Investments: Gray 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. ($)
194.316.043 $+6.262.890 $188.053.153 $+11.842.400 $176.210.753 $+19.419.259 $157.014.723 $+157.014.723 $
BANK OF AMERICA CORP /DE/BAC182.675.286 $+6.000.600 $176.674.686 $+11.179.459 $165.495.227 $+16.827.215 $148.668.012 $+148.668.012 $
APPFOLIO INCAPPF3.326.805 $+185.465 $3.141.340 $+590.359 $2.550.981 $+69.326 $2.481.655 $+2.481.655 $
MICROSOFT CORPMSFT1.664.015 $-69.412 $1.733.427 $+114.521 $1.618.906 $-36.802 $1.655.708 $+1.655.708 $
ORACLE CORPORCL1.025.064 $-461.318 $1.486.382 $+18.713 $1.467.669 $+549.831 $917.838 $+917.838 $
BlackRock, Inc.BLK785.331 $+4.546 $780.785 $-460.866 $1.241.651 $+202.739 $1.038.912 $+1.038.912 $
ALPHA PRO TECH LTDAPT1.019.657 $+209.713 $809.944 $+217.329 $592.615 $+592.615 $
AMAZON COM INCAMZN864.652 $-13.848 $878.500 $-4.568 $883.068 $+305.419 $577.649 $+577.649 $
NVIDIA CORPNVDA747.386 $-687 $748.073 $+114.632 $633.441 $+633.441 $
MCDONALDS CORPMCD672.052 $-18.415 $690.467 $+23.056 $667.411 $-14.651 $682.062 $+682.062 $
BERKSHIRE HATHAWAY INCBRK-B572.016 $-50.376 $622.392 $+50.641 $571.751 $+61.539 $510.212 $+510.212 $
PROCTER & GAMBLE CoPG521.704 $+261.975 $259.729 $-19.303 $279.032 $+19.586 $259.446 $+259.446 $
JPMORGAN CHASE & COJPM232.355 $+4.927 $227.428 $+18.427 $209.001 $+209.001 $
UNITEDHEALTH GROUP INCUNH223.229 $+223.229 $
EXXON MOBIL CORPXOM209.720 $+209.720 $
194.316.043 $+6.262.890 $188.053.153 $+11.842.400 $176.210.753 $+19.419.259 $157.014.723 $+157.014.723 $
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