Investments: Financial Council, 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. ($)
209.280.356 $+22.842.402 $188.544.683 $+188.544.683 $
BANK OF AMERICA CORP /DE/BAC135.545.594 $+6.853.435 $128.692.159 $+128.692.159 $
BlackRock, Inc.BLK26.222.518 $+13.363.768 $12.858.750 $+12.858.750 $
APPFOLIO INCAPPF12.891.600 $+765.629 $12.125.971 $+12.125.971 $
MICROSOFT CORPMSFT5.180.874 $-381.882 $5.562.756 $+5.562.756 $
ALPHA PRO TECH LTDAPT3.921.013 $+876.758 $3.044.255 $+3.044.255 $
NVIDIA CORPNVDA3.747.790 $+112.070 $3.635.720 $+3.635.720 $
EXXON MOBIL CORPXOM2.223.161 $+140.217 $2.082.944 $+2.082.944 $
PROCTER & GAMBLE CoPG1.863.968 $-181.706 $2.045.674 $+2.045.674 $
FirstService CorpFSV1.904.900 $+1.904.900 $
JPMORGAN CHASE & COJPM1.790.254 $+32.993 $1.757.261 $+1.757.261 $
COCA COLA COKO1.703.078 $+77.906 $1.625.172 $+1.625.172 $
AMAZON COM INCAMZN1.659.134 $+96.235 $1.562.899 $+1.562.899 $
AbbVie Inc.ABBV1.370.026 $-21.066 $1.391.092 $+1.391.092 $
ELI LILLY & CoLLY1.356.246 $+397.918 $958.328 $+958.328 $
ORACLE CORPORCL506.766 $-224.458 $731.224 $+731.224 $
Constellation Energy CorpCEG653.196 $+44.746 $608.450 $+608.450 $
BERKSHIRE HATHAWAY INCBRK-B639.371 $-2.628 $641.999 $+641.999 $
STARBUCKS CORPSBUX607.154 $-2.812 $609.966 $+609.966 $
GENERAL ELECTRIC COGE568.931 $+13.316 $555.615 $+555.615 $
NETFLIX INCNFLX396.605 $-117.732 $514.337 $+514.337 $
RAYMOND JAMES FINANCIAL INCRJF505.668 $+505.668 $
PEPSICO INCPEP485.959 $-3.334 $489.293 $+489.293 $
CATERPILLAR INCCAT486.940 $+75.160 $411.780 $+411.780 $
Mastercard IncMA484.677 $-2.224 $486.901 $+486.901 $
JOHNSON & JOHNSONJNJ416.207 $+40.414 $375.793 $+375.793 $
CSX CORPCSX391.287 $+8.738 $382.549 $+382.549 $
RTX CorpRTX350.539 $+17.664 $332.875 $+332.875 $
MICRON TECHNOLOGY INCMU345.632 $+143.007 $202.625 $+202.625 $
AMERICAN EXPRESS COAXP309.997 $+26.019 $283.978 $+283.978 $
UNITEDHEALTH GROUP INCUNH270.690 $-7.622 $278.312 $+278.312 $
Eaton Corp plcETN235.328 $-41.182 $276.510 $+276.510 $
MORGAN STANLEYMS273.929 $+28.654 $245.275 $+245.275 $
CINTAS CORPCTAS246.748 $-22.553 $269.301 $+269.301 $
Walmart Inc.WMT251.007 $+15.412 $235.595 $+235.595 $
EXELON CORPEXC241.881 $-7.879 $249.760 $+249.760 $
COLGATE PALMOLIVE COCL244.093 $-2.842 $246.935 $+246.935 $
Walt Disney CoDIS240.382 $-3.489 $243.871 $+243.871 $
AMGEN INCAMGN227.480 $+227.480 $
MCDONALDS CORPMCD213.941 $-7.595 $221.536 $+221.536 $
3M COMMM210.692 $+10.199 $200.493 $+200.493 $
CHIPOTLE MEXICAN GRILL INCCMG201.829 $+201.829 $
209.280.356 $+22.842.402 $188.544.683 $+188.544.683 $
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