Investments: Keystone Financial Group, Inc.

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. ($)
120.250.734 $+10.105.658 $110.145.501 $+13.800.304 $96.494.180 $+3.703.595 $92.854.663 $+92.854.663 $
BANK OF AMERICA CORP /DE/BAC98.621.674 $+6.632.194 $91.989.480 $+9.030.527 $82.958.953 $+2.054.783 $80.904.170 $+80.904.170 $
GOLDMAN SACHS GROUP INCGS9.620.107 $+3.340.696 $6.279.411 $+5.226.364 $1.053.047 $+992.604 $60.443 $+60.443 $
BlackRock, Inc.BLK7.187.791 $+66.229 $7.121.562 $-621.154 $7.742.716 $+200.070 $7.542.646 $+7.542.646 $
MORGAN STANLEYMS1.047.268 $+12.787 $1.034.481 $-77.298 $1.111.779 $-36.741 $1.148.520 $+1.148.520 $
NVIDIA CORPNVDA648.610 $-993 $649.603 $+17.473 $632.130 $+377.197 $254.933 $+254.933 $
MICROSOFT CORPMSFT376.579 $-26.461 $403.040 $-18.102 $421.142 $+63.571 $357.571 $+357.571 $
BERKSHIRE HATHAWAY INCBRK-B380.003 $-68 $380.071 $+21.878 $358.193 $-29.128 $387.321 $+387.321 $
JOHNSON & JOHNSONJNJ330.706 $+35.614 $295.092 $+35.790 $259.302 $+8.966 $250.336 $+250.336 $
AMGEN INCAMGN297.075 $+42.240 $254.835 $-9.813 $264.648 $+16.409 $248.239 $+248.239 $
SOUTHERN COSO249.600 $-20.289 $269.889 $+28.120 $241.769 $+8.465 $233.304 $+233.304 $
AbbVie Inc.ABBV259.658 $-2.802 $262.460 $+46.680 $215.780 $+3.079 $212.701 $+212.701 $
APPFOLIO INCAPPF258.133 $+16.419 $241.714 $+93.043 $148.671 $+8.920 $139.751 $+139.751 $
ATMOS ENERGY CORPATO189.390 $-2.394 $191.784 $+41.812 $149.972 $+57.357 $92.615 $+92.615 $
CITIGROUP INCC140.796 $+220 $140.576 $-33.464 $174.040 $+70.811 $103.229 $+103.229 $
3M COMMM144.896 $+5.056 $139.840 $+13.111 $126.729 $+13.149 $113.580 $+113.580 $
DEERE & CODE17.550 $-127.295 $144.845 $+144.845 $
BECTON DICKINSON & COBDX111.512 $+58.710 $52.802 $+52.802 $
EMERSON ELECTRIC COEMR89.384 $+1.296 $88.088 $-8.492 $96.580 $+24.964 $71.616 $+71.616 $
PFIZER INCPFE7.662 $-50 $7.712 $+432 $7.280 $-83.116 $90.396 $+90.396 $
PROCTER & GAMBLE CoPG67.929 $-4.901 $72.830 $-1.188 $74.018 $-1.967 $75.985 $+75.985 $
Medtronic plcMDT71.707 $+608 $71.099 $+4.698 $66.401 $+5.402 $60.999 $+60.999 $
PEPSICO INCPEP65.801 $+2.182 $63.619 $-1.269 $64.888 $+5.663 $59.225 $+59.225 $
SPS COMMERCE INCSPSC64.599 $+6.657 $57.942 $+7.674 $50.268 $-1.155 $51.423 $+51.423 $
Grayscale Bitcoin Mini Trust ETFBTC31.604 $-9.710 $41.314 $-1.118 $42.432 $+10.348 $32.084 $+32.084 $
EXXON MOBIL CORPXOM42.077 $+2.991 $39.086 $+2.053 $37.033 $+1.381 $35.652 $+35.652 $
BOEING COBA35.332 $+35.332 $
Walmart Inc.WMT27.018 $+2.077 $24.941 $+1.939 $23.002 $-847 $23.849 $+23.849 $
AT&T INC.T17.810 $-2.438 $20.248 $+733 $19.515 $-676 $20.191 $+20.191 $
JPMORGAN CHASE & COJPM18.445 $+18.445 $
ALPHA PRO TECH LTDAPT14.620 $+1.725 $12.895 $+12.895 $
LOCKHEED MARTIN CORPLMT10.301 $+10.301 $
iShares Bitcoin Trust ETFIBIT8.589 $+8.589 $
METLIFE INCMET3.472 $+8 $3.464 $+3.464 $
DARDEN RESTAURANTS INCDRI2.760 $-95 $2.855 $-311 $3.166 $+188 $2.978 $+2.978 $
Walt Disney CoDIS1.829 $+446 $1.383 $+1.383 $
GENERAL ELECTRIC COGE1.234 $+29 $1.205 $+150 $1.055 $+221 $834 $+834 $
NICOLET BANKSHARES INCNIC274 $-25 $299 $-9 $308 $+67 $241 $+241 $
Viatris IncVTRS304 $+31 $273 $+12 $261 $+261 $
Organon & Co.OGN121 $+14 $107 $+4 $103 $+103 $
120.250.734 $+10.105.658 $110.145.501 $+13.800.304 $96.494.180 $+3.703.595 $92.854.663 $+92.854.663 $
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