Investments: Concord Asset Management, LLC/VA

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. ($)
495.702.519 $+21.988.602 $473.713.917 $-63.479.291 $539.996.046 $+142.809.851 $397.186.195 $+397.186.195 $
BANK OF AMERICA CORP /DE/BAC277.014.051 $+10.822.732 $266.191.319 $-40.875.173 $307.066.492 $+78.386.615 $228.679.877 $+228.679.877 $
BlackRock, Inc.BLK37.178.987 $+1.103.939 $36.075.048 $-2.038.286 $38.113.334 $+7.258.519 $30.854.815 $+30.854.815 $
NVIDIA CORPNVDA17.536.969 $+132.972 $17.403.997 $-15.219.502 $32.623.499 $+22.776.469 $9.847.030 $+9.847.030 $
MICROSOFT CORPMSFT14.705.485 $-436.985 $15.142.470 $-4.248.611 $19.391.081 $+8.840.387 $10.550.694 $+10.550.694 $
APPFOLIO INCAPPF15.785.205 $+1.033.164 $14.752.041 $+638.759 $14.113.282 $+499.198 $13.614.084 $+13.614.084 $
ALPHA PRO TECH LTDAPT11.552.759 $+2.587.970 $8.964.789 $+1.574.112 $7.390.677 $+1.599.116 $5.791.561 $+5.791.561 $
AMAZON COM INCAMZN9.056.454 $+587.639 $8.468.815 $-1.206.268 $9.675.083 $+2.996.676 $6.678.407 $+6.678.407 $
JPMORGAN CHASE & COJPM8.574.460 $+355.993 $8.218.467 $-230.519 $8.448.986 $+2.002.012 $6.446.974 $+6.446.974 $
MORGAN STANLEYMS5.474.212 $+481.379 $4.992.833 $+398.713 $4.594.120 $+758.423 $3.835.697 $+3.835.697 $
BERKSHIRE HATHAWAY INCBRK-B4.159.429 $+88.743 $4.070.686 $-1.224.352 $5.295.038 $+1.049.476 $4.245.562 $+4.245.562 $
GOLDMAN SACHS GROUP INCGS5.089.806 $+543.553 $4.546.253 $+467.325 $4.078.928 $+1.188.344 $2.890.584 $+2.890.584 $
COCA COLA COKO4.264.538 $+280.480 $3.984.058 $-364.045 $4.348.103 $+81.546 $4.266.557 $+4.266.557 $
CATERPILLAR INCCAT4.304.539 $+644.639 $3.659.900 $-96.579 $3.756.479 $+1.096.859 $2.659.620 $+2.659.620 $
EXXON MOBIL CORPXOM4.087.746 $+335.594 $3.752.152 $-228.101 $3.980.253 $+471.427 $3.508.826 $+3.508.826 $
SOUTHERN COSO3.111.581 $-190.851 $3.302.432 $-784.396 $4.086.828 $+516.253 $3.570.575 $+3.570.575 $
LOCKHEED MARTIN CORPLMT4.008.215 $-46.193 $4.054.408 $+175.446 $3.878.962 $+109.888 $3.769.074 $+3.769.074 $
NEXTERA ENERGY INCNEE3.669.352 $+185.771 $3.483.581 $-394.369 $3.877.950 $+189.471 $3.688.479 $+3.688.479 $
JOHNSON & JOHNSONJNJ3.752.462 $+369.104 $3.383.358 $+199.337 $3.184.021 $+119.883 $3.064.138 $+3.064.138 $
PROCTER & GAMBLE CoPG2.624.334 $-57.140 $2.681.474 $-770.354 $3.451.828 $+811.391 $2.640.437 $+2.640.437 $
ELI LILLY & CoLLY3.441.130 $+962.904 $2.478.226 $-368.700 $2.846.926 $+327.065 $2.519.861 $+2.519.861 $
Mastercard IncMA3.149.551 $+114.377 $3.035.174 $-206.690 $3.241.864 $+616.168 $2.625.696 $+2.625.696 $
STEEL DYNAMICS INCSTLD3.175.712 $+566.510 $2.609.202 $+313.448 $2.295.754 $+260.683 $2.035.071 $+2.035.071 $
MCKESSON CORPMCK3.113.003 $+191.255 $2.921.748 $+306.453 $2.615.295 $-499.240 $3.114.535 $+3.114.535 $
CONOCOPHILLIPSCOP2.999.624 $-26.179 $3.025.803 $+157.992 $2.867.811 $-59.251 $2.927.062 $+2.927.062 $
AMGEN INCAMGN2.982.502 $+405.062 $2.577.440 $-65.965 $2.643.405 $+208.512 $2.434.893 $+2.434.893 $
