| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 1.512.015 $ | -1.362.453.047 $ | +12.718,9 % | 25 | ||||
| West Oak Capital, LLC | → 0 | 143.282 $ | -130.655.718 $ | -99,9 % | 1 | ||
| HUNTINGTON NATIONAL BANK | → 0 | 119.876 $ | -112.972.124 $ | -99,9 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 111.200 $ | -109.532.800 $ | -99,9 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 107.072 $ | -96.438.928 $ | -99,9 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 71.304 $ | +40.262 $ | +129,7 % | 1 | ||
| ORACLE CORP | ORCL | → 0 | Stark | 69.860 $ | -56.654.140 $ | -99,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 66.632 $ | -58.411.368 $ | -99,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Stark | 64.754 $ | -64.036.246 $ | -99,9 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 64.196 $ | -57.198.804 $ | -99,9 % | 1 |
| DFA US SMALL CAP I | → 0 | 64.048 $ | +64.028 $ | +320.140,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 62.637 $ | -50.113.363 $ | -99,9 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 61.768 $ | -130.182.232 $ | -100,0 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 50.128 $ | -53.217.872 $ | -99,9 % | 1 |
| AUTOMATIC DATA PROCESSING INC | ADP | → 0 | Neutral | 44.104 $ | -48.324.896 $ | -99,9 % | 1 |
| CORNING INC /NY | GLW | → 0 | Stark | 42.762 $ | -28.655.238 $ | -99,9 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Stark | 42.461 $ | -44.445.539 $ | -99,9 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Neutral | 42.033 $ | -50.216.967 $ | -99,9 % | 1 |
| HOME DEPOT, INC. | HD | → 0 | Neutral | 40.669 $ | -38.244.331 $ | -99,9 % | 1 |
| AMERICAN EXPRESS CO | AXP | → 0 | Stark | 40.115 $ | -41.625.885 $ | -99,9 % | 1 |
| HUBBELL INC | HUBB | → 0 | Neutral | 35.350 $ | -34.740.650 $ | -99,9 % | 1 |
| ABBOTT LABORATORIES | ABT | → 0 | Schwach | 35.084 $ | -35.645.916 $ | -99,9 % | 1 |
| SCHWAB CHARLES CORP | SCHW | → 0 | Neutral | 34.433 $ | -31.641.567 $ | -99,9 % | 1 |
| CITIGROUP INC | C | → 0 | Stark | 33.641 $ | -28.514.359 $ | -99,9 % | 1 |
| CHEVRON CORP | CVX | → 0 | Stark | 32.853 $ | -31.191.147 $ | -99,9 % | 1 |
| NEXTERA ENERGY INC | NEE | → 0 | Sehr stark | 31.753 $ | -29.897.247 $ | -99,9 % | 1 |
| 1.512.015 $ | -1.362.453.047 $ | +12.718,9 % | 25 | ||||