Investments: ZynergyRetirementPlanningLLC

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. ($)
161.168.380 $+4.355.294 $157.229.769 $+9.155.958 $147.828.158 $+9.652.820 $139.227.178 $+139.227.178 $
BANK OF AMERICA CORP /DE/BAC158.320.052 $+3.668.286 $154.651.766 $+8.823.045 $145.828.721 $+9.866.711 $135.962.010 $+135.962.010 $
APPFOLIO INCAPPF1.453.364 $+92.112 $1.361.252 $+264.413 $1.096.839 $-241.906 $1.338.745 $+1.338.745 $
NVIDIA CORPNVDA829.739 $+573.005 $256.734 $+39.498 $217.236 $+46.553 $170.683 $+170.683 $
SPS COMMERCE INCSPSC363.416 $+21.809 $341.607 $+39.216 $302.391 $-116.494 $418.885 $+418.885 $
JPMORGAN CHASE & COJPM416.683 $+33.712 $382.971 $+97.956 $285.015 $+285.015 $
BlackRock, Inc.BLK201.809 $+82 $201.727 $-43.926 $245.653 $+245.653 $
ALPHA PRO TECH LTDAPT98.588 $+98.588 $
Duke Energy CORPDUK93.949 $+93.949 $
Parker-Hannifin CorpPH63.603 $+63.603 $
Walt Disney CoDIS52.690 $+52.690 $
EXXON MOBIL CORPXOM47.654 $+47.654 $
AMAZON COM INCAMZN41.245 $+41.245 $
ORACLE CORPORCL37.494 $+37.494 $
RTX CorpRTX31.823 $+31.823 $
BOEING COBA29.736 $+29.736 $
WELLTOWER INC.WELL27.222 $+27.222 $
NETFLIX INCNFLX26.740 $+26.740 $
BERKSHIRE HATHAWAY INCBRK-B22.664 $+22.664 $
VICTORY CAPITAL MANAGEMENT INC22.612 $+22.612 $
PROCTER & GAMBLE CoPG20.956 $+20.956 $
VERIZON COMMUNICATIONS INCVZ19.555 $+19.555 $
Royalty Pharma plcRPRX19.081 $+19.081 $
VALVOLINE INCVVV16.534 $+16.534 $
CITIGROUP INCC15.276 $+15.276 $
CONOCOPHILLIPSCOP15.074 $+15.074 $
FEDEX CORPFDX14.067 $+14.067 $
Otis Worldwide CorpOTIS12.965 $+12.965 $
AMGEN INCAMGN10.426 $+10.426 $
CARNIVAL CORPCCL10.342 $+10.342 $
INTEL CORPINTC9.905 $+9.905 $
TORONTO DOMINION BANKTD8.731 $+8.731 $
Smurfit Westrock plcSW8.348 $+8.348 $
PEPSICO INCPEP7.603 $+7.603 $
Phillips 66PSX7.519 $+7.519 $
3M COMMM5.809 $+5.809 $
AT&T INC.T2.414 $+2.414 $
PFIZER INCPFE1.565 $+1.565 $
ASTRAZENECA PLCAZN1.376 $+1.376 $
COMCAST CORPCMCSA938 $+938 $
Solventum CorpSOLV727 $+727 $
Medtronic plcMDT719 $+719 $
BECTON DICKINSON & COBDX227 $+227 $
FORD MOTOR COF10 $+10 $
161.168.380 $+4.355.294 $157.229.769 $+9.155.958 $147.828.158 $+9.652.820 $139.227.178 $+139.227.178 $
Erweiterte Einstellungen ×