CVS HEALTH CorpCVS2.914.797 $+198.537 $2.716.260 $+365.546 $2.350.714 $+2.350.714 $
LAM RESEARCH CORPLRCX2.890.897 $+580.580 $2.310.317 $+606.641 $1.703.676 $+654.459 $1.049.217 $+1.049.217 $
Walt Disney CoDIS2.856.767 $+104.872 $2.751.895 $+810.547 $1.941.348 $+803.436 $1.137.912 $+1.137.912 $
Walmart Inc.WMT2.784.702 $+268.483 $2.516.219 $-208.294 $2.724.513 $+396.463 $2.328.050 $+2.328.050 $
Duke Energy CORPDUK1.380.880 $-113.619 $1.494.499 $-1.173.400 $2.667.899 $+544.888 $2.123.011 $+2.123.011 $
Eaton Corp plcETN2.382.145 $-269.798 $2.651.943 $+124.791 $2.527.152 $+567.752 $1.959.400 $+1.959.400 $
COMCAST CORPCMCSA1.205.664 $+68.306 $1.137.358 $-1.394.842 $2.532.200 $+242.064 $2.290.136 $+2.290.136 $
WILLIAMS SONOMA INCWSM2.195.595 $-125.772 $2.321.367 $+165.613 $2.155.754 $+276.897 $1.878.857 $+1.878.857 $
UNITEDHEALTH GROUP INCUNH1.747.941 $-36.919 $1.784.860 $+182.270 $1.602.590 $-595.048 $2.197.638 $+2.197.638 $
MCDONALDS CORPMCD1.971.598 $+47.531 $1.924.067 $-211.723 $2.135.790 $+161.377 $1.974.413 $+1.974.413 $
KLA CORPKLAC2.024.328 $+216.592 $1.807.736 $+374.525 $1.433.211 $+251.711 $1.181.500 $+1.181.500 $
ORACLE CORPORCL1.794.342 $-214.555 $2.008.897 $+1.486.575 $522.322 $+522.322 $
INTUITIVE SURGICAL INCISRG1.776.671 $+353.138 $1.423.533 $-487.640 $1.911.173 $+489.833 $1.421.340 $+1.421.340 $
VERIZON COMMUNICATIONS INCVZ1.348.753 $-97.596 $1.446.349 $-246.610 $1.692.959 $+499.978 $1.192.981 $+1.192.981 $
Palo Alto Networks IncPANW1.594.067 $-94.961 $1.689.028 $+425.990 $1.263.038 $+240.157 $1.022.881 $+1.022.881 $
AbbVie Inc.ABBV1.283.880 $-18.934 $1.302.814 $-137.483 $1.440.297 $+366.029 $1.074.268 $+1.074.268 $
CITIGROUP INCC1.435.965 $+181.949 $1.254.016 $+186.228 $1.067.788 $+257.030 $810.758 $+810.758 $
COLGATE PALMOLIVE COCL1.352.042 $+9.283 $1.342.759 $+24.302 $1.318.457 $-94.809 $1.413.266 $+1.413.266 $
CHEVRON CORPCVX1.143.197 $-14.526 $1.157.723 $-169.202 $1.326.925 $+255.806 $1.071.119 $+1.071.119 $
AFLAC INCAFL1.255.671 $-12.268 $1.267.939 $-56.457 $1.324.396 $+219.569 $1.104.827 $+1.104.827 $
SYNOPSYS INCSNPS1.219.666 $+222.781 $996.885 $+996.885 $
PEPSICO INCPEP1.002.970 $+6.871 $996.099 $-176.386 $1.172.485 $+195.943 $976.542 $+976.542 $
PFIZER INCPFE1.040.045 $-27.811 $1.067.856 $-11.325 $1.079.181 $-729 $1.079.910 $+1.079.910 $
DARDEN RESTAURANTS INCDRI831.720 $-3.296 $835.016 $+165.194 $669.822 $+669.822 $
LINDE PLCLIN439.424 $-32.108 $471.532 $+31.148 $440.384 $+28.241 $412.143 $+412.143 $
STRYKER CORPSYK382.000 $+382.000 $
RTX CorpRTX333.030 $+333.030 $
XCEL ENERGY INCXEL236.352 $-21.809 $258.161 $-64.974 $323.135 $+94.103 $229.032 $+229.032 $
CSX CORPCSX239.113 $+239.113 $
GENERAL ELECTRIC COGE217.179 $+217.179 $
SPS COMMERCE INCSPSC207.110 $+207.110 $
Accenture plcACN204.740 $+204.740 $
495.702.519 $+21.988.602 $473.713.917 $-63.479.291 $539.996.046 $+142.809.851 $397.186.195 $+397.186.195 $
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