| 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 | ||||
| 157.604.676 $ | +49.895.480 $ | +1.545,6 % | 8 | 150.917.625 $ | +59.446.146 $ | +975,8 % | 8 | 143.339.420 $ | +34.601.518 $ | +283,1 % | 9 | ||||
| iSHARES TRUST | → 0 | 43.252.742 $ | +10.988.009 $ | +34,1 % | 1 | 32.264.733 $ | +13.820.260 $ | +74,9 % | 1 | 18.444.473 $ | -463.245 $ | -2,5 % | 1 | ||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Neutral | 23.601.573 $ | -5.325.131 $ | -18,4 % | 1 | 28.926.704 $ | +22.456 $ | +0,1 % | 1 | 28.904.248 $ | +2.745.684 $ | +10,5 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 21.969.125 $ | +21.635.991 $ | +6.494,7 % | 1 | 20.383.332 $ | +17.280.592 $ | +556,9 % | 1 | 19.409.761 $ | +18.206.161 $ | +1.512,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 18.527.486 $ | -333.694 $ | -1,8 % | 1 | 18.861.180 $ | +611.797 $ | +3,4 % | 1 | 18.249.383 $ | +3.033.469 $ | +19,9 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 15.596.144 $ | -903.666 $ | -5,5 % | 1 | 16.499.810 $ | +4.290.992 $ | +35,1 % | 1 | 12.208.818 $ | -1.199.178 $ | -8,9 % | 1 | ||
| HARTFORD FDS EXCHANGE TRADED | → 0 | 14.435.235 $ | +13.867.711 $ | +2.443,5 % | 1 | 13.715.133 $ | +13.395.712 $ | +4.193,7 % | 1 | 13.208.418 $ | +12.021.105 $ | +1.012,5 % | 1 | ||
| UNITEDHEALTH GROUP INC | UNH | → 0 | Neutral | 12.837.447 $ | -486.982 $ | -3,7 % | 1 | ||||||||
| PACER FDS TR | → 0 | 10.293.292 $ | +10.000.730 $ | +3.418,3 % | 1 | 10.303.184 $ | +9.964.426 $ | +2.941,5 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 10.173.234 $ | +193.842 $ | +1,9 % | 1 | ||||||||
| Moloney Securities Asset Management, LLC | → 0 | 9.929.079 $ | -34.470 $ | -0,3 % | 1 | 9.963.549 $ | +59.911 $ | +0,6 % | 1 | 9.903.638 $ | +550.662 $ | +5,9 % | 1 | ||
| 157.604.676 $ | +49.895.480 $ | +1.545,6 % | 8 | 150.917.625 $ | +59.446.146 $ | +975,8 % | 8 | 143.339.420 $ | +34.601.518 $ | +283,1 % | 9 | ||||