| 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 | ||||
| 1.147.211.516 $ | +495.551.781 $ | +599.004,9 % | 10 | 830.691.762 $ | +247.324.462 $ | +899.686,0 % | 7 | 819.486.553 $ | +251.727.645 $ | +405.615,2 % | 8 | ||||
| iSHARES TRUST | → 0 | 390.744.389 $ | +47.000.745 $ | +13,7 % | 1 | 343.743.644 $ | +18.339.340 $ | +5,6 % | 1 | 325.404.304 $ | +18.145.065 $ | +5,9 % | 1 | ||
| ISHARES TR | → 0 | 180.810.684 $ | +159.813.088 $ | +761,1 % | 1 | 122.630.658 $ | +122.118.058 $ | +23.823,3 % | 1 | 115.675.381 $ | +115.671.667 $ | +3.114.476,8 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 151.201.189 $ | +151.198.607 $ | +5.855.871,7 % | 1 | 102.141.847 $ | +102.140.219 $ | +6.273.969,2 % | 1 | 90.478.089 $ | +90.408.758 $ | +130.401,6 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 113.270.463 $ | +8.994.765 $ | +8,6 % | 1 | 104.275.698 $ | +3.979.066 $ | +4,0 % | 1 | 100.296.632 $ | +21.643.560 $ | +27,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 97.390.932 $ | +15.347.046 $ | +18,7 % | 1 | 82.043.886 $ | +1.352.788 $ | +1,7 % | 1 | 80.691.098 $ | +4.677.654 $ | +6,2 % | 1 | ||
| MAI Capital Management | → 0 | 83.808.611 $ | +83.600.668 $ | +40.203,6 % | 1 | ||||||||||
| TRUIST FINANCIAL CORP | TFC | → 0 | Stark | 40.256.882 $ | -703.311 $ | -1,7 % | 1 | 40.960.193 $ | -589.091 $ | -1,4 % | 1 | 41.549.284 $ | +5.464.113 $ | +15,1 % | 1 |
| BlackRock Fund Advisors | → 0 | 34.058.492 $ | -837.344 $ | -2,4 % | 1 | 34.895.836 $ | -15.918 $ | -0,0 % | 1 | 34.911.754 $ | -3.253.420 $ | -8,5 % | 1 | ||
| SONATA CAPITAL GROUP INC | → 0 | 30.480.011 $ | -1.029.752 $ | -3,3 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 28.001.004 $ | +3.498.315 $ | +14,3 % | 1 | ||||||||
| ABRDN ETFS | → 0 | 27.668.870 $ | +27.639.202 $ | +93.161,7 % | 1 | ||||||||||
| 1.147.211.516 $ | +495.551.781 $ | +599.004,9 % | 10 | 830.691.762 $ | +247.324.462 $ | +899.686,0 % | 7 | 819.486.553 $ | +251.727.645 $ | +405.615,2 % | 8 | ||||