Investments: TRAPHAGEN 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. ($)
989.288.457 $+51.185.547 $938.096.974 $+84.818.987 $854.231.972 $+59.651.439 $794.873.354 $+794.873.354 $
BANK OF AMERICA CORP /DE/BAC840.152.661 $+44.986.124 $795.166.537 $+69.026.026 $726.140.511 $+44.636.717 $681.503.794 $+681.503.794 $
APPFOLIO INCAPPF37.659.143 $+2.920.300 $34.738.843 $+6.577.392 $28.161.451 $+4.992.799 $23.168.652 $+23.168.652 $
BERKSHIRE HATHAWAY INCBRK-B14.883.942 $-49.197 $14.933.139 $+485.768 $14.447.371 $-1.255.609 $15.702.980 $+15.702.980 $
BlackRock, Inc.BLK9.641.333 $+377.876 $9.263.457 $+663.752 $8.599.705 $+382.646 $8.217.059 $+8.217.059 $
GOLDMAN SACHS GROUP INCGS8.909.412 $+869.613 $8.039.799 $+871.535 $7.168.264 $+1.634.163 $5.534.101 $+5.534.101 $
ALPHA PRO TECH LTDAPT8.162.306 $+2.092.366 $6.069.940 $+1.599.396 $4.470.544 $+604.951 $3.865.593 $+3.865.593 $
MICROSOFT CORPMSFT7.447.750 $-503.895 $7.951.645 $+237.025 $7.714.620 $+1.953.925 $5.760.695 $+5.760.695 $
NVIDIA CORPNVDA7.314.136 $+871.971 $6.442.165 $+1.113.916 $5.328.249 $+1.820.625 $3.507.624 $+3.507.624 $
AMAZON COM INCAMZN4.423.030 $+394.780 $4.028.250 $-44.538 $4.072.788 $+660.992 $3.411.796 $+3.411.796 $
JPMORGAN CHASE & COJPM4.288.117 $+169.284 $4.118.833 $+183.567 $3.935.266 $+548.782 $3.386.484 $+3.386.484 $
iShares Bitcoin Trust ETFIBIT2.909.907 $-550.677 $3.460.584 $+386.450 $3.074.134 $+861.226 $2.212.908 $+2.212.908 $
Strategy IncMSTR1.117.965 $-1.190.170 $2.308.135 $-608.161 $2.916.296 $+103.805 $2.812.491 $+2.812.491 $
ORACLE CORPORCL1.588.725 $-671.493 $2.260.218 $+450.571 $1.809.647 $+686.374 $1.123.273 $+1.123.273 $
VERIZON COMMUNICATIONS INCVZ2.048.020 $-200.863 $2.248.883 $+134.320 $2.114.563 $+27.622 $2.086.941 $+2.086.941 $
AbbVie Inc.ABBV2.205.266 $-26.025 $2.231.291 $+444.499 $1.786.792 $-231.973 $2.018.765 $+2.018.765 $
JOHNSON & JOHNSONJNJ2.062.654 $+207.392 $1.855.262 $+181.653 $1.673.609 $+32.998 $1.640.611 $+1.640.611 $
CHEVRON CORPCVX1.893.737 $-24.429 $1.918.166 $+381.507 $1.536.659 $-212.565 $1.749.224 $+1.749.224 $
EXXON MOBIL CORPXOM1.888.705 $+152.612 $1.736.093 $+179.022 $1.557.071 $-65.863 $1.622.934 $+1.622.934 $
CATERPILLAR INCCAT1.854.275 $+304.878 $1.549.397 $+279.038 $1.270.359 $+253.832 $1.016.527 $+1.016.527 $
GENERAL ELECTRIC COGE1.718.333 $+80.145 $1.638.188 $+268.052 $1.370.136 $+208.479 $1.161.657 $+1.161.657 $
Walmart Inc.WMT1.656.426 $+142.135 $1.514.291 $+85.082 $1.429.209 $+253.041 $1.176.168 $+1.176.168 $
Grayscale Bitcoin Mini Trust ETFBTC1.374.037 $-209.445 $1.583.482 $+207.860 $1.375.622 $+355.517 $1.020.105 $+1.020.105 $
AT&T INC.T1.267.359 $-184.153 $1.451.512 $+117.739 $1.333.773 $+199.318 $1.134.455 $+1.134.455 $
ELI LILLY & CoLLY1.314.391 $+376.113 $938.278 $-31.466 $969.744 $-79.737 $1.049.481 $+1.049.481 $
BECTON DICKINSON & COBDX829.451 $-230.076 $1.059.527 $+87.522 $972.005 $-320.496 $1.292.501 $+1.292.501 $
CONSOLIDATED EDISON INCED1.130.510 $-13.150 $1.143.660 $+3.034 $1.140.626 $-126.079 $1.266.705 $+1.266.705 $
Mastercard IncMA1.088.791 $+22.826 $1.065.965 $+417 $1.065.548 $+135.833 $929.715 $+929.715 $
LOCKHEED MARTIN CORPLMT1.058.175 $-19.481 $1.077.656 $+47.370 $1.030.286 $+81.223 $949.063 $+949.063 $
COCA COLA COKO957.049 $+35.263 $921.786 $-28.810 $950.596 $-25.338 $975.934 $+975.934 $
PROCTER & GAMBLE CoPG550.720 $-203.523 $754.243 $-110.168 $864.411 $-63.897 $928.308 $+928.308 $
PEPSICO INCPEP733.002 $+13.757 $719.245 $-27.134 $746.379 $-126.705 $873.084 $+873.084 $
