Investments: Alpha Financial 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. ($)
41.915.466 $+2.906.150 $39.009.316 $-2.558.999 $41.568.315 $+12.277.564 $29.290.751 $+29.290.751 $
BANK OF AMERICA CORP /DE/BAC35.412.747 $+2.104.382 $33.308.365 $-3.356.727 $36.665.092 $+10.193.145 $26.471.947 $+26.471.947 $
ALPHA PRO TECH LTDAPT1.266.740 $+256.521 $1.010.219 $+286.946 $723.273 $+63.361 $659.912 $+659.912 $
APPFOLIO INCAPPF1.050.178 $+113.919 $936.259 $+195.198 $741.061 $+142.657 $598.404 $+598.404 $
UNITEDHEALTH GROUP INCUNH778.729 $-64.839 $843.568 $+45.237 $798.331 $+798.331 $
MICROSOFT CORPMSFT581.795 $-99.309 $681.104 $+6.119 $674.985 $+338.636 $336.349 $+336.349 $
ELI LILLY & CoLLY484.148 $+140.413 $343.735 $-9.785 $353.520 $+353.520 $
BERKSHIRE HATHAWAY INCBRK-B326.723 $+99.987 $226.736 $+7.654 $219.082 $-10.460 $229.542 $+229.542 $
NVIDIA CORPNVDA315.745 $+8.075 $307.670 $+21.392 $286.278 $+81.873 $204.405 $+204.405 $
PROCTER & GAMBLE CoPG240.849 $-59.939 $300.788 $-13.967 $314.755 $+42.253 $272.502 $+272.502 $
ORACLE CORPORCL207.939 $-93.508 $301.447 $+68.202 $233.245 $+233.245 $
LINDE PLCLIN267.773 $-31.952 $299.725 $+3.203 $296.522 $+4.100 $292.422 $+292.422 $
BlackRock, Inc.BLK277.852 $+277.852 $
AMAZON COM INCAMZN258.288 $+16.102 $242.186 $-19.985 $262.171 $+36.903 $225.268 $+225.268 $
JPMORGAN CHASE & COJPM243.921 $+243.921 $
AbbVie Inc.ABBV202.039 $-5.475 $207.514 $+207.514 $
41.915.466 $+2.906.150 $39.009.316 $-2.558.999 $41.568.315 $+12.277.564 $29.290.751 $+29.290.751 $
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