Investments: Luminvest Wealth Management 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. ($)
172.162.378 $+28.940.700 $143.679.619 $+10.550.724 $133.128.895 $+20.508.253 $112.822.027 $+112.822.027 $
BANK OF AMERICA CORP /DE/BAC166.953.192 $+27.385.227 $139.567.965 $+10.042.213 $129.525.752 $+19.873.294 $109.652.458 $+109.652.458 $
NVIDIA CORPNVDA1.429.536 $+1.156.192 $273.344 $+41.885 $231.459 $+231.459 $
MICROSOFT CORPMSFT755.721 $-63.488 $819.209 $+8.116 $811.093 $+199.054 $612.039 $+612.039 $
BERKSHIRE HATHAWAY INCBRK-B711.752 $-128 $711.880 $+24.030 $687.850 $-66.283 $754.133 $+754.133 $
APPFOLIO INCAPPF461.664 $-92.720 $554.384 $+56.550 $497.834 $-165.293 $663.127 $+663.127 $
ALPHA PRO TECH LTDAPT475.155 $+106.113 $369.042 $-48.283 $417.325 $+69.839 $347.486 $+347.486 $
AbbVie Inc.ABBV349.818 $-4.670 $354.488 $+69.353 $285.135 $-35.640 $320.775 $+320.775 $
JOHNSON & JOHNSONJNJ337.709 $+35.133 $302.576 $+49.993 $252.583 $-18.041 $270.624 $+270.624 $
JPMORGAN CHASE & COJPM266.519 $-2.271 $268.790 $+58.005 $210.785 $+210.785 $
ORACLE CORPORCL248.691 $+248.691 $
EXXON MOBIL CORPXOM217.815 $+217.815 $
AMAZON COM INCAMZN209.250 $+171 $209.079 $+209.079 $
MICRON TECHNOLOGY INCMU203.497 $+203.497 $
PROCTER & GAMBLE CoPG201.385 $+201.385 $
172.162.378 $+28.940.700 $143.679.619 $+10.550.724 $133.128.895 $+20.508.253 $112.822.027 $+112.822.027 $
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