Investments: Johnson & White Wealth Management, 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. ($)
212.528.417 $+9.366.656 $203.381.063 $+203.196.088 $185.202 $+16.935 $168.467 $+168.467 $
BANK OF AMERICA CORP /DE/BAC147.686.365 $+5.476.348 $142.210.017 $+142.078.013 $132.004 $+11.530 $120.474 $+120.474 $
BlackRock, Inc.BLK12.532.209 $+1.134.339 $11.397.870 $+11.387.613 $10.257 $+1.369 $8.888 $+8.888 $
NVIDIA CORPNVDA7.721.209 $-66.925 $7.788.134 $+7.781.301 $6.833 $+2.114 $4.719 $+4.719 $
JPMORGAN CHASE & COJPM7.724.684 $-43.432 $7.768.116 $+7.760.776 $7.340 $+624 $6.716 $+6.716 $
APPFOLIO INCAPPF5.568.469 $+242.090 $5.326.379 $+5.322.081 $4.298 $-378 $4.676 $+4.676 $
MICROSOFT CORPMSFT2.787.371 $-214.080 $3.001.451 $+2.998.547 $2.904 $+675 $2.229 $+2.229 $
AMAZON COM INCAMZN2.321.587 $+116.885 $2.204.702 $+2.202.702 $2.000 $+297 $1.703 $+1.703 $
EXXON MOBIL CORPXOM1.901.130 $+112.320 $1.788.810 $+1.787.084 $1.726 $+267 $1.459 $+1.459 $
JOHNSON & JOHNSONJNJ1.705.351 $+136.952 $1.568.399 $+1.567.111 $1.288 $-114 $1.402 $+1.402 $
ALPHA PRO TECH LTDAPT1.452.597 $+324.418 $1.128.179 $+1.127.453 $726 $+132 $594 $+594 $
GENERAL ELECTRIC COGE1.317.593 $+29.623 $1.287.970 $+1.286.850 $1.120 $+249 $871 $+871 $
UNITEDHEALTH GROUP INCUNH1.211.291 $+4.796 $1.206.495 $+1.205.834 $661 $-281 $942 $+942 $
AbbVie Inc.ABBV1.072.104 $-20.785 $1.092.889 $+1.091.832 $1.057 $-141 $1.198 $+1.198 $
Mastercard IncMA1.082.822 $+3.970 $1.078.852 $+1.077.786 $1.066 $+20 $1.046 $+1.046 $
AMGEN INCAMGN1.054.507 $+142.863 $911.644 $+911.030 $614 $-31 $645 $+645 $
Grayscale Bitcoin Mini Trust ETFBTC867.203 $-176.990 $1.044.193 $+1.043.305 $888 $+544 $344 $+344 $
COCA COLA COKO1.031.855 $+92.399 $939.456 $+938.449 $1.007 $-16 $1.023 $+1.023 $
MORGAN STANLEYMS955.832 $+88.303 $867.529 $+866.764 $765 $+200 $565 $+565 $
ANALOG DEVICES INCADI887.908 $+334.592 $553.316 $+552.994 $322 $+45 $277 $+277 $
PEPSICO INCPEP883.457 $+126.817 $756.640 $+755.890 $750 $-109 $859 $+859 $
PROCTER & GAMBLE CoPG863.238 $-15.092 $878.330 $+877.438 $892 $-96 $988 $+988 $
BERKSHIRE HATHAWAY INCBRK-B862.547 $-155 $862.702 $+861.796 $906 $-107 $1.013 $+1.013 $
NEXTERA ENERGY INCNEE829.800 $+60.401 $769.399 $+768.695 $704 $+13 $691 $+691 $
PALATIN TECHNOLOGIES INCPTNT788.144 $-28.186 $816.330 $+815.785 $545 $+207 $338 $+338 $
MCDONALDS CORPMCD761.301 $+18.432 $742.869 $+742.169 $700 $-16 $716 $+716 $
YORK WATER COYORW681.274 $-2.971 $684.245 $+683.489 $756 $-120 $876 $+876 $
VERIZON COMMUNICATIONS INCVZ626.762 $-42.967 $669.729 $+669.361 $368 $-1 $369 $+369 $
ADVANCED MICRO DEVICES INCAMD645.050 $+156.606 $488.444 $+488.444 $
GOLDMAN SACHS GROUP INCGS643.308 $+643.308 $
Walmart Inc.WMT621.985 $+45.586 $576.399 $+575.852 $547 $+58 $489 $+489 $
Phillips 66PSX546.429 $-29.550 $575.979 $+575.474 $505 $-18 $523 $+523 $
CHEVRON CORPCVX575.475 $+84 $575.391 $+574.858 $533 $-131 $664 $+664 $
PFIZER INCPFE566.146 $+198.694 $367.452 $+367.452 $
UNITED PARCEL SERVICE INCUPS498.112 $+143.918 $354.194 $+353.958 $236 $-42 $278 $+278 $
WESTERN DIGITAL CORPWDC344.540 $+104.420 $240.120 $+240.120 $
TWILIO INCTWLO294.436 $+87.250 $207.186 $+207.186 $
Palo Alto Networks IncPANW219.502 $+219.281 $221 $+221 $
ARTESIAN RESOURCES CORPARTNA210.175 $-6.549 $216.724 $+216.501 $223 $-10 $233 $+233 $
SHERWIN WILLIAMS COSHW203.491 $-11.536 $215.027 $+214.814 $213 $-5 $218 $+218 $
BIO-TECHNE CorpTECH200.660 $+200.460 $200 $+200 $
PAYCHEX INCPAYX227 $-14 $241 $+241 $
212.528.417 $+9.366.656 $203.381.063 $+203.196.088 $185.202 $+16.935 $168.467 $+168.467 $
Erweiterte Einstellungen ×