Investments: CONTINUUM WEALTH ADVISORS, 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. ($)
182.565.769 $+19.019.778 $163.996.647 $+14.641.104 $149.402.258 $+9.948.069 $139.720.830 $+139.720.830 $
BANK OF AMERICA CORP /DE/BAC124.962.319 $+13.393.963 $111.568.356 $+9.712.773 $101.855.583 $+6.097.593 $95.757.990 $+95.757.990 $
MORGAN STANLEYMS45.328.502 $+4.434.081 $40.894.421 $+1.234.657 $39.659.764 $+1.415.439 $38.244.325 $+38.244.325 $
MICROSOFT CORPMSFT2.690.179 $-22.991 $2.713.170 $+480.286 $2.232.884 $+590.920 $1.641.964 $+1.641.964 $
BlackRock, Inc.BLK1.502.221 $-34.459 $1.536.680 $+314.691 $1.221.989 $+960.829 $261.160 $+261.160 $
GENERAL ELECTRIC COGE1.220.107 $-156.445 $1.376.552 $+655.860 $720.692 $+152.066 $568.626 $+568.626 $
APPFOLIO INCAPPF1.058.079 $+253.448 $804.631 $+417.680 $386.951 $-31.986 $418.937 $+418.937 $
UNITEDHEALTH GROUP INCUNH317.896 $-359.237 $677.133 $+449.083 $228.050 $-154.811 $382.861 $+382.861 $
NVIDIA CORPNVDA639.322 $-28.261 $667.583 $+168.177 $499.406 $+156.492 $342.914 $+342.914 $
AMAZON COM INCAMZN568.740 $+27.720 $541.020 $+145.240 $395.780 $+52.551 $343.229 $+343.229 $
JPMORGAN CHASE & COJPM540.685 $+83.942 $456.743 $+85.078 $371.665 $+57.190 $314.475 $+314.475 $
ELI LILLY & CoLLY488.979 $+141.814 $347.165 $+347.165 $
ISHARES GOLD TRUSTIAU470.867 $+47.491 $423.376 $+60.566 $362.810 $+19.781 $343.029 $+343.029 $
LAM RESEARCH CORPLRCX451.915 $+98.419 $353.496 $-104.002 $457.498 $+115.808 $341.690 $+341.690 $
EXXON MOBIL CORPXOM441.166 $+166.281 $274.885 $+8.244 $266.641 $+266.641 $
ALPHA PRO TECH LTDAPT403.547 $+90.342 $313.205 $+313.205 $
PALATIN TECHNOLOGIES INCPTNT357.989 $+71.954 $286.035 $+50.338 $235.697 $+235.697 $
MICRON TECHNOLOGY INCMU354.194 $+354.194 $
NETFLIX INCNFLX313.356 $+94.211 $219.145 $+219.145 $
MCDONALDS CORPMCD279.346 $+1.591 $277.755 $+39.929 $237.826 $-16.443 $254.269 $+254.269 $
IMPERIAL OIL LTDIMO254.615 $+254.615 $
ORACLE CORPORCL230.617 $+29.915 $200.702 $+200.702 $
RTX CorpRTX220.039 $+220.039 $
JOHNSON & JOHNSONJNJ206.536 $+206.536 $
PLUG POWER INCPLUG28.565 $-5.220 $33.785 $+12.180 $21.605 $+2.030 $19.575 $+19.575 $
182.565.769 $+19.019.778 $163.996.647 $+14.641.104 $149.402.258 $+9.948.069 $139.720.830 $+139.720.830 $
Erweiterte Einstellungen ×