Investments: Miller Financial Services 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. ($)
81.261.856 $+447.548 $83.118.539 $+7.822.771 $75.500.827 $+7.819.652 $67.687.004 $+67.687.004 $
BANK OF AMERICA CORP /DE/BAC46.207.244 $+1.292.135 $44.915.109 $+4.273.600 $40.641.509 $+4.776.310 $35.865.199 $+35.865.199 $
Eaton Corp plcETN2.377.209 $-1.674.941 $4.052.150 $-1.080.386 $5.132.536 $-746.315 $5.878.851 $+5.878.851 $
APPFOLIO INCAPPF3.656.671 $-199.787 $3.856.458 $+708.495 $3.147.963 $-273.271 $3.421.234 $+3.421.234 $
UNITED PARCEL SERVICE INCUPS2.892.449 $+433.030 $2.459.419 $+153.865 $2.305.554 $+266.044 $2.039.510 $+2.039.510 $
AMAZON COM INCAMZN2.876.857 $+84.366 $2.792.491 $+152.791 $2.639.700 $+427.357 $2.212.343 $+2.212.343 $
ALPHA PRO TECH LTDAPT2.151.795 $+154.219 $1.997.576 $+541.398 $1.456.178 $+255.329 $1.200.849 $+1.200.849 $
MORGAN STANLEYMS2.150.550 $+21.882 $2.128.668 $+118.160 $2.010.508 $+63.226 $1.947.282 $+1.947.282 $
MICROSOFT CORPMSFT1.168.486 $-466.362 $1.634.848 $+48.519 $1.586.329 $+380.965 $1.205.364 $+1.205.364 $
PEPSICO INCPEP1.632.854 $+67.343 $1.565.511 $+274.894 $1.290.617 $+62.685 $1.227.932 $+1.227.932 $
BERKSHIRE HATHAWAY INCBRK-B1.182.736 $-45.961 $1.228.697 $+41.475 $1.187.222 $-185.237 $1.372.459 $+1.372.459 $
RAYMOND JAMES FINANCIAL INCRJF1.298.220 $+11.567 $1.286.653 $+43.028 $1.243.625 $+3.157 $1.240.468 $+1.240.468 $
VERIZON COMMUNICATIONS INCVZ991.699 $+111.645 $880.054 $+48.289 $831.765 $-76.257 $908.022 $+908.022 $
Mastercard IncMA859.745 $-3.709 $863.454 $+876 $862.578 $-13.318 $875.896 $+875.896 $
NVIDIA CORPNVDA820.206 $+100.246 $719.960 $+266.932 $453.028 $+453.028 $
MERCADOLIBRE INCMELI711.034 $+168.864 $542.170 $+61.262 $480.908 $+63.422 $417.486 $+417.486 $
INTUITIVE SURGICAL INCISRG633.190 $+73.705 $559.485 $+559.485 $
BlackRock, Inc.BLK358.642 $-216.525 $575.167 $+242.568 $332.599 $+332.599 $
ADVANCED MICRO DEVICES INCAMD565.811 $+14.269 $551.542 $+64.116 $487.426 $+108.829 $378.597 $+378.597 $
MCDONALDS CORPMCD534.853 $-7.591 $542.444 $+15.077 $527.367 $-36.461 $563.828 $+563.828 $
CATERPILLAR INCCAT417.496 $-142.510 $560.006 $+90.479 $469.527 $+68.402 $401.125 $+401.125 $
DEERE & CODE415.851 $-83.948 $499.799 $-55.913 $555.712 $+40.509 $515.203 $+515.203 $
3M COMMM538.256 $+3.661 $534.595 $+3.277 $531.318 $+14.665 $516.653 $+516.653 $
RADIAN GROUP INCRDN518.256 $-12.367 $530.623 $+2.930 $527.693 $+43.217 $484.476 $+484.476 $
