Investments: Hoxton Planning & 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. ($)
289.003.844 $+18.720.597 $270.092.081 $+15.752.289 $254.924.330 $+21.497.654 $234.187.972 $+234.187.972 $
BANK OF AMERICA CORP /DE/BAC205.678.265 $+14.523.423 $191.154.842 $+6.791.305 $184.363.537 $+11.612.962 $172.750.575 $+172.750.575 $
BlackRock, Inc.BLK24.349.097 $+466.270 $23.882.827 $+1.210.014 $22.672.813 $+4.833.806 $17.839.007 $+17.839.007 $
NVIDIA CORPNVDA11.751.227 $+41.428 $11.709.799 $+1.779.784 $9.930.015 $+2.949.029 $6.980.986 $+6.980.986 $
APPFOLIO INCAPPF7.489.124 $+632.355 $6.856.769 $+1.347.146 $5.509.623 $-600.168 $6.109.791 $+6.109.791 $
MICROSOFT CORPMSFT5.542.170 $-323.853 $5.866.023 $+248.174 $5.617.849 $+1.452.924 $4.164.925 $+4.164.925 $
ALPHA PRO TECH LTDAPT4.334.543 $+1.163.759 $3.170.784 $+862.046 $2.308.738 $+333.037 $1.975.701 $+1.975.701 $
AMAZON COM INCAMZN2.690.438 $+176.142 $2.514.296 $+36.944 $2.477.352 $+246.173 $2.231.179 $+2.231.179 $
ISHARES GOLD TRUSTIAU1.790.123 $+85.704 $1.704.419 $+802.506 $901.913 $-330.056 $1.231.969 $+1.231.969 $
NETFLIX INCNFLX1.023.953 $-284.069 $1.308.022 $-162.343 $1.470.365 $+466.963 $1.003.402 $+1.003.402 $
ELI LILLY & CoLLY1.376.535 $+409.143 $967.392 $-11.603 $978.995 $-116.062 $1.095.057 $+1.095.057 $
JPMORGAN CHASE & COJPM1.269.064 $+48.927 $1.220.137 $+95.620 $1.124.517 $+173.624 $950.893 $+950.893 $
SHORE BANCSHARES INCSHBI1.209.948 $+86.913 $1.123.035 $+99.191 $1.023.844 $+141.984 $881.860 $+881.860 $
BERKSHIRE HATHAWAY INCBRK-B1.026.914 $+32.997 $993.917 $+34.521 $959.396 $-87.656 $1.047.052 $+1.047.052 $
VERIZON COMMUNICATIONS INCVZ860.533 $-98.710 $959.243 $+23.576 $935.667 $-69.469 $1.005.136 $+1.005.136 $
EXXON MOBIL CORPXOM851.165 $+56.503 $794.662 $+8.153 $786.509 $-171.948 $958.457 $+958.457 $
Mastercard IncMA951.657 $+19.946 $931.711 $-12.348 $944.059 $-3.640 $947.699 $+947.699 $
ORACLE CORPORCL628.390 $-280.578 $908.968 $+204.105 $704.863 $+266.698 $438.165 $+438.165 $
STRYKER CORPSYK686.772 $-37.412 $724.184 $-53.229 $777.413 $+43.708 $733.705 $+733.705 $
LAM RESEARCH CORPLRCX762.093 $+172.933 $589.160 $+162.227 $426.933 $+91.641 $335.292 $+335.292 $
UNITEDHEALTH GROUP INCUNH314.265 $+28.011 $286.254 $-20.724 $306.978 $-330.704 $637.682 $+637.682 $
PFIZER INCPFE605.394 $+33.343 $572.051 $+134.786 $437.265 $-189.875 $627.140 $+627.140 $
JOHNSON & JOHNSONJNJ599.534 $+59.962 $539.572 $+42.065 $497.507 $-45.395 $542.902 $+542.902 $
NASDAQ, INC.NDAQ595.018 $+54.323 $540.695 $-5.929 $546.624 $+82.892 $463.732 $+463.732 $
Walmart Inc.WMT594.150 $+54.528 $539.622 $+29.895 $509.727 $+78.151 $431.576 $+431.576 $
ADVANCED MICRO DEVICES INCAMD519.766 $+138.751 $381.015 $+38.752 $342.263 $+35.173 $307.090 $+307.090 $
AbbVie Inc.ABBV483.256 $+6.747 $476.509 $+98.587 $377.922 $-68.146 $446.068 $+446.068 $
Accenture plcACN298.350 $-110.830 $409.180 $-62.937 $472.117 $+472.117 $
AMERICAN EXPRESS COAXP460.588 $+54.356 $406.232 $+5.593 $400.639 $+76.165 $324.474 $+324.474 $
UNITED PARCEL SERVICE INCUPS454.389 $+136.390 $317.999 $-18.030 $336.029 $+134.157 $201.872 $+201.872 $
