Investments: Financially Speaking 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. ($)
122.034.030 $-10.662.868 $134.506.374 $-11.715.171 $151.789.578 $+21.319.063 $135.505.797 $+135.505.797 $
BANK OF AMERICA CORP /DE/BAC74.844.675 $-5.438.838 $80.283.513 $+18.521.497 $61.762.016 $+58.746.396 $3.015.620 $+3.015.620 $
CONGRESS ASSET MANAGEMENT CO18.585.490 $-376.206 $18.961.696 $-38.096.247 $57.057.943 $-13.646.196 $70.704.139 $+70.704.139 $
Financially Speaking Inc16.592.539 $+3.518.989 $13.073.550 $+332.607 $12.740.943 $-18.126.044 $30.866.987 $+30.866.987 $
NBC SECURITIES, INC.2.158.643 $-2.801.022 $4.959.665 $+4.950.793 $8.872 $-10.276.511 $10.285.383 $+10.285.383 $
RHUMBLINE ADVISERS5.554.162 $+262.840 $5.291.322 $+5.291.322 $
BERKSHIRE HATHAWAY INCBRK-B64.339 $-3.373.397 $3.437.736 $+3.388.187 $49.549 $-5.269.327 $5.318.876 $+5.318.876 $
BlackRock, Inc.BLK1.806.585 $-3.237.083 $5.043.668 $+4.886.851 $156.817 $+156.817 $
EQUITABLE TRUST CO4.839.976 $+4.839.976 $
KANAWHA CAPITAL MANAGEMENT LLC2.496.289 $-11.745 $2.508.034 $-9.939 $2.517.973 $-155.345 $2.673.318 $+2.673.318 $
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0 $-1.807.563 $1.807.563 $+1.807.563 $0 $+0 $
PALATIN TECHNOLOGIES INCPTNT1.245.317 $-504.456 $1.749.773 $+260.341 $1.489.432 $+849.680 $639.752 $+639.752 $
RNC CAPITAL MANAGEMENT LLC1.048.893 $+6.566 $1.042.327 $+10.907 $1.031.420 $+728.613 $302.807 $+302.807 $
NVIDIA CORPNVDA944.814 $-13.836 $958.650 $+70.270 $888.380 $+807.962 $80.418 $+80.418 $
MCKESSON CORPMCK656.232 $+38.200 $618.032 $+31.808 $586.224 $+586.224 $
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC475.622 $-3.661 $479.283 $+17.900 $461.383 $+8.658 $452.725 $+452.725 $
XCEL ENERGY INCXEL281.102 $-25.708 $306.810 $+47.873 $258.937 $+17.543 $241.394 $+241.394 $
EXXON MOBIL CORPXOM246.938 $+15.575 $231.363 $+10.157 $221.206 $+209.313 $11.893 $+11.893 $
Medtronic plcMDT237.076 $+2.024 $235.052 $+19.916 $215.136 $-6.638 $221.774 $+221.774 $
CCM INVESTMENT ADVISERS LLC220.398 $+2.126 $218.272 $+2.252 $216.020 $+216.020 $
RTX CorpRTX188.352 $+16.504 $171.848 $+21.885 $149.963 $+149.963 $
ALPHA PRO TECH LTDAPT187.504 $+41.877 $145.627 $+48.853 $96.774 $+96.774 $
LOCKHEED MARTIN CORPLMT187.171 $+187.171 $
JOHNSON & JOHNSONJNJ184.392 $+19.183 $165.209 $+29.109 $136.100 $+136.100 $
AMAZON COM INCAMZN147.032 $+18.145 $128.887 $+8.880 $120.007 $+114.870 $5.137 $+5.137 $
APPFOLIO INCAPPF90.986 $+5.843 $85.143 $+16.609 $68.534 $+68.534 $
MCDONALDS CORPMCD89.244 $+509 $88.735 $+3.422 $85.313 $+60.948 $24.365 $+24.365 $
Trane Technologies plcTT77.840 $-6.552 $84.392 $-3.090 $87.482 $+20.098 $67.384 $+67.384 $
BOEING COBA86.848 $+11.307 $75.541 $-11.833 $87.374 $+87.374 $
TOWER BRIDGE ADVISORS80.872 $-4.414 $85.286 $+4.122 $81.164 $+81.164 $
