Investments: North Ridge Wealth Advisors, Inc.

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. ($)
66.403.711 $-1.841.315 $68.307.234 $+68.307.234 $
BANK OF AMERICA CORP /DE/BAC48.113.560 $-793.645 $48.907.205 $+48.907.205 $
BlackRock, Inc.BLK7.938.008 $-35.880 $7.973.888 $+7.973.888 $
MICROSOFT CORPMSFT5.693.608 $-931.955 $6.625.563 $+6.625.563 $
BOEING COBA628.902 $-14.393 $643.295 $+643.295 $
JPMORGAN CHASE & COJPM550.997 $+3.410 $547.587 $+547.587 $
UNITEDHEALTH GROUP INCUNH502.758 $-23.134 $525.892 $+525.892 $
Mastercard IncMA456.704 $+1.656 $455.048 $+455.048 $
APPFOLIO INCAPPF385.361 $+24.424 $360.937 $+360.937 $
STARBUCKS CORPSBUX181.052 $-64.288 $245.340 $+245.340 $
BERKSHIRE HATHAWAY INCBRK-B231.120 $-41 $231.161 $+231.161 $
CATERPILLAR INCCAT229.148 $+38.288 $190.860 $+190.860 $
Shell plcSHEL216.913 $+5.756 $211.157 $+211.157 $
GENERAL ELECTRIC COGE115.512 $+2.704 $112.808 $+112.808 $
LOCKHEED MARTIN CORPLMT109.794 $-3.527 $113.321 $+113.321 $
XCEL ENERGY INCXEL100.158 $-9.207 $109.365 $+109.365 $
JOHNSON & JOHNSONJNJ50.703 $-41.080 $91.783 $+91.783 $
WEYERHAEUSER COWY86.185 $-4.002 $90.187 $+90.187 $
PFIZER INCPFE77.763 $-1.812 $79.575 $+79.575 $
AMERICAN EXPRESS COAXP73.990 $+7.558 $66.432 $+66.432 $
SPS COMMERCE INCSPSC62.208 $+62.208 $
ORACLE CORPORCL39.957 $-17.698 $57.655 $+57.655 $
AbbVie Inc.ABBV56.438 $-753 $57.191 $+57.191 $
AT&T INC.T49.680 $-6.800 $56.480 $+56.480 $
FORD MOTOR COF55.760 $+4.930 $50.830 $+50.830 $
STATE STREET CORPSTT51.604 $+5.200 $46.404 $+46.404 $
CONSOLIDATED EDISON INCED49.660 $-600 $50.260 $+50.260 $
3M COMMM46.029 $+1.414 $44.615 $+44.615 $
INTEL CORPINTC44.280 $+4.020 $40.260 $+40.260 $
ASML HOLDING NVASML38.515 $+3.663 $34.852 $+34.852 $
AVISTA CORPAVA30.832 $+584 $30.248 $+30.248 $
CVS HEALTH CorpCVS26.507 $+1.326 $25.181 $+25.181 $
VERIZON COMMUNICATIONS INCVZ20.365 $-1.610 $21.975 $+21.975 $
Hewlett Packard Enterprise CoHPE18.712 $-421 $19.133 $+19.133 $
EXXON MOBIL CORPXOM18.051 $+1.138 $16.913 $+16.913 $
HP INCHPQ14.475 $-3.133 $17.608 $+17.608 $
NUCOR CORPNUE16.475 $+2.796 $13.679 $+13.679 $
SYSCO CORPSYY14.738 $-1.730 $16.468 $+16.468 $
PRICE T ROWE GROUP INCTROW16.381 $-42 $16.423 $+16.423 $
Walt Disney CoDIS13.198 $-84 $13.282 $+13.282 $
COMCAST CORPCMCSA6.635 $-339 $6.974 $+6.974 $
Walmart Inc.WMT5.014 $+376 $4.638 $+4.638 $
DOVER CorpDOV3.905 $+568 $3.337 $+3.337 $
CSX CORPCSX3.263 $+67 $3.196 $+3.196 $
Solventum CorpSOLV2.457 $+194 $2.263 $+2.263 $
Vertiv Holdings CoVRT2.269 $+2.269 $
PEPSICO INCPEP2.153 $+46 $2.107 $+2.107 $
ADVANCED MICRO DEVICES INCAMD2.142 $+2.142 $
COCA COLA COKO2.098 $+108 $1.990 $+1.990 $
RTX CorpRTX1.834 $+160 $1.674 $+1.674 $
Veralto CorpVLTO1.697 $-116 $1.813 $+1.813 $
NEXTERA ENERGY INCNEE1.606 $+96 $1.510 $+1.510 $
PROCTER & GAMBLE CoPG1.434 $-103 $1.537 $+1.537 $
ArcelorMittalMT1.276 $+263 $1.013 $+1.013 $
METLIFE INCMET790 $-34 $824 $+824 $
Kraft Heinz CoKHC558 $-41 $599 $+599 $
Otis Worldwide CorpOTIS437 $-21 $458 $+458 $
DXC Technology CoDXC250 $+18 $232 $+232 $
66.403.711 $-1.841.315 $68.307.234 $+68.307.234 $
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