Investments: LifeWealth Investments, 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. ($)
290.081.940 $+16.629.400 $273.672.410 $+28.346.589 $246.809.610 $+61.015.656 $186.016.564 $+186.016.564 $
BANK OF AMERICA CORP /DE/BAC171.267.076 $+11.767.462 $159.499.614 $+12.684.690 $146.814.924 $+31.515.380 $115.299.544 $+115.299.544 $
BlackRock, Inc.BLK33.770.327 $+3.510.838 $30.259.489 $+3.463.298 $26.796.191 $+3.375.179 $23.421.012 $+23.421.012 $
MORGAN STANLEYMS16.177.113 $-1.450.568 $17.627.681 $-431.589 $18.059.270 $+1.379.789 $16.679.481 $+16.679.481 $
GOLDMAN SACHS GROUP INCGS16.385.555 $+1.704.059 $14.681.496 $+2.428.725 $12.252.771 $+12.004.753 $248.018 $+248.018 $
APPFOLIO INCAPPF10.313.511 $+818.090 $9.495.421 $+1.385.332 $8.110.089 $+598.995 $7.511.094 $+7.511.094 $
ISHARES GOLD TRUSTIAU9.131.184 $+592.821 $8.538.363 $+1.307.355 $7.231.008 $+1.835.474 $5.395.534 $+5.395.534 $
NVIDIA CORPNVDA6.325.617 $-1.515.472 $7.841.089 $+3.256.639 $4.584.450 $+1.920.215 $2.664.235 $+2.664.235 $
MICROSOFT CORPMSFT4.860.758 $-163.954 $5.024.712 $+531.810 $4.492.902 $+1.781.760 $2.711.142 $+2.711.142 $
AMAZON COM INCAMZN4.700.880 $+234.953 $4.465.927 $+639.034 $3.826.893 $+887.884 $2.939.009 $+2.939.009 $
ALPHA PRO TECH LTDAPT4.421.972 $+864.872 $3.557.100 $+1.003.097 $2.554.003 $+592.238 $1.961.765 $+1.961.765 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.306.745 $-109.764 $1.416.509 $+629.256 $787.253 $+584.050 $203.203 $+203.203 $
HARBOUR INVESTMENTS, INC.1.206.731 $-95.918 $1.302.649 $+989.838 $312.811 $+68.769 $244.042 $+244.042 $
COMMONWEALTH EQUITY SERVICES, LLC1.238.723 $+748.270 $490.453 $+490.453 $
BARCLAYS PLCBCS832.788 $-283.421 $1.116.209 $+19.822 $1.096.387 $+366.001 $730.386 $+730.386 $
NETFLIX INCNFLX510.429 $-510.423 $1.020.852 $-94.643 $1.115.495 $+474.847 $640.648 $+640.648 $
PROCTER & GAMBLE CoPG867.169 $-113.793 $980.962 $-39.005 $1.019.967 $+95.495 $924.472 $+924.472 $
Walt Disney CoDIS550.419 $-120.287 $670.706 $-149.708 $820.414 $+233.124 $587.290 $+587.290 $
LOCKHEED MARTIN CORPLMT766.270 $-52.916 $819.186 $+137.246 $681.940 $+355.399 $326.541 $+326.541 $
ELI LILLY & CoLLY773.781 $+239.970 $533.811 $+2.166 $531.645 $+59.210 $472.435 $+472.435 $
PALATIN TECHNOLOGIES INCPTNT423.401 $-148.309 $571.710 $+148.709 $423.001 $+202.379 $220.622 $+220.622 $
DEERE & CODE504.212 $+8.789 $495.423 $-50.695 $546.118 $+42.036 $504.082 $+504.082 $
GENERAL ELECTRIC COGE513.212 $-27.110 $540.322 $+125.563 $414.759 $+166.113 $248.646 $+248.646 $
ORACLE CORPORCL345.190 $-159.216 $504.406 $+74.526 $429.880 $+429.880 $
Walmart Inc.WMT484.411 $+235.315 $249.096 $+47.474 $201.622 $+201.622 $
AbbVie Inc.ABBV458.676 $+120.837 $337.839 $+72.946 $264.893 $-5.830 $270.723 $+270.723 $
Mastercard IncMA420.174 $+12.993 $407.181 $+8.095 $399.086 $+86.654 $312.432 $+312.432 $
EXXON MOBIL CORPXOM397.050 $+103.910 $293.140 $-19.543 $312.683 $+312.683 $
BERKSHIRE HATHAWAY INCBRK-B352.760 $+138.304 $214.456 $-45.528 $259.984 $+259.984 $
NEXTERA ENERGY INCNEE331.958 $+25.846 $306.112 $+23.295 $282.817 $-5.989 $288.806 $+288.806 $
FEDEX CORPFDX290.304 $+52.926 $237.378 $+3.931 $233.447 $-16.915 $250.362 $+250.362 $
CATERPILLAR INCCAT266.385 $+44.510 $221.875 $+221.875 $
INTUITIVE SURGICAL INCISRG249.765 $+27.939 $221.826 $-12.384 $234.210 $+234.210 $
JPMORGAN CHASE & COJPM245.066 $-2.911 $247.977 $+247.977 $
CINTAS CORPCTAS219.870 $-15.038 $234.908 $+234.908 $
WOLVERINE TRADING, LLC226.640 $+226.640 $
WELLS FARGO & COMPANY/MNWFC222.610 $+222.610 $
CARDINAL HEALTH INCCAH220.917 $+220.917 $
LAM RESEARCH CORPLRCX214.833 $+214.833 $
COCA COLA COKO213.727 $+213.727 $
290.081.940 $+16.629.400 $273.672.410 $+28.346.589 $246.809.610 $+61.015.656 $186.016.564 $+186.016.564 $
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