Investments: Essential Planning, LLC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
81.466.307 $+9.235.032 $72.231.275 $+72.231.275 $
BANK OF AMERICA CORP /DE/BAC52.646.099 $+5.223.680 $47.422.419 $+47.422.419 $
ELI LILLY & CoLLY10.449.956 $+3.030.709 $7.419.247 $+7.419.247 $
BlackRock, Inc.BLK7.394.234 $+178.557 $7.215.677 $+7.215.677 $
MICROSOFT CORPMSFT2.424.593 $+68.821 $2.355.772 $+2.355.772 $
APPFOLIO INCAPPF1.878.474 $+121.173 $1.757.301 $+1.757.301 $
BERKSHIRE HATHAWAY INCBRK-B1.729.619 $-310 $1.729.929 $+1.729.929 $
ALPHA PRO TECH LTDAPT1.152.338 $+272.915 $879.423 $+879.423 $
Walmart Inc.WMT985.756 $+73.881 $911.875 $+911.875 $
AMAZON COM INCAMZN464.664 $+24.145 $440.519 $+440.519 $
JPMORGAN CHASE & COJPM450.784 $+19.909 $430.875 $+430.875 $
GOLDMAN SACHS GROUP INCGS439.500 $+41.325 $398.175 $+398.175 $
NVIDIA CORPNVDA340.184 $+2.656 $337.528 $+337.528 $
AT&T INC.T276.385 $-55.925 $332.310 $+332.310 $
RTX CorpRTX320.441 $+31.622 $288.819 $+288.819 $
Trane Technologies plcTT287.230 $-24.176 $311.406 $+311.406 $
COCA COLA COKO226.050 $+226.050 $
81.466.307 $+9.235.032 $72.231.275 $+72.231.275 $
Erweiterte Einstellungen ×