Investments: Persium 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. ($)
138.007.360 $+5.233.582 $134.181.656 $+13.942.127 $120.239.529 $+16.464.309 $104.947.738 $+104.947.738 $
BANK OF AMERICA CORP /DE/BAC114.390.687 $+4.299.640 $110.091.047 $+11.227.671 $98.863.376 $+13.552.158 $85.311.218 $+85.311.218 $
APPFOLIO INCAPPF1.720.058 $+15.056 $1.705.002 $+357.651 $1.347.351 $+62.773 $1.284.578 $+1.284.578 $
ALPHA PRO TECH LTDAPT1.286.532 $+113.304 $1.173.228 $+272.645 $900.583 $+236.439 $664.144 $+664.144 $
MICROSOFT CORPMSFT1.202.763 $-3.543 $1.206.306 $+51.817 $1.154.489 $+271.196 $883.293 $+883.293 $
CONOCOPHILLIPSCOP533.390 $-632.810 $1.166.200 $+135.357 $1.030.843 $-104.633 $1.135.476 $+1.135.476 $
JPMORGAN CHASE & COJPM1.125.192 $+51.784 $1.073.408 $+68.580 $1.004.828 $+183.809 $821.019 $+821.019 $
LAM RESEARCH CORPLRCX1.123.968 $+194.166 $929.802 $+248.422 $681.380 $+215.518 $465.862 $+465.862 $
AT&T INC.T992.283 $-47.599 $1.039.882 $+11.036 $1.028.846 $-21.077 $1.049.923 $+1.049.923 $
AMAZON COM INCAMZN981.216 $-7.288 $988.504 $-1.603 $990.107 $+282.340 $707.767 $+707.767 $
Walmart Inc.WMT981.076 $+165.047 $816.029 $+80.821 $735.208 $+87.493 $647.715 $+647.715 $
BHP Group LtdBHP923.238 $+102.765 $820.473 $+158.178 $662.295 $+662.295 $
RTX CorpRTX920.485 $+87.182 $833.303 $+112.694 $720.609 $+76.986 $643.623 $+643.623 $
EXXON MOBIL CORPXOM915.065 $+128.295 $786.770 $+98.036 $688.734 $-32.101 $720.835 $+720.835 $
Medtronic plcMDT848.018 $+44.859 $803.159 $+110.506 $692.653 $+9.447 $683.206 $+683.206 $
VERIZON COMMUNICATIONS INCVZ837.857 $-6.730 $844.587 $+68.280 $776.307 $-10.099 $786.406 $+786.406 $
METLIFE INCMET829.502 $+32.490 $797.012 $+83.284 $713.728 $+38.329 $675.399 $+675.399 $
Duke Energy CORPDUK819.181 $-2.272 $821.453 $+69.675 $751.778 $+11.054 $740.724 $+740.724 $
PFIZER INCPFE788.907 $+22.825 $766.082 $+108.620 $657.462 $+162.470 $494.992 $+494.992 $
GENERAL DYNAMICS CORPGD763.882 $+22.548 $741.334 $+105.515 $635.819 $+59.040 $576.779 $+576.779 $
TotalEnergies SETTE753.885 $+32.921 $720.964 $+144.900 $576.064 $+576.064 $
UNITEDHEALTH GROUP INCUNH394.812 $-357.251 $752.063 $+163.376 $588.687 $-28.291 $616.978 $+616.978 $
BERKSHIRE HATHAWAY INCBRK-B749.954 $+44.610 $705.344 $+102.989 $602.355 $-22.361 $624.716 $+624.716 $
CVS HEALTH CorpCVS715.907 $-5.651 $721.558 $+100.048 $621.510 $+64.266 $557.244 $+557.244 $
Booking Holdings Inc.BKNG717.614 $+107.496 $610.118 $-67.223 $677.341 $+156.760 $520.581 $+520.581 $
Palo Alto Networks IncPANW660.541 $-36.654 $697.195 $+43.166 $654.029 $+143.303 $510.726 $+510.726 $
MCDONALDS CORPMCD673.303 $+50.025 $623.278 $+48.872 $574.406 $-7.852 $582.258 $+582.258 $
SYSCO CORPSYY638.524 $-17.643 $656.167 $+95.918 $560.249 $+30.091 $530.158 $+530.158 $
COMCAST CORPCMCSA655.641 $+3.763 $651.878 $+46.681 $605.197 $+605.197 $
RIO TINTO PLCRIO525.460 $+525.460 $
NICOLET BANKSHARES INCNIC437.314 $+437.314 $
Phillips 66PSX376.410 $-18.320 $394.730 $+48.521 $346.209 $-12.130 $358.339 $+358.339 $
ELI LILLY & CoLLY365.391 $+365.391 $
NVIDIA CORPNVDA269.679 $+269.679 $
CARMAX INCKMX240.341 $+240.341 $
COCA COLA COKO221.584 $+11.840 $209.744 $+209.744 $
Mastercard IncMA208.096 $+2.591 $205.505 $+205.505 $
138.007.360 $+5.233.582 $134.181.656 $+13.942.127 $120.239.529 $+16.464.309 $104.947.738 $+104.947.738 $
Erweiterte Einstellungen ×