LINDE PLCLIN59.695 $-6.805 $66.500 $+815 $65.685 $+65.685 $
Walt Disney CoDIS57.909 $-372 $58.281 $-4.841 $63.122 $+27.787 $35.335 $+35.335 $
Phillips 66PSX55.748 $-2.516 $58.264 $+7.620 $50.644 $+50.644 $
PROCTER & GAMBLE CoPG52.058 $-3.615 $55.673 $-1.916 $57.589 $+57.589 $
MORGAN STANLEYMS54.347 $+1.097 $53.250 $+3.615 $49.635 $+49.635 $
VERIZON COMMUNICATIONS INCVZ49.691 $-3.928 $53.619 $+830 $52.789 $+52.789 $
AT&T INC.T42.973 $-5.882 $48.855 $-1.211 $50.066 $+50.066 $
ADVANCED MICRO DEVICES INCAMD48.400 $+10.703 $37.697 $+4.634 $33.063 $+33.063 $
HARBOR ADVISORY CORP /MA/47.103 $+434 $46.669 $+985 $45.684 $+45.684 $
MCCORMICK & CO INCMKC39.504 $+696 $38.808 $-5.168 $43.976 $+43.976 $
STRYKER CORPSYK35.147 $-1.820 $36.967 $-2.596 $39.563 $+39.563 $
STARBUCKS CORPSBUX33.684 $-494 $34.178 $-2.841 $37.019 $+37.019 $
INTEL CORPINTC25.161 $+11.644 $13.517 $+4.492 $9.025 $+9.025 $
CITIGROUP INCC4.720 $-70 $4.790 $+2.380 $2.410 $-22.627 $25.037 $+25.037 $
NORDSON CORPNDSN24.043 $+1.348 $22.695 $+1.258 $21.437 $+1.265 $20.172 $+20.172 $
MICROSOFT CORPMSFT21.279 $-1.511 $22.790 $+904 $21.886 $+21.886 $
AUTOLIV INCALV19.229 $-778 $20.007 $+1.879 $18.128 $+9.548 $8.580 $+8.580 $
SEMTECH CORPSMTC18.423 $+560 $17.863 $+6.578 $11.285 $+11.285 $
EQT CorpEQT13.400 $-208 $13.608 $-972 $14.580 $+14.580 $
Jumia Technologies AGJMIA12.490 $+880 $11.610 $+7.590 $4.020 $+4.020 $
Allegion plcALLE10.509 $-1.196 $11.705 $+2.193 $9.512 $+902 $8.610 $+8.610 $
BP PLCBP11.453 $+89 $11.364 $+1.493 $9.871 $+9.871 $
ATMOS ENERGY CORPATO10.557 $-134 $10.691 $+1.093 $9.598 $+9.598 $
NETFLIX INCNFLX6.563 $-1.829 $8.392 $-982 $9.374 $+9.374 $
GOLDMAN SACHS GROUP INCGS8.790 $+826 $7.964 $+7.964 $
First PREMIER Bank8.135 $+8.135 $
CHEVRON CORPCVX8.031 $+8.031 $
FORD MOTOR COF1.837 $+163 $1.674 $-5.262 $6.936 $+5.532 $1.404 $+1.404 $
Game Plan Financial Advisors, LLC6.108 $+6.108 $
Estabrook Capital Management5.813 $+5.813 $
BORGWARNER INCBWA5.407 $+132 $5.275 $+1.257 $4.018 $-681 $4.699 $+4.699 $
ORACLE CORPORCL4.873 $+4.873 $
JPMORGAN CHASE & COJPM4.833 $+102 $4.731 $+382 $4.349 $+4.349 $
ENERGY FUELS INCUUUU4.362 $-243 $4.605 $+4.605 $
GENERAL ELECTRIC COGE4.004 $+93 $3.911 $+565 $3.346 $+744 $2.602 $+2.602 $
CARNIVAL CORPCCL2.891 $+79 $2.812 $+859 $1.953 $+1.953 $
Grayscale Bitcoin Mini Trust ETFBTC2.130 $-655 $2.785 $+159 $2.626 $+619 $2.007 $+2.007 $
EVERETT HARRIS & CO /CA/2.535 $+111 $2.424 $+100 $2.324 $+2.324 $
ENTEGRIS INCENTG1.264 $-123 $1.387 $+177 $1.210 $+1.210 $
UNITEDHEALTH GROUP INCUNH1.320 $-61 $1.381 $+133 $1.248 $+1.248 $
NEXTERA ENERGY INCNEE1.044 $+63 $981 $+79 $902 $+902 $
ORG Partners LLC21 $+21 $
NISA INVESTMENT ADVISORS, LLC6 $+1 $5 $+5 $
122.034.030 $-10.662.868 $134.506.374 $-11.715.171 $151.789.578 $+21.319.063 $135.505.797 $+135.505.797 $
Erweiterte Einstellungen ×