| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 163.722.403 $ | +70.560.107 $ | +1.183,0 % | 7 | 111.500.133 $ | +28.974.463 $ | +1.282,1 % | 6 | 114.292.768 $ | +29.856.778 $ | +1.652,9 % | 6 | 112.168.579 $ | -832.079 $ | +9,5 % | 6 | ||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 41.757.923 $ | +9.620.850 $ | +29,9 % | 1 | 32.137.073 $ | -973.351 $ | -2,9 % | 1 | 33.110.424 $ | +440.717 $ | +1,3 % | 1 | 32.669.707 $ | +5.330.256 $ | +19,5 % | 1 | ||
| COMMONWEALTH EQUITY SERVICES, LLC | → 0 | 30.638.299 $ | +30.638.299 $ | 1 | |||||||||||||||
| SCHWAB STRATEGIC TR | → 0 | 19.191.945 $ | +18.921.161 $ | +6.987,5 % | 1 | 18.608.621 $ | +17.637.770 $ | +1.816,7 % | 1 | 27.083.451 $ | +26.812.773 $ | +9.905,8 % | 1 | 28.003.267 $ | -14.866.711 $ | -34,7 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 26.679.294 $ | +2.342.164 $ | +9,6 % | 1 | 24.337.130 $ | +189.824 $ | +0,8 % | 1 | 24.147.306 $ | +1.491.328 $ | +6,6 % | 1 | 22.655.978 $ | +5.105.108 $ | +29,1 % | 1 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | → 0 | 20.171.399 $ | +3.007.577 $ | +17,5 % | 1 | 17.163.822 $ | +217.608 $ | +1,3 % | 1 | 16.946.214 $ | +1.556.763 $ | +10,1 % | 1 | 15.389.451 $ | +2.021.251 $ | +15,1 % | 1 | ||
| Ancora Advisors LLC | → 0 | 17.975.840 $ | +5.233.007 $ | +41,1 % | 1 | 12.742.833 $ | +12.529.932 $ | +5.885,3 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Stark | 7.307.703 $ | +797.049 $ | +12,2 % | 1 | 6.510.654 $ | -627.320 $ | -8,8 % | 1 | 7.137.974 $ | +480.459 $ | +7,2 % | 1 | 6.657.515 $ | +1.220.299 $ | +22,4 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 5.867.399 $ | -925.262 $ | -13,6 % | 1 | 6.792.661 $ | +357.718 $ | +5,6 % | 1 | ||||||||||
| 163.722.403 $ | +70.560.107 $ | +1.183,0 % | 7 | 111.500.133 $ | +28.974.463 $ | +1.282,1 % | 6 | 114.292.768 $ | +29.856.778 $ | +1.652,9 % | 6 | 112.168.579 $ | -832.079 $ | +9,5 % | 6 | ||||