Investments: Comprehensive Financial Planning, Inc./PA

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. ($)
129.884.373 $+3.971.051 $126.350.497 $+16.805.744 $110.001.449 $+21.111.324 $88.896.851 $+88.896.851 $
BANK OF AMERICA CORP /DE/BAC93.185.556 $-106.523 $93.292.079 $+9.910.513 $83.381.566 $+16.339.521 $67.042.045 $+67.042.045 $
APPFOLIO INCAPPF8.124.167 $+675.350 $7.448.817 $+1.348.950 $6.099.867 $-967.596 $7.067.463 $+7.067.463 $
NVIDIA CORPNVDA7.725.746 $+795.610 $6.930.136 $+2.112.056 $4.818.080 $+1.652.685 $3.165.395 $+3.165.395 $
MICROSOFT CORPMSFT5.647.290 $-153.609 $5.800.899 $+1.460.380 $4.340.519 $+1.281.020 $3.059.499 $+3.059.499 $
AMAZON COM INCAMZN3.163.618 $+231.480 $2.932.138 $+33.777 $2.898.361 $+428.406 $2.469.955 $+2.469.955 $
PALATIN TECHNOLOGIES INCPTNT2.406.735 $+260.929 $2.145.806 $+985.995 $1.159.811 $+1.106.893 $52.918 $+52.918 $
BERKSHIRE HATHAWAY INCBRK-B2.100.574 $+1.634 $2.098.940 $+70.850 $2.028.090 $-195.431 $2.223.521 $+2.223.521 $
ALPHA PRO TECH LTDAPT1.117.991 $+262.563 $855.428 $+234.906 $620.522 $+97.773 $522.749 $+522.749 $
MICRON TECHNOLOGY INCMU970.914 $+729.137 $241.777 $+241.777 $
VICTORY CAPITAL MANAGEMENT INC490.926 $-150.876 $641.802 $+38.100 $603.702 $-54.520 $658.222 $+658.222 $
JPMORGAN CHASE & COJPM638.431 $+49.689 $588.742 $+49.137 $539.605 $+84.368 $455.237 $+455.237 $
CITIGROUP INCC562.711 $+562.208 $503 $+487 $16 $+11 $5 $+5 $
RTX CorpRTX486.350 $+44.247 $442.103 $+57.883 $384.220 $+337.829 $46.391 $+46.391 $
CELESTICA INCCLS431.886 $+176.636 $255.250 $-46.511 $301.761 $+293.565 $8.196 $+8.196 $
MORGAN STANLEYMS80.281 $+4.888 $75.393 $-305.331 $380.724 $+42.245 $338.479 $+338.479 $
ARGAN INCAGX361.447 $+81.834 $279.613 $+48.057 $231.556 $+231.556 $
SPS COMMERCE INCSPSC19.022 $+1.959 $17.063 $+2.431 $14.632 $-329.407 $344.039 $+344.039 $
EXXON MOBIL CORPXOM333.560 $+23.344 $310.216 $+15.849 $294.367 $-27.839 $322.206 $+322.206 $
ADVANTEST CORPATEYY276.462 $+276.462 $
ADVANCED MICRO DEVICES INCAMD231.078 $+103.264 $127.814 $+42.674 $85.140 $+23.496 $61.644 $+61.644 $
Sea LtdSE217.336 $+217.336 $
GOLD FIELDS LTDGFI208.038 $+208.038 $
CHEVRON CORPCVX192.638 $-2.296 $194.934 $+16.365 $178.569 $-28.579 $207.148 $+207.148 $
NETFLIX INCNFLX33.753 $-9.408 $43.161 $-157.709 $200.870 $+200.870 $
BOSTON SCIENTIFIC CORPBSX180.234 $+180.234 $
