| 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 | ||||
| 763.887.801 $ | +20.287.246 $ | +1.489,5 % | 9 | 791.313.575 $ | +87.753.236 $ | +1.368,7 % | 8 | 752.251.461 $ | +123.001.330 $ | +301,6 % | 8 | ||||
| iSHARES TRUST | → 0 | 259.774.801 $ | +13.541.892 $ | +5,5 % | 1 | 246.232.909 $ | +8.739.203 $ | +3,7 % | 1 | 237.493.706 $ | +22.319.605 $ | +10,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 237.947.593 $ | +39.974.614 $ | +20,2 % | 1 | 197.972.979 $ | +10.432.005 $ | +5,6 % | 1 | 187.540.974 $ | +12.432.601 $ | +7,1 % | 1 | ||
| Ancora Advisors LLC | → 0 | 39.605.278 $ | -61.200.996 $ | -60,7 % | 1 | 100.806.274 $ | +4.093.777 $ | +4,2 % | 1 | 96.712.497 $ | +8.171.714 $ | +9,2 % | 1 | ||
| MONEY CONCEPTS CAPITAL CORP | → 0 | 38.656.671 $ | -39.919.336 $ | -50,8 % | 1 | 78.576.007 $ | -60.249 $ | -0,1 % | 1 | 78.636.256 $ | +10.864.404 $ | +16,0 % | 1 | ||
| ISHARES TR | → 0 | 56.268.091 $ | +55.852.562 $ | +13.441,3 % | 1 | 53.721.342 $ | +53.233.075 $ | +10.902,5 % | 1 | 55.244.659 $ | +52.944.390 $ | +2.301,7 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 42.514.905 $ | +8.987.792 $ | +26,8 % | 1 | |||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 36.344.444 $ | -2.235.916 $ | -5,8 % | 1 | 38.580.360 $ | +1.409.831 $ | +3,8 % | 1 | 37.170.529 $ | +14.123.757 $ | +61,3 % | 1 |
| MAI Capital Management | → 0 | 35.453.782 $ | +2.544.983 $ | +7,7 % | 1 | 32.908.799 $ | +917.802 $ | +2,9 % | 1 | 31.990.997 $ | +2.931.010 $ | +10,1 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 32.963.478 $ | +7.614.788 $ | +30,0 % | 1 | 27.461.843 $ | -786.151 $ | -2,8 % | 1 | ||||||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 26.873.663 $ | +4.114.655 $ | +18,1 % | 1 | ||||||||||
| 763.887.801 $ | +20.287.246 $ | +1.489,5 % | 9 | 791.313.575 $ | +87.753.236 $ | +1.368,7 % | 8 | 752.251.461 $ | +123.001.330 $ | +301,6 % | 8 | ||||