Investments: Meritas Wealth Management, 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. ($)
43.797.597 $-1.853.281 $45.650.878 $+3.941.535 $41.282.528 $+923.369 $40.785.974 $+40.785.974 $
BANK OF AMERICA CORP /DE/BAC17.853.348 $-1.579.221 $19.432.569 $+1.511.378 $17.921.191 $+126.809 $17.794.382 $+17.794.382 $
APPFOLIO INCAPPF11.024.593 $+683.861 $10.340.732 $+1.102.737 $9.237.995 $-797.442 $10.035.437 $+10.035.437 $
MICROSOFT CORPMSFT2.989.255 $-212.194 $3.201.449 $+837.259 $2.364.190 $+579.961 $1.784.229 $+1.784.229 $
ORACLE CORPORCL1.501.587 $-665.086 $2.166.673 $+482.347 $1.684.326 $+607.230 $1.077.096 $+1.077.096 $
FAIR ISAAC CORPFICO1.141.169 $-41.090 $1.182.259 $-532.367 $1.714.626 $-439.353 $2.153.979 $+2.153.979 $
MORGAN STANLEYMS2.122.387 $-9.189 $2.131.576 $+56.711 $2.074.865 $+78.083 $1.996.782 $+1.996.782 $
BERKSHIRE HATHAWAY INCBRK-B1.692.745 $-29.230 $1.721.975 $+93.529 $1.628.446 $-156.334 $1.784.780 $+1.784.780 $
ALPHA PRO TECH LTDAPT949.869 $+212.377 $737.492 $+209.098 $528.394 $+63.923 $464.471 $+464.471 $
AMAZON COM INCAMZN906.892 $+44.201 $862.691 $+7.509 $855.182 $+117.734 $737.448 $+737.448 $
PALATIN TECHNOLOGIES INCPTNT432.821 $-455.564 $888.385 $+224.507 $663.878 $+252.850 $411.028 $+411.028 $
Walmart Inc.WMT691.299 $+21.203 $670.096 $+9.885 $660.211 $+67.453 $592.758 $+592.758 $
Walt Disney CoDIS541.545 $-13.780 $555.325 $-58.525 $613.850 $+119.363 $494.487 $+494.487 $
NETFLIX INCNFLX375.978 $-104.789 $480.767 $-56.224 $536.991 $+163.046 $373.945 $+373.945 $
CSX CORPCSX304.029 $+6.207 $297.822 $-27.075 $324.897 $-113.463 $438.360 $+438.360 $
CATERPILLAR INCCAT362.054 $+60.495 $301.559 $+42.623 $258.936 $+38.959 $219.977 $+219.977 $
JOHNSON & JOHNSONJNJ261.585 $+27.214 $234.371 $+30.554 $203.817 $+203.817 $
NVIDIA CORPNVDA235.551 $-100 $235.651 $+21.101 $214.550 $+214.550 $
CHEVRON CORPCVX205.601 $-3.885 $209.486 $-13.512 $222.998 $+222.998 $
SPS COMMERCE INCSPSC205.289 $+205.289 $
43.797.597 $-1.853.281 $45.650.878 $+3.941.535 $41.282.528 $+923.369 $40.785.974 $+40.785.974 $
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