Palo Alto Networks IncPANW157.675 $-16.624 $174.299 $-873 $175.172 $+80.297 $94.875 $+94.875 $
BlackRock, Inc.BLK172.718 $+69.623 $103.095 $-3.763 $106.858 $-16.908 $123.766 $+123.766 $
WESTERN DIGITAL CORPWDC138.045 $+41.905 $96.140 $+96.140 $
AbbVie Inc.ABBV124.926 $-780 $125.706 $+25.729 $99.977 $+29.680 $70.297 $+70.297 $
COCA COLA COKO108.248 $+98.453 $9.795 $-631 $10.426 $-103 $10.529 $+10.529 $
Comprehensive Financial Planning, Inc./PA85.925 $-5.498 $91.423 $+29.148 $62.275 $+5.190 $57.085 $+57.085 $
GENERAL ELECTRIC COGE85.632 $+80.819 $4.813 $+695 $4.118 $+916 $3.202 $+3.202 $
PEPSICO INCPEP74.880 $+3.994 $70.886 $+4.709 $66.177 $-8.408 $74.585 $+74.585 $
PAN AMERICAN SILVER CORPPAAS69.218 $+17.475 $51.743 $+13.801 $37.942 $+3.434 $34.508 $+34.508 $
HERSHEY COHSY10.372 $-50.433 $60.805 $+7.186 $53.619 $-1.278 $54.897 $+54.897 $
IFP Advisors, Inc37.400 $-12.691 $50.091 $+24.570 $25.521 $+6.073 $19.448 $+19.448 $
UNITEDHEALTH GROUP INCUNH38.959 $+3.846 $35.113 $-12.224 $47.337 $+31.033 $16.304 $+16.304 $
Sandisk CorpSNDK39.405 $+20.780 $18.625 $+11.097 $7.528 $-375 $7.903 $+7.903 $
JOHNSON & JOHNSONJNJ31.199 $+3.282 $27.917 $+4.953 $22.964 $-1.926 $24.890 $+24.890 $
MCDONALDS CORPMCD21.424 $+246 $21.178 $+934 $20.244 $-9.393 $29.637 $+29.637 $
Snap IncSNAP16.341 $+1.114 $15.227 $-10.843 $26.070 $-60 $26.130 $+26.130 $
GOLDMAN SACHS GROUP INCGS24.992 $+24.992 $
FORD MOTOR COF24.181 $+2.383 $21.798 $+2.274 $19.524 $+1.743 $17.781 $+17.781 $
LAM RESEARCH CORPLRCX20.541 $+4.473 $16.068 $+4.387 $11.681 $+2.957 $8.724 $+8.724 $
Walmart Inc.WMT20.207 $+1.514 $18.693 $+1.001 $17.692 $+1.890 $15.802 $+15.802 $
LINDE PLCLIN14.689 $-1.617 $16.306 $+250 $16.056 $+174 $15.882 $+15.882 $
CARNIVAL CORPCCL15.270 $+815 $14.455 $+395 $14.060 $+4.295 $9.765 $+9.765 $
PFIZER INCPFE12.833 $-191 $13.024 $+740 $12.284 $-2.982 $15.266 $+15.266 $
Parker-Hannifin CorpPH15.086 $+2.099 $12.987 $+1.050 $11.937 $+1.577 $10.360 $+10.360 $
Caesars Entertainment, Inc.CZR11.695 $-1.818 $13.513 $-682 $14.195 $+1.695 $12.500 $+12.500 $
Duke Energy CORPDUK12.189 $-681 $12.870 $+598 $12.272 $-412 $12.684 $+12.684 $
NASDAQ, INC.NDAQ12.716 $+1.168 $11.548 $-90 $11.638 $+1.795 $9.843 $+9.843 $
NBC SECURITIES, INC.12.550 $+9.667 $2.883 $+30 $2.853 $+4 $2.849 $+2.849 $
LIGAND PHARMACEUTICALS INCLGND12.478 $+12.478 $
HARMONY GOLD MINING CO LTDHMY12.318 $+1.083 $11.235 $+2.588 $8.647 $-495 $9.142 $+9.142 $
