Investments: Rooted Wealth Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ Veränd. ($)
256.215.787 $+256.215.787 $
BANK OF AMERICA CORP /DE/BAC210.439.133 $+210.439.133 $
APPFOLIO INCAPPF4.540.582 $+4.540.582 $
MICROSOFT CORPMSFT3.932.599 $+3.932.599 $
ALPHA PRO TECH LTDAPT3.553.904 $+3.553.904 $
NVIDIA CORPNVDA3.325.754 $+3.325.754 $
AMAZON COM INCAMZN3.122.191 $+3.122.191 $
MORGAN STANLEYMS3.062.156 $+3.062.156 $
BlackRock, Inc.BLK2.418.959 $+2.418.959 $
VICTORY CAPITAL MANAGEMENT INC2.402.598 $+2.402.598 $
CATERPILLAR INCCAT2.232.121 $+2.232.121 $
NETFLIX INCNFLX1.165.366 $+1.165.366 $
JPMORGAN CHASE & COJPM1.104.398 $+1.104.398 $
EXXON MOBIL CORPXOM1.028.623 $+1.028.623 $
BERKSHIRE HATHAWAY INCBRK-B994.594 $+994.594 $
PARSONS CORPPSN873.434 $+873.434 $
Walmart Inc.WMT793.216 $+793.216 $
UNITEDHEALTH GROUP INCUNH731.834 $+731.834 $
MCDONALDS CORPMCD714.494 $+714.494 $
PROCTER & GAMBLE CoPG705.312 $+705.312 $
ADVANCED MICRO DEVICES INCAMD650.102 $+650.102 $
LOCKHEED MARTIN CORPLMT613.674 $+613.674 $
DEERE & CODE584.303 $+584.303 $
NICOLET BANKSHARES INCNIC504.205 $+504.205 $
ELI LILLY & CoLLY444.103 $+444.103 $
Palo Alto Networks IncPANW410.798 $+410.798 $
COCA COLA COKO408.321 $+408.321 $
JOHNSON & JOHNSONJNJ385.296 $+385.296 $
EMERSON ELECTRIC COEMR345.396 $+345.396 $
UNITED PARCEL SERVICE INCUPS338.808 $+338.808 $
GOLDMAN SACHS GROUP INCGS336.094 $+336.094 $
3M COMMM335.783 $+335.783 $
HERSHEY COHSY332.351 $+332.351 $
NEXTERA ENERGY INCNEE328.639 $+328.639 $
PEPSICO INCPEP323.003 $+323.003 $
PALATIN TECHNOLOGIES INCPTNT322.477 $+322.477 $
AMERICAN EXPRESS COAXP302.578 $+302.578 $
CITIGROUP INCC289.598 $+289.598 $
Mastercard IncMA277.411 $+277.411 $
LINDE PLCLIN264.591 $+264.591 $
AUTOZONE INCAZO252.994 $+252.994 $
SPS COMMERCE INCSPSC250.591 $+250.591 $
RTX CorpRTX242.780 $+242.780 $
GENERAL ELECTRIC COGE238.046 $+238.046 $
AbbVie Inc.ABBV209.077 $+209.077 $
Webull CorpBULL83.500 $+83.500 $
256.215.787 $+256.215.787 $
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