Investments: Base Wealth Management 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. ($)
114.754.728 $+4.622.330 $109.949.071 $+12.463.984 $97.712.042 $+9.313.454 $88.398.588 $+88.398.588 $
BANK OF AMERICA CORP /DE/BAC101.007.379 $+4.333.156 $96.674.223 $+10.569.656 $86.104.567 $+8.704.912 $77.399.655 $+77.399.655 $
BERKSHIRE HATHAWAY INCBRK-B3.350.987 $-162.250 $3.513.237 $+376.961 $3.136.276 $-231.332 $3.367.608 $+3.367.608 $
APPFOLIO INCAPPF2.450.727 $+133.837 $2.316.890 $+525.302 $1.791.588 $-61.926 $1.853.514 $+1.853.514 $
CATERPILLAR INCCAT1.139.825 $+190.763 $949.062 $+279.780 $669.282 $+100.700 $568.582 $+568.582 $
AMAZON COM INCAMZN988.575 $+45.986 $942.589 $+33.023 $909.566 $+112.170 $797.396 $+797.396 $
NVIDIA CORPNVDA943.327 $-10.421 $953.748 $+62.141 $891.607 $+160.361 $731.246 $+731.246 $
MICROSOFT CORPMSFT858.875 $-62.450 $921.325 $+97.778 $823.547 $+187.892 $635.655 $+635.655 $
PEPSICO INCPEP740.707 $+15.896 $724.811 $+16.945 $707.866 $-96.562 $804.428 $+804.428 $
ALPHA PRO TECH LTDAPT562.080 $+126.109 $435.971 $+151.383 $284.588 $+59.564 $225.024 $+225.024 $
COCA COLA COKO485.099 $+15.602 $469.497 $-39.692 $509.189 $-1.778 $510.967 $+510.967 $
PROCTER & GAMBLE CoPG377.335 $-27.225 $404.560 $-8.238 $412.798 $-98.148 $510.946 $+510.946 $
EXXON MOBIL CORPXOM438.606 $+23.067 $415.539 $+9.536 $406.003 $-47.916 $453.919 $+453.919 $
PALATIN TECHNOLOGIES INCPTNT323.505 $-61.401 $384.906 $+94.544 $290.362 $+290.362 $
NEXTERA ENERGY INCNEE334.484 $+20.016 $314.468 $+25.345 $289.123 $-899 $290.022 $+290.022 $
Walmart Inc.WMT290.359 $+32.274 $258.085 $+33.874 $224.211 $+17.525 $206.686 $+206.686 $
CINTAS CORPCTAS223.580 $-19.858 $243.438 $+243.438 $
CARPENTER TECHNOLOGY CORPCRS239.278 $+29.229 $210.049 $+210.049 $
CITIGROUP INCC26.722 $-7.792 $34.514 $-8.426 $42.940 $+42.940 $
PLUG POWER INCPLUG16.906 $+16.906 $
114.754.728 $+4.622.330 $109.949.071 $+12.463.984 $97.712.042 $+9.313.454 $88.398.588 $+88.398.588 $
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