Investments: Martel Wealth Advisors Inc

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. ($)
366.837.371 $+9.492.216 $357.135.865 $+19.319.435 $338.025.720 $+18.624.678 $319.644.989 $+319.644.989 $
BANK OF AMERICA CORP /DE/BAC323.965.920 $+9.125.591 $314.840.329 $+16.702.172 $298.138.157 $+16.132.882 $282.005.275 $+282.005.275 $
BlackRock, Inc.BLK22.809.483 $-7.290 $22.816.773 $+1.443.399 $21.373.374 $+515.091 $20.858.283 $+20.858.283 $
AMAZON COM INCAMZN7.858.729 $+355.144 $7.503.585 $-57.691 $7.561.276 $+1.013.098 $6.548.178 $+6.548.178 $
Archer-Daniels-Midland CoADM2.271.775 $-90.524 $2.362.299 $+275.219 $2.087.080 $+186.076 $1.901.004 $+1.901.004 $
CATERPILLAR INCCAT1.718.610 $+287.160 $1.431.450 $+266.820 $1.164.630 $+175.230 $989.400 $+989.400 $
MICROSOFT CORPMSFT965.831 $-68.028 $1.033.859 $+37.465 $996.394 $+227.136 $769.258 $+769.258 $
ORACLE CORPORCL584.730 $-258.990 $843.720 $+187.830 $655.890 $+236.460 $419.430 $+419.430 $
BERKSHIRE HATHAWAY INCBRK-B754.800 $+600 $754.200 $+25.400 $728.800 $-69.642 $798.442 $+798.442 $
PROCTER & GAMBLE CoPG651.917 $-47.037 $698.954 $-25.793 $724.747 $-43.847 $768.594 $+768.594 $
Accenture plcACN536.600 $+43.400 $493.200 $-104.580 $597.780 $-26.300 $624.080 $+624.080 $
APPFOLIO INCAPPF586.845 $+75.402 $511.443 $-51.237 $562.680 $-46.496 $609.176 $+609.176 $
Zoetis Inc.ZTS377.460 $-61.500 $438.960 $-28.890 $467.850 $-26.100 $493.950 $+493.950 $
PEPSICO INCPEP430.560 $+9.240 $421.320 $+25.200 $396.120 $-53.700 $449.820 $+449.820 $
NVIDIA CORPNVDA430.256 $-11.379 $441.635 $+67.673 $373.962 $+140.620 $233.342 $+233.342 $
EMERSON ELECTRIC COEMR398.160 $+4.620 $393.540 $-6.450 $399.990 $+71.070 $328.920 $+328.920 $
JOHNSON & JOHNSONJNJ372.924 $+38.797 $334.127 $+66.509 $267.618 $-14.642 $282.260 $+282.260 $
TARGET CORPTGT293.250 $+24.150 $269.100 $-26.850 $295.950 $-17.130 $313.080 $+313.080 $
PRICE T ROWE GROUP INCTROW307.140 $-780 $307.920 $+18.420 $289.500 $+13.890 $275.610 $+275.610 $
Walmart Inc.WMT300.807 $+22.545 $278.262 $+43.590 $234.672 $+23.976 $210.696 $+210.696 $
SCHWAB CHARLES CORPSCHW299.730 $+13.320 $286.410 $+12.690 $273.720 $+38.880 $234.840 $+234.840 $
CHEVRON CORPCVX240.808 $-4.550 $245.358 $+19.118 $226.240 $-61.164 $287.404 $+287.404 $
AbbVie Inc.ABBV249.511 $+25.612 $223.899 $+223.899 $
STARBUCKS CORPSBUX243.947 $+243.947 $
LINCOLN NATIONAL CORPLNC226.925 $+21.403 $205.522 $+205.522 $
Edwards Lifesciences CorpEW204.600 $-4.690 $209.290 $+209.290 $
366.837.371 $+9.492.216 $357.135.865 $+19.319.435 $338.025.720 $+18.624.678 $319.644.989 $+319.644.989 $
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