Investments: Three Magnolias Financial 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. ($)
140.439.763 $+571.845 $140.490.441 $+15.105.166 $126.197.754 $+21.948.822 $104.455.638 $+104.455.638 $
BANK OF AMERICA CORP /DE/BAC105.750.554 $-560.370 $106.310.924 $+8.775.400 $97.535.524 $+17.259.746 $80.275.778 $+80.275.778 $
PALATIN TECHNOLOGIES INCPTNT4.755.701 $-443.269 $5.198.970 $+1.341.114 $3.857.856 $+1.359.616 $2.498.240 $+2.498.240 $
NVIDIA CORPNVDA4.841.540 $+785.851 $4.055.689 $+705.669 $3.350.020 $+1.006.953 $2.343.067 $+2.343.067 $
APPFOLIO INCAPPF4.215.461 $+214.969 $4.000.492 $+950.845 $3.049.647 $-358.716 $3.408.363 $+3.408.363 $
MICROSOFT CORPMSFT3.572.511 $-429.171 $4.001.682 $+347.211 $3.654.471 $+887.471 $2.767.000 $+2.767.000 $
AMAZON COM INCAMZN3.404.481 $-64.617 $3.469.098 $+354.527 $3.114.571 $+319.365 $2.795.206 $+2.795.206 $
ALPHA PRO TECH LTDAPT2.404.892 $+651.008 $1.753.884 $+763.842 $990.042 $+118.134 $871.908 $+871.908 $
JOHNSON & JOHNSONJNJ1.483.004 $+154.284 $1.328.720 $+356.313 $972.407 $-103.231 $1.075.638 $+1.075.638 $
JPMORGAN CHASE & COJPM1.216.449 $+9.752 $1.206.697 $+180.410 $1.026.287 $+157.117 $869.170 $+869.170 $
BERKSHIRE HATHAWAY INCBRK-B1.006.808 $-180 $1.006.988 $+145.232 $861.756 $-176.775 $1.038.531 $+1.038.531 $
Duke Energy CORPDUK913.339 $-54.582 $967.921 $+45.056 $922.865 $-30.962 $953.827 $+953.827 $
CITIGROUP INCC956.170 $+956.170 $
SOUTHERN COSO681.468 $-59.160 $740.628 $+22.977 $717.651 $-938 $718.589 $+718.589 $
Walmart Inc.WMT620.108 $+159.842 $460.266 $+460.266 $
COLGATE PALMOLIVE COCL443.776 $-5.167 $448.943 $-61.551 $510.494 $-15.725 $526.219 $+526.219 $
MCDONALDS CORPMCD428.799 $+2.441 $426.358 $+104.094 $322.264 $-22.280 $344.544 $+344.544 $
EXXON MOBIL CORPXOM423.356 $+26.701 $396.655 $+17.415 $379.240 $-39.156 $418.396 $+418.396 $
UNITEDHEALTH GROUP INCUNH402.965 $+70.717 $332.248 $+332.248 $
PFIZER INCPFE394.662 $+41.922 $352.740 $+41.083 $311.657 $-13.841 $325.498 $+325.498 $
ELI LILLY & CoLLY382.586 $+110.958 $271.628 $+37.769 $233.859 $-13.914 $247.773 $+247.773 $
AbbVie Inc.ABBV341.183 $-16.005 $357.188 $+115.748 $241.440 $-43.494 $284.934 $+284.934 $
CATERPILLAR INCCAT343.722 $+57.432 $286.290 $+53.364 $232.926 $+232.926 $
COCA COLA COKO281.170 $-52.157 $333.327 $+57.687 $275.640 $-3.323 $278.963 $+278.963 $
PEPSICO INCPEP240.252 $-65.065 $305.317 $+18.262 $287.055 $-38.915 $325.970 $+325.970 $
FORD MOTOR COF316.848 $+28.014 $288.834 $+26.806 $262.028 $+19.803 $242.225 $+242.225 $
DEERE & CODE282.601 $+5.044 $277.557 $-31.096 $308.653 $+23.758 $284.895 $+284.895 $
CONOCOPHILLIPSCOP266.695 $-2.792 $269.487 $+13.818 $255.669 $-43.533 $299.202 $+299.202 $
SMITH A O CORPAOS267.520 $-26.120 $293.640 $+31.360 $262.280 $+840 $261.440 $+261.440 $
PROCTER & GAMBLE CoPG273.722 $-19.750 $293.472 $+68.831 $224.641 $-15.651 $240.292 $+240.292 $
STARBUCKS CORPSBUX231.241 $-1.071 $232.312 $-19.304 $251.616 $-17.739 $269.355 $+269.355 $
BERKLEY W R CORPWRB221.509 $-20.534 $242.043 $+9.951 $232.092 $+7.298 $224.794 $+224.794 $
ADVANCED MICRO DEVICES INCAMD214.160 $+214.160 $
Aon plcAON211.728 $-2.220 $213.948 $+213.948 $
Phillips 66PSX207.294 $+588 $206.706 $+206.706 $
aTYR PHARMA INCATYR12.264 $-89.136 $101.400 $+101.400 $
Mereo BioPharma Group plcMREO7.917 $-68.303 $76.220 $-24.050 $100.270 $+100.270 $
Bitfarms LtdBITF63.015 $+3.900 $59.115 $+59.115 $
140.439.763 $+571.845 $140.490.441 $+15.105.166 $126.197.754 $+21.948.822 $104.455.638 $+104.455.638 $
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