Walt Disney CoDIS10.817 $-70 $10.887 $-858 $11.745 $+2.792 $8.953 $+8.953 $
GENERAL DYNAMICS CORPGD10.931 $-93 $11.024 $+1.639 $9.385 $+663 $8.722 $+8.722 $
Vertiv Holdings CoVRT11.019 $+11.019 $
ANALOG DEVICES INCADI5.695 $-4.624 $10.319 $+10.319 $
AT&T INC.T9.936 $+9.936 $
Allegiant Travel COALGT8.497 $+813 $7.684 $+462 $7.222 $+7.222 $
VERIZON COMMUNICATIONS INCVZ8.146 $+8.146 $
CVS HEALTH CorpCVS7.221 $+361 $6.860 $+583 $6.277 $+112 $6.165 $+6.165 $
SCHWAB CHARLES CORPSCHW6.693 $+6.693 $
AMERICAN EXPRESS COAXP6.292 $+5.957 $335 $+14 $321 $+52 $269 $+269 $
BP PLCBP5.973 $+5.973 $
Otis Worldwide CorpOTIS4.804 $-225 $5.029 $-417 $5.446 $-230 $5.676 $+5.676 $
Eaton Corp plcETN5.414 $+5.414 $
Constellation Energy CorpCEG5.299 $+5.299 $
UNITED PARCEL SERVICE INCUPS4.959 $+4.959 $
INTEL CORPINTC4.377 $+397 $3.980 $+1.322 $2.658 $-36 $2.694 $+2.694 $
ORACLE CORPORCL3.898 $+3.898 $
SanofiSNY3.304 $-78 $3.382 $-500 $3.882 $+3.882 $
GLOBAL PAYMENTS INCGPN3.525 $+3.525 $
STATE STREET CORPSTT3.225 $+3.225 $
AGNICO EAGLE MINES LTDAEM3.221 $+18 $3.203 $+943 $2.260 $+201 $2.059 $+2.059 $
Sonos IncSONO3.201 $+3.201 $
METLIFE INCMET2.707 $-129 $2.836 $+147 $2.689 $+1 $2.688 $+2.688 $
MICROCHIP TECHNOLOGY INCMCHP2.548 $+2.548 $
TE Connectivity plcTEL2.502 $+87 $2.415 $+560 $1.855 $+301 $1.554 $+1.554 $
COPART INCCPRT2.114 $-314 $2.428 $+858 $1.570 $+1.570 $
ENBRIDGE INCENB2.391 $+2.391 $
JONES LANG LASALLE INCJLL2.355 $+2.355 $
SYSCO CORPSYY2.063 $-243 $2.306 $+185 $2.121 $+2.121 $
Medtronic plcMDT2.209 $+18 $2.191 $+186 $2.005 $-61 $2.066 $+2.066 $
MERCADOLIBRE INCMELI2.014 $+2.014 $
Bank OZKOZK1.610 $+1.610 $
Organon & Co.OGN702 $-345 $1.047 $+98 $949 $-510 $1.459 $+1.459 $
UNILEVER PLCUL1.308 $-55 $1.363 $-44 $1.407 $+38 $1.369 $+1.369 $
Kraft Heinz CoKHC1.358 $+1.358 $
Grayscale Bitcoin Mini Trust ETFBTC968 $-298 $1.266 $+72 $1.194 $+282 $912 $+912 $
MASIMO CORPMASI260 $-35 $295 $-41 $336 $+3 $333 $+333 $
PENTAIR plcPNR208 $-14 $222 $+17 $205 $+31 $174 $+174 $
nVent Electric plcNVT203 $+6 $197 $+50 $147 $+43 $104 $+104 $
BIT ORIGIN LtdBTOG86 $-105 $191 $+191 $
Canopy Growth CorpCGC49 $-2 $51 $+8 $43 $+12 $31 $+31 $
LYNCH & ASSOCIATES/IN12 $-15 $27 $-2 $29 $+2 $27 $+27 $
129.884.373 $+3.971.051 $126.350.497 $+16.805.744 $110.001.449 $+21.111.324 $88.896.851 $+88.896.851 $
Erweiterte Einstellungen ×