Investments: Whelan Financial

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. ($)
229.909.611 $+5.126.998 $225.594.505 $+34.017.740 $191.365.899 $+15.870.277 $175.706.488 $+175.706.488 $
BANK OF AMERICA CORP /DE/BAC178.589.015 $+3.179.769 $175.409.246 $+18.039.469 $157.369.777 $+8.603.579 $148.766.198 $+148.766.198 $
APPFOLIO INCAPPF9.123.686 $+294.884 $8.828.802 $+2.478.250 $6.350.552 $-500.761 $6.851.313 $+6.851.313 $
NVIDIA CORPNVDA6.232.372 $-135.216 $6.367.588 $+2.294.604 $4.072.984 $+1.213.478 $2.859.506 $+2.859.506 $
MICROSOFT CORPMSFT5.502.058 $-228.144 $5.730.202 $+1.107.259 $4.622.943 $+1.550.870 $3.072.073 $+3.072.073 $
ALPHA PRO TECH LTDAPT5.582.833 $+1.540.769 $4.042.064 $+1.679.766 $2.362.298 $+460.212 $1.902.086 $+1.902.086 $
AMAZON COM INCAMZN3.148.616 $+183.104 $2.965.512 $+716.326 $2.249.186 $+428.588 $1.820.598 $+1.820.598 $
BERKSHIRE HATHAWAY INCBRK-B2.032.717 $+168.054 $1.864.663 $+145.037 $1.719.626 $+197.512 $1.522.114 $+1.522.114 $
KLA CORPKLAC1.972.970 $+304.718 $1.668.252 $+67.084 $1.601.168 $+617.241 $983.927 $+983.927 $
SCHWAB CHARLES CORPSCHW1.659.171 $+321.942 $1.337.229 $+627.296 $709.933 $+247.599 $462.334 $+462.334 $
Walt Disney CoDIS1.556.607 $+178.479 $1.378.128 $+416.555 $961.573 $+393.752 $567.821 $+567.821 $
AMERICAN EXPRESS COAXP1.501.358 $+260.405 $1.240.953 $-36.443 $1.277.396 $+519.959 $757.437 $+757.437 $
JPMORGAN CHASE & COJPM1.321.734 $-136.183 $1.457.917 $+450.190 $1.007.727 $+157.027 $850.700 $+850.700 $
Mastercard IncMA994.659 $+49.708 $944.951 $+197.444 $747.507 $+190.521 $556.986 $+556.986 $
ORACLE CORPORCL578.268 $-408.978 $987.246 $+490.564 $496.682 $+180.985 $315.697 $+315.697 $
NETFLIX INCNFLX454.173 $-351.501 $805.674 $+422.683 $382.991 $+118.152 $264.839 $+264.839 $
CHEVRON CORPCVX691.813 $-53.338 $745.151 $+289.267 $455.884 $-81.292 $537.176 $+537.176 $
NICOLET BANKSHARES INCNIC672.408 $+35.430 $636.978 $+25.955 $611.023 $+256.608 $354.415 $+354.415 $
PALATIN TECHNOLOGIES INCPTNT664.430 $+11.366 $653.064 $+180.715 $472.349 $+472.349 $
CHIPOTLE MEXICAN GRILL INCCMG649.720 $+45.606 $604.114 $+7.464 $596.650 $+227.807 $368.843 $+368.843 $
Walmart Inc.WMT610.705 $+33.507 $577.198 $+71.065 $506.133 $+57.775 $448.358 $+448.358 $
LAM RESEARCH CORPLRCX567.119 $+140.647 $426.472 $+66.411 $360.061 $+73.332 $286.729 $+286.729 $
ELI LILLY & CoLLY530.006 $+98.835 $431.171 $+96.621 $334.550 $-49.843 $384.393 $+384.393 $
PROCTER & GAMBLE CoPG448.683 $-67.029 $515.712 $+17.004 $498.708 $-28.945 $527.653 $+527.653 $
AbbVie Inc.ABBV391.765 $-105.762 $497.527 $+282.047 $215.480 $-36.745 $252.225 $+252.225 $
BOEING COBA266.406 $-210.147 $476.553 $+476.553 $
EXXON MOBIL CORPXOM414.769 $-47.561 $462.330 $+173.285 $289.045 $-4.371 $293.416 $+293.416 $
Palo Alto Networks IncPANW369.505 $-20.020 $389.525 $+47.572 $341.953 $+104.763 $237.190 $+237.190 $
MICRON TECHNOLOGY INCMU343.259 $+118.779 $224.480 $+224.480 $
CITIGROUP INCC340.275 $+72.936 $267.339 $+267.339 $
iShares Bitcoin Trust ETFIBIT238.370 $-63.100 $301.470 $+301.470 $
GENERAL ELECTRIC COGE282.496 $-11.602 $294.098 $+294.098 $
ISHARES GOLD TRUSTIAU282.390 $+26.385 $256.005 $+256.005 $
STARBUCKS CORPSBUX279.038 $+279.038 $
ADVANCED MICRO DEVICES INCAMD273.911 $+52.420 $221.491 $+221.491 $
SYNOPSYS INCSNPS212.783 $-48.714 $261.497 $-12.274 $273.771 $+53.771 $220.000 $+220.000 $
RTX CorpRTX268.659 $+268.659 $
SPS COMMERCE INCSPSC268.302 $+27.649 $240.653 $+34.283 $206.370 $+206.370 $
CARNIVAL CORPCCL268.019 $+13.640 $254.379 $+5.742 $248.637 $+248.637 $
UNITEDHEALTH GROUP INCUNH203.549 $-58.053 $261.602 $+50.736 $210.866 $+210.866 $
MCKESSON CORPMCK201.791 $-57.782 $259.573 $+259.573 $
JOHNSON & JOHNSONJNJ253.845 $+2.372 $251.473 $+251.473 $
AT&T INC.T213.055 $-31.276 $244.331 $+244.331 $
MORGAN STANLEYMS243.209 $+243.209 $
Senseonics Holdings, Inc.SENS20.986 $-1.956 $22.942 $-8.653 $31.595 $+31.595 $
229.909.611 $+5.126.998 $225.594.505 $+34.017.740 $191.365.899 $+15.870.277 $175.706.488 $+175.706.488 $
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