Investments: Meridian Financial Advisors, 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. ($)
156.727.884 $+6.047.914 $150.679.970 $+21.222.772 $129.457.198 $+9.700.740 $120.019.904 $+120.019.904 $
BANK OF AMERICA CORP /DE/BAC138.217.305 $+5.385.340 $132.831.965 $+19.487.994 $113.343.971 $+8.744.428 $104.599.543 $+104.599.543 $
MICROSOFT CORPMSFT3.471.025 $-281.613 $3.752.638 $+234.370 $3.518.268 $+839.044 $2.679.224 $+2.679.224 $
BlackRock, Inc.BLK2.018.983 $+417.736 $1.601.247 $-95.949 $1.697.196 $+51.428 $1.645.768 $+1.645.768 $
APPFOLIO INCAPPF1.904.005 $+97.501 $1.806.504 $+222.874 $1.583.630 $-315.942 $1.899.572 $+1.899.572 $
ALPHA PRO TECH LTDAPT1.421.692 $+308.643 $1.113.049 $+300.531 $812.518 $-113.471 $925.989 $+925.989 $
AMAZON COM INCAMZN1.105.859 $-35.905 $1.141.764 $-10.034 $1.151.798 $+156.738 $995.060 $+995.060 $
MORGAN STANLEYMS1.123.844 $+410.882 $712.962 $+227.315 $485.647 $+72.164 $413.483 $+413.483 $
JPMORGAN CHASE & COJPM923.286 $-53.093 $976.379 $+78.994 $897.385 $+138.086 $759.299 $+759.299 $
RTX CorpRTX476.657 $+46.786 $429.871 $+18.241 $411.630 $+38.225 $373.405 $+373.405 $
LOCKHEED MARTIN CORPLMT449.064 $-14.429 $463.493 $+33.490 $430.003 $+15.254 $414.749 $+414.749 $
JOHNSON & JOHNSONJNJ458.394 $-150 $458.544 $+58.950 $399.594 $-59.783 $459.377 $+459.377 $
MCDONALDS CORPMCD402.038 $+6.240 $395.798 $+15.264 $380.534 $-26.309 $406.843 $+406.843 $
BERKSHIRE HATHAWAY INCBRK-B381.511 $-69 $381.580 $+12.881 $368.699 $-35.529 $404.228 $+404.228 $
SOUTHERN COSO368.586 $-31.998 $400.584 $+12.427 $388.157 $-507 $388.664 $+388.664 $
ORACLE CORPORCL279.278 $-113.012 $392.290 $+87.332 $304.958 $+304.958 $
STRYKER CORPSYK350.143 $-16.283 $366.426 $-25.732 $392.158 $+23.175 $368.983 $+368.983 $
CVS HEALTH CorpCVS320.169 $-45.277 $365.446 $-10.968 $376.414 $+6.712 $369.702 $+369.702 $
VERIZON COMMUNICATIONS INCVZ272.633 $-50.922 $323.555 $+8.089 $315.466 $-26.863 $342.329 $+342.329 $
UNITED THERAPEUTICS CorpUTHR336.203 $+9.219 $326.984 $+102.851 $224.133 $-16.318 $240.451 $+240.451 $
PROCTER & GAMBLE CoPG251.469 $-18.144 $269.613 $-25.881 $295.494 $-20.587 $316.081 $+316.081 $
CHEVRON CORPCVX283.411 $-5.355 $288.766 $+22.500 $266.266 $-44.814 $311.080 $+311.080 $
BALL CorpBALL265.380 $-11.174 $276.554 $-31.100 $307.654 $+22.050 $285.604 $+285.604 $
UNITEDHEALTH GROUP INCUNH263.446 $+263.446 $
AbbVie Inc.ABBV256.458 $+513 $255.945 $+50.760 $205.185 $-33.123 $238.308 $+238.308 $
NEXTERA ENERGY INCNEE244.373 $+17.751 $226.622 $+18.222 $208.400 $-4.413 $212.813 $+212.813 $
NVIDIA CORPNVDA242.637 $+18.928 $223.709 $+223.709 $
Duke Energy CORPDUK223.655 $-18.419 $242.074 $+11.248 $230.826 $-7.766 $238.592 $+238.592 $
Avery Dennison CorpAVY223.935 $+8.050 $215.885 $-17.705 $233.590 $-3.328 $236.918 $+236.918 $
COCA COLA COKO228.227 $+14.829 $213.398 $-14.226 $227.624 $-2.769 $230.393 $+230.393 $
CYTOKINETICS INCCYTK227.664 $+1.339 $226.325 $+226.325 $
156.727.884 $+6.047.914 $150.679.970 $+21.222.772 $129.457.198 $+9.700.740 $120.019.904 $+120.019.904 $
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