Investments: Sarver Vrooman Wealth Advisors

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
152.186.805 $+4.803.132 $147.397.120 $+344.915 $147.277.102 $+147.277.102 $
BANK OF AMERICA CORP /DE/BAC148.630.895 $+4.561.505 $144.069.390 $+141.234 $143.928.156 $+143.928.156 $
APPFOLIO INCAPPF672.478 $+130.625 $541.853 $+266.190 $275.663 $+275.663 $
MICROSOFT CORPMSFT293.678 $+11.647 $282.031 $+69.185 $212.846 $+212.846 $
Walmart Inc.WMT240.336 $+12.314 $228.022 $+23.296 $204.726 $+204.726 $
JPMORGAN CHASE & COJPM182.949 $+14.802 $168.147 $+2.079 $166.068 $+166.068 $
EXXON MOBIL CORPXOM175.665 $+7.713 $167.952 $+69.597 $98.355 $+98.355 $
BERKSHIRE HATHAWAY INCBRK-B157.860 $+5.329 $152.531 $-14.699 $167.230 $+167.230 $
AMGEN INCAMGN103.567 $+1.097 $102.470 $-27.757 $130.227 $+130.227 $
LOCKHEED MARTIN CORPLMT47.425 $+3.427 $43.998 $-72.593 $116.591 $+116.591 $
JOHNSON & JOHNSONJNJ107.914 $+19.014 $88.900 $-24.202 $113.102 $+113.102 $
ORACLE CORPORCL105.184 $+23.417 $81.767 $+29.479 $52.288 $+52.288 $
Bank of New York Mellon CorpBK97.301 $+15.940 $81.361 $+6.466 $74.895 $+74.895 $
BERKLEY W R CORPWRB66.200 $+2.722 $63.478 $-26.752 $90.230 $+90.230 $
PEPSICO INCPEP66.428 $+3.974 $62.454 $-22.412 $84.866 $+84.866 $
STATE STREET CORPSTT84.107 $+7.011 $77.096 $+77.096 $
COMCAST CORPCMCSA53.917 $-7.327 $61.244 $-22.039 $83.283 $+83.283 $
FISERV INCFISV35.456 $-11.956 $47.412 $-35.178 $82.590 $+82.590 $
Performance Food Group CoPFGC82.561 $+82.561 $
AMERICAN EXPRESS COAXP75.068 $+2.979 $72.089 $-9.433 $81.522 $+81.522 $
MCKESSON CORPMCK61.803 $+3.181 $58.622 $-20.790 $79.412 $+79.412 $
Kraft Heinz CoKHC79.300 $+79.300 $
FEDEX CORPFDX66.498 $+2.397 $64.101 $-14.152 $78.253 $+78.253 $
MCDONALDS CORPMCD75.973 $+2.931 $73.042 $-5.050 $78.092 $+78.092 $
Medtronic plcMDT68.001 $+5.762 $62.239 $-14.501 $76.740 $+76.740 $
DEERE & CODE56.700 $-6.352 $63.052 $-13.452 $76.504 $+76.504 $
Phillips 66PSX74.403 $+9.146 $65.257 $-2.286 $67.543 $+67.543 $
GENERAL DYNAMICS CORPGD69.223 $+10.017 $59.206 $+3.873 $55.333 $+55.333 $
AUTOZONE INCAZO51.483 $+6.937 $44.546 $-20.271 $64.817 $+64.817 $
3M COMMM62.562 $+62.562 $
CHEVRON CORPCVX51.401 $+4.006 $47.395 $-7.977 $55.372 $+55.372 $
AT&T INC.T26.150 $-27.446 $53.596 $+1.222 $52.374 $+52.374 $
PROCTER & GAMBLE CoPG48.092 $-1.775 $49.867 $-3.474 $53.341 $+53.341 $
DOVER CorpDOV48.548 $-4.771 $53.319 $+2.197 $51.122 $+51.122 $
NEXTERA ENERGY INCNEE49.899 $+4.013 $45.886 $-972 $46.858 $+46.858 $
GENERAL ELECTRIC COGE44.221 $+6.385 $37.836 $+8.414 $29.422 $+29.422 $
AMEREN CORPAEE27.139 $-13.293 $40.432 $-1.836 $42.268 $+42.268 $
QUEST DIAGNOSTICS INCDGX41.737 $+2.399 $39.338 $+2.284 $37.054 $+37.054 $
GENUINE PARTS COGPC33.125 $+4.132 $28.993 $+519 $28.474 $+28.474 $
Smurfit Westrock plcSW30.310 $-412 $30.722 $-1.360 $32.082 $+32.082 $
ENBRIDGE INCENB29.570 $+3.013 $26.557 $+592 $25.965 $+25.965 $
VERIZON COMMUNICATIONS INCVZ11.383 $-11.030 $22.413 $-1.083 $23.496 $+23.496 $
TARGET CORPTGT16.595 $-1.655 $18.250 $-1.056 $19.306 $+19.306 $
STARBUCKS CORPSBUX13.377 $-944 $14.321 $+14.321 $
MORGAN STANLEYMS5.516 $+366 $5.150 $+5.150 $
INTERLINK ELECTRONICS INCLINK1.908 $+776 $1.132 $+175 $957 $+957 $
KINROSS GOLD CORPKGC497 $+185 $312 $+60 $252 $+252 $
FORD MOTOR COF351 $+351 $
KROGER COKR202 $-13 $215 $+12 $203 $+203 $
Ingevity CorpNGVT79 $+79 $
PARADIGM ASSET MANAGEMENT CO LLC64 $+64 $
Vericel CorpVCEL44 $+44 $
CITIGROUP INCC6 $+0 $6 $+6 $
152.186.805 $+4.803.132 $147.397.120 $+344.915 $147.277.102 $+147.277.102 $
Erweiterte Einstellungen ×