Investments: MOSAIC FINANCIAL 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. ($)
135.859 $+5.702 $130.772 $+7.721 $122.810 $+7.671 $115.791 $+115.791 $
BANK OF AMERICA CORP /DE/BAC87.186 $+3.209 $83.977 $+3.474 $80.503 $+4.770 $75.733 $+75.733 $
MICROSOFT CORPMSFT7.883 $-1.071 $8.954 $+257 $8.697 $+2.113 $6.584 $+6.584 $
APPFOLIO INCAPPF5.220 $+247 $4.973 $+944 $4.029 $-227 $4.256 $+4.256 $
ALPHA PRO TECH LTDAPT4.106 $+892 $3.214 $+883 $2.331 $+276 $2.055 $+2.055 $
AT&T INC.T3.206 $-455 $3.661 $-50 $3.711 $+85 $3.626 $+3.626 $
BERKSHIRE HATHAWAY INCBRK-B2.979 $+1 $2.978 $+101 $2.877 $-275 $3.152 $+3.152 $
JPMORGAN CHASE & COJPM2.982 $+51 $2.931 $+240 $2.691 $+411 $2.280 $+2.280 $
ELI LILLY & CoLLY2.215 $+643 $1.572 $-149 $1.721 $-102 $1.823 $+1.823 $
NOVARTIS AGNVS2.066 $+144 $1.922 $+109 $1.813 $+142 $1.671 $+1.671 $
CHEVRON CORPCVX1.554 $-28 $1.582 $+125 $1.457 $-313 $1.770 $+1.770 $
NVIDIA CORPNVDA1.652 $+57 $1.595 $+245 $1.350 $+424 $926 $+926 $
CONOCOPHILLIPSCOP1.404 $-14 $1.418 $+73 $1.345 $-228 $1.573 $+1.573 $
AMAZON COM INCAMZN1.459 $+12 $1.447 $+1 $1.446 $+192 $1.254 $+1.254 $
MCDONALDS CORPMCD1.253 $+7 $1.246 $+48 $1.198 $-88 $1.286 $+1.286 $
SUNCOR ENERGY INCSU1.115 $+64 $1.051 $+109 $942 $-31 $973 $+973 $
EXXON MOBIL CORPXOM737 $+36 $701 $+33 $668 $-119 $787 $+787 $
GOLDMAN SACHS GROUP INCGS714 $+71 $643 $+74 $569 $+132 $437 $+437 $
BHP Group LtdBHP604 $+46 $558 $+77 $481 $-4 $485 $+485 $
PROCTER & GAMBLE CoPG511 $-36 $547 $-19 $566 $-38 $604 $+604 $
BlackRock, Inc.BLK573 $+8 $565 $+341 $224 $+224 $
LOCKHEED MARTIN CORPLMT484 $-16 $500 $+36 $464 $+17 $447 $+447 $
FREEPORT-MCMORAN INCFCX489 $+112 $377 $-40 $417 $+53 $364 $+364 $
RESOURCES MANAGEMENT CORP /CT/ /ADV478 $+478 $
DOVER CorpDOV472 $+69 $403 $-40 $443 $+18 $425 $+425 $
DELTA AIR LINES, INC.DAL420 $+78 $342 $+46 $296 $+11 $285 $+285 $
MICRON TECHNOLOGY INCMU411 $+170 $241 $+241 $
ASTRAZENECA PLCAZN399 $+38 $361 $-19 $380 $+380 $
MORGAN STANLEYMS385 $+41 $344 $+39 $305 $+49 $256 $+256 $
RTX CorpRTX338 $+21 $317 $+40 $277 $-73 $350 $+350 $
NETFLIX INCNFLX214 $-92 $306 $-35 $341 $+103 $238 $+238 $
Medtronic plcMDT333 $+2 $331 $+28 $303 $-9 $312 $+312 $
COCA COLA COKO294 $+15 $279 $-18 $297 $-4 $301 $+301 $
PEMBINA PIPELINE CORPPBA257 $-16 $273 $+9 $264 $-26 $290 $+290 $
JOHNSON & JOHNSONJNJ262 $+26 $236 $-5 $241 $+241 $
CATERPILLAR INCCAT262 $+45 $217 $+217 $
AMGEN INCAMGN253 $+253 $
GENERAL DYNAMICS CORPGD240 $-8 $248 $+36 $212 $+212 $
PALATIN TECHNOLOGIES INCPTNT232 $+232 $
ORACLE CORPORCL216 $+216 $
EQUINIX INCEQIX203 $-5 $208 $-3 $211 $-5 $216 $+216 $
ALCON INCALC210 $+210 $
NEXTERA ENERGY INCNEE210 $+210 $
Edwards Lifesciences CorpEW203 $+203 $
PFIZER INCPFE201 $+201 $
135.859 $+5.702 $130.772 $+7.721 $122.810 $+7.671 $115.791 $+115.791 $
Erweiterte Einstellungen ×