OLIN CorpOLN402.458 $-104.892 $507.350 $+91.749 $415.601 $-55.103 $470.704 $+470.704 $
Walt Disney CoDIS374.427 $-84.270 $458.697 $-41.815 $500.512 $+94.750 $405.762 $+405.762 $
Rocket Lab CorpRKLB479.579 $+121.521 $358.058 $+358.058 $
PFIZER INCPFE455.189 $-2.958 $458.147 $+17.157 $440.990 $+1.020 $439.970 $+439.970 $
ETSY INCETSY317.228 $-84.232 $401.460 $-14.266 $415.726 $+45.929 $369.797 $+369.797 $
NICOLET BANKSHARES INCNIC313.881 $-41.881 $355.762 $-29.391 $385.153 $+385.153 $
BARRICK MINING CORPB384.886 $+72.797 $312.089 $+97.262 $214.827 $+214.827 $
UNITEDHEALTH GROUP INCUNH323.525 $-58.168 $381.693 $+14.274 $367.419 $+367.419 $
JOHNSON & JOHNSONJNJ372.303 $+38.732 $333.571 $+57.093 $276.478 $-41.603 $318.081 $+318.081 $
HUBSPOT INCHUBS364.782 $+364.782 $
Brookfield Renewable CorpBEPC323.015 $+17.365 $305.650 $-41.326 $346.976 $-7.189 $354.165 $+354.165 $
VICTORY CAPITAL MANAGEMENT INC344.949 $+344.949 $
RTX CorpRTX343.692 $+30.116 $313.576 $+25.333 $288.243 $+19.349 $268.894 $+268.894 $
Otis Worldwide CorpOTIS300.921 $-36.913 $337.834 $+337.834 $
Zoetis Inc.ZTS317.451 $+104.458 $212.993 $+212.993 $
Duke Energy CORPDUK278.376 $-15.251 $293.627 $+13.896 $279.731 $-18.903 $298.634 $+298.634 $
AbbVie Inc.ABBV287.560 $+57.296 $230.264 $-16.308 $246.572 $+246.572 $
COCA COLA COKO234.269 $+10.315 $223.954 $-18.847 $242.801 $-41.298 $284.099 $+284.099 $
SPS COMMERCE INCSPSC274.067 $+39.043 $235.024 $+8.834 $226.190 $+226.190 $
AMGEN INCAMGN239.870 $+2.541 $237.329 $-27.489 $264.818 $+264.818 $
LOCKHEED MARTIN CORPLMT246.672 $-7.925 $254.597 $+18.396 $236.201 $+8.379 $227.822 $+227.822 $
WYNN RESORTS LTDWYNN237.050 $-16.925 $253.975 $+253.975 $
NETFLIX INCNFLX16.746 $-200.259 $217.005 $-28.056 $245.061 $+245.061 $
JPMORGAN CHASE & COJPM105.530 $-117.336 $222.866 $+13.381 $209.485 $+209.485 $
ISHARES GOLD TRUSTIAU221.351 $+19.996 $201.355 $+201.355 $
STRYKER CORPSYK202.949 $-15.043 $217.992 $+16.232 $201.760 $+201.760 $
EXXON MOBIL CORPXOM205.902 $+205.902 $
ZEBRA TECHNOLOGIES CORPZBRA205.059 $+205.059 $
GSK plcGSK203.270 $+203.270 $
iShares Bitcoin Trust ETFIBIT200.338 $+200.338 $
FORD MOTOR COF171.341 $+15.353 $155.988 $+14.685 $141.303 $+10.901 $130.402 $+130.402 $
PRECISION BIOSCIENCES INCDTIL62.400 $+7.200 $55.200 $+13.200 $42.000 $-5.700 $47.700 $+47.700 $
PALATIN TECHNOLOGIES INCPTNT5.829 $+5.829 $
81.261.856 $+447.548 $83.118.539 $+7.822.771 $75.500.827 $+7.819.652 $67.687.004 $+67.687.004 $
Erweiterte Einstellungen ×