Investments: Family Legacy Financial Solutions, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
128.343 $-126.578.762 $128.317.092 $+12.723.212 $115.951.027 $+115.951.027 $
BANK OF AMERICA CORP /DE/BAC82.167 $-79.908.232 $79.990.399 $+8.329.604 $71.660.795 $+71.660.795 $
ADVANCED MICRO DEVICES INCAMD13.851 $-9.671.384 $9.685.235 $+1.185.000 $8.500.235 $+8.500.235 $
MORGAN STANLEYMS2.060 $-8.321.176 $8.323.236 $+1.657.697 $6.665.539 $+6.665.539 $
ELI LILLY & CoLLY9.019 $-6.692.058 $6.701.077 $+2.458 $6.698.619 $+6.698.619 $
STRYKER CORPSYK3.944 $-4.042.464 $4.046.408 $-237.746 $4.284.154 $+4.284.154 $
NVIDIA CORPNVDA2.657 $-2.655.139 $2.657.796 $+680.224 $1.977.572 $+1.977.572 $
Palo Alto Networks IncPANW2.081 $-2.278.354 $2.280.435 $+177.596 $2.102.839 $+2.102.839 $
SAP SESAP1.304 $-1.538.360 $1.539.664 $-232.032 $1.771.696 $+1.771.696 $
MICROSOFT CORPMSFT1.330 $-1.328.129 $1.329.459 $+95.062 $1.234.397 $+1.234.397 $
Veralto CorpVLTO968 $-1.157.091 $1.158.059 $+14.894 $1.143.165 $+1.143.165 $
LINDE PLCLIN748 $-1.121.183 $1.121.931 $+135.124 $986.807 $+986.807 $
CUMMINS INCCMI1.119 $-952.460 $953.579 $+236.355 $717.224 $+717.224 $
DOVER CorpDOV1.107 $-894.976 $896.083 $+284.812 $611.271 $+611.271 $
Fortive CorpFTV895 $-878.164 $879.059 $+271.078 $607.981 $+607.981 $
ANALOG DEVICES INCADI1.008 $-839.777 $840.785 $+13.158 $827.627 $+827.627 $
APPFOLIO INCAPPF734 $-740.898 $741.632 $+41.582 $700.050 $+700.050 $
FORD MOTOR COF333 $-386.179 $386.512 $-148.368 $534.880 $+534.880 $
LOCKHEED MARTIN CORPLMT273 $-405.945 $406.218 $-79.623 $485.841 $+485.841 $
JOHNSON & JOHNSONJNJ335 $-357.741 $358.076 $-64.535 $422.611 $+422.611 $
CONSOLIDATED EDISON INCED291 $-346.032 $346.323 $-65.885 $412.208 $+412.208 $
AbbVie Inc.ABBV358 $-362.218 $362.576 $+72.007 $290.569 $+290.569 $
BERKSHIRE HATHAWAY INCBRK-B328 $-327.309 $327.637 $+7.174 $320.463 $+320.463 $
AMAZON COM INCAMZN262 $-267.394 $267.656 $-48.046 $315.702 $+315.702 $
Duke Energy CORPDUK288 $-309.430 $309.718 $+9.510 $300.208 $+300.208 $
PEPSICO INCPEP164.994 $-90.152 $255.146 $+255.146 $
BARCLAYS PLCBCS242 $-238.123 $238.365 $+238.365 $
BlackRock, Inc.BLK222.353 $+186.229 $36.124 $+36.124 $
HOLOGIC INCHOLX246 $-220.919 $221.165 $+10.192 $210.973 $+210.973 $
GARMIN LTDGRMN187.674 $-13.160 $200.834 $+200.834 $
BIO-TECHNE CorpTECH233 $-186.684 $186.917 $+13.894 $173.023 $+173.023 $
Ralliant CorpRAL177.905 $+177.905 $
