Investments: Rochester Wealth Strategies, 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. ($)
87.670.606 $+4.202.791 $83.467.815 $+9.368.418 $74.301.963 $+3.771.078 $70.530.885 $+70.530.885 $
BANK OF AMERICA CORP /DE/BAC76.356.179 $+2.305.849 $74.050.330 $+7.614.753 $66.435.577 $+3.270.462 $63.165.115 $+63.165.115 $
ISHARES GOLD TRUSTIAU8.241.677 $+188.730 $8.052.947 $+1.550.233 $6.502.714 $+5.381 $6.497.333 $+6.497.333 $
CHEVRON CORPCVX1.199.619 $+973.051 $226.568 $+17.654 $208.914 $-35.162 $244.076 $+244.076 $
EXXON MOBIL CORPXOM744.423 $+744.423 $
APPFOLIO INCAPPF452.848 $+17.751 $435.097 $+84.567 $350.530 $-18.697 $369.227 $+369.227 $
MICROSOFT CORPMSFT338.496 $-24.028 $362.524 $+24.390 $338.134 $+83.000 $255.134 $+255.134 $
JPMORGAN CHASE & COJPM337.364 $-2.985 $340.349 $+76.821 $263.528 $+263.528 $
BERKSHIRE HATHAWAY INCBRK-B202.566 $+202.566 $
87.670.606 $+4.202.791 $83.467.815 $+9.368.418 $74.301.963 $+3.771.078 $70.530.885 $+70.530.885 $
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