Investments: Sagace 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. ($)
95.685.085 $+410.443 $95.274.642 $+9.616.969 $86.666.812 $+830.541 $85.836.271 $+85.836.271 $
BANK OF AMERICA CORP /DE/BAC69.514.593 $-121.398 $69.635.991 $+6.878.552 $62.757.439 $-6.293.766 $69.051.205 $+69.051.205 $
BlackRock, Inc.BLK14.821.098 $+378.450 $14.442.648 $+617.049 $13.825.599 $+2.382.779 $11.442.820 $+11.442.820 $
ISHARES GOLD TRUSTIAU2.871.226 $+185.067 $2.686.159 $+502.062 $2.184.097 $+2.184.097 $
iShares Bitcoin Trust ETFIBIT1.979.248 $-483.017 $2.462.265 $+262.928 $2.199.337 $+2.199.337 $
APPFOLIO INCAPPF1.772.916 $+175.926 $1.596.990 $+583.861 $1.013.129 $-300.446 $1.313.575 $+1.313.575 $
AMAZON COM INCAMZN737.701 $+31.344 $706.357 $-37.375 $743.732 $+157.921 $585.811 $+585.811 $
NETFLIX INCNFLX466.925 $-124.143 $591.068 $-79.836 $670.904 $+204.639 $466.265 $+466.265 $
JOHNSON & JOHNSONJNJ501.233 $+45.841 $455.392 $-16.911 $472.303 $-131.520 $603.823 $+603.823 $
MICROSOFT CORPMSFT490.391 $-13.574 $503.965 $-6.378 $510.343 $+73.764 $436.579 $+436.579 $
CITIGROUP INCC446.339 $+59.928 $386.411 $+386.411 $
PROCTER & GAMBLE CoPG309.693 $-17.428 $327.121 $-85.199 $412.320 $-30.261 $442.581 $+442.581 $
Mastercard IncMA424.265 $-2.172 $426.437 $+426.437 $
EXXON MOBIL CORPXOM416.497 $+28.073 $388.424 $+26.755 $361.669 $-9.036 $370.705 $+370.705 $
BERKSHIRE HATHAWAY INCBRK-B400.109 $-72 $400.181 $+400.181 $
KLA CORPKLAC327.841 $+79.714 $248.127 $+248.127 $
3M COMMM258.241 $+9.487 $248.754 $-8.379 $257.133 $+33.759 $223.374 $+223.374 $
INTUITIVE SURGICAL INCISRG257.033 $+257.033 $
GENERAL ELECTRIC COGE232.871 $+5.150 $227.721 $-21.947 $249.668 $+24.699 $224.969 $+224.969 $
CATERPILLAR INCCAT236.595 $+21.400 $215.195 $+215.195 $
Parker-Hannifin CorpPH229.409 $+229.409 $
95.685.085 $+410.443 $95.274.642 $+9.616.969 $86.666.812 $+830.541 $85.836.271 $+85.836.271 $
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