Investments: Waterford Advisors, 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. ($)
143.998.825 $-46.260.469 $190.761.289 $+10.170.878 $180.591.499 $+21.790.884 $159.001.545 $+159.001.545 $
BANK OF AMERICA CORP /DE/BAC129.779.008 $-43.956.574 $173.735.582 $+9.201.226 $164.534.356 $+20.703.955 $143.830.401 $+143.830.401 $
BlackRock, Inc.BLK685.120 $-3.509.079 $4.194.199 $-25.735 $4.219.934 $-270.842 $4.490.776 $+4.490.776 $
RTX CorpRTX2.770.257 $+242.737 $2.527.520 $+344.959 $2.182.561 $+202.681 $1.979.880 $+1.979.880 $
APPFOLIO INCAPPF2.304.084 $+179.597 $2.124.487 $+418.216 $1.706.271 $-141.031 $1.847.302 $+1.847.302 $
BERKSHIRE HATHAWAY INCBRK-B2.264.400 $+756.000 $1.508.400 $-678.000 $2.186.400 $+589.517 $1.596.883 $+1.596.883 $
MICROSOFT CORPMSFT1.320.283 $-136.989 $1.457.272 $+75.355 $1.381.917 $+339.122 $1.042.795 $+1.042.795 $
NVIDIA CORPNVDA1.156.754 $+35.035 $1.121.719 $+193.370 $928.349 $+276.985 $651.364 $+651.364 $
JPMORGAN CHASE & COJPM713.073 $+15.026 $698.047 $+72.711 $625.336 $+96.224 $529.112 $+529.112 $
Otis Worldwide CorpOTIS584.372 $-27.295 $611.667 $-50.777 $662.444 $-27.964 $690.408 $+690.408 $
CATERPILLAR INCCAT506.990 $+72.306 $434.684 $+94.224 $340.460 $+51.225 $289.235 $+289.235 $
AMGEN INCAMGN340.730 $+46.960 $293.770 $+3.112 $290.658 $-33.666 $324.324 $+324.324 $
EXXON MOBIL CORPXOM325.214 $+20.511 $304.703 $+13.378 $291.325 $-30.079 $321.404 $+321.404 $
SHERWIN WILLIAMS COSHW282.878 $-19.407 $302.285 $+2.532 $299.753 $-5.090 $304.843 $+304.843 $
NATIONAL FUEL GAS CONFG289.210 $+23.814 $265.396 $+27.826 $237.570 $+237.570 $
AMAZON COM INCAMZN286.448 $+20.329 $266.119 $+37.076 $229.043 $+26.416 $202.627 $+202.627 $
SOUTHERN COSO232.911 $-20.220 $253.131 $+7.853 $245.278 $-320 $245.598 $+245.598 $
JOHNSON & JOHNSONJNJ236.130 $+24.566 $211.564 $+211.564 $
PROCTER & GAMBLE CoPG202.018 $-14.075 $216.093 $+216.093 $
CHEVRON CORPCVX210.173 $-3.972 $214.145 $+214.145 $
AbbVie Inc.ABBV212.785 $+11.855 $200.930 $+200.930 $
143.998.825 $-46.260.469 $190.761.289 $+10.170.878 $180.591.499 $+21.790.884 $159.001.545 $+159.001.545 $
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