Investments: BetterWealth, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
92.482.072 $+5.303.574 $87.178.498 $+87.178.498 $
BANK OF AMERICA CORP /DE/BAC39.765.237 $+1.355.537 $38.409.700 $+38.409.700 $
APPFOLIO INCAPPF35.907.506 $+2.094.482 $33.813.024 $+33.813.024 $
ALPHA PRO TECH LTDAPT5.367.963 $+1.030.564 $4.337.399 $+4.337.399 $
NVIDIA CORPNVDA1.900.721 $+287.077 $1.613.644 $+1.613.644 $
JOHNSON & JOHNSONJNJ1.899.997 $+102.546 $1.797.451 $+1.797.451 $
EVERSOURCE ENERGYES1.043.548 $-307.187 $1.350.735 $+1.350.735 $
BERKSHIRE HATHAWAY INCBRK-B913.817 $-9.213 $923.030 $+923.030 $
AMAZON COM INCAMZN666.608 $-75.758 $742.366 $+742.366 $
MICROSOFT CORPMSFT527.146 $-101.266 $628.412 $+628.412 $
ELI LILLY & CoLLY627.435 $+175.866 $451.569 $+451.569 $
CHEVRON CORPCVX547.762 $-36.439 $584.201 $+584.201 $
Walmart Inc.WMT340.442 $+20.775 $319.667 $+319.667 $
EXPONENT INCEXPO324.100 $-1.553 $325.653 $+325.653 $
KLA CORPKLAC325.271 $+36.535 $288.736 $+288.736 $
NETFLIX INCNFLX225.024 $-67.512 $292.536 $+292.536 $
MICRON TECHNOLOGY INCMU291.118 $+291.118 $
EXXON MOBIL CORPXOM258.965 $+11.571 $247.394 $+247.394 $
ADVANCED MICRO DEVICES INCAMD254.422 $+254.422 $
TORONTO DOMINION BANKTD252.456 $+32.194 $220.262 $+220.262 $
PG&E CorpPCG220.657 $+13.594 $207.063 $+207.063 $
STARBUCKS CORPSBUX218.824 $-1.014 $219.838 $+219.838 $
JPMORGAN CHASE & COJPM203.965 $-8.950 $212.915 $+212.915 $
LAM RESEARCH CORPLRCX200.874 $+200.874 $
MORGAN STANLEYMS198.214 $+5.311 $192.903 $+192.903 $
92.482.072 $+5.303.574 $87.178.498 $+87.178.498 $
Erweiterte Einstellungen ×