Investments: Magnolia Private Wealth, 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. ($)
92.146.792 $-19.471 $92.910.378 $+2.471.007 $90.444.901 $-1.324.859 $92.025.083 $+92.025.083 $
BANK OF AMERICA CORP /DE/BAC57.898.617 $-2.590.281 $60.488.898 $-2.172.924 $62.661.822 $-1.290.378 $63.952.200 $+63.952.200 $
MORGAN STANLEYMS12.975.371 $-168.570 $13.143.941 $+1.553.422 $11.590.519 $+1.793.148 $9.797.371 $+9.797.371 $
APPFOLIO INCAPPF4.744.121 $+434.598 $4.309.523 $+1.093.792 $3.215.731 $-299.080 $3.514.811 $+3.514.811 $
NVIDIA CORPNVDA1.355.482 $+25.353 $1.330.129 $+275.862 $1.054.267 $-2.833.757 $3.888.024 $+3.888.024 $
MICROSOFT CORPMSFT2.619.881 $-570.276 $3.190.157 $+255.850 $2.934.307 $+715.377 $2.218.930 $+2.218.930 $
BERKSHIRE HATHAWAY INCBRK-B2.475.874 $+5.822 $2.470.052 $+87.691 $2.382.361 $-235.907 $2.618.268 $+2.618.268 $
ALPHA PRO TECH LTDAPT2.507.633 $+428.031 $2.079.602 $+627.608 $1.451.994 $+214.903 $1.237.091 $+1.237.091 $
CHAIN BRIDGE BANCORP INCCBNA1.130.650 $+1.130.650 $
BlackRock, Inc.BLK1.126.484 $+857.607 $268.877 $+13.554 $255.323 $+255.323 $
JPMORGAN CHASE & COJPM946.038 $-38.734 $984.772 $+93.299 $891.473 $+130.552 $760.921 $+760.921 $
AMAZON COM INCAMZN892.119 $+74.221 $817.898 $+12.956 $804.942 $+84.237 $720.705 $+720.705 $
NETFLIX INCNFLX489.146 $-190.642 $679.788 $-35.307 $715.095 $+227.382 $487.713 $+487.713 $
SPS COMMERCE INCSPSC565.931 $+62.585 $503.346 $+91.825 $411.521 $-6.282 $417.803 $+417.803 $
Mastercard IncMA553.754 $+17.935 $535.819 $+25.016 $510.803 $+24.621 $486.182 $+486.182 $
GENERAL ELECTRIC COGE365.940 $+1.730 $364.210 $+60.046 $304.164 $+70.644 $233.520 $+233.520 $
Accenture plcACN267.227 $-42.996 $310.223 $-45.456 $355.679 $-10.032 $365.711 $+365.711 $
PEPSICO INCPEP247.315 $+25.092 $222.223 $-100.898 $323.121 $+323.121 $
JOHNSON & JOHNSONJNJ235.302 $-45.795 $281.097 $+41.279 $239.818 $-34.647 $274.465 $+274.465 $
ORACLE CORPORCL279.271 $+79.225 $200.046 $+200.046 $
WESBANCO INCWSBC260.853 $+5.031 $255.822 $+255.822 $
ISHARES GOLD TRUSTIAU251.221 $+251.221 $
CATERPILLAR INCCAT242.324 $+41.444 $200.880 $+200.880 $
RTX CorpRTX217.529 $-19.754 $237.283 $+20.181 $217.102 $+217.102 $
ELI LILLY & CoLLY232.137 $+232.137 $
GOLDMAN SACHS GROUP INCGS228.540 $+21.489 $207.051 $+207.051 $
StoneX Group Inc.SNEX43.000 $+43.000 $
92.146.792 $-19.471 $92.910.378 $+2.471.007 $90.444.901 $-1.324.859 $92.025.083 $+92.025.083 $
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