Investments: Oak Wealth Advisors 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. ($)
44.158.770 $+1.066.793 $43.091.977 $+4.846.323 $38.245.654 $+3.758.820 $34.486.834 $+34.486.834 $
BANK OF AMERICA CORP /DE/BAC37.506.373 $+728.507 $36.777.866 $+4.740.653 $32.037.213 $+3.203.839 $28.833.374 $+28.833.374 $
BlackRock, Inc.BLK1.203.388 $-124.349 $1.327.737 $-167.441 $1.495.178 $-340.153 $1.835.331 $+1.835.331 $
APPFOLIO INCAPPF1.442.461 $+141.327 $1.301.134 $+225.449 $1.075.685 $-88.920 $1.164.605 $+1.164.605 $
MICROSOFT CORPMSFT1.048.005 $-17.936 $1.065.941 $+42.271 $1.023.670 $+246.988 $776.682 $+776.682 $
MCDONALDS CORPMCD893.356 $+6.301 $887.055 $+34.211 $852.844 $-58.964 $911.808 $+911.808 $
ELI LILLY & CoLLY478.233 $+146.328 $331.905 $-7.191 $339.096 $-20.175 $359.271 $+359.271 $
NVIDIA CORPNVDA406.757 $+67.181 $339.576 $+52.034 $287.542 $+287.542 $
BERKSHIRE HATHAWAY INCBRK-B348.839 $+5.468 $343.371 $+11.590 $331.781 $-31.971 $363.752 $+363.752 $
MGE ENERGY INCMGEE219.498 $-16.122 $235.620 $-93.465 $329.085 $+329.085 $
AMAZON COM INCAMZN315.762 $+43.056 $272.706 $+224 $272.482 $+30.471 $242.011 $+242.011 $
ALPHA PRO TECH LTDAPT296.098 $+87.032 $209.066 $+7.988 $201.078 $+201.078 $
44.158.770 $+1.066.793 $43.091.977 $+4.846.323 $38.245.654 $+3.758.820 $34.486.834 $+34.486.834 $
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