Investments: RIDGECREST 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. ($)
170.621.200 $-27.615.888 $201.309.177 $+30.333.450 $170.975.727 $-4.095.897 $175.582.030 $+175.582.030 $
BANK OF AMERICA CORP /DE/BAC74.496.166 $-9.812.980 $84.309.146 $+7.690.717 $76.618.429 $+983.742 $75.634.687 $+75.634.687 $
APPFOLIO INCAPPF21.089.859 $-5.915.643 $27.005.502 $+5.212.366 $21.793.136 $-1.986.172 $23.779.308 $+23.779.308 $
ALPHA PRO TECH LTDAPT19.979.262 $-2.530.246 $22.509.508 $+5.914.328 $16.595.180 $+2.002.644 $14.592.536 $+14.592.536 $
NVIDIA CORPNVDA13.136.531 $+163.336 $12.973.195 $+9.568.992 $3.404.203 $-5.272.814 $8.677.017 $+8.677.017 $
MICROSOFT CORPMSFT7.262.897 $-1.558.576 $8.821.473 $+356.632 $8.464.841 $+2.050.507 $6.414.334 $+6.414.334 $
CHEVRON CORPCVX4.099.067 $-188.645 $4.287.712 $+83.510 $4.204.202 $-1.395.998 $5.600.200 $+5.600.200 $
PROCTER & GAMBLE CoPG3.178.472 $-1.589.134 $4.767.606 $-207.798 $4.975.404 $-372.887 $5.348.291 $+5.348.291 $
BERKSHIRE HATHAWAY INCBRK-B3.826.456 $-224.983 $4.051.439 $+111.264 $3.940.175 $-425.800 $4.365.975 $+4.365.975 $
JPMORGAN CHASE & COJPM2.212.468 $-280.479 $2.492.947 $+213.938 $2.279.009 $+352.400 $1.926.609 $+1.926.609 $
JOHNSON & JOHNSONJNJ1.211.782 $-1.193.998 $2.405.780 $+437.059 $1.968.721 $-235.854 $2.204.575 $+2.204.575 $
STARBUCKS CORPSBUX1.259.891 $-342.282 $1.602.173 $-775.931 $2.378.104 $+2.378.104 $
COCA COLA COKO1.979.572 $+2.705 $1.976.867 $-132.049 $2.108.916 $-68.905 $2.177.821 $+2.177.821 $
EXXON MOBIL CORPXOM1.191.158 $-752.734 $1.943.892 $+103.836 $1.840.056 $-26.194 $1.866.250 $+1.866.250 $
NETFLIX INCNFLX589.525 $-1.130.615 $1.720.140 $-201.121 $1.921.261 $+583.368 $1.337.893 $+1.337.893 $
AbbVie Inc.ABBV1.905.208 $-5.493 $1.910.701 $+379.311 $1.531.390 $-197.780 $1.729.170 $+1.729.170 $
AMAZON COM INCAMZN1.639.701 $-223.258 $1.862.959 $+20.394 $1.842.565 $+253.224 $1.589.341 $+1.589.341 $
BRUNSWICK CORPBC1.767.506 $+261.888 $1.505.618 $+190.464 $1.315.154 $-155.382 $1.470.536 $+1.470.536 $
ORACLE CORPORCL602.613 $-1.053.515 $1.656.128 $+210.205 $1.445.923 $+493.345 $952.578 $+952.578 $
AMGEN INCAMGN1.397.941 $+92.202 $1.305.739 $-55.968 $1.361.707 $-157.722 $1.519.429 $+1.519.429 $
VERIZON COMMUNICATIONS INCVZ454.378 $-415.006 $869.384 $-7.015 $876.399 $-88.801 $965.200 $+965.200 $
Walt Disney CoDIS555.237 $-330.822 $886.059 $-73.592 $959.651 $+176.121 $783.530 $+783.530 $
CATERPILLAR INCCAT956.693 $+11.459 $945.234 $+176.190 $769.044 $+114.721 $654.323 $+654.323 $
ELI LILLY & CoLLY945.718 $+268.937 $676.781 $-12.324 $689.105 $-63.299 $752.404 $+752.404 $
MCKESSON CORPMCK528.267 $-349.338 $877.605 $+45.167 $832.438 $-6.108 $838.546 $+838.546 $
PFIZER INCPFE628.650 $-97.588 $726.238 $+46.981 $679.257 $-63.586 $742.843 $+742.843 $
MCDONALDS CORPMCD481.062 $-231.864 $712.926 $+26.619 $686.307 $-43.077 $729.384 $+729.384 $
Walmart Inc.WMT492.098 $-209.328 $701.426 $+35.935 $665.491 $+67.290 $598.201 $+598.201 $
AMERICAN EXPRESS COAXP584.151 $-36.988 $621.139 $+24.646 $596.493 $+92.562 $503.931 $+503.931 $
AT&T INC.T435.194 $-109.527 $544.721 $-22.168 $566.889 $+6.707 $560.182 $+560.182 $
SCHWAB CHARLES CORPSCHW552.103 $+25.831 $526.272 $+74.753 $451.519 $+451.519 $
UNITEDHEALTH GROUP INCUNH232.285 $-11.758 $244.043 $+23.515 $220.528 $-293.212 $513.740 $+513.740 $
PEPSICO INCPEP244.989 $-227.170 $472.159 $+26.128 $446.031 $-60.766 $506.797 $+506.797 $
SPS COMMERCE INCSPSC380.458 $+7.214 $373.244 $+53.172 $320.072 $+17.525 $302.547 $+302.547 $
INTEL CORPINTC338.705 $-30.479 $369.184 $+123.232 $245.952 $-66.220 $312.172 $+312.172 $
NEXTERA ENERGY INCNEE258.261 $-105.374 $363.635 $+29.239 $334.396 $-7.081 $341.477 $+341.477 $
Public StoragePSA281.817 $-31.874 $313.691 $-4.963 $318.654 $-9.966 $328.620 $+328.620 $
RTX CorpRTX313.981 $+34.875 $279.106 $+31.164 $247.942 $+26.071 $221.871 $+221.871 $
COMCAST CORPCMCSA313.576 $+313.576 $
3M COMMM307.916 $+14.397 $293.519 $+26.821 $266.698 $+266.698 $
FORD MOTOR COF201.156 $-46.692 $247.848 $-28.882 $276.730 $+15.105 $261.625 $+261.625 $
Eaton Corp plcETN272.454 $+12.565 $259.889 $+259.889 $
Bank of New York Mellon CorpBK268.400 $+18.773 $249.627 $+14.199 $235.428 $+18.708 $216.720 $+216.720 $
BlackRock, Inc.BLK262.556 $+5.870 $256.686 $+19.952 $236.734 $+28.022 $208.712 $+208.712 $
SYNOPSYS INCSNPS244.228 $-8.011 $252.239 $+24.091 $228.148 $+228.148 $
UNITED PARCEL SERVICE INCUPS230.292 $+2.470 $227.822 $+10.042 $217.780 $+217.780 $
GOLDMAN SACHS GROUP INCGS210.960 $+210.960 $
SOUTHERN COSO205.205 $+205.205 $
Senseonics Holdings, Inc.SENS196.830 $+196.830 $
170.621.200 $-27.615.888 $201.309.177 $+30.333.450 $170.975.727 $-4.095.897 $175.582.030 $+175.582.030 $
Erweiterte Einstellungen ×