Investments: WPWealth LLP

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. ($)
72.951.718 $-1.764.338 $74.716.056 $+5.968.808 $69.207.504 $+6.766.250 $62.666.990 $+62.666.990 $
MORGAN STANLEYMS28.038.687 $-2.579.712 $30.618.399 $+682.564 $29.935.835 $+4.841.129 $25.094.706 $+25.094.706 $
BANK OF AMERICA CORP /DE/BAC15.092.606 $+401.368 $14.691.238 $+1.908.211 $12.783.027 $-1.128.504 $13.911.531 $+13.911.531 $
APPFOLIO INCAPPF7.277.869 $+721.659 $6.556.210 $+1.237.373 $5.318.837 $-359.643 $5.678.480 $+5.678.480 $
RAYMOND JAMES FINANCIAL INCRJF4.131.734 $-975.223 $5.106.957 $+431.844 $4.675.113 $+1.222.571 $3.452.542 $+3.452.542 $
GOLDMAN SACHS GROUP INCGS3.408.263 $+63.120 $3.345.143 $+526.905 $2.818.238 $+592.038 $2.226.200 $+2.226.200 $
BERKSHIRE HATHAWAY INCBRK-B2.447.906 $-429.778 $2.877.684 $+117.053 $2.760.631 $-276.140 $3.036.771 $+3.036.771 $
NVIDIA CORPNVDA2.664.948 $+264.286 $2.400.662 $+440.607 $1.960.055 $+631.527 $1.328.528 $+1.328.528 $
AMAZON COM INCAMZN1.577.193 $+198.832 $1.378.361 $-69.354 $1.447.715 $+195.494 $1.252.221 $+1.252.221 $
MICROSOFT CORPMSFT1.476.975 $+68.669 $1.408.306 $+64.802 $1.343.504 $+352.474 $991.030 $+991.030 $
BARCLAYS PLCBCS1.031.576 $-267.627 $1.299.203 $+40.856 $1.258.347 $+42.035 $1.216.312 $+1.216.312 $
SPS COMMERCE INCSPSC991.171 $-174.415 $1.165.586 $+196.531 $969.055 $+53.058 $915.997 $+915.997 $
EXXON MOBIL CORPXOM1.108.211 $+132.585 $975.626 $+51.780 $923.846 $-90.270 $1.014.116 $+1.014.116 $
ALPHA PRO TECH LTDAPT949.962 $+249.494 $700.468 $+118.046 $582.422 $+87.327 $495.095 $+495.095 $
Walmart Inc.WMT604.322 $+112.845 $491.477 $+23.622 $467.855 $+50.263 $417.592 $+417.592 $
LOCKHEED MARTIN CORPLMT537.631 $-2.763 $540.394 $+38.149 $502.245 $-84.002 $586.247 $+586.247 $
ADVANCED MICRO DEVICES INCAMD470.938 $+116.133 $354.805 $+60.504 $294.301 $-222.276 $516.577 $+516.577 $
CHEVRON CORPCVX504.477 $+60.813 $443.664 $+84.114 $359.550 $+359.550 $
TWILIO INCTWLO460.256 $+460.256 $
JPMORGAN CHASE & COJPM419.089 $+57.216 $361.873 $+15.201 $346.672 $+39.363 $307.309 $+307.309 $
UNITEDHEALTH GROUP INCUNH225.736 $+225.736 $
ELI LILLY & CoLLY218.160 $+218.160 $
72.951.718 $-1.764.338 $74.716.056 $+5.968.808 $69.207.504 $+6.766.250 $62.666.990 $+62.666.990 $
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