| 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 | ||||
| 88.070.083 $ | +10.507.628 $ | +531,4 % | 6 | 108.198.107 $ | +8.965.130 $ | +372,9 % | 10 | 101.229.115 $ | +6.337.038 $ | +12,7 % | 9 | ||||
| CCM INVESTMENT ADVISERS LLC | → 0 | 38.450.815 $ | +3.211.503 $ | +9,1 % | 1 | 35.239.312 $ | -1.806.933 $ | -4,9 % | 1 | 37.046.245 $ | -359.056 $ | -1,0 % | 1 | ||
| 1776 Wealth LLC | → 0 | 13.910.213 $ | +2.403.085 $ | +20,9 % | 1 | 11.507.128 $ | +2.320.197 $ | +25,3 % | 1 | 9.186.931 $ | +1.099.922 $ | +13,6 % | 1 | ||
| Redwood Wealth Management Group, LLC | → 0 | 9.898.713 $ | -699.318 $ | -6,6 % | 1 | 10.598.031 $ | -1.176.865 $ | -10,0 % | 1 | 11.774.896 $ | -640.491 $ | -5,2 % | 1 | ||
| iSHARES TRUST | → 0 | 9.359.199 $ | -766.739 $ | -7,6 % | 1 | 10.125.938 $ | +223.427 $ | +2,3 % | 1 | 9.902.511 $ | +1.296.546 $ | +15,1 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.049.082 $ | -817.365 $ | -8,3 % | 1 | 9.866.447 $ | +2.042.019 $ | +26,1 % | 1 | 7.824.428 $ | +2.021.694 $ | +34,8 % | 1 |
| ISHARES TR | → 0 | 7.402.061 $ | +7.176.462 $ | +3.181,1 % | 1 | 7.658.841 $ | +7.456.821 $ | +3.691,1 % | 1 | 7.667.348 $ | +590.696 $ | +8,3 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Stark | 5.848.227 $ | -474.237 $ | -7,5 % | 1 | 6.322.464 $ | +245.645 $ | +4,0 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Stark | 5.983.384 $ | +3.996 $ | +0,1 % | 1 | 5.979.388 $ | +942.947 $ | +18,7 % | 1 | ||||
| KELLY LAWRENCE W & ASSOCIATES INC/CA | → 0 | 5.702.569 $ | +177.665 $ | +3,2 % | 1 | 5.524.904 $ | +1.139.135 $ | +26,0 % | 1 | ||||||
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 5.668.230 $ | +199.040 $ | +3,6 % | 1 | ||||||||
| 88.070.083 $ | +10.507.628 $ | +531,4 % | 6 | 108.198.107 $ | +8.965.130 $ | +372,9 % | 10 | 101.229.115 $ | +6.337.038 $ | +12,7 % | 9 | ||||