPG254.180 $-16.383 $270.563 $-8.081 $278.644 $-27.236 $305.880 $+305.880 $
MICROSOFT CORPMSFT278.620 $-19.426 $298.046 $+12.115 $285.931 $+18.047 $267.884 $+267.884 $
UNITEDHEALTH GROUP INCUNH273.919 $+56.614 $217.305 $+12.689 $204.616 $-35.687 $240.303 $+240.303 $
ALPHA PRO TECH LTDAPT193.734 $+43.380 $150.354 $+41.346 $109.008 $+109.008 $
CITIGROUP INCC159.373 $+12.174 $147.199 $+23.044 $124.155 $+124.155 $
ALLSTATE CORPALL120.103 $-3.750 $123.853 $+1.859 $121.994 $+121.994 $
JONES LANG LASALLE INCJLL108.343 $+12.297 $96.046 $+13.685 $82.361 $+82.361 $
DEERE & CODE94.012 $+1.997 $92.015 $-9.989 $102.004 $+102.004 $
GENERAL ELECTRIC COGE79.047 $-3.162 $82.209 $+7.078 $75.131 $+75.131 $
CONOCOPHILLIPSCOP62.886 $-75 $62.961 $+3.695 $59.266 $+59.266 $
BERKSHIRE HATHAWAY INCBRK-B61.323 $-11 $61.334 $+2.070 $59.264 $+59.264 $
SPS COMMERCE INCSPSC55.880 $+41.306 $14.574 $+2.076 $12.498 $+12.498 $
Walmart Inc.WMT53.783 $+4.031 $49.752 $+2.662 $47.090 $+47.090 $
RTX CorpRTX53.244 $+25.657 $27.587 $+3.586 $24.001 $+24.001 $
ELI LILLY & CoLLY51.285 $+14.921 $36.364 $-725 $37.089 $+37.089 $
CARNIVAL CORPCCL27.486 $-21.661 $49.147 $+1.343 $47.804 $+47.804 $
JPMORGAN CHASE & COJPM47.813 $+1.231 $46.582 $+11.471 $35.111 $+35.111 $
Phillips 66PSX45.509 $-2.054 $47.563 $+6.221 $41.342 $+41.342 $
STARBUCKS CORPSBUX42.105 $-195 $42.300 $-3.515 $45.815 $+45.815 $
CHEVRON CORPCVX38.618 $-393 $39.011 $+3.334 $35.677 $+35.677 $
ISHARES GOLD TRUSTIAU27.841 $-8.180 $36.021 $+5.153 $30.868 $+30.868 $
FEDEX CORPFDX35.719 $+6.594 $29.125 $+1.082 $28.043 $+28.043 $
PEPSICO INCPEP34.958 $+750 $34.208 $+2.369 $31.839 $+31.839 $
Medtronic plcMDT34.305 $+293 $34.012 $+2.882 $31.130 $+31.130 $
JOHNSON & JOHNSONJNJ29.182 $+3.201 $25.981 $+4.734 $21.247 $+21.247 $
Parker-Hannifin CorpPH25.380 $+3.513 $21.867 $+1.747 $20.120 $+20.120 $
3M COMMM21.959 $+766 $21.193 $+496 $20.697 $+20.697 $
Bank OZKOZK17.627 $-1.711 $19.338 $+1.637 $17.701 $+17.701 $
COCA COLA COKO16.398 $+1.048 $15.350 $-922 $16.272 $+16.272 $
STEEL DYNAMICS INCSTLD15.594 $+2.806 $12.788 $+1.091 $11.697 $+11.697 $
EXXON MOBIL CORPXOM14.468 $+1.029 $13.439 $+702 $12.737 $+12.737 $
ORACLE CORPORCL8.280 $-3.646 $11.926 $+2.674 $9.252 $+9.252 $
NOVARTIS AGNVS7.996 $+558 $7.438 $+419 $7.019 $+7.019 $
AbbVie Inc.ABBV7.083 $-95 $7.178 $+1.424 $5.754 $+5.754 $
ADVANCED MICRO DEVICES INCAMD6.211 $+1.519 $4.692 $+577 $4.115 $+4.115 $
GENERAL DYNAMICS CORPGD6.060 $-78 $6.138 $+6.138 $
MCDONALDS CORPMCD5.390 $+61 $5.329 $+235 $5.094 $+5.094 $
GOLDMAN SACHS GROUP INCGS5.347 $+524 $4.823 $+558 $4.265 $+4.265 $
Bank of New York Mellon CorpBK4.925 $+325 $4.600 $+773 $3.827 $+3.827 $
GENUINE PARTS COGPC4.279 $-509 $4.788 $+632 $4.156 $+4.156 $
Duke Energy CORPDUK3.590 $-165 $3.755 $+205 $3.550 $+3.550 $
Accenture plcACN3.318 $+268 $3.050 $-647 $3.697 $+3.697 $
VERIZON COMMUNICATIONS INCVZ3.381 $+3.381 $
LOCKHEED MARTIN CORPLMT2.587 $-64 $2.651 $+208 $2.443 $+2.443 $
DIAGEO PLCDEO2.522 $+2.522 $
FORD MOTOR COF2.244 $+2.244 $
COLGATE PALMOLIVE COCL1.928 $-10 $1.938 $-252 $2.190 $+2.190 $
Mastercard IncMA1.726 $+8 $1.718 $+23 $1.695 $+1.695 $
PFIZER INCPFE1.451 $-9 $1.460 $+94 $1.366 $+1.366 $
Fox CorpFOXA1.023 $+1.023 $
Knife River CorpKNF844 $-78 $922 $-58 $980 $+980 $
ALCON INCALC788 $+43 $745 $-138 $883 $+883 $
BP PLCBP374 $+8 $366 $+52 $314 $+314 $
NEWS CORPNWSA261 $+261 $
180.906.758 $+2.161.104 $178.745.654 $+10.333.786 $168.414.390 $+26.320.963 $142.093.427 $+142.093.427 $
Erweiterte Einstellungen ×