| 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 | ||||
| 1.071.388.910 $ | +101.077.027 $ | +10.134,6 % | 7 | 1.234.764.651 $ | +332.171.360 $ | +1.447,7 % | 9 | 1.042.085.746 $ | +61.113.253 $ | +4.547,9 % | 9 | ||||
| ELI LILLY & Co | LLY | → 0 | Neutral | 497.059.392 $ | -86.348.964 $ | -14,8 % | 1 | 583.408.356 $ | +167.960.930 $ | +40,4 % | 1 | 415.447.426 $ | -19.264.516 $ | -4,4 % | 1 |
| iSHARES TRUST | → 0 | 223.236.490 $ | +590.132 $ | +0,3 % | 1 | 222.646.358 $ | +14.364.600 $ | +6,9 % | 1 | 208.281.758 $ | +13.804.555 $ | +7,1 % | 1 | ||
| ISHARES TR | → 0 | 147.639.608 $ | +147.385.916 $ | +58.096,4 % | 1 | 142.250.693 $ | +97.433.221 $ | +217,4 % | 1 | 140.614.180 $ | +140.271.530 $ | +40.937,3 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 75.146.647 $ | -4.829.150 $ | -6,0 % | 1 | 79.975.797 $ | +2.090.811 $ | +2,7 % | 1 | 77.884.986 $ | +7.049.051 $ | +10,0 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 45.403.879 $ | +45.053.770 $ | +12.868,5 % | 1 | 44.817.472 $ | +44.468.574 $ | +12.745,4 % | 1 | 44.044.645 $ | -96.569.535 $ | -68,7 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 40.658.748 $ | -2.371.157 $ | -5,5 % | 1 | 43.029.905 $ | +1.565.317 $ | +3,8 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 41.103.178 $ | -1.243.201 $ | -2,9 % | 1 | 42.346.379 $ | +4.761.125 $ | +12,7 % | 1 | 37.585.254 $ | +7.288.576 $ | +24,1 % | 1 |
| Ancora Advisors LLC | → 0 | 41.799.716 $ | +468.524 $ | +1,1 % | 1 | 41.331.192 $ | +1.699.387 $ | +4,3 % | 1 | 39.631.805 $ | +1.377.187 $ | +3,6 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 37.329.656 $ | +1.763.869 $ | +5,0 % | 1 | 35.565.787 $ | +5.591.088 $ | +18,7 % | 1 | ||||
| 1.071.388.910 $ | +101.077.027 $ | +10.134,6 % | 7 | 1.234.764.651 $ | +332.171.360 $ | +1.447,7 % | 9 | 1.042.085.746 $ | +61.113.253 $ | +4.547,9 % | 9 | ||||