Investments: OLIO Financial Planning

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
137.914.644 $+8.217.975 $129.936.453 $+129.936.453 $
BANK OF AMERICA CORP /DE/BAC124.130.617 $+6.066.588 $118.064.029 $+118.064.029 $
APPFOLIO INCAPPF2.818.370 $+710.063 $2.108.307 $+2.108.307 $
BlackRock, Inc.BLK2.611.899 $+117.783 $2.494.116 $+2.494.116 $
BERKSHIRE HATHAWAY INCBRK-B979.665 $-41.903 $1.021.568 $+1.021.568 $
AMAZON COM INCAMZN885.657 $+53.706 $831.951 $+831.951 $
NVIDIA CORPNVDA713.065 $-80.844 $793.909 $+793.909 $
ALPHA PRO TECH LTDAPT740.682 $+278.821 $461.861 $+461.861 $
INTUITIVE SURGICAL INCISRG665.473 $+139.977 $525.496 $+525.496 $
JPMORGAN CHASE & COJPM662.485 $+1.974 $660.511 $+660.511 $
SPS COMMERCE INCSPSC638.456 $+85.700 $552.756 $+552.756 $
MICROSOFT CORPMSFT584.159 $-28.080 $612.239 $+612.239 $
RTX CorpRTX413.934 $+36.270 $377.664 $+377.664 $
GLADSTONE COMMERCIAL CORPGOOD309.964 $-47.932 $357.896 $+357.896 $
EXXON MOBIL CORPXOM347.783 $+21.710 $326.073 $+326.073 $
iShares Bitcoin Trust ETFIBIT266.869 $-10.031 $276.900 $+276.900 $
CHEVRON CORPCVX263.243 $+263.243 $
NETFLIX INCNFLX239.784 $+239.784 $
ADVANCED MICRO DEVICES INCAMD239.431 $+239.431 $
KROGER COKR214.612 $-16.781 $231.393 $+231.393 $
Walmart Inc.WMT225.280 $+225.280 $
CSX CORPCSX203.000 $+203.000 $
137.914.644 $+8.217.975 $129.936.453 $+129.936.453 $
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