Investments: Granite Bay 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. ($)
399.023.084 $+29.024.909 $369.997.971 $+369.711.748 $278.761 $+33.724 $258.267 $+258.267 $
BANK OF AMERICA CORP /DE/BAC239.534.082 $+15.436.180 $224.097.902 $+223.940.419 $157.483 $+10.716 $146.767 $+146.767 $
MORGAN STANLEYMS35.455.483 $+2.601.985 $32.853.498 $+32.824.758 $28.740 $+3.078 $25.662 $+25.662 $
BlackRock, Inc.BLK17.548.373 $+781.540 $16.766.833 $+16.750.203 $16.630 $+2.200 $14.430 $+14.430 $
MICROSOFT CORPMSFT10.587.043 $+910.059 $9.676.984 $+9.667.571 $9.413 $+2.300 $7.113 $+7.113 $
AMAZON COM INCAMZN10.474.993 $+1.042.046 $9.432.947 $+9.423.874 $9.073 $+1.024 $8.049 $+8.049 $
APPFOLIO INCAPPF10.191.106 $+261.059 $9.930.047 $+9.921.824 $8.223 $+8.223 $
NVIDIA CORPNVDA9.817.249 $+824.843 $8.992.406 $+8.984.013 $8.393 $+2.641 $5.752 $+5.752 $
ALPHA PRO TECH LTDAPT9.810.431 $+871.367 $8.939.064 $+8.931.883 $7.181 $+1.340 $5.841 $+5.841 $
BERKSHIRE HATHAWAY INCBRK-B8.881.057 $+426.478 $8.454.579 $+8.447.285 $7.294 $-782 $8.076 $+8.076 $
SPS COMMERCE INCSPSC8.871.705 $+2.413.171 $6.458.534 $+6.453.528 $5.006 $+1.962 $3.044 $+3.044 $
CITIGROUP INCC8.766.581 $+973.093 $7.793.488 $+7.787.280 $6.208 $+816 $5.392 $+5.392 $
JPMORGAN CHASE & COJPM8.415.480 $+468.671 $7.946.809 $+7.939.607 $7.202 $+1.098 $6.104 $+6.104 $
RTX CorpRTX8.307.375 $+460.317 $7.847.058 $+7.840.297 $6.761 $+6.761 $
AMGEN INCAMGN7.403.664 $+834.330 $6.569.334 $+6.563.551 $5.783 $+227 $5.556 $+5.556 $
BERKLEY W R CORPWRB1.490.116 $-134.971 $1.625.087 $+1.625.087 $
Palo Alto Networks IncPANW712.301 $-73.672 $785.973 $+785.267 $706 $+181 $525 $+525 $
EXXON MOBIL CORPXOM591.592 $+156.828 $434.764 $+434.348 $416 $+4 $412 $+412 $
GENERAL ELECTRIC COGE442.922 $+95.361 $347.561 $+347.174 $387 $+134 $253 $+253 $
UNITEDHEALTH GROUP INCUNH395.003 $+395.003 $
ELI LILLY & CoLLY324.135 $+75.327 $248.808 $+248.517 $291 $-10 $301 $+301 $
PROCTER & GAMBLE CoPG306.643 $+12.911 $293.732 $+293.317 $415 $+128 $287 $+287 $
JOHNSON & JOHNSONJNJ276.951 $+276.747 $204 $+204 $
NETFLIX INCNFLX209.549 $-53.014 $262.563 $+262.209 $354 $-52 $406 $+406 $
GLOBAL PARTNERS LPGLP209.250 $-30.750 $240.000 $+239.736 $264 $-3 $267 $+267 $
NUCOR CORPNUE4.803 $+4.803 $
Mastercard IncMA503 $+12 $491 $+491 $
MCDONALDS CORPMCD258 $-51 $309 $+309 $
399.023.084 $+29.024.909 $369.997.971 $+369.711.748 $278.761 $+33.724 $258.267 $+258.267 $
Erweiterte Einstellungen ×