Investments: Three Bridge Wealth Advisors, 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. ($)
293.333.859 $-13.263.121 $306.596.980 $+8.618.883 $305.157.111 $+83.311.288 $221.845.823 $+221.845.823 $
BANK OF AMERICA CORP /DE/BAC152.034.622 $-8.851.928 $160.886.550 $+2.999.167 $157.887.383 $+46.475.489 $111.411.894 $+111.411.894 $
BlackRock, Inc.BLK59.902.143 $+1.511.987 $58.390.156 $+5.170.071 $53.220.085 $+6.450.401 $46.769.684 $+46.769.684 $
Roblox CorpRBLX7.955.850 $-9.537.841 $17.493.691 $+4.159.486 $13.334.205 $+5.972.761 $7.361.444 $+7.361.444 $
SPS COMMERCE INCSPSC16.520.579 $+1.840.734 $14.679.845 $+3.048.447 $11.631.398 $+2.524.157 $9.107.241 $+9.107.241 $
ISHARES GOLD TRUSTIAU16.063.137 $+1.605.630 $14.457.507 $+2.207.259 $12.250.248 $+593.031 $11.657.217 $+11.657.217 $
NVIDIA CORPNVDA4.244.927 $+48.331 $4.196.596 $-1.741.051 $5.937.647 $+3.506.459 $2.431.188 $+2.431.188 $
APPFOLIO INCAPPF5.205.999 $+361.619 $4.844.380 $-1.085.107 $5.929.487 $+3.217.661 $2.711.826 $+2.711.826 $
MICROSOFT CORPMSFT3.036.166 $-186.001 $3.222.167 $-2.513.468 $5.735.635 $+3.361.293 $2.374.342 $+2.374.342 $
ALPHA PRO TECH LTDAPT4.508.482 $+702.091 $3.806.391 $-315.951 $4.122.342 $+1.506.814 $2.615.528 $+2.615.528 $
ORACLE CORPORCL2.325.861 $-1.094.580 $3.420.441 $+443.794 $2.976.647 $+766.950 $2.209.697 $+2.209.697 $
BERKSHIRE HATHAWAY INCBRK-B2.492.139 $-18.042 $2.510.181 $-446.215 $2.956.396 $+400.545 $2.555.851 $+2.555.851 $
Walt Disney CoDIS2.003.075 $+13.026 $1.990.049 $-684.956 $2.675.005 $+502.000 $2.173.005 $+2.173.005 $
UNILEVER PLCUL2.158.658 $-32.924 $2.191.582 $-80.394 $2.271.976 $+160.214 $2.111.762 $+2.111.762 $
Palo Alto Networks IncPANW1.631.644 $-172.022 $1.803.666 $-251.738 $2.055.404 $+543.875 $1.511.529 $+1.511.529 $
PALATIN TECHNOLOGIES INCPTNT1.815.646 $-166.150 $1.981.796 $+1.981.796 $
Medtronic plcMDT1.945.631 $+23.177 $1.922.454 $+75.656 $1.846.798 $+167.508 $1.679.290 $+1.679.290 $
AMAZON COM INCAMZN349.461 $+60.946 $288.515 $-1.466.605 $1.755.120 $+1.511.587 $243.533 $+243.533 $
JOHNSON & JOHNSONJNJ1.646.701 $+134.045 $1.512.656 $+117.743 $1.394.913 $+80.465 $1.314.448 $+1.314.448 $
RTX CorpRTX1.060.602 $+95.275 $965.327 $-119.894 $1.085.221 $-383.893 $1.469.114 $+1.469.114 $
GENERAL DYNAMICS CORPGD1.314.994 $-15.247 $1.330.241 $+158.934 $1.171.307 $+91.618 $1.079.689 $+1.079.689 $
ASML HOLDING NVASML1.316.998 $+127.215 $1.189.783 $+183.237 $1.006.546 $+213.378 $793.168 $+793.168 $
ELI LILLY & CoLLY1.084.352 $+161.885 $922.467 $-242.930 $1.165.397 $+664.896 $500.501 $+500.501 $
Accenture plcACN704.824 $+38.018 $666.806 $-266.627 $933.433 $+153.021 $780.412 $+780.412 $
STARBUCKS CORPSBUX836.963 $-28.157 $865.120 $-15.628 $880.748 $+34.427 $846.321 $+846.321 $
JPMORGAN CHASE & COJPM657.329 $+13.852 $643.477 $-221.614 $865.091 $+364.679 $500.412 $+500.412 $
NICOLET BANKSHARES INCNIC224.786 $-540.240 $765.026 $+765.026 $
Walmart Inc.WMT229.207 $+18.655 $210.552 $-254.979 $465.531 $-245.891 $711.422 $+711.422 $
PROCTER & GAMBLE CoPG502.015 $-39.294 $541.309 $-123.852 $665.161 $+204.175 $460.986 $+460.986 $
DIAGEO PLCDEO546.175 $-49.881 $596.056 $-21.286 $617.342 $+717 $616.625 $+616.625 $
PEPSICO INCPEP561.564 $+18.061 $543.503 $+41.487 $502.016 $-34.319 $536.335 $+536.335 $
NETFLIX INCNFLX503.513 $+503.513 $
AbbVie Inc.ABBV495.234 $+495.234 $
INTUITIVE SURGICAL INCISRG484.722 $+484.722 $
LINDE PLCLIN410.063 $+410.063 $
EXXON MOBIL CORPXOM404.034 $+404.034 $
Booking Holdings Inc.BKNG393.668 $+393.668 $
CINTAS CORPCTAS386.011 $+386.011 $
SCHWAB CHARLES CORPSCHW222.150 $-37.290 $259.440 $-102.737 $362.177 $+149.451 $212.726 $+212.726 $
GOLDMAN SACHS GROUP INCGS271.611 $+25.539 $246.072 $-31.366 $277.438 $-74.373 $351.811 $+351.811 $
Parker-Hannifin CorpPH315.708 $+315.708 $
ANALOG DEVICES INCADI290.146 $+290.146 $
Mastercard IncMA263.550 $+263.550 $
MORGAN STANLEYMS257.351 $+257.351 $
MCKESSON CORPMCK249.878 $+249.878 $
Eaton Corp plcETN239.183 $+239.183 $
EQUINIX INCEQIX229.891 $+229.891 $
AMERICAN EXPRESS COAXP215.630 $+215.630 $
293.333.859 $-13.263.121 $306.596.980 $+8.618.883 $305.157.111 $+83.311.288 $221.845.823 $+221.845.823 $
Erweiterte Einstellungen ×