Investments: Gutierrez Wealth Advisory, 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. ($)
93.701.318 $+450.260 $93.251.058 $+3.004.143 $90.656.165 $+22.196.170 $69.426.000 $+69.426.000 $
BANK OF AMERICA CORP /DE/BAC77.987.076 $-538.234 $78.525.310 $+4.169.084 $74.356.226 $+16.587.713 $57.768.513 $+57.768.513 $
BlackRock, Inc.BLK7.405.261 $+238.633 $7.166.628 $+233.473 $6.933.155 $+3.697.518 $3.235.637 $+3.235.637 $
Walmart Inc.WMT1.968.609 $+40.156 $1.928.453 $-1.799.882 $3.728.335 $+390.448 $3.337.887 $+3.337.887 $
APPFOLIO INCAPPF1.141.185 $+25.702 $1.115.483 $+199.145 $916.338 $+521.826 $394.512 $+394.512 $
HOME BANCSHARES INCHOMB962.103 $-10.816 $972.919 $+1.084 $971.835 $+391.869 $579.966 $+579.966 $
BERKSHIRE HATHAWAY INCBRK-B862.045 $+140.613 $721.432 $+192.915 $528.517 $-50.930 $579.447 $+579.447 $
MICROSOFT CORPMSFT425.311 $-113.152 $538.463 $-153.519 $691.982 $+22.696 $669.286 $+669.286 $
ALPHA PRO TECH LTDAPT607.387 $+336.122 $271.265 $+34.472 $236.793 $+8.903 $227.890 $+227.890 $
GOLDMAN SACHS GROUP INCGS585.686 $+263.135 $322.551 $+30.310 $292.241 $+292.241 $
DEERE & CODE533.008 $+15.362 $517.646 $-65.788 $583.434 $+56.565 $526.869 $+526.869 $
AMGEN INCAMGN467.936 $+70.126 $397.810 $+630 $397.180 $-64.302 $461.482 $+461.482 $
RAYMOND JAMES FINANCIAL INCRJF415.988 $+24.552 $391.436 $+23.110 $368.326 $+368.326 $
NVIDIA CORPNVDA339.723 $-41.939 $381.662 $+139.109 $242.553 $+4.843 $237.710 $+237.710 $
ELI LILLY & CoLLY286.744 $+286.744 $
FEDEX CORPFDX202.804 $-32.892 $235.696 $+235.696 $
EXXON MOBIL CORPXOM231.629 $+231.629 $
UNITEDHEALTH GROUP INCUNH224.829 $+224.829 $
SAP SESAP222.803 $+222.803 $
AMAZON COM INCAMZN206.446 $+1.346 $205.100 $+205.100 $
93.701.318 $+450.260 $93.251.058 $+3.004.143 $90.656.165 $+22.196.170 $69.426.000 $+69.426.000 $
Erweiterte Einstellungen ×