Investments: Atlas Wealth Partners, 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. ($)
79.594.725 $-3.354.098 $83.156.558 $+83.083.457 $72.888 $+3.331 $70.024 $+70.024 $
BANK OF AMERICA CORP /DE/BAC56.806.379 $-4.000.505 $60.806.884 $+60.752.825 $54.059 $+1.942 $52.117 $+52.117 $
FRANCO NEVADA CorpFNV5.084.164 $-411.236 $5.495.400 $+5.491.355 $4.045 $+113 $3.932 $+3.932 $
MICROSOFT CORPMSFT2.805.620 $-224.952 $3.030.572 $+3.027.568 $3.004 $+600 $2.404 $+2.404 $
MORGAN STANLEYMS2.074.378 $+309.090 $1.765.288 $+1.764.409 $879 $+169 $710 $+710 $
ROYAL GOLD INCRGLD1.880.462 $+198.781 $1.681.681 $+1.680.182 $1.499 $+111 $1.388 $+1.388 $
APPFOLIO INCAPPF1.240.185 $-66.506 $1.306.691 $+1.305.577 $1.114 $-124 $1.238 $+1.238 $
INTUITIVE SURGICAL INCISRG1.104.402 $+209.942 $894.460 $+893.373 $1.087 $+96 $991 $+991 $
AMAZON COM INCAMZN861.651 $+85.910 $775.741 $+774.881 $860 $+73 $787 $+787 $
ALPHA PRO TECH LTDAPT744.499 $+166.504 $577.995 $+577.693 $302 $+36 $266 $+266 $
SOUTHERN COSO655.918 $-47.465 $703.383 $+702.729 $654 $-5 $659 $+659 $
BERKSHIRE HATHAWAY INCBRK-B567.995 $-100.649 $668.644 $+667.998 $646 $-84 $730 $+730 $
ISHARES GOLD TRUSTIAU653.013 $+184.229 $468.784 $+468.415 $369 $+20 $349 $+349 $
JOHNSON & JOHNSONJNJ610.916 $+54.285 $556.631 $+556.153 $478 $-111 $589 $+589 $
NVIDIA CORPNVDA577.446 $-3.057 $580.503 $+580.013 $490 $+146 $344 $+344 $
STRYKER CORPSYK510.908 $-44.857 $555.765 $+555.170 $595 $+35 $560 $+560 $
EXXON MOBIL CORPXOM483.165 $+30.474 $452.691 $+452.258 $433 $-45 $478 $+478 $
CARPENTER TECHNOLOGY CORPCRS478.557 $+105.336 $373.221 $+372.801 $420 $+145 $275 $+275 $
Duke Energy CORPDUK431.567 $+9.951 $421.616 $+421.243 $373 $+0 $373 $+373 $
Mastercard IncMA357.371 $-27.145 $384.516 $+384.136 $380 $+9 $371 $+371 $
NEXTERA ENERGY INCNEE252.882 $-32.093 $284.975 $+284.682 $293 $-67 $360 $+360 $
BARCLAYS PLCBCS263.543 $+23.031 $240.512 $+240.512 $
Walt Disney CoDIS237.535 $-3.488 $241.023 $+240.761 $262 $+262 $
AbbVie Inc.ABBV232.603 $-3.105 $235.708 $+235.495 $213 $+213 $
PEPSICO INCPEP226.225 $-7.608 $233.833 $+233.603 $230 $-42 $272 $+272 $
SAN JUAN BASIN ROYALTY TRUSTSJT228.487 $+16.181 $212.306 $+212.105 $201 $+67 $134 $+134 $
PALATIN TECHNOLOGIES INCPTNT224.854 $+224.854 $
PROCTER & GAMBLE CoPG207.735 $+207.520 $215 $-15 $230 $+230 $
Walmart Inc.WMT254 $+254 $
79.594.725 $-3.354.098 $83.156.558 $+83.083.457 $72.888 $+3.331 $70.024 $+70.024 $
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