Investments: ADG Wealth Management Group, 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. ($)
130.874.015 $+5.041.260 $125.832.755 $+8.630.275 $117.202.480 $+11.406.983 $105.795.497 $+105.795.497 $
BANK OF AMERICA CORP /DE/BAC126.427.221 $+4.884.633 $121.542.588 $+7.635.395 $113.907.193 $+11.084.012 $102.823.181 $+102.823.181 $
CHEVRON CORPCVX1.236.309 $-138.212 $1.374.521 $+107.101 $1.267.420 $-213.316 $1.480.736 $+1.480.736 $
APPFOLIO INCAPPF1.223.562 $+92.825 $1.130.737 $+244.668 $886.069 $-21.998 $908.067 $+908.067 $
JPMORGAN CHASE & COJPM477.918 $+28.997 $448.921 $+52.265 $396.656 $+79.433 $317.223 $+317.223 $
BERKSHIRE HATHAWAY INCBRK-B379.501 $+42.162 $337.339 $+58.021 $279.318 $+13.028 $266.290 $+266.290 $
ALPHA PRO TECH LTDAPT362.753 $+81.209 $281.544 $+281.544 $
MICROSOFT CORPMSFT299.361 $+13.971 $285.390 $+36.188 $249.202 $+249.202 $
TEXTRON INCTXT235.185 $+7.231 $227.954 $+11.332 $216.622 $+216.622 $
AMAZON COM INCAMZN232.205 $+28.444 $203.761 $+203.761 $
130.874.015 $+5.041.260 $125.832.755 $+8.630.275 $117.202.480 $+11.406.983 $105.795.497 $+105.795.497 $
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