Investments: Perissos Private 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. ($)
103.556.575 $-18.168.945 $122.381.904 $+13.325.622 $109.313.395 $+17.719.951 $91.862.318 $+91.862.318 $
BANK OF AMERICA CORP /DE/BAC79.009.997 $-20.642.072 $99.652.069 $+9.241.178 $90.410.891 $+18.810.769 $71.600.122 $+71.600.122 $
SPS COMMERCE INCSPSC7.930.956 $+1.732.981 $6.197.975 $+2.879.596 $3.318.379 $-2.980.938 $6.299.317 $+6.299.317 $
ALPHA PRO TECH LTDAPT4.143.085 $+707.430 $3.435.655 $+913.948 $2.521.707 $+304.984 $2.216.723 $+2.216.723 $
BERKSHIRE HATHAWAY INCBRK-B2.633.706 $-200.832 $2.834.538 $+95.622 $2.738.916 $-262.913 $3.001.829 $+3.001.829 $
MICROSOFT CORPMSFT2.394.038 $-382.717 $2.776.755 $+94.948 $2.681.807 $+664.532 $2.017.275 $+2.017.275 $
AMAZON COM INCAMZN1.605.584 $+78.255 $1.527.329 $-134.770 $1.662.099 $+220.689 $1.441.410 $+1.441.410 $
BlackRock, Inc.BLK1.448.907 $-51.981 $1.500.888 $+17.602 $1.483.286 $+157.384 $1.325.902 $+1.325.902 $
NVIDIA CORPNVDA1.266.156 $-25.192 $1.291.348 $-63.278 $1.354.626 $+419.405 $935.221 $+935.221 $
Walmart Inc.WMT877.157 $+65.742 $811.415 $+43.029 $768.386 $+72.202 $696.184 $+696.184 $
APPFOLIO INCAPPF225.457 $+15.890 $209.567 $-259.182 $468.749 $-89.456 $558.205 $+558.205 $
INTUITIVE SURGICAL INCISRG518.786 $+109.123 $409.663 $-88.101 $497.764 $+44.097 $453.667 $+453.667 $
JPMORGAN CHASE & COJPM420.427 $+8.860 $411.567 $+33.298 $378.269 $+54.527 $323.742 $+323.742 $
ENDEAVOUR SILVER CORPEXK328.849 $-7.900 $336.749 $+72.244 $264.505 $+264.505 $
iShares Bitcoin Trust ETFIBIT327.535 $+327.535 $
ELI LILLY & CoLLY310.261 $+90.049 $220.212 $-4.682 $224.894 $-13.291 $238.185 $+238.185 $
MICRON TECHNOLOGY INCMU285.410 $+285.410 $
UNITEDHEALTH GROUP INCUNH268.874 $+268.874 $
JOHNSON & JOHNSONJNJ267.321 $+42.953 $224.368 $+224.368 $
NETFLIX INCNFLX257.113 $+257.113 $
AFLAC INCAFL219.327 $-2.844 $222.171 $+12.411 $209.760 $-11.397 $221.157 $+221.157 $
103.556.575 $-18.168.945 $122.381.904 $+13.325.622 $109.313.395 $+17.719.951 $91.862.318 $+91.862.318 $
Erweiterte Einstellungen ×