Investments: Osprey Private Wealth LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
341.493.407 $+68.183.494 $273.309.913 $+90.666.637 $182.643.276 $+182.643.276 $
BANK OF AMERICA CORP /DE/BAC137.661.604 $+23.639.659 $114.021.945 $+33.996.828 $80.025.117 $+80.025.117 $
ALPHA PRO TECH LTDAPT35.561.074 $+13.119.395 $22.441.679 $+10.501.203 $11.940.476 $+11.940.476 $
NVIDIA CORPNVDA23.205.263 $+2.093.736 $21.111.527 $+7.622.599 $13.488.928 $+13.488.928 $
JPMORGAN CHASE & COJPM17.884.821 $+2.457.140 $15.427.681 $+4.970.001 $10.457.680 $+10.457.680 $
MICROSOFT CORPMSFT14.876.151 $+3.763.534 $11.112.617 $+3.485.353 $7.627.264 $+7.627.264 $
AbbVie Inc.ABBV12.749.742 $+1.100.965 $11.648.777 $+4.246.036 $7.402.741 $+7.402.741 $
TETRA TECH INCTTEK11.538.599 $+1.341.843 $10.196.756 $+2.188.676 $8.008.080 $+8.008.080 $
BERKSHIRE HATHAWAY INCBRK-B9.565.430 $+1.423.556 $8.141.874 $+2.079.374 $6.062.500 $+6.062.500 $
JOHNSON & JOHNSONJNJ8.121.960 $+1.316.675 $6.805.285 $+2.858.700 $3.946.585 $+3.946.585 $
APPFOLIO INCAPPF7.784.167 $+3.083.697 $4.700.470 $+2.698.439 $2.002.031 $+2.002.031 $
AUTOZONE INCAZO6.796.566 $+108.082 $6.688.484 $+2.775.992 $3.912.492 $+3.912.492 $
Walt Disney CoDIS6.347.228 $+1.062.480 $5.284.748 $+876.548 $4.408.200 $+4.408.200 $
MCDONALDS CORPMCD5.905.688 $+1.655.786 $4.249.902 $+1.326.747 $2.923.155 $+2.923.155 $
Accenture plcACN5.737.327 $+634.187 $5.103.140 $+502.486 $4.600.654 $+4.600.654 $
PEPSICO INCPEP5.576.470 $+1.454.556 $4.121.914 $+1.322.256 $2.799.658 $+2.799.658 $
ROPER TECHNOLOGIES INCROP5.085.165 $+1.042.285 $4.042.880 $+1.183.610 $2.859.270 $+2.859.270 $
RTX CorpRTX4.862.851 $+426.096 $4.436.755 $+1.694.469 $2.742.286 $+2.742.286 $
Zoetis Inc.ZTS2.564.212 $-359.993 $2.924.205 $+189.493 $2.734.712 $+2.734.712 $
AMAZON COM INCAMZN2.709.827 $+1.687.729 $1.022.098 $+1.022.098 $
VERIZON COMMUNICATIONS INCVZ2.378.632 $+1.242.524 $1.136.108 $+382.693 $753.415 $+753.415 $
UNITEDHEALTH GROUP INCUNH1.978.679 $-346.917 $2.325.596 $+565.318 $1.760.278 $+1.760.278 $
ELI LILLY & CoLLY2.186.974 $+828.834 $1.358.140 $+952.972 $405.168 $+405.168 $
EXXON MOBIL CORPXOM1.514.840 $+208.293 $1.306.547 $+824.087 $482.460 $+482.460 $
CHEVRON CORPCVX1.400.648 $+1.183.242 $217.406 $+217.406 $
NOVARTIS AGNVS1.378.700 $+461.784 $916.916 $+103.233 $813.683 $+813.683 $
PROCTER & GAMBLE CoPG1.192.339 $+217.430 $974.909 $+974.909 $
DEERE & CODE1.140.647 $+1.140.647 $
NEXTERA ENERGY INCNEE1.043.640 $+1.043.640 $
STARBUCKS CORPSBUX980.204 $+316.940 $663.264 $+663.264 $
NETFLIX INCNFLX351.600 $-97.995 $449.595 $-36.848 $486.443 $+486.443 $
EnerSysENS362.473 $+362.473 $
SPS COMMERCE INCSPSC287.325 $+82.930 $204.395 $+204.395 $
COCA COLA COKO278.661 $+4.361 $274.300 $+274.300 $
STRYKER CORPSYK246.029 $+246.029 $
INTUITIVE SURGICAL INCISRG237.871 $+237.871 $
341.493.407 $+68.183.494 $273.309.913 $+90.666.637 $182.643.276 $+182.643.276 $
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