| 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 | ||||
| 1.399.545.401 $ | +182.248.358 $ | +1.498,6 % | 6 | 1.239.877.355 $ | +1.202.848.585 $ | +743,4 % | 8 | 56.453.737 $ | +16.603.124 $ | +284,8 % | 5 | 45.607.916 $ | +14.001.943 $ | +188,1 % | 6 | ||||
| Merchants Bancorp | MBIN | → 0 | Stark | 1.340.431.250 $ | +161.809.398 $ | +13,7 % | 1 | 1.178.621.852 $ | +1.178.621.852 $ | 1 | |||||||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 22.797.828 $ | -1.545.946 $ | -6,4 % | 1 | 24.343.774 $ | -3.836.412 $ | -13,6 % | 1 | 28.180.186 $ | +11.907.537 $ | +73,2 % | 1 | 16.272.649 $ | +35.866 $ | +0,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 15.016.786 $ | +14.803.133 $ | +6.928,6 % | 1 | 13.048.154 $ | +12.264.325 $ | +1.564,7 % | 1 | 13.645.752 $ | +12.730.018 $ | +1.390,1 % | 1 | 13.618.224 $ | +9.677.144 $ | +245,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 7.446.591 $ | +475.993 $ | +6,8 % | 1 | 6.970.598 $ | -465.191 $ | -6,3 % | 1 | 7.435.789 $ | +977.080 $ | +15,1 % | 1 | 6.458.709 $ | +1.121.136 $ | +21,0 % | 1 |
| VANGUARD MUN BD FDS | → 0 | 7.388.883 $ | +7.045.847 $ | +2.054,0 % | 1 | 5.181.619 $ | +4.782.790 $ | +1.199,2 % | 1 | 4.272.677 $ | -9.373.075 $ | -68,7 % | 1 | 3.941.080 $ | +3.535.358 $ | +871,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 6.464.063 $ | -340.067 $ | -5,0 % | 1 | 6.804.130 $ | +6.804.130 $ | 1 | |||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.919.333 $ | +361.564 $ | +14,1 % | 1 | 2.557.769 $ | +149.606 $ | +6,2 % | 1 | ||||||||
| BROWN & BROWN, INC. | BRO | → 0 | Neutral | 2.759.485 $ | -517.167 $ | -15,8 % | 1 | ||||||||||||
| VANGUARD GROUP INC | → 0 | 2.468.993 $ | +2.238.856 $ | +972,8 % | 1 | ||||||||||||||
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 2.438.235 $ | +2.438.235 $ | 1 | |||||||||||||
| 1.399.545.401 $ | +182.248.358 $ | +1.498,6 % | 6 | 1.239.877.355 $ | +1.202.848.585 $ | +743,4 % | 8 | 56.453.737 $ | +16.603.124 $ | +284,8 % | 5 | 45.607.916 $ | +14.001.943 $ | +188,1 % | 6 | ||||