Investments: Keener Financial Planning 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. ($)
184.167 $+13.810 $171.970 $+11.303 $160.782 $+37.812 $122.970 $+122.970 $
BANK OF AMERICA CORP /DE/BAC170.572 $+8.985 $161.587 $+9.752 $151.835 $+34.784 $117.051 $+117.051 $
APPFOLIO INCAPPF3.065 $+1.006 $2.059 $+1.015 $1.044 $+74 $970 $+970 $
EXXON MOBIL CORPXOM2.614 $+2.608 $6 $+1 $5 $-1 $6 $+6 $
MICROSOFT CORPMSFT1.827 $+271 $1.556 $+97 $1.459 $+358 $1.101 $+1.101 $
NVIDIA CORPNVDA1.705 $+364 $1.341 $+206 $1.135 $+790 $345 $+345 $
JPMORGAN CHASE & COJPM819 $+320 $499 $+41 $458 $+144 $314 $+314 $
BlackRock, Inc.BLK536 $-245 $781 $-16 $797 $+255 $542 $+542 $
ALPHA PRO TECH LTDAPT730 $+212 $518 $+54 $464 $+56 $408 $+408 $
ELI LILLY & CoLLY689 $+183 $506 $-11 $517 $-31 $548 $+548 $
BERKSHIRE HATHAWAY INCBRK-B425 $-5 $430 $-82 $512 $-50 $562 $+562 $
Walmart Inc.WMT504 $+40 $464 $+24 $440 $+414 $26 $+26 $
ADVANCED MICRO DEVICES INCAMD430 $+107 $323 $+40 $283 $+283 $
AMGEN INCAMGN251 $-36 $287 $+3 $284 $+271 $13 $+13 $
Walt Disney CoDIS172 $-14 $186 $+186 $0 $+0 $
CITIGROUP INCC146 $+146 $
AMAZON COM INCAMZN142 $+0 $142 $+19 $123 $+123 $
UNITEDHEALTH GROUP INCUNH128 $+12 $116 $+78 $38 $+38 $
Booking Holdings Inc.BKNG115 $+23 $92 $+92 $
PROCTER & GAMBLE CoPG97 $-4 $101 $-7 $108 $+108 $
AbbVie Inc.ABBV92 $+18 $74 $-9 $83 $+83 $
AT&T INC.T74 $+4 $70 $+2 $68 $+68 $
PEPSICO INCPEP69 $+5 $64 $-9 $73 $+73 $
PRICE T ROWE GROUP INCTROW61 $+4 $57 $+2 $55 $+55 $
CVS HEALTH CorpCVS59 $+5 $54 $+1 $53 $+53 $
JOHNSON & JOHNSONJNJ58 $+11 $47 $-4 $51 $+51 $
SYNOPSYS INCSNPS53 $-2 $55 $+9 $46 $+46 $
Palo Alto Networks IncPANW52 $-1 $53 $+9 $44 $+44 $
CHIPOTLE MEXICAN GRILL INCCMG37 $-16 $53 $+6 $47 $+47 $
BOEING COBA43 $+2 $41 $+41 $
3M COMMM30 $+1 $29 $+1 $28 $+28 $
ASML HOLDING NVASML27 $+5 $22 $+4 $18 $+18 $
ISHARES GOLD TRUSTIAU26 $+1 $25 $+25 $
MANULIFE FINANCIAL CORPMFC22 $-1 $23 $+23 $
HP INCHPQ19 $+2 $17 $+17 $
MCDONALDS CORPMCD17 $+0 $17 $-1 $18 $+18 $
AMEREN CORPAEE17 $+1 $16 $+16 $
ALLIANT ENERGY CORPLNT15 $+2 $13 $+13 $
YUM BRANDS INCYUM15 $+1 $14 $+14 $
ANALOG DEVICES INCADI14 $+1 $13 $+2 $11 $+11 $
AFLAC INCAFL13 $+0 $13 $+0 $13 $+13 $
LINDE PLCLIN12 $+0 $12 $+0 $12 $+12 $
NETFLIX INCNFLX10 $-2 $12 $+4 $8 $+8 $
Phillips 66PSX11 $+2 $9 $-1 $10 $+10 $
GENERAL DYNAMICS CORPGD10 $+1 $9 $+1 $8 $+8 $
PAYCHEX INCPAYX8 $-2 $10 $+0 $10 $+10 $
APPIAN CORPAPPN9 $+0 $9 $+0 $9 $+9 $
STARBUCKS CORPSBUX8 $-1 $9 $+0 $9 $+9 $
Accenture plcACN7 $-1 $8 $-1 $9 $+9 $
FACTSET RESEARCH SYSTEMS INCFDS4 $-3 $7 $+0 $7 $+7 $
EMERSON ELECTRIC COEMR7 $+0 $7 $+1 $6 $+6 $
PFIZER INCPFE6 $+0 $6 $+0 $6 $+6 $
NEXTERA ENERGY INCNEE6 $+1 $5 $+0 $5 $+5 $
RTX CorpRTX5 $+0 $5 $+1 $4 $+4 $
HALLIBURTON COHAL4 $+1 $3 $-1 $4 $+4 $
Solventum CorpSOLV3 $+0 $3 $+0 $3 $+3 $
TARGET CORPTGT3 $+0 $3 $+0 $3 $+3 $
GSK plcGSK1 $+0 $1 $+0 $1 $+1 $
FORD MOTOR COF1 $+0 $1 $+0 $1 $+1 $
Haleon plcHLN0 $+0 $0 $+0 $0 $+0 $
Organon & Co.OGN0 $+0 $0 $+0 $0 $+0 $
TWILIO INCTWLO0 $+0 $0 $+0 $0 $+0 $
184.167 $+13.810 $171.970 $+11.303 $160.782 $+37.812 $122.970 $+122.970 $
Erweiterte Einstellungen ×