Investments: SwitchPoint Financial Planning, 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. ($)
31.361.364 $+1.593.556 $29.767.808 $+5.932.381 $23.835.427 $+5.955.428 $18.065.166 $+18.065.166 $
BANK OF AMERICA CORP /DE/BAC18.829.342 $+133.109 $18.696.233 $+1.468.959 $17.227.274 $+2.772.237 $14.455.037 $+14.455.037 $
ALPHA PRO TECH LTDAPT4.675.876 $+1.045.083 $3.630.793 $+3.380.019 $250.774 $+250.774 $
MICROSOFT CORPMSFT1.446.849 $-28.687 $1.475.536 $+103.179 $1.372.357 $+500.219 $872.138 $+872.138 $
APPFOLIO INCAPPF1.427.054 $+4.469 $1.422.585 $+318.928 $1.103.657 $-61.977 $1.165.634 $+1.165.634 $
BERKSHIRE HATHAWAY INCBRK-B1.398.303 $+13.555 $1.384.748 $+63.201 $1.321.547 $+812.933 $508.614 $+508.614 $
NVIDIA CORPNVDA1.096.841 $+185.743 $911.098 $+195.380 $715.718 $+280.448 $435.270 $+435.270 $
AMAZON COM INCAMZN654.606 $+87.896 $566.710 $+23.940 $542.770 $+99.464 $443.306 $+443.306 $
BlackRock, Inc.BLK458.095 $+22.966 $435.129 $+27.905 $407.224 $+407.224 $
Walmart Inc.WMT411.582 $+37.134 $374.448 $+24.268 $350.180 $+350.180 $
ELI LILLY & CoLLY365.766 $+125.918 $239.848 $+261 $239.587 $+239.587 $
ORACLE CORPORCL210.101 $-97.551 $307.652 $+81.867 $225.785 $+225.785 $
JOHNSON & JOHNSONJNJ231.909 $+31.172 $200.737 $+200.737 $
MORGAN STANLEYMS185.167 $+185.167 $
Sibanye Stillwater LtdSBSW155.040 $+32.749 $122.291 $+43.737 $78.554 $+78.554 $
31.361.364 $+1.593.556 $29.767.808 $+5.932.381 $23.835.427 $+5.955.428 $18.065.166 $+18.065.166 $
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