Investments: Ball & Co Wealth Management Inc.

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. ($)
147.834 $+10.296 $137.538 $+54.799 $83.768 $+5.767 $78.001 $+78.001 $
BANK OF AMERICA CORP /DE/BAC110.600 $+2.461 $108.139 $+49.769 $58.370 $-2.699 $61.069 $+61.069 $
SPS COMMERCE INCSPSC19.284 $-1.247 $20.531 $+2.586 $17.945 $+7.713 $10.232 $+10.232 $
BlackRock, Inc.BLK10.470 $+8.303 $2.167 $+2.003 $164 $+164 $
AMGEN INCAMGN4.634 $+655 $3.979 $+65 $3.914 $-421 $4.335 $+4.335 $
iShares Bitcoin Trust ETFIBIT1.029 $+1.029 $
APPFOLIO INCAPPF777 $+45 $732 $+126 $606 $-49 $655 $+655 $
AbbVie Inc.ABBV511 $-14 $525 $+107 $418 $-49 $467 $+467 $
ALPHA PRO TECH LTDAPT378 $+84 $294 $+82 $212 $+26 $186 $+186 $
JPMORGAN CHASE & COJPM273 $+7 $266 $+23 $243 $+39 $204 $+204 $
EXXON MOBIL CORPXOM213 $+16 $197 $+10 $187 $-18 $205 $+205 $
AMAZON COM INCAMZN142 $+7 $135 $+4 $131 $+23 $108 $+108 $
NETFLIX INCNFLX93 $-23 $116 $-13 $129 $+39 $90 $+90 $
CVS HEALTH CorpCVS78 $-7 $85 $+8 $77 $+2 $75 $+75 $
BOEING COBA76 $+1 $75 $+2 $73 $+14 $59 $+59 $
MORGAN STANLEYMS0 $+0 $0 $+0 $0 $-63 $63 $+63 $
ONCOLYTICS BIOTECH INCONCY33 $-20 $53 $+25 $28 $+9 $19 $+19 $
BERKSHIRE HATHAWAY INCBRK-B50 $+0 $50 $+2 $48 $-5 $53 $+53 $
STARBUCKS CORPSBUX39 $+0 $39 $-3 $42 $-1 $43 $+43 $
AT&T INC.T34 $-5 $39 $+0 $39 $+1 $38 $+38 $
TRIMAS CORPTRS35 $+35 $
MICROSOFT CORPMSFT27 $-2 $29 $+1 $28 $+7 $21 $+21 $
METLIFE INCMET25 $+0 $25 $+0 $25 $+1 $24 $+24 $
SEMPRASRE21 $+0 $21 $+3 $18 $+2 $16 $+16 $
COCA COLA COKO13 $+1 $12 $-1 $13 $+0 $13 $+13 $
Walt Disney CoDIS5 $-3 $8 $-1 $9 $+3 $6 $+6 $
Zoetis Inc.ZTS6 $-1 $7 $+0 $7 $+0 $7 $+7 $
ELI LILLY & CoLLY5 $+2 $3 $+0 $3 $-1 $4 $+4 $
PFIZER INCPFE4 $+0 $4 $+0 $4 $+0 $4 $+4 $
JOHNSON & JOHNSONJNJ4 $+0 $4 $+1 $3 $+0 $3 $+3 $
CARNIVAL CORPCCL3 $+1 $2 $+0 $2 $+1 $1 $+1 $
COMCAST CORPCMCSA1 $+0 $1 $+0 $1 $+0 $1 $+1 $
Viatris IncVTRS0 $+0 $0 $+0 $0 $+0 $0 $+0 $
147.834 $+10.296 $137.538 $+54.799 $83.768 $+5.767 $78.001 $+78.001 $
Erweiterte Einstellungen ×