Investments: Paul R. Ried Financial Group, 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. ($)
137.190.992 $+10.680.797 $126.510.195 $+24.730.748 $101.779.447 $+14.591.427 $87.188.020 $+87.188.020 $
BANK OF AMERICA CORP /DE/BAC55.439.192 $+12.920.943 $42.518.249 $+8.523.776 $33.994.473 $+2.422.521 $31.571.952 $+31.571.952 $
MORGAN STANLEYMS33.249.833 $+476.435 $32.773.398 $+10.354.820 $22.418.578 $+5.614.897 $16.803.681 $+16.803.681 $
MICROSOFT CORPMSFT26.516.226 $-2.674.457 $29.190.683 $+2.168.563 $27.022.120 $+6.799.429 $20.222.691 $+20.222.691 $
APPFOLIO INCAPPF8.450.672 $-1.144.291 $9.594.963 $+1.707.369 $7.887.594 $-2.087.005 $9.974.599 $+9.974.599 $
BOEING COBA3.910.548 $+38.558 $3.871.990 $+241.254 $3.630.736 $+973.567 $2.657.169 $+2.657.169 $
AMAZON COM INCAMZN2.511.322 $+232.625 $2.278.697 $-133.057 $2.411.754 $+320.226 $2.091.528 $+2.091.528 $
STARBUCKS CORPSBUX1.806.810 $-19.789 $1.826.599 $-142.530 $1.969.129 $-155.598 $2.124.727 $+2.124.727 $
Cambridge Investment Research Advisors, Inc.1.833.265 $+37.189 $1.796.076 $+1.796.076 $
ORACLE CORPORCL592.331 $-262.357 $854.688 $+190.271 $664.417 $+244.987 $419.430 $+419.430 $
NVIDIA CORPNVDA616.942 $+171.016 $445.926 $-168.655 $614.581 $+200.353 $414.228 $+414.228 $
JPMORGAN CHASE & COJPM394.720 $+49.324 $345.396 $-14.092 $359.488 $+62.430 $297.058 $+297.058 $
BERKSHIRE HATHAWAY INCBRK-B332.754 $+38.651 $294.103 $-57.109 $351.212 $-33.843 $385.055 $+385.055 $
ALPHA PRO TECH LTDAPT337.727 $+120.396 $217.331 $+217.331 $
GOLDMAN SACHS GROUP INCGS272.490 $+25.621 $246.869 $+11.896 $234.973 $+234.973 $
SPS COMMERCE INCSPSC255.224 $-3 $255.227 $+34.835 $220.392 $-5.510 $225.902 $+225.902 $
JOHNSON & JOHNSONJNJ246.834 $+246.834 $
Walmart Inc.WMT216.915 $+216.915 $
AMGEN INCAMGN207.187 $+207.187 $
137.190.992 $+10.680.797 $126.510.195 $+24.730.748 $101.779.447 $+14.591.427 $87.188.020 $+87.188.020 $
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