| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 2.373.985.016 $ | +1.064.461.070 $ | +126.000,4 % | 14 | 1.813.252.781 $ | +618.096.157 $ | +18.490,1 % | 11 | ||||
| ISHARES TR | → 0 | 421.942.693 $ | +421.885.351 $ | +735.735,3 % | 1 | 338.354.740 $ | +338.185.780 $ | +200.157,3 % | 1 | ||
| iSHARES TRUST | → 0 | 415.944.644 $ | +73.080.352 $ | +21,3 % | 1 | 342.864.292 $ | +29.160.007 $ | +9,3 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 238.164.665 $ | +23.794.735 $ | +11,1 % | 1 | 214.369.930 $ | +8.069.330 $ | +3,9 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 190.448.469 $ | +190.424.274 $ | +787.039,8 % | 1 | 179.429.276 $ | +173.890.397 $ | +3.139,5 % | 1 | ||
| Arthur J. Gallagher & Co. | AJG | → 0 | Neutral | 115.265.335 $ | -40.541.695 $ | -26,0 % | 1 | 155.807.030 $ | -5.115.021 $ | -3,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 154.577.277 $ | +34.195.217 $ | +28,4 % | 1 | 120.382.060 $ | +27.588.413 $ | +29,7 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Stark | 141.540.522 $ | +32.934.797 $ | +30,3 % | 1 | 108.605.725 $ | +19.755.363 $ | +22,2 % | 1 |
| Global Retirement Partners, LLC | → 0 | 117.089.269 $ | +117.089.269 $ | 1 | |||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 112.789.818 $ | +22.660.675 $ | +25,1 % | 1 | 90.129.143 $ | +6.936.006 $ | +8,3 % | 1 |
| MAI Capital Management | → 0 | 104.334.857 $ | +12.291.142 $ | +13,4 % | 1 | 92.043.715 $ | +8.441.313 $ | +10,1 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 101.813.627 $ | +101.725.166 $ | +114.994,4 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 96.384.067 $ | +43.162.355 $ | +81,1 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 94.077.201 $ | +14.631.226 $ | +18,4 % | 1 | 79.445.975 $ | +6.368.915 $ | +8,7 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 91.820.895 $ | +4.815.654 $ | +5,5 % | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Neutral | 69.612.572 $ | +17.128.206 $ | +32,6 % | 1 | ||||
| 2.373.985.016 $ | +1.064.461.070 $ | +126.000,4 % | 14 | 1.813.252.781 $ | +618.096.157 $ | +18.490,1 % | 11 | ||||