Investments: Partners in Financial Planning

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. ($)
212.766.611 $+8.089.055 $204.677.556 $+13.538.252 $191.139.304 $+16.336.013 $175.023.790 $+175.023.790 $
BANK OF AMERICA CORP /DE/BAC173.486.963 $+6.194.939 $167.292.024 $+9.568.118 $157.723.906 $+14.473.917 $143.249.989 $+143.249.989 $
BlackRock, Inc.BLK20.814.186 $+840.380 $19.973.806 $+1.683.337 $18.290.469 $+1.556.851 $16.733.618 $+16.733.618 $
APPFOLIO INCAPPF1.778.368 $+116.106 $1.662.262 $+322.964 $1.339.298 $-110.614 $1.449.912 $+1.449.912 $
ALPHA PRO TECH LTDAPT1.549.304 $+361.901 $1.187.403 $+298.141 $889.262 $+110.074 $779.188 $+779.188 $
EXXON MOBIL CORPXOM1.519.052 $+31.428 $1.487.624 $+126.865 $1.360.759 $-140.494 $1.501.253 $+1.501.253 $
AMAZON COM INCAMZN1.364.377 $+69.573 $1.294.804 $-50.495 $1.345.299 $+178.625 $1.166.674 $+1.166.674 $
MICROSOFT CORPMSFT1.253.827 $-76.562 $1.330.389 $+52.768 $1.277.621 $+313.421 $964.200 $+964.200 $
CHEVRON CORPCVX1.163.390 $-21.952 $1.185.342 $+881.079 $304.263 $-51.175 $355.438 $+355.438 $
STEEL DYNAMICS INCSTLD1.181.067 $+209.240 $971.827 $+57.452 $914.375 $-24.225 $938.600 $+938.600 $
Edwards Lifesciences CorpEW987.536 $+86.648 $900.888 $-5.097 $905.985 $+66.377 $839.608 $+839.608 $
BERKSHIRE HATHAWAY INCBRK-B841.436 $+2.363 $839.073 $+28.323 $810.750 $-78.126 $888.876 $+888.876 $
GENERAL ELECTRIC COGE796.513 $+19.083 $777.430 $+119.618 $657.812 $-98.411 $756.223 $+756.223 $
NATIONAL BANKSHARES INCNKSH718.577 $+87.653 $630.924 $+195.429 $435.495 $+47.233 $388.262 $+388.262 $
Walmart Inc.WMT699.098 $+56.931 $642.167 $+32.900 $609.267 $+62.248 $547.019 $+547.019 $
PROCTER & GAMBLE CoPG578.677 $-40.609 $619.286 $-21.719 $641.005 $-43.490 $684.495 $+684.495 $
CSX CORPCSX573.330 $+11.704 $561.626 $+45.550 $516.076 $+50.611 $465.465 $+465.465 $
NICOLET BANKSHARES INCNIC508.145 $-48.015 $556.160 $-10.449 $566.609 $+60.298 $506.311 $+506.311 $
JOHNSON & JOHNSONJNJ535.910 $+55.753 $480.157 $+69.326 $410.831 $-55.936 $466.767 $+466.767 $
MCDONALDS CORPMCD492.722 $+2.805 $489.917 $+18.894 $471.023 $-32.565 $503.588 $+503.588 $
CVS HEALTH CorpCVS467.272 $+23.376 $443.896 $+37.742 $406.154 $+6.045 $400.109 $+400.109 $
CARDINAL HEALTH INCCAH444.497 $+104.993 $339.504 $-23.880 $363.384 $+65.387 $297.997 $+297.997 $
AbbVie Inc.ABBV300.836 $-3.986 $304.822 $+60.480 $244.342 $-31.426 $275.768 $+275.768 $
RTX CorpRTX289.222 $+28.355 $260.867 $+33.222 $227.645 $+21.140 $206.505 $+206.505 $
SOUTHERN COSO208.059 $-18.062 $226.121 $+7.015 $219.106 $-287 $219.393 $+219.393 $
UNITEDHEALTH GROUP INCUNH220.499 $+220.499 $
PFIZER INCPFE214.247 $-4.990 $219.237 $+10.669 $208.568 $-9.465 $218.033 $+218.033 $
212.766.611 $+8.089.055 $204.677.556 $+13.538.252 $191.139.304 $+16.336.013 $175.023.790 $+175.023.790 $
Erweiterte Einstellungen ×