Investments: PLANNING DIRECTIONS INC

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. ($)
152.633.895 $+5.031.086 $148.015.783 $+148.015.783 $
BANK OF AMERICA CORP /DE/BAC113.427.368 $+1.358.563 $112.068.805 $+112.068.805 $
VICTORY CAPITAL MANAGEMENT INC13.650.909 $+2.180.848 $11.470.061 $+11.470.061 $
APPFOLIO INCAPPF11.584.644 $+622.226 $10.962.418 $+10.962.418 $
NVIDIA CORPNVDA2.887.158 $-20.733 $2.907.891 $+2.907.891 $
BlackRock, Inc.BLK1.730.544 $+124.827 $1.605.717 $+1.605.717 $
AMAZON COM INCAMZN1.520.873 $+54.365 $1.466.508 $+1.466.508 $
MICROSOFT CORPMSFT1.395.253 $-123.452 $1.518.705 $+1.518.705 $
Constellation Energy CorpCEG802.917 $+287.616 $515.301 $+515.301 $
ALPHA PRO TECH LTDAPT751.717 $+338.703 $413.014 $+413.014 $
Walmart Inc.WMT622.463 $+46.653 $575.810 $+575.810 $
MCDONALDS CORPMCD430.007 $-78.927 $508.934 $+508.934 $
EXXON MOBIL CORPXOM505.969 $+32.181 $473.788 $+473.788 $
Palo Alto Networks IncPANW399.714 $-42.141 $441.855 $+441.855 $
PALATIN TECHNOLOGIES INCPTNT262.181 $-111.780 $373.961 $+373.961 $
DEERE & CODE332.466 $+7.065 $325.401 $+325.401 $
BOEING COBA315.993 $+1.877 $314.116 $+314.116 $
CITIGROUP INCC285.674 $+81.659 $204.015 $+204.015 $
PEPSICO INCPEP227.774 $-46.887 $274.661 $+274.661 $
CATERPILLAR INCCAT269.731 $+45.679 $224.052 $+224.052 $
BERKSHIRE HATHAWAY INCBRK-B263.389 $-47 $263.436 $+263.436 $
PROCTER & GAMBLE CoPG230.442 $-15.451 $245.893 $+245.893 $
NEXTERA ENERGY INCNEE245.577 $+18.349 $227.228 $+227.228 $
JPMORGAN CHASE & COJPM227.094 $+5.855 $221.239 $+221.239 $
ACNB CORPACNB214.336 $+214.336 $
Mastercard IncMA210.506 $+210.506 $
AMERICAN EXPRESS COAXP202.468 $+202.468 $
CAPITAL SOUTHWEST CORPCSWC49.702 $+49.702 $
152.633.895 $+5.031.086 $148.015.783 $+148.015.783 $
Erweiterte Einstellungen ×