Investments: Trevian 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. ($)
91.351.331 $+16.008.541 $75.342.790 $+75.284.145 $59.324 $+28.277 $31.047 $+31.047 $
BANK OF AMERICA CORP /DE/BAC69.912.304 $+12.254.221 $57.658.083 $+57.611.709 $46.374 $+24.088 $22.286 $+22.286 $
ALPHA PRO TECH LTDAPT5.712.612 $+1.354.442 $4.358.170 $+4.355.810 $2.360 $+475 $1.885 $+1.885 $
MICROSOFT CORPMSFT4.047.849 $-262.151 $4.310.000 $+4.306.893 $3.107 $+813 $2.294 $+2.294 $
BlackRock, Inc.BLK4.142.967 $+1.963.056 $2.179.911 $+2.178.147 $1.764 $+1.764 $
APPFOLIO INCAPPF2.054.046 $+394.800 $1.659.246 $+1.657.508 $1.738 $-75 $1.813 $+1.813 $
AMAZON COM INCAMZN1.928.732 $+115.962 $1.812.770 $+1.811.038 $1.732 $+335 $1.397 $+1.397 $
STARBUCKS CORPSBUX1.314.084 $-39.587 $1.353.671 $+1.353.671 $
NVIDIA CORPNVDA965.569 $+114.716 $850.853 $+850.308 $545 $+183 $362 $+362 $
BERKSHIRE HATHAWAY INCBRK-B759.002 $+99.407 $659.595 $+658.993 $602 $-58 $660 $+660 $
JPMORGAN CHASE & COJPM514.166 $+13.675 $500.491 $+500.068 $423 $+73 $350 $+350 $
REPLIGEN CORPRGEN679 $+679 $
91.351.331 $+16.008.541 $75.342.790 $+75.284.145 $59.324 $+28.277 $31.047 $+31.047 $
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