Investments: DOPKINS 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. ($)
54.717.389 $+369.875 $54.347.514 $+3.374.661 $52.590.116 $+9.708.336 $43.692.447 $+43.692.447 $
BANK OF AMERICA CORP /DE/BAC36.179.764 $+427.571 $35.752.193 $+2.016.910 $33.735.283 $+7.308.404 $26.426.879 $+26.426.879 $
MORGAN STANLEYMS9.166.388 $-19.474 $9.185.862 $+455.800 $8.730.062 $+1.971.593 $6.758.469 $+6.758.469 $
APPFOLIO INCAPPF3.257.784 $-49.939 $3.307.723 $+643.124 $2.664.599 $-220.255 $2.884.854 $+2.884.854 $
ORACLE CORPORCL1.530.410 $+551.740 $978.670 $+978.670 $
BlackRock, Inc.BLK1.340.942 $+341.025 $999.917 $+60.544 $939.373 $-89.266 $1.028.639 $+1.028.639 $
MICROSOFT CORPMSFT1.242.527 $-88.187 $1.330.714 $+68.204 $1.262.510 $+309.717 $952.793 $+952.793 $
EXXON MOBIL CORPXOM679.621 $-81.161 $760.782 $+33.401 $727.381 $-375.636 $1.103.017 $+1.103.017 $
NVIDIA CORPNVDA228.284 $-551.813 $780.097 $+120.959 $659.138 $+207.192 $451.946 $+451.946 $
GENERAL ELECTRIC COGE590.494 $+13.822 $576.672 $+83.255 $493.417 $-44.586 $538.003 $+538.003 $
AMAZON COM INCAMZN504.342 $+26.558 $477.784 $-7.068 $484.852 $+83.403 $401.449 $+401.449 $
PROCTER & GAMBLE CoPG412.876 $-29.790 $442.666 $-16.335 $459.001 $-31.979 $490.980 $+490.980 $
ISHARES GOLD TRUSTIAU339.778 $+13.332 $326.446 $-142.065 $468.511 $+25.545 $442.966 $+442.966 $
SPS COMMERCE INCSPSC453.379 $+46.721 $406.658 $+57.932 $348.726 $+19.094 $329.632 $+329.632 $
PFIZER INCPFE321.210 $+321.210 $
PEPSICO INCPEP299.880 $+299.880 $
CHEVRON CORPCVX269.839 $+269.839 $
AbbVie Inc.ABBV240.948 $+240.948 $
CITIGROUP INCC86.853 $-6.630 $93.483 $+93.483 $
54.717.389 $+369.875 $54.347.514 $+3.374.661 $52.590.116 $+9.708.336 $43.692.447 $+43.692.447 $
Erweiterte Einstellungen ×