Investments: Higgins & Schmidt Wealth Strategies 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. ($)
147.579.523 $+8.605.491 $138.974.032 $+12.249.995 $126.724.037 $+7.022.423 $120.041.984 $+120.041.984 $
BANK OF AMERICA CORP /DE/BAC140.212.904 $+8.542.478 $131.670.426 $+10.225.077 $121.445.349 $+6.593.630 $114.851.719 $+114.851.719 $
APPFOLIO INCAPPF2.122.645 $-278.173 $2.400.818 $+1.259.799 $1.141.019 $-88.401 $1.229.420 $+1.229.420 $
BlackRock, Inc.BLK842.468 $+30.663 $811.805 $+143.104 $668.701 $+56.103 $612.598 $+612.598 $
MICROSOFT CORPMSFT717.185 $-76.253 $793.438 $+27.516 $765.922 $+193.543 $572.379 $+572.379 $
ALPHA PRO TECH LTDAPT774.488 $+100.920 $673.568 $+358.133 $315.435 $+37.666 $277.769 $+277.769 $
NVIDIA CORPNVDA731.267 $+18.718 $712.549 $+152.948 $559.601 $+204.006 $355.595 $+355.595 $
AMAZON COM INCAMZN576.588 $+41.276 $535.312 $-15.357 $550.669 $+68.360 $482.309 $+482.309 $
BERKSHIRE HATHAWAY INCBRK-B442.332 $-2.593 $444.925 $+46.594 $398.331 $-38.385 $436.716 $+436.716 $
FIRST TRUST ADVISORS LP393.166 $+3.598 $389.568 $+36.347 $353.221 $+24.469 $328.752 $+328.752 $
Allegion plcALLE340.370 $+340.370 $
ASGN IncASGN253.278 $+3.743 $249.535 $-13.596 $263.131 $-68.984 $332.115 $+332.115 $
JPMORGAN CHASE & COJPM308.687 $+16.599 $292.088 $+29.430 $262.658 $+40.416 $222.242 $+222.242 $
CATERPILLAR INCCAT204.515 $+204.515 $
147.579.523 $+8.605.491 $138.974.032 $+12.249.995 $126.724.037 $+7.022.423 $120.041.984 $+120.041.984 $
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