Investments: PRESILIUM 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. ($)
129.480.997 $+2.401.079 $126.879.307 $+9.872.374 $117.428.746 $-646.094 $118.074.840 $+118.074.840 $
BANK OF AMERICA CORP /DE/BAC82.390.877 $+618.690 $81.772.187 $+5.878.169 $75.894.018 $-1.646.852 $77.540.870 $+77.540.870 $
BlackRock, Inc.BLK30.879.306 $+1.221.562 $29.657.744 $+2.288.346 $27.369.398 $-1.340.148 $28.709.546 $+28.709.546 $
EXXON MOBIL CORPXOM2.475.969 $+437.699 $2.038.270 $-516 $2.038.786 $-224.056 $2.262.842 $+2.262.842 $
ALPHA PRO TECH LTDAPT1.981.600 $+397.856 $1.583.744 $+471.462 $1.112.282 $+149.304 $962.978 $+962.978 $
MICROSOFT CORPMSFT1.642.592 $-164.735 $1.807.327 $+49.318 $1.758.009 $+472.575 $1.285.434 $+1.285.434 $
APPFOLIO INCAPPF1.605.554 $+53.141 $1.552.413 $+341.159 $1.211.254 $-125.206 $1.336.460 $+1.336.460 $
PROCTER & GAMBLE CoPG1.029.708 $-74.295 $1.104.003 $-77.909 $1.181.912 $-89.162 $1.271.074 $+1.271.074 $
AMAZON COM INCAMZN1.045.498 $+28.999 $1.016.499 $+40.104 $976.395 $+135.351 $841.044 $+841.044 $
COLGATE PALMOLIVE COCL792.017 $-9.222 $801.239 $-109.852 $911.091 $-28.064 $939.155 $+939.155 $
LOEWS CORPL893.345 $+41.737 $851.608 $+74.056 $777.552 $-2.121 $779.673 $+779.673 $
GENERAL ELECTRIC COGE830.836 $+19.447 $811.389 $+44.883 $766.506 $+766.506 $
NVIDIA CORPNVDA692.524 $-36.662 $729.186 $+124.858 $604.328 $+243.746 $360.582 $+360.582 $
Walt Disney CoDIS619.257 $-1.912 $621.169 $-51.561 $672.730 $+181.717 $491.013 $+491.013 $
NICOLET BANKSHARES INCNIC541.408 $-83.373 $624.781 $-11.737 $636.518 $+84.242 $552.276 $+552.276 $
Hamilton Lane INCHLNE545.046 $-65.418 $610.464 $+610.464 $
ORACLE CORPORCL287.492 $-124.806 $412.298 $+91.786 $320.512 $+83.534 $236.978 $+236.978 $
ELI LILLY & CoLLY282.641 $-82.073 $364.714 $+25.618 $339.096 $+339.096 $
FISERV INCFISV221.202 $-62.123 $283.325 $+283.325 $
PALATIN TECHNOLOGIES INCPTNT267.856 $-4.848 $272.704 $+68.916 $203.788 $+203.788 $
PRICE T ROWE GROUP INCTROW248.067 $+499 $247.568 $+14.810 $232.758 $+11.168 $221.590 $+221.590 $
PFIZER INCPFE220.323 $+220.323 $
Walmart Inc.WMT209.081 $+8.470 $200.611 $+200.611 $
129.480.997 $+2.401.079 $126.879.307 $+9.872.374 $117.428.746 $-646.094 $118.074.840 $+118.074.840 $
Erweiterte Einstellungen ×