Investments: Davis Wealth Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Davis Wealth Advisors, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
96.531.947 $-1.032.602 $
-2,3 %
97.564.549 $+97.564.549 $
BANK OF AMERICA CORP /DE/BAC56.795.891 $-673.947 $
-1,2 %
57.469.838 $+57.469.838 $
BlackRock, Inc.BLK22.251.789 $+232.226 $
+1,1 %
22.019.563 $+22.019.563 $
BlackRock Fund Advisors6.159.077 $-173.734 $
-2,7 %
6.332.811 $+6.332.811 $
ISHARES GOLD TRUSTIAU2.366.962 $-504.183 $
-17,6 %
2.871.145 $+2.871.145 $
VANGUARD GROUP INC2.704.029 $-99.045 $
-3,5 %
2.803.074 $+2.803.074 $
BERKSHIRE HATHAWAY INCBRK-B2.005.570 $-101.178 $
-4,8 %
2.106.748 $+2.106.748 $
APPFOLIO INCAPPF1.529.888 $-117.752 $
-7,1 %
1.647.640 $+1.647.640 $
CITIGROUP INCC1.036.390 $+285.271 $
+38,0 %
751.119 $+751.119 $
NVIDIA CORPNVDA519.719 $-91.076 $
-14,9 %
610.795 $+610.795 $
GENERAL ELECTRIC COGE348.753 $-29.816 $
-7,9 %
378.569 $+378.569 $
Alphabet Inc.GOOGL309.994 $-29.095 $
-8,6 %
339.089 $+339.089 $
GE Vernova Inc.GEV265.362 $+265.362 $
PROSHARES TRUST238.523 $+4.365 $
+1,9 %
234.158 $+234.158 $
96.531.947 $-1.032.602 $
-2,3 %
97.564.549 $+97.564.549 $
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