| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 17.980.387 $ | -163.389.602 $ | -89,9 % | 2 | 643.139.074 $ | +80.070.227 $ | +4.190,4 % | 23 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 8.491.869 $ | -90.888.000 $ | -91,5 % | 1 | 99.379.869 $ | +8.601.177 $ | +9,5 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 9.488.518 $ | -72.501.602 $ | -88,4 % | 1 | 81.990.120 $ | +4.571.030 $ | +5,9 % | 1 |
| KCM INVESTMENT ADVISORS LLC | → 0 | 78.376.807 $ | +8.386.189 $ | +12,0 % | 1 | ||||||
| WisdomTree, Inc. | WT | → 0 | Neutral | 55.029.659 $ | +3.442.157 $ | +6,7 % | 1 | ||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 39.131.241 $ | +3.033.459 $ | +8,4 % | 1 | |||||
| iSHARES TRUST | → 0 | 37.410.567 $ | +2.868.548 $ | +8,3 % | 1 | ||||||
| Ancora Advisors LLC | → 0 | 28.147.682 $ | +2.200.593 $ | +8,5 % | 1 | ||||||
| Apple Inc. | AAPL | → 0 | Neutral | 28.037.253 $ | +3.240.894 $ | +13,1 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 26.633.198 $ | +6.353.367 $ | +31,3 % | 1 | ||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 21.620.318 $ | -115.558 $ | -0,5 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 18.345.949 $ | +558.476 $ | +3,1 % | 1 | ||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 16.657.096 $ | +2.091.208 $ | +14,4 % | 1 | ||||||
| Vistra Corp. | VST | → 0 | Neutral | 15.476.788 $ | +1.731.942 $ | +12,6 % | 1 | ||||
| CrowdStrike Holdings, Inc. | CRWD | → 0 | Neutral | 10.912.194 $ | +348.835 $ | +3,3 % | 1 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 10.680.333 $ | +4.366.128 $ | +69,1 % | 1 | ||||
| Palo Alto Networks Inc | PANW | → 0 | Neutral | 10.667.213 $ | +926.593 $ | +9,5 % | 1 | ||||
| ISHARES TR | → 0 | 10.492.206 $ | +10.481.151 $ | +94.809,1 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 10.037.831 $ | +2.875.415 $ | +40,1 % | 1 | ||||
| MAI Capital Management | → 0 | 9.822.073 $ | +735.619 $ | +8,1 % | 1 | ||||||
| Janus Detroit Street Trust | → 0 | 9.228.413 $ | +237.690 $ | +2,6 % | 1 | ||||||
| FIRST TR EXCHANGE-TRADED FD | → 0 | 8.883.267 $ | +8.181.094 $ | +1.165,1 % | 1 | ||||||
| GE Vernova Inc. | GEV | → 0 | Sehr stark | 8.639.570 $ | +5.025.672 $ | +139,1 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 7.539.427 $ | -71.452 $ | -0,9 % | 1 | ||||
| 17.980.387 $ | -163.389.602 $ | -89,9 % | 2 | 643.139.074 $ | +80.070.227 $ | +4.190,4 % | 23 | ||||