Investments: Ledgewood Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
121.997.142 $+1.634.169 $120.362.973 $+120.362.973 $
BANK OF AMERICA CORP /DE/BAC86.077.890 $+1.153.729 $84.924.161 $+84.924.161 $
MIDDLESEX WATER COMSEX12.807.479 $-939.859 $13.747.338 $+13.747.338 $
APPFOLIO INCAPPF4.814.155 $+289.071 $4.525.084 $+4.525.084 $
ALPHA PRO TECH LTDAPT4.505.116 $+851.413 $3.653.703 $+3.653.703 $
Duke Energy CORPDUK2.157.133 $-120.362 $2.277.495 $+2.277.495 $
JOHNSON & JOHNSONJNJ1.880.523 $+126.221 $1.754.302 $+1.754.302 $
Arbutus Biopharma CorpABUS1.339.277 $+75.178 $1.264.099 $+1.264.099 $
AMAZON COM INCAMZN783.403 $-5.732 $789.135 $+789.135 $
MICROSOFT CORPMSFT652.403 $-46.312 $698.715 $+698.715 $
BERKSHIRE HATHAWAY INCBRK-B678.578 $-121 $678.699 $+678.699 $
Parker-Hannifin CorpPH615.272 $+84.567 $530.705 $+530.705 $
CATERPILLAR INCCAT582.609 $+97.347 $485.262 $+485.262 $
JPMORGAN CHASE & COJPM567.218 $+11.953 $555.265 $+555.265 $
EMERSON ELECTRIC COEMR566.184 $+6.570 $559.614 $+559.614 $
INTUITIVE SURGICAL INCISRG538.042 $+113.173 $424.869 $+424.869 $
CHEVRON CORPCVX523.833 $-9.899 $533.732 $+533.732 $
VSE CORPVSEC518.310 $+19.590 $498.720 $+498.720 $
Digimarc CORPDMRC406.989 $-97.544 $504.533 $+504.533 $
PROCTER & GAMBLE CoPG427.207 $-30.824 $458.031 $+458.031 $
ASML HOLDING NVASML311.329 $+29.615 $281.714 $+281.714 $
RTX CorpRTX308.112 $+26.998 $281.114 $+281.114 $
PEPSICO INCPEP292.063 $+6.268 $285.795 $+285.795 $
SOUTHERN COSO252.146 $-21.890 $274.036 $+274.036 $
MCDONALDS CORPMCD244.504 $+1.392 $243.112 $+243.112 $
VALLEY NATIONAL BANCORPVLY147.367 $+13.627 $133.740 $+133.740 $
121.997.142 $+1.634.169 $120.362.973 $+120.362.973 $
Erweiterte Einstellungen ×