| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 43.697.465 $ | -273.109 $ | +0,1 % | 13 | 42.501.352 $ | +42.501.352 $ | 12 | |||||
| Capital Group Dividend Value ETF | → 0 | 6.118.428 $ | +50.484 $ | +0,8 % | 1 | 6.067.944 $ | +6.067.944 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 4.542.527 $ | -147.719 $ | -3,1 % | 1 | 4.690.246 $ | +4.690.246 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 4.456.938 $ | -119.717 $ | -2,6 % | 1 | 4.576.655 $ | +4.576.655 $ | 1 | |
| TRUIST FINANCIAL CORP | TFC | → 0 | Neutral | 4.109.687 $ | -213.776 $ | -4,9 % | 1 | 4.323.463 $ | +4.323.463 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 4.298.060 $ | +106.917 $ | +2,6 % | 1 | 4.191.143 $ | +4.191.143 $ | 1 | |
| Ancora Advisors LLC | → 0 | 3.884.854 $ | -200.103 $ | -4,9 % | 1 | 4.084.957 $ | +4.084.957 $ | 1 | |||
| Wealth Advisory Solutions, LLC | → 0 | 3.860.009 $ | +710.618 $ | +22,6 % | 1 | 3.149.391 $ | +3.149.391 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.697.355 $ | +344.222 $ | +14,6 % | 1 | 2.353.133 $ | +2.353.133 $ | 1 | |
| Tesla, Inc. | TSLA | → 0 | Neutral | 2.098.729 $ | -417.079 $ | -16,6 % | 1 | 2.515.808 $ | +2.515.808 $ | 1 | |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.011.135 $ | -427.618 $ | -17,5 % | 1 | 2.438.753 $ | +2.438.753 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 1.952.532 $ | -334.209 $ | -14,6 % | 1 | 2.286.741 $ | +2.286.741 $ | 1 | |
| AMAZON COM INC | AMZN | → 0 | Neutral | 1.879.189 $ | +56.071 $ | +3,1 % | 1 | 1.823.118 $ | +1.823.118 $ | 1 | |
| MAI Capital Management | → 0 | 1.788.022 $ | +318.800 $ | +21,7 % | 1 | ||||||
| 43.697.465 $ | -273.109 $ | +0,1 % | 13 | 42.501.352 $ | +42.501.352 $ | 12 | |||||