Investments: Shum Financial Group, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
132.130.757 $+5.032.013 $127.098.744 $+17.557.256 $110.551.453 $+110.551.453 $
BANK OF AMERICA CORP /DE/BAC63.906.036 $+1.511.743 $62.394.293 $+6.315.319 $56.078.974 $+56.078.974 $
BlackRock, Inc.BLK14.959.354 $+1.321.894 $13.637.460 $+4.642.438 $8.995.022 $+8.995.022 $
APPFOLIO INCAPPF9.297.411 $+313.790 $8.983.621 $+1.225.678 $7.757.943 $+7.757.943 $
MICROSOFT CORPMSFT5.433.471 $-257.502 $5.690.973 $+1.606.508 $4.084.465 $+4.084.465 $
NVIDIA CORPNVDA3.580.125 $+57.239 $3.522.886 $+1.516.950 $2.005.936 $+2.005.936 $
JPMORGAN CHASE & COJPM3.368.279 $+43.220 $3.325.059 $+646.542 $2.678.517 $+2.678.517 $
ALPHA PRO TECH LTDAPT3.241.126 $+787.717 $2.453.409 $+1.105.257 $1.348.152 $+1.348.152 $
AMAZON COM INCAMZN2.759.671 $+222.992 $2.536.679 $+355.169 $2.181.510 $+2.181.510 $
JOHNSON & JOHNSONJNJ2.509.582 $+197.163 $2.312.419 $-59.692 $2.372.111 $+2.372.111 $
Walmart Inc.WMT2.507.891 $+246.707 $2.261.184 $+339.320 $1.921.864 $+1.921.864 $
UNITEDHEALTH GROUP INCUNH1.675.308 $+35.824 $1.639.484 $-702.202 $2.341.686 $+2.341.686 $
ELI LILLY & CoLLY1.690.472 $+465.857 $1.224.615 $-145.570 $1.370.185 $+1.370.185 $
ORACLE CORPORCL1.069.276 $-458.138 $1.527.414 $+731.755 $795.659 $+795.659 $
AbbVie Inc.ABBV1.194.339 $-41.076 $1.235.415 $+55.699 $1.179.716 $+1.179.716 $
PROCTER & GAMBLE CoPG943.288 $-76.916 $1.020.204 $-173.611 $1.193.815 $+1.193.815 $
PPL CorpPPL1.088.071 $-71.581 $1.159.652 $+23.523 $1.136.129 $+1.136.129 $
Palo Alto Networks IncPANW1.077.754 $-19.554 $1.097.308 $+452.801 $644.507 $+644.507 $
NETFLIX INCNFLX818.406 $-166.714 $985.120 $+141.485 $843.635 $+843.635 $
PEPSICO INCPEP628.672 $+7.733 $620.939 $-303.203 $924.142 $+924.142 $
EXXON MOBIL CORPXOM755.389 $-16.457 $771.846 $-133.408 $905.254 $+905.254 $
UNITED PARCEL SERVICE INCUPS792.726 $+304.075 $488.651 $+54.300 $434.351 $+434.351 $
Medtronic plcMDT463.201 $-22.428 $485.629 $-247.988 $733.617 $+733.617 $
CHEVRON CORPCVX616.346 $-14.131 $630.477 $-93.259 $723.736 $+723.736 $
Walt Disney CoDIS696.500 $-9.622 $706.122 $+12.952 $693.170 $+693.170 $
FEDEX CORPFDX624.804 $+109.323 $515.481 $-188.799 $704.280 $+704.280 $
BERKSHIRE HATHAWAY INCBRK-B597.651 $-1.615 $599.266 $-82.436 $681.702 $+681.702 $
ADVANCED MICRO DEVICES INCAMD633.699 $+162.405 $471.294 $-48.365 $519.659 $+519.659 $
Public StoragePSA513.190 $-53.464 $566.654 $-58.659 $625.313 $+625.313 $
GENERAL ELECTRIC COGE610.576 $+13.393 $597.183 $+159.224 $437.959 $+437.959 $
LOCKHEED MARTIN CORPLMT573.149 $-28.898 $602.047 $-4.585 $606.632 $+606.632 $
HERSHEY COHSY537.387 $-33.677 $571.064 $+18.124 $552.940 $+552.940 $
SCHWAB CHARLES CORPSCHW567.935 $+139.994 $427.941 $+168.365 $259.576 $+259.576 $
AMERICAN EXPRESS COAXP498.693 $+56.588 $442.105 $+80.233 $361.872 $+361.872 $
TARGET CORPTGT299.984 $+10.163 $289.821 $-140.279 $430.100 $+430.100 $
AT&T INC.T404.347 $+404.347 $
MCDONALDS CORPMCD332.137 $+5.575 $326.562 $-46.520 $373.082 $+373.082 $
STARBUCKS CORPSBUX357.244 $+357.244 $
AMGEN INCAMGN320.436 $+38.800 $281.636 $-62.315 $343.951 $+343.951 $
3M COMMM292.464 $+11.974 $280.490 $-19.836 $300.326 $+300.326 $
COMCAST CORPCMCSA248.374 $+248.374 $
MORGAN STANLEYMS238.600 $+24.958 $213.642 $+213.642 $
ASML HOLDING NVASML217.182 $+217.182 $
GENERAL DYNAMICS CORPGD200.176 $-2.523 $202.699 $+202.699 $
132.130.757 $+5.032.013 $127.098.744 $+17.557.256 $110.551.453 $+110.551.453 $
Erweiterte Einstellungen ×