Investments: Wise Wealth Partners

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. ($)
62.555.592 $+5.680.975 $58.474.431 $+3.896.871 $54.795.132 $+17.185.609 $38.128.244 $+38.128.244 $
BANK OF AMERICA CORP /DE/BAC45.120.645 $+2.887.831 $42.232.814 $+1.053.367 $41.179.447 $+14.303.523 $26.875.924 $+26.875.924 $
SPS COMMERCE INCSPSC5.647.338 $+122.283 $5.525.055 $+2.242.694 $3.282.361 $-1.149.133 $4.431.494 $+4.431.494 $
CITIGROUP INCC1.800.890 $+1.800.890 $
ALPHA PRO TECH LTDAPT1.331.190 $+329.186 $1.002.004 $+272.193 $729.811 $+500.814 $228.997 $+228.997 $
MORGAN STANLEYMS1.246.530 $-64.592 $1.311.122 $-8.431 $1.319.553 $+1.319.553 $
BlackRock, Inc.BLK1.096.137 $+6.079 $1.090.058 $+24.059 $1.065.999 $+34.298 $1.031.701 $+1.031.701 $
NVIDIA CORPNVDA1.030.820 $+19.900 $1.010.920 $+154.907 $856.013 $+387.947 $468.066 $+468.066 $
BERKSHIRE HATHAWAY INCBRK-B773.730 $-163.026 $936.756 $+31.620 $905.136 $+339.003 $566.133 $+566.133 $
AMAZON COM INCAMZN819.949 $+46.331 $773.618 $+635 $772.983 $+514.895 $258.088 $+258.088 $
JPMORGAN CHASE & COJPM818.793 $+56.999 $761.794 $+61.633 $700.161 $+340.908 $359.253 $+359.253 $
ELI LILLY & CoLLY811.214 $+264.264 $546.950 $-11.850 $558.800 $+187.100 $371.700 $+371.700 $
3M COMMM608.657 $+18.705 $589.952 $+11.177 $578.775 $+243.865 $334.910 $+334.910 $
PALATIN TECHNOLOGIES INCPTNT518.721 $+518.721 $
ADVANCED MICRO DEVICES INCAMD516.982 $+126.421 $390.561 $+48.014 $342.547 $+342.547 $
Mastercard IncMA490.982 $+42.165 $448.817 $+5.421 $443.396 $+241.384 $202.012 $+202.012 $
CHEVRON CORPCVX472.424 $-8.927 $481.351 $+48.675 $432.676 $+432.676 $
APPFOLIO INCAPPF473.540 $+66.679 $406.861 $+79.030 $327.831 $-26.814 $354.645 $+354.645 $
MICROSOFT CORPMSFT456.284 $+9.046 $447.238 $+17.736 $429.502 $+429.502 $
Strategy IncMSTR353.284 $-79.016 $432.300 $+90.843 $341.457 $+341.457 $
EXXON MOBIL CORPXOM286.017 $+56.149 $229.868 $+1.168 $228.700 $-23.520 $252.220 $+252.220 $
TYLER TECHNOLOGIES INCTYL217.572 $+4.202 $213.370 $+213.370 $
62.555.592 $+5.680.975 $58.474.431 $+3.896.871 $54.795.132 $+17.185.609 $38.128.244 $+38.128.244 $
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