| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 26.040.501 $ | +3.897.866 $ | +224,3 % | 7 | 20.637.526 $ | +4.219.125 $ | +24,6 % | 5 | 97.704.964 $ | +10.198.631 $ | +1.042,0 % | 11 | 9.064.129 $ | -3.166.702 $ | -12,1 % | 2 | ||||
| Vermillion Wealth Management, Inc. | → 0 | 55.313.222 $ | +14.620.727 $ | +35,9 % | 1 | ||||||||||||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 7.524.878 $ | -670.830 $ | -8,2 % | 1 | 8.195.708 $ | +2.469.499 $ | +43,1 % | 1 | 5.726.209 $ | +137.425 $ | +2,5 % | 1 | 5.588.784 $ | -3.624.317 $ | -39,3 % | 1 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | → 0 | 6.700.686 $ | +1.011.360 $ | +17,8 % | 1 | ||||||||||||||
| RNC CAPITAL MANAGEMENT LLC | → 0 | 6.655.925 $ | -2.276.432 $ | -25,5 % | 1 | ||||||||||||||
| CONGRESS ASSET MANAGEMENT CO | → 0 | 4.380.889 $ | -1.247.531 $ | -22,2 % | 1 | ||||||||||||||
| VANGUARD GROUP INC | → 0 | 4.314.217 $ | +332.377 $ | +8,3 % | 1 | 3.981.840 $ | -41.106 $ | -1,0 % | 1 | 4.022.946 $ | +547.601 $ | +15,8 % | 1 | 3.475.345 $ | +457.615 $ | +15,2 % | 1 | ||
| CCM INVESTMENT ADVISERS LLC | → 0 | 4.254.263 $ | +142.248 $ | +3,5 % | 1 | ||||||||||||||
| Game Plan Financial Advisors, LLC | → 0 | 3.588.936 $ | -5.609.046 $ | -61,0 % | 1 | ||||||||||||||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 3.539.583 $ | +2.194.551 $ | +163,2 % | 1 | ||||||||||||
| ELI LILLY & Co | LLY | → 0 | Stark | 3.082.306 $ | -295.935 $ | -8,8 % | 1 | 3.378.241 $ | +1.101.304 $ | +48,4 % | 1 | 2.276.937 $ | +76.810 $ | +3,5 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 2.752.690 $ | +4.563 $ | +0,2 % | 1 | 2.748.127 $ | +284.049 $ | +11,5 % | 1 | 2.464.078 $ | +494.662 $ | +25,1 % | 1 | ||||
| VANGUARD MUN BD FDS TAX EXEMPT BD | → 0 | 2.421.319 $ | +2.261.242 $ | +1.412,6 % | 1 | 2.320.873 $ | +2.300.807 $ | +11.466,2 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.405.508 $ | +71.898 $ | +3,1 % | 1 | 2.333.610 $ | +405.379 $ | +21,0 % | 1 | ||||||||
| 26.040.501 $ | +3.897.866 $ | +224,3 % | 7 | 20.637.526 $ | +4.219.125 $ | +24,6 % | 5 | 97.704.964 $ | +10.198.631 $ | +1.042,0 % | 11 | 9.064.129 $ | -3.166.702 $ | -12,1 % | 2 | ||||