| 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 | ||||
| 207.928.006 $ | +7.105.696 $ | +68,2 % | 9 | 220.786.305 $ | +47.632.697 $ | +186,5 % | 9 | 171.187.832 $ | +36.478.593 $ | +518,9 % | 7 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 32.904.751 $ | -3.370.761 $ | -9,3 % | 1 | 36.275.512 $ | +9.669.196 $ | +36,3 % | 1 | 26.606.316 $ | +7.359.018 $ | +38,2 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 33.550.521 $ | -2.621.268 $ | -7,2 % | 1 | 36.171.789 $ | +3.733.709 $ | +11,5 % | 1 | 32.438.080 $ | +6.308.449 $ | +24,1 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 26.234.249 $ | -8.015.145 $ | -23,4 % | 1 | 34.249.394 $ | -1.369.930 $ | -3,8 % | 1 | 35.619.324 $ | +1.357.319 $ | +4,0 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 18.775.645 $ | -1.840.958 $ | -8,9 % | 1 | 20.616.603 $ | +342.655 $ | +1,7 % | 1 | 20.273.948 $ | +1.639.982 $ | +8,8 % | 1 |
| iSHARES TRUST | → 0 | 20.409.237 $ | -168.292 $ | -0,8 % | 1 | 20.577.529 $ | +2.076.850 $ | +11,2 % | 1 | 18.500.679 $ | +1.230.992 $ | +7,1 % | 1 | ||
| ISHARES | → 0 | 19.756.281 $ | +17.004.956 $ | +618,1 % | 1 | 19.274.639 $ | +17.692.485 $ | +1.118,3 % | 1 | 18.369.000 $ | +17.865.240 $ | +3.546,4 % | 1 | ||
| Walmart Inc. | WMT | → 0 | Sehr stark | 19.703.686 $ | +1.857.843 $ | +10,4 % | 1 | 17.845.843 $ | +1.873.223 $ | +11,7 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 18.438.414 $ | -886.752 $ | -4,6 % | 1 | 19.325.166 $ | -55.319 $ | -0,3 % | 1 | 19.380.485 $ | +717.593 $ | +3,8 % | 1 |
| EXXON MOBIL CORP | XOM | → 0 | Stark | 18.155.222 $ | +5.146.073 $ | +39,6 % | 1 | ||||||||
| VANGUARD | → 0 | 16.449.830 $ | +13.669.828 $ | +491,7 % | 1 | ||||||||||
| 207.928.006 $ | +7.105.696 $ | +68,2 % | 9 | 220.786.305 $ | +47.632.697 $ | +186,5 % | 9 | 171.187.832 $ | +36.478.593 $ | +518,9 % | 7 | ||||