Investments: RETIREMENT GUYS FORMULA 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. ($)
190.588.308 $-50.222.993 $245.717.414 $+245.717.414 $
BANK OF AMERICA CORP /DE/BAC124.191.112 $-47.230.723 $171.421.835 $+171.421.835 $
MORGAN STANLEYMS3.520.070 $-4.608.397 $8.128.467 $+8.128.467 $
APPFOLIO INCAPPF4.875.090 $+45.550 $4.829.540 $+4.829.540 $
BARCLAYS PLCBCS1.853.137 $-1.858.058 $3.711.195 $+3.711.195 $
UNITEDHEALTH GROUP INCUNH1.989.050 $-1.564.903 $3.553.953 $+3.553.953 $
COCA COLA COKO3.429.491 $+1.113.215 $2.316.276 $+2.316.276 $
JOHNSON & JOHNSONJNJ3.380.426 $+740.991 $2.639.435 $+2.639.435 $
NVIDIA CORPNVDA2.774.434 $-455.366 $3.229.800 $+3.229.800 $
ALPHA PRO TECH LTDAPT2.697.835 $-66.917 $2.764.752 $+2.764.752 $
AMAZON COM INCAMZN2.504.193 $+91.972 $2.412.221 $+2.412.221 $
NETFLIX INCNFLX2.051.563 $-446.986 $2.498.549 $+2.498.549 $
MICROSOFT CORPMSFT2.249.205 $-139.247 $2.388.452 $+2.388.452 $
Eaton Corp plcETN2.081.144 $-306.197 $2.387.341 $+2.387.341 $
ORACLE CORPORCL1.668.576 $-711.990 $2.380.566 $+2.380.566 $
ELI LILLY & CoLLY2.278.553 $+361.465 $1.917.088 $+1.917.088 $
CUMMINS INCCMI2.062.786 $+41.300 $2.021.486 $+2.021.486 $
Walmart Inc.WMT2.017.836 $+721.530 $1.296.306 $+1.296.306 $
Mastercard IncMA1.877.773 $+32.379 $1.845.394 $+1.845.394 $
AbbVie Inc.ABBV1.861.639 $+529.638 $1.332.001 $+1.332.001 $
Palo Alto Networks IncPANW1.815.475 $+568.913 $1.246.562 $+1.246.562 $
MCDONALDS CORPMCD1.441.341 $+72.449 $1.368.892 $+1.368.892 $
VERIZON COMMUNICATIONS INCVZ1.261.424 $-173.071 $1.434.495 $+1.434.495 $
PROCTER & GAMBLE CoPG1.432.567 $+930.046 $502.521 $+502.521 $
NOVARTIS AGNVS1.331.135 $+106.828 $1.224.307 $+1.224.307 $
HERSHEY COHSY1.249.772 $-47.242 $1.297.014 $+1.297.014 $
Duke Energy CORPDUK1.191.245 $-70.154 $1.261.399 $+1.261.399 $
NEXTERA ENERGY INCNEE1.211.522 $+54.480 $1.157.042 $+1.157.042 $
AT&T INC.T1.195.360 $+907.802 $287.558 $+287.558 $
PEPSICO INCPEP1.115.672 $-27.058 $1.142.730 $+1.142.730 $
SOUTHERN COSO1.040.300 $+420.591 $619.709 $+619.709 $
ATMOS ENERGY CORPATO1.036.583 $+523.138 $513.445 $+513.445 $
COLGATE PALMOLIVE COCL965.686 $-49.439 $1.015.125 $+1.015.125 $
MCCORMICK & CO INCMKC1.011.604 $+3.017 $1.008.587 $+1.008.587 $
DTE ENERGY CODTE351.396 $-646.148 $997.544 $+997.544 $
Zoetis Inc.ZTS945.883 $-39.230 $985.113 $+985.113 $
GENERAL DYNAMICS CORPGD868.320 $+868.320 $
CATERPILLAR INCCAT830.042 $+830.042 $
CHEVRON CORPCVX800.375 $+800.375 $
EXXON MOBIL CORPXOM790.963 $+790.963 $
GALECTIN THERAPEUTICS INCGALT767.778 $+64.798 $702.980 $+702.980 $
STRYKER CORPSYK591.974 $+591.974 $
UNILEVER PLCUL576.523 $+576.523 $
BERKSHIRE HATHAWAY INCBRK-B300.082 $+13.017 $287.065 $+287.065 $
UNITED THERAPEUTICS CorpUTHR242.651 $-13.067 $255.718 $+255.718 $
CORCEPT THERAPEUTICS INCCORT244.842 $+244.842 $
EAST WEST BANCORP INCEWBC227.885 $+11.107 $216.778 $+216.778 $
CARPENTER TECHNOLOGY CORPCRS225.434 $+225.434 $
MICRON TECHNOLOGY INCMU221.478 $+221.478 $
PEGASYSTEMS INCPEGA220.486 $+8.426 $212.060 $+212.060 $
Option Care Health, Inc.OPCH218.464 $+218.464 $
TopBuild CorpBLD203.172 $+203.172 $
Magnolia Oil & Gas CorpMGY203.074 $+203.074 $
190.588.308 $-50.222.993 $245.717.414 $+245.717.414 $
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