Investments: SK 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. ($)
266.613.317 $+78.882.514 $187.730.803 $+28.785.858 $158.944.945 $+30.524.144 $128.677.354 $+128.677.354 $
BANK OF AMERICA CORP /DE/BAC207.043.158 $+42.566.840 $164.476.318 $+22.007.278 $142.469.040 $+24.862.179 $117.606.861 $+117.606.861 $
THOMPSON DAVIS & CO., INC.19.923.018 $+18.863.688 $1.059.330 $+1.059.330 $
RAYMOND JAMES FINANCIAL INCRJF14.580.029 $+13.670.360 $909.669 $+909.669 $
MORGAN STANLEYMS8.489.702 $+3.688.701 $4.801.001 $+2.148.983 $2.652.018 $+2.308.452 $343.566 $+343.566 $
APPFOLIO INCAPPF3.934.030 $-518.714 $4.452.744 $+1.489.664 $2.963.080 $+526.315 $2.436.765 $+2.436.765 $
MICROSOFT CORPMSFT2.088.256 $-450.159 $2.538.415 $+87.238 $2.451.177 $+753.422 $1.697.755 $+1.697.755 $
NVIDIA CORPNVDA2.342.227 $-126.927 $2.469.154 $+373.304 $2.095.850 $+819.721 $1.276.129 $+1.276.129 $
BlackRock, Inc.BLK2.021.209 $+96.445 $1.924.764 $+207.563 $1.717.201 $+391.032 $1.326.169 $+1.326.169 $
AMAZON COM INCAMZN1.559.159 $+139.428 $1.419.731 $+32.417 $1.387.314 $+347.420 $1.039.894 $+1.039.894 $
ALPHA PRO TECH LTDAPT1.237.570 $+353.934 $883.636 $+230.157 $653.479 $+110.104 $543.375 $+543.375 $
CSX CORPCSX836.221 $+42.942 $793.279 $+62.741 $730.538 $+135.173 $595.365 $+595.365 $
RTX CorpRTX782.496 $+150.025 $632.471 $+64.832 $567.639 $+83.005 $484.634 $+484.634 $
PEPSICO INCPEP360.122 $+13.105 $347.017 $+27.646 $319.371 $-6.609 $325.980 $+325.980 $
JOHNSON & JOHNSONJNJ331.702 $+54.546 $277.156 $+41.211 $235.945 $-31.495 $267.440 $+267.440 $
ELI LILLY & CoLLY315.022 $+31.938 $283.084 $+42.856 $240.228 $-4.134 $244.362 $+244.362 $
EXXON MOBIL CORPXOM308.541 $+62.706 $245.835 $+202 $245.633 $+13.127 $232.506 $+232.506 $
UNITEDHEALTH GROUP INCUNH256.553 $+256.553 $
LAM RESEARCH CORPLRCX252.244 $+252.244 $
JPMORGAN CHASE & COJPM208.611 $-8.588 $217.199 $+767 $216.432 $+216.432 $
266.613.317 $+78.882.514 $187.730.803 $+28.785.858 $158.944.945 $+30.524.144 $128.677.354 $+128.677.354 $
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