Investments: Defined Financial Planning LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Defined Financial Planning LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. Fonds
106.321.184 $+179.315 $
+6,3 %
46
WisdomTree, Inc.WT→ 0Stark42.803.141 $+803.537 $
+1,9 %
1
SCHWAB STRATEGIC TRUST→ 014.187.500 $+2.643.983 $
+22,9 %
1
NORTHERN LTS FD TR IV→ 08.648.460 $-121.473 $
-1,4 %
1
MAI Capital Management→ 07.477.541 $+266.670 $
+3,7 %
1
Ancora Advisors LLC→ 04.032.031 $+710.959 $
+21,4 %
1
NVIDIA CORPNVDA→ 0Neutral3.498.913 $+291.801 $
+9,1 %
1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 03.245.386 $+919.461 $
+39,5 %
1
Apple Inc.AAPL→ 0Neutral3.239.169 $+616.930 $
+23,5 %
1
MICROSOFT CORPMSFT→ 0Neutral3.102.913 $+1.731 $
+0,1 %
1
Alphabet Inc.GOOGL→ 0Stark1.666.644 $+346.931 $
+26,3 %
1
AMAZON COM INCAMZN→ 0Neutral1.269.340 $-88.534 $
-6,5 %
1
Broadcom Inc.AVGO→ 0Neutral1.126.676 $+149.567 $
+15,3 %
1
SPDR GOLD TRUSTGLD→ 0890.914 $+345.548 $
+63,4 %
1
THOR FINL TECHNOLOGIES TR→ 0870.422 $-7.778.038 $
-89,9 %
1
Meta Platforms, Inc.META→ 0Neutral586.475 $+41.606 $
+7,6 %
1
Moloney Securities Asset Management, LLC→ 0578.259 $+163.177 $
+39,3 %
1
PROSHARES TRUST→ 0558.208 $-315.880 $
-36,1 %
1
MCDONALDS CORPMCD→ 0Stark506.957 $+78.500 $
+18,3 %
1
ELI LILLY & CoLLY→ 0Neutral482.060 $+201.143 $
+71,6 %
1
JPMORGAN CHASE & COJPM→ 0Neutral461.518 $+54.904 $
+13,5 %
1
Tesla, Inc.TSLA→ 0Neutral441.761 $+145.588 $
+49,2 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach437.374 $-4.486 $
-1,0 %
1
Eaton Corp plcETN→ 0Neutral382.727 $+15.185 $
+4,1 %
1
JOHNSON & JOHNSONJNJ→ 0Stark365.343 $+75.330 $
+26,0 %
1
PROCTER & GAMBLE CoPG→ 0Neutral364.067 $-15.037 $
-4,0 %
1
NETFLIX INCNFLX→ 0Stark339.990 $+37.525 $
+12,4 %
1
EXXON MOBIL CORPXOM→ 0Stark297.022 $-22.965 $
-7,2 %
1
VISA INC.V→ 0Neutral294.791 $-18.221 $
-5,8 %
1
EXELON CORPEXC→ 0Neutral290.629 $+26.358 $
+10,0 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral282.909 $+32.330 $
+12,9 %
1
Walmart Inc.WMT→ 0Stark282.461 $-52.549 $
-15,7 %
1
COCA COLA COKO→ 0Stark278.894 $-22.406 $
-7,4 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark275.694 $+18.730 $
+7,3 %
1
AMERICAN EXPRESS COAXP→ 0Neutral256.789 $-29.320 $
-10,2 %
1
ORACLE CORPORCL→ 0Neutral251.685 $+43.745 $
+21,0 %
1
Arthur J. Gallagher & Co.AJG→ 0Neutral245.552 $-896 $
-0,4 %
1
AbbVie Inc.ABBV→ 0Neutral244.883 $+244.883 $1
LAM RESEARCH CORPLRCX→ 0Stark241.890 $+16.403 $
+7,3 %
1
Mastercard IncMA→ 0Neutral233.458 $+11.113 $
+5,0 %
1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral222.676 $-5.134 $
-2,3 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark212.613 $+212.613 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark211.319 $-51.890 $
-19,7 %
1
CATERPILLAR INCCAT→ 0Sehr stark210.890 $+210.890 $1
Warner Bros. Discovery, Inc.WBD→ 0Schwach180.367 $+180.367 $1
SHENANDOAH TELECOMMUNICATIONS CO/VA/SHEN→ 0Neutral150.892 $-293.345 $
-66,0 %
1
TELEFONICA S ATEFOF→ 091.981 $+91.981 $1
106.321.184 $+179.315 $
+6,3 %
46
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