| 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 | ||||
| 281.638.733 $ | +15.241.597 $ | +148,1 % | 11 | 263.347.893 $ | +128.180.016 $ | +348,2 % | 10 | 104.482.065 $ | +32.773.808 $ | +350,8 % | 4 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 36.160.035 $ | -920.053 $ | -2,5 % | 1 | 37.080.088 $ | +27.382.489 $ | +282,4 % | 1 | ||||
| ISHARES TR | → 0 | 32.833.377 $ | +30.958.420 $ | +1.651,2 % | 1 | 31.659.091 $ | +29.734.004 $ | +1.544,6 % | 1 | 28.218.883 $ | +26.305.420 $ | +1.374,8 % | 1 | ||
| World Gold Trust | GLDM | → 0 | 25.910.840 $ | -6.217.536 $ | -19,4 % | 1 | 32.128.376 $ | +4.704.610 $ | +17,2 % | 1 | 27.423.766 $ | +1.416.122 $ | +5,4 % | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 30.477.805 $ | -1.628.930 $ | -5,1 % | 1 | 32.106.735 $ | +29.638.784 $ | +1.200,9 % | 1 | ||||
| MAI Capital Management | → 0 | 30.702.125 $ | +9.261.758 $ | +43,2 % | 1 | 21.440.367 $ | +13.118.107 $ | +157,6 % | 1 | ||||||
| WisdomTree, Inc. | WT | → 0 | Neutral | 20.831.448 $ | -6.857.102 $ | -24,8 % | 1 | 27.688.550 $ | +2.207.851 $ | +8,7 % | 1 | 25.480.699 $ | +2.460.322 $ | +10,7 % | 1 |
| iSHARES TRUST | → 0 | 21.623.621 $ | +139.998 $ | +0,7 % | 1 | 21.483.623 $ | -1.875.094 $ | -8,0 % | 1 | 23.358.717 $ | +2.591.944 $ | +12,5 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 23.014.763 $ | +3.813.451 $ | +19,9 % | 1 | 19.201.312 $ | +3.478.679 $ | +22,1 % | 1 | ||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 22.057.438 $ | +2.724.935 $ | +14,1 % | 1 | 19.332.503 $ | +5.209.099 $ | +36,9 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 21.408.514 $ | +181.266 $ | +0,9 % | 1 | 21.227.248 $ | +14.581.487 $ | +219,4 % | 1 | ||||
| CAPITOL SER TR | → 0 | 16.618.767 $ | -16.214.610 $ | -49,4 % | 1 | ||||||||||
| 281.638.733 $ | +15.241.597 $ | +148,1 % | 11 | 263.347.893 $ | +128.180.016 $ | +348,2 % | 10 | 104.482.065 $ | +32.773.808 $ | +350,8 % | 4 | ||||