| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 72.183.549 $ | +4.073.860 $ | +13,4 % | 7 | 69.330.223 $ | +4.622.024 $ | +6,0 % | 8 | 64.080.067 $ | +7.746.586 $ | +10,8 % | 4 | 60.292.612 $ | +8.077.053 $ | +3,9 % | 6 | ||||
| BBR PARTNERS, LLC | → 0 | 46.110.406 $ | +3.378.099 $ | +7,9 % | 1 | 42.732.307 $ | +1.235.346 $ | +3,0 % | 1 | 41.496.961 $ | +5.473.309 $ | +15,2 % | 1 | 36.023.652 $ | +2.920.378 $ | +8,8 % | 1 | ||
| iSHARES TRUST | → 0 | 15.575.426 $ | +260.577 $ | +1,7 % | 1 | 15.314.849 $ | +342.892 $ | +2,3 % | 1 | 14.971.957 $ | +1.796.370 $ | +13,6 % | 1 | 13.175.587 $ | +568.771 $ | +4,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 7.251.743 $ | +337.399 $ | +4,9 % | 1 | 6.914.344 $ | +96.952 $ | +1,4 % | 1 | 6.817.392 $ | +420.217 $ | +6,6 % | 1 | 6.397.175 $ | -108.294 $ | -1,7 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 2.771.816 $ | +2.771.816 $ | 1 | |||||||||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 1.068.005 $ | -327.323 $ | -23,5 % | 1 | 1.395.328 $ | +1.395.328 $ | 1 | |||||||||
| INVESCO EXCH TRADED FD TR II | → 0 | 1.187.315 $ | +1.187.315 $ | 1 | |||||||||||||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 813.555 $ | +297.087 $ | +57,5 % | 1 | ||||||||||||
| MAI Capital Management | → 0 | 680.390 $ | -131.575 $ | -16,2 % | 1 | 811.965 $ | +18.208 $ | +2,3 % | 1 | 793.757 $ | +56.690 $ | +7,7 % | 1 | 737.067 $ | +737.067 $ | 1 | |||
| COMMERCIAL METALS Co | CMC | → 0 | Neutral | 759.067 $ | +130.935 $ | +20,8 % | 1 | ||||||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 711.007 $ | +711.007 $ | 1 | |||||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 691.356 $ | +691.356 $ | 1 | |||||||||||||
| CONOCOPHILLIPS | COP | → 0 | Neutral | 684.024 $ | +259.596 $ | +61,2 % | 1 | ||||||||||||
| 72.183.549 $ | +4.073.860 $ | +13,4 % | 7 | 69.330.223 $ | +4.622.024 $ | +6,0 % | 8 | 64.080.067 $ | +7.746.586 $ | +10,8 % | 4 | 60.292.612 $ | +8.077.053 $ | +3,9 % | 6 | ||||