Investments: Meredith Wealth Planning

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. ($)
60.791.747 $-890.773 $62.608.490 $+8.692.843 $54.118.805 $+7.946.284 $46.430.525 $+46.430.525 $
BANK OF AMERICA CORP /DE/BAC46.920.138 $-1.391.587 $48.311.725 $+3.654.734 $44.656.991 $+6.311.338 $38.345.653 $+38.345.653 $
NVIDIA CORPNVDA3.774.602 $+26.993 $3.747.609 $+2.964.568 $783.041 $+259.465 $523.576 $+523.576 $
APPFOLIO INCAPPF2.577.990 $-42.395 $2.620.385 $+612.162 $2.008.223 $-158.992 $2.167.215 $+2.167.215 $
ALPHA PRO TECH LTDAPT2.397.777 $+505.491 $1.892.286 $+444.841 $1.447.445 $+178.335 $1.269.110 $+1.269.110 $
AMAZON COM INCAMZN1.203.762 $-170.527 $1.374.289 $+88.883 $1.285.406 $+191.601 $1.093.805 $+1.093.805 $
MICROSOFT CORPMSFT1.146.514 $-62.282 $1.208.796 $+10.462 $1.198.334 $+297.641 $900.693 $+900.693 $
Walmart Inc.WMT621.705 $-54.094 $675.799 $+34.656 $641.143 $+410.431 $230.712 $+230.712 $
CATERPILLAR INCCAT561.429 $-1.621 $563.050 $+104.951 $458.099 $+68.926 $389.173 $+389.173 $
AQR CAPITAL MANAGEMENT LLC511.617 $+511.617 $
BlackRock, Inc.BLK383.597 $+5.677 $377.920 $+27.524 $350.396 $+39.143 $311.253 $+311.253 $
ELI LILLY & CoLLY382.419 $+111.799 $270.620 $-10.362 $280.982 $-19.017 $299.999 $+299.999 $
MCDONALDS CORPMCD354.790 $-2.208 $356.998 $+19.341 $337.657 $-23.005 $360.662 $+360.662 $
BERKSHIRE HATHAWAY INCBRK-B257.357 $-25.686 $283.043 $+15.384 $267.659 $-13.011 $280.670 $+280.670 $
UNITEDHEALTH GROUP INCUNH258.004 $+258.004 $
Eaton Corp plcETN209.954 $+9.683 $200.271 $+200.271 $
MICRON TECHNOLOGY INCMU209.667 $+209.667 $
JPMORGAN CHASE & COJPM204.399 $+204.399 $
DEERE & CODE203.158 $+203.158 $
60.791.747 $-890.773 $62.608.490 $+8.692.843 $54.118.805 $+7.946.284 $46.430.525 $+46.430.525 $
Erweiterte Einstellungen ×