Investments: Wheelhouse Advisory Group 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. ($)
147.622.395 $+13.754.503 $134.930.198 $+14.731.370 $120.198.828 $+16.172.764 $104.026.064 $+104.026.064 $
BANK OF AMERICA CORP /DE/BAC132.418.428 $+9.680.019 $122.738.409 $+13.216.657 $109.521.752 $+14.254.369 $95.267.383 $+95.267.383 $
NVIDIA CORPNVDA2.344.220 $+319.010 $2.025.210 $+389.521 $1.635.689 $+967.447 $668.242 $+668.242 $
APPFOLIO INCAPPF2.320.311 $+490.220 $1.830.091 $+498.784 $1.331.307 $+80.954 $1.250.353 $+1.250.353 $
MICROSOFT CORPMSFT1.993.688 $+828.543 $1.165.145 $+36.771 $1.128.374 $+409.722 $718.652 $+718.652 $
EMERSON ELECTRIC COEMR235.875 $-367.459 $603.334 $-694.658 $1.297.992 $+221.075 $1.076.917 $+1.076.917 $
ELI LILLY & CoLLY1.225.763 $+1.225.763 $
AMAZON COM INCAMZN1.098.239 $+260.141 $838.098 $-102.207 $940.305 $+287.523 $652.782 $+652.782 $
ORACLE CORPORCL1.062.306 $+1.062.306 $
ALPHA PRO TECH LTDAPT843.878 $+481.114 $362.764 $+70.265 $292.499 $+71.577 $220.922 $+220.922 $
Mastercard IncMA842.082 $+83.924 $758.158 $+7.166 $750.992 $+48.868 $702.124 $+702.124 $
PROCTER & GAMBLE CoPG639.380 $-31.748 $671.128 $-105.516 $776.644 $-50.365 $827.009 $+827.009 $
AT&T INC.T462.276 $-69.662 $531.938 $-139.923 $671.861 $+5.238 $666.623 $+666.623 $
AMEREN CORPAEE629.472 $-2.378 $631.850 $+67.357 $564.493 $-104.701 $669.194 $+669.194 $
Walmart Inc.WMT620.203 $+105.369 $514.834 $+10.629 $504.205 $+70.479 $433.726 $+433.726 $
EXXON MOBIL CORPXOM465.074 $+45.043 $420.031 $-44.941 $464.972 $-51.658 $516.630 $+516.630 $
BOEING COBA462.486 $+462.486 $
BlackRock, Inc.BLK236.288 $-88.060 $324.348 $+6.605 $317.743 $-37.764 $355.507 $+355.507 $
BARCLAYS PLCBCS299.873 $+299.873 $
MCDONALDS CORPMCD254.591 $+10.715 $243.876 $+243.876 $
NEXTERA ENERGY INCNEE230.268 $+21.590 $208.678 $+208.678 $
147.622.395 $+13.754.503 $134.930.198 $+14.731.370 $120.198.828 $+16.172.764 $104.026.064 $+104.026.064 $
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