Investments: POTENTIA WEALTH

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. ($)
173.689.304 $-4.866.045 $178.555.349 $+60.511.638 $116.089.819 $-29.738.617 $148.038.968 $+148.038.968 $
BANK OF AMERICA CORP /DE/BAC99.064.754 $-14.646.095 $113.710.849 $+51.687.499 $62.023.350 $-34.504.137 $96.527.487 $+96.527.487 $
APPFOLIO INCAPPF25.546.547 $+7.878.841 $17.667.706 $+5.699.472 $11.968.234 $-752.525 $12.720.759 $+12.720.759 $
BERKSHIRE HATHAWAY INCBRK-B8.779.546 $+768.403 $8.011.143 $+618.682 $7.392.461 $-1.199.644 $8.592.105 $+8.592.105 $
MICROSOFT CORPMSFT8.326.613 $-397.479 $8.724.092 $-3.345 $8.727.437 $+2.259.461 $6.467.976 $+6.467.976 $
NVIDIA CORPNVDA8.389.428 $-280.859 $8.670.287 $-42.362 $8.712.649 $+2.873.754 $5.838.895 $+5.838.895 $
ALPHA PRO TECH LTDAPT5.397.339 $+1.479.681 $3.917.658 $+1.058.365 $2.859.293 $+470.581 $2.388.712 $+2.388.712 $
ORACLE CORPORCL2.209.306 $-978.550 $3.187.856 $+709.684 $2.478.172 $+893.424 $1.584.748 $+1.584.748 $
AMAZON COM INCAMZN2.058.915 $+188.179 $1.870.736 $+10.310 $1.860.426 $+232.941 $1.627.485 $+1.627.485 $
RTX CorpRTX1.546.062 $+135.470 $1.410.592 $+293.954 $1.116.638 $+1.116.638 $
BlackRock, Inc.BLK1.501.773 $-18.192 $1.519.965 $+118.146 $1.401.819 $+152.929 $1.248.890 $+1.248.890 $
ELI LILLY & CoLLY1.268.122 $+367.782 $900.340 $-27.301 $927.641 $-61.799 $989.440 $+989.440 $
JOHNSON & JOHNSONJNJ1.064.758 $+155.272 $909.486 $+160.246 $749.240 $-80.789 $830.029 $+830.029 $
UNILEVER PLCUL803.112 $-15.900 $819.012 $-26.113 $845.125 $+22.382 $822.743 $+822.743 $
PG&E CorpPCG495.004 $+30.496 $464.508 $-101.097 $565.605 $-249.809 $815.414 $+815.414 $
SPS COMMERCE INCSPSC805.302 $+78.010 $727.292 $+96.903 $630.389 $+39.125 $591.264 $+591.264 $
Synchrony FinancialSYF675.281 $+97.499 $577.782 $-8.464 $586.246 $-31.670 $617.916 $+617.916 $
PROCTER & GAMBLE CoPG441.539 $-77.952 $519.491 $-19.170 $538.661 $-37.529 $576.190 $+576.190 $
NETFLIX INCNFLX442.078 $-72.259 $514.337 $-60.149 $574.486 $+174.430 $400.056 $+400.056 $
JPMORGAN CHASE & COJPM566.462 $+11.936 $554.526 $+44.864 $509.662 $+78.424 $431.238 $+431.238 $
GENERAL DYNAMICS CORPGD541.349 $-6.979 $548.328 $+79.339 $468.989 $+30.680 $438.309 $+438.309 $
RIO TINTO PLCRIO380.944 $+53.866 $327.078 $+10.638 $316.440 $-160.895 $477.335 $+477.335 $
FREEPORT-MCMORAN INCFCX345.170 $-50.795 $395.965 $-41.698 $437.663 $-29.379 $467.042 $+467.042 $
Community West BancsharesCWBC453.646 $+33.469 $420.177 $+178.237 $241.940 $+241.940 $
STARBUCKS CORPSBUX383.155 $-1.776 $384.931 $-31.985 $416.916 $-29.393 $446.309 $+446.309 $
Walmart Inc.WMT434.433 $+32.560 $401.873 $+20.768 $381.105 $+39.288 $341.817 $+341.817 $
GSK plcGSK313.758 $+35.939 $277.819 $-103.229 $381.048 $+381.048 $
Accenture plcACN281.447 $+22.764 $258.683 $-54.853 $313.536 $-13.794 $327.330 $+327.330 $
ADVANCED MICRO DEVICES INCAMD259.348 $+259.348 $
FORD MOTOR COF174.339 $-20.826 $195.165 $-2.090 $197.255 $-61.692 $258.947 $+258.947 $
AbbVie Inc.ABBV258.677 $+20.345 $238.332 $+24.066 $214.266 $+214.266 $
UNITEDHEALTH GROUP INCUNH256.640 $+256.640 $
KLA CORPKLAC240.586 $+27.023 $213.563 $+213.563 $
AMERICAN EXPRESS COAXP240.511 $+24.734 $215.777 $+8.758 $207.019 $+207.019 $
173.689.304 $-4.866.045 $178.555.349 $+60.511.638 $116.089.819 $-29.738.617 $148.038.968 $+148.038.968 $
Erweiterte Einstellungen ×