Investments: Global 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. ($)
145.065.132 $-3.097.493 $148.162.625 $+3.244.326 $144.918.299 $+9.018.887 $135.899.412 $+135.899.412 $
BANK OF AMERICA CORP /DE/BAC132.677.252 $-8.142.253 $140.819.505 $+2.435.968 $138.383.537 $+8.442.627 $129.940.910 $+129.940.910 $
ISHARES GOLD TRUSTIAU4.065.237 $+2.719.865 $1.345.372 $+179.704 $1.165.668 $+100.968 $1.064.700 $+1.064.700 $
JOHNSON & JOHNSONJNJ1.999.703 $+208.630 $1.791.073 $+130.209 $1.660.864 $-171.135 $1.831.999 $+1.831.999 $
AMAZON COM INCAMZN1.234.887 $+257.800 $977.087 $-27.234 $1.004.321 $+172.885 $831.436 $+831.436 $
MICROSOFT CORPMSFT825.397 $-57.039 $882.436 $+26.753 $855.683 $+218.142 $637.541 $+637.541 $
APPFOLIO INCAPPF709.756 $+32.562 $677.194 $+122.957 $554.237 $+53.650 $500.587 $+500.587 $
iShares Bitcoin Trust ETFIBIT687.702 $+687.702 $
SPS COMMERCE INCSPSC671.349 $+153.429 $517.920 $+69.149 $448.771 $+67.850 $380.921 $+380.921 $
ALPHA PRO TECH LTDAPT531.783 $+281.904 $249.879 $+249.879 $
NVIDIA CORPNVDA399.787 $-17.693 $417.480 $+50.367 $367.113 $+124.844 $242.269 $+242.269 $
COMMONWEALTH EQUITY SERVICES, LLC293.213 $+293.213 $
AMGEN INCAMGN276.817 $+39.077 $237.740 $-11.393 $249.133 $-11.081 $260.214 $+260.214 $
Walmart Inc.WMT266.947 $+20.008 $246.939 $+17.967 $228.972 $+20.137 $208.835 $+208.835 $
3M COMMM218.638 $+218.638 $
ADVANCED MICRO DEVICES INCAMD206.664 $+206.664 $
145.065.132 $-3.097.493 $148.162.625 $+3.244.326 $144.918.299 $+9.018.887 $135.899.412 $+135.899.412 $
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