Investments: INVENIO WEALTH PARTNERS 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. ($)
212.841.582 $-6.494.914 $219.828.987 $+219.828.987 $
BANK OF AMERICA CORP /DE/BAC162.652.120 $-5.958.686 $168.610.806 $+168.610.806 $
RAYMOND JAMES FINANCIAL INCRJF8.374.015 $+268.660 $8.105.355 $+8.105.355 $
NVIDIA CORPNVDA6.658.796 $-706.636 $7.365.432 $+7.365.432 $
MORGAN STANLEYMS6.119.744 $-17.166 $6.136.910 $+6.136.910 $
MICROSOFT CORPMSFT4.786.387 $-484.790 $5.271.177 $+5.271.177 $
APPFOLIO INCAPPF3.730.191 $-218.102 $3.948.293 $+3.948.293 $
ALPHA PRO TECH LTDAPT3.679.625 $+668.241 $3.011.384 $+3.011.384 $
AMAZON COM INCAMZN1.790.009 $+76.265 $1.713.744 $+1.713.744 $
ELI LILLY & CoLLY1.302.512 $+298.404 $1.004.108 $+1.004.108 $
EXXON MOBIL CORPXOM1.213.870 $+98.547 $1.115.323 $+1.115.323 $
BlackRock, Inc.BLK1.169.487 $-24.117 $1.193.604 $+1.193.604 $
JPMORGAN CHASE & COJPM1.169.659 $+7.299 $1.162.360 $+1.162.360 $
ORACLE CORPORCL701.871 $-273.188 $975.059 $+975.059 $
Mastercard IncMA844.902 $-24.240 $869.142 $+869.142 $
CITIGROUP INCC853.946 $+75.892 $778.054 $+778.054 $
Walmart Inc.WMT826.885 $+34.663 $792.222 $+792.222 $
PROCTER & GAMBLE CoPG516.203 $-277.092 $793.295 $+793.295 $
CHEVRON CORPCVX587.845 $-117.948 $705.793 $+705.793 $
GENERAL ELECTRIC COGE686.291 $+1.324 $684.967 $+684.967 $
MICRON TECHNOLOGY INCMU645.597 $+215.250 $430.347 $+430.347 $
KLA CORPKLAC556.507 $+67.901 $488.606 $+488.606 $
UNITEDHEALTH GROUP INCUNH401.084 $-151.051 $552.135 $+552.135 $
BERKSHIRE HATHAWAY INCBRK-B478.020 $-86 $478.106 $+478.106 $
PEPSICO INCPEP407.597 $-59.928 $467.525 $+467.525 $
AbbVie Inc.ABBV420.422 $-13.252 $433.674 $+433.674 $
MCDONALDS CORPMCD416.879 $-11.302 $428.181 $+428.181 $
Eaton Corp plcETN302.903 $-53.009 $355.912 $+355.912 $
ADVANCED MICRO DEVICES INCAMD344.798 $+68.137 $276.661 $+276.661 $
COLGATE PALMOLIVE COCL286.585 $+286.585 $
AMERICAN EXPRESS COAXP266.364 $+8.608 $257.756 $+257.756 $
LOCKHEED MARTIN CORPLMT230.711 $-21.889 $252.600 $+252.600 $
SCHWAB CHARLES CORPSCHW246.078 $-616 $246.694 $+246.694 $
GOLDMAN SACHS GROUP INCGS241.725 $+12.376 $229.349 $+229.349 $
JOHNSON & JOHNSONJNJ218.539 $+16.617 $201.922 $+201.922 $
STRYKER CORPSYK205.906 $+205.906 $
212.841.582 $-6.494.914 $219.828.987 $+219.828.987 $
Erweiterte Einstellungen ×