Investments: Blue Barn Wealth, 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. ($)
62.244.010 $-126.155.499 $202.430.186 $+15.100.184 $187.584.778 $+18.348.245 $170.051.568 $+170.051.568 $
BANK OF AMERICA CORP /DE/BAC54.741.835 $-118.853.064 $173.594.899 $+10.148.071 $163.446.828 $+13.256.332 $150.190.496 $+150.190.496 $
NVIDIA CORPNVDA1.422.838 $-1.527.191 $2.950.029 $+824.274 $2.125.755 $+1.144.591 $981.164 $+981.164 $
MICROSOFT CORPMSFT992.752 $-1.863.590 $2.856.342 $+115.756 $2.740.586 $+879.600 $1.860.986 $+1.860.986 $
AMAZON COM INCAMZN888.888 $-907.633 $1.796.521 $-251.465 $2.047.986 $-734 $2.048.720 $+2.048.720 $
ALPHA PRO TECH LTDAPT1.109.901 $-879.526 $1.989.427 $+523.847 $1.465.580 $+262.181 $1.203.399 $+1.203.399 $
ORACLE CORPORCL219.551 $-1.158.026 $1.377.577 $+195.226 $1.182.351 $+437.164 $745.187 $+745.187 $
APPFOLIO INCAPPF1.014.844 $-195.908 $1.210.752 $+365.606 $845.146 $-343.514 $1.188.660 $+1.188.660 $
NETFLIX INCNFLX842.841 $-177.576 $1.020.417 $+353.658 $666.759 $+666.759 $
BlackRock, Inc.BLK769.020 $+33.159 $735.861 $+159.425 $576.436 $+576.436 $
Mastercard IncMA226.687 $-363.193 $589.880 $+4.339 $585.541 $+42.902 $542.639 $+542.639 $
VERIZON COMMUNICATIONS INCVZ527.712 $+9.770 $517.942 $-68.971 $586.913 $+586.913 $
BOEING COBA558.136 $+14.615 $543.521 $+108.960 $434.561 $+434.561 $
Sony Group CorpSONY540.503 $+28.701 $511.802 $+19.972 $491.830 $+491.830 $
ELI LILLY & CoLLY259.006 $-198.035 $457.041 $-42.695 $499.736 $+11.623 $488.113 $+488.113 $
Accenture plcACN381.983 $-109.691 $491.674 $+196.796 $294.878 $+294.878 $
SAP SESAP369.551 $-71.698 $441.249 $+51.474 $389.775 $+389.775 $
Zoetis Inc.ZTS355.756 $-51.758 $407.514 $-31.937 $439.451 $+439.451 $
GENERAL ELECTRIC COGE406.431 $+59.469 $346.962 $+99.777 $247.185 $+247.185 $
UNILEVER PLCUL394.983 $+65.827 $329.156 $+12.112 $317.044 $+317.044 $
JPMORGAN CHASE & COJPM237.894 $-144.293 $382.187 $+11.102 $371.085 $+141.484 $229.601 $+229.601 $
ASTRAZENECA PLCAZN376.235 $+175.065 $201.170 $+201.170 $
CITIGROUP INCC248.111 $-126.553 $374.664 $+36.887 $337.777 $+72.771 $265.006 $+265.006 $
Sea LtdSE355.315 $+40.233 $315.082 $+75.502 $239.580 $+239.580 $
STARBUCKS CORPSBUX320.130 $-31.640 $351.770 $+92.518 $259.252 $+259.252 $
TELEDYNE TECHNOLOGIES INCTDY349.280 $+53.677 $295.603 $-35.872 $331.475 $+331.475 $
BERKSHIRE HATHAWAY INCBRK-B288.521 $-58.872 $347.393 $+59.331 $288.062 $+2.599 $285.463 $+285.463 $
Lloyds Banking Group plcLYG137.871 $-12.643 $150.514 $-191.556 $342.070 $+342.070 $
AbbVie Inc.ABBV335.184 $+70.714 $264.470 $-3.716 $268.186 $+268.186 $
MICRON TECHNOLOGY INCMU326.544 $+100.147 $226.397 $+226.397 $
Medtronic plcMDT325.911 $+27.877 $298.034 $-18.273 $316.307 $+316.307 $
Aon plcAON252.102 $-18.322 $270.424 $-52.440 $322.864 $+322.864 $
EXXON MOBIL CORPXOM313.696 $+27.839 $285.857 $+19.216 $266.641 $+266.641 $
WATSCO INCWSO246.219 $-22.728 $268.947 $-42.133 $311.080 $+311.080 $
Parker-Hannifin CorpPH294.970 $+11.367 $283.603 $+49.581 $234.022 $+234.022 $
NOVARTIS AGNVS292.002 $+27.595 $264.407 $+20.712 $243.695 $+243.695 $
Walt Disney CoDIS276.014 $-14.665 $290.679 $+75.612 $215.067 $+215.067 $
HEICO CORPHEI233.001 $-50.072 $283.073 $+57.968 $225.105 $+225.105 $
TotalEnergies SETTE279.827 $+12.658 $267.169 $-14.168 $281.337 $+281.337 $
MCDONALDS CORPMCD270.770 $+17.165 $253.605 $-26.591 $280.196 $+280.196 $
RELX PLCRELX210.001 $-67.133 $277.134 $+26.848 $250.286 $+250.286 $
FORD MOTOR COF266.638 $+20.238 $246.400 $+24.018 $222.382 $+222.382 $
RAMBUS INCRMBS260.500 $+260.500 $
NatWest Group plcNWG235.569 $-18.197 $253.766 $+253.766 $
LIGAND PHARMACEUTICALS INCLGND252.070 $+252.070 $
MORGAN STANLEYMS249.208 $+29.906 $219.302 $+219.302 $
SYNOPSYS INCSNPS248.669 $+248.669 $
ARGENX SEARGX237.494 $+237.494 $
COMMVAULT SYSTEMS INCCVLT232.955 $+232.955 $
UNITEDHEALTH GROUP INCUNH231.498 $+231.498 $
ASML HOLDING NVASML230.405 $+230.405 $
ALCON INCALC225.840 $+225.840 $
AeroVironment IncAVAV224.517 $+224.517 $
RTX CorpRTX221.215 $+7.148 $214.067 $+214.067 $
HDFC BANK LTDHDB217.513 $+217.513 $
LEMAITRE VASCULAR INCLMAT216.412 $+216.412 $
FREEPORT-MCMORAN INCFCX201.622 $-14.369 $215.991 $+215.991 $
CHEVRON CORPCVX215.867 $+8.427 $207.440 $+207.440 $
Trane Technologies plcTT214.768 $+214.768 $
FACTSET RESEARCH SYSTEMS INCFDS204.410 $+204.410 $
CVS HEALTH CorpCVS204.385 $+204.385 $
Monster Beverage CorpMNST203.747 $+203.747 $
Shell plcSHEL203.217 $+203.217 $
AES CORPAES185.609 $+51.563 $134.046 $-25.067 $159.113 $+159.113 $
PG&E CorpPCG167.554 $-7.373 $174.927 $+174.927 $
62.244.010 $-126.155.499 $202.430.186 $+15.100.184 $187.584.778 $+18.348.245 $170.051.568 $+170.051.568 $
Erweiterte Einstellungen ×