Investments: BWM Planning, 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. ($)
155.936.425 $+14.623.112 $141.423.487 $+20.381.874 $121.263.203 $+14.717.915 $106.545.288 $+106.545.288 $
BANK OF AMERICA CORP /DE/BAC93.152.362 $+5.618.932 $87.533.430 $+10.035.923 $77.497.507 $+13.260.401 $64.237.106 $+64.237.106 $
MORGAN STANLEYMS15.096.642 $+1.884.970 $13.211.672 $+2.089.891 $11.121.781 $+1.385.474 $9.736.307 $+9.736.307 $
APPFOLIO INCAPPF13.476.481 $+976.215 $12.500.266 $+2.516.843 $9.983.423 $-254.460 $10.237.883 $+10.237.883 $
EXXON MOBIL CORPXOM6.073.978 $+1.746.194 $4.327.784 $+883.630 $3.444.154 $-128.133 $3.572.287 $+3.572.287 $
BERKSHIRE HATHAWAY INCBRK-B5.221.026 $+59.897 $5.161.129 $+222.305 $4.938.824 $-475.917 $5.414.741 $+5.414.741 $
WELLS FARGO & COMPANY/MNWFC3.902.987 $+672.699 $3.230.288 $+659.058 $2.571.230 $+415.698 $2.155.532 $+2.155.532 $
BlackRock, Inc.BLK3.550.955 $+1.882.519 $1.668.436 $+204.387 $1.464.049 $+49.523 $1.414.526 $+1.414.526 $
CHEVRON CORPCVX2.868.714 $+81.981 $2.786.733 $+1.388.576 $1.398.157 $-247.332 $1.645.489 $+1.645.489 $
SABINE ROYALTY TRUSTSBR1.477.826 $-234.702 $1.712.528 $+275.435 $1.437.093 $-21.767 $1.458.860 $+1.458.860 $
JPMORGAN CHASE & COJPM1.604.654 $+106.681 $1.497.973 $+160.328 $1.337.645 $+262.055 $1.075.590 $+1.075.590 $
JOHNSON & JOHNSONJNJ1.342.602 $+177.688 $1.164.914 $+225.720 $939.194 $-153.620 $1.092.814 $+1.092.814 $
ELI LILLY & CoLLY1.298.158 $+406.250 $891.908 $+2.504 $889.404 $+39.585 $849.819 $+849.819 $
MICROSOFT CORPMSFT1.161.610 $-36.592 $1.198.202 $+157.683 $1.040.519 $+295.232 $745.287 $+745.287 $
Phillips 66PSX1.023.131 $-55.344 $1.078.475 $+132.570 $945.905 $-61.997 $1.007.902 $+1.007.902 $
ALPHA PRO TECH LTDAPT964.825 $+378.180 $586.645 $+586.645 $
INTEL CORPINTC637.881 $+59.924 $577.957 $+197.274 $380.683 $-14.352 $395.035 $+395.035 $
NVIDIA CORPNVDA603.046 $+222.519 $380.527 $+139.673 $240.854 $+240.854 $
PEPSICO INCPEP571.679 $+13.532 $558.147 $+43.155 $514.992 $-64.267 $579.259 $+579.259 $
HALLIBURTON COHAL404.427 $+98.402 $306.025 $+74.588 $231.437 $-53.582 $285.019 $+285.019 $
CONOCOPHILLIPSCOP336.930 $-20.459 $357.389 $+37.260 $320.129 $-65.535 $385.664 $+385.664 $
Eaton Corp plcETN312.580 $-48.715 $361.295 $+16.662 $344.633 $+88.465 $256.168 $+256.168 $
AT&T INC.T331.764 $+331.764 $
AMAZON COM INCAMZN227.695 $+227.695 $
DEERE & CODE207.076 $-14.514 $221.590 $+221.590 $
Synchrony FinancialSYF215.516 $+215.516 $
PROCTER & GAMBLE CoPG203.644 $+203.644 $
155.936.425 $+14.623.112 $141.423.487 $+20.381.874 $121.263.203 $+14.717.915 $106.545.288 $+106.545.288 $
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