Investments: Investment Planning Advisors, Inc.

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. ($)
274.917.055 $+29.584.251 $245.115.783 $+39.351.904 $205.980.900 $+30.440.041 $175.540.859 $+175.540.859 $
BANK OF AMERICA CORP /DE/BAC259.685.724 $+28.397.492 $231.288.232 $+36.609.020 $194.679.212 $+28.675.306 $166.003.906 $+166.003.906 $
BlackRock, Inc.BLK2.738.065 $-239.752 $2.977.817 $+181.706 $2.796.111 $+95.560 $2.700.551 $+2.700.551 $
MORGAN STANLEYMS1.744.676 $+12.873 $1.731.803 $+176.182 $1.555.621 $-39.112 $1.594.733 $+1.594.733 $
BERKLEY W R CORPWRB1.290.699 $-242.237 $1.532.936 $+63.022 $1.469.914 $+46.216 $1.423.698 $+1.423.698 $
APPFOLIO INCAPPF1.397.872 $+189.885 $1.207.987 $+537.527 $670.460 $+35.064 $635.396 $+635.396 $
MICROSOFT CORPMSFT1.113.036 $-24.697 $1.137.733 $+142.240 $995.493 $+694.332 $301.161 $+301.161 $
JPMORGAN CHASE & COJPM930.241 $+122.205 $808.036 $+385.475 $422.561 $+110.394 $312.167 $+312.167 $
VICTORY CAPITAL MANAGEMENT INC445.450 $+9.036 $436.414 $-113.364 $549.778 $-262.688 $812.466 $+812.466 $
ALPHA PRO TECH LTDAPT791.537 $+267.779 $523.758 $+235.304 $288.454 $-9.570 $298.024 $+298.024 $
Walmart Inc.WMT777.463 $+100.800 $676.663 $+278.698 $397.965 $+83.677 $314.288 $+314.288 $
BERKSHIRE HATHAWAY INCBRK-B632.126 $+121.742 $510.384 $+146.542 $363.842 $+58.141 $305.701 $+305.701 $
NVIDIA CORPNVDA607.931 $+17.186 $590.745 $+162.244 $428.501 $+171.623 $256.878 $+256.878 $
SOUTHERN COSO559.420 $-20.615 $580.035 $+119.852 $460.183 $+116.788 $343.395 $+343.395 $
EXXON MOBIL CORPXOM353.873 $+35.545 $318.328 $+83.930 $234.398 $+234.398 $
MCDONALDS CORPMCD325.380 $+59.630 $265.750 $+265.750 $
AMAZON COM INCAMZN321.049 $+321.049 $
ORACLE CORPORCL212.208 $-95.741 $307.949 $+92.161 $215.788 $+215.788 $
UNITED PARCEL SERVICE INCUPS267.456 $+50.435 $217.021 $+217.021 $
JOHNSON & JOHNSONJNJ251.459 $+251.459 $
COCA COLA COKO250.224 $+29.011 $221.213 $-14.385 $235.598 $-2.897 $238.495 $+238.495 $
PROCTER & GAMBLE CoPG221.166 $+221.166 $
274.917.055 $+29.584.251 $245.115.783 $+39.351.904 $205.980.900 $+30.440.041 $175.540.859 $+175.540.859 $
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