Investments: WJ Financial Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
103.934.230 $+9.342.569 $95.591.621 $+95.591.621 $
BANK OF AMERICA CORP /DE/BAC60.969.210 $+6.512.917 $54.456.293 $+54.456.293 $
SPS COMMERCE INCSPSC6.252.583 $+693.032 $5.559.551 $+5.559.551 $
APPFOLIO INCAPPF5.733.593 $+304.575 $5.429.018 $+5.429.018 $
BERKSHIRE HATHAWAY INCBRK-B4.589.195 $+109.782 $4.479.413 $+4.479.413 $
AMAZON COM INCAMZN3.953.023 $+194.863 $3.758.160 $+3.758.160 $
BlackRock, Inc.BLK3.839.644 $+27.944 $3.811.700 $+3.811.700 $
ALPHA PRO TECH LTDAPT2.444.842 $+498.372 $1.946.470 $+1.946.470 $
JPMORGAN CHASE & COJPM1.887.275 $+39.777 $1.847.498 $+1.847.498 $
SOUTHERN COSO1.545.031 $-95.268 $1.640.299 $+1.640.299 $
MICROSOFT CORPMSFT1.256.462 $-58.108 $1.314.570 $+1.314.570 $
JOHNSON & JOHNSONJNJ1.255.504 $+90.027 $1.165.477 $+1.165.477 $
AES CORPAES1.103.463 $-2.109 $1.105.572 $+1.105.572 $
ROYAL GOLD INCRGLD1.010.086 $+1.010.086 $
SANDSTORM GOLD LTDSAND999.960 $+999.960 $
NETFLIX INCNFLX658.195 $-175.054 $833.249 $+833.249 $
CATERPILLAR INCCAT794.571 $+132.764 $661.807 $+661.807 $
GENERAL ELECTRIC COGE736.192 $+17.232 $718.960 $+718.960 $
PALATIN TECHNOLOGIES INCPTNT678.827 $-36.077 $714.904 $+714.904 $
ADVANCED MICRO DEVICES INCAMD708.227 $+143.742 $564.485 $+564.485 $
PEPSICO INCPEP624.490 $-51.622 $676.112 $+676.112 $
SYNOPSYS INCSNPS602.651 $-39.249 $641.900 $+641.900 $
AbbVie Inc.ABBV549.518 $-7.336 $556.854 $+556.854 $
EXXON MOBIL CORPXOM413.368 $+25.508 $387.860 $+387.860 $
RTX CorpRTX409.532 $+35.884 $373.648 $+373.648 $
PFIZER INCPFE265.614 $-31.667 $297.281 $+297.281 $
PROCTER & GAMBLE CoPG234.742 $-53.505 $288.247 $+288.247 $
Kraft Heinz CoKHC225.646 $-61.315 $286.961 $+286.961 $
UNITEDHEALTH GROUP INCUNH266.729 $-12.273 $279.002 $+279.002 $
CHEVRON CORPCVX268.851 $-5.081 $273.932 $+273.932 $
NEXTERA ENERGY INCNEE264.041 $+656 $263.385 $+263.385 $
Medtronic plcMDT209.699 $-49.354 $259.053 $+259.053 $
ASPEN AEROGELS INCASPN183.426 $+183.426 $
103.934.230 $+9.342.569 $95.591.621 $+95.591.621 $
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