| 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 | ||||
| 1.763.156.447 $ | +514.090.837 $ | +1.363,9 % | 8 | 1.380.163.001 $ | -544.333.567 $ | +2.254,8 % | 7 | 2.550.972.989 $ | +431.530.501 $ | +2.335,4 % | 10 | ||||
| WisdomTree, Inc. | WT | → 0 | Stark | 500.513.335 $ | +67.979.021 $ | +15,7 % | 1 | 432.534.314 $ | -659.679.596 $ | -60,4 % | 1 | 1.092.213.910 $ | -42.334.067 $ | -3,7 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 237.894.578 $ | -13.812.375 $ | -5,5 % | 1 | 251.706.953 $ | +3.298.310 $ | +1,3 % | 1 | 248.408.643 $ | +47.855.076 $ | +23,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 248.707.841 $ | +85.884.259 $ | +52,7 % | 1 | 162.823.582 $ | +30.128.461 $ | +22,7 % | 1 | 132.695.121 $ | +40.875.943 $ | +44,5 % | 1 |
| VANGUARD GROUP INC | → 0 | 218.171.625 $ | -9.431.485 $ | -4,1 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 181.075.948 $ | +22.684.988 $ | +14,3 % | 1 | 158.390.960 $ | +14.074.211 $ | +9,8 % | 1 | 144.316.749 $ | +39.678.153 $ | +37,9 % | 1 |
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 139.130.653 $ | +10.708.757 $ | +8,3 % | 1 | 128.421.896 $ | -40.247.208 $ | -23,9 % | 1 | 168.669.104 $ | +26.246.293 $ | +18,4 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 162.747.349 $ | +159.903.955 $ | +5.623,7 % | 1 | 126.885.736 $ | +126.090.061 $ | +15.846,9 % | 1 | 157.461.702 $ | +156.529.882 $ | +16.798,3 % | 1 | ||
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | → 0 | Neutral | 147.461.886 $ | +144.663.104 $ | +5.168,8 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 145.624.857 $ | +36.079.128 $ | +32,9 % | 1 | 121.137.163 $ | +28.167.855 $ | +30,3 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 119.399.560 $ | -17.997.806 $ | -13,1 % | 1 | 137.397.366 $ | +15.450.258 $ | +12,7 % | 1 | ||||
| ISHARES TR | → 0 | 130.501.606 $ | +128.492.593 $ | +6.395,8 % | 1 | ||||||||||
| 1.763.156.447 $ | +514.090.837 $ | +1.363,9 % | 8 | 1.380.163.001 $ | -544.333.567 $ | +2.254,8 % | 7 | 2.550.972.989 $ | +431.530.501 $ | +2.335,4 % | 10 | ||||