Investments: Clay Northam Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
170.931.388 $+2.883.263 $168.455.003 $+168.455.003 $
BANK OF AMERICA CORP /DE/BAC102.220.946 $-721.838 $102.942.784 $+102.942.784 $
APPFOLIO INCAPPF14.424.303 $+670.629 $13.753.674 $+13.753.674 $
ALPHA PRO TECH LTDAPT13.235.693 $+2.843.072 $10.392.621 $+10.392.621 $
AMAZON COM INCAMZN12.091.810 $+391.952 $11.699.858 $+11.699.858 $
MICROSOFT CORPMSFT6.775.490 $-535.721 $7.311.211 $+7.311.211 $
NVIDIA CORPNVDA6.199.538 $-88.475 $6.288.013 $+6.288.013 $
MORGAN STANLEYMS4.221.706 $-275.700 $4.497.406 $+4.497.406 $
PALATIN TECHNOLOGIES INCPTNT1.442.797 $-416.428 $1.859.225 $+1.859.225 $
SPS COMMERCE INCSPSC1.239.658 $+195.287 $1.044.371 $+1.044.371 $
Walmart Inc.WMT915.122 $+68.587 $846.535 $+846.535 $
BERKSHIRE HATHAWAY INCBRK-B884.664 $-12.727 $897.391 $+897.391 $
CITIGROUP INCC865.868 $+83.552 $782.316 $+782.316 $
iShares Bitcoin Trust ETFIBIT633.286 $-195.789 $829.075 $+829.075 $
MERCADOLIBRE INCMELI827.861 $+37.975 $789.886 $+789.886 $
JPMORGAN CHASE & COJPM785.250 $+16.547 $768.703 $+768.703 $
ISHARES GOLD TRUSTIAU492.134 $+50.784 $441.350 $+441.350 $
NETFLIX INCNFLX325.347 $-72.694 $398.041 $+398.041 $
CATERPILLAR INCCAT390.124 $+65.185 $324.939 $+324.939 $
NEXTERA ENERGY INCNEE374.757 $+21.122 $353.635 $+353.635 $
Vertiv Holdings CoVRT364.523 $+93.729 $270.794 $+270.794 $
AppLovin CorpAPP241.228 $-78.522 $319.750 $+319.750 $
BOEING COBA317.429 $+1.886 $315.543 $+315.543 $
ELI LILLY & CoLLY277.267 $+277.267 $
EXXON MOBIL CORPXOM250.307 $+15.787 $234.520 $+234.520 $
MCDONALDS CORPMCD245.421 $+1.397 $244.024 $+244.024 $
Parker-Hannifin CorpPH243.472 $+33.464 $210.008 $+210.008 $
VERIZON COMMUNICATIONS INCVZ215.421 $-17.031 $232.452 $+232.452 $
JOHNSON & JOHNSONJNJ217.091 $+217.091 $
ADVANCED MICRO DEVICES INCAMD212.875 $+212.875 $
Eaton Corp plcETN205.838 $+205.838 $
CONSOLIDATED EDISON INCED201.040 $+201.040 $
170.931.388 $+2.883.263 $168.455.003 $+168.455.003 $
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