Investments: Buska 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. ($)
267.158.157 $-63.135.687 $330.494.798 $-32.795.680 $363.290.478 $+46.850.432 $316.645.690 $+316.645.690 $
BANK OF AMERICA CORP /DE/BAC240.090.032 $-60.148.862 $300.238.894 $-30.413.082 $330.651.976 $+47.922.513 $282.729.463 $+282.729.463 $
MORGAN STANLEYMS12.848.525 $-1.416.829 $14.265.354 $-2.533.844 $16.799.198 $-4.690.342 $21.489.540 $+21.489.540 $
BlackRock, Inc.BLK7.762.095 $-2.940.937 $10.703.032 $-1.284.522 $11.987.554 $+3.368.437 $8.619.117 $+8.619.117 $
GOLDMAN SACHS GROUP INCGS1.159.906 $+1.159.906 $
UNITEDHEALTH GROUP INCUNH492.524 $-23.354 $515.878 $-57.369 $573.247 $-209.236 $782.483 $+782.483 $
NVIDIA CORPNVDA500.387 $-6.365 $506.752 $-75.284 $582.036 $+356.931 $225.105 $+225.105 $
APPFOLIO INCAPPF506.282 $+79.545 $426.737 $+88.885 $337.852 $-31.873 $369.725 $+369.725 $
PENTAIR plcPNR387.297 $-24.952 $412.249 $+412.249 $
MICROSOFT CORPMSFT334.336 $-65.034 $399.370 $+66.182 $333.188 $+68.280 $264.908 $+264.908 $
AT&T INC.T271.133 $-113.310 $384.443 $-7.195 $391.638 $+9.850 $381.788 $+381.788 $
nVent Electric plcNVT387.078 $+12.641 $374.437 $+374.437 $
EXXON MOBIL CORPXOM374.230 $+14.449 $359.781 $+14.273 $345.508 $-36.375 $381.883 $+381.883 $
XCEL ENERGY INCXEL343.162 $-33.991 $377.153 $+61.130 $316.023 $+27.293 $288.730 $+288.730 $
ALPHA PRO TECH LTDAPT355.066 $+138.693 $216.373 $+216.373 $
BARCLAYS PLCBCS248.956 $-44.876 $293.832 $-45.577 $339.409 $-5.896 $345.305 $+345.305 $
Trane Technologies plcTT297.349 $-25.028 $322.377 $-10.492 $332.869 $+76.473 $256.396 $+256.396 $
COCA COLA COKO272.090 $+11.850 $260.240 $-39.740 $299.980 $-5.623 $305.603 $+305.603 $
PIMCO Dynamic Income Opportunities FundPDO302.243 $+65.301 $236.942 $+236.942 $
CATERPILLAR INCCAT225.466 $+225.466 $
CHEVRON CORPCVX205.644 $+205.644 $
ELI LILLY & CoLLY200.954 $+200.954 $
267.158.157 $-63.135.687 $330.494.798 $-32.795.680 $363.290.478 $+46.850.432 $316.645.690 $+316.645.690 $
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