Walt Disney CoDIS798.953 $-6.418 $805.371 $-36.651 $842.022 $+94.177 $747.845 $+747.845 $
AMERICAN EXPRESS COAXP838.134 $+103.322 $734.812 $+5.201 $729.611 $+92.407 $637.204 $+637.204 $
PALATIN TECHNOLOGIES INCPTNT764.217 $+59.154 $705.063 $+242.725 $462.338 $+462.338 $
Eaton Corp plcETN601.777 $-101.149 $702.926 $+23.656 $679.270 $+137.054 $542.216 $+542.216 $
PFIZER INCPFE581.603 $-90.968 $672.571 $+34.986 $637.585 $-61.477 $699.062 $+699.062 $
UNITEDHEALTH GROUP INCUNH342.911 $-62.761 $405.672 $-32.968 $438.640 $-173.248 $611.888 $+611.888 $
RTX CorpRTX602.590 $+67.718 $534.872 $+56.465 $478.407 $+51.309 $427.098 $+427.098 $
NATIONAL FUEL GAS CONFG520.390 $-80.015 $600.405 $+49.790 $550.615 $+35.880 $514.735 $+514.735 $
WILLIS TOWERS WATSON PLCWTW586.873 $+586.873 $
Duke Energy CORPDUK432.259 $-147.990 $580.249 $+41.442 $538.807 $-30.217 $569.024 $+569.024 $
KLA CORPKLAC578.506 $+92.057 $486.449 $+83.366 $403.083 $+97.173 $305.910 $+305.910 $
Booking Holdings Inc.BKNG445.960 $-2.179 $448.139 $-32.368 $480.507 $+98.133 $382.374 $+382.374 $
MCDONALDS CORPMCD301.941 $-118.858 $420.799 $-14.537 $435.336 $-29.527 $464.863 $+464.863 $
Constellation Energy CorpCEG452.608 $+32.683 $419.925 $-44.782 $464.707 $+190.978 $273.729 $+273.729 $
AMGEN INCAMGN455.469 $+65.553 $389.916 $+14.914 $375.002 $-40.912 $415.914 $+415.914 $
CSX CORPCSX450.897 $+12.167 $438.730 $+36.381 $402.349 $+39.532 $362.817 $+362.817 $
MICRON TECHNOLOGY INCMU435.771 $+182.283 $253.488 $+253.488 $
CITIGROUP INCC371.046 $-38.066 $409.112 $+161.587 $247.525 $+41.111 $206.414 $+206.414 $
INTEL CORPINTC407.419 $+33.630 $373.789 $+102.295 $271.494 $-1.418 $272.912 $+272.912 $
FASTENAL COFAST330.685 $-71.933 $402.618 $+58.218 $344.400 $+26.445 $317.955 $+317.955 $
COMCAST CORPCMCSA311.761 $-33.260 $345.021 $-43.847 $388.868 $-12.170 $401.038 $+401.038 $
NETFLIX INCNFLX333.770 $-30.882 $364.652 $-35.949 $400.601 $+121.635 $278.966 $+278.966 $
ADVANCED MICRO DEVICES INCAMD400.106 $+127.125 $272.981 $+53.453 $219.528 $+219.528 $
Kraft Heinz CoKHC237.005 $-17.091 $254.096 $+2.506 $251.590 $-146.868 $398.458 $+398.458 $
HERSHEY COHSY351.955 $-8.586 $360.541 $+25.795 $334.746 $-9.085 $343.831 $+343.831 $
STRYKER CORPSYK284.792 $-24.353 $309.145 $-46.594 $355.739 $+21.023 $334.716 $+334.716 $
BOEING COBA342.469 $+41.502 $300.967 $+10.961 $290.006 $+56.850 $233.156 $+233.156 $
LAM RESEARCH CORPLRCX336.049 $+79.364 $256.685 $+256.685 $
UNILEVER PLCUL312.416 $-5.336 $317.752 $-12.347 $330.099 $+9.220 $320.879 $+320.879 $
UNITED PARCEL SERVICE INCUPS286.176 $-2.483 $288.659 $+288.659 $
CUMMINS INCCMI281.606 $+49.215 $232.391 $+232.391 $
VanEck Merk Gold ETFOUNZ277.004 $+43.228 $233.776 $+33.315 $200.461 $+200.461 $
DEERE & CODE258.370 $+26.842 $231.528 $-25.242 $256.770 $+19.950 $236.820 $+236.820 $
ROPER TECHNOLOGIES INCROP206.988 $-28.287 $235.275 $-9.438 $244.713 $+244.713 $
MORGAN STANLEYMS243.465 $+23.061 $220.404 $+14.032 $206.372 $+206.372 $
SOUTHERN COSO236.915 $+75 $236.840 $+236.840 $
CVS HEALTH CorpCVS230.142 $+13.471 $216.671 $+216.671 $
TARGET CORPTGT225.501 $+12.577 $212.924 $+9.815 $203.109 $+203.109 $
BARCLAYS PLCBCS225.036 $+225.036 $
DARDEN RESTAURANTS INCDRI217.970 $+10.210 $207.760 $+207.760 $
Nebius Group N.V.NBIS207.673 $+207.673 $
BP PLCBP204.965 $+204.965 $
Ready Capital CorpRC87.856 $+87.856 $
989.288.457 $+51.185.547 $938.096.974 $+84.818.987 $854.231.972 $+59.651.439 $794.873.354 $+794.873.354 $
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