Investments: ASSET PLANNING SERVICES INC /LA/ /ADV

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. ($)
225.531 $-5.340 $236.515 $+22.195 $216.977 $+27.458 $196.034 $+196.034 $
BANK OF AMERICA CORP /DE/BAC60.071 $-3.853 $63.924 $+4.207 $59.717 $+4.752 $54.965 $+54.965 $
NVIDIA CORPNVDA43.670 $-3.562 $47.232 $+7.251 $39.981 $+12.358 $27.623 $+27.623 $
MICROSOFT CORPMSFT22.354 $-2.882 $25.236 $+1.073 $24.163 $+5.816 $18.347 $+18.347 $
JPMORGAN CHASE & COJPM12.740 $-526 $13.266 $+1.117 $12.149 $+1.812 $10.337 $+10.337 $
ALPHA PRO TECH LTDAPT11.539 $+1.820 $9.719 $+2.712 $7.007 $+815 $6.192 $+6.192 $
RTX CorpRTX10.403 $+176 $10.227 $+1.361 $8.866 $+773 $8.093 $+8.093 $
Walmart Inc.WMT10.347 $+79 $10.268 $+602 $9.666 $+963 $8.703 $+8.703 $
AMAZON COM INCAMZN9.400 $-275 $9.675 $+116 $9.559 $+1.122 $8.437 $+8.437 $
BlackRock, Inc.BLK8.045 $-1.248 $9.293 $+1.003 $8.290 $+755 $7.535 $+7.535 $
LOCKHEED MARTIN CORPLMT7.176 $-786 $7.962 $+480 $7.482 $+212 $7.270 $+7.270 $
JOHNSON & JOHNSONJNJ7.544 $+431 $7.113 $+1.364 $5.749 $-433 $6.182 $+6.182 $
CHEVRON CORPCVX6.444 $-459 $6.903 $+645 $6.258 $-1.034 $7.292 $+7.292 $
UNITEDHEALTH GROUP INCUNH6.515 $+6.515 $
WELLTOWER INC.WELL6.503 $+6.503 $
EXXON MOBIL CORPXOM5.675 $-26 $5.701 $+175 $5.526 $-501 $6.027 $+6.027 $
Public StoragePSA5.644 $-98 $5.742 $-49 $5.791 $+5.791 $
PFIZER INCPFE2.657 $-158 $2.815 $+2.815 $
LINDE PLCLIN1.128 $-216 $1.344 $+51 $1.293 $+6 $1.287 $+1.287 $
BERKSHIRE HATHAWAY INCBRK-B912 $-76 $988 $+33 $955 $-92 $1.047 $+1.047 $
PROCTER & GAMBLE CoPG837 $-98 $935 $-34 $969 $-68 $1.037 $+1.037 $
Navitas Semiconductor CorpNVTS359 $-367 $726 $+67 $659 $+433 $226 $+226 $
APPFOLIO INCAPPF384 $+25 $359 $+70 $289 $-24 $313 $+313 $
225.531 $-5.340 $236.515 $+22.195 $216.977 $+27.458 $196.034 $+196.034 $
Erweiterte Einstellungen ×