Investments: ORBA Wealth Advisors, L.L.C.

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. ($)
69.554.977 $-3.346.871 $77.164.445 $+77.164.445 $
BANK OF AMERICA CORP /DE/BAC42.982.698 $-3.406.834 $46.389.532 $+46.389.532 $
APPFOLIO INCAPPF14.245.192 $+1.096.607 $13.148.585 $+13.148.585 $
PROCTER & GAMBLE CoPG3.565.142 $+3.565.142 $
MORGAN STANLEYMS1.127.337 $-1.464.614 $2.591.951 $+2.591.951 $
MICROSOFT CORPMSFT1.923.358 $-484.593 $2.407.951 $+2.407.951 $
LAM RESEARCH CORPLRCX1.729.774 $+367.474 $1.362.300 $+1.362.300 $
STARBUCKS CORPSBUX1.564.201 $+1.208.965 $355.236 $+355.236 $
UNITEDHEALTH GROUP INCUNH1.044.140 $-231.744 $1.275.884 $+1.275.884 $
AMAZON COM INCAMZN207.970 $-776.144 $984.114 $+984.114 $
ALPHA PRO TECH LTDAPT284.830 $-681.360 $966.190 $+966.190 $
NVIDIA CORPNVDA356.962 $-400.740 $757.702 $+757.702 $
Constellation Energy CorpCEG696.295 $+696.295 $
Walt Disney CoDIS482.953 $-54.912 $537.865 $+537.865 $
PFIZER INCPFE510.176 $-11.884 $522.060 $+522.060 $
NEXTERA ENERGY INCNEE474.615 $+1.294 $473.321 $+473.321 $
DEERE & CODE467.900 $+8.354 $459.546 $+459.546 $
BlackRock, Inc.BLK379.919 $+379.919 $
MPLX LPMPLX360.568 $+23.104 $337.464 $+337.464 $
JPMORGAN CHASE & COJPM244.243 $-87.904 $332.147 $+332.147 $
HUMANA INCHUM260.170 $+260.170 $
EXELON CORPEXC257.835 $+257.835 $
Walmart Inc.WMT221.474 $+221.474 $
GOLDMAN SACHS GROUP INCGS215.811 $+215.811 $
ORACLE CORPORCL214.011 $+214.011 $
69.554.977 $-3.346.871 $77.164.445 $+77.164.445 $
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