Investments: JDH Wealth Management, 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. ($)
32.949.605 $+1.348.811 $31.606.244 $+3.451.287 $28.052.521 $+5.002.957 $24.018.486 $+24.018.486 $
BANK OF AMERICA CORP /DE/BAC15.186.929 $+733.406 $14.453.523 $+1.518.642 $12.934.881 $+3.216.600 $9.718.281 $+9.718.281 $
MORGAN STANLEYMS9.066.454 $+351.667 $8.714.787 $+1.248.929 $7.465.858 $+1.434.691 $6.031.167 $+6.031.167 $
APPFOLIO INCAPPF1.662.968 $+120.674 $1.542.294 $-328.036 $1.870.330 $-547.555 $2.417.885 $+2.417.885 $
NVIDIA CORPNVDA2.206.942 $-932 $2.207.874 $+338.324 $1.869.550 $+363.580 $1.505.970 $+1.505.970 $
BlackRock, Inc.BLK1.348.792 $+38.995 $1.309.797 $+64.256 $1.245.541 $+86.840 $1.158.701 $+1.158.701 $
ALPHA PRO TECH LTDAPT852.679 $+190.882 $661.797 $+188.771 $473.026 $+235.963 $237.063 $+237.063 $
MICROSOFT CORPMSFT689.642 $-52.580 $742.222 $+59.278 $682.944 $+72.184 $610.760 $+610.760 $
AMAZON COM INCAMZN662.915 $+110.257 $552.658 $+7.693 $544.965 $+11.095 $533.870 $+533.870 $
EXXON MOBIL CORPXOM618.555 $+618.555 $
iShares Bitcoin Trust ETFIBIT319.945 $-98.915 $418.860 $+33.421 $385.439 $+90.676 $294.763 $+294.763 $
JPMORGAN CHASE & COJPM367.653 $+7.747 $359.906 $+29.119 $330.787 $+53.843 $276.944 $+276.944 $
RAMBUS INCRMBS236.157 $-31.845 $268.002 $+268.002 $
BERKSHIRE HATHAWAY INCBRK-B253.381 $+4.181 $249.200 $-14.960 $264.160 $+264.160 $
JOHNSON & JOHNSONJNJ214.193 $-33.738 $247.931 $+247.931 $
FORD MOTOR COF134.336 $+13.193 $121.143 $+18.707 $102.436 $+102.436 $
32.949.605 $+1.348.811 $31.606.244 $+3.451.287 $28.052.521 $+5.002.957 $24.018.486 $+24.018.486 $
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