| 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 | ||||
| 150.055.840 $ | +26.625.549 $ | +591,3 % | 9 | 140.893.300 $ | +8.829.369 $ | +7,8 % | 9 | 115.513.543 $ | +9.724.491 $ | +8,2 % | 7 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 26.923.020 $ | -2.173.087 $ | -7,5 % | 1 | 29.096.107 $ | +1.678.527 $ | +6,1 % | 1 | 27.417.580 $ | +5.203.228 $ | +23,4 % | 1 |
| Ancora Advisors LLC | → 0 | 28.385.949 $ | +3.067.782 $ | +12,1 % | 1 | 25.318.167 $ | +2.386.577 $ | +10,4 % | 1 | 22.931.590 $ | +1.967.760 $ | +9,4 % | 1 | ||
| Public Storage | PSA | → 0 | Schwach | 20.593.003 $ | +4.443.583 $ | +27,5 % | 1 | 16.149.420 $ | -1.829.182 $ | -10,2 % | 1 | 17.978.602 $ | -284.680 $ | -1,6 % | 1 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | → 0 | 17.862.262 $ | +791.438 $ | +4,6 % | 1 | 17.070.824 $ | +1.901.781 $ | +12,5 % | 1 | 15.169.043 $ | +1.033.889 $ | +7,3 % | 1 | ||
| ISHARES TR | → 0 | 14.617.316 $ | +14.340.961 $ | +5.189,3 % | 1 | 13.092.136 $ | +3.778.549 $ | +40,6 % | 1 | 10.630.391 $ | +1.059.115 $ | +11,1 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 11.177.356 $ | -659.147 $ | -5,6 % | 1 | 11.836.503 $ | -232.796 $ | -1,9 % | 1 | 12.069.299 $ | +318.700 $ | +2,7 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 11.079.916 $ | +2.585.066 $ | +30,4 % | 1 | ||||||||||
| Victory Portfolios II | → 0 | 9.754.145 $ | +343.356 $ | +3,6 % | 1 | 9.410.789 $ | +769.431 $ | +8,9 % | 1 | ||||||
| Tidal Trust I | → 0 | 9.662.873 $ | +3.885.597 $ | +67,3 % | 1 | ||||||||||
| New York Life Investments Active ETF Trust | → 0 | 9.605.767 $ | +288.729 $ | +3,1 % | 1 | 9.317.038 $ | +426.479 $ | +4,8 % | 1 | ||||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 9.313.587 $ | +87.753 $ | +1,0 % | 1 | ||||||||||
| 150.055.840 $ | +26.625.549 $ | +591,3 % | 9 | 140.893.300 $ | +8.829.369 $ | +7,8 % | 9 | 115.513.543 $ | +9.724.491 $ | +8,2 % | 7 | ||||