Investments: Schwallier Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
102.506.414 $-2.676.110 $105.999.518 $-4.758.399 $111.306.973 $+16.743.949 $94.563.024 $+94.563.024 $
BANK OF AMERICA CORP /DE/BAC94.724.124 $-4.658.061 $99.382.185 $-5.734.878 $105.117.063 $+15.316.943 $89.800.120 $+89.800.120 $
MORGAN STANLEYMS2.587.733 $+646.718 $1.941.015 $+215.582 $1.725.433 $-577.134 $2.302.567 $+2.302.567 $
APPFOLIO INCAPPF874.897 $-116.958 $991.855 $+288.459 $703.396 $-142.498 $845.894 $+845.894 $
BARCLAYS PLCBCS816.994 $+23.220 $793.774 $+793.774 $
NVIDIA CORPNVDA625.261 $+1.447 $623.814 $+82.335 $541.479 $+142.603 $398.876 $+398.876 $
SPS COMMERCE INCSPSC541.059 $+133.335 $407.724 $+58.084 $349.640 $+37.008 $312.632 $+312.632 $
BlackRock, Inc.BLK429.667 $+45.452 $384.215 $+46.156 $338.059 $+338.059 $
STRYKER CORPSYK420.399 $+420.399 $
AMAZON COM INCAMZN417.339 $+45.387 $371.952 $+7.984 $363.968 $+36.531 $327.437 $+327.437 $
MICROSOFT CORPMSFT288.873 $-64.486 $353.359 $+21.716 $331.643 $+17.872 $313.771 $+313.771 $
CATERPILLAR INCCAT295.414 $+80.565 $214.849 $+214.849 $
LINCOLN NATIONAL CORPLNC279.624 $+279.624 $
CMS ENERGY CORPCMS278.616 $+278.616 $
EXXON MOBIL CORPXOM274.758 $+274.758 $
FMC CORPFMC269.432 $+269.432 $
Public StoragePSA244.152 $-11.191 $255.343 $-5.065 $260.408 $-1.319 $261.727 $+261.727 $
JPMORGAN CHASE & COJPM259.485 $+3.272 $256.213 $+23.159 $233.054 $+233.054 $
ALPHA PRO TECH LTDAPT244.637 $+244.637 $
102.506.414 $-2.676.110 $105.999.518 $-4.758.399 $111.306.973 $+16.743.949 $94.563.024 $+94.563.024 $
Erweiterte Einstellungen ×