Investments: KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

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. ($)
231.027.650 $+13.459.077 $217.568.573 $+19.032.169 $198.536.404 $+22.603.720 $175.932.684 $+175.932.684 $
BANK OF AMERICA CORP /DE/BAC200.113.691 $+9.147.292 $190.966.399 $+15.535.429 $175.430.970 $+19.087.444 $156.343.526 $+156.343.526 $
BlackRock, Inc.BLK11.205.709 $+1.318.631 $9.887.078 $+1.507.136 $8.379.942 $+1.337.672 $7.042.270 $+7.042.270 $
NVIDIA CORPNVDA6.423.077 $-87.271 $6.510.348 $+819.067 $5.691.281 $+1.611.116 $4.080.165 $+4.080.165 $
APPFOLIO INCAPPF4.651.163 $+2.534.256 $2.116.907 $+417.594 $1.699.313 $-96.653 $1.795.966 $+1.795.966 $
BERKSHIRE HATHAWAY INCBRK-B1.454.669 $-41.485 $1.496.154 $+54.874 $1.441.280 $-128.176 $1.569.456 $+1.569.456 $
ALPHA PRO TECH LTDAPT1.390.707 $+310.541 $1.080.166 $+306.797 $773.369 $+99.585 $673.784 $+673.784 $
MICROSOFT CORPMSFT1.106.247 $-78.173 $1.184.420 $-51.717 $1.236.137 $+377.624 $858.513 $+858.513 $
AMAZON COM INCAMZN1.012.960 $+49.152 $963.808 $+5.836 $957.972 $+133.222 $824.750 $+824.750 $
JPMORGAN CHASE & COJPM652.975 $+17.276 $635.699 $+58.132 $577.567 $+96.273 $481.294 $+481.294 $
TORO COTTC416.713 $+14.469 $402.244 $+30.177 $372.067 $-87.110 $459.177 $+459.177 $
RTX CorpRTX384.498 $+33.698 $350.800 $+44.683 $306.117 $+28.454 $277.663 $+277.663 $
CHEVRON CORPCVX316.163 $-7.556 $323.719 $+24.882 $298.837 $-48.975 $347.812 $+347.812 $
MIDDLEFIELD BANC CORPMBCN313.071 $+41.060 $272.011 $-10.421 $282.432 $+7.044 $275.388 $+275.388 $
AbbVie Inc.ABBV267.193 $-3.460 $270.653 $+57.114 $213.539 $-21.892 $235.431 $+235.431 $
AMEREN CORPAEE239.764 $-10.852 $250.616 $+20.120 $230.496 $-8.784 $239.280 $+239.280 $
SOUTHERN COSO216.169 $-21.230 $237.399 $+7.640 $229.759 $+2.299 $227.460 $+227.460 $
JOHNSON & JOHNSONJNJ233.130 $+26.664 $206.466 $+206.466 $
STIFEL FINANCIAL CORPSF215.504 $+215.504 $
Mastercard IncMA212.761 $+472 $212.289 $+4.508 $207.781 $+207.781 $
PROCTER & GAMBLE CoPG201.486 $+89 $201.397 $-6.148 $207.545 $+6.796 $200.749 $+200.749 $
231.027.650 $+13.459.077 $217.568.573 $+19.032.169 $198.536.404 $+22.603.720 $175.932.684 $+175.932.684 $
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