Investments: RF&L WEALTH MANAGEMENT, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
84.967.747 $+5.403.981 $79.765.996 $+8.608.987 $71.371.829 $+9.472.969 $61.898.860 $+61.898.860 $
BANK OF AMERICA CORP /DE/BAC36.162.115 $+898.841 $35.263.274 $+4.198.060 $31.065.214 $+4.931.697 $26.133.517 $+26.133.517 $
APPFOLIO INCAPPF7.617.245 $+416.563 $7.200.682 $+1.396.628 $5.804.054 $-479.782 $6.283.836 $+6.283.836 $
AMAZON COM INCAMZN5.945.692 $+296.595 $5.649.097 $+30.080 $5.619.017 $+746.078 $4.872.939 $+4.872.939 $
MICROSOFT CORPMSFT5.015.623 $-368.467 $5.384.090 $+235.896 $5.148.194 $+1.262.907 $3.885.287 $+3.885.287 $
NVIDIA CORPNVDA4.715.280 $-7.620 $4.722.900 $+766.830 $3.956.070 $+2.000.353 $1.955.717 $+1.955.717 $
BlackRock, Inc.BLK4.177.975 $+83.543 $4.094.432 $+444.567 $3.649.865 $+213.670 $3.436.195 $+3.436.195 $
AbbVie Inc.ABBV3.885.701 $-85.210 $3.970.911 $+711.424 $3.259.487 $-455.303 $3.714.790 $+3.714.790 $
ELI LILLY & CoLLY3.793.620 $+986.543 $2.807.077 $-80.302 $2.887.379 $-171.792 $3.059.171 $+3.059.171 $
Walmart Inc.WMT3.287.598 $+252.069 $3.035.529 $+160.797 $2.874.732 $+293.706 $2.581.026 $+2.581.026 $
JPMORGAN CHASE & COJPM2.255.680 $+47.218 $2.208.462 $+113.157 $2.095.305 $+322.415 $1.772.890 $+1.772.890 $
UNITEDHEALTH GROUP INCUNH1.688.183 $-116.010 $1.804.193 $+150.752 $1.653.441 $+448.816 $1.204.625 $+1.204.625 $
COCA COLA COKO1.197.558 $+61.496 $1.136.062 $-75.886 $1.211.948 $-14.903 $1.226.851 $+1.226.851 $
CHEVRON CORPCVX1.182.702 $+959.084 $223.618 $-11.214 $234.832 $-53.743 $288.575 $+288.575 $
MORGAN STANLEYMS900.335 $+186.117 $714.218 $+233.535 $480.683 $+480.683 $
NETFLIX INCNFLX799.960 $+799.960 $
BERKSHIRE HATHAWAY INCBRK-B619.265 $-111 $619.376 $+20.422 $598.954 $-57.717 $656.671 $+656.671 $
PFIZER INCPFE460.650 $+460.650 $
ALPHA PRO TECH LTDAPT429.749 $+83.818 $345.931 $+95.156 $250.775 $+30.722 $220.053 $+220.053 $
SOUTHERN COSO423.058 $+423.058 $
EXXON MOBIL CORPXOM409.758 $+25.844 $383.914 $+16.855 $367.059 $-37.898 $404.957 $+404.957 $
BOSTON SCIENTIFIC CORPBSX214.820 $+13.060 $201.760 $+201.760 $
KROGER COKR202.230 $+202.230 $
84.967.747 $+5.403.981 $79.765.996 $+8.608.987 $71.371.829 $+9.472.969 $61.898.860 $+61.898.860 $
Erweiterte Einstellungen ×