Investments: Atlas Wealth 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. ($)
265.170.465 $+11.638.121 $253.970.620 $+253.970.620 $
BANK OF AMERICA CORP /DE/BAC98.176.883 $+7.688.260 $90.488.623 $+90.488.623 $
NBC SECURITIES, INC.28.226.579 $+1.953.967 $26.272.612 $+26.272.612 $
APPFOLIO INCAPPF21.771.238 $+960.701 $20.810.537 $+20.810.537 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.13.754.186 $-1.660.939 $15.415.125 $+15.415.125 $
ALPHA PRO TECH LTDAPT15.371.303 $+3.207.943 $12.163.360 $+12.163.360 $
MICROSOFT CORPMSFT13.825.516 $-1.217.937 $15.043.453 $+15.043.453 $
PROCTER & GAMBLE CoPG11.690.657 $-853.022 $12.543.679 $+12.543.679 $
TOWER BRIDGE ADVISORS10.949.180 $-930.793 $11.879.973 $+11.879.973 $
JPMORGAN CHASE & COJPM8.444.097 $+55.867 $8.388.230 $+8.388.230 $
MORGAN STANLEYMS6.259.478 $-1.266.794 $7.526.272 $+7.526.272 $
SLM CorpSLM7.266.742 $+101.699 $7.165.043 $+7.165.043 $
CHASE INVESTMENT COUNSEL CORP6.047.433 $+1.183.209 $4.864.224 $+4.864.224 $
AMAZON COM INCAMZN5.226.457 $+202.476 $5.023.981 $+5.023.981 $
RESOURCES MANAGEMENT CORP /CT/ /ADV3.065.672 $-759.978 $3.825.650 $+3.825.650 $
Steward Partners Investment Advisory, LLC3.436.254 $+3.436.254 $
NVIDIA CORPNVDA2.015.334 $-284.280 $2.299.614 $+2.299.614 $
FNY Investment Advisers, LLC1.070.528 $-26.166 $1.096.694 $+1.096.694 $
Synchrony FinancialSYF1.007.501 $+65.307 $942.194 $+942.194 $
WESBANCO INCWSBC894.821 $+33.956 $860.865 $+860.865 $
GENERAL ELECTRIC COGE704.157 $-117.382 $821.539 $+821.539 $
ORACLE CORPORCL507.351 $-304.026 $811.377 $+811.377 $
FLUOR CORPFLR651.081 $-40.087 $691.168 $+691.168 $
BERKSHIRE HATHAWAY INCBRK-B669.530 $-120 $669.650 $+669.650 $
PEPSICO INCPEP610.104 $+10.987 $599.117 $+599.117 $
Walmart Inc.WMT522.401 $+39.153 $483.248 $+483.248 $
AT&T INC.T384.424 $-127.172 $511.596 $+511.596 $
EMERSON ELECTRIC COEMR473.147 $+5.490 $467.657 $+467.657 $
JOHNSON & JOHNSONJNJ411.003 $+24.217 $386.786 $+386.786 $
UNITEDHEALTH GROUP INCUNH366.422 $-16.861 $383.283 $+383.283 $
AMERICAN EXPRESS COAXP345.533 $+35.296 $310.237 $+310.237 $
KROGER COKR294.843 $-23.265 $318.108 $+318.108 $
Estabrook Capital Management276.091 $+26.256 $249.835 $+249.835 $
SPS COMMERCE INCSPSC243.731 $+25.117 $218.614 $+218.614 $
MCDONALDS CORPMCD228.221 $+228.221 $
AMGEN INCAMGN210.788 $+210.788 $
LOCKHEED MARTIN CORPLMT203.178 $+203.178 $
MAI Capital Management4.508 $+4.508 $
CITIGROUP INCC2.369 $+2.369 $
265.170.465 $+11.638.121 $253.970.620 $+253.970.620 $
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