Investments: CPA Asset Management Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
151.342.145 $+22.868.979 $128.048.015 $+12.916.239 $115.356.529 $+1.965.286 $113.825.280 $+113.825.280 $
BANK OF AMERICA CORP /DE/BAC66.136.319 $+4.661.973 $61.474.346 $+3.939.463 $57.534.883 $+1.787.504 $55.747.379 $+55.747.379 $
ISHARES GOLD TRUSTIAU20.218.636 $+2.351.054 $17.867.582 $+1.400.613 $16.466.969 $+925.348 $15.541.621 $+15.541.621 $
BERKSHIRE HATHAWAY INCBRK-B13.927.738 $+8.533 $13.919.205 $+468.973 $13.450.232 $-1.287.287 $14.737.519 $+14.737.519 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.049.103 $+7.918.367 $4.130.736 $+4.130.736 $
CATERPILLAR INCCAT6.317.038 $+1.062.185 $5.254.853 $+981.049 $4.273.804 $+643.035 $3.630.769 $+3.630.769 $
APPFOLIO INCAPPF4.887.660 $+571.384 $4.316.276 $+606.255 $3.710.021 $-327.885 $4.037.906 $+4.037.906 $
MCDONALDS CORPMCD3.394.022 $+76.758 $3.317.264 $+127.936 $3.189.328 $-220.503 $3.409.831 $+3.409.831 $
JPMORGAN CHASE & COJPM3.029.872 $+474.852 $2.555.020 $+171.056 $2.383.964 $+366.833 $2.017.131 $+2.017.131 $
ALPHA PRO TECH LTDAPT2.941.249 $+719.469 $2.221.780 $+580.142 $1.641.638 $+198.223 $1.443.415 $+1.443.415 $
MICROSOFT CORPMSFT2.259.775 $+624.801 $1.634.974 $+67.821 $1.567.153 $+378.809 $1.188.344 $+1.188.344 $
JOHNSON & JOHNSONJNJ1.745.453 $+46.693 $1.698.760 $+288.292 $1.410.468 $-120.339 $1.530.807 $+1.530.807 $
BECTON DICKINSON & COBDX855.849 $-348.590 $1.204.439 $+96.010 $1.108.429 $-365.573 $1.474.002 $+1.474.002 $
NVIDIA CORPNVDA1.238.920 $+1.238.920 $
AMAZON COM INCAMZN1.183.415 $+636.246 $547.169 $-33.996 $581.165 $+77.166 $503.999 $+503.999 $
SYSCO CORPSYY250.546 $-515.299 $765.845 $-248.087 $1.013.932 $-58.765 $1.072.697 $+1.072.697 $
PROCTER & GAMBLE CoPG702.936 $-185.622 $888.558 $-32.312 $920.870 $-77.621 $998.491 $+998.491 $
RTX CorpRTX951.480 $+322.486 $628.994 $+82.879 $546.115 $+50.714 $495.401 $+495.401 $
CHEVRON CORPCVX618.408 $-212.786 $831.194 $+64.766 $766.428 $-128.996 $895.424 $+895.424 $
NEXTERA ENERGY INCNEE795.356 $+47.772 $747.584 $+60.438 $687.146 $-14.234 $701.380 $+701.380 $
PEPSICO INCPEP728.221 $+15.628 $712.593 $+42.622 $669.971 $-90.825 $760.796 $+760.796 $
AMGEN INCAMGN633.345 $-38.291 $671.636 $+7.116 $664.520 $-76.969 $741.489 $+741.489 $
MORGAN STANLEYMS716.603 $+439.465 $277.138 $+6.694 $270.444 $-307.204 $577.648 $+577.648 $
ORACLE CORPORCL502.673 $-147.554 $650.227 $+146.722 $503.505 $+181.522 $321.983 $+321.983 $
BlackRock, Inc.BLK601.581 $+8.657 $592.924 $+30.085 $562.839 $+213.433 $349.406 $+349.406 $
AMERICAN EXPRESS COAXP581.562 $+581.562 $
BOSTON SCIENTIFIC CORPBSX458.539 $-10.574 $469.113 $-46.133 $515.246 $+31.324 $483.922 $+483.922 $
Walmart Inc.WMT486.305 $+486.305 $
EXXON MOBIL CORPXOM388.086 $+148.503 $239.583 $-5.113 $244.696 $-25.264 $269.960 $+269.960 $
GOLDMAN SACHS GROUP INCGS287.433 $+287.433 $
BP PLCBP270.756 $+270.756 $
FREEPORT-MCMORAN INCFCX253.798 $+253.798 $
ASML HOLDING NVASML252.487 $+252.487 $
COMCAST CORPCMCSA202.864 $-12.112 $214.976 $-29.215 $244.191 $-8.279 $252.470 $+252.470 $
DEERE & CODE244.425 $+19.672 $224.753 $+17.300 $207.453 $+207.453 $
FISERV INCFISV233.639 $+233.639 $
DELTA AIR LINES, INC.DAL233.531 $+233.531 $
NETFLIX INCNFLX230.650 $+230.650 $
STARBUCKS CORPSBUX227.620 $+27.222 $200.398 $+200.398 $
Veralto CorpVLTO201.456 $-13.790 $215.246 $+11.427 $203.819 $+203.819 $
INTUITIVE SURGICAL INCISRG206.722 $+206.722 $
Lloyds Banking Group plcLYG129.713 $+129.713 $
151.342.145 $+22.868.979 $128.048.015 $+12.916.239 $115.356.529 $+1.965.286 $113.825.280 $+113.825.280 $
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