Investments: Financial Life Planners

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. ($)
130.995.203 $-6.179.155 $140.027.363 $+22.985.766 $115.785.637 $+20.120.662 $96.920.935 $+96.920.935 $
BANK OF AMERICA CORP /DE/BAC89.032.288 $-5.788.693 $94.820.981 $+15.927.823 $78.893.158 $+12.531.829 $66.361.329 $+66.361.329 $
NVIDIA CORPNVDA14.423.369 $-34.508 $14.457.877 $+2.036.336 $12.421.541 $+3.916.444 $8.505.097 $+8.505.097 $
APPFOLIO INCAPPF6.762.928 $+440.869 $6.322.059 $+973.130 $5.348.929 $-1.309.242 $6.658.171 $+6.658.171 $
PALATIN TECHNOLOGIES INCPTNT5.245.907 $-29.832 $5.275.739 $+1.635.336 $3.640.403 $+3.640.403 $
MICROSOFT CORPMSFT4.261.635 $-348.357 $4.609.992 $+103.251 $4.506.741 $-528.381 $5.035.122 $+5.035.122 $
BERKSHIRE HATHAWAY INCBRK-B3.746.833 $-118.257 $3.865.090 $-20.345 $3.885.435 $+178.941 $3.706.494 $+3.706.494 $
AMAZON COM INCAMZN2.012.386 $+159.047 $1.853.339 $-21.725 $1.875.064 $+252.200 $1.622.864 $+1.622.864 $
MORGAN STANLEYMS1.456.143 $-432.445 $1.888.588 $+730.256 $1.158.332 $+633.243 $525.089 $+525.089 $
NETFLIX INCNFLX794.016 $-381.957 $1.175.973 $-116.100 $1.292.073 $+992.861 $299.212 $+299.212 $
ELI LILLY & CoLLY133.851 $-803.520 $937.371 $-287.605 $1.224.976 $+1.224.976 $
GOLDMAN SACHS GROUP INCGS672.802 $+189.008 $483.794 $+148.069 $335.725 $+111.628 $224.097 $+224.097 $
ALPHA PRO TECH LTDAPT665.872 $+158.466 $507.406 $+280.841 $226.565 $-211.859 $438.424 $+438.424 $
RTX CorpRTX623.781 $+56.871 $566.910 $+75.633 $491.277 $+47.785 $443.492 $+443.492 $
ORACLE CORPORCL281.007 $-123.723 $404.730 $+90.752 $313.978 $+113.989 $199.989 $+199.989 $
JPMORGAN CHASE & COJPM294.014 $+7.579 $286.435 $+33.959 $252.476 $+57.629 $194.847 $+194.847 $
GENERAL ELECTRIC COGE270.597 $+41.498 $229.099 $+119.075 $110.024 $+110.024 $
EXXON MOBIL CORPXOM234.654 $+16.685 $217.969 $+11.400 $206.569 $-19.203 $225.772 $+225.772 $
AppLovin CorpAPP216.971 $+8.594 $208.377 $+208.377 $
BlackRock, Inc.BLK204.823 $+204.823 $
1ST SOURCE CORPSRCE173.471 $+6.984 $166.487 $+166.487 $
SPS COMMERCE INCSPSC160.011 $+160.011 $
Accenture plcACN93.765 $-63.707 $157.472 $+157.472 $
Otis Worldwide CorpOTIS123.870 $-14.653 $138.523 $+138.523 $
Walmart Inc.WMT135.999 $+20.906 $115.093 $+115.093 $
ADVANCED MICRO DEVICES INCAMD132.668 $+132.668 $
UNITEDHEALTH GROUP INCUNH31.800 $-95.563 $127.363 $+127.363 $
INTUITIVE SURGICAL INCISRG88.105 $-37.198 $125.303 $+125.303 $
TransDigm Group INCTDG112.986 $+2.124 $110.862 $+110.862 $
CATERPILLAR INCCAT109.960 $+109.960 $
