Investments: JDM Financial Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
99.668.169 $+19.650.230 $80.230.060 $+80.230.060 $
BANK OF AMERICA CORP /DE/BAC74.257.723 $+15.421.746 $58.835.977 $+58.835.977 $
MORGAN STANLEYMS11.867.832 $+5.045.103 $6.822.729 $+6.822.729 $
APPFOLIO INCAPPF5.251.800 $+187.564 $5.064.236 $+5.064.236 $
BlackRock, Inc.BLK3.107.950 $-64.517 $3.172.467 $+3.172.467 $
NVIDIA CORPNVDA1.572.192 $-345.207 $1.917.399 $+1.917.399 $
ALPHA PRO TECH LTDAPT726.041 $+58.831 $667.210 $+667.210 $
RAYMOND JAMES FINANCIAL INCRJF82.715 $-456.348 $539.063 $+539.063 $
AMAZON COM INCAMZN523.731 $-7.409 $531.140 $+531.140 $
EXXON MOBIL CORPXOM421.912 $+26.610 $395.302 $+395.302 $
MICROSOFT CORPMSFT255.779 $-134.393 $390.172 $+390.172 $
BERKSHIRE HATHAWAY INCBRK-B360.400 $-12.633 $373.033 $+373.033 $
SEMPRASRE123.606 $-2.366 $125.972 $+125.972 $
CARDINAL HEALTH INCCAH125.766 $+29.706 $96.060 $+96.060 $
Palo Alto Networks IncPANW25.420 $-84.322 $109.742 $+109.742 $
GENERAL ELECTRIC COGE102.971 $+10.833 $92.138 $+92.138 $
BOEING COBA85.762 $+509 $85.253 $+85.253 $
GOLDMAN SACHS GROUP INCGS77.890 $+6.762 $71.128 $+71.128 $
Walmart Inc.WMT73.232 $+5.489 $67.743 $+67.743 $
AMGEN INCAMGN65.462 $-3.959 $69.421 $+69.421 $
SPS COMMERCE INCSPSC67.769 $+6.984 $60.785 $+60.785 $
JOHNSON & JOHNSONJNJ53.393 $-10.670 $64.063 $+64.063 $
PALATIN TECHNOLOGIES INCPTNT57.058 $-4.235 $61.293 $+61.293 $
CHEVRON CORPCVX40.541 $-766 $41.307 $+41.307 $
Eaton Corp plcETN41.168 $+41.168 $
EQUINIX INCEQIX34.477 $-769 $35.246 $+35.246 $
abrdn Gold ETF TrustSGOL31.289 $+31.289 $
MCKESSON CORPMCK24.609 $+1.433 $23.176 $+23.176 $
BARCLAYS PLCBCS3.699 $-20.029 $23.728 $+23.728 $
METLIFE INCMET20.593 $+20.593 $
JPMORGAN CHASE & COJPM11.600 $-8.903 $20.503 $+20.503 $
Constellation Energy CorpCEG20.490 $+1.404 $19.086 $+19.086 $
ADVANCED MICRO DEVICES INCAMD19.060 $+4.661 $14.399 $+14.399 $
NETFLIX INCNFLX3.750 $-13.035 $16.785 $+16.785 $
ELI LILLY & CoLLY16.120 $+4.675 $11.445 $+11.445 $
INTUITIVE SURGICAL INCISRG16.100 $+16.100 $
MASTEC INCMTZ14.897 $+14.897 $
CATERPILLAR INCCAT9.739 $-5.053 $14.792 $+14.792 $
ASML HOLDING NVASML14.521 $+14.521 $
RTX CorpRTX12.655 $+1.109 $11.546 $+11.546 $
Walt Disney CoDIS12.515 $-80 $12.595 $+12.595 $
Zoetis Inc.ZTS6.291 $-5.854 $12.145 $+12.145 $
Grayscale Bitcoin Mini Trust ETFBTC9.140 $-2.809 $11.949 $+11.949 $
CONOCOPHILLIPSCOP11.795 $-123 $11.918 $+11.918 $
Mastercard IncMA11.533 $+42 $11.491 $+11.491 $
Edwards Lifesciences CorpEW11.509 $+1.010 $10.499 $+10.499 $
AMDOCS LTDDOX10.949 $-210 $11.159 $+11.159 $
UNITEDHEALTH GROUP INCUNH11.050 $+11.050 $
NICOLET BANKSHARES INCNIC10.448 $+10.448 $
iShares Bitcoin Trust ETFIBIT7.696 $-2.379 $10.075 $+10.075 $
CONSOLIDATED EDISON INCED9.932 $-120 $10.052 $+10.052 $
MCDONALDS CORPMCD10.028 $+10.028 $
COCA COLA COKO9.616 $+9.616 $
SOUTHERN COSO8.720 $-757 $9.477 $+9.477 $
PEPSICO INCPEP8.611 $+8.611 $
AUTOZONE INCAZO6.783 $-1.797 $8.580 $+8.580 $
SYNOPSYS INCSNPS8.388 $+8.388 $
EXELON CORPEXC7.672 $-250 $7.922 $+7.922 $
TARGET CORPTGT5.865 $-1.311 $7.176 $+7.176 $
CVS HEALTH CorpCVS6.785 $+6.785 $
AFLAC INCAFL6.175 $-80 $6.255 $+6.255 $
ROYAL GOLD INCRGLD6.002 $+586 $5.416 $+5.416 $
CENTENE CORPCNC5.665 $+5.665 $
HOLOGIC INCHOLX4.842 $+455 $4.387 $+4.387 $
ISHARES GOLD TRUSTIAU4.464 $+462 $4.002 $+4.002 $
CITIGROUP INCC4.434 $+577 $3.857 $+3.857 $
STARBUCKS CORPSBUX4.230 $+4.230 $
BROWN & BROWN, INC.BRO4.221 $+4.221 $
3M COMMM4.003 $+123 $3.880 $+3.880 $
Duke Energy CORPDUK3.516 $+3.516 $
LOCKHEED MARTIN CORPLMT3.494 $+3.494 $
NEXTERA ENERGY INCNEE3.397 $+3.397 $
CARNIVAL CORPCCL3.054 $+163 $2.891 $+2.891 $
GAP INCGAP2.652 $+2.652 $
AT&T INC.T2.285 $-313 $2.598 $+2.598 $
BOSTON SCIENTIFIC CORPBSX2.479 $-59 $2.538 $+2.538 $
CHIPOTLE MEXICAN GRILL INCCMG2.351 $+2.351 $
WELLTOWER INC.WELL1.856 $+75 $1.781 $+1.781 $
FISERV INCFISV1.676 $+1.676 $
UNITED STATES ANTIMONY CORPUAMY1.406 $+1.406 $
FORD MOTOR COF1.050 $+93 $957 $+957 $
99.668.169 $+19.650.230 $80.230.060 $+80.230.060 $
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