Investments: FOUNDERS GROVE WEALTH PARTNERS, 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. ($)
337.693.786 $+16.361.261 $321.554.678 $+24.670.408 $297.085.250 $+24.050.966 $273.457.873 $+273.457.873 $
BANK OF AMERICA CORP /DE/BAC263.241.975 $+5.999.111 $257.242.864 $+14.066.823 $243.176.041 $+20.826.396 $222.349.645 $+222.349.645 $
ELI LILLY & CoLLY18.714.992 $+2.409.473 $16.305.519 $-423.197 $16.728.716 $-944.724 $17.673.440 $+17.673.440 $
BlackRock, Inc.BLK12.443.431 $+401.539 $12.041.892 $+2.171.680 $9.870.212 $-183.645 $10.053.857 $+10.053.857 $
APPFOLIO INCAPPF9.242.968 $+1.182.146 $8.060.822 $+2.096.325 $5.964.497 $-104.317 $6.068.814 $+6.068.814 $
MICROSOFT CORPMSFT7.730.182 $-338.961 $8.069.143 $+784.574 $7.284.569 $+2.146.231 $5.138.338 $+5.138.338 $
NVIDIA CORPNVDA4.787.487 $+906.035 $3.881.452 $+1.696.900 $2.184.552 $+1.253.985 $930.567 $+930.567 $
ALPHA PRO TECH LTDAPT3.852.914 $+1.372.427 $2.480.487 $+908.825 $1.571.662 $+388.257 $1.183.405 $+1.183.405 $
BERKSHIRE HATHAWAY INCBRK-B2.031.028 $+153.707 $1.877.321 $+357.202 $1.520.119 $-72.400 $1.592.519 $+1.592.519 $
AMAZON COM INCAMZN2.028.446 $+455.007 $1.573.439 $+316.773 $1.256.666 $+419.712 $836.954 $+836.954 $
JOHNSON & JOHNSONJNJ1.704.026 $+354.168 $1.349.858 $+342.624 $1.007.234 $-134.740 $1.141.974 $+1.141.974 $
PROCTER & GAMBLE CoPG1.119.893 $-90.635 $1.210.528 $+84.565 $1.125.963 $-294.786 $1.420.749 $+1.420.749 $
EXXON MOBIL CORPXOM1.209.236 $+261.854 $947.382 $-58.015 $1.005.397 $-144.953 $1.150.350 $+1.150.350 $
JPMORGAN CHASE & COJPM1.075.893 $+130.865 $945.028 $+159.082 $785.946 $+196.735 $589.211 $+589.211 $
AbbVie Inc.ABBV606.412 $+33.814 $572.598 $+129.523 $443.075 $-55.583 $498.658 $+498.658 $
COCA COLA COKO572.143 $+35.614 $536.529 $+9.229 $527.300 $-13.503 $540.803 $+540.803 $
ORACLE CORPORCL383.388 $-156.593 $539.981 $+147.322 $392.659 $+155.122 $237.537 $+237.537 $
MORGAN STANLEYMS509.267 $+63.010 $446.257 $-25.541 $471.798 $+155.238 $316.560 $+316.560 $
Mastercard IncMA496.095 $+67.212 $428.883 $+428.883 $
AMERICAN EXPRESS COAXP495.363 $+76.509 $418.854 $+75.313 $343.541 $+73.146 $270.395 $+270.395 $
NETFLIX INCNFLX297.969 $-139.637 $437.606 $+2.389 $435.217 $+218.870 $216.347 $+216.347 $
AFLAC INCAFL386.055 $-2.661 $388.716 $+25.406 $363.310 $-11.178 $374.488 $+374.488 $
CATERPILLAR INCCAT366.637 $+104.204 $262.433 $+262.433 $
ASML HOLDING NVASML307.050 $+307.050 $
PALATIN TECHNOLOGIES INCPTNT292.399 $+91.919 $200.480 $+200.480 $
Walmart Inc.WMT274.848 $+274.848 $
MCKESSON CORPMCK274.530 $+66.323 $208.207 $+208.207 $
RTX CorpRTX260.245 $+46.899 $213.346 $+213.346 $
MCDONALDS CORPMCD257.952 $+51.611 $206.341 $+206.341 $
FEDEX CORPFDX256.508 $+256.508 $
ASTRAZENECA PLCAZN249.498 $+249.498 $
Duke Energy CORPDUK244.500 $-2.505 $247.005 $+27.525 $219.480 $-29.461 $248.941 $+248.941 $
AT&T INC.T240.024 $+470 $239.554 $+239.554 $
NEXTERA ENERGY INCNEE223.516 $+223.516 $
SPS COMMERCE INCSPSC222.330 $+222.330 $
SYSCO CORPSYY222.153 $+15.837 $206.316 $+5.584 $200.732 $+200.732 $
INTEL CORPINTC221.142 $+221.142 $
Booking Holdings Inc.BKNG219.569 $+219.569 $
CITIGROUP INCC218.910 $+218.910 $
SOUTHERN COSO217.128 $+217.128 $
GOLDMAN SACHS GROUP INCGS214.476 $+214.476 $
ALBEMARLE CORPALB213.574 $+213.574 $
ADVANCED MICRO DEVICES INCAMD213.303 $+213.303 $
STRYKER CORPSYK200.980 $+200.980 $
UNITEDHEALTH GROUP INCUNH200.073 $+200.073 $
337.693.786 $+16.361.261 $321.554.678 $+24.670.408 $297.085.250 $+24.050.966 $273.457.873 $+273.457.873 $
Erweiterte Einstellungen ×