| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 868.427.279 $ | +225.325.557 $ | +18.234,1 % | 7 | 736.962.433 $ | +203.634.152 $ | +1.536.380,6 % | 6 | 671.357.712 $ | +75.162.223 $ | +24,2 % | 6 | 676.918.663 $ | +157.894.908 $ | +174.689,5 % | 6 | ||||
| ISHARES TR | → 0 | 208.574.351 $ | +208.411.004 $ | +127.587,9 % | 1 | 157.633.820 $ | +157.632.110 $ | +9.218.252,0 % | 1 | 138.031.141 $ | +82.905.621 $ | +150,4 % | 1 | 135.848.694 $ | +135.835.734 $ | +1.048.115,2 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 164.467.639 $ | -41.871.724 $ | -20,3 % | 1 | 206.339.363 $ | +39.627.915 $ | +23,8 % | 1 | 166.711.448 $ | +11.206.964 $ | +7,2 % | 1 | 155.504.484 $ | +4.760.481 $ | +3,2 % | 1 |
| EdgeRock Capital LLC | → 0 | 102.966.897 $ | +10.644.919 $ | +11,5 % | 1 | 92.321.978 $ | +2.158.304 $ | +2,4 % | 1 | 90.163.674 $ | -29.832.532 $ | -24,9 % | 1 | 119.996.206 $ | +5.250.830 $ | +4,6 % | 1 | ||
| Capital Group Dividend Value ETF | → 0 | 119.739.837 $ | +17.703.371 $ | +17,4 % | 1 | 102.036.466 $ | -1.807.948 $ | -1,7 % | 1 | 103.844.414 $ | +3.859.966 $ | +3,9 % | 1 | 99.984.448 $ | +5.687.053 $ | +6,0 % | 1 | ||
| Victory Portfolios II | → 0 | 101.776.984 $ | +4.880.774 $ | +5,0 % | 1 | 96.896.210 $ | +2.662.584 $ | +2,8 % | 1 | 94.233.626 $ | +2.658.892 $ | +2,9 % | 1 | 91.574.734 $ | +3.346.686 $ | +3,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 89.626.632 $ | +7.892.036 $ | +9,7 % | 1 | 81.734.596 $ | +3.361.187 $ | +4,3 % | 1 | 78.373.409 $ | +4.363.312 $ | +5,9 % | 1 | 74.010.097 $ | +3.014.124 $ | +4,2 % | 1 | ||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 81.274.939 $ | +17.665.177 $ | +27,8 % | 1 | ||||||||||||||
| 868.427.279 $ | +225.325.557 $ | +18.234,1 % | 7 | 736.962.433 $ | +203.634.152 $ | +1.536.380,6 % | 6 | 671.357.712 $ | +75.162.223 $ | +24,2 % | 6 | 676.918.663 $ | +157.894.908 $ | +174.689,5 % | 6 | ||||