Investments: OFC FINANCIAL PLANNING, 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. ($)
76.524.305 $+2.908.608 $73.615.697 $+5.326.016 $68.289.681 $+3.373.917 $65.126.060 $+65.126.060 $
BANK OF AMERICA CORP /DE/BAC36.756.760 $+59.765 $36.696.995 $+345.813 $36.351.182 $+2.624.495 $33.726.687 $+33.726.687 $
APPFOLIO INCAPPF22.358.892 $+1.381.780 $20.977.112 $+4.000.378 $16.976.734 $-1.415.346 $18.392.080 $+18.392.080 $
MORGAN STANLEYMS2.942.471 $+104.311 $2.838.160 $+46.112 $2.792.048 $+135.929 $2.656.119 $+2.656.119 $
ISHARES GOLD TRUSTIAU2.770.494 $+263.786 $2.506.708 $+301.284 $2.205.424 $+117.238 $2.088.186 $+2.088.186 $
SPS COMMERCE INCSPSC2.098.065 $+168.218 $1.929.847 $+274.925 $1.654.922 $+89.457 $1.565.465 $+1.565.465 $
MICROSOFT CORPMSFT1.612.389 $-114.456 $1.726.845 $+68.480 $1.658.365 $+420.329 $1.238.036 $+1.238.036 $
ALPHA PRO TECH LTDAPT1.335.380 $+298.649 $1.036.731 $+247.613 $789.118 $+102.089 $687.029 $+687.029 $
NUCOR CORPNUE1.227.542 $+208.316 $1.019.226 $+44.327 $974.899 $+69.238 $905.661 $+905.661 $
BARCLAYS PLCBCS1.184.124 $+91.448 $1.092.676 $+38.110 $1.054.566 $+73.134 $981.432 $+981.432 $
NVIDIA CORPNVDA784.792 $-337 $785.129 $-321.907 $1.107.036 $+384.575 $722.461 $+722.461 $
CITIGROUP INCC1.007.268 $+181.464 $825.804 $+133.268 $692.536 $+114.961 $577.575 $+577.575 $
CATERPILLAR INCCAT971.015 $+162.246 $808.769 $+150.753 $658.016 $+99.005 $559.011 $+559.011 $
MCDONALDS CORPMCD495.121 $+2.819 $492.302 $+10.221 $482.081 $-33.330 $515.411 $+515.411 $
PALATIN TECHNOLOGIES INCPTNT374.164 $-9.830 $383.994 $+97.040 $286.954 $+286.954 $
AMAZON COM INCAMZN355.463 $+105.153 $250.310 $-127.041 $377.351 $+76.740 $300.611 $+300.611 $
JPMORGAN CHASE & COJPM250.365 $+5.276 $245.089 $+16.640 $228.449 $+228.449 $
STARBUCKS CORPSBUX210.296 $+210.296 $
76.524.305 $+2.908.608 $73.615.697 $+5.326.016 $68.289.681 $+3.373.917 $65.126.060 $+65.126.060 $
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