| Aktie | Ticker | 2025/Q3 | 2025/Q2 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 146.639.167 $ | +24.262.399 $ | +23,3 % | 122.376.768 $ | +1.442.054 $ | +40,3 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 64.423.683 $ | +13.056.343 $ | +25,4 % | 51.367.340 $ | +1.888.012 $ | +3,8 % |
| ALPHA PRO TECH LTD | APT | 9.539.487 $ | +4.716.424 $ | +97,8 % | 4.823.063 $ | +1.041.188 $ | +27,5 % |
| NVIDIA CORP | NVDA | 9.040.566 $ | +772.460 $ | +9,3 % | 8.268.106 $ | +3.313.938 $ | +66,9 % |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6.556.289 $ | -1.951.516 $ | -22,9 % | 8.507.805 $ | -11.381.634 $ | -57,2 % | |
| APPFOLIO INC | APPF | 7.238.622 $ | +2.005.351 $ | +38,3 % | 5.233.271 $ | -745.807 $ | -12,5 % |
| MICROSOFT CORP | MSFT | 5.764.784 $ | -528.447 $ | -8,4 % | 6.293.231 $ | +1.809.568 $ | +40,4 % |
| CITIGROUP INC | C | 4.550.965 $ | +377.573 $ | +9,0 % | 4.173.392 $ | +3.669.971 $ | +729,0 % |
| AMAZON COM INC | AMZN | 4.512.383 $ | +524.970 $ | +13,2 % | 3.987.413 $ | +475.024 $ | +13,5 % |
| GOLDMAN SACHS GROUP INC | GS | 3.895.744 $ | +357.702 $ | +10,1 % | 3.538.042 $ | +933.332 $ | +35,8 % |
| EXXON MOBIL CORP | XOM | 3.854.246 $ | +279.598 $ | +7,8 % | 3.574.648 $ | +797.871 $ | +28,7 % |
| LOCKHEED MARTIN CORP | LMT | 3.360.682 $ | +1.255.248 $ | +59,6 % | 2.105.434 $ | +228.806 $ | +12,2 % |
| JPMORGAN CHASE & CO | JPM | 3.320.216 $ | +268.913 $ | +8,8 % | 3.051.303 $ | +140.328 $ | +4,8 % |
| JOHNSON & JOHNSON | JNJ | 2.811.894 $ | +594.728 $ | +26,8 % | 2.217.166 $ | -101.608 $ | -4,4 % |
| UNITEDHEALTH GROUP INC | UNH | 2.801.764 $ | +1.429.720 $ | +104,2 % | 1.372.044 $ | -685.769 $ | -33,3 % |
| PFIZER INC | PFE | 2.663.959 $ | +188.546 $ | +7,6 % | 2.475.413 $ | +476.037 $ | +23,8 % |
| Duke Energy CORP | DUK | 2.659.388 $ | +209.708 $ | +8,6 % | 2.449.680 $ | -9.113 $ | -0,4 % |
| VERIZON COMMUNICATIONS INC | VZ | 2.535.695 $ | +167.528 $ | +7,1 % | 2.368.167 $ | -73.425 $ | -3,0 % |
| MCDONALDS CORP | MCD | 2.479.135 $ | +181.510 $ | +7,9 % | 2.297.625 $ | -115.433 $ | -4,8 % |
| AMGEN INC | AMGN | 2.365.118 $ | +178.345 $ | +8,2 % | 2.186.773 $ | -153.279 $ | -6,6 % |
| PROCTER & GAMBLE Co | PG | 2.256.350 $ | +174.516 $ | +8,4 % | 2.081.834 $ | -65.117 $ | -3,0 % |
| U S WEALTH GROUP, LLC. | 8.197 $ | +3.179 $ | +63,4 % | 5.018 $ | -836 $ | -14,3 % | |
| 146.639.167 $ | +24.262.399 $ | +23,3 % | 122.376.768 $ | +1.442.054 $ | +40,3 % | ||