| Aktie | Ticker | Breite | GCS | 2026/Q3 | 2026/Q2 | 2026/Q1 | 2025/Q4 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| Gesamt | 120.706.893 $ | +36.524.489 $ | +1.384,5 % | 4 | 83.036.321 $ | -1.509.937 $ | -1,4 % | 3 | 84.546.258 $ | +104.328 $ | +21,9 % | 2 | 182.525.401 $ | +38.374.559 $ | +740,4 % | 5 | |||
| WELLS FARGO & CO | → 0 | 59.918.138 $ | +58.772.055 $ | +5.128,1 % | 1 | 69.142.288 $ | -2.089.233 $ | -2,9 % | 1 | 71.231.521 $ | -4.303.743 $ | -5,7 % | 1 | 75.535.264 $ | -4.218.075 $ | -5,3 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 58.134.821 $ | +44.793.862 $ | +335,8 % | 1 | 13.340.959 $ | +26.222 $ | +0,2 % | 1 | 13.314.737 $ | +4.408.071 $ | +49,5 % | 1 | 8.906.666 $ | +8.427.644 $ | +1.759,3 % | 1 | ||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Stark | 57.401.494 $ | -3.457.598 $ | -5,7 % | 1 | ||||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 40.181.207 $ | +37.121.818 $ | +1.213,4 % | 1 | ||||||||||||||
| iSHARES TRUST | → 0 | 1.507.851 $ | +954.777 $ | +172,6 % | 1 | 553.074 $ | +553.074 $ | 1 | |||||||||||
| ISHARES TR | → 0 | 1.146.083 $ | -67.996.205 $ | -98,3 % | 1 | ||||||||||||||
| FIRST TRUST EXCHANGE-TRADED FUND III | → 0 | 500.770 $ | +500.770 $ | 1 | |||||||||||||||
| Gesamt | 120.706.893 $ | +36.524.489 $ | +1.384,5 % | 4 | 83.036.321 $ | -1.509.937 $ | -1,4 % | 3 | 84.546.258 $ | +104.328 $ | +21,9 % | 2 | 182.525.401 $ | +38.374.559 $ | +740,4 % | 5 | |||