| 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 | ||||
| 1.658.406.694 $ | +655.445.703 $ | +3.344,7 % | 9 | 1.795.310.064 $ | +1.186.033.290 $ | +615.924,1 % | 10 | 1.131.787.939 $ | +631.349.242 $ | +304.285,0 % | 6 | ||||
| SCHWAB STRATEGIC TR | → 0 | 492.251.960 $ | +490.589.719 $ | +29.513,8 % | 1 | 531.963.119 $ | +531.954.404 $ | +6.103.894,5 % | 1 | 539.947.865 $ | +538.836.388 $ | +48.479,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 289.934.317 $ | +19.182.152 $ | +7,1 % | 1 | 270.752.165 $ | +80.068.960 $ | +42,0 % | 1 | 190.683.205 $ | +10.496.667 $ | +5,8 % | 1 | ||
| ISHARES TR | → 0 | 190.661.558 $ | +163.337.135 $ | +597,8 % | 1 | 219.351.561 $ | +218.872.741 $ | +45.710,9 % | 1 | 94.731.792 $ | +94.726.462 $ | +1.777.231,9 % | 1 | ||
| iSHARES TRUST | → 0 | 202.476.788 $ | +2.677.586 $ | +1,3 % | 1 | 199.799.202 $ | +99.550.901 $ | +99,3 % | 1 | 100.248.301 $ | +7.703.284 $ | +8,3 % | 1 | ||
| Meta Platforms, Inc. | META | → 0 | Neutral | 96.703.504 $ | -17.051.575 $ | -15,0 % | 1 | 113.755.079 $ | -13.626.925 $ | -10,7 % | 1 | 127.382.004 $ | -18.268.953 $ | -12,5 % | 1 |
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 113.753.607 $ | -2.719.548 $ | -2,3 % | 1 | 116.473.155 $ | +98.108.740 $ | +534,2 % | 1 | ||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 97.043.231 $ | -3.601.595 $ | -3,6 % | 1 | 100.644.826 $ | +54.256.986 $ | +117,0 % | 1 | ||||||
| MPLX LP | MPLX | → 0 | 92.197.400 $ | +6.453.055 $ | +7,5 % | 1 | 85.744.345 $ | +6.949.573 $ | +8,8 % | 1 | 78.794.772 $ | -2.144.606 $ | -2,6 % | 1 | |
| WisdomTree, Inc. | WT | → 0 | Stark | 83.384.329 $ | -3.421.226 $ | -3,9 % | 1 | 86.805.555 $ | +85.829.434 $ | +8.792,9 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 70.021.057 $ | +24.068.476 $ | +52,4 % | 1 | ||||||||
| 1.658.406.694 $ | +655.445.703 $ | +3.344,7 % | 9 | 1.795.310.064 $ | +1.186.033.290 $ | +615.924,1 % | 10 | 1.131.787.939 $ | +631.349.242 $ | +304.285,0 % | 6 | ||||