Investments: FMB WEALTH MANAGEMENT

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. ($)
39.216.878 $+4.379.266 $35.069.881 $+3.737.365 $31.332.516 $+4.658.519 $26.882.126 $+26.882.126 $
BANK OF AMERICA CORP /DE/BAC14.334.225 $+2.054.173 $12.280.052 $+415.979 $11.864.073 $+1.788.919 $10.075.154 $+10.075.154 $
APPFOLIO INCAPPF5.358.171 $+312.562 $5.045.609 $+1.025.893 $4.019.716 $+146.454 $3.873.262 $+3.873.262 $
NVIDIA CORPNVDA3.515.351 $+2.720 $3.512.631 $+547.787 $2.964.844 $+929.598 $2.035.246 $+2.035.246 $
ALPHA PRO TECH LTDAPT2.346.689 $+539.256 $1.807.433 $+496.246 $1.311.187 $+163.656 $1.147.531 $+1.147.531 $
AMGEN INCAMGN2.298.548 $+323.560 $1.974.988 $+13.386 $1.961.602 $-264.903 $2.226.505 $+2.226.505 $
MICROSOFT CORPMSFT1.647.234 $-116.626 $1.763.860 $+63.226 $1.700.634 $+456.435 $1.244.199 $+1.244.199 $
CHEVRON CORPCVX1.274.179 $-30.214 $1.304.393 $+98.259 $1.206.134 $-168.158 $1.374.292 $+1.374.292 $
AMAZON COM INCAMZN994.423 $+72.182 $922.241 $-32.811 $955.052 $+123.703 $831.349 $+831.349 $
BERKSHIRE HATHAWAY INCBRK-B884.161 $-2.170 $886.331 $-35.175 $921.506 $-15.302 $936.808 $+936.808 $
NETFLIX INCNFLX535.370 $-131.230 $666.600 $-136.878 $803.478 $+275.666 $527.812 $+527.812 $
SCHWAB CHARLES CORPSCHW660.353 $+660.353 $
BOEING COBA446.399 $+2.652 $443.747 $+12.953 $430.794 $+80.314 $350.480 $+350.480 $
JPMORGAN CHASE & COJPM411.099 $+8.703 $402.396 $+34.620 $367.776 $+62.518 $305.258 $+305.258 $
MICRON TECHNOLOGY INCMU408.794 $+114.040 $294.754 $+77.790 $216.964 $+216.964 $
LAM RESEARCH CORPLRCX352.631 $+76.797 $275.834 $+75.313 $200.521 $+200.521 $
EXXON MOBIL CORPXOM350.268 $+29.546 $320.722 $+14.092 $306.630 $-32.120 $338.750 $+338.750 $
ASML HOLDING NVASML341.285 $+32.464 $308.821 $+53.178 $255.643 $+44.264 $211.379 $+211.379 $
CITIGROUP INCC305.497 $+39.768 $265.729 $+51.650 $214.079 $+214.079 $
JOHNSON & JOHNSONJNJ295.241 $+44.066 $251.175 $+42.728 $208.447 $-24.497 $232.944 $+232.944 $
CATERPILLAR INCCAT282.467 $+47.197 $235.270 $+235.270 $
ELI LILLY & CoLLY277.005 $+68.876 $208.129 $+208.129 $
Walt Disney CoDIS251.954 $-2.762 $254.716 $-18.791 $273.507 $+39.338 $234.169 $+234.169 $
PALATIN TECHNOLOGIES INCPTNT239.429 $-31.647 $271.076 $+48.057 $223.019 $+223.019 $
PROCTER & GAMBLE CoPG203.306 $-15.885 $219.191 $-8.554 $227.745 $-14.364 $242.109 $+242.109 $
RTX CorpRTX240.071 $+21.036 $219.035 $+219.035 $
Shell plcSHEL231.095 $+5.919 $225.176 $+3.526 $221.650 $-9.035 $230.685 $+230.685 $
ASTRAZENECA PLCAZN227.745 $+227.745 $
ORACLE CORPORCL224.753 $+224.753 $
NEXTERA ENERGY INCNEE223.259 $+13.775 $209.484 $+209.484 $
AT&T INC.T215.645 $-5.705 $221.350 $+10.407 $210.943 $+210.943 $
AMERICAN EXPRESS COAXP218.025 $+3.432 $214.593 $+8.629 $205.964 $+205.964 $
Lloyds Banking Group plcLYG62.604 $+8.978 $53.626 $+3.425 $50.201 $+5.079 $45.122 $+45.122 $
39.216.878 $+4.379.266 $35.069.881 $+3.737.365 $31.332.516 $+4.658.519 $26.882.126 $+26.882.126 $
Erweiterte Einstellungen ×