Investments: ONE PLUS ONE WEALTH MANAGEMENT, 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. ($)
135.357.811 $-636.854 $136.214.404 $+11.035.050 $126.198.006 $-4.726.738 $131.441.660 $+131.441.660 $
BANK OF AMERICA CORP /DE/BAC105.541.902 $-460.500 $106.002.402 $+4.874.016 $101.128.386 $-9.037.595 $110.165.981 $+110.165.981 $
MORGAN STANLEYMS7.854.832 $-438.877 $8.293.709 $+1.566.183 $6.727.526 $+2.189.889 $4.537.637 $+4.537.637 $
APPFOLIO INCAPPF3.132.766 $+205.934 $2.926.832 $+160.842 $2.765.990 $-131.474 $2.897.464 $+2.897.464 $
JPMORGAN CHASE & COJPM2.762.746 $-52.928 $2.815.674 $+288.529 $2.527.145 $+325.087 $2.202.058 $+2.202.058 $
BlackRock, Inc.BLK2.188.812 $-250.853 $2.439.665 $+235.774 $2.203.891 $+1.033.472 $1.170.419 $+1.170.419 $
BARCLAYS BANK PLCATMP1.484.041 $-832.981 $2.317.022 $+2.317.022 $
AMAZON COM INCAMZN1.616.894 $+133.918 $1.482.976 $-40.688 $1.523.664 $+181.950 $1.341.714 $+1.341.714 $
MICROSOFT CORPMSFT1.380.735 $-201.084 $1.581.819 $-31.282 $1.613.101 $+369.434 $1.243.667 $+1.243.667 $
ALPHA PRO TECH LTDAPT1.321.225 $+327.892 $993.333 $+270.937 $722.396 $+86.922 $635.474 $+635.474 $
JOHNSON & JOHNSONJNJ1.120.220 $+114.131 $1.006.089 $+263.418 $742.671 $-154.855 $897.526 $+897.526 $
CITIGROUP INCC1.091.380 $+591.062 $500.318 $-304.023 $804.341 $+99.726 $704.615 $+704.615 $
Cambridge Investment Research Advisors, Inc.1.075.418 $+21.815 $1.053.603 $+1.053.603 $
UNITEDHEALTH GROUP INCUNH344.415 $-406.643 $751.058 $+751.058 $
RTX CorpRTX581.378 $+50.942 $530.436 $-68.246 $598.682 $+55.596 $543.086 $+543.086 $
ROPER TECHNOLOGIES INCROP436.852 $-67.069 $503.921 $-20.216 $524.137 $+524.137 $
Booking Holdings Inc.BKNG519.467 $+55.130 $464.337 $+99.615 $364.722 $+364.722 $
ELI LILLY & CoLLY467.718 $-27.828 $495.546 $+495.546 $
NEXTERA ENERGY INCNEE482.347 $+28.982 $453.365 $+26.110 $427.255 $-8.846 $436.101 $+436.101 $
EXXON MOBIL CORPXOM455.367 $+28.721 $426.646 $+18.731 $407.915 $-32.602 $440.517 $+440.517 $
ORACLE CORPORCL289.636 $-144.599 $434.235 $+109.351 $324.884 $+103.565 $221.319 $+221.319 $
BERKSHIRE HATHAWAY INCBRK-B412.173 $-6.107 $418.280 $+77.755 $340.525 $-32.814 $373.339 $+373.339 $
Trane Technologies plcTT356.118 $-29.975 $386.093 $-14.137 $400.230 $+91.948 $308.282 $+308.282 $
COPART INCCPRT215.286 $-45.495 $260.781 $-38.153 $298.934 $-36.645 $335.579 $+335.579 $
GOLDMAN SACHS GROUP INCGS322.173 $+322.173 $
Eaton Corp plcETN247.164 $-67.580 $314.744 $-5.833 $320.577 $+70.493 $250.084 $+250.084 $
Walmart Inc.WMT299.803 $+299.803 $
SPS COMMERCE INCSPSC277.417 $+28.588 $248.829 $+35.448 $213.381 $+11.683 $201.698 $+201.698 $
AbbVie Inc.ABBV204.727 $-2.733 $207.460 $-11.757 $219.217 $-28.226 $247.443 $+247.443 $
PALATIN TECHNOLOGIES INCPTNT221.654 $+2.750 $218.904 $+218.904 $
PEPSICO INCPEP201.933 $-15.180 $217.113 $+217.113 $
STRYKER CORPSYK206.519 $+206.519 $
135.357.811 $-636.854 $136.214.404 $+11.035.050 $126.198.006 $-4.726.738 $131.441.660 $+131.441.660 $
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