Investments: Aspen 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. ($)
225.525.815 $+14.815.358 $210.710.457 $+23.698.088 $187.012.369 $+13.709.642 $173.550.635 $+173.550.635 $
BANK OF AMERICA CORP /DE/BAC190.541.538 $+12.793.305 $177.748.233 $+21.694.000 $156.054.233 $+10.931.561 $145.122.672 $+145.122.672 $
BlackRock, Inc.BLK5.758.746 $-312.792 $6.071.538 $-78.265 $6.149.803 $-1.165.416 $7.315.219 $+7.315.219 $
Walmart Inc.WMT5.724.276 $+419.132 $5.305.144 $+272.403 $5.032.741 $+3.458.964 $1.573.777 $+1.573.777 $
EXXON MOBIL CORPXOM4.367.131 $-811.683 $5.178.814 $+248.565 $4.930.249 $-35.322 $4.965.571 $+4.965.571 $
APPFOLIO INCAPPF3.497.541 $+466.250 $3.031.291 $+613.753 $2.417.538 $-166.251 $2.583.789 $+2.583.789 $
MICROSOFT CORPMSFT2.350.596 $-58.796 $2.409.392 $+135.380 $2.274.012 $+559.448 $1.714.564 $+1.714.564 $
PROSPERITY BANCSHARES INCPB1.382.200 $-541.950 $1.924.150 $-183.050 $2.107.200 $-33.900 $2.141.100 $+2.141.100 $
BERKSHIRE HATHAWAY INCBRK-B1.697.952 $+49.970 $1.647.982 $+55.628 $1.592.354 $-65.568 $1.657.922 $+1.657.922 $
JPMORGAN CHASE & COJPM1.547.659 $+38.254 $1.509.405 $+117.486 $1.391.919 $+264.534 $1.127.385 $+1.127.385 $
LOCKHEED MARTIN CORPLMT535.655 $+103.353 $432.302 $-34.393 $466.695 $-527.456 $994.151 $+994.151 $
NVIDIA CORPNVDA992.668 $+716.057 $276.611 $+51.083 $225.528 $+225.528 $
ALPHA PRO TECH LTDAPT910.320 $+382.452 $527.868 $+167.288 $360.580 $+43.166 $317.414 $+317.414 $
AMAZON COM INCAMZN851.726 $+326.954 $524.772 $+48.476 $476.296 $+89.878 $386.418 $+386.418 $
JOHNSON & JOHNSONJNJ709.113 $+122.670 $586.443 $+103.937 $482.506 $-39.314 $521.820 $+521.820 $
SPS COMMERCE INCSPSC687.994 $+76.230 $611.764 $+97.211 $514.553 $+223.243 $291.310 $+291.310 $
NOVARTIS AGNVS543.346 $-94.671 $638.017 $+127.118 $510.899 $+40.235 $470.664 $+470.664 $
CHEVRON CORPCVX557.343 $-8.541 $565.884 $+43.375 $522.509 $-63.638 $586.147 $+586.147 $
PROCTER & GAMBLE CoPG417.104 $-39.867 $456.971 $-16.056 $473.027 $-32.133 $505.160 $+505.160 $
AbbVie Inc.ABBV427.425 $-60.438 $487.863 $+243.591 $244.272 $-33.572 $277.844 $+277.844 $
REGIONS FINANCIAL CORPRF474.055 $+17.369 $456.686 $+53.628 $403.058 $+34.964 $368.094 $+368.094 $
Parker-Hannifin CorpPH473.759 $+473.759 $
ELI LILLY & CoLLY337.582 $+97.922 $239.660 $-5.170 $244.830 $-14.545 $259.375 $+259.375 $
Mastercard IncMA275.749 $+275.749 $
GENERAL DYNAMICS CORPGD247.908 $+247.908 $
MERCADOLIBRE INCMELI203.440 $+203.440 $
Walt Disney CoDIS201.691 $+201.691 $
Sabre CorpSABR59.206 $-20.461 $79.667 $-57.900 $137.567 $+15.236 $122.331 $+122.331 $
225.525.815 $+14.815.358 $210.710.457 $+23.698.088 $187.012.369 $+13.709.642 $173.550.635 $+173.550.635 $
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