Investments: Lord & Richards 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. ($)
61.606.461 $+3.192.916 $60.146.681 $+7.556.705 $52.870.061 $+6.489.170 $52.007.478 $+52.007.478 $
BANK OF AMERICA CORP /DE/BAC46.360.813 $+5.818.171 $40.542.642 $+5.535.779 $35.006.863 $+835.523 $34.171.340 $+34.171.340 $
NVIDIA CORPNVDA2.715.946 $-535.397 $3.251.343 $+111.924 $3.139.419 $+1.291.755 $1.847.664 $+1.847.664 $
MICROSOFT CORPMSFT1.889.216 $-657.545 $2.546.761 $+155.712 $2.391.049 $+612.452 $1.778.597 $+1.778.597 $
BlackRock, Inc.BLK2.136.833 $+2.136.833 $
AMAZON COM INCAMZN1.342.680 $-655.407 $1.998.087 $+66.797 $1.931.290 $+569.599 $1.361.691 $+1.361.691 $
COPART INCCPRT1.291.558 $-687.841 $1.979.399 $+298.997 $1.680.402 $+218.569 $1.461.833 $+1.461.833 $
JPMORGAN CHASE & COJPM950.956 $-839.425 $1.790.381 $+249.508 $1.540.873 $+271.709 $1.269.164 $+1.269.164 $
Walmart Inc.WMT1.014.611 $-684.746 $1.699.357 $+247.617 $1.451.740 $+303.271 $1.148.469 $+1.148.469 $
ALPHA PRO TECH LTDAPT1.568.359 $+406.340 $1.162.019 $+263.423 $898.596 $+328.130 $570.466 $+570.466 $
ROPER TECHNOLOGIES INCROP1.532.474 $+215.705 $1.316.769 $+124.048 $1.192.721 $+1.192.721 $
UNITEDHEALTH GROUP INCUNH1.451.836 $+1.451.836 $
MORGAN STANLEYMS1.408.431 $+1.408.431 $
ELI LILLY & CoLLY752.101 $+233.261 $518.840 $+105.689 $413.151 $+413.151 $
APPFOLIO INCAPPF728.287 $+55.297 $672.990 $+36.346 $636.644 $+218.132 $418.512 $+418.512 $
EXXON MOBIL CORPXOM599.183 $+110.276 $488.907 $+47.328 $441.579 $+98.229 $343.350 $+343.350 $
INTUITIVE SURGICAL INCISRG596.378 $+171.062 $425.316 $+32.974 $392.342 $+131.334 $261.008 $+261.008 $
Accenture plcACN588.651 $+126.522 $462.129 $+78.056 $384.073 $+124.144 $259.929 $+259.929 $
NETFLIX INCNFLX422.764 $+4.340 $418.424 $-149.367 $567.791 $+567.791 $
LINDE PLCLIN515.553 $+58.603 $456.950 $+59.555 $397.395 $+101.248 $296.147 $+296.147 $
PROCTER & GAMBLE CoPG280.085 $+280.085 $
POOL CORPPOOL273.144 $+273.144 $
LOCKHEED MARTIN CORPLMT269.405 $+269.405 $
PALATIN TECHNOLOGIES INCPTNT200.662 $+200.662 $
COMMONWEALTH EQUITY SERVICES, LLC74.670 $+74.670 $
ISHARES GOLD TRUSTIAU71.695 $+71.695 $
HARBOUR INVESTMENTS, INC.33.613 $+33.613 $
CITIGROUP INCC33.517 $+33.517 $
WELLS FARGO & COMPANY/MNWFC33.388 $+33.388 $
GOLDMAN SACHS GROUP INCGS32.777 $+32.777 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP19.806 $+19.806 $
PRINCIPAL SECURITIES, INC.14.629 $+14.629 $
AT&T INC.T14.395 $+14.395 $
Trane Technologies plcTT11.792 $+11.792 $
FEDEX CORPFDX3.900 $+3.900 $
UNITED PARCEL SERVICE INCUPS3.190 $+3.190 $
BOEING COBA2.729 $+2.729 $
Concentrix CorpCNXC2.226 $+2.226 $
DYNEX CAPITAL INCDX1.914 $+1.914 $
BARCLAYS PLCBCS1.866 $+1.866 $
QuantumScape CorpQS208 $+208 $
Canopy Growth CorpCGC28 $+28 $
61.606.461 $+3.192.916 $60.146.681 $+7.556.705 $52.870.061 $+6.489.170 $52.007.478 $+52.007.478 $
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