| Aktie | Ticker | 2026/Q1 | 2025/Q4 | ||||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 56.058.627 $ | +1.441.874 $ | +11,2 % | 55.252.062 $ | +55.252.062 $ | |||
| BANK OF AMERICA CORP /DE/ | BAC | 49.862.583 $ | +162.406 $ | +0,3 % | 49.700.177 $ | +49.700.177 $ | |
| CFG Wealth Management Services, Inc. | 2.538.940 $ | +393.070 $ | +18,3 % | 2.145.870 $ | +2.145.870 $ | ||
| Kohmann Bosshard Financial Services, LLC | 1.263.880 $ | -34.374 $ | -2,6 % | 1.298.254 $ | +1.298.254 $ | ||
| MORGAN STANLEY | MS | 768.269 $ | +133.602 $ | +21,1 % | 634.667 $ | +634.667 $ | |
| Brooklyn Investment Group | 204.156 $ | +204.156 $ | |||||
| Main Street Group, LTD | 151.166 $ | -1.541 $ | -1,0 % | 152.707 $ | +152.707 $ | ||
| eCIO, Inc. | 147.264 $ | +97.258 $ | +194,5 % | 50.006 $ | +50.006 $ | ||
| StoneX Group Inc. | SNEX | 127.200 $ | +127.200 $ | ||||
| Coastwise Capital Group, LLC | 79.336 $ | -36.321 $ | -31,4 % | 115.657 $ | +115.657 $ | ||
| ATI INC | ATI | 104.731 $ | +22.104 $ | +26,8 % | 82.627 $ | +82.627 $ | |
| EnerSys | ENS | 100.758 $ | +15.643 $ | +18,4 % | 85.115 $ | +85.115 $ | |
| DXP ENTERPRISES INC | DXPE | 100.606 $ | +100.606 $ | ||||
| AppLovin Corp | APP | 89.550 $ | +89.550 $ | ||||
| Fox Corp | FOXA | 84.761 $ | +84.761 $ | ||||
| TENET HEALTHCARE CORP | THC | 80.202 $ | +10.650 $ | +15,3 % | 69.552 $ | +69.552 $ | |
| LEAR CORP | LEA | 79.074 $ | +79.074 $ | ||||
| Aptiv PLC | APTV | 76.176 $ | +14.163 $ | +22,8 % | 62.013 $ | +62.013 $ | |
| MICRON TECHNOLOGY INC | MU | 74.777 $ | +74.777 $ | ||||
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 74.441 $ | +74.441 $ | |||||
| NEW YORK TIMES CO | NYT | 70.919 $ | +70.919 $ | ||||
| AES CORP | AES | 70.266 $ | +70.266 $ | ||||
| MURPHY OIL CORP | MUR | 68.888 $ | +16.700 $ | +32,0 % | 52.188 $ | +52.188 $ | |
| CVS HEALTH Corp | CVS | 68.250 $ | +68.250 $ | ||||
| UNITED THERAPEUTICS Corp | UTHR | 67.007 $ | +67.007 $ | ||||
| JABIL INC | JBL | 60.829 $ | +60.829 $ | ||||
| BORGWARNER INC | BWA | 60.391 $ | +60.391 $ | ||||
| MATERION Corp | MTRN | 54.701 $ | +54.701 $ | ||||
| AMAZON COM INC | AMZN | 24.992 $ | -2.706 $ | -9,8 % | 27.698 $ | +27.698 $ | |
| STARBUCKS CORP | SBUX | 24.548 $ | +1.474 $ | +6,4 % | 23.074 $ | +23.074 $ | |
| Game Plan Financial Advisors, LLC | 15.018 $ | -5.008 $ | -25,0 % | 20.026 $ | +20.026 $ | ||
| CITIGROUP INC | C | 19.825 $ | -175 $ | -0,9 % | 20.000 $ | +20.000 $ | |
| APPFOLIO INC | APPF | 17.765 $ | -1.265 $ | -6,6 % | 19.030 $ | +19.030 $ | |
| Walmart Inc. | WMT | 18.642 $ | +1.930 $ | +11,5 % | 16.712 $ | +16.712 $ | |
| CINTAS CORP | CTAS | 12.178 $ | -1.363 $ | -10,1 % | 13.541 $ | +13.541 $ | |
| BERKSHIRE HATHAWAY INC | BRK-B | 11.980 $ | -586 $ | -4,7 % | 12.566 $ | +12.566 $ | |
| KROGER CO | KR | 5.427 $ | +741 $ | +15,8 % | 4.686 $ | +4.686 $ | |
| ISHARES GOLD TRUST | IAU | 4.408 $ | +349 $ | +8,6 % | 4.059 $ | +4.059 $ | |
| PAN AMERICAN SILVER CORP | PAAS | 3.442 $ | +178 $ | +5,5 % | 3.264 $ | +3.264 $ | |
| CARNIVAL CORP | CCL | 2.588 $ | -466 $ | -15,3 % | 3.054 $ | +3.054 $ | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1.972 $ | +1.972 $ | |||||
| ASTRAZENECA PLC | AZN | 1.839 $ | +1.839 $ | ||||
| Varex Imaging Corp | VREX | 191 $ | -19 $ | -9,0 % | 210 $ | +210 $ | |
| 56.058.627 $ | +1.441.874 $ | +11,2 % | 55.252.062 $ | +55.252.062 $ | |||