PROCTER & GAMBLE CoPG60.620 $-43.476 $104.096 $+104.096 $
COCA COLA COKO74.014 $-26.723 $100.737 $+100.737 $
Edwards Lifesciences CorpEW93.324 $+93.324 $
BOEING COBA79.210 $+79.210 $
Parker-Hannifin CorpPH66.019 $+66.019 $
SCHWAB CHARLES CORPSCHW59.278 $+59.278 $
Eaton Corp plcETN53.864 $+53.864 $
CVS HEALTH CorpCVS49.455 $+49.455 $
ISHARES GOLD TRUSTIAU49.120 $+49.120 $
MCDONALDS CORPMCD49.118 $+49.118 $
Peakstone Realty TrustPKST44.055 $+44.055 $
AMERICAN EXPRESS COAXP43.169 $+43.169 $
CONOCOPHILLIPSCOP38.571 $+38.571 $
ANALOG DEVICES INCADI38.342 $+38.342 $
GENERAL DYNAMICS CORPGD32.673 $+32.673 $
BANNER CORPBANR32.005 $+32.005 $
Constellation Energy CorpCEG31.692 $+31.692 $
UNILEVER PLCUL29.503 $+29.503 $
BP PLCBP28.037 $+28.037 $
CHIPOTLE MEXICAN GRILL INCCMG25.474 $+25.474 $
DOVER CorpDOV25.022 $+25.022 $
NEXTERA ENERGY INCNEE23.799 $+23.799 $
AbbVie Inc.ABBV23.154 $+23.154 $
FREEPORT-MCMORAN INCFCX22.631 $+22.631 $
MICROCHIP TECHNOLOGY INCMCHP21.928 $+21.928 $
Mastercard IncMA19.936 $+19.936 $
METLIFE INCMET18.851 $+18.851 $
3M COMMM17.714 $+17.714 $
STURM RUGER & CO INCRGR16.175 $+16.175 $
SOUTHERN COSO14.592 $+14.592 $
LINDE PLCLIN14.248 $+14.248 $
EVERSOURCE ENERGYES13.348 $+13.348 $
ASML HOLDING NVASML12.614 $+12.614 $
Veralto CorpVLTO12.241 $+12.241 $
Vertiv Holdings CoVRT12.082 $+12.082 $
BARRICK MINING CORPB11.751 $+11.751 $
NUCOR CORPNUE10.150 $+10.150 $
INTEL CORPINTC8.678 $+8.678 $
SAP SESAP8.141 $+8.141 $
MCKESSON CORPMCK7.781 $+7.781 $
PEPSICO INCPEP7.022 $+7.022 $
WATSCO INCWSO6.289 $+6.289 $
Walt Disney CoDIS6.219 $+6.219 $
STRYKER CORPSYK5.478 $+5.478 $
CITIGROUP INCC5.461 $+5.461 $
BOSTON SCIENTIFIC CORPBSX3.515 $+3.515 $
MGM Resorts InternationalMGM3.467 $+3.467 $
AT&T INC.T3.269 $+3.269 $
CARNIVAL CORPCCL2.891 $+2.891 $
Fortive CorpFTV2.547 $+2.547 $
WILLIAMS SONOMA INCWSM2.544 $+2.544 $
Grayscale Bitcoin Mini Trust ETFBTC2.431 $+2.431 $
STARBUCKS CORPSBUX1.999 $+1.999 $
Palo Alto Networks IncPANW1.222 $+1.222 $
MICRON TECHNOLOGY INCMU1.008 $+1.008 $
GoPro, Inc.GPRO848 $+848 $
Ralliant CorpRAL745 $+745 $
MOSAIC COMOS624 $+624 $
NOVAVAX INCNVAX425 $+425 $
Snap IncSNAP417 $+417 $
ASTRAZENECA PLCAZN245 $+245 $
PFIZER INCPFE174 $+174 $
Canopy Growth CorpCGC167 $+167 $
Avery Dennison CorpAVY133 $+133 $
WELLTOWER INC.WELL76 $+76 $
MATERION CorpMTRN75 $+75 $
MFA FINANCIAL, INC.MFA26 $+26 $
130.995.203 $-6.179.155 $140.027.363 $+22.985.766 $115.785.637 $+20.120.662 $96.920.935 $+96.920.935 $
Erweiterte Einstellungen ×