Investments: Kathleen S. Wright Associates Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
160.688.302 $+3.347.723 $157.537.240 $+157.537.240 $
BANK OF AMERICA CORP /DE/BAC111.092.355 $+1.172.498 $109.919.857 $+109.919.857 $
BERKSHIRE HATHAWAY INCBRK-B24.605.923 $+225.473 $24.380.450 $+24.380.450 $
AMERICAN EXPRESS COAXP6.575.873 $+188.203 $6.387.670 $+6.387.670 $
ALPHA PRO TECH LTDAPT4.045.659 $+1.061.943 $2.983.716 $+2.983.716 $
AMAZON COM INCAMZN3.068.306 $-31.875 $3.100.181 $+3.100.181 $
BlackRock, Inc.BLK2.195.766 $+22.271 $2.173.495 $+2.173.495 $
JOHNSON & JOHNSONJNJ1.633.881 $+409.249 $1.224.632 $+1.224.632 $
MICROSOFT CORPMSFT991.874 $+45.303 $946.571 $+946.571 $
OGOREK ANTHONY JOSEPH /NY/ /ADV751.045 $+25.345 $725.700 $+725.700 $
Booking Holdings Inc.BKNG534.090 $-48.058 $582.148 $+582.148 $
ISHARES GOLD TRUSTIAU483.848 $+69.216 $414.632 $+414.632 $
APPFOLIO INCAPPF476.413 $+92.540 $383.873 $+383.873 $
ASSOCIATED BANC-CORPASB446.284 $-863 $447.147 $+447.147 $
VERIZON COMMUNICATIONS INCVZ403.495 $+219 $403.276 $+403.276 $
Walt Disney CoDIS352.647 $-29.294 $381.941 $+381.941 $
GARDNER RUSSO & QUINN LLC330.742 $-34.426 $365.168 $+365.168 $
PFIZER INCPFE289.717 $+5.163 $284.554 $+284.554 $
Mastercard IncMA289.341 $+7.591 $281.750 $+281.750 $
SCHWAB CHARLES CORPSCHW285.938 $+10.640 $275.298 $+275.298 $
CITIGROUP INCC271.670 $+17.348 $254.322 $+254.322 $
MORGAN STANLEYMS250.638 $+22.047 $228.591 $+228.591 $
DIAGEO PLCDEO164.646 $+79.909 $84.737 $+84.737 $
NETFLIX INCNFLX123.528 $-13.927 $137.455 $+137.455 $
Palo Alto Networks IncPANW105.068 $-526 $105.594 $+105.594 $
NVIDIA CORPNVDA99.447 $+10.499 $88.948 $+88.948 $
TARGET CORPTGT71.760 $-26.890 $98.650 $+98.650 $
WESTERN DIGITAL CORPWDC74.077 $+34.595 $39.482 $+39.482 $
CORCEPT THERAPEUTICS INCCORT65.324 $+7.632 $57.692 $+57.692 $
AECOMACM62.626 $+8.453 $54.173 $+54.173 $
NBC SECURITIES, INC.52.404 $-8.626 $61.030 $+61.030 $
JPMORGAN CHASE & COJPM57.982 $+57.982 $
BECTON DICKINSON & COBDX56.151 $+4.476 $51.675 $+51.675 $
AbbVie Inc.ABBV53.717 $+10.653 $43.064 $+43.064 $
Bank of New York Mellon CorpBK50.111 $+50.111 $
CUMMINS INCCMI44.349 $+9.961 $34.388 $+34.388 $
ADVANCED MICRO DEVICES INCAMD34.623 $+5.675 $28.948 $+28.948 $
TETRA TECH INCTTEK31.210 $-2.413 $33.623 $+33.623 $
INTUITIVE SURGICAL INCISRG26.834 $-5.771 $32.605 $+32.605 $
Grayscale Bitcoin Mini Trust ETFBTC31.137 $+1.771 $29.366 $+29.366 $
RTX CorpRTX30.664 $+30.664 $
ASML HOLDING NVASML29.043 $+5.001 $24.042 $+24.042 $
SPS COMMERCE INCSPSC26.660 $+3.798 $22.862 $+22.862 $
PEPSICO INCPEP26.408 $+26.408 $
CATERPILLAR INCCAT25.766 $+4.803 $20.963 $+20.963 $
Duke Energy CORPDUK25.493 $+1.185 $24.308 $+24.308 $
EQT CorpEQT8.382 $-11.097 $19.479 $+19.479 $
FREEPORT-MCMORAN INCFCX16.904 $-1.780 $18.684 $+18.684 $
Archer-Daniels-Midland CoADM18.473 $+18.473 $
SYSCO CORPSYY16.962 $+1.360 $15.602 $+15.602 $
BOEING COBA13.813 $+403 $13.410 $+13.410 $
Shell plcSHEL13.519 $+212 $13.307 $+13.307 $
AT&T INC.T13.023 $+13.023 $
PDS Biotechnology CorpPDSB7.070 $-2.240 $9.310 $+9.310 $
TotalEnergies SETTE8.058 $-230 $8.288 $+8.288 $
COMCAST CORPCMCSA5.844 $-794 $6.638 $+6.638 $
iShares Bitcoin Trust ETFIBIT6.500 $+379 $6.121 $+6.121 $
Synchrony FinancialSYF5.471 $+332 $5.139 $+5.139 $
CONOCOPHILLIPSCOP5.013 $+257 $4.756 $+4.756 $
FORD MOTOR COF1.398 $+130 $1.268 $+1.268 $
160.688.302 $+3.347.723 $157.537.240 $+157.537.240 $
Erweiterte Einstellungen ×