Investments: HFR 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. ($)
423.399.686 $-6.403.505 $436.220.314 $+22.254.193 $413.966.121 $+4.704.101 $410.860.544 $+410.860.544 $
BANK OF AMERICA CORP /DE/BAC224.564.813 $-8.108.319 $232.673.132 $+9.265.697 $223.407.435 $+11.502.500 $211.904.935 $+211.904.935 $
CINTAS CORPCTAS18.595.519 $-1.720.295 $20.315.814 $-1.846.825 $22.162.639 $+1.691.645 $20.470.994 $+20.470.994 $
AMAZON COM INCAMZN22.154.165 $+1.002.548 $21.151.617 $-138.427 $21.290.044 $+2.856.704 $18.433.340 $+18.433.340 $
APPFOLIO INCAPPF22.083.909 $+1.277.558 $20.806.351 $+2.428.405 $18.377.946 $-2.445.497 $20.823.443 $+20.823.443 $
SCHWAB CHARLES CORPSCHW17.395.064 $+715.002 $16.680.062 $+699.466 $15.980.596 $+2.336.626 $13.643.970 $+13.643.970 $
ROLLINS INCROL16.438.377 $+343.911 $16.094.466 $+647.009 $15.447.457 $+701.535 $14.745.922 $+14.745.922 $
BERKSHIRE HATHAWAY INCBRK-B14.852.325 $+2.624 $14.849.701 $+446.186 $14.403.515 $-1.324.950 $15.728.465 $+15.728.465 $
PROCTER & GAMBLE CoPG14.665.486 $+3.630.821 $11.034.665 $-299.024 $11.333.689 $-661.134 $11.994.823 $+11.994.823 $
AMGEN INCAMGN12.655.133 $+1.804.624 $10.850.509 $+209.337 $10.641.172 $-1.092.646 $11.733.818 $+11.733.818 $
DOVER CorpDOV12.515.457 $+1.910.074 $10.605.383 $-978.601 $11.583.984 $+615.579 $10.968.405 $+10.968.405 $
Veralto CorpVLTO11.274.242 $-1.227.380 $12.501.622 $+11.325.655 $1.175.967 $+34.340 $1.141.627 $+1.141.627 $
MCCORMICK & CO INCMKC607.201 $-8.419.560 $9.026.761 $-1.127.660 $10.154.421 $-770.174 $10.924.595 $+10.924.595 $
NEXTERA ENERGY INCNEE10.739.052 $+728.901 $10.010.151 $+925.063 $9.085.088 $-35.714 $9.120.802 $+9.120.802 $
STERIS plcSTE10.467.841 $+265.642 $10.202.199 $+324.112 $9.878.087 $+678.363 $9.199.724 $+9.199.724 $
JOHNSON & JOHNSONJNJ596.430 $+62.050 $534.380 $+83.462 $450.918 $-8.605.149 $9.056.067 $+9.056.067 $
HENRY SCHEIN INCHSIC8.840.064 $+1.120.171 $7.719.893 $-745.433 $8.465.326 $+698.765 $7.766.561 $+7.766.561 $
BECTON DICKINSON & COBDX6.417.123 $+498.785 $5.918.338 $-1.703.863 $7.622.201 $+7.622.201 $
ALPHA PRO TECH LTDAPT1.237.384 $+1.237.384 $
BARRICK MINING CORPB889.683 $+220.225 $669.458 $+244.126 $425.332 $+425.332 $
RTX CorpRTX851.159 $+57.847 $793.312 $+71.827 $721.485 $+67.000 $654.485 $+654.485 $
JPMORGAN CHASE & COJPM608.996 $+12.833 $596.163 $+48.233 $547.930 $+86.766 $461.164 $+461.164 $
UNITEDHEALTH GROUP INCUNH359.820 $-16.557 $376.377 $+36.330 $340.047 $-230.841 $570.888 $+570.888 $
CHEVRON CORPCVX396.876 $-7.499 $404.375 $+31.508 $372.867 $-120.638 $493.505 $+493.505 $
Eaton Corp plcETN408.648 $-71.515 $480.163 $+22.145 $458.018 $+75.010 $383.008 $+383.008 $
EXXON MOBIL CORPXOM396.280 $+24.994 $371.286 $+16.301 $354.985 $-36.651 $391.636 $+391.636 $
BlackRock, Inc.BLK361.140 $+361.140 $
AbbVie Inc.ABBV327.410 $-4.371 $331.781 $+65.800 $265.981 $-34.247 $300.228 $+300.228 $
DEERE & CODE260.467 $+4.649 $255.818 $-28.661 $284.479 $+21.897 $262.582 $+262.582 $
SPIRE INCSR251.904 $+3.594 $248.310 $+25.982 $222.328 $-16.022 $238.350 $+238.350 $
VERIZON COMMUNICATIONS INCVZ203.365 $-16.077 $219.442 $+3.395 $216.047 $-10.435 $226.482 $+226.482 $
423.399.686 $-6.403.505 $436.220.314 $+22.254.193 $413.966.121 $+4.704.101 $410.860.544 $+410.860.544 $
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