Investments: Synergy Financial Group, LTD

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. ($)
129.265.688 $-5.690.968 $135.220.868 $+11.912.434 $123.831.102 $+24.011.165 $100.037.817 $+100.037.817 $
BANK OF AMERICA CORP /DE/BAC62.971.186 $-6.013.861 $68.985.047 $+5.977.890 $63.007.157 $+12.710.400 $50.296.757 $+50.296.757 $
NVIDIA CORPNVDA11.588.339 $-590.004 $12.178.343 $+1.599.465 $10.578.878 $+3.416.607 $7.162.271 $+7.162.271 $
MICROSOFT CORPMSFT11.328.215 $-383.989 $11.712.204 $+2.275.292 $9.436.912 $+2.417.839 $7.019.073 $+7.019.073 $
AMAZON COM INCAMZN9.585.955 $+196.044 $9.389.911 $+427.830 $8.962.081 $+1.389.923 $7.572.158 $+7.572.158 $
ALPHA PRO TECH LTDAPT8.168.054 $+1.656.722 $6.511.332 $+1.881.139 $4.630.193 $+837.211 $3.792.982 $+3.792.982 $
APPFOLIO INCAPPF5.927.225 $+325.045 $5.602.180 $+1.007.783 $4.594.397 $-116.531 $4.710.928 $+4.710.928 $
NETFLIX INCNFLX3.352.576 $-1.004.299 $4.356.875 $-1.046.515 $5.403.390 $+1.425.217 $3.978.173 $+3.978.173 $
MERCADOLIBRE INCMELI3.285.258 $-563.682 $3.848.940 $-335.482 $4.184.422 $+1.148.868 $3.035.554 $+3.035.554 $
Mastercard IncMA1.914.938 $-17.845 $1.932.783 $-11.844 $1.944.627 $+26.115 $1.918.512 $+1.918.512 $
CHIPOTLE MEXICAN GRILL INCCMG1.164.057 $-117.809 $1.281.866 $-570.129 $1.851.995 $+72.553 $1.779.442 $+1.779.442 $
Walt Disney CoDIS1.113.815 $-28.759 $1.142.574 $-113.944 $1.256.518 $+238.092 $1.018.426 $+1.018.426 $
STARBUCKS CORPSBUX631.558 $-36.654 $668.212 $-82.073 $750.285 $-134.770 $885.055 $+885.055 $
PALATIN TECHNOLOGIES INCPTNT600.084 $-198.916 $799.000 $+401.900 $397.100 $+154.872 $242.228 $+242.228 $
ADVANCED MICRO DEVICES INCAMD764.123 $+214.846 $549.277 $+79.730 $469.547 $+136.156 $333.391 $+333.391 $
BlackRock, Inc.BLK719.414 $+27.430 $691.984 $+57.134 $634.850 $+63.550 $571.300 $+571.300 $
ASML HOLDING NVASML665.453 $+73.950 $591.503 $+165.164 $426.339 $+55.929 $370.410 $+370.410 $
BERKSHIRE HATHAWAY INCBRK-B576.037 $+5.930 $570.107 $+19.244 $550.863 $-61.604 $612.467 $+612.467 $
HUBSPOT INCHUBS317.830 $-68.105 $385.935 $-76.068 $462.003 $-20.737 $482.740 $+482.740 $
CHEVRON CORPCVX420.042 $-12.751 $432.793 $+41.455 $391.338 $-72.390 $463.728 $+463.728 $
Accenture plcACN343.156 $+38.358 $304.798 $-67.320 $372.118 $-24.797 $396.915 $+396.915 $
MICRON TECHNOLOGY INCMU376.456 $+156.765 $219.691 $+219.691 $
EPR PROPERTIESEPR299.699 $-75.452 $375.151 $+3.103 $372.048 $+40.710 $331.338 $+331.338 $
Booking Holdings Inc.BKNG337.386 $-2.768 $340.154 $-30.357 $370.511 $+75.669 $294.842 $+294.842 $
Sea LtdSE256.416 $-102.831 $359.247 $+26.892 $332.355 $+31.445 $300.910 $+300.910 $
NEXTERA ENERGY INCNEE344.562 $-6.052 $350.614 $+27.621 $322.993 $-7.783 $330.776 $+330.776 $
Walmart Inc.WMT337.349 $+31.467 $305.882 $+15.671 $290.211 $+25.085 $265.126 $+265.126 $
Strategy IncMSTR264.212 $-67.257 $331.469 $+95.088 $236.381 $+236.381 $
JPMORGAN CHASE & COJPM302.242 $-5.933 $308.175 $+33.920 $274.255 $+45.881 $228.374 $+228.374 $
SYNOPSYS INCSNPS281.362 $+3.090 $278.272 $-4.727 $282.999 $+47.560 $235.439 $+235.439 $
APPIAN CORPAPPN270.621 $+9.516 $261.105 $+261.105 $
UNITED PARCEL SERVICE INCUPS252.047 $-13.579 $265.626 $+265.626 $
GENUINE PARTS COGPC200.548 $-49.071 $249.619 $+31.140 $218.479 $+5.099 $213.380 $+213.380 $
ELI LILLY & CoLLY245.027 $+245.027 $
HERSHEY COHSY201.452 $-32.735 $234.187 $+26.086 $208.101 $-6.029 $214.130 $+214.130 $
INTUITIVE SURGICAL INCISRG228.243 $+228.243 $
UNITEDHEALTH GROUP INCUNH217.880 $+217.880 $
LAM RESEARCH CORPLRCX210.551 $+210.551 $
NEW YORK TIMES CONYT207.080 $+207.080 $
129.265.688 $-5.690.968 $135.220.868 $+11.912.434 $123.831.102 $+24.011.165 $100.037.817 $+100.037.817 $
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