Investments: Fonville Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
168.169.408 $+11.945.750 $156.642.131 $+156.642.131 $
BANK OF AMERICA CORP /DE/BAC106.172.779 $+6.215.152 $99.957.627 $+99.957.627 $
BlackRock, Inc.BLK24.103.815 $+2.520.441 $21.583.374 $+21.583.374 $
APPFOLIO INCAPPF8.482.292 $+846.377 $7.635.915 $+7.635.915 $
MICROSOFT CORPMSFT4.510.318 $-139.170 $4.649.488 $+4.649.488 $
ALPHA PRO TECH LTDAPT3.869.058 $+1.022.369 $2.846.689 $+2.846.689 $
MORGAN STANLEYMS3.477.500 $+79.959 $3.397.541 $+3.397.541 $
GENERAL DYNAMICS CORPGD3.243.719 $-41.816 $3.285.535 $+3.285.535 $
AMAZON COM INCAMZN2.290.446 $+231.959 $2.058.487 $+2.058.487 $
NVIDIA CORPNVDA1.690.465 $+309.357 $1.381.108 $+1.381.108 $
RTX CorpRTX1.425.760 $+155.724 $1.270.036 $+1.270.036 $
EXXON MOBIL CORPXOM1.136.085 $+75.117 $1.060.968 $+1.060.968 $
APPIAN CORPAPPN879.585 $+77.642 $801.943 $+801.943 $
BERKSHIRE HATHAWAY INCBRK-B809.925 $+276.004 $533.921 $+533.921 $
Palo Alto Networks IncPANW723.538 $-53.273 $776.811 $+776.811 $
PALATIN TECHNOLOGIES INCPTNT693.225 $-72.939 $766.164 $+766.164 $
ORACLE CORPORCL461.947 $-162.132 $624.079 $+624.079 $
WILLIS TOWERS WATSON PLCWTW510.645 $-26.185 $536.830 $+536.830 $
Walmart Inc.WMT473.073 $+45.683 $427.390 $+427.390 $
SOUTHERN COSO388.390 $-33.716 $422.106 $+422.106 $
AbbVie Inc.ABBV320.836 $+4.751 $316.085 $+316.085 $
JPMORGAN CHASE & COJPM319.252 $+57.076 $262.176 $+262.176 $
Accenture plcACN253.544 $-49.665 $303.209 $+303.209 $
NETFLIX INCNFLX260.747 $-38.983 $299.730 $+299.730 $
GENERAL ELECTRIC COGE287.400 $+34.008 $253.392 $+253.392 $
Walt Disney CoDIS252.802 $-27.958 $280.760 $+280.760 $
MCDONALDS CORPMCD279.395 $+10.757 $268.638 $+268.638 $
PROCTER & GAMBLE CoPG206.538 $-17.118 $223.656 $+223.656 $
CATERPILLAR INCCAT220.555 $+220.555 $
ELI LILLY & CoLLY216.261 $+216.261 $
VERIZON COMMUNICATIONS INCVZ213.685 $+213.685 $
Mastercard IncMA209.513 $+209.513 $
AT&T INC.T204.788 $+204.788 $
168.169.408 $+11.945.750 $156.642.131 $+156.642.131 $
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