Investments: Prepared Retirement Institute 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. ($)
154.544.191 $+5.035.621 $150.116.015 $+15.781.613 $134.272.514 $+11.109.578 $124.011.500 $+124.011.500 $
BANK OF AMERICA CORP /DE/BAC136.933.933 $+4.355.940 $132.577.993 $+13.205.206 $119.372.787 $+9.072.854 $110.299.933 $+110.299.933 $
MICROSOFT CORPMSFT2.559.499 $-211.069 $2.770.568 $+94.225 $2.676.343 $+705.289 $1.971.054 $+1.971.054 $
APPFOLIO INCAPPF1.775.128 $+111.653 $1.663.475 $+328.421 $1.335.054 $+3.839 $1.331.215 $+1.331.215 $
BlackRock, Inc.BLK1.745.908 $+353.102 $1.392.806 $+389.589 $1.003.217 $+493.202 $510.015 $+510.015 $
AbbVie Inc.ABBV1.406.584 $-32.669 $1.439.253 $+275.787 $1.163.466 $-190.477 $1.353.943 $+1.353.943 $
TE Connectivity plcTEL1.111.614 $+38.990 $1.072.624 $+248.502 $824.122 $+133.632 $690.490 $+690.490 $
NVIDIA CORPNVDA1.014.896 $-374 $1.015.270 $+162.711 $852.559 $+241.622 $610.937 $+610.937 $
ALPHA PRO TECH LTDAPT905.663 $+201.115 $704.548 $+387.116 $317.432 $+37.891 $279.541 $+279.541 $
EXXON MOBIL CORPXOM887.323 $+54.234 $833.089 $+86.669 $746.420 $-115.871 $862.291 $+862.291 $
ORACLE CORPORCL466.311 $-206.412 $672.723 $+149.876 $522.847 $+250.142 $272.705 $+272.705 $
ALLSTATE CORPALL592.603 $-18.506 $611.109 $+36.570 $574.539 $-68.206 $642.745 $+642.745 $
JPMORGAN CHASE & COJPM627.012 $+34.624 $592.388 $+64.386 $528.002 $+161.371 $366.631 $+366.631 $
JOHNSON & JOHNSONJNJ551.813 $+71.893 $479.920 $+231.972 $247.948 $+29.237 $218.711 $+218.711 $
SPS COMMERCE INCSPSC526.300 $+61.701 $464.599 $+107.338 $357.261 $+19.561 $337.700 $+337.700 $
MCDONALDS CORPMCD271.204 $-876 $272.080 $+278 $271.802 $-138.312 $410.114 $+410.114 $
AMAZON COM INCAMZN397.241 $+19.361 $377.880 $+68.321 $309.559 $+41.102 $268.457 $+268.457 $
Walmart Inc.WMT392.024 $+67.514 $324.510 $+30.368 $294.142 $+37.532 $256.610 $+256.610 $
Constellation Energy CorpCEG363.131 $+85.564 $277.567 $+5.490 $272.077 $+272.077 $
MORGAN STANLEYMS354.527 $+37.084 $317.443 $+36.146 $281.297 $-3.370 $284.667 $+284.667 $
PPL CorpPPL329.830 $-22.649 $352.479 $+38.980 $313.499 $-39.309 $352.808 $+352.808 $
PFIZER INCPFE329.745 $+329.745 $
CARDINAL HEALTH INCCAH318.819 $+75.533 $243.286 $-63.077 $306.363 $+7.947 $298.416 $+298.416 $
BERKSHIRE HATHAWAY INCBRK-B307.119 $+950 $306.169 $+26.851 $279.318 $-29.578 $308.896 $+308.896 $
VERIZON COMMUNICATIONS INCVZ209.645 $-78.799 $288.444 $+288.444 $
NETFLIX INCNFLX203.816 $-77.401 $281.217 $+281.217 $
GENERAL DYNAMICS CORPGD240.789 $-37.816 $278.605 $+27.337 $251.268 $-16.941 $268.209 $+268.209 $
CHEVRON CORPCVX201.722 $-69.811 $271.533 $+271.533 $
COMCAST CORPCMCSA201.907 $-32.939 $234.846 $-13.389 $248.235 $+248.235 $
3M COMMM247.286 $+247.286 $
CITIGROUP INCC242.432 $+3.883 $238.549 $+6.109 $232.440 $+7.758 $224.682 $+224.682 $
LOCKHEED MARTIN CORPLMT222.488 $-7.149 $229.637 $+16.593 $213.044 $+7.557 $205.487 $+205.487 $
154.544.191 $+5.035.621 $150.116.015 $+15.781.613 $134.272.514 $+11.109.578 $124.011.500 $+124.011.500 $
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