Investments: Squire Investment Management Company, 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. ($)
136.688.363 $+12.704.657 $123.983.706 $+14.831.234 $109.152.472 $+15.390.396 $93.762.076 $+93.762.076 $
BANK OF AMERICA CORP /DE/BAC88.463.797 $+8.371.271 $80.092.526 $+8.268.328 $71.824.198 $+8.115.898 $63.708.300 $+63.708.300 $
MORGAN STANLEYMS36.204.770 $+2.986.747 $33.218.023 $+4.822.544 $28.395.479 $+6.391.397 $22.004.082 $+22.004.082 $
BlackRock, Inc.BLK5.336.843 $+236.248 $5.100.595 $+592.317 $4.508.278 $+188.957 $4.319.321 $+4.319.321 $
APPFOLIO INCAPPF2.252.671 $+138.332 $2.114.339 $+646.617 $1.467.722 $-49.141 $1.516.863 $+1.516.863 $
NVIDIA CORPNVDA983.623 $+260.638 $722.985 $+123.914 $599.071 $+332.275 $266.796 $+266.796 $
JPMORGAN CHASE & COJPM741.106 $-36.429 $777.535 $+62.907 $714.628 $+112.416 $602.212 $+602.212 $
AMAZON COM INCAMZN558.815 $+285.011 $273.804 $+30.720 $243.084 $+243.084 $
ALPHA PRO TECH LTDAPT458.522 $+458.522 $
MICROSOFT CORPMSFT425.180 $+427 $424.753 $+42.742 $382.011 $+135.755 $246.256 $+246.256 $
BERKSHIRE HATHAWAY INCBRK-B332.252 $+4.968 $327.284 $+8.133 $319.151 $-27.026 $346.177 $+346.177 $
CHEVRON CORPCVX250.296 $-16.515 $266.811 $+27.891 $238.920 $-50.703 $289.623 $+289.623 $
COLGATE PALMOLIVE COCL216.910 $+1.472 $215.438 $-32.083 $247.521 $-9.217 $256.738 $+256.738 $
AbbVie Inc.ABBV236.830 $+4.371 $232.459 $+232.459 $
3M COMMM226.748 $+9.594 $217.154 $+4.745 $212.409 $+6.701 $205.708 $+205.708 $
136.688.363 $+12.704.657 $123.983.706 $+14.831.234 $109.152.472 $+15.390.396 $93.762.076 $+93.762.076 $
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