Investments: Level Financial Advisors

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. ($)
132.375.932 $+7.390.131 $124.985.801 $+8.811.615 $116.174.186 $+5.227.836 $110.946.350 $+110.946.350 $
BANK OF AMERICA CORP /DE/BAC111.268.092 $+8.153.972 $103.114.120 $+6.261.538 $96.852.582 $+4.652.773 $92.199.809 $+92.199.809 $
PROCTER & GAMBLE CoPG5.233.642 $-399.616 $5.633.258 $-177.410 $5.810.668 $-404.634 $6.215.302 $+6.215.302 $
APPFOLIO INCAPPF2.157.379 $-33.604 $2.190.983 $+424.183 $1.766.800 $-196.630 $1.963.430 $+1.963.430 $
BlackRock, Inc.BLK1.568.800 $+82.224 $1.486.576 $+290.657 $1.195.919 $+74.841 $1.121.078 $+1.121.078 $
MICROSOFT CORPMSFT1.099.651 $-292.405 $1.392.056 $+58.795 $1.333.261 $+334.657 $998.604 $+998.604 $
EXXON MOBIL CORPXOM328.922 $-486.929 $815.851 $-435.860 $1.251.711 $-129.048 $1.380.759 $+1.380.759 $
UNITED PARCEL SERVICE INCUPS1.228.171 $+193.903 $1.034.268 $-215.571 $1.249.839 $-112.057 $1.361.896 $+1.361.896 $
LAM RESEARCH CORPLRCX1.207.161 $+254.329 $952.832 $+952.832 $
ALPHA PRO TECH LTDAPT1.130.076 $+114.624 $1.015.452 $+284.683 $730.769 $+94.984 $635.785 $+635.785 $
BERKSHIRE HATHAWAY INCBRK-B1.039.983 $-27.334 $1.067.317 $+30.198 $1.037.119 $-91.951 $1.129.070 $+1.129.070 $
MORGAN STANLEYMS1.096.697 $+51.305 $1.045.392 $+14.203 $1.031.189 $+54.565 $976.624 $+976.624 $
NVIDIA CORPNVDA1.036.977 $+156.101 $880.876 $+129.451 $751.425 $+235.955 $515.470 $+515.470 $
JPMORGAN CHASE & COJPM911.501 $+14.161 $897.340 $+396.376 $500.964 $+77.086 $423.878 $+423.878 $
Mastercard IncMA347.512 $-339.202 $686.714 $+686.714 $
AMAZON COM INCAMZN657.837 $+32.282 $625.555 $-9.140 $634.695 $+91.883 $542.812 $+542.812 $
NEXTERA ENERGY INCNEE520.502 $+31.056 $489.446 $+20.890 $468.556 $-9.922 $478.478 $+478.478 $
NETFLIX INCNFLX347.850 $-96.949 $444.799 $-52.018 $496.817 $+136.860 $359.957 $+359.957 $
ELI LILLY & CoLLY492.047 $+142.704 $349.343 $-7.505 $356.848 $-22.820 $379.668 $+379.668 $
CHEVRON CORPCVX209.422 $-161.927 $371.349 $+145.576 $225.773 $-37.957 $263.730 $+263.730 $
GENERAL ELECTRIC COGE258.745 $+40 $258.705 $+6.205 $252.500 $+252.500 $
BOEING COBA234.965 $+1.396 $233.569 $+6.818 $226.751 $+226.751 $
132.375.932 $+7.390.131 $124.985.801 $+8.811.615 $116.174.186 $+5.227.836 $110.946.350 $+110.946.350 $
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