Investments: Longview Financial Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
114.862.601 $+5.335.295 $109.402.773 $+7.502.231 $101.900.542 $+3.105.626 $98.919.449 $+98.919.449 $
BANK OF AMERICA CORP /DE/BAC102.403.967 $+5.479.993 $96.923.974 $+6.721.811 $90.202.163 $+3.380.711 $86.821.452 $+86.821.452 $
BlackRock, Inc.BLK6.930.477 $-517.636 $7.448.113 $+17.090 $7.431.023 $-541.283 $7.972.306 $+7.972.306 $
APPFOLIO INCAPPF1.595.547 $+91.447 $1.504.100 $+292.160 $1.211.940 $-160.824 $1.372.764 $+1.372.764 $
CATERPILLAR INCCAT651.927 $+84.118 $567.809 $+105.839 $461.970 $+69.508 $392.462 $+392.462 $
AMAZON COM INCAMZN396.318 $+19.316 $377.002 $+108.907 $268.095 $+34.455 $233.640 $+233.640 $
MORGAN STANLEYMS367.509 $+14.326 $353.183 $+70.736 $282.447 $+42.929 $239.518 $+239.518 $
NVIDIA CORPNVDA361.810 $-156 $361.966 $+55.465 $306.501 $+96.243 $210.258 $+210.258 $
MICROSOFT CORPMSFT313.870 $-22.280 $336.150 $+13.330 $322.820 $+60.422 $262.398 $+262.398 $
ALPHA PRO TECH LTDAPT328.682 $+94.819 $233.863 $+64.329 $169.534 $-32.884 $202.418 $+202.418 $
JPMORGAN CHASE & COJPM327.054 $+6.892 $320.162 $+18.655 $301.507 $+46.395 $255.112 $+255.112 $
SCHWAB CHARLES CORPSCHW229.929 $+10.986 $218.943 $-38.517 $257.460 $+37.008 $220.452 $+220.452 $
LAM RESEARCH CORPLRCX119.826 $+26.096 $93.730 $+25.592 $68.138 $+17.248 $50.890 $+50.890 $
Parker-Hannifin CorpPH97.565 $+25.540 $72.025 $+5.670 $66.355 $+8.609 $57.746 $+57.746 $
PALATIN TECHNOLOGIES INCPTNT88.875 $-2.335 $91.210 $+23.050 $68.160 $+25.960 $42.200 $+42.200 $
GOLDMAN SACHS GROUP INCGS89.658 $+19.579 $70.079 $+7.797 $62.282 $+14.208 $48.074 $+48.074 $
ADVANCED MICRO DEVICES INCAMD88.877 $+21.734 $67.143 $+8.254 $58.889 $+16.251 $42.638 $+42.638 $
YORK WATER COYORW57.058 $+2.545 $54.513 $-2.115 $56.628 $-5.519 $62.147 $+62.147 $
Walmart Inc.WMT60.385 $+6.896 $53.489 $+2.741 $50.748 $+5.184 $45.564 $+45.564 $
TransDigm Group INCTDG50.535 $+9.676 $40.859 $-6.281 $47.140 $-9.575 $56.715 $+56.715 $
CINTAS CORPCTAS9.028 $-43.588 $52.616 $+52.616 $
Mastercard IncMA2.284 $-44.855 $47.139 $+47.139 $
Phillips 66PSX36.906 $-1.996 $38.902 $+4.782 $34.120 $-1.196 $35.316 $+35.316 $
SHERWIN WILLIAMS COSHW36.940 $+3.006 $33.934 $+284 $33.650 $-571 $34.221 $+34.221 $
REDWOOD TRUST INCRWT33.180 $-1.560 $34.740 $-720 $35.460 $-960 $36.420 $+36.420 $
STRYKER CORPSYK28.470 $-1.474 $29.944 $-2.103 $32.047 $+1.894 $30.153 $+30.153 $
ELI LILLY & CoLLY23.643 $-1.135 $24.778 $+24.778 $
JOHNSON & JOHNSONJNJ24.007 $+4.167 $19.840 $+3.495 $16.345 $-1.400 $17.745 $+17.745 $
Eaton Corp plcETN15.607 $-2.732 $18.339 $+846 $17.493 $+4.173 $13.320 $+13.320 $
NICOLET BANKSHARES INCNIC13.507 $-1.276 $14.783 $-278 $15.061 $+1.603 $13.458 $+13.458 $
CHEVRON CORPCVX14.479 $+3.919 $10.560 $+823 $9.737 $-1.639 $11.376 $+11.376 $
EXXON MOBIL CORPXOM14.321 $+903 $13.418 $+589 $12.829 $-1.324 $14.153 $+14.153 $
GENERAL ELECTRIC COGE11.398 $+11.398 $
RTX CorpRTX8.620 $+8.620 $
LINDE PLCLIN6.396 $+6.396 $
NEXTERA ENERGY INCNEE5.781 $+5.781 $
MCDONALDS CORPMCD5.502 $+5.502 $
STARBUCKS CORPSBUX4.632 $+4.632 $
PROCTER & GAMBLE CoPG4.300 $+4.300 $
Zoetis Inc.ZTS3.146 $+3.146 $
ORACLE CORPORCL585 $+585 $
114.862.601 $+5.335.295 $109.402.773 $+7.502.231 $101.900.542 $+3.105.626 $98.919.449 $+98.919.449 $
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