| 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 | ||||
| 214.357.143 $ | +44.881.617 $ | +488,3 % | 9 | 169.508.236 $ | -255.466 $ | +11,7 % | 7 | 199.088.111 $ | +69.011.279 $ | +1.340,0 % | 9 | ||||
| Walmart Inc. | WMT | → 0 | Neutral | 99.748.442 $ | +7.461.414 $ | +8,1 % | 1 | 92.287.028 $ | +6.033.261 $ | +7,0 % | 1 | 86.253.767 $ | -9.305.669 $ | -9,7 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 48.165.334 $ | +17.020.345 $ | +54,6 % | 1 | 31.144.989 $ | -11.770.698 $ | -27,4 % | 1 | 42.915.687 $ | +42.091.716 $ | +5.108,4 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 15.623.458 $ | +721.252 $ | +4,8 % | 1 | ||||||||||
| NVIDIA CORP | NVDA | → 0 | Stark | 10.970.754 $ | -1.022.899 $ | -8,5 % | 1 | 11.993.653 $ | -621.803 $ | -4,9 % | 1 | 12.615.456 $ | +3.988.497 $ | +46,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 12.355.578 $ | +12.067.410 $ | +4.187,6 % | 1 | 10.719.751 $ | +5.070.552 $ | +89,8 % | 1 | 10.249.278 $ | +10.006.482 $ | +4.121,4 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 10.545.742 $ | +2.505.820 $ | +31,2 % | 1 | 8.039.922 $ | +8.039.922 $ | 1 | |||||||
| Ancora Advisors LLC | → 0 | 9.603.822 $ | +1.922.438 $ | +25,0 % | 1 | 7.681.384 $ | +340.382 $ | +4,6 % | 1 | 7.341.002 $ | +3.254.936 $ | +79,7 % | 1 | ||
| iSHARES TRUST | → 0 | 7.863.076 $ | -642.708 $ | -7,6 % | 1 | 8.505.784 $ | +8.505.784 $ | 1 | |||||||
| PROSHARES TRUST | → 0 | 8.172.854 $ | +354.499 $ | +4,5 % | 1 | 7.818.355 $ | +1.335.548 $ | +20,6 % | 1 | ||||||
| EXXON MOBIL CORP | XOM | → 0 | Neutral | 7.712.367 $ | +2.006.839 $ | +35,2 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Stark | 7.543.757 $ | +1.708.359 $ | +29,3 % | 1 | ||||||||
| C. H. ROBINSON WORLDWIDE, INC. | CHRW | → 0 | Neutral | 7.082.250 $ | +2.565.751 $ | +56,8 % | 1 | ||||||||
| 214.357.143 $ | +44.881.617 $ | +488,3 % | 9 | 169.508.236 $ | -255.466 $ | +11,7 % | 7 | 199.088.111 $ | +69.011.279 $ | +1.340,0 % | 9 | ||||