| 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 | ||||
| 139.753.784 $ | +35.200.148 $ | +130,9 % | 8 | 133.282.497 $ | +49.781.783 $ | +987,1 % | 7 | 183.440.971 $ | -97.193.883 $ | +58,1 % | 10 | ||||
| ISHARES TR | → 0 | 42.408.894 $ | +38.288.783 $ | +929,3 % | 1 | 45.896.981 $ | +32.792.523 $ | +250,2 % | 1 | 44.884.384 $ | +38.103.537 $ | +561,9 % | 1 | ||
| ISHARES MSCI USA EQUAL WEIGHTED | → 0 | 28.891.032 $ | -13.517.862 $ | -31,9 % | 1 | 29.273.941 $ | +21.898.202 $ | +296,9 % | 1 | 21.206.891 $ | +16.910.543 $ | +393,6 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 13.040.222 $ | -946.971 $ | -6,8 % | 1 | 13.987.193 $ | -14.222.039 $ | -50,4 % | 1 | 28.209.232 $ | -38.894.273 $ | -58,0 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 15.954.470 $ | -29.588.484 $ | -65,0 % | 1 | ||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.820.035 $ | -1.059.669 $ | -9,7 % | 1 | 10.879.704 $ | -3.797.515 $ | -25,9 % | 1 | 14.677.219 $ | -14.641.354 $ | -49,9 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 14.322.636 $ | -25.244.910 $ | -63,8 % | 1 | ||||||||
| VANGUARD STAR FDS | → 0 | 13.404.395 $ | +6.170.697 $ | +85,3 % | 1 | 13.104.458 $ | +12.903.458 $ | +6.419,6 % | 1 | ||||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 9.670.501 $ | -2.931.545 $ | -23,3 % | 1 | 12.602.046 $ | -25.110.396 $ | -66,6 % | 1 | ||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 11.333.535 $ | +3.258.449 $ | +40,4 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 10.920.273 $ | -11.744.013 $ | -51,8 % | 1 | ||||||||
| ZoomInfo Technologies Inc. | GTM | → 0 | Neutral | 10.653.702 $ | -9.106.306 $ | -46,1 % | 1 | ||||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 10.532.849 $ | +63.130 $ | +0,6 % | 1 | 10.469.719 $ | +3.138.699 $ | +42,8 % | 1 | ||||||
| Bunge Global SA | BG | → 0 | Neutral | 10.322.822 $ | +2.943.591 $ | +39,9 % | 1 | ||||||||
| CORNING INC /NY | GLW | → 0 | Stark | 10.010.118 $ | +2.121.773 $ | +26,9 % | 1 | ||||||||
| 139.753.784 $ | +35.200.148 $ | +130,9 % | 8 | 133.282.497 $ | +49.781.783 $ | +987,1 % | 7 | 183.440.971 $ | -97.193.883 $ | +58,1 % | 10 | ||||