Investments: Valued Retirements, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
81.914.997 $+10.943.459 $70.979.771 $+0 $70.979.771 $+10.996.654 $60.995.769 $+60.995.769 $
BANK OF AMERICA CORP /DE/BAC59.058.744 $+7.229.903 $51.828.841 $+0 $51.828.841 $+9.666.506 $42.162.335 $+42.162.335 $
EXXON MOBIL CORPXOM4.649.697 $+430.621 $4.219.076 $+0 $4.219.076 $-435.606 $4.654.682 $+4.654.682 $
APPFOLIO INCAPPF4.043.987 $+966.732 $3.077.255 $+0 $3.077.255 $-271.768 $3.349.023 $+3.349.023 $
ISHARES GOLD TRUSTIAU2.857.265 $+624.715 $2.232.550 $+0 $2.232.550 $+111.287 $2.121.263 $+2.121.263 $
MICROSOFT CORPMSFT2.084.478 $-89.367 $2.173.845 $+0 $2.173.845 $+516.152 $1.657.693 $+1.657.693 $
NVIDIA CORPNVDA1.402.761 $+238.149 $1.164.612 $+0 $1.164.612 $+333.964 $830.648 $+830.648 $
ALPHA PRO TECH LTDAPT1.267.635 $+552.815 $714.820 $+0 $714.820 $+112.935 $601.885 $+601.885 $
BlackRock, Inc.BLK876.400 $+624 $875.776 $+0 $875.776 $-237.540 $1.113.316 $+1.113.316 $
AMAZON COM INCAMZN1.095.703 $+58.646 $1.037.057 $+0 $1.037.057 $+70.726 $966.331 $+966.331 $
WELLTOWER INC.WELL647.498 $+201.056 $446.442 $+0 $446.442 $+169.426 $277.016 $+277.016 $
NETFLIX INCNFLX449.110 $-192.333 $641.443 $+0 $641.443 $+194.761 $446.682 $+446.682 $
MORGAN STANLEYMS592.609 $+592.609 $
Mastercard IncMA534.344 $+8.368 $525.976 $+0 $525.976 $+12.936 $513.040 $+513.040 $
BERKSHIRE HATHAWAY INCBRK-B258.865 $-200.188 $459.053 $+0 $459.053 $-44.235 $503.288 $+503.288 $
SOUTHERN COSO467.517 $-17.856 $485.373 $+0 $485.373 $+37.026 $448.347 $+448.347 $
JPMORGAN CHASE & COJPM425.054 $+42.621 $382.433 $+0 $382.433 $+44.865 $337.568 $+337.568 $
ROYAL GOLD INCRGLD345.976 $+69.220 $276.756 $+0 $276.756 $+276.756 $
IBEX LtdIBEX289.061 $+289.061 $
AngloGold Ashanti PLCAU277.160 $+277.160 $
ELI LILLY & CoLLY241.592 $+241.592 $
PALATIN TECHNOLOGIES INCPTNT211.167 $-13.079 $224.246 $+0 $224.246 $+224.246 $
XCEL ENERGY INCXEL218.869 $+12.885 $205.984 $+205.984 $
Edwards Lifesciences CorpEW214.217 $+0 $214.217 $+214.217 $
Accenture plcACN214.059 $+214.059 $
American Homes 4 RentAMH212.114 $+212.114 $
81.914.997 $+10.943.459 $70.979.771 $+0 $70.979.771 $+10.996.654 $60.995.769 $+60.995.769 $
Erweiterte Einstellungen ×