Investments: Core Wealth Management, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
15.505.507 $+1.637.883 $13.867.624 $+2.123.655 $11.743.969 $-40.549 $11.784.518 $+11.784.518 $
BANK OF AMERICA CORP /DE/BAC4.333.604 $+623.297 $3.710.307 $-308.557 $4.018.864 $-154.161 $4.173.025 $+4.173.025 $
NEXTERA ENERGY INCNEE2.665.617 $-31.565 $2.697.182 $+1.002.084 $1.695.098 $-21.432 $1.716.530 $+1.716.530 $
BERKSHIRE HATHAWAY INCBRK-B1.509.780 $-34.225 $1.544.005 $+27.772 $1.516.233 $-159.368 $1.675.601 $+1.675.601 $
APPFOLIO INCAPPF1.237.324 $+380.737 $856.587 $+320.947 $535.640 $-121.276 $656.916 $+656.916 $
ALPHA PRO TECH LTDAPT1.204.754 $+210.718 $994.036 $+245.763 $748.273 $+97.703 $650.570 $+650.570 $
MCDONALDS CORPMCD931.255 $+3.783 $927.472 $+38.399 $889.073 $-73.964 $963.037 $+963.037 $
AMAZON COM INCAMZN835.799 $+85.089 $750.710 $+18.606 $732.104 $+98.538 $633.566 $+633.566 $
MICROSOFT CORPMSFT721.561 $-80.744 $802.305 $+84.045 $718.260 $+121.390 $596.870 $+596.870 $
NVIDIA CORPNVDA571.067 $+10.581 $560.486 $+132.965 $427.521 $+141.398 $286.123 $+286.123 $
PROCTER & GAMBLE CoPG299.088 $-25.114 $324.202 $+107.686 $216.516 $-10.313 $226.829 $+226.829 $
BlackRock, Inc.BLK297.659 $+297.659 $
JOHNSON & JOHNSONJNJ252.065 $+26.223 $225.842 $+225.842 $
Palo Alto Networks IncPANW222.145 $-23.421 $245.566 $-821 $246.387 $+40.936 $205.451 $+205.451 $
GENERAL ELECTRIC COGE218.701 $-10.223 $228.924 $+228.924 $
3M COMMM205.088 $+205.088 $
15.505.507 $+1.637.883 $13.867.624 $+2.123.655 $11.743.969 $-40.549 $11.784.518 $+11.784.518 $
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