Investments: Level 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. ($)
76.792.124 $-3.302.790 $80.148.786 $+6.754.252 $73.394.534 $+20.179.697 $53.438.697 $+53.438.697 $
BANK OF AMERICA CORP /DE/BAC62.659.727 $-2.492.985 $65.152.712 $+5.118.138 $60.034.574 $+15.364.033 $44.670.541 $+44.670.541 $
BlackRock, Inc.BLK5.685.934 $-64.207 $5.750.141 $+1.111.542 $4.638.599 $+3.477.177 $1.161.422 $+1.161.422 $
MICROSOFT CORPMSFT2.646.926 $-309.456 $2.956.382 $+117.370 $2.839.012 $+675.146 $2.163.866 $+2.163.866 $
ORACLE CORPORCL643.983 $-285.234 $929.217 $+105.419 $823.798 $+823.798 $
APPFOLIO INCAPPF828.822 $+42.992 $785.830 $+152.773 $633.057 $-77.926 $710.983 $+710.983 $
BIOMARIN PHARMACEUTICAL INCBMRN408.878 $-81.812 $490.690 $-7.338 $498.028 $-142.423 $640.451 $+640.451 $
COCA COLA COKO550.611 $+28.275 $522.336 $-34.891 $557.227 $-6.852 $564.079 $+564.079 $
Duke Energy CORPDUK549.014 $-5.416 $554.430 $+25.977 $528.453 $-17.552 $546.005 $+546.005 $
BERKSHIRE HATHAWAY INCBRK-B414.184 $-74 $414.258 $+13.984 $400.274 $-39.105 $439.379 $+439.379 $
NVIDIA CORPNVDA350.061 $-85.044 $435.105 $+66.672 $368.433 $+82.851 $285.582 $+285.582 $
Mastercard IncMA423.022 $+1.534 $421.488 $+5.090 $416.398 $-173 $416.571 $+416.571 $
AMAZON COM INCAMZN240.053 $-148.586 $388.639 $-10.651 $399.290 $+36.084 $363.206 $+363.206 $
SOUTHERN COSO364.092 $-31.442 $395.534 $+12.419 $383.115 $-500 $383.615 $+383.615 $
GENERAL ELECTRIC COGE297.905 $-63.380 $361.285 $+52.160 $309.125 $+48.730 $260.395 $+260.395 $
MCDONALDS CORPMCD314.799 $+1.792 $313.007 $+12.072 $300.935 $-20.806 $321.741 $+321.741 $
PFIZER INCPFE277.732 $+13.516 $264.216 $-22.785 $287.001 $+287.001 $
PEPSICO INCPEP201.905 $-21.955 $223.860 $+223.860 $
JOHNSON & JOHNSONJNJ212.208 $+212.208 $
76.792.124 $-3.302.790 $80.148.786 $+6.754.252 $73.394.534 $+20.179.697 $53.438.697 $+53.438.697 $
Erweiterte Einstellungen ×