Investments: Geometric Wealth Advisors

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. ($)
47.699.110 $-80.731 $48.232.637 $+5.779.107 $42.453.530 $+5.963.397 $36.490.133 $+36.490.133 $
BANK OF AMERICA CORP /DE/BAC29.608.846 $-220.051 $29.828.897 $+3.618.673 $26.210.224 $+3.754.460 $22.455.764 $+22.455.764 $
APPFOLIO INCAPPF4.550.740 $+183.256 $4.367.484 $+719.505 $3.647.979 $-288.670 $3.936.649 $+3.936.649 $
AMAZON COM INCAMZN2.685.129 $+45.458 $2.639.671 $+203.784 $2.435.887 $-56.138 $2.492.025 $+2.492.025 $
MICROSOFT CORPMSFT2.010.408 $-158.767 $2.169.175 $-182.082 $2.351.257 $+964.566 $1.386.691 $+1.386.691 $
BlackRock, Inc.BLK2.168.280 $+35.312 $2.132.968 $+870.117 $1.262.851 $+273.797 $989.054 $+989.054 $
ALPHA PRO TECH LTDAPT1.624.149 $+360.140 $1.264.009 $+338.774 $925.235 $-6.767 $932.002 $+932.002 $
Eaton Corp plcETN1.088.986 $-180.844 $1.269.830 $+58.563 $1.211.267 $+293.297 $917.970 $+917.970 $
COCA COLA COKO810.812 $+42.690 $768.122 $-43.426 $811.548 $-6.757 $818.305 $+818.305 $
SOUTHERN COSO699.954 $-60.765 $760.719 $+23.600 $737.119 $+1.151 $735.968 $+735.968 $
BERKSHIRE HATHAWAY INCBRK-B496.116 $-71.980 $568.096 $+19.176 $548.920 $-44.374 $593.294 $+593.294 $
NETFLIX INCNFLX351.600 $-102.791 $454.391 $-132.148 $586.539 $+586.539 $
ORACLE CORPORCL452.796 $+96.429 $356.367 $+109.323 $247.044 $+247.044 $
JPMORGAN CHASE & COJPM426.942 $+27.608 $399.334 $+25.060 $374.274 $+74.763 $299.511 $+299.511 $
NVIDIA CORPNVDA418.695 $+1.502 $417.193 $+78.778 $338.415 $+338.415 $
ALLSTATE CORPALL391.738 $-12.233 $403.971 $+25.106 $378.865 $-8.977 $387.842 $+387.842 $
JOHNSON & JOHNSONJNJ366.715 $+30.734 $335.981 $+59.198 $276.783 $-21.231 $298.014 $+298.014 $
47.699.110 $-80.731 $48.232.637 $+5.779.107 $42.453.530 $+5.963.397 $36.490.133 $+36.490.133 $
Erweiterte Einstellungen ×