Investments: Yardley Wealth Management 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. ($)
24.931.747 $+927.276 $24.220.060 $+24.196.205 $26.265 $+2.412 $23.853 $+23.853 $
BANK OF AMERICA CORP /DE/BAC21.475.645 $+991.164 $20.484.481 $+20.464.319 $20.162 $+1.893 $18.269 $+18.269 $
BlackRock, Inc.BLK1.312.968 $+6.535 $1.306.433 $+1.305.267 $1.166 $-65 $1.231 $+1.231 $
LOCKHEED MARTIN CORPLMT1.059.441 $-26.394 $1.085.835 $+1.084.834 $1.001 $+43 $958 $+958 $
APPFOLIO INCAPPF440.807 $+27.938 $412.869 $+412.520 $349 $-29 $378 $+378 $
MICROSOFT CORPMSFT322.046 $-87.604 $409.650 $+409.232 $418 $+88 $330 $+330 $
AMAZON COM INCAMZN320.840 $+15.637 $305.203 $+304.872 $331 $+44 $287 $+287 $
MORGAN STANLEYMS215.589 $+215.161 $428 $+182 $246 $+246 $
Constellation Energy CorpCEG860 $+322 $538 $+538 $
ROPER TECHNOLOGIES INCROP818 $-33 $851 $+851 $
ALLSTATE CORPALL385 $-11 $396 $+396 $
EXELON CORPEXC347 $-22 $369 $+369 $
24.931.747 $+927.276 $24.220.060 $+24.196.205 $26.265 $+2.412 $23.853 $+23.853 $
Erweiterte Einstellungen ×