Investments: Parkwoods Wealth Partners, 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. ($)
43.946.194 $+7.268.273 $36.448.672 $+11.967.888 $24.710.033 $+8.506.954 $16.203.079 $+16.203.079 $
BANK OF AMERICA CORP /DE/BAC21.128.068 $+2.158.140 $18.969.928 $+6.787.624 $12.182.304 $+4.775.023 $7.407.281 $+7.407.281 $
MORGAN STANLEYMS4.413.905 $+9.292 $4.404.613 $+1.996.512 $2.408.101 $+135.604 $2.272.497 $+2.272.497 $
MICROSOFT CORPMSFT2.406.235 $-223.120 $2.629.355 $+684.748 $1.944.607 $+628.490 $1.316.117 $+1.316.117 $
ELI LILLY & CoLLY2.042.967 $+1.469.191 $573.776 $+25.766 $548.010 $+38.424 $509.586 $+509.586 $
BROWN & BROWN, INC.BRO801.384 $-142.237 $943.621 $-223.646 $1.167.267 $-142.448 $1.309.715 $+1.309.715 $
APPFOLIO INCAPPF1.291.743 $+510.273 $781.470 $+254.796 $526.674 $+147.720 $378.954 $+378.954 $
BlackRock, Inc.BLK1.244.244 $+706.455 $537.789 $+537.789 $
NVIDIA CORPNVDA1.225.892 $+567.445 $658.447 $+170.569 $487.878 $+487.878 $
GENERAL ELECTRIC COGE1.191.525 $+116.394 $1.075.131 $+189.452 $885.679 $+195.962 $689.717 $+689.717 $
JPMORGAN CHASE & COJPM1.013.060 $+414.689 $598.371 $+61.168 $537.203 $+264.920 $272.283 $+272.283 $
AMAZON COM INCAMZN977.523 $+82.117 $895.406 $+437.539 $457.867 $+243.824 $214.043 $+214.043 $
BERKSHIRE HATHAWAY INCBRK-B784.134 $+30.527 $753.607 $+413.568 $340.039 $+340.039 $
Walmart Inc.WMT639.574 $+276.081 $363.493 $+33.681 $329.812 $+329.812 $
ALPHA PRO TECH LTDAPT507.282 $+252.999 $254.283 $+254.283 $
MCKESSON CORPMCK495.455 $+495.455 $
Monster Beverage CorpMNST466.384 $+57.341 $409.043 $+29.445 $379.598 $+28.478 $351.120 $+351.120 $
JOHNSON & JOHNSONJNJ401.690 $+91.482 $310.208 $+61.225 $248.983 $-6.908 $255.891 $+255.891 $
RTX CorpRTX397.611 $+79.851 $317.760 $+47.769 $269.991 $+269.991 $
EXXON MOBIL CORPXOM397.242 $+59.330 $337.912 $+27.232 $310.680 $+44.753 $265.927 $+265.927 $
CHEVRON CORPCVX320.061 $-25.770 $345.831 $+42.698 $303.133 $+303.133 $
NEXTERA ENERGY INCNEE295.591 $+18.014 $277.577 $+23.153 $254.424 $+16.446 $237.978 $+237.978 $
AFLAC INCAFL268.949 $-2.929 $271.878 $+15.610 $256.268 $-4.584 $260.852 $+260.852 $
GOLDMAN SACHS GROUP INCGS271.611 $+7.223 $264.388 $+35.785 $228.603 $+228.603 $
MCDONALDS CORPMCD260.702 $+43.117 $217.585 $+10.144 $207.441 $-14.342 $221.783 $+221.783 $
PROCTER & GAMBLE CoPG241.191 $+36.316 $204.875 $-1.347 $206.222 $+206.222 $
Accenture plcACN206.591 $-22.658 $229.249 $-10.086 $239.335 $+239.335 $
PEPSICO INCPEP202.220 $+202.220 $
Ferroglobe PLCGSM53.360 $+1.035 $52.325 $+52.325 $
43.946.194 $+7.268.273 $36.448.672 $+11.967.888 $24.710.033 $+8.506.954 $16.203.079 $+16.203.079 $
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