Investments: Shared Vision Wealth 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. ($)
209.893.314 $+5.038.284 $204.855.030 $+25.461.058 $179.190.444 $+12.027.407 $167.366.565 $+167.366.565 $
BANK OF AMERICA CORP /DE/BAC124.148.044 $+4.390.375 $119.757.669 $+13.238.913 $106.518.756 $+11.028.584 $95.490.172 $+95.490.172 $
APPFOLIO INCAPPF44.529.186 $-1.194.682 $45.723.868 $+8.807.138 $36.916.730 $-2.466.572 $39.383.302 $+39.383.302 $
BlackRock, Inc.BLK32.686.608 $+503.857 $32.182.751 $+2.169.068 $30.013.683 $+3.228.973 $26.784.710 $+26.784.710 $
ISHARES GOLD TRUSTIAU3.532.970 $+652.371 $2.880.599 $+1.283.604 $1.596.995 $-196.617 $1.793.612 $+1.793.612 $
AMAZON COM INCAMZN647.172 $-302.746 $949.918 $-149.327 $1.099.245 $+187.820 $911.425 $+911.425 $
MICROSOFT CORPMSFT716.943 $-132.723 $849.666 $-20.021 $869.687 $+258.582 $611.105 $+611.105 $
BERKSHIRE HATHAWAY INCBRK-B772.717 $-13.330 $786.047 $+31.854 $754.193 $-82.586 $836.779 $+836.779 $
NVIDIA CORPNVDA667.663 $-51.738 $719.401 $+23.865 $695.536 $+68.173 $627.363 $+627.363 $
JOHNSON & JOHNSONJNJ590.224 $+75.025 $515.199 $+75.400 $439.799 $-2.823 $442.622 $+442.622 $
ALPHA PRO TECH LTDAPT458.019 $+458.019 $
MORGAN STANLEYMS381.009 $+381.009 $
CITIGROUP INCC290.991 $+2.001 $288.990 $+3.170 $285.820 $+3.873 $281.947 $+281.947 $
ELI LILLY & CoLLY263.196 $+62.274 $200.922 $-2.606 $203.528 $+203.528 $
EXXON MOBIL CORPXOM208.572 $+208.572 $
209.893.314 $+5.038.284 $204.855.030 $+25.461.058 $179.190.444 $+12.027.407 $167.366.565 $+167.366.565 $
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