Vertiv Holdings CoVRT162 $-150.943 $151.105 $+22.522 $128.583 $+128.583 $
CHIPOTLE MEXICAN GRILL INCCMG46.009 $-94.197 $140.206 $+140.206 $
SPS COMMERCE INCSPSC129.747 $+18.180 $111.567 $+111.567 $
DEXCOM INCDXCM65.339 $-34.869 $100.208 $+100.208 $
BECTON DICKINSON & COBDX92.491 $+92.491 $
DELTA AIR LINES, INC.DAL88.244 $+24.067 $64.177 $+64.177 $
Vontier CorpVNT79.644 $+79.644 $
ORACLE CORPORCL77.341 $+17.218 $60.123 $+60.123 $
BIOCRYST PHARMACEUTICALS INCBCRX52.568 $-19.344 $71.912 $+71.912 $
CHEVRON CORPCVX70.983 $+5.040 $65.943 $+65.943 $
ALPHA PRO TECH LTDAPT52.422 $+13.465 $38.957 $+38.957 $
COCA COLA COKO42.892 $-2.643 $45.535 $+45.535 $
CATERPILLAR INCCAT39.180 $+7.419 $31.761 $+31.761 $
PALATIN TECHNOLOGIES INCPTNT36.484 $+5.131 $31.353 $+31.353 $
MCDONALDS CORPMCD33.732 $+1.302 $32.430 $+32.430 $
JPMORGAN CHASE & COJPM32.805 $+17.150 $15.655 $+15.655 $
Mastercard IncMA26.207 $+351 $25.856 $+25.856 $
STARBUCKS CORPSBUX22.351 $-1.690 $24.041 $+24.041 $
FEDEX CORPFDX23.581 $+850 $22.731 $+22.731 $
BOEING COBA21.583 $+21.583 $
ETSY INCETSY11.751 $-8.062 $19.813 $+19.813 $
BHP Group LtdBHP19.033 $+2.968 $16.065 $+16.065 $
QuantumScape CorpQS17.248 $+17.248 $
Walmart Inc.WMT16.696 $+856 $15.840 $+15.840 $
EXXON MOBIL CORPXOM14.969 $+783 $14.186 $+14.186 $
Phillips 66PSX13.602 $+1.672 $11.930 $+11.930 $
Walt Disney CoDIS9.363 $-1.128 $10.491 $+10.491 $
CONOCOPHILLIPSCOP9.459 $+9.459 $
PPL CorpPPL9.104 $+801 $8.303 $+8.303 $
EMERSON ELECTRIC COEMR7.477 $-122 $7.599 $+7.599 $
AT&T INC.T5.781 $+5.646 $135 $+135 $
PROCTER & GAMBLE CoPG4.742 $-155 $4.897 $+4.897 $
Sea LtdSE4.798 $+4.798 $
STANTEC INCSTN4.528 $-36 $4.564 $+4.564 $
Bloom Energy CorpBE4.398 $+3.155 $1.243 $+1.243 $
NUCOR CORPNUE3.927 $+171 $3.756 $+3.756 $
PFIZER INCPFE3.593 $+2.570 $1.023 $+1.023 $
TE Connectivity plcTEL3.293 $+763 $2.530 $+2.530 $
COLGATE PALMOLIVE COCL2.760 $-359 $3.119 $+3.119 $
SCHWAB CHARLES CORPSCHW3.055 $+136 $2.919 $+2.919 $
SYSCO CORPSYY2.784 $+240 $2.544 $+2.544 $
Kraft Heinz CoKHC2.604 $+2.604 $
DEERE & CODE2.286 $-256 $2.542 $+2.542 $
Perella Weinberg PartnersPWP1.242 $+1.242 $
Ardmore Shipping CorpASC960 $+960 $
HUBSPOT INCHUBS468 $-88 $556 $+556 $
CVS HEALTH CorpCVS259 $+25 $234 $+234 $
BARCLAYS BANK PLCATMP199 $+199 $
Viatris IncVTRS119 $+119 $
Grayscale Bitcoin Mini Trust ETFBTC95 $+95 $
AURORA CANNABIS INCACB12 $+12 $
128.343 $-126.578.762 $128.317.092 $+12.723.212 $115.951.027 $+115.951.027 $
Erweiterte Einstellungen ×