| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 428.173.380 $ | +42.595.864 $ | +173,6 % | 25 | ||||
| ISHARES TR | → 0 | 45.924.701 $ | +36.636.591 $ | +394,4 % | 1 | ||
| iSHARES TRUST | → 0 | 39.604.352 $ | +19.750.624 $ | +99,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 38.761.072 $ | +7.965.625 $ | +25,9 % | 1 | ||
| MAI Capital Management | → 0 | 26.509.005 $ | +686.431 $ | +2,7 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 25.507.146 $ | +8.961.872 $ | +54,2 % | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 25.042.886 $ | -382.986 $ | -1,5 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 23.487.506 $ | +1.000.587 $ | +4,4 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 21.779.199 $ | +6.119.078 $ | +39,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 21.187.388 $ | +3.665.767 $ | +20,9 % | 1 |
| RBB FUND, INC. | → 0 | 17.265.026 $ | -33.853.535 $ | -66,2 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Neutral | 16.106.777 $ | -738.426 $ | -4,4 % | 1 |
| Moloney Securities Asset Management, LLC | → 0 | 13.957.842 $ | -456.517 $ | -3,2 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 13.094.366 $ | +337.560 $ | +2,6 % | 1 |
| Meta Platforms, Inc. | META | → 0 | Neutral | 9.930.029 $ | -177.820 $ | -1,8 % | 1 |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 9.587.231 $ | -34.613.096 $ | -78,3 % | 1 | ||
| SPDR DJ WILSHIRE LARGE CAP | → 0 | 9.512.834 $ | +9.204.606 $ | +2.986,3 % | 1 | ||
| Ishares DJ US Telcom Sector ET | → 0 | 9.288.110 $ | +8.028.392 $ | +637,3 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 9.012.614 $ | +1.586.839 $ | +21,4 % | 1 |
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 8.859.603 $ | +55.990 $ | +0,6 % | 1 | ||
| Ancora Advisors LLC | → 0 | 8.748.508 $ | +1.239.092 $ | +16,5 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 7.800.031 $ | +7.800.031 $ | 1 | |||
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 7.621.179 $ | -2.129.122 $ | -21,8 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Sehr stark | 6.772.134 $ | +1.108.368 $ | +19,6 % | 1 |
| SVB WEALTH LLC | → 0 | 6.452.013 $ | +1.245.196 $ | +23,9 % | 1 | ||
| Walmart Inc. | WMT | → 0 | Neutral | 6.361.828 $ | -445.283 $ | -6,5 % | 1 |
| 428.173.380 $ | +42.595.864 $ | +173,6 % | 25 | ||||