Investments: HERITAGE OAK WEALTH 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. ($)
259.697.211 $+9.620.924 $250.620.357 $+14.695.366 $235.924.991 $+30.362.493 $206.179.454 $+206.179.454 $
BANK OF AMERICA CORP /DE/BAC107.589.032 $-7.562.210 $115.151.242 $+14.036.619 $101.114.623 $+21.938.154 $79.176.469 $+79.176.469 $
Walmart Inc.WMT98.072.806 $+3.290.989 $94.781.817 $+297.650 $94.484.167 $+11.714.549 $82.769.618 $+82.769.618 $
MORGAN STANLEYMS15.255.969 $+2.699.123 $12.556.846 $+366.790 $12.190.056 $+696.146 $11.493.910 $+11.493.910 $
BlackRock, Inc.BLK6.336.118 $-1.333.982 $7.670.100 $-4.278.781 $11.948.881 $-1.883.795 $13.832.676 $+13.832.676 $
ASSETMARK, INC11.683.597 $+11.683.597 $
SPS COMMERCE INCSPSC4.389.530 $+415.020 $3.974.510 $-228.181 $4.202.691 $-2.898.519 $7.101.210 $+7.101.210 $
APPFOLIO INCAPPF4.473.569 $+420.661 $4.052.908 $+829.521 $3.223.387 $-536.714 $3.760.101 $+3.760.101 $
CITIGROUP INCC2.156.071 $-1.353.686 $3.509.757 $+1.609.884 $1.899.873 $+429.235 $1.470.638 $+1.470.638 $
HUMANA INCHUM854.952 $-7.753 $862.705 $-675.112 $1.537.817 $-120.167 $1.657.984 $+1.657.984 $
PEPSICO INCPEP1.422.234 $+50.882 $1.371.352 $+63.802 $1.307.550 $+271.662 $1.035.888 $+1.035.888 $
BERKSHIRE HATHAWAY INCBRK-B1.233.323 $+8.558 $1.224.765 $+1.008.112 $216.653 $-12.356 $229.009 $+229.009 $
AMAZON COM INCAMZN1.222.654 $+76.499 $1.146.155 $+284.610 $861.545 $+123.526 $738.019 $+738.019 $
ADVANCED MICRO DEVICES INCAMD1.110.420 $+1.110.420 $
ALPHA PRO TECH LTDAPT954.493 $+317.207 $637.286 $+331.573 $305.713 $+50.476 $255.237 $+255.237 $
NVIDIA CORPNVDA806.053 $+16.073 $789.980 $+154.386 $635.594 $+167.067 $468.527 $+468.527 $
MICROSOFT CORPMSFT766.003 $-24.285 $790.288 $+72.667 $717.621 $+191.840 $525.781 $+525.781 $
NETFLIX INCNFLX279.780 $-168.616 $448.396 $-83.239 $531.635 $+250.943 $280.692 $+280.692 $
Mastercard IncMA515.505 $-974 $516.479 $+11.295 $505.184 $+14.617 $490.567 $+490.567 $
PALATIN TECHNOLOGIES INCPTNT398.770 $+398.770 $
ELI LILLY & CoLLY337.797 $+337.797 $
JOHNSON & JOHNSONJNJ331.181 $+27.223 $303.958 $+61.957 $242.001 $-34.171 $276.172 $+276.172 $
JPMORGAN CHASE & COJPM243.921 $-43.822 $287.743 $+287.743 $
UNITEDHEALTH GROUP INCUNH279.159 $+279.159 $
Planet Labs PBCPL129.800 $+129.800 $
Draganfly Inc.DPRO15.500 $+15.500 $
259.697.211 $+9.620.924 $250.620.357 $+14.695.366 $235.924.991 $+30.362.493 $206.179.454 $+206.179.454 $
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