GENERAL DYNAMICS CORPGD432.559 $-9.256 $441.815 $+49.702 $392.113 $+26.540 $365.573 $+365.573 $
PROCTER & GAMBLE CoPG301.811 $-27.307 $329.118 $-50.701 $379.819 $-56.448 $436.267 $+436.267 $
LINDE PLCLIN266.067 $-130.558 $396.625 $-31.267 $427.892 $+4.625 $423.267 $+423.267 $
GENERAL ELECTRIC COGE395.819 $+24.607 $371.212 $+66.205 $305.007 $+70.831 $234.176 $+234.176 $
STERIS plcSTE395.745 $+10.728 $385.017 $+10.994 $374.023 $+17.049 $356.974 $+356.974 $
CHEVRON CORPCVX255.592 $+140 $255.452 $-2.147 $257.599 $-136.437 $394.036 $+394.036 $
NEXTERA ENERGY INCNEE370.282 $+25.038 $345.244 $+17.487 $327.757 $-7.230 $334.987 $+334.987 $
COCA COLA COKO345.775 $+25.449 $320.326 $-28.684 $349.010 $+10.247 $338.763 $+338.763 $
SAP SESAP292.707 $-29.548 $322.255 $-15.600 $337.855 $+18.411 $319.444 $+319.444 $
ASML HOLDING NVASML337.006 $+122.090 $214.916 $+214.916 $
GARMIN LTDGRMN264.111 $-67.794 $331.905 $+36.149 $295.756 $-20.385 $316.141 $+316.141 $
REALTY INCOME CORPO313.192 $-17.019 $330.211 $+8.690 $321.521 $+10.007 $311.514 $+311.514 $
RTX CorpRTX328.653 $+46.911 $281.742 $+281.742 $
CVS HEALTH CorpCVS298.314 $+15.074 $283.240 $-18.685 $301.925 $-16.094 $318.019 $+318.019 $
INTUITIVE SURGICAL INCISRG317.728 $+71.304 $246.424 $-62.776 $309.200 $+22.934 $286.266 $+286.266 $
MCDONALDS CORPMCD293.807 $+6.840 $286.967 $+3.763 $283.204 $-33.085 $316.289 $+316.289 $
AMGEN INCAMGN302.434 $+42.528 $259.906 $-19.304 $279.210 $-22.466 $301.676 $+301.676 $
PRICE T ROWE GROUP INCTROW295.878 $+4.996 $290.882 $+37.666 $253.216 $+253.216 $
PALATIN TECHNOLOGIES INCPTNT290.444 $+16.996 $273.448 $+273.448 $
MORGAN STANLEYMS287.421 $+25.296 $262.125 $+19.987 $242.138 $+39.249 $202.889 $+202.889 $
AT&T INC.T235.309 $-51.830 $287.139 $+15.582 $271.557 $+14.958 $256.599 $+256.599 $
ASTRAZENECA PLCAZN278.272 $+53.482 $224.790 $+224.790 $
MICRON TECHNOLOGY INCMU277.133 $+277.133 $
PEPSICO INCPEP270.392 $+63.805 $206.587 $-2.729 $209.316 $+209.316 $
Eaton Corp plcETN229.009 $-40.077 $269.086 $+5.270 $263.816 $+263.816 $
CATERPILLAR INCCAT261.364 $+56.207 $205.157 $+205.157 $
CONOCOPHILLIPSCOP248.670 $+248.670 $
AGNICO EAGLE MINES LTDAEM243.954 $+243.954 $
BOSTON SCIENTIFIC CORPBSX214.538 $-834 $215.372 $-26.193 $241.565 $+21.142 $220.423 $+220.423 $
Sony Group CorpSONY202.829 $-25.562 $228.391 $+228.391 $
PAYCHEX INCPAYX214.990 $-12.727 $227.717 $+227.717 $
NICOLET BANKSHARES INCNIC222.624 $+222.624 $
CITIGROUP INCC219.844 $+11.769 $208.075 $+208.075 $
Sea LtdSE218.229 $+218.229 $
Parker-Hannifin CorpPH217.103 $+217.103 $
FMC CORPFMC208.050 $+208.050 $
KLA CORPKLAC207.779 $+207.779 $
Trane Technologies plcTT202.541 $+895 $201.646 $+201.646 $
NatWest Group plcNWG176.155 $+33.721 $142.434 $+142.434 $
Amcor plcAMCR123.565 $-46.119 $169.684 $-3.393 $173.077 $+173.077 $
Lloyds Banking Group plcLYG56.482 $+8.099 $48.383 $+3.091 $45.292 $-111.783 $157.075 $+157.075 $
WIPRO LTDWIT47.614 $+47.614 $
289.003.844 $+18.720.597 $270.092.081 $+15.752.289 $254.924.330 $+21.497.654 $234.187.972 $+234.187.972 $
Erweiterte Einstellungen ×