Investments: Dodds Wealth, 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. ($)
315.056.390 $+3.522.346 $311.783.165 $+22.847.309 $288.935.856 $+28.933.627 $260.002.229 $+260.002.229 $
BANK OF AMERICA CORP /DE/BAC252.686.901 $+2.119.169 $250.567.732 $+17.142.957 $233.424.775 $+27.425.012 $205.999.763 $+205.999.763 $
BlackRock, Inc.BLK46.099.757 $+571.422 $45.528.335 $+3.416.584 $42.111.751 $+1.518.394 $40.593.357 $+40.593.357 $
APPFOLIO INCAPPF3.647.962 $+231.502 $3.416.460 $+663.822 $2.752.638 $-298.744 $3.051.382 $+3.051.382 $
ALPHA PRO TECH LTDAPT2.807.243 $+627.953 $2.179.290 $+612.219 $1.567.071 $+162.490 $1.404.581 $+1.404.581 $
NVIDIA CORPNVDA2.047.921 $-22.323 $2.070.244 $+282.474 $1.787.770 $+276.805 $1.510.965 $+1.510.965 $
BERKSHIRE HATHAWAY INCBRK-B1.738.918 $-2.825 $1.741.743 $+58.793 $1.682.950 $-319.285 $2.002.235 $+2.002.235 $
WELLTOWER INC.WELL1.116.815 $-27.200 $1.144.015 $+156.761 $987.254 $+3.339 $983.915 $+983.915 $
MICROSOFT CORPMSFT892.037 $-62.821 $954.858 $+42.927 $911.931 $+233.160 $678.771 $+678.771 $
AMAZON COM INCAMZN789.404 $+31.887 $757.517 $+7.203 $750.314 $+37.790 $712.524 $+712.524 $
JOHNSON & JOHNSONJNJ628.779 $+65.599 $563.180 $+99.401 $463.779 $-129.252 $593.031 $+593.031 $
JPMORGAN CHASE & COJPM453.364 $-21.989 $475.353 $+38.459 $436.894 $+30.187 $406.707 $+406.707 $
PEPSICO INCPEP311.779 $-48.783 $360.562 $+7.305 $353.257 $-92.871 $446.128 $+446.128 $
Walmart Inc.WMT334.230 $+25.050 $309.180 $+15.840 $293.340 $+29.970 $263.370 $+263.370 $
Walt Disney CoDIS303.559 $-1.948 $305.507 $-25.340 $330.847 $+67.524 $263.323 $+263.323 $
PAYCHEX INCPAYX216.158 $-32.530 $248.688 $-36.688 $285.376 $-17.303 $302.679 $+302.679 $
ELI LILLY & CoLLY291.427 $+84.520 $206.907 $-4.483 $211.390 $-12.577 $223.967 $+223.967 $
COCA COLA COKO261.471 $+13.447 $248.024 $-16.558 $264.582 $-3.243 $267.825 $+267.825 $
PROCTER & GAMBLE CoPG205.055 $-14.795 $219.850 $-32.011 $251.861 $+8.016 $243.845 $+243.845 $
PALATIN TECHNOLOGIES INCPTNT223.610 $-12.989 $236.599 $+236.599 $
ORACLE CORPORCL209.805 $+209.805 $
LIVEPERSON INCLPSN39.316 $-28.760 $68.076 $+14.215 $53.861 $+53.861 $
315.056.390 $+3.522.346 $311.783.165 $+22.847.309 $288.935.856 $+28.933.627 $260.002.229 $+260.002.229 $
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