Investments: Buttonwood Financial 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. ($)
260.927.706 $+9.737.518 $251.664.870 $+35.392.097 $216.272.773 $+20.155.260 $196.361.677 $+196.361.677 $
BANK OF AMERICA CORP /DE/BAC145.494.223 $+5.957.284 $139.536.939 $+17.787.348 $121.749.591 $+11.854.002 $109.895.589 $+109.895.589 $
ALPHA PRO TECH LTDAPT23.088.172 $+4.414.510 $18.673.662 $+5.894.946 $12.778.716 $+1.737.893 $11.040.823 $+11.040.823 $
MICROSOFT CORPMSFT12.618.252 $-1.241.626 $13.859.878 $+409.797 $13.450.081 $+3.513.037 $9.937.044 $+9.937.044 $
BERKSHIRE HATHAWAY INCBRK-B11.556.008 $-65.918 $11.621.926 $+1.176.817 $10.445.109 $-1.337.248 $11.782.357 $+11.782.357 $
MICROCHIP TECHNOLOGY INCMCHP5.018.744 $-981.126 $5.999.870 $-1.387.157 $7.387.027 $+2.219.523 $5.167.504 $+5.167.504 $
AMAZON COM INCAMZN6.172.762 $+250.355 $5.922.407 $+492.998 $5.429.409 $+976.801 $4.452.608 $+4.452.608 $
FISERV INCFISV3.908.186 $-1.394.641 $5.302.827 $+3.230.200 $2.072.627 $-595.994 $2.668.621 $+2.668.621 $
SCHWAB CHARLES CORPSCHW4.237.353 $+134.194 $4.103.159 $+136.099 $3.967.060 $+533.138 $3.433.922 $+3.433.922 $
APPFOLIO INCAPPF3.994.168 $+231.792 $3.762.376 $+714.645 $3.047.731 $-249.241 $3.296.972 $+3.296.972 $
EXXON MOBIL CORPXOM3.679.244 $+170.825 $3.508.419 $+453.711 $3.054.708 $-211.187 $3.265.895 $+3.265.895 $
ASML HOLDING NVASML3.626.670 $+332.406 $3.294.264 $+3.294.264 $
AMERICAN EXPRESS COAXP3.120.697 $+236.304 $2.884.393 $-126.734 $3.011.127 $+365.573 $2.645.554 $+2.645.554 $
Walt Disney CoDIS2.594.771 $-106.646 $2.701.417 $-351.318 $3.052.735 $+610.912 $2.441.823 $+2.441.823 $
NETFLIX INCNFLX1.791.231 $-525.614 $2.316.845 $-315.139 $2.631.984 $+743.198 $1.888.786 $+1.888.786 $
STARBUCKS CORPSBUX2.014.734 $-44.668 $2.059.402 $-262.292 $2.321.694 $-174.150 $2.495.844 $+2.495.844 $
CHIPOTLE MEXICAN GRILL INCCMG2.477.039 $+2.477.039 $
EMERSON ELECTRIC COEMR2.186.403 $-30.488 $2.216.891 $-183.645 $2.400.536 $+341.033 $2.059.503 $+2.059.503 $
PEPSICO INCPEP1.751.702 $-246.378 $1.998.080 $+574.583 $1.423.497 $+242.825 $1.180.672 $+1.180.672 $
Accenture plcACN1.558.826 $+120.807 $1.438.019 $-308.940 $1.746.959 $-87.333 $1.834.292 $+1.834.292 $
LOCKHEED MARTIN CORPLMT1.743.732 $-70.439 $1.814.171 $+647.075 $1.167.096 $+25.379 $1.141.717 $+1.141.717 $
GARTNER INCIT1.522.005 $-58.632 $1.580.637 $+1.580.637 $
HERSHEY COHSY1.497.956 $+56.602 $1.441.354 $+822.692 $618.662 $+63.441 $555.221 $+555.221 $
