Investments: STRATEGIC PLANNING GROUP, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
753.672.683 $+35.876.842 $717.795.841 $+717.795.841 $
BANK OF AMERICA CORP /DE/BAC350.206.458 $-288.984 $350.495.442 $+350.495.442 $
APPFOLIO INCAPPF47.227.805 $+3.988.385 $43.239.420 $+43.239.420 $
ALPHA PRO TECH LTDAPT44.767.043 $+7.558.337 $37.208.706 $+37.208.706 $
AMAZON COM INCAMZN37.210.694 $+3.523.251 $33.687.443 $+33.687.443 $
NVIDIA CORPNVDA35.695.067 $+1.327.053 $34.368.014 $+34.368.014 $
MICROSOFT CORPMSFT32.178.030 $-303.861 $32.481.891 $+32.481.891 $
Walmart Inc.WMT26.291.558 $+2.998.675 $23.292.883 $+23.292.883 $
NETFLIX INCNFLX14.218.664 $-2.498.280 $16.716.944 $+16.716.944 $
Palo Alto Networks IncPANW12.906.625 $-600.106 $13.506.731 $+13.506.731 $
MORGAN STANLEYMS13.433.372 $+2.081.576 $11.351.796 $+11.351.796 $
GOLDMAN SACHS GROUP INCGS13.336.077 $+2.056.445 $11.279.632 $+11.279.632 $
JPMORGAN CHASE & COJPM13.274.087 $+919.155 $12.354.932 $+12.354.932 $
RTX CorpRTX12.710.242 $+1.791.466 $10.918.776 $+10.918.776 $
INTUITIVE SURGICAL INCISRG7.501.718 $-2.346.149 $9.847.867 $+9.847.867 $
ADVANCED MICRO DEVICES INCAMD9.600.588 $+2.261.639 $7.338.949 $+7.338.949 $
ASML HOLDING NVASML9.563.251 $+1.013.341 $8.549.910 $+8.549.910 $
ORACLE CORPORCL8.352.103 $-456.272 $8.808.375 $+8.808.375 $
ELI LILLY & CoLLY8.739.446 $+8.739.446 $
PALATIN TECHNOLOGIES INCPTNT8.534.856 $+288.139 $8.246.717 $+8.246.717 $
GENERAL ELECTRIC COGE8.379.644 $+826.339 $7.553.305 $+7.553.305 $
Phillips 66PSX7.554.115 $+212.710 $7.341.405 $+7.341.405 $
Duke Energy CORPDUK7.229.348 $+334.103 $6.895.245 $+6.895.245 $
Trane Technologies plcTT6.542.686 $+224.755 $6.317.931 $+6.317.931 $
AMERICAN EXPRESS COAXP6.416.186 $+984.377 $5.431.809 $+5.431.809 $
Mastercard IncMA5.496.359 $+564.352 $4.932.007 $+4.932.007 $
BOSTON SCIENTIFIC CORPBSX5.090.622 $+694.267 $4.396.355 $+4.396.355 $
BERKSHIRE HATHAWAY INCBRK-B667.439 $-229.837 $897.276 $+897.276 $
AT&T INC.T288.160 $-47.920 $336.080 $+336.080 $
MICRON TECHNOLOGY INCMU260.440 $+260.440 $
753.672.683 $+35.876.842 $717.795.841 $+717.795.841 $
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