| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 148.959.159 $ | -188.629 $ | +176,0 % | 9 | 130.220.717 $ | +34.757.928 $ | +1.385,9 % | 7 | 150.347.380 $ | +41.400.871 $ | +181,0 % | 9 | ||||
| ISHARES TR | → 0 | 37.865.824 $ | +35.778.429 $ | +1.714,0 % | 1 | 30.879.986 $ | +30.564.240 $ | +9.680,0 % | 1 | 32.645.911 $ | +30.660.797 $ | +1.544,5 % | 1 | ||
| iSHARES TRUST | → 0 | 24.319.625 $ | +107.565 $ | +0,4 % | 1 | 24.212.060 $ | +983.084 $ | +4,2 % | 1 | 23.228.976 $ | +1.426.641 $ | +6,5 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 16.354.929 $ | -5.107.740 $ | -23,8 % | 1 | 21.462.669 $ | +3.059.775 $ | +16,6 % | 1 | 18.402.894 $ | +4.780.855 $ | +35,1 % | 1 |
| FIRST TRUST PORTFOLIOS LP | → 0 | 14.425.914 $ | -540.738 $ | -3,6 % | 1 | 14.966.652 $ | +803.788 $ | +5,7 % | 1 | 14.162.864 $ | +388.063 $ | +2,8 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 12.886.706 $ | -1.889.236 $ | -12,8 % | 1 | 14.775.942 $ | +62.776 $ | +0,4 % | 1 | 14.713.166 $ | -45.857 $ | -0,3 % | 1 |
| SONATA CAPITAL GROUP INC | → 0 | 12.673.026 $ | +1.172.214 $ | +10,2 % | 1 | ||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 10.588.882 $ | -1.362.627 $ | -11,4 % | 1 | 11.951.509 $ | -545.602 $ | -4,4 % | 1 | 12.497.111 $ | +279.024 $ | +2,3 % | 1 |
| Apple Inc. | AAPL | → 0 | Stark | 10.289.154 $ | -1.682.745 $ | -14,1 % | 1 | 11.971.899 $ | -170.133 $ | -1,4 % | 1 | 12.142.032 $ | +2.104.910 $ | +21,0 % | 1 |
| J P MORGAN EXCHANGE TRADED F | → 0 | 12.098.811 $ | -25.767.013 $ | -68,0 % | 1 | ||||||||||
| VANGUARD GROUP INC | → 0 | 10.129.314 $ | +275.476 $ | +2,8 % | 1 | 9.881.400 $ | +634.224 $ | +6,9 % | 1 | ||||||
| 148.959.159 $ | -188.629 $ | +176,0 % | 9 | 130.220.717 $ | +34.757.928 $ | +1.385,9 % | 7 | 150.347.380 $ | +41.400.871 $ | +181,0 % | 9 | ||||