| 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 | ||||
| 401.859.991 $ | +42.547.776 $ | +15.604,0 % | 9 | 400.483.007 $ | +40.169.466 $ | +1.948,6 % | 8 | 400.746.726 $ | +53.375.354 $ | +2.802,1 % | 8 | ||||
| iSHARES TRUST | → 0 | 205.492.464 $ | -10.555.666 $ | -4,9 % | 1 | 216.048.130 $ | +2.830.370 $ | +1,3 % | 1 | 213.217.760 $ | +3.580.156 $ | +1,7 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 42.125.035 $ | +200.980 $ | +0,5 % | 1 | 41.924.055 $ | +1.057.286 $ | +2,6 % | 1 | 40.866.769 $ | +2.902.436 $ | +7,6 % | 1 | ||
| Vanguard Dividend Appreciation | → 0 | 40.232.169 $ | +40.201.405 $ | +130.676,8 % | 1 | 41.344.957 $ | +41.081.706 $ | +15.605,5 % | 1 | 40.696.436 $ | +40.515.360 $ | +22.374,8 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 20.514.893 $ | -1.826.186 $ | -8,2 % | 1 | 22.341.079 $ | -2.033.479 $ | -8,3 % | 1 | 24.374.558 $ | +343.435 $ | +1,4 % | 1 |
| MAI Capital Management | → 0 | 23.607.722 $ | -447.399 $ | -1,9 % | 1 | 24.055.121 $ | +389.904 $ | +1,6 % | 1 | 23.665.217 $ | +897.694 $ | +3,9 % | 1 | ||
| Ancora Advisors LLC | → 0 | 23.105.254 $ | +712.630 $ | +3,2 % | 1 | 22.392.624 $ | +1.411.793 $ | +6,7 % | 1 | 20.980.831 $ | +2.384.029 $ | +12,8 % | 1 | ||
| AUTOZONE INC | AZO | → 0 | Schwach | 16.942.944 $ | -68.820 $ | -0,4 % | 1 | 17.011.764 $ | -4.696.850 $ | -21,6 % | 1 | 21.708.614 $ | +2.820.788 $ | +14,9 % | 1 |
| FIRST TRUST PORTFOLIOS LP | → 0 | 15.687.277 $ | +322.000 $ | +2,1 % | 1 | 15.365.277 $ | +128.736 $ | +0,8 % | 1 | 15.236.541 $ | -68.544 $ | -0,4 % | 1 | ||
| J P MORGAN EXCHANGE TRADED F | → 0 | 14.152.233 $ | +14.008.832 $ | +9.769,0 % | 1 | ||||||||||
| 401.859.991 $ | +42.547.776 $ | +15.604,0 % | 9 | 400.483.007 $ | +40.169.466 $ | +1.948,6 % | 8 | 400.746.726 $ | +53.375.354 $ | +2.802,1 % | 8 | ||||