Investments: Ridgeline 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. ($)
51.564.421 $+1.925.519 $49.848.295 $+4.317.329 $45.530.966 $-8.587.606 $54.118.572 $+54.118.572 $
BANK OF AMERICA CORP /DE/BAC44.458.222 $+1.077.472 $43.380.750 $+3.826.883 $39.553.867 $-7.444.446 $46.998.313 $+46.998.313 $
BlackRock, Inc.BLK3.396.343 $-75.861 $3.472.204 $-530.340 $4.002.544 $-1.144.468 $5.147.012 $+5.147.012 $
MORGAN STANLEYMS897.010 $+55.853 $841.157 $+144.686 $696.471 $-19.138 $715.609 $+715.609 $
BERKSHIRE HATHAWAY INCBRK-B693.657 $+493.064 $200.593 $+200.593 $
APPFOLIO INCAPPF566.013 $+59.554 $506.459 $+41.749 $464.710 $-103.499 $568.209 $+568.209 $
ALPHA PRO TECH LTDAPT444.304 $+90.958 $353.346 $+108.122 $245.224 $+30.042 $215.182 $+215.182 $
MICROSOFT CORPMSFT359.913 $+2.939 $356.974 $+26.094 $330.880 $+62.399 $268.481 $+268.481 $
AMAZON COM INCAMZN282.408 $+30.012 $252.396 $+15.126 $237.270 $+31.504 $205.766 $+205.766 $
SOUTHERN COSO261.774 $-13.249 $275.023 $+275.023 $
Eaton Corp plcETN209.393 $+209.393 $
JOHNSON & JOHNSONJNJ204.777 $+204.777 $
51.564.421 $+1.925.519 $49.848.295 $+4.317.329 $45.530.966 $-8.587.606 $54.118.572 $+54.118.572 $
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