Investments: Oak Barrel Wealth Advisory LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Oak Barrel Wealth Advisory LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ ($)QoQ (%)
90.717.940 $+90.717.940 $
BANK OF AMERICA CORP /DE/BAC50.619.226 $+50.619.226 $
APPFOLIO INCAPPF5.563.540 $+5.563.540 $
MICROSOFT CORPMSFT3.926.994 $+3.926.994 $
Alphabet Inc.GOOGL2.981.801 $+2.981.801 $
BlackRock Fund Advisors2.490.666 $+2.490.666 $
AMAZON COM INCAMZN2.383.909 $+2.383.909 $
Blackstone Inc.BX2.369.913 $+2.369.913 $
JPMORGAN CHASE & COJPM2.349.633 $+2.349.633 $
NVIDIA CORPNVDA2.025.490 $+2.025.490 $
BERKSHIRE HATHAWAY INCBRK-B1.813.561 $+1.813.561 $
Allied Gold CorpAAUC1.566.456 $+1.566.456 $
EXXON MOBIL CORPXOM1.180.776 $+1.180.776 $
Meta Platforms, Inc.META1.177.501 $+1.177.501 $
CACI INTERNATIONAL INC /DE/CACI979.838 $+979.838 $
PRINCIPAL FINANCIAL GROUP INCPFG913.952 $+913.952 $
VISA INC.V854.877 $+854.877 $
ORACLE CORPORCL825.175 $+825.175 $
JOHNSON & JOHNSONJNJ811.599 $+811.599 $
Broadcom Inc.AVGO679.185 $+679.185 $
MARRIOTT INTERNATIONAL INC /MD/MAR633.709 $+633.709 $
WisdomTree, Inc.WT588.738 $+588.738 $
Mastercard IncMA497.489 $+497.489 $
HOME DEPOT, INC.HD458.834 $+458.834 $
TRUIST FINANCIAL CORPTFC382.699 $+382.699 $
KKR & Co. Inc.KKR350.231 $+350.231 $
Palantir Technologies Inc.PLTR348.568 $+348.568 $
ISHARES GOLD TRUSTIAU299.193 $+299.193 $
Madison Square Garden Sports Corp.MSGS266.228 $+266.228 $
EQUIFAX INCEFX258.423 $+258.423 $
ALTRIA GROUP, INC.MO251.881 $+251.881 $
PUBLIC SERVICE ENTERPRISE GROUP INCPEG247.645 $+247.645 $
CHURCH & DWIGHT CO INC /DE/CHD211.716 $+211.716 $
PROCTER & GAMBLE CoPG204.423 $+204.423 $
Eaton Corp plcETN204.071 $+204.071 $
90.717.940 $+90.717.940 $
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