Investments: Balanced Rock Investment Advisors 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. ($)
94.316.692 $+2.219.710 $92.323.970 $+6.001.022 $86.528.447 $-10.859.505 $97.387.952 $+97.387.952 $
BANK OF AMERICA CORP /DE/BAC76.103.413 $+1.007.062 $75.096.351 $+4.631.739 $70.464.612 $-12.812.600 $83.277.212 $+83.277.212 $
MORGAN STANLEYMS4.740.362 $+159.333 $4.581.029 $+189.210 $4.391.819 $-1.040.480 $5.432.299 $+5.432.299 $
CITIGROUP INCC3.191.289 $+163.123 $3.028.166 $+345.359 $2.682.807 $+2.195.177 $487.630 $+487.630 $
BlackRock, Inc.BLK2.887.284 $+65.104 $2.822.180 $+267.245 $2.554.935 $+94.430 $2.460.505 $+2.460.505 $
TORONTO DOMINION BANKTD1.367.407 $+167.357 $1.200.050 $+90.220 $1.109.830 $+211.749 $898.081 $+898.081 $
ALPHA PRO TECH LTDAPT942.715 $+197.063 $745.652 $+346.091 $399.561 $+24.531 $375.030 $+375.030 $
APPFOLIO INCAPPF652.222 $+49.255 $602.967 $+132.533 $470.434 $-7.539 $477.973 $+477.973 $
MICROSOFT CORPMSFT510.721 $-67.326 $578.047 $+27.902 $550.145 $+149.600 $400.545 $+400.545 $
MERCADOLIBRE INCMELI386.738 $-78.313 $465.051 $-70.743 $535.794 $+124.160 $411.634 $+411.634 $
Brookfield Renewable CorpBEPC476.221 $+20.810 $455.411 $+2.621 $452.790 $+59.732 $393.058 $+393.058 $
COMCAST CORPCMCSA368.843 $-57.715 $426.558 $-37.198 $463.756 $+54.277 $409.479 $+409.479 $
GLOBAL PAYMENTS INCGPN338.470 $-24.673 $363.143 $+1.042 $362.101 $-99.494 $461.595 $+461.595 $
BERKSHIRE HATHAWAY INCBRK-B401.115 $+22.049 $379.066 $+22.997 $356.069 $-25.791 $381.860 $+381.860 $
Medtronic plcMDT372.521 $-22.535 $395.056 $+12.031 $383.025 $-16.133 $399.158 $+399.158 $
JPMORGAN CHASE & COJPM393.270 $+393.270 $
ELI LILLY & CoLLY328.852 $+107.582 $221.270 $+6.120 $215.150 $-13.627 $228.777 $+228.777 $
JOHNSON & JOHNSONJNJ322.842 $+79.571 $243.271 $+39.655 $203.616 $-18.941 $222.557 $+222.557 $
NVIDIA CORPNVDA318.356 $+44.643 $273.713 $+15.873 $257.840 $+257.840 $
AMGEN INCAMGN205.499 $-50.284 $255.783 $+255.783 $
AT&T INC.T226.988 $-22.863 $249.851 $+9.810 $240.041 $+240.041 $
WOODSIDE ENERGY GROUP LTDWDS214.051 $-5.950 $220.001 $+1.188 $218.813 $+44.078 $174.735 $+174.735 $
94.316.692 $+2.219.710 $92.323.970 $+6.001.022 $86.528.447 $-10.859.505 $97.387.952 $+97.387.952 $
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