Investments: CHERRYDALE 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. ($)
138.228.290 $+7.752.346 $130.720.191 $+14.148.343 $115.934.236 $+13.999.718 $103.011.485 $+103.011.485 $
BANK OF AMERICA CORP /DE/BAC110.079.014 $+6.487.212 $103.591.802 $+10.006.316 $93.585.486 $+11.066.446 $82.519.040 $+82.519.040 $
ALPHA PRO TECH LTDAPT4.433.182 $+991.711 $3.441.471 $+1.049.399 $2.392.072 $+305.650 $2.086.422 $+2.086.422 $
APPFOLIO INCAPPF4.233.814 $+177.175 $4.056.639 $+1.048.292 $3.008.347 $-445.161 $3.453.508 $+3.453.508 $
NVIDIA CORPNVDA3.969.969 $-1.703 $3.971.672 $+611.431 $3.360.241 $+1.033.898 $2.326.343 $+2.326.343 $
MICROSOFT CORPMSFT3.135.447 $-222.408 $3.357.855 $+133.297 $3.224.558 $+846.686 $2.377.872 $+2.377.872 $
AMAZON COM INCAMZN2.112.926 $-501.714 $2.614.640 $+133.778 $2.480.862 $+427.196 $2.053.666 $+2.053.666 $
BlackRock, Inc.BLK1.506.663 $+47.481 $1.459.182 $+101.754 $1.357.428 $+138.285 $1.219.143 $+1.219.143 $
BERKSHIRE HATHAWAY INCBRK-B996.252 $-179 $996.431 $+179.366 $817.065 $-78.735 $895.800 $+895.800 $
JPMORGAN CHASE & COJPM854.814 $+18.014 $836.800 $+67.701 $769.099 $+122.025 $647.074 $+647.074 $
ELI LILLY & CoLLY786.406 $+228.075 $558.331 $-30.068 $588.399 $-18.445 $606.844 $+606.844 $
NETFLIX INCNFLX525.056 $-146.339 $671.395 $-78.518 $749.913 $+227.696 $522.217 $+522.217 $
EXXON MOBIL CORPXOM480.679 $+37.082 $443.597 $+36.939 $406.658 $-71.243 $477.901 $+477.901 $
Mastercard IncMA439.264 $+1.593 $437.671 $+5.286 $432.385 $+16.115 $416.270 $+416.270 $
ORACLE CORPORCL296.435 $-131.297 $427.732 $+95.222 $332.510 $+119.596 $212.914 $+212.914 $
GOLDMAN SACHS GROUP INCGS396.864 $+37.615 $359.249 $+40.265 $318.984 $+72.970 $246.014 $+246.014 $
JOHNSON & JOHNSONJNJ394.880 $+41.082 $353.798 $+114.883 $238.915 $-129.431 $368.346 $+368.346 $
UNITEDHEALTH GROUP INCUNH252.777 $-39.601 $292.378 $-100.820 $393.198 $+393.198 $
AbbVie Inc.ABBV367.160 $-4.901 $372.061 $+73.789 $298.272 $-33.796 $332.068 $+332.068 $
PALATIN TECHNOLOGIES INCPTNT321.372 $+7.062 $314.310 $+84.474 $229.836 $+229.836 $
Walmart Inc.WMT320.708 $+24.036 $296.672 $+15.199 $281.473 $+32.708 $248.765 $+248.765 $
PROCTER & GAMBLE CoPG233.582 $-12.125 $245.707 $-66.711 $312.418 $+312.418 $
ADVANCED MICRO DEVICES INCAMD307.534 $+82.808 $224.726 $+224.726 $
CATERPILLAR INCCAT299.345 $+50.017 $249.328 $+46.475 $202.853 $+202.853 $
INTUITIVE SURGICAL INCISRG267.888 $+61.268 $206.620 $-62.911 $269.531 $+40.716 $228.815 $+228.815 $
MICRON TECHNOLOGY INCMU254.637 $+254.637 $
CHEVRON CORPCVX209.554 $+1.320 $208.234 $-36.180 $244.414 $+244.414 $
COPART INCCPRT238.131 $+238.131 $
RTX CorpRTX219.842 $+19.263 $200.579 $+200.579 $
GENERAL ELECTRIC COGE219.106 $+5.129 $213.977 $+213.977 $
AT&T INC.T211.889 $-5.252 $217.141 $+4.952 $212.189 $+212.189 $
AMERICAN EXPRESS COAXP206.059 $+206.059 $
COCA COLA COKO200.125 $-1.099 $201.224 $+201.224 $
WIPRO LTDWIT83.840 $+14.821 $69.019 $-12.032 $81.051 $-43.601 $124.652 $+124.652 $
Lloyds Banking Group plcLYG56.678 $+8.127 $48.551 $+3.101 $45.450 $-787 $46.237 $+46.237 $
138.228.290 $+7.752.346 $130.720.191 $+14.148.343 $115.934.236 $+13.999.718 $103.011.485 $+103.011.485 $
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