| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 136.972.726 $ | +44.251.586 $ | +2.003,8 % | 14 | 107.751.143 $ | +87.527.541 $ | +9.927,8 % | 11 | ||||
| MAI Capital Management | → 0 | 35.727.484 $ | +7.530.406 $ | +26,7 % | 1 | 28.197.078 $ | +28.197.078 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 24.656.415 $ | +3.183.148 $ | +14,8 % | 1 | 21.473.267 $ | +21.473.267 $ | 1 | |||
| SCHWAB STRATEGIC TR | → 0 | 23.972.537 $ | +21.569.036 $ | +897,4 % | 1 | 20.123.131 $ | +20.022.660 $ | +19.928,8 % | 1 | ||
| VANGUARD SCOTTSDALE FUNDS | → 0 | 10.016.827 $ | +1.403.690 $ | +16,3 % | 1 | 8.613.137 $ | +8.613.137 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 6.299.956 $ | +886.885 $ | +16,4 % | 1 | 5.413.071 $ | +5.413.071 $ | 1 | |
| ISHARES TR | → 0 | 6.126.392 $ | +6.103.764 $ | +26.974,4 % | 1 | 5.404.864 $ | -14.718.267 $ | -73,1 % | 1 | ||
| iSHARES TRUST | → 0 | 5.703.544 $ | +712.353 $ | +14,3 % | 1 | 4.991.191 $ | +4.991.191 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Stark | 4.646.691 $ | +701.239 $ | +17,8 % | 1 | 3.945.452 $ | +3.945.452 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 4.423.079 $ | +1.014.254 $ | +29,8 % | 1 | 3.408.825 $ | +3.408.825 $ | 1 | |
| 1834 INVESTMENT ADVISORS CO | → 0 | 3.510.298 $ | +799.956 $ | +29,5 % | 1 | ||||||
| Ancora Advisors LLC | → 0 | 2.812.474 $ | -500.764 $ | -15,1 % | 1 | 3.313.238 $ | +3.313.238 $ | 1 | |||
| BlackRock Fund Advisors | → 0 | 3.145.765 $ | +277.876 $ | +9,7 % | 1 | 2.867.889 $ | +2.867.889 $ | 1 | |||
| AMAZON COM INC | AMZN | → 0 | Neutral | 3.055.519 $ | +484.842 $ | +18,9 % | 1 | ||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.875.745 $ | +84.901 $ | +3,0 % | 1 | ||||
| 136.972.726 $ | +44.251.586 $ | +2.003,8 % | 14 | 107.751.143 $ | +87.527.541 $ | +9.927,8 % | 11 | ||||