Investments: Intergy Private Wealth, 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. ($)
246.618.103 $+10.266.636 $237.444.193 $+19.143.741 $218.300.452 $+23.567.370 $194.733.082 $+194.733.082 $
BANK OF AMERICA CORP /DE/BAC206.759.208 $+6.944.531 $199.814.677 $+13.749.490 $186.065.187 $+18.673.195 $167.391.992 $+167.391.992 $
BlackRock, Inc.BLK20.864.688 $+401.877 $20.462.811 $+1.934.367 $18.528.444 $+1.952.790 $16.575.654 $+16.575.654 $
APPFOLIO INCAPPF4.785.903 $+234.946 $4.550.957 $+1.158.258 $3.392.699 $+147.238 $3.245.461 $+3.245.461 $
ALPHA PRO TECH LTDAPT2.428.213 $+474.401 $1.953.812 $+562.909 $1.390.903 $+321.382 $1.069.521 $+1.069.521 $
NVIDIA CORPNVDA2.234.770 $+314.936 $1.919.834 $+436.536 $1.483.298 $+584.125 $899.173 $+899.173 $
MICROSOFT CORPMSFT1.733.363 $+137.101 $1.596.262 $+94.750 $1.501.512 $+648.091 $853.421 $+853.421 $
AMAZON COM INCAMZN1.170.719 $+60.134 $1.110.585 $+122.233 $988.352 $+252.997 $735.355 $+735.355 $
JPMORGAN CHASE & COJPM752.061 $+15.847 $736.214 $+29.124 $707.090 $+132.597 $574.493 $+574.493 $
MORGAN STANLEYMS609.405 $+46.482 $562.923 $+245.988 $316.935 $+47.311 $269.624 $+269.624 $
Cadence BankCADE608.885 $+74.015 $534.870 $+73.622 $461.248 $-10.425 $471.673 $+471.673 $
JOHNSON & JOHNSONJNJ533.931 $+73.162 $460.769 $+101.043 $359.726 $+20.749 $338.977 $+338.977 $
NOVARTIS AGNVS479.236 $+50.786 $428.450 $+44.606 $383.844 $+76.494 $307.350 $+307.350 $
CATERPILLAR INCCAT446.266 $+446.266 $
ELI LILLY & CoLLY415.901 $+176.319 $239.582 $+8.841 $230.741 $-21.162 $251.903 $+251.903 $
CHEVRON CORPCVX302.534 $-62.242 $364.776 $+108.323 $256.453 $-97.700 $354.153 $+354.153 $
Medtronic plcMDT346.104 $+5.335 $340.769 $+85.710 $255.059 $-14.970 $270.029 $+270.029 $
NEXTERA ENERGY INCNEE338.492 $+68.966 $269.526 $+26.543 $242.983 $+242.983 $
Duke Energy CORPDUK271.927 $-39.799 $311.726 $+54.132 $257.594 $-13.545 $271.139 $+271.139 $
COMCAST CORPCMCSA226.413 $-82.627 $309.040 $+37.456 $271.584 $+271.584 $
EXXON MOBIL CORPXOM291.280 $+10.715 $280.565 $+21.062 $259.503 $-45.322 $304.825 $+304.825 $
SAP SESAP215.638 $-88.766 $304.404 $+83.746 $220.658 $+220.658 $
BERKSHIRE HATHAWAY INCBRK-B259.870 $+259.870 $
Mastercard IncMA251.187 $+31.626 $219.561 $-3.529 $223.090 $+223.090 $
NETFLIX INCNFLX217.005 $-29.395 $246.400 $+246.400 $
Sony Group CorpSONY230.896 $+230.896 $
Walmart Inc.WMT225.640 $+225.640 $
AMGEN INCAMGN215.697 $+215.697 $
ORACLE CORPORCL202.774 $+202.774 $
CEMEX SAB DE CVCX184.564 $+55.980 $128.584 $+53.047 $75.537 $+75.537 $
Lloyds Banking Group plcLYG77.846 $+13.632 $64.214 $+3.804 $60.410 $+4.313 $56.097 $+56.097 $
CITIGROUP INCC30.413 $+30.413 $
246.618.103 $+10.266.636 $237.444.193 $+19.143.741 $218.300.452 $+23.567.370 $194.733.082 $+194.733.082 $
Erweiterte Einstellungen ×