Investments: Treasure Coast Financial Planning

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. ($)
119.338.123 $+5.227.136 $114.100.197 $+5.359.721 $108.955.381 $+4.203.966 $104.751.415 $+104.751.415 $
BANK OF AMERICA CORP /DE/BAC110.081.376 $+4.376.967 $105.704.409 $+2.822.149 $102.882.260 $+3.877.478 $99.004.782 $+99.004.782 $
WELLS FARGO & COMPANY/MNWFC1.734.577 $+55.610 $1.678.967 $+115.259 $1.563.708 $+101.518 $1.462.190 $+1.462.190 $
GOLDMAN SACHS GROUP INCGS1.643.241 $+398.318 $1.244.923 $+1.244.923 $
APPFOLIO INCAPPF1.230.438 $+15.344 $1.215.094 $+223.713 $991.381 $-81.951 $1.073.332 $+1.073.332 $
EXXON MOBIL CORPXOM1.141.425 $+52.260 $1.089.165 $+47.817 $1.041.348 $+107.747 $933.601 $+933.601 $
HighTower Advisors, LLC1.001.715 $+51.143 $950.572 $+339.076 $611.496 $+47.052 $564.444 $+564.444 $
Walmart Inc.WMT534.768 $+17.819 $516.949 $+26.485 $490.464 $+50.109 $440.355 $+440.355 $
MICROSOFT CORPMSFT460.890 $-32.716 $493.606 $+19.574 $474.032 $+109.528 $364.504 $+364.504 $
Duke Energy CORPDUK321.741 $+321.741 $
JOHNSON & JOHNSONJNJ310.484 $+34.455 $276.029 $+49.049 $226.980 $-18.940 $245.920 $+245.920 $
JPMORGAN CHASE & COJPM216.854 $-52.208 $269.062 $+21.769 $247.293 $+14.258 $233.035 $+233.035 $
NVIDIA CORPNVDA235.923 $-101 $236.024 $+236.024 $
PROCTER & GAMBLE CoPG204.115 $-7.399 $211.514 $-14.599 $226.113 $+226.113 $
NORTHERN TRUST CORPNTRS224.554 $+3.272 $221.282 $+221.282 $
SPS COMMERCE INCSPSC200.137 $-14.768 $214.905 $+11.766 $203.139 $+203.139 $
119.338.123 $+5.227.136 $114.100.197 $+5.359.721 $108.955.381 $+4.203.966 $104.751.415 $+104.751.415 $
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