Investments: Merkkuri Wealth Advisors 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. ($)
129.476.336 $+7.071.671 $122.404.665 $+5.468.148 $117.674.396 $+12.557.652 $106.927.095 $+106.927.095 $
BANK OF AMERICA CORP /DE/BAC114.600.347 $+4.547.163 $110.053.184 $+6.228.200 $103.824.984 $+11.663.363 $92.161.621 $+92.161.621 $
BlackRock, Inc.BLK4.850.172 $+32.569 $4.817.603 $-1.767.768 $6.585.371 $+1.307.551 $5.277.820 $+5.277.820 $
FIRST TRUST ADVISORS LP2.011.807 $+72.278 $1.939.529 $-5.541 $1.945.070 $+103.479 $1.841.591 $+1.841.591 $
MORGAN STANLEYMS1.545.659 $+1.545.659 $
AMAZON COM INCAMZN1.489.095 $+121.549 $1.367.546 $-8.843 $1.376.389 $-13.192 $1.389.581 $+1.389.581 $
INTEL CORPINTC1.267.035 $+1.267.035 $
ALPHA PRO TECH LTDAPT1.072.887 $+268.838 $804.049 $+211.052 $592.997 $-237.034 $830.031 $+830.031 $
ARES CAPITAL CORPARCC1.004.885 $+696.347 $308.538 $-23.431 $331.969 $-3.024 $334.993 $+334.993 $
APPFOLIO INCAPPF749.809 $+48.451 $701.358 $+126.693 $574.665 $-168.802 $743.467 $+743.467 $
MICROSOFT CORPMSFT683.335 $-8.449 $691.784 $+55.649 $636.135 $+100.449 $535.686 $+535.686 $
EXXON MOBIL CORPXOM584.156 $+39.028 $545.128 $+29.761 $515.367 $-49.744 $565.111 $+565.111 $
iShares Bitcoin Trust ETFIBIT518.570 $-49.215 $567.785 $+567.785 $
Strategy IncMSTR556.115 $+165.296 $390.819 $+390.819 $
NVIDIA CORPNVDA284.389 $+772 $283.617 $+36.401 $247.216 $-303.513 $550.729 $+550.729 $
SPS COMMERCE INCSPSC359.849 $+35.305 $324.544 $+18.190 $306.354 $+5.248 $301.106 $+301.106 $
PIMCO Dynamic Income Opportunities FundPDO264.692 $+264.692 $
CITIGROUP INCC181.764 $-12.425 $194.189 $+194.189 $
129.476.336 $+7.071.671 $122.404.665 $+5.468.148 $117.674.396 $+12.557.652 $106.927.095 $+106.927.095 $
Erweiterte Einstellungen ×