| 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 | ||||
| 178.158.113 $ | -13.990.671 $ | +216,6 % | 11 | 192.886.731 $ | -54.894.280 $ | +72,6 % | 6 | 255.530.402 $ | +55.284.033 $ | +107,6 % | 8 | ||||
| Palantir Technologies Inc. | PLTR | → 0 | Stark | 135.700.007 $ | -28.875.163 $ | -17,5 % | 1 | 164.575.170 $ | -57.312.674 $ | -25,8 % | 1 | 221.887.844 $ | +53.787.289 $ | +32,0 % | 1 |
| SONATA CAPITAL GROUP INC | → 0 | 3.411.043 $ | -2.465.890 $ | -42,0 % | 1 | 5.876.933 $ | -2.758.138 $ | -31,9 % | 1 | 8.635.071 $ | +387.240 $ | +4,7 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 8.301.111 $ | +6.231.723 $ | +301,1 % | 1 | 8.032.247 $ | +6.565.380 $ | +447,6 % | 1 | 8.083.904 $ | +7.286.087 $ | +913,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 6.568.345 $ | +4.568.267 $ | +228,4 % | 1 | ||||||||
| BlackRock Finance, Inc. | → 0 | 2.970.450 $ | -3.070.884 $ | -50,8 % | 1 | 6.041.334 $ | +2.984.929 $ | +97,7 % | 1 | 3.056.405 $ | +35.915 $ | +1,2 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 5.181.926 $ | +162.785 $ | +3,2 % | 1 | 5.019.141 $ | +316.564 $ | +6,7 % | 1 | 4.702.577 $ | +206.454 $ | +4,6 % | 1 |
| iSHARES TRUST | → 0 | 3.664.551 $ | +2.120.906 $ | +137,4 % | 1 | ||||||||||
| VANGUARD STAR FDS | → 0 | 3.417.965 $ | +2.040.575 $ | +148,1 % | 1 | 3.341.906 $ | -4.690.341 $ | -58,4 % | 1 | 3.220.807 $ | -4.863.097 $ | -60,2 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 3.180.243 $ | +2.450.679 $ | +335,9 % | 1 | ||||||||
| New York Life Investments ETF Trust | → 0 | 3.172.243 $ | +48.730 $ | +1,6 % | 1 | ||||||||||
| Meta Platforms, Inc. | META | → 0 | Stark | 2.890.973 $ | +175.362 $ | +6,5 % | 1 | 2.771.551 $ | -1.604.585 $ | -36,7 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 2.871.499 $ | +2.670.969 $ | +1.332,0 % | 1 | ||||||||
| 178.158.113 $ | -13.990.671 $ | +216,6 % | 11 | 192.886.731 $ | -54.894.280 $ | +72,6 % | 6 | 255.530.402 $ | +55.284.033 $ | +107,6 % | 8 | ||||