Investments: Values Added Financial 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. ($)
166.934.888 $+10.667.010 $156.267.878 $+156.267.878 $
BANK OF AMERICA CORP /DE/BAC123.941.661 $+6.867.186 $117.074.475 $+117.074.475 $
APPFOLIO INCAPPF8.404.252 $+602.670 $7.801.582 $+7.801.582 $
ALPHA PRO TECH LTDAPT6.949.479 $+1.384.700 $5.564.779 $+5.564.779 $
BlackRock, Inc.BLK4.223.072 $+1.173.527 $3.049.545 $+3.049.545 $
MICROSOFT CORPMSFT4.175.811 $+33.528 $4.142.283 $+4.142.283 $
MORGAN STANLEYMS3.730.876 $+263.325 $3.467.551 $+3.467.551 $
AMAZON COM INCAMZN2.792.230 $-225.321 $3.017.551 $+3.017.551 $
NVIDIA CORPNVDA1.981.948 $+172.296 $1.809.652 $+1.809.652 $
ELI LILLY & CoLLY1.044.589 $+345.681 $698.908 $+698.908 $
Mastercard IncMA969.925 $+4.654 $965.271 $+965.271 $
ASML HOLDING NVASML832.351 $+94.666 $737.685 $+737.685 $
ORACLE CORPORCL572.646 $-248.294 $820.940 $+820.940 $
Edwards Lifesciences CorpEW800.839 $+73.534 $727.305 $+727.305 $
JPMORGAN CHASE & COJPM744.006 $+15.363 $728.643 $+728.643 $
BERKSHIRE HATHAWAY INCBRK-B688.631 $-2.637 $691.268 $+691.268 $
STRYKER CORPSYK584.495 $-38.399 $622.894 $+622.894 $
ARES CAPITAL CORPARCC360.701 $-98.789 $459.490 $+459.490 $
UNITEDHEALTH GROUP INCUNH353.878 $-29.060 $382.938 $+382.938 $
PEPSICO INCPEP382.481 $+25.202 $357.279 $+357.279 $
EXXON MOBIL CORPXOM376.424 $+22.840 $353.584 $+353.584 $
NETFLIX INCNFLX315.034 $-57.830 $372.864 $+372.864 $
JOHNSON & JOHNSONJNJ341.881 $+37.236 $304.645 $+304.645 $
Walmart Inc.WMT334.787 $+19.217 $315.570 $+315.570 $
WELLTOWER INC.WELL329.643 $+13.266 $316.377 $+316.377 $
MCDONALDS CORPMCD297.684 $+3.822 $293.862 $+293.862 $
AMERICAN EXPRESS COAXP276.723 $+35.575 $241.148 $+241.148 $
ZEBRA TECHNOLOGIES CORPZBRA208.340 $-59.698 $268.038 $+268.038 $
Accenture plcACN252.202 $+31.988 $220.214 $+220.214 $
Booking Holdings Inc.BKNG252.001 $+14.178 $237.823 $+237.823 $
PROCTER & GAMBLE CoPG208.659 $-15.055 $223.714 $+223.714 $
NUCOR CORPNUE207.639 $+207.639 $
166.934.888 $+10.667.010 $156.267.878 $+156.267.878 $
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