Investments: INSTRUMENTAL 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. ($)
164.683.347 $+25.103.145 $140.418.679 $+16.466.430 $123.952.249 $+15.692.766 $108.770.257 $+108.770.257 $
BANK OF AMERICA CORP /DE/BAC146.242.597 $+24.376.759 $121.865.838 $+11.680.593 $110.185.245 $+13.886.153 $96.299.092 $+96.299.092 $
NVIDIA CORPNVDA2.529.594 $-180.239 $2.709.833 $+718.627 $1.991.206 $+683.557 $1.307.649 $+1.307.649 $
APPFOLIO INCAPPF2.666.735 $+157.321 $2.509.414 $+795.248 $1.714.166 $-46.024 $1.760.190 $+1.760.190 $
BlackRock, Inc.BLK2.554.976 $-65.172 $2.620.148 $+555.158 $2.064.990 $+139.389 $1.925.601 $+1.925.601 $
ALPHA PRO TECH LTDAPT2.211.462 $+314.592 $1.896.870 $+775.116 $1.121.754 $+131.560 $990.194 $+990.194 $
MICROSOFT CORPMSFT1.339.742 $-508.715 $1.848.457 $+299.775 $1.548.682 $+365.229 $1.183.453 $+1.183.453 $
AMAZON COM INCAMZN1.514.786 $-3.655 $1.518.441 $+119.544 $1.398.897 $+136.777 $1.262.120 $+1.262.120 $
EXXON MOBIL CORPXOM740.867 $+181.943 $558.924 $+14.593 $544.331 $+40.481 $503.850 $+503.850 $
STRYKER CORPSYK643.002 $+30.517 $612.485 $-33.444 $645.929 $+45.567 $600.362 $+600.362 $
MORGAN STANLEYMS510.774 $+510.774 $
JPMORGAN CHASE & COJPM495.358 $+27.691 $467.667 $+64.844 $402.823 $+75.622 $327.201 $+327.201 $
BERKSHIRE HATHAWAY INCBRK-B477.034 $+69.813 $407.221 $+36.759 $370.462 $-48.465 $418.927 $+418.927 $
CHEVRON CORPCVX443.149 $+50.146 $393.003 $+61.422 $331.581 $+3.651 $327.930 $+327.930 $
COCA COLA COKO427.392 $+74.406 $352.986 $-2.265 $355.251 $+7.236 $348.015 $+348.015 $
ELI LILLY & CoLLY407.748 $+123.471 $284.277 $+17.029 $267.248 $-16.686 $283.934 $+283.934 $
UNITEDHEALTH GROUP INCUNH298.195 $-107.522 $405.717 $+405.717 $
Walmart Inc.WMT349.635 $+86.867 $262.768 $+33.016 $229.752 $+9.365 $220.387 $+220.387 $
NETFLIX INCNFLX241.726 $-71.906 $313.632 $-3.956 $317.588 $+44.409 $273.179 $+273.179 $
Fidelity Ethereum FundFETH298.177 $+298.177 $
ORACLE CORPORCL286.747 $+59.166 $227.581 $+227.581 $
PALATIN TECHNOLOGIES INCPTNT238.711 $-38.328 $277.039 $+277.039 $
ADVANCED MICRO DEVICES INCAMD242.176 $-33.306 $275.482 $+275.482 $
Mastercard IncMA253.553 $+18.790 $234.763 $+7.364 $227.399 $+227.399 $
CATERPILLAR INCCAT207.837 $+207.837 $
JOHNSON & JOHNSONJNJ205.490 $+205.490 $
MCDONALDS CORPMCD205.135 $+205.135 $
164.683.347 $+25.103.145 $140.418.679 $+16.466.430 $123.952.249 $+15.692.766 $108.770.257 $+108.770.257 $
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