Investments: Avid Wealth Partners LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
161.518.818 $+2.618.198 $159.338.975 $+20.786.260 $138.552.715 $+16.381.447 $122.171.268 $+122.171.268 $
BANK OF AMERICA CORP /DE/BAC124.989.119 $-514.546 $125.503.665 $+14.363.081 $111.140.584 $+11.377.172 $99.763.412 $+99.763.412 $
BlackRock, Inc.BLK21.808.972 $+75.123 $21.733.849 $+4.654.868 $17.078.981 $+611.003 $16.467.978 $+16.467.978 $
NVIDIA CORPNVDA2.231.846 $+676.432 $1.555.414 $+354.605 $1.200.809 $+524.084 $676.725 $+676.725 $
iShares Bitcoin Trust ETFIBIT1.920.065 $-123.340 $2.043.405 $+179.254 $1.864.151 $+545.466 $1.318.685 $+1.318.685 $
ALPHA PRO TECH LTDAPT1.792.385 $+518.866 $1.273.519 $+377.076 $896.443 $+668.194 $228.249 $+228.249 $
MICROSOFT CORPMSFT1.573.216 $-126.696 $1.699.912 $+62.438 $1.637.474 $+887.069 $750.405 $+750.405 $
APPFOLIO INCAPPF1.691.785 $+154.838 $1.536.947 $+412.821 $1.124.126 $+188.737 $935.389 $+935.389 $
AMAZON COM INCAMZN1.049.308 $+82.980 $966.328 $-5.789 $972.117 $+502.365 $469.752 $+469.752 $
Sunoco LPSUN335.299 $+15.354 $319.945 $-22.903 $342.848 $-576.474 $919.322 $+919.322 $
JPMORGAN CHASE & COJPM676.984 $+148.954 $528.030 $+71.422 $456.608 $+100.187 $356.421 $+356.421 $
BERKSHIRE HATHAWAY INCBRK-B526.777 $+102.967 $423.810 $+47.338 $376.472 $+91.542 $284.930 $+284.930 $
INTUITIVE SURGICAL INCISRG462.150 $+128.516 $333.634 $-98.920 $432.554 $+432.554 $
ELI LILLY & CoLLY376.138 $+122.059 $254.079 $-58.513 $312.592 $+312.592 $
Walmart Inc.WMT333.769 $+60.969 $272.800 $+26.590 $246.210 $+246.210 $
NETFLIX INCNFLX221.800 $-21.922 $243.722 $+243.722 $
PEPSICO INCPEP234.924 $+234.924 $
Mastercard IncMA231.206 $-300 $231.506 $+4.482 $227.024 $+227.024 $
GENERAL ELECTRIC COGE228.930 $+5.153 $223.777 $+223.777 $
AMERICAN EXPRESS COAXP217.531 $+217.531 $
ORACLE CORPORCL216.555 $+216.555 $
EXXON MOBIL CORPXOM213.483 $+213.483 $
MICRON TECHNOLOGY INCMU212.936 $+212.936 $
CHEVRON CORPCVX207.735 $+207.735 $
JOHNSON & JOHNSONJNJ204.260 $+204.260 $
161.518.818 $+2.618.198 $159.338.975 $+20.786.260 $138.552.715 $+16.381.447 $122.171.268 $+122.171.268 $
Erweiterte Einstellungen ×