Investments: Heirloom Wealth Management

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. ($)
320.014.538 $+16.403.989 $303.610.549 $+29.585.690 $281.089.814 $-3.312.242 $291.162.947 $+291.162.947 $
BANK OF AMERICA CORP /DE/BAC116.389.072 $+9.159.765 $107.229.307 $+15.622.131 $91.607.176 $-29.484.042 $121.091.218 $+121.091.218 $
ALPHA PRO TECH LTDAPT31.609.943 $-295.105 $31.905.048 $+8.921.967 $22.983.081 $+2.804.533 $20.178.548 $+20.178.548 $
NVIDIA CORPNVDA27.063.205 $-2.442.575 $29.505.780 $-968.134 $30.473.914 $+9.690.525 $20.783.389 $+20.783.389 $
MICROSOFT CORPMSFT26.602.501 $-1.426.517 $28.029.018 $+1.410.717 $26.618.301 $+6.514.843 $20.103.458 $+20.103.458 $
BERKSHIRE HATHAWAY INCBRK-B21.148.245 $+553.752 $20.594.493 $+1.978.572 $18.615.921 $-1.688.958 $20.304.879 $+20.304.879 $
ASML HOLDING NVASML16.062.652 $-1.361.033 $17.423.685 $-1.179.089 $18.602.774 $+3.334.364 $15.268.410 $+15.268.410 $
LINDE PLCLIN16.065.945 $+1.941.919 $14.124.026 $+356.043 $13.767.983 $+143.926 $13.624.057 $+13.624.057 $
MERCADOLIBRE INCMELI12.695.881 $-1.772.115 $14.467.996 $-1.297.420 $15.765.416 $+4.149.936 $11.615.480 $+11.615.480 $
Parker-Hannifin CorpPH14.280.916 $+2.115.282 $12.165.634 $+1.129.707 $11.035.927 $+1.430.004 $9.605.923 $+9.605.923 $
APPFOLIO INCAPPF12.689.860 $+926.221 $11.763.639 $+2.428.421 $9.335.218 $-753.018 $10.088.236 $+10.088.236 $
INTUITIVE SURGICAL INCISRG9.684.756 $+9.483.502 $201.254 $-43.281 $244.535 $+14.730 $229.805 $+229.805 $
iShares Bitcoin Trust ETFIBIT6.462.100 $-1.514.700 $7.976.800 $+963.481 $7.013.319 $+1.744.760 $5.268.559 $+5.268.559 $
EXXON MOBIL CORPXOM7.721.394 $+537.731 $7.183.663 $+395.530 $6.788.133 $-689.035 $7.477.168 $+7.477.168 $
ELI LILLY & CoLLY7.064.955 $-402.979 $7.467.934 $+7.467.934 $
BROWN & BROWN, INC.BRO6.760.891 $+6.760.891 $
Accenture plcACN520.502 $+41.851 $478.651 $-101.196 $579.847 $-25.511 $605.358 $+605.358 $
SCHWAB CHARLES CORPSCHW400.983 $+400.983 $
AMAZON COM INCAMZN375.775 $+54.764 $321.011 $-51.074 $372.085 $+37.608 $334.477 $+334.477 $
CHEVRON CORPCVX240.808 $+264 $240.544 $+19.315 $221.229 $-133.928 $355.157 $+355.157 $
320.014.538 $+16.403.989 $303.610.549 $+29.585.690 $281.089.814 $-3.312.242 $291.162.947 $+291.162.947 $
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