Investments: Second Half Financial Partners, 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. ($)
131.054.898 $-1.601.419 $133.109.119 $+11.849.471 $120.874.983 $-5.940.483 $129.441.528 $+129.441.528 $
BANK OF AMERICA CORP /DE/BAC93.124.751 $-2.165.072 $95.289.823 $+10.059.878 $85.229.945 $-26.445.725 $111.675.670 $+111.675.670 $
MORGAN STANLEYMS16.223.518 $-450.172 $16.673.690 $-2.880 $16.676.570 $+16.676.570 $
APPFOLIO INCAPPF3.027.939 $+195.980 $2.831.959 $+540.651 $2.291.308 $-187.526 $2.478.834 $+2.478.834 $
NVIDIA CORPNVDA1.886.877 $-39.607 $1.926.484 $+315.582 $1.610.902 $+348.905 $1.261.997 $+1.261.997 $
LOCKHEED MARTIN CORPLMT1.526.408 $+1.526.408 $
MICROSOFT CORPMSFT1.408.755 $-86.534 $1.495.289 $+29.950 $1.465.339 $+269.456 $1.195.883 $+1.195.883 $
JPMORGAN CHASE & COJPM1.409.040 $+12.028 $1.397.012 $+160.571 $1.236.441 $+107.347 $1.129.094 $+1.129.094 $
AMAZON COM INCAMZN1.288.710 $+53.370 $1.235.340 $-13.687 $1.249.027 $+132.357 $1.116.670 $+1.116.670 $
NETFLIX INCNFLX921.848 $-322.631 $1.244.479 $-43.764 $1.288.243 $+391.149 $897.094 $+897.094 $
Walmart Inc.WMT1.239.086 $+61.538 $1.177.548 $+88.587 $1.088.961 $+88.695 $1.000.266 $+1.000.266 $
GENERAL DYNAMICS CORPGD999.207 $-1.969 $1.001.176 $+144.862 $856.314 $+856.314 $
UNITEDHEALTH GROUP INCUNH204.390 $-8.714 $213.104 $-665.279 $878.383 $+878.383 $
EXXON MOBIL CORPXOM846.182 $+53.370 $792.812 $+39.657 $753.155 $-116.056 $869.211 $+869.211 $
ALPHA PRO TECH LTDAPT600.647 $+130.492 $470.155 $+197.880 $272.275 $-142.006 $414.281 $+414.281 $
COPART INCCPRT413.307 $-99.441 $512.748 $+38.683 $474.065 $-86.289 $560.354 $+560.354 $
AbbVie Inc.ABBV544.481 $-7.268 $551.749 $+107.569 $444.180 $-55.097 $499.277 $+499.277 $
NEXTERA ENERGY INCNEE542.785 $+42.199 $500.586 $+42.056 $458.530 $-21.902 $480.432 $+480.432 $
ROPER TECHNOLOGIES INCROP452.811 $-15.399 $468.210 $-30.575 $498.785 $+498.785 $
CATERPILLAR INCCAT441.683 $+73.800 $367.883 $+52.268 $315.615 $+315.615 $
BlackRock, Inc.BLK356.808 $+356.808 $
ELI LILLY & CoLLY356.406 $+94.126 $262.280 $+262.280 $
SOUTHERN COSO326.891 $-28.378 $355.269 $+9.920 $345.349 $+345.349 $
AMERICAN EXPRESS COAXP238.988 $+24.413 $214.575 $-119.078 $333.653 $+74.558 $259.095 $+259.095 $
COCA COLA COKO310.451 $+15.943 $294.508 $-24.979 $319.487 $+319.487 $
PALATIN TECHNOLOGIES INCPTNT319.061 $+12.778 $306.283 $+77.402 $228.881 $+228.881 $
Constellation Energy CorpCEG319.003 $+21.853 $297.150 $+5.698 $291.452 $+291.452 $
BERKSHIRE HATHAWAY INCBRK-B308.627 $-55 $308.682 $+10.905 $297.777 $-15.913 $313.690 $+313.690 $
LINDE PLCLIN281.417 $-19.258 $300.675 $+3.684 $296.991 $-11.728 $308.719 $+308.719 $
AT&T INC.T262.628 $-35.947 $298.575 $-9.938 $308.513 $+907 $307.606 $+307.606 $
CELESTICA INCCLS295.610 $+49.230 $246.380 $+246.380 $
DELTA AIR LINES, INC.DAL284.788 $+51.914 $232.874 $+31.067 $201.807 $+201.807 $
Walt Disney CoDIS202.289 $-58.548 $260.837 $-21.663 $282.500 $+52.229 $230.271 $+230.271 $
AppLovin CorpAPP261.442 $-17.352 $278.794 $+278.794 $
ADVANCED MICRO DEVICES INCAMD269.184 $+68.225 $200.959 $+200.959 $
Parker-Hannifin CorpPH254.019 $+34.914 $219.105 $+17.247 $201.858 $+201.858 $
JOHNSON & JOHNSONJNJ250.479 $+36.627 $213.852 $-7.419 $221.271 $+221.271 $
SPS COMMERCE INCSPSC241.730 $+10.930 $230.800 $+230.800 $
Duke Energy CORPDUK223.779 $-13.105 $236.884 $+8.882 $228.002 $-8.890 $236.892 $+236.892 $
DARDEN RESTAURANTS INCDRI204.066 $-32.431 $236.497 $+11.077 $225.420 $+225.420 $
TWILIO INCTWLO233.416 $+29.341 $204.075 $+204.075 $
VERIZON COMMUNICATIONS INCVZ204.016 $-23.600 $227.616 $+25.157 $202.459 $-10.233 $212.692 $+212.692 $
MCDONALDS CORPMCD224.638 $+8.572 $216.066 $+10.378 $205.688 $-5.786 $211.474 $+211.474 $
MANULIFE FINANCIAL CORPMFC209.082 $+209.082 $
INTUITIVE SURGICAL INCISRG207.854 $+207.854 $
131.054.898 $-1.601.419 $133.109.119 $+11.849.471 $120.874.983 $-5.940.483 $129.441.528 $+129.441.528 $
Erweiterte Einstellungen ×