Investments: Ipsen Advisor Group LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
132.569.446 $+3.966.844 $128.602.602 $+128.602.602 $
BANK OF AMERICA CORP /DE/BAC76.549.823 $+2.894.383 $73.655.440 $+73.655.440 $
BlackRock, Inc.BLK26.025.770 $+401.306 $25.624.464 $+25.624.464 $
FLOWERS FOODS INCFLO4.824.616 $-1.029.366 $5.853.982 $+5.853.982 $
ISHARES GOLD TRUSTIAU3.229.292 $+183.105 $3.046.187 $+3.046.187 $
APPFOLIO INCAPPF2.709.193 $-49.039 $2.758.232 $+2.758.232 $
Walmart Inc.WMT2.027.877 $+110.674 $1.917.203 $+1.917.203 $
JPMORGAN CHASE & COJPM1.376.539 $-138.002 $1.514.541 $+1.514.541 $
MICROSOFT CORPMSFT1.305.546 $-126.260 $1.431.806 $+1.431.806 $
MORGAN STANLEYMS1.284.981 $+1.284.981 $
PEPSICO INCPEP1.121.132 $+42.930 $1.078.202 $+1.078.202 $
BERKSHIRE HATHAWAY INCBRK-B1.040.486 $-186 $1.040.672 $+1.040.672 $
SEMPRASRE840.330 $-34.487 $874.817 $+874.817 $
GOLDMAN SACHS GROUP INCGS820.107 $+77.112 $742.995 $+742.995 $
HERSHEY COHSY768.684 $-21.415 $790.099 $+790.099 $
AMGEN INCAMGN698.007 $+83.736 $614.271 $+614.271 $
DELUXE CORPDLX685.890 $+111.218 $574.672 $+574.672 $
ANALOG DEVICES INCADI653.901 $+32.546 $621.355 $+621.355 $
EXXON MOBIL CORPXOM651.881 $+15.160 $636.721 $+636.721 $
ALLSTATE CORPALL612.014 $-26.593 $638.607 $+638.607 $
Medtronic plcMDT571.709 $+14.436 $557.273 $+557.273 $
LOCKHEED MARTIN CORPLMT561.725 $-7.825 $569.550 $+569.550 $
FISERV INCFISV268.680 $-298.870 $567.550 $+567.550 $
UNITED PARCEL SERVICE INCUPS562.394 $+96.749 $465.645 $+465.645 $
Accenture plcACN558.997 $+354.995 $204.002 $+204.002 $
NEXTERA ENERGY INCNEE514.016 $+30.972 $483.044 $+483.044 $
ALLIANT ENERGY CORPLNT455.070 $-16.800 $471.870 $+471.870 $
EMERSON ELECTRIC COEMR427.552 $+4.961 $422.591 $+422.591 $
MCDONALDS CORPMCD388.774 $+3.590 $385.184 $+385.184 $
CATERPILLAR INCCAT329.136 $+11.351 $317.785 $+317.785 $
SOUTHERN COSO244.298 $-30.167 $274.465 $+274.465 $
AMAZON COM INCAMZN244.637 $-20.384 $265.021 $+265.021 $
COCA COLA COKO216.389 $+12.033 $204.356 $+204.356 $
132.569.446 $+3.966.844 $128.602.602 $+128.602.602 $
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