Investments: Horizon Family Wealth, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
113.357.448 $+15.205.908 $98.151.540 $+17.207.547 $80.943.993 $+80.943.993 $
BANK OF AMERICA CORP /DE/BAC82.297.820 $+11.797.101 $70.500.719 $+9.575.728 $60.924.991 $+60.924.991 $
BERKSHIRE HATHAWAY INCBRK-B5.177.798 $-927 $5.178.725 $-307.382 $5.486.107 $+5.486.107 $
FMR LLC3.519.096 $+152.393 $3.366.703 $+3.366.703 $
BlackRock, Inc.BLK2.699.762 $+1.915.821 $783.941 $+126.273 $657.668 $+657.668 $
NVIDIA CORPNVDA2.215.910 $-4.466 $2.220.376 $+887.574 $1.332.802 $+1.332.802 $
ALPHA PRO TECH LTDAPT2.103.505 $+661.656 $1.441.849 $+513.897 $927.952 $+927.952 $
APPFOLIO INCAPPF2.077.467 $+128.931 $1.948.536 $+180.858 $1.767.678 $+1.767.678 $
Walt Disney CoDIS1.969.548 $-31.760 $2.001.308 $+283.731 $1.717.577 $+1.717.577 $
AMAZON COM INCAMZN1.156.639 $+56.373 $1.100.266 $+146.873 $953.393 $+953.393 $
MICROSOFT CORPMSFT918.082 $-63.306 $981.388 $+236.627 $744.761 $+744.761 $
GOLDMAN SACHS GROUP INCGS914.277 $+89.502 $824.775 $+269.077 $555.698 $+555.698 $
COCA COLA COKO741.541 $+15.589 $725.952 $-131.085 $857.037 $+857.037 $
LAM RESEARCH CORPLRCX815.062 $+178.697 $636.365 $+292.905 $343.460 $+343.460 $
AMERICAN EXPRESS COAXP790.944 $+82.382 $708.562 $+137.835 $570.727 $+570.727 $
JPMORGAN CHASE & COJPM636.064 $+16.392 $619.672 $+142.752 $476.920 $+476.920 $
Constellation Energy CorpCEG562.189 $+38.690 $523.499 $+523.499 $
Vertiv Holdings CoVRT543.506 $+37.616 $505.890 $+263.914 $241.976 $+241.976 $
Walmart Inc.WMT506.486 $+37.961 $468.525 $+72.412 $396.113 $+396.113 $
CHART INDUSTRIES INCGTLS491.240 $+14.483 $476.757 $+132.891 $343.866 $+343.866 $
Ingredion IncINGR374.343 $-37.459 $411.802 $-38.715 $450.517 $+450.517 $
ASTRAZENECA PLCAZN388.873 $+64.877 $323.996 $+15.522 $308.474 $+308.474 $
BOSTON SCIENTIFIC CORPBSX359.470 $-9.083 $368.553 $-8.436 $376.989 $+376.989 $
CARPENTER TECHNOLOGY CORPCRS369.283 $+81.469 $287.814 $+75.791 $212.023 $+212.023 $
Palo Alto Networks IncPANW320.508 $-33.791 $354.299 $+58.239 $296.060 $+296.060 $
ASML HOLDING NVASML347.034 $+33.334 $313.700 $+100.314 $213.386 $+213.386 $
Trane Technologies plcTT285.131 $-23.291 $308.422 $+63.888 $244.534 $+244.534 $
DEERE & CODE298.305 $+6.337 $291.968 $-5.749 $297.717 $+297.717 $
MORGAN STANLEYMS272.042 $+19.268 $252.774 $+252.774 $
PROCTER & GAMBLE CoPG205.523 $-18.881 $224.404 $-21.163 $245.567 $+245.567 $
113.357.448 $+15.205.908 $98.151.540 $+17.207.547 $80.943.993 $+80.943.993 $
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