Investments: Daner Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
66.081.291 $+5.819.439 $61.741.283 $+6.785.530 $55.156.965 $+55.156.965 $
BANK OF AMERICA CORP /DE/BAC51.742.266 $+2.726.888 $49.015.378 $+4.530.698 $44.484.680 $+44.484.680 $
APPFOLIO INCAPPF1.293.616 $+122.611 $1.171.005 $+156.573 $1.014.432 $+1.014.432 $
AMAZON COM INCAMZN1.063.567 $+710 $1.062.857 $+20.398 $1.042.459 $+1.042.459 $
CATERPILLAR INCCAT1.017.160 $+311.187 $705.973 $+201.981 $503.992 $+503.992 $
UNITED PARCEL SERVICE INCUPS319.668 $-681.197 $1.000.865 $+1.000.865 $
NVIDIA CORPNVDA972.495 $+60.056 $912.439 $+51.036 $861.403 $+861.403 $
BlackRock, Inc.BLK950.245 $+48.417 $901.828 $+41.938 $859.890 $+859.890 $
MCDONALDS CORPMCD927.558 $+64.620 $862.938 $+18.246 $844.692 $+844.692 $
ELI LILLY & CoLLY834.712 $+196.179 $638.533 $+175.903 $462.630 $+462.630 $
ALPHA PRO TECH LTDAPT751.589 $+121.097 $630.492 $+177.852 $452.640 $+452.640 $
MICROSOFT CORPMSFT490.899 $-41.489 $532.388 $+39.967 $492.421 $+492.421 $
BERKSHIRE HATHAWAY INCBRK-B518.811 $+8.171 $510.640 $+22.846 $487.794 $+487.794 $
AbbVie Inc.ABBV425.528 $+425.528 $
NUCOR CORPNUE407.143 $+161.627 $245.516 $+32.371 $213.145 $+213.145 $
NEXTERA ENERGY INCNEE397.577 $+397.577 $
Penumbra IncPEN392.527 $+122.860 $269.667 $+50.446 $219.221 $+219.221 $
PROCTER & GAMBLE CoPG387.996 $+50.677 $337.319 $-8.222 $345.541 $+345.541 $
GENERAL DYNAMICS CORPGD380.173 $+380.173 $
JPMORGAN CHASE & COJPM376.046 $+42.531 $333.515 $+56.821 $276.694 $+276.694 $
GENERAL ELECTRIC COGE347.709 $+41.562 $306.147 $+73.491 $232.656 $+232.656 $
Eaton Corp plcETN341.356 $+32.980 $308.376 $+61.695 $246.681 $+246.681 $
AMERICAN EXPRESS COAXP308.107 $+35.656 $272.451 $+272.451 $
Mastercard IncMA302.674 $+12.089 $290.585 $+42.536 $248.049 $+248.049 $
Palo Alto Networks IncPANW256.375 $-39.452 $295.827 $+295.827 $
Constellation Energy CorpCEG279.003 $+279.003 $
CHIPOTLE MEXICAN GRILL INCCMG262.881 $+49.159 $213.722 $+213.722 $
INTUITIVE SURGICAL INCISRG245.099 $+41.218 $203.881 $+203.881 $
Accenture plcACN242.546 $+2.487 $240.059 $+524 $239.535 $+239.535 $
BOSTON SCIENTIFIC CORPBSX236.191 $+236.191 $
NETFLIX INCNFLX230.277 $+230.277 $
DEXCOM INCDXCM225.041 $+12.430 $212.611 $+212.611 $
DOMINOS PIZZA INCDPZ223.072 $+9.034 $214.038 $+214.038 $
CHEVRON CORPCVX205.442 $+205.442 $
ROPER TECHNOLOGIES INCROP205.373 $+205.373 $
STARBUCKS CORPSBUX201.212 $+201.212 $
66.081.291 $+5.819.439 $61.741.283 $+6.785.530 $55.156.965 $+55.156.965 $
Erweiterte Einstellungen ×