Investments: Northwest Financial Advisors

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
60.656.043 $+3.748.280 $57.123.944 $-43.696.730 $104.371.813 $+104.371.813 $
BANK OF AMERICA CORP /DE/BAC47.517.203 $+2.924.429 $44.592.774 $-16.823.776 $61.416.550 $+61.416.550 $
APPFOLIO INCAPPF4.369.180 $+545.293 $3.823.887 $-10.461.277 $14.285.164 $+14.285.164 $
MICROSOFT CORPMSFT1.209.666 $+45.901 $1.163.765 $-5.319.145 $6.482.910 $+6.482.910 $
AMAZON COM INCAMZN422.452 $-17.205 $439.657 $-4.298.198 $4.737.855 $+4.737.855 $
NVIDIA CORPNVDA272.593 $-89.373 $361.966 $-2.729.194 $3.091.160 $+3.091.160 $
JOHNSON & JOHNSONJNJ620.780 $+57.897 $562.883 $-1.016.234 $1.579.117 $+1.579.117 $
SPS COMMERCE INCSPSC1.134.006 $+95.400 $1.038.606 $-341.635 $1.380.241 $+1.380.241 $
JPMORGAN CHASE & COJPM456.111 $+22.405 $433.706 $-934.108 $1.367.814 $+1.367.814 $
BlackRock, Inc.BLK345.088 $-98.520 $443.608 $-796.390 $1.239.998 $+1.239.998 $
PROCTER & GAMBLE CoPG624.309 $-21.974 $646.283 $-227.153 $873.436 $+873.436 $
LOCKHEED MARTIN CORPLMT412.886 $+29.048 $383.838 $-443.905 $827.743 $+827.743 $
EXXON MOBIL CORPXOM316.349 $+4.629 $311.720 $-391.233 $702.953 $+702.953 $
AbbVie Inc.ABBV677.340 $+677.340 $
Walmart Inc.WMT467.474 $+24.878 $442.596 $-179.730 $622.326 $+622.326 $
ALPHA PRO TECH LTDAPT605.135 $+605.135 $
MCDONALDS CORPMCD494.233 $+19.089 $475.144 $-60.011 $535.155 $+535.155 $
BERKSHIRE HATHAWAY INCBRK-B520.863 $+520.863 $
TORO COTTC498.711 $+498.711 $
ORACLE CORPORCL448.851 $+448.851 $
CATERPILLAR INCCAT400.759 $+74.814 $325.945 $+45.543 $280.402 $+280.402 $
Medtronic plcMDT382.402 $+32.603 $349.799 $-10.574 $360.373 $+360.373 $
VERIZON COMMUNICATIONS INCVZ331.907 $+6.751 $325.156 $-31.504 $356.660 $+356.660 $
GENERAL ELECTRIC COGE312.441 $+45.140 $267.301 $+59.068 $208.233 $+208.233 $
VanEck Merk Gold ETFOUNZ293.652 $+41.849 $251.803 $+13.818 $237.985 $+237.985 $
CHEVRON CORPCVX287.439 $+287.439 $
Constellation Energy CorpCEG272.552 $+5.226 $267.326 $+267.326 $
NETFLIX INCNFLX263.906 $+263.906 $
Walt Disney CoDIS248.894 $+248.894 $
COCA COLA COKO216.181 $-18.418 $234.599 $+234.599 $
60.656.043 $+3.748.280 $57.123.944 $-43.696.730 $104.371.813 $+104.371.813 $
Erweiterte Einstellungen ×