Investments: Discipline Wealth Solutions, 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. ($)
233.102.433 $+49.853.524 $184.257.091 $+67.841.758 $116.006.126 $+25.138.955 $91.276.378 $+91.276.378 $
BANK OF AMERICA CORP /DE/BAC160.136.954 $+39.529.841 $120.607.113 $+47.153.379 $73.453.734 $+16.273.483 $57.180.251 $+57.180.251 $
BlackRock, Inc.BLK21.202.203 $+1.076.798 $20.125.405 $+2.126.640 $17.998.765 $+3.416.196 $14.582.569 $+14.582.569 $
MORGAN STANLEYMS7.918.234 $+941.131 $6.977.103 $+983.735 $5.993.368 $+493.357 $5.500.011 $+5.500.011 $
APPFOLIO INCAPPF6.679.168 $+1.386.483 $5.292.685 $+2.028.648 $3.264.037 $+1.181.511 $2.082.526 $+2.082.526 $
ISHARES GOLD TRUSTIAU5.972.511 $+614.217 $5.358.294 $+4.949.087 $409.207 $+409.207 $
CITIGROUP INCC5.537.578 $-261.267 $5.798.845 $+4.473.153 $1.325.692 $+1.325.692 $
SPS COMMERCE INCSPSC3.715.543 $+450.174 $3.265.369 $+505.240 $2.760.129 $+593.443 $2.166.686 $+2.166.686 $
NVIDIA CORPNVDA3.660.731 $+1.281.025 $2.379.706 $+1.044.988 $1.334.718 $+607.041 $727.677 $+727.677 $
AMAZON COM INCAMZN3.299.147 $+1.659.618 $1.639.529 $+1.639.529 $
GOLDMAN SACHS GROUP INCGS794.567 $-281.780 $1.076.347 $-2.143.689 $3.220.036 $+279.305 $2.940.731 $+2.940.731 $
MICROSOFT CORPMSFT2.501.216 $+252.745 $2.248.471 $+435.742 $1.812.729 $+798.649 $1.014.080 $+1.014.080 $
ALPHA PRO TECH LTDAPT2.423.284 $+624.627 $1.798.657 $+622.947 $1.175.710 $+150.474 $1.025.236 $+1.025.236 $
JPMORGAN CHASE & COJPM1.475.123 $+182.806 $1.292.317 $+104.556 $1.187.761 $+182.767 $1.004.994 $+1.004.994 $
OLD MISSION CAPITAL LLC756.472 $+756.472 $
Strategy IncMSTR330.463 $-280.585 $611.048 $+108.467 $502.581 $+125.354 $377.227 $+377.227 $
ELI LILLY & CoLLY595.373 $+190.220 $405.153 $+405.153 $
Mastercard IncMA574.305 $+8.908 $565.397 $+6.829 $558.568 $+13.737 $544.831 $+544.831 $
UNITEDHEALTH GROUP INCUNH467.436 $-13.567 $481.003 $+132.844 $348.159 $-223.776 $571.935 $+571.935 $
iShares Bitcoin Trust ETFIBIT569.436 $+287.141 $282.295 $+282.295 $
UNITED PARCEL SERVICE INCUPS531.162 $+83.859 $447.303 $-62.747 $510.050 $-45.729 $555.779 $+555.779 $
AbbVie Inc.ABBV477.936 $+74.381 $403.555 $+403.555 $
REALTY INCOME CORPO419.897 $-49.272 $469.169 $+469.169 $
DEERE & CODE434.162 $+434.162 $
WELLTOWER INC.WELL358.413 $+16.384 $342.029 $+342.029 $
CINTAS CORPCTAS312.948 $-28.605 $341.553 $+341.553 $
Accenture plcACN316.594 $+40.649 $275.945 $+5.748 $270.197 $-11.887 $282.084 $+282.084 $
DTE ENERGY CODTE282.661 $-27.079 $309.740 $+19.848 $289.892 $-20.662 $310.554 $+310.554 $
EXXON MOBIL CORPXOM300.134 $+300.134 $
CATERPILLAR INCCAT257.169 $+257.169 $
RTX CorpRTX256.393 $+256.393 $
ORACLE CORPORCL251.710 $+251.710 $
PROCTER & GAMBLE CoPG229.583 $+229.583 $
BARCLAYS BANK PLCATMP227.369 $-198 $227.567 $+227.567 $
Duke Energy CORPDUK219.603 $-7.708 $227.311 $+227.311 $
NEXTERA ENERGY INCNEE218.522 $+218.522 $
CHEVRON CORPCVX204.839 $+204.839 $
JOHNSON & JOHNSONJNJ201.776 $+201.776 $
233.102.433 $+49.853.524 $184.257.091 $+67.841.758 $116.006.126 $+25.138.955 $91.276.378 $+91.276.378 $
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