Investments: MILESTONE ASSET MANAGEMENT, 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. ($)
450.612.066 $+67.827.712 $399.077.458 $+399.077.458 $
BANK OF AMERICA CORP /DE/BAC274.328.729 $-3.709.056 $278.037.785 $+278.037.785 $
MORGAN STANLEYMS25.704.213 $+513.368 $25.190.845 $+25.190.845 $
APPFOLIO INCAPPF21.419.303 $+10.163.672 $11.255.631 $+11.255.631 $
NVIDIA CORPNVDA16.140.516 $+2.063.995 $14.076.521 $+14.076.521 $
MICROSOFT CORPMSFT11.170.522 $+6.807.201 $4.363.321 $+4.363.321 $
PALATIN TECHNOLOGIES INCPTNT10.762.941 $+7.410.427 $3.352.514 $+3.352.514 $
JPMORGAN CHASE & COJPM9.776.118 $+3.881.997 $5.894.121 $+5.894.121 $
ADVANCED MICRO DEVICES INCAMD7.077.132 $+5.021.914 $2.055.218 $+2.055.218 $
BARCLAYS PLCBCS6.875.481 $+264.641 $6.610.840 $+6.610.840 $
Walmart Inc.WMT6.861.751 $+5.586.279 $1.275.472 $+1.275.472 $
ALPHA PRO TECH LTDAPT6.419.898 $+5.698.803 $721.095 $+721.095 $
AbbVie Inc.ABBV5.941.095 $+4.341.676 $1.599.419 $+1.599.419 $
RTX CorpRTX5.813.090 $+5.252.381 $560.709 $+560.709 $
BlackRock, Inc.BLK5.380.222 $+1.252.988 $4.127.234 $+4.127.234 $
CARNIVAL CORPCCL4.632.451 $+4.632.451 $
STATE STREET CORPSTT4.047.589 $+4.047.589 $
WESTERN DIGITAL CORPWDC2.919.977 $+2.919.977 $
BERKSHIRE HATHAWAY INCBRK-B2.267.777 $-555.791 $2.823.568 $+2.823.568 $
LAM RESEARCH CORPLRCX2.746.757 $+2.746.757 $
UNITEDHEALTH GROUP INCUNH2.743.149 $+374.261 $2.368.888 $+2.368.888 $
Walt Disney CoDIS2.038.767 $-616.747 $2.655.514 $+2.655.514 $
SPS COMMERCE INCSPSC2.138.357 $-237.842 $2.376.199 $+2.376.199 $
MPLX LPMPLX1.997.746 $+1.997.746 $
CATERPILLAR INCCAT1.770.562 $+480.295 $1.290.267 $+1.290.267 $
LOCKHEED MARTIN CORPLMT1.759.335 $+292.765 $1.466.570 $+1.466.570 $
COLGATE PALMOLIVE COCL1.734.944 $+1.734.944 $
JABIL INCJBL1.734.537 $+1.734.537 $
CHEVRON CORPCVX1.461.716 $+359.288 $1.102.428 $+1.102.428 $
PFIZER INCPFE1.363.606 $+264.048 $1.099.558 $+1.099.558 $
iShares Bitcoin Trust ETFIBIT1.264.288 $+490.593 $773.695 $+773.695 $
PROCTER & GAMBLE CoPG1.190.101 $+1.190.101 $
AMERICAN EXPRESS COAXP1.137.334 $+52.632 $1.084.702 $+1.084.702 $
Kraft Heinz CoKHC1.114.094 $+1.114.094 $
CURTISS WRIGHT CORPCW1.102.168 $+1.102.168 $
COCA COLA COKO1.014.099 $+1.014.099 $
AMGEN INCAMGN1.009.151 $+222.906 $786.245 $+786.245 $
EXXON MOBIL CORPXOM975.521 $+36.357 $939.164 $+939.164 $
GENERAL ELECTRIC COGE878.874 $+24.304 $854.570 $+854.570 $
ELI LILLY & CoLLY814.217 $+438.815 $375.402 $+375.402 $
CIENA CORPCIEN748.384 $+748.384 $
ISHARES GOLD TRUSTIAU727.770 $+123.997 $603.773 $+603.773 $
BLACKBERRY LtdBB45.984 $-643.819 $689.803 $+689.803 $
NETFLIX INCNFLX613.753 $+613.753 $
KLA CORPKLAC567.481 $+15.215 $552.266 $+552.266 $
Strategy IncMSTR243.272 $-270.975 $514.247 $+514.247 $
JOHNSON & JOHNSONJNJ435.302 $+435.302 $
CONSOLIDATED EDISON INCED419.973 $+419.973 $
GARTNER INCIT411.129 $+411.129 $
AMAZON COM INCAMZN393.548 $+61.997 $331.551 $+331.551 $
Bank of New York Mellon CorpBK391.920 $+391.920 $
STANTEC INCSTN354.605 $+354.605 $
abrdn Gold ETF TrustSGOL337.511 $+337.511 $
VERIZON COMMUNICATIONS INCVZ220.173 $-103.548 $323.721 $+323.721 $
BOEING COBA319.818 $+99.671 $220.147 $+220.147 $
MICRON TECHNOLOGY INCMU266.829 $+266.829 $
ASML HOLDING NVASML236.439 $+22.491 $213.948 $+213.948 $
AT&T INC.T221.940 $+221.940 $
GOLDMAN SACHS GROUP INCGS219.750 $+2.347 $217.403 $+217.403 $
BROWN & BROWN, INC.BRO201.461 $+201.461 $
450.612.066 $+67.827.712 $399.077.458 $+399.077.458 $
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