Investments: VESTIA PERSONAL WEALTH ADVISORS

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. ($)
32.072.703 $+1.110.742 $31.266.428 $+1.932.201 $29.535.571 $+3.623.925 $25.911.646 $+25.911.646 $
BANK OF AMERICA CORP /DE/BAC13.015.552 $+222.749 $12.792.803 $-201.332 $12.994.135 $+1.699.582 $11.294.553 $+11.294.553 $
BARCLAYS PLCBCS3.700.367 $-160.011 $3.860.378 $+98.412 $3.761.966 $+242.969 $3.518.997 $+3.518.997 $
APPFOLIO INCAPPF2.501.349 $-33.153 $2.534.502 $+629.609 $1.904.893 $-145.321 $2.050.214 $+2.050.214 $
ALPHA PRO TECH LTDAPT1.762.475 $+496.741 $1.265.734 $+422.004 $843.730 $+156.951 $686.779 $+686.779 $
NVIDIA CORPNVDA1.578.383 $+105.010 $1.473.373 $+286.134 $1.187.239 $+473.825 $713.414 $+713.414 $
MICROSOFT CORPMSFT1.293.703 $-195.350 $1.489.053 $+207.224 $1.281.829 $+382.388 $899.441 $+899.441 $
AMAZON COM INCAMZN1.172.510 $+140.311 $1.032.199 $+3.260 $1.028.939 $+154.314 $874.625 $+874.625 $
ELI LILLY & CoLLY770.295 $+242.034 $528.261 $-17.343 $545.604 $-27.655 $573.259 $+573.259 $
CATERPILLAR INCCAT694.629 $+143.536 $551.093 $+160.742 $390.351 $+68.792 $321.559 $+321.559 $
Strategy IncMSTR287.734 $-379.650 $667.384 $+191.450 $475.934 $+475.934 $
JOHNSON & JOHNSONJNJ610.769 $+96.807 $513.962 $+93.951 $420.011 $-21.764 $441.775 $+441.775 $
ORACLE CORPORCL279.423 $-181.930 $461.353 $+112.494 $348.859 $+99.537 $249.322 $+249.322 $
NETFLIX INCNFLX274.006 $-107.251 $381.257 $-43.247 $424.504 $+133.555 $290.949 $+290.949 $
EXXON MOBIL CORPXOM403.590 $+70.234 $333.356 $+17.444 $315.912 $-21.074 $336.986 $+336.986 $
BERKSHIRE HATHAWAY INCBRK-B370.130 $-32.565 $402.695 $+24.766 $377.929 $-14.050 $391.979 $+391.979 $
JPMORGAN CHASE & COJPM390.958 $-6.542 $397.500 $+115.702 $281.798 $+58.919 $222.879 $+222.879 $
HERSHEY COHSY395.669 $+17.267 $378.402 $+43.017 $335.385 $-9.240 $344.625 $+344.625 $
MORGAN STANLEYMS388.945 $+1.471 $387.474 $+10.834 $376.640 $+9.067 $367.573 $+367.573 $
Walmart Inc.WMT386.599 $+57.876 $328.723 $+19.965 $308.758 $+33.790 $274.968 $+274.968 $
CHEVRON CORPCVX386.313 $+4.765 $381.548 $+71.398 $310.150 $-51.866 $362.016 $+362.016 $
MPLX LPMPLX357.080 $+34.403 $322.677 $+322.677 $
BOSTON SCIENTIFIC CORPBSX279.257 $-17.929 $297.186 $-27.514 $324.700 $+20.143 $304.557 $+304.557 $
PROCTER & GAMBLE CoPG265.929 $-26.391 $292.320 $+17.918 $274.402 $-5.627 $280.029 $+280.029 $
COCA COLA COKO275.004 $+31.550 $243.454 $-8.033 $251.487 $-26.784 $278.271 $+278.271 $
Palo Alto Networks IncPANW218.077 $-1.297 $219.374 $+219.374 $
NUCOR CORPNUE209.762 $+209.762 $
COLGATE PALMOLIVE COCL203.098 $+1.754 $201.344 $-6.108 $207.452 $+207.452 $
FS Credit Opportunities Corp.FSCO106.908 $-4.406 $111.314 $-46.934 $158.248 $+8.758 $149.490 $+149.490 $
32.072.703 $+1.110.742 $31.266.428 $+1.932.201 $29.535.571 $+3.623.925 $25.911.646 $+25.911.646 $
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