| 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 | ||||
| 914.677.698 $ | +34.318.847 $ | +6.738,9 % | 8 | 1.041.038.281 $ | +131.684.316 $ | +64.693,4 % | 9 | 923.282.957 $ | +191.370.749 $ | +3.290,6 % | 8 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 264.778.368 $ | -20.299.727 $ | -7,1 % | 1 | 285.078.095 $ | +17.544.717 $ | +6,6 % | 1 | 267.533.378 $ | +53.353.606 $ | +24,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 106.443.372 $ | -12.127.446 $ | -10,2 % | 1 | 118.570.818 $ | +26.404.622 $ | +28,6 % | 1 | 92.166.196 $ | +27.005.596 $ | +41,4 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 106.169.948 $ | -6.613.968 $ | -5,9 % | 1 | 112.783.916 $ | +187.088 $ | +0,2 % | 1 | 112.596.828 $ | +10.687.076 $ | +10,5 % | 1 | |
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 104.966.106 $ | -6.994.238 $ | -6,2 % | 1 | 111.960.344 $ | +3.448.999 $ | +3,2 % | 1 | 108.511.345 $ | +11.153.086 $ | +11,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 99.332.878 $ | -6.663.937 $ | -6,3 % | 1 | 105.996.815 $ | +1.296.664 $ | +1,2 % | 1 | 104.700.151 $ | +11.144.202 $ | +11,9 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 82.676.451 $ | -4.192.489 $ | -4,8 % | 1 | 86.868.940 $ | -63.859 $ | -0,1 % | 1 | 86.932.799 $ | +2.936.192 $ | +3,5 % | 1 |
| INNOVATOR ETFS TRUST | → 0 | 80.001.736 $ | +79.853.673 $ | +53.932,2 % | 1 | 79.745.240 $ | +79.731.545 $ | +582.194,6 % | 1 | 73.836.538 $ | +73.555.996 $ | +26.219,2 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Stark | 73.001.051 $ | -4.004.671 $ | -5,2 % | 1 | 77.005.722 $ | +1.534.995 $ | +2,0 % | 1 | ||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Neutral | 70.308.839 $ | +11.356.979 $ | +19,3 % | 1 | ||||||||
| SPDR GOLD TRUST | GLD | → 0 | 67.033.062 $ | +7.139.211 $ | +11,9 % | 1 | |||||||||
| 914.677.698 $ | +34.318.847 $ | +6.738,9 % | 8 | 1.041.038.281 $ | +131.684.316 $ | +64.693,4 % | 9 | 923.282.957 $ | +191.370.749 $ | +3.290,6 % | 8 | ||||