Investments: ShankerValleau Wealth Advisors, Inc.

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. ($)
139.518.793 $-26.600.294 $166.119.087 $+26.051.340 $140.210.340 $+27.129.886 $113.282.613 $+113.282.613 $
ORACLE CORPORCL63.489.204 $-28.448.996 $91.938.200 $+20.255.107 $71.683.093 $+25.324.753 $46.358.340 $+46.358.340 $
BANK OF AMERICA CORP /DE/BAC66.030.375 $+1.234.157 $64.796.218 $+4.805.329 $59.990.889 $+1.415.877 $58.575.012 $+58.575.012 $
APPFOLIO INCAPPF2.979.042 $+226.492 $2.752.550 $+534.662 $2.217.888 $-183.337 $2.401.225 $+2.401.225 $
PEPSICO INCPEP1.195.378 $+25.653 $1.169.725 $+69.964 $1.099.761 $-179.077 $1.278.838 $+1.278.838 $
ALPHA PRO TECH LTDAPT1.116.714 $+269.106 $847.608 $+231.954 $615.654 $+74.602 $541.052 $+541.052 $
MICROSOFT CORPMSFT841.015 $-69.023 $910.038 $+36.089 $873.949 $+214.389 $659.560 $+659.560 $
NORTHERN TRUST CORPNTRS657.817 $+9.583 $648.234 $+37.613 $610.621 $+135.523 $475.098 $+475.098 $
AMAZON COM INCAMZN608.442 $+26.142 $582.300 $+478 $581.822 $+77.252 $504.570 $+504.570 $
EXXON MOBIL CORPXOM450.312 $+28.401 $421.911 $+18.523 $403.388 $-41.648 $445.036 $+445.036 $
ELI LILLY & CoLLY369.690 $+105.692 $263.998 $+23.123 $240.875 $-14.331 $255.206 $+255.206 $
STARBUCKS CORPSBUX309.809 $-1.434 $311.243 $-25.864 $337.107 $-23.766 $360.873 $+360.873 $
NVIDIA CORPNVDA356.215 $-153 $356.368 $+54.607 $301.761 $+94.755 $207.006 $+207.006 $
BlackRock, Inc.BLK344.752 $-3.340 $348.092 $+348.092 $
PROCTER & GAMBLE CoPG259.678 $-23.192 $282.870 $-10.438 $293.308 $-20.435 $313.743 $+313.743 $
JPMORGAN CHASE & COJPM267.765 $+5.643 $262.122 $+21.207 $240.915 $+37.071 $203.844 $+203.844 $
JOHNSON & JOHNSONJNJ252.272 $+26.245 $226.027 $+23.868 $202.159 $+202.159 $
Trane Technologies plcTT203.552 $-17.133 $220.685 $-8.955 $229.640 $+229.640 $
Amcor plcAMCR131.513 $+2.523 $128.990 $-15.927 $144.917 $-8.042 $152.959 $+152.959 $
139.518.793 $-26.600.294 $166.119.087 $+26.051.340 $140.210.340 $+27.129.886 $113.282.613 $+113.282.613 $
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