Investments: Greystone 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. ($)
525.351.766 $+7.887.600 $527.390.077 $+55.593.601 $482.826.203 $+39.577.875 $462.506.220 $+462.506.220 $
BANK OF AMERICA CORP /DE/BAC221.140.315 $-3.602.537 $224.742.852 $+44.464.164 $180.278.688 $+4.509.799 $175.768.889 $+175.768.889 $
APPFOLIO INCAPPF22.257.983 $+512.722 $21.745.261 $+4.810.202 $16.935.059 $-1.385.928 $18.320.987 $+18.320.987 $
BlackRock, Inc.BLK2.731.047 $+218.115 $2.512.932 $+181.273 $2.331.659 $-17.258.157 $19.589.816 $+19.589.816 $
MICROSOFT CORPMSFT16.782.220 $-1.343.305 $18.125.525 $+301.239 $17.824.286 $+3.559.619 $14.264.667 $+14.264.667 $
Walmart Inc.WMT17.823.962 $+689.072 $17.134.890 $+730.903 $16.403.987 $+1.474.974 $14.929.013 $+14.929.013 $
JPMORGAN CHASE & COJPM17.601.476 $+49.149 $17.552.327 $+231.859 $17.320.468 $+2.561.869 $14.758.599 $+14.758.599 $
Bank of New York Mellon CorpBK15.863.784 $+554.119 $15.309.665 $+1.268.740 $14.040.925 $+1.579.868 $12.461.057 $+12.461.057 $
AMERICAN EXPRESS COAXP15.161.861 $-143.233 $15.305.094 $+260.664 $15.044.430 $+2.235.539 $12.808.891 $+12.808.891 $
AMGEN INCAMGN14.693.601 $+1.122.885 $13.570.716 $+856.330 $12.714.386 $+3.181.891 $9.532.495 $+9.532.495 $
BERKSHIRE HATHAWAY INCBRK-B13.583.111 $-113.035 $13.696.146 $+639.134 $13.057.012 $-1.356.733 $14.413.745 $+14.413.745 $
MORGAN STANLEYMS14.306.247 $+1.164.224 $13.142.023 $-548.507 $13.690.530 $+2.272.679 $11.417.851 $+11.417.851 $
LOCKHEED MARTIN CORPLMT12.906.715 $-700.365 $13.607.080 $+247.244 $13.359.836 $+205.520 $13.154.316 $+13.154.316 $
LINDE PLCLIN13.003.189 $+101.239 $12.901.950 $+262.710 $12.639.240 $+2.063.624 $10.575.616 $+10.575.616 $
EMERSON ELECTRIC COEMR11.133.403 $+17.211 $11.116.192 $-1.808.638 $12.924.830 $+3.414.881 $9.509.949 $+9.509.949 $
Walt Disney CoDIS8.655.284 $-4.042.348 $12.697.632 $+2.267.016 $10.430.616 $+10.430.616 $
CHEVRON CORPCVX12.001.768 $-330.416 $12.332.184 $+889.407 $11.442.777 $+1.325.508 $10.117.269 $+10.117.269 $
STARBUCKS CORPSBUX9.142.850 $-2.401.726 $11.544.576 $-673.332 $12.217.908 $+12.217.908 $
Duke Energy CORPDUK11.789.568 $+186.025 $11.603.543 $+1.787.595 $9.815.948 $+9.815.948 $
MCKESSON CORPMCK9.137.279 $+302.455 $8.834.824 $+519.190 $8.315.634 $-2.743.643 $11.059.277 $+11.059.277 $
REGIONS FINANCIAL CORPRF10.427.186 $+1.995.458 $8.431.728 $-228.995 $8.660.723 $+1.220.653 $7.440.070 $+7.440.070 $
FEDEX CORPFDX10.200.991 $+1.803.014 $8.397.977 $+8.397.977 $
