Investments: Investments & Financial Planning, 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. ($)
104.615.079 $+3.761.638 $100.853.441 $+7.205.107 $93.648.334 $+11.218.014 $82.430.320 $+82.430.320 $
BANK OF AMERICA CORP /DE/BAC85.914.408 $+3.331.114 $82.583.294 $+5.291.727 $77.291.567 $+8.090.524 $69.201.043 $+69.201.043 $
BlackRock, Inc.BLK11.467.142 $+166.749 $11.300.393 $+1.035.127 $10.265.266 $+1.324.681 $8.940.585 $+8.940.585 $
NVIDIA CORPNVDA4.528.146 $+6.175 $4.521.971 $+695.646 $3.826.325 $+1.221.157 $2.605.168 $+2.605.168 $
APPFOLIO INCAPPF809.020 $+51.350 $757.670 $+147.244 $610.426 $-50.375 $660.801 $+660.801 $
AMAZON COM INCAMZN429.094 $+9.935 $419.159 $+343 $418.816 $+60.366 $358.450 $+358.450 $
MICROSOFT CORPMSFT306.025 $-21.691 $327.716 $+13.023 $314.693 $+77.454 $237.239 $+237.239 $
BOEING COBA258.590 $+1.536 $257.054 $+7.504 $249.550 $+46.425 $203.125 $+203.125 $
SCHWAB CHARLES CORPSCHW249.783 $+6.421 $243.362 $+10.883 $232.479 $+232.479 $
Walt Disney CoDIS219.662 $-1.410 $221.072 $-17.795 $238.867 $+238.867 $
UNITEDHEALTH GROUP INCUNH211.995 $-9.755 $221.750 $+21.405 $200.345 $-23.564 $223.909 $+223.909 $
ALPHA PRO TECH LTDAPT221.214 $+221.214 $
104.615.079 $+3.761.638 $100.853.441 $+7.205.107 $93.648.334 $+11.218.014 $82.430.320 $+82.430.320 $
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