MCDONALDS CORPMCD1.350.121 $-8.513 $1.358.634 $+42.660 $1.315.974 $-122.329 $1.438.303 $+1.438.303 $
GENERAL ELECTRIC COGE1.289.108 $-4.348 $1.293.456 $+117.573 $1.175.883 $+231.353 $944.530 $+944.530 $
PROCTER & GAMBLE CoPG766.811 $-111.332 $878.143 $-158.676 $1.036.819 $-146.559 $1.183.378 $+1.183.378 $
Booking Holdings Inc.BKNG1.039.807 $-19.173 $1.058.980 $-76.319 $1.135.299 $+236.592 $898.707 $+898.707 $
JPMORGAN CHASE & COJPM1.094.848 $+19.781 $1.075.067 $+75.832 $999.235 $-74.617 $1.073.852 $+1.073.852 $
DIAGEO PLCDEO474.682 $-53.935 $528.617 $-540.725 $1.069.342 $+1.069.342 $
3M COMMM986.690 $+29.709 $956.981 $+17.856 $939.125 $+32.650 $906.475 $+906.475 $
UNITEDHEALTH GROUP INCUNH496.220 $-26.231 $522.451 $+40.705 $481.746 $-390.845 $872.591 $+872.591 $
AbbVie Inc.ABBV733.705 $-9.379 $743.084 $+128.627 $614.457 $-82.614 $697.071 $+697.071 $
GENERAL DYNAMICS CORPGD680.699 $-25.143 $705.842 $+93.380 $612.462 $+39.793 $572.669 $+572.669 $
COPART INCCPRT692.994 $+354.370 $338.624 $+338.624 $
STRYKER CORPSYK580.263 $-37.725 $617.988 $-48.488 $666.476 $+39.845 $626.631 $+626.631 $
WILLIAMS SONOMA INCWSM599.547 $-56.601 $656.148 $+99.365 $556.783 $+17.960 $538.823 $+538.823 $
COCA COLA COKO524.357 $+2.735 $521.622 $-67.361 $588.983 $-44.682 $633.665 $+633.665 $
JOHNSON & JOHNSONJNJ598.218 $+25.224 $572.994 $+101.025 $471.969 $-40.363 $512.332 $+512.332 $
ORACLE CORPORCL405.499 $-179.292 $584.791 $+86.034 $498.757 $+178.076 $320.681 $+320.681 $
GENUINE PARTS COGPC398.589 $-103.505 $502.094 $+62.635 $439.459 $+7.861 $431.598 $+431.598 $
UNITED PARCEL SERVICE INCUPS358.746 $+48.320 $310.426 $-75.139 $385.565 $-109.323 $494.888 $+494.888 $
NVIDIA CORPNVDA410.995 $-736 $411.731 $+78.574 $333.157 $+102.771 $230.386 $+230.386 $
RTX CorpRTX398.231 $+32.718 $365.513 $+41.877 $323.636 $+27.140 $296.496 $+296.496 $
Walmart Inc.WMT357.587 $+17.319 $340.268 $+7.506 $332.762 $+31.992 $300.770 $+300.770 $
Duke Energy CORPDUK262.854 $-19.987 $282.841 $+8.422 $274.419 $-49.117 $323.536 $+323.536 $
YUM BRANDS INCYUM287.381 $-1.368 $288.749 $+7.257 $281.492 $-17.439 $298.931 $+298.931 $
Constellation Energy CorpCEG264.503 $-25.641 $290.144 $+5.571 $284.573 $+284.573 $
SOUTHERN COSO226.737 $-19.683 $246.420 $+7.644 $238.776 $-28.335 $267.111 $+267.111 $
KLA CORPKLAC259.615 $+29.354 $230.261 $+230.261 $
Solventum CorpSOLV244.164 $+244.164 $
NEXTERA ENERGY INCNEE210.703 $+210.703 $
260.927.706 $+9.737.518 $251.664.870 $+35.392.097 $216.272.773 $+20.155.260 $196.361.677 $+196.361.677 $
Erweiterte Einstellungen ×