Investments: Archvest Wealth Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
109.444.156 $+43.128.435 $64.916.766 $-3.632.202 $69.731.888 $-9.623.915 $79.571.838 $+79.571.838 $
BANK OF AMERICA CORP /DE/BAC86.926.013 $+40.599.766 $46.326.247 $-4.665.983 $50.992.230 $-11.297.220 $62.289.450 $+62.289.450 $
APPFOLIO INCAPPF5.399.834 $+40.861 $5.358.973 $+387.655 $4.971.318 $-546.676 $5.517.994 $+5.517.994 $
ALPHA PRO TECH LTDAPT2.639.987 $+666.178 $1.973.809 $+502.495 $1.471.314 $-373.986 $1.845.300 $+1.845.300 $
ELI LILLY & CoLLY2.429.638 $+753.821 $1.675.817 $-66.631 $1.742.448 $-20.073 $1.762.521 $+1.762.521 $
AMAZON COM INCAMZN2.316.740 $+126.310 $2.190.430 $-34.404 $2.224.834 $+365.804 $1.859.030 $+1.859.030 $
MICROSOFT CORPMSFT2.221.300 $+247.700 $1.973.600 $-229.963 $2.203.563 $+585.067 $1.618.496 $+1.618.496 $
NVIDIA CORPNVDA2.102.729 $+506.543 $1.596.186 $+116.801 $1.479.385 $+525.585 $953.800 $+953.800 $
BlackRock, Inc.BLK1.890.876 $+156.740 $1.734.136 $-173.280 $1.907.416 $+62.887 $1.844.529 $+1.844.529 $
EXXON MOBIL CORPXOM204.622 $-716.626 $921.248 $+715.500 $205.748 $+205.748 $
GENERAL ELECTRIC COGE496.528 $+23.599 $472.929 $+61.345 $411.584 $+92.096 $319.488 $+319.488 $
CHEVRON CORPCVX421.592 $+57.611 $363.981 $-25.679 $389.660 $-27.055 $416.715 $+416.715 $
GOLDMAN SACHS GROUP INCGS379.346 $+152.677 $226.669 $-77.227 $303.896 $+81.345 $222.551 $+222.551 $
QuantumScape CorpQS244.870 $-44.650 $289.520 $+289.520 $
JPMORGAN CHASE & COJPM286.244 $+23.052 $263.192 $+27.907 $235.285 $+235.285 $
CATERPILLAR INCCAT286.233 $+59.650 $226.583 $+226.583 $
BERKSHIRE HATHAWAY INCBRK-B280.981 $+21.580 $259.401 $-7.422 $266.823 $+266.823 $
JOHNSON & JOHNSONJNJ273.727 $+29.033 $244.694 $+28.659 $216.035 $+216.035 $
STARBUCKS CORPSBUX210.627 $-7.679 $218.306 $-15.052 $233.358 $+233.358 $
AMGEN INCAMGN216.192 $+216.192 $
AbbVie Inc.ABBV216.077 $+216.077 $
109.444.156 $+43.128.435 $64.916.766 $-3.632.202 $69.731.888 $-9.623.915 $79.571.838 $+79.571.838 $
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