| 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 | ||||
| 1.176.594.982 $ | +277.208.043 $ | +269,3 % | 12 | 924.310.545 $ | +131.058.246 $ | +25,7 % | 9 | 499.692.976 $ | +80.430.501 $ | +26,1 % | 4 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 190.704.225 $ | -32.198.806 $ | -14,4 % | 1 | 222.903.031 $ | -2.700.286 $ | -1,2 % | 1 | 225.603.317 $ | +17.425.798 $ | +8,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 155.718.663 $ | -2.527.680 $ | -1,6 % | 1 | 158.246.343 $ | +41.976.943 $ | +36,1 % | 1 | 116.269.400 $ | +32.957.443 $ | +39,6 % | 1 |
| iSHARES TRUST | → 0 | 101.228.423 $ | +69.755.052 $ | +221,6 % | 1 | ||||||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 88.926.287 $ | -467.972 $ | -0,5 % | 1 | 89.394.259 $ | +30.238.516 $ | +51,1 % | 1 | ||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | → 0 | 88.014.565 $ | +78.419.059 $ | +817,2 % | 1 | ||||||||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 80.808.529 $ | -6.190.215 $ | -7,1 % | 1 | 86.998.744 $ | +7.282.533 $ | +9,1 % | 1 | ||||||
| iShares Russell Growth | → 0 | 74.975.847 $ | +71.463.350 $ | +2.034,5 % | 1 | 86.980.075 $ | +47.877.470 $ | +122,4 % | 1 | ||||||
| BlackRock Finance, Inc. | → 0 | 86.611.180 $ | +41.288.836 $ | +91,1 % | 1 | ||||||||||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 86.472.363 $ | +14.418.716 $ | +20,0 % | 1 | 72.053.647 $ | +8.149.338 $ | +12,8 % | 1 | |||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 80.193.947 $ | +26.396.867 $ | +49,1 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 80.128.487 $ | +6.067.410 $ | +8,2 % | 1 | 74.061.077 $ | +3.239.562 $ | +4,6 % | 1 | 70.821.515 $ | +22.764.727 $ | +47,4 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Neutral | 72.206.792 $ | +2.863.386 $ | +4,1 % | 1 | ||||||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 71.414.203 $ | +1.729.825 $ | +2,5 % | 1 | 69.684.378 $ | +4.796.159 $ | +7,4 % | 1 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 70.179.206 $ | +3.670.759 $ | +5,5 % | 1 | ||||||||
| 1.176.594.982 $ | +277.208.043 $ | +269,3 % | 12 | 924.310.545 $ | +131.058.246 $ | +25,7 % | 9 | 499.692.976 $ | +80.430.501 $ | +26,1 % | 4 | ||||