| 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 | ||||
| 368.616.860 $ | +157.946.502 $ | +386,9 % | 9 | 311.928.435 $ | +151.753.720 $ | +777,4 % | 9 | 233.735.568 $ | +30.314.219 $ | +2.518,0 % | 7 | ||||
| SPDR SERIES TRUST | → 0 | 77.236.680 $ | +73.384.560 $ | +1.905,0 % | 1 | 64.915.281 $ | +62.595.176 $ | +2.697,9 % | 1 | 60.515.487 $ | +59.982.509 $ | +11.254,2 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 55.219.002 $ | +51.708.914 $ | +1.473,2 % | 1 | 43.705.004 $ | +42.627.837 $ | +3.957,4 % | 1 | 38.216.936 $ | +37.577.103 $ | +5.873,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 52.619.139 $ | +11.680.133 $ | +28,5 % | 1 | 40.939.006 $ | +7.873.801 $ | +23,8 % | 1 | 33.065.205 $ | -68.469.307 $ | -67,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 38.075.927 $ | +4.371.701 $ | +13,0 % | 1 | 33.704.226 $ | +14.934.725 $ | +79,6 % | 1 | ||||
| iSHARES TRUST | → 0 | 35.500.523 $ | +5.830.597 $ | +19,7 % | 1 | 29.669.926 $ | -99.855 $ | -0,3 % | 1 | 29.769.781 $ | -29.837.209 $ | -50,1 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 33.428.544 $ | +4.682.730 $ | +16,3 % | 1 | 28.745.814 $ | +1.598.837 $ | +5,9 % | 1 | 27.146.977 $ | +7.540.482 $ | +38,5 % | 1 |
| MAI Capital Management | → 0 | 26.930.048 $ | +3.146.501 $ | +13,2 % | 1 | 23.783.547 $ | +15.532.739 $ | +188,3 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 26.247.871 $ | +2.108.831 $ | +8,7 % | 1 | 24.139.040 $ | -174.222 $ | -0,7 % | 1 | 24.313.262 $ | +6.021.951 $ | +32,9 % | 1 |
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 23.359.126 $ | +1.032.535 $ | +4,6 % | 1 | 22.326.591 $ | +6.864.682 $ | +44,4 % | 1 | ||||||
| ISHARES TR | → 0 | 20.707.920 $ | +17.498.690 $ | +545,3 % | 1 | ||||||||||
| 368.616.860 $ | +157.946.502 $ | +386,9 % | 9 | 311.928.435 $ | +151.753.720 $ | +777,4 % | 9 | 233.735.568 $ | +30.314.219 $ | +2.518,0 % | 7 | ||||