Investments: Proactive Wealth Strategies 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. ($)
235.245.782 $+17.880.438 $219.232.430 $+219.031.721 $200.709 $+19.412 $181.765 $+181.765 $
BANK OF AMERICA CORP /DE/BAC164.946.145 $+7.835.000 $157.111.145 $+156.963.792 $147.353 $+12.656 $134.697 $+134.697 $
NVIDIA CORPNVDA11.734.474 $+1.035.761 $10.698.713 $+10.689.673 $9.040 $+3.065 $5.975 $+5.975 $
APPFOLIO INCAPPF6.400.862 $+1.006.654 $5.394.208 $+5.389.978 $4.230 $-374 $4.604 $+4.604 $
CITIGROUP INCC5.596.251 $+134.379 $5.461.872 $+5.456.529 $5.343 $-48 $5.391 $+5.391 $
Palo Alto Networks IncPANW5.395.769 $-34.777 $5.430.546 $+5.426.005 $4.541 $+1.065 $3.476 $+3.476 $
MICROSOFT CORPMSFT5.062.181 $+232.504 $4.829.677 $+4.825.156 $4.521 $+1.092 $3.429 $+3.429 $
ALPHA PRO TECH LTDAPT5.019.889 $+1.183.949 $3.835.940 $+3.833.180 $2.760 $+339 $2.421 $+2.421 $
ELI LILLY & CoLLY4.616.266 $+1.606.588 $3.009.678 $+3.008.588 $1.090 $-3 $1.093 $+1.093 $
AMAZON COM INCAMZN4.009.345 $+440.233 $3.569.112 $+3.565.655 $3.457 $+609 $2.848 $+2.848 $
COCA COLA COKO3.396.462 $+651.353 $2.745.109 $+2.742.357 $2.752 $+374 $2.378 $+2.378 $
Walmart Inc.WMT2.988.803 $+653.251 $2.335.552 $+2.333.509 $2.043 $+537 $1.506 $+1.506 $
Medtronic plcMDT2.593.594 $+27.807 $2.565.787 $+2.563.419 $2.368 $-182 $2.550 $+2.550 $
NETFLIX INCNFLX2.525.424 $+2.171.743 $353.681 $+353.299 $382 $+142 $240 $+240 $
Walt Disney CoDIS1.867.086 $+1.865.150 $1.936 $+247 $1.689 $+1.689 $
MORGAN STANLEYMS1.737.823 $+200.084 $1.537.739 $+1.536.644 $1.095 $+347 $748 $+748 $
AMGEN INCAMGN1.160.925 $+167.262 $993.663 $+992.688 $975 $-112 $1.087 $+1.087 $
ADVANCED MICRO DEVICES INCAMD1.086.008 $+291.620 $794.388 $+793.684 $704 $+203 $501 $+501 $
BlackRock, Inc.BLK981.293 $+24.440 $956.853 $+955.942 $911 $+39 $872 $+872 $
PALATIN TECHNOLOGIES INCPTNT649.676 $-144.764 $794.440 $+793.844 $596 $+233 $363 $+363 $
EMERSON ELECTRIC COEMR706.264 $+42.344 $663.920 $+663.248 $672 $+209 $463 $+463 $
BERKSHIRE HATHAWAY INCBRK-B649.046 $+100.430 $548.616 $+548.086 $530 $-51 $581 $+581 $
INTUITIVE SURGICAL INCISRG615.634 $+183.162 $432.472 $+431.947 $525 $+71 $454 $+454 $
NEXTERA ENERGY INCNEE585.493 $-29.229 $614.722 $+614.154 $568 $-7 $575 $+575 $
EXXON MOBIL CORPXOM573.151 $+38.484 $534.667 $+534.162 $505 $+95 $410 $+410 $
CINTAS CORPCTAS502.105 $-44.597 $546.702 $+546.110 $592 $-142 $734 $+734 $
KROGER COKR488.574 $-23.797 $512.371 $+511.829 $542 $+68 $474 $+474 $
SPS COMMERCE INCSPSC466.457 $+122.362 $344.095 $+343.800 $295 $-1.024 $1.319 $+1.319 $
CHEVRON CORPCVX411.305 $-8.410 $419.715 $+419.332 $383 $-36 $419 $+419 $
GENERAL ELECTRIC COGE212.951 $+3.422 $209.529 $+209.529 $
FORD MOTOR COF133.612 $+13.180 $120.432 $+120.432 $
PACCAR INCPCAR247 $+247 $
FISERV INCFISV221 $+221 $
235.245.782 $+17.880.438 $219.232.430 $+219.031.721 $200.709 $+19.412 $181.765 $+181.765 $
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