Investments: Mascagni 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. ($)
115.191.801 $+4.396.062 $110.795.739 $+10.212.202 $100.795.165 $+14.724.058 $86.071.107 $+86.071.107 $
BANK OF AMERICA CORP /DE/BAC83.456.419 $+2.222.233 $81.234.186 $+6.631.813 $74.602.373 $+9.733.469 $64.868.904 $+64.868.904 $
NVIDIA CORPNVDA6.185.367 $+575.346 $5.610.021 $+1.008.936 $4.601.085 $+1.585.168 $3.015.917 $+3.015.917 $
APPFOLIO INCAPPF5.557.463 $+409.716 $5.147.747 $+952.825 $4.194.922 $-308.256 $4.503.178 $+4.503.178 $
MICROSOFT CORPMSFT4.249.254 $-255.695 $4.504.949 $+221.441 $4.283.508 $+1.080.445 $3.203.063 $+3.203.063 $
AMAZON COM INCAMZN2.066.531 $+116.530 $1.950.001 $+79.482 $1.870.519 $+265.295 $1.605.224 $+1.605.224 $
PALATIN TECHNOLOGIES INCPTNT1.897.126 $-150.356 $2.047.482 $+558.322 $1.489.160 $+590.384 $898.776 $+898.776 $
STRYKER CORPSYK1.135.324 $-65.494 $1.200.818 $-84.017 $1.284.835 $+76.244 $1.208.591 $+1.208.591 $
ALPHA PRO TECH LTDAPT1.221.397 $+293.605 $927.792 $+504.770 $423.022 $+56.248 $366.774 $+366.774 $
NETFLIX INCNFLX931.037 $-169.572 $1.100.609 $-8.191 $1.108.800 $+216.369 $892.431 $+892.431 $
BlackRock, Inc.BLK1.000.861 $-11.162 $1.012.023 $-53.905 $1.065.928 $+532.949 $532.979 $+532.979 $
JPMORGAN CHASE & COJPM1.047.161 $+1.047.161 $
CHEVRON CORPCVX944.380 $-31.170 $975.550 $+82.525 $893.025 $-142.866 $1.035.891 $+1.035.891 $
EXXON MOBIL CORPXOM1.032.644 $+51.683 $980.961 $+51.962 $928.999 $-98.025 $1.027.024 $+1.027.024 $
Cadence BankCADE931.342 $+115.222 $816.120 $+120.875 $695.245 $-4.857 $700.102 $+700.102 $
SPS COMMERCE INCSPSC758.141 $+77.771 $680.370 $+93.877 $586.493 $+24.044 $562.449 $+562.449 $
RENASANT CORPRNST598.247 $-38.511 $636.758 $+16.570 $620.188 $+620.188 $
PROCTER & GAMBLE CoPG464.468 $-41.194 $505.662 $-18.660 $524.322 $-36.530 $560.852 $+560.852 $
Walmart Inc.WMT345.227 $+25.874 $319.353 $+16.529 $302.824 $+37.848 $264.976 $+264.976 $
PEPSICO INCPEP312.156 $+748 $311.408 $+16.163 $295.245 $-35.177 $330.422 $+330.422 $
iShares Bitcoin Trust ETFIBIT317.561 $+25.971 $291.590 $+38.854 $252.736 $+252.736 $
CSX CORPCSX304.046 $-13.270 $317.316 $+4.903 $312.413 $+30.997 $281.416 $+281.416 $
Walt Disney CoDIS223.588 $-1.435 $225.023 $-22.872 $247.895 $+247.895 $
COCA COLA COKO211.628 $-510 $212.138 $+212.138 $
CATERPILLAR INCCAT212.061 $+212.061 $
115.191.801 $+4.396.062 $110.795.739 $+10.212.202 $100.795.165 $+14.724.058 $86.071.107 $+86.071.107 $
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