Investments: Strait & Sound Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
226.077.560 $+8.672.107 $217.813.485 $+217.813.485 $
BANK OF AMERICA CORP /DE/BAC89.842.324 $-4.135.316 $93.977.640 $+93.977.640 $
APPFOLIO INCAPPF31.502.113 $+4.642.368 $26.859.745 $+26.859.745 $
MICROSOFT CORPMSFT17.668.576 $-956.319 $18.624.895 $+18.624.895 $
NVIDIA CORPNVDA13.451.961 $-203.425 $13.655.386 $+13.655.386 $
ALPHA PRO TECH LTDAPT12.332.262 $+2.727.888 $9.604.374 $+9.604.374 $
AMAZON COM INCAMZN11.095.056 $+618.493 $10.476.563 $+10.476.563 $
SEABRIDGE GOLD INCSA3.856.997 $+675.041 $3.181.956 $+3.181.956 $
BERKSHIRE HATHAWAY INCBRK-B3.564.794 $+25.002 $3.539.792 $+3.539.792 $
JPMORGAN CHASE & COJPM2.916.642 $+107.107 $2.809.535 $+2.809.535 $
Walmart Inc.WMT2.825.202 $+174.540 $2.650.662 $+2.650.662 $
ORACLE CORPORCL2.243.999 $-557.995 $2.801.994 $+2.801.994 $
AbbVie Inc.ABBV2.350.559 $+55.391 $2.295.168 $+2.295.168 $
JOHNSON & JOHNSONJNJ2.189.017 $+231.267 $1.957.750 $+1.957.750 $
MORGAN STANLEYMS2.177.865 $+247.640 $1.930.225 $+1.930.225 $
Mastercard IncMA2.101.828 $+17.381 $2.084.447 $+2.084.447 $
PALATIN TECHNOLOGIES INCPTNT2.065.633 $+274.269 $1.791.364 $+1.791.364 $
GOLDMAN SACHS GROUP INCGS2.041.223 $+240.508 $1.800.715 $+1.800.715 $
RTX CorpRTX1.952.268 $+203.333 $1.748.935 $+1.748.935 $
ADVANCED MICRO DEVICES INCAMD1.883.751 $+447.379 $1.436.372 $+1.436.372 $
AMGEN INCAMGN1.737.584 $+308.696 $1.428.888 $+1.428.888 $
EXACT SCIENCES CORPEXAS1.562.094 $+508.379 $1.053.715 $+1.053.715 $
BlackRock, Inc.BLK1.145.407 $+13.195 $1.132.212 $+1.132.212 $
PROCTER & GAMBLE CoPG936.028 $-112.243 $1.048.271 $+1.048.271 $
ELI LILLY & CoLLY942.035 $+298.707 $643.328 $+643.328 $
CHEVRON CORPCVX913.546 $+913.546 $
Shell plcSHEL902.996 $+902.996 $
EXXON MOBIL CORPXOM894.728 $+632.922 $261.806 $+261.806 $
BOEING COBA849.971 $+14.547 $835.424 $+835.424 $
Palo Alto Networks IncPANW723.722 $-69.174 $792.896 $+792.896 $
STARBUCKS CORPSBUX711.547 $-12.639 $724.186 $+724.186 $
MCDONALDS CORPMCD615.233 $+5.022 $610.211 $+610.211 $
LOCKHEED MARTIN CORPLMT525.266 $-72.288 $597.554 $+597.554 $
UNITED PARCEL SERVICE INCUPS595.041 $+17.097 $577.944 $+577.944 $
SPS COMMERCE INCSPSC514.014 $+52.969 $461.045 $+461.045 $
MICRON TECHNOLOGY INCMU466.075 $+192.841 $273.234 $+273.234 $
NETFLIX INCNFLX359.101 $-94.091 $453.192 $+453.192 $
Eaton Corp plcETN373.612 $-65.383 $438.995 $+438.995 $
VanEck Bitcoin ETFHODL428.324 $+428.324 $
AMERICAN EXPRESS COAXP420.633 $+52.932 $367.701 $+367.701 $
NEXTERA ENERGY INCNEE416.646 $+24.860 $391.786 $+391.786 $
COCA COLA COKO355.143 $+9.152 $345.991 $+345.991 $
NICOLET BANKSHARES INCNIC263.377 $-52.012 $315.389 $+315.389 $
AMEREN CORPAEE245.056 $-48.878 $293.934 $+293.934 $
EMERSON ELECTRIC COEMR269.587 $+3.129 $266.458 $+266.458 $
Phillips 66PSX220.013 $-11.901 $231.914 $+231.914 $
INTUITIVE SURGICAL INCISRG223.712 $+20.670 $203.042 $+203.042 $
KROGER COKR201.998 $-19.309 $221.307 $+221.307 $
CMS ENERGY CORPCMS207.619 $+207.619 $
AFLAC INCAFL203.001 $-4.511 $207.512 $+207.512 $
Edwards Lifesciences CorpEW200.413 $+200.413 $
226.077.560 $+8.672.107 $217.813.485 $+217.813.485 $
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