MCDONALDS CORPMCD9.662.492 $-134.314 $9.796.806 $+9.796.806 $
Fox CorpFOXA9.611.454 $+1.075.235 $8.536.219 $-468.963 $9.005.182 $-113.759 $9.118.941 $+9.118.941 $
UNITEDHEALTH GROUP INCUNH9.145.729 $+9.145.729 $
SEMPRASRE8.660.106 $+8.660.106 $
AMAZON COM INCAMZN8.483.097 $+4.054.370 $4.428.727 $-42.222 $4.470.949 $+935.538 $3.535.411 $+3.535.411 $
COCA COLA COKO8.336.808 $+1.434.745 $6.902.063 $-383.329 $7.285.392 $-63.691 $7.349.083 $+7.349.083 $
PROCTER & GAMBLE CoPG202.541 $-7.824.653 $8.027.194 $+1.004.181 $7.023.013 $+7.023.013 $
NVIDIA CORPNVDA6.510.598 $-154.856 $6.665.454 $+843.148 $5.822.306 $+1.984.316 $3.837.990 $+3.837.990 $
ALPHA PRO TECH LTDAPT4.785.683 $+975.215 $3.810.468 $+928.789 $2.881.679 $-16.000 $2.897.679 $+2.897.679 $
Palo Alto Networks IncPANW1.953.441 $-13.121 $1.966.562 $-36.659 $2.003.221 $+354.497 $1.648.724 $+1.648.724 $
BOEING COBA1.994.681 $+93.650 $1.901.031 $+1.249.602 $651.429 $+651.429 $
Shell plcSHEL1.784.182 $+61.798 $1.722.384 $+45.342 $1.677.042 $-31.795 $1.708.837 $+1.708.837 $
KLA CORPKLAC1.629.422 $+156.054 $1.473.368 $-22.518 $1.495.886 $+362.659 $1.133.227 $+1.133.227 $
GOLDMAN SACHS GROUP INCGS1.560.253 $+111.677 $1.448.576 $+32.362 $1.416.214 $+339.476 $1.076.738 $+1.076.738 $
SCHWAB CHARLES CORPSCHW1.463.981 $+91.982 $1.371.999 $+41.172 $1.330.827 $+182.538 $1.148.289 $+1.148.289 $
NEXTERA ENERGY INCNEE828.736 $-216.183 $1.044.919 $+1.044.919 $
ELI LILLY & CoLLY994.091 $+110.531 $883.560 $-34.729 $918.289 $+161.754 $756.535 $+756.535 $
NETFLIX INCNFLX984.949 $+97.748 $887.201 $-105.094 $992.295 $+420.654 $571.641 $+571.641 $
Constellation Energy CorpCEG749.992 $-68.076 $818.068 $+818.068 $
Eaton Corp plcETN815.218 $+815.218 $
AbbVie Inc.ABBV801.118 $+163.522 $637.596 $-76.857 $714.453 $+714.453 $
ASTRAZENECA PLCAZN796.114 $+128.113 $668.001 $+66.684 $601.317 $+601.317 $
AGNICO EAGLE MINES LTDAEM725.588 $+725.588 $
Accenture plcACN711.800 $+711.800 $
NUCOR CORPNUE636.839 $+636.839 $
ADVANCED MICRO DEVICES INCAMD559.600 $+136.519 $423.081 $+52.154 $370.927 $+100.926 $270.001 $+270.001 $
JOHNSON & JOHNSONJNJ311.460 $+24.986 $286.474 $+286.474 $
FORD MOTOR COF266.968 $+523 $266.445 $+16.220 $250.225 $+250.225 $
GENERAL DYNAMICS CORPGD254.515 $-10.101 $264.616 $+38.288 $226.328 $+14.806 $211.522 $+211.522 $
525.351.766 $+7.887.600 $527.390.077 $+55.593.601 $482.826.203 $+39.577.875 $462.506.220 $+462.506.220 $
Erweiterte Einstellungen ×