Investments: SpringVest Wealth Management LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
85.789.525 $+2.097.483 $83.692.042 $+83.692.042 $
BANK OF AMERICA CORP /DE/BAC66.732.730 $+1.565.839 $65.166.891 $+65.166.891 $
BERKSHIRE HATHAWAY INCBRK-B11.148.190 $-501.720 $11.649.910 $+11.649.910 $
SPS COMMERCE INCSPSC2.614.061 $+165.228 $2.448.833 $+2.448.833 $
APPFOLIO INCAPPF1.257.995 $+84.084 $1.173.911 $+1.173.911 $
NVIDIA CORPNVDA851.057 $-168 $851.225 $+851.225 $
MICROSOFT CORPMSFT533.799 $-26.300 $560.099 $+560.099 $
Duke Energy CORPDUK314.208 $-16.728 $330.936 $+330.936 $
MORGAN STANLEYMS322.857 $+14.111 $308.746 $+308.746 $
AMAZON COM INCAMZN296.835 $+26.983 $269.852 $+269.852 $
JPMORGAN CHASE & COJPM296.765 $+296.765 $
ALPHA PRO TECH LTDAPT284.617 $+65.909 $218.708 $+218.708 $
CHEVRON CORPCVX277.386 $-4.621 $282.007 $+282.007 $
CONOCOPHILLIPSCOP219.131 $-1.905 $221.036 $+221.036 $
GOLDMAN SACHS GROUP INCGS217.061 $+217.061 $
EMERSON ELECTRIC COEMR212.617 $+2.729 $209.888 $+209.888 $
EXXON MOBIL CORPXOM210.216 $+210.216 $
85.789.525 $+2.097.483 $83.692.042 $+83.692.042 $
Erweiterte Einstellungen ×