Investments: Sound Stewardship, 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. ($)
170.109.368 $-90.576 $171.003.123 $+12.710.842 $158.292.281 $+16.272.972 $142.019.309 $+142.019.309 $
BANK OF AMERICA CORP /DE/BAC143.892.726 $-1.074.560 $144.967.286 $+10.918.896 $134.048.390 $+13.764.498 $120.283.892 $+120.283.892 $
BlackRock, Inc.BLK19.317.002 $+807.071 $18.509.931 $+1.135.066 $17.374.865 $+1.724.863 $15.650.002 $+15.650.002 $
MORGAN STANLEYMS1.947.477 $+326.702 $1.620.775 $+7.927 $1.612.848 $+79.740 $1.533.108 $+1.533.108 $
MICROSOFT CORPMSFT956.911 $-265.565 $1.222.476 $+32.066 $1.190.410 $+292.022 $898.388 $+898.388 $
APPFOLIO INCAPPF839.306 $-46.030 $885.336 $+172.048 $713.288 $-58.871 $772.159 $+772.159 $
EPR PROPERTIESEPR545.008 $-88.578 $633.586 $-2.730 $636.316 $+340.332 $295.984 $+295.984 $
NVIDIA CORPNVDA494.430 $-42.194 $536.624 $+72.116 $464.508 $+120.173 $344.335 $+344.335 $
ISHARES GOLD TRUSTIAU499.196 $+51.660 $447.536 $+64.022 $383.514 $-15.292 $398.806 $+398.806 $
NEXTERA ENERGY INCNEE459.685 $+26.069 $433.616 $+20.262 $413.354 $-10.029 $423.383 $+423.383 $
ALLIANT ENERGY CORPLNT421.980 $-15.579 $437.559 $+45.048 $392.511 $-25.185 $417.696 $+417.696 $
Walmart Inc.WMT315.373 $+16.157 $299.216 $+21.528 $277.688 $+277.688 $
BERKSHIRE HATHAWAY INCBRK-B288.019 $-10.609 $298.628 $+9.594 $289.034 $+72.273 $216.761 $+216.761 $
GARMIN LTDGRMN222.926 $+12.904 $210.022 $-68.134 $278.156 $+278.156 $
AMAZON COM INCAMZN264.880 $+875 $264.005 $+35.054 $228.951 $+228.951 $
ALPHA PRO TECH LTDAPT236.590 $+236.590 $
JPMORGAN CHASE & COJPM211.038 $+4.447 $206.591 $+206.591 $
170.109.368 $-90.576 $171.003.123 $+12.710.842 $158.292.281 $+16.272.972 $142.019.309 $+142.019.309 $
Erweiterte Einstellungen ×