| 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 | ||||
| 888.096.077 $ | +128.235.575 $ | +1.952,7 % | 9 | 820.662.511 $ | +94.379.789 $ | +4.495,4 % | 8 | 804.894.899 $ | +143.416.334 $ | +403,0 % | 8 | ||||
| iSHARES TRUST | → 0 | 314.349.362 $ | -11.731.866 $ | -3,6 % | 1 | 326.081.228 $ | +1.863.552 $ | +0,6 % | 1 | 324.217.676 $ | +11.327.486 $ | +3,6 % | 1 | ||
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 140.384.443 $ | +479.589 $ | +0,3 % | 1 | 139.904.854 $ | +1.251.589 $ | +0,9 % | 1 | 138.653.265 $ | +7.272.959 $ | +5,5 % | 1 | |
| Arvest Bank Trust Division | → 0 | 94.864.193 $ | +1.140.031 $ | +1,2 % | 1 | 93.724.162 $ | -5.411.094 $ | -5,5 % | 1 | 99.135.256 $ | +4.237.428 $ | +4,5 % | 1 | ||
| VANGUARD TAX-MANAGED FDS | → 0 | 86.101.219 $ | +62.976.589 $ | +272,3 % | 1 | 74.306.565 $ | +74.100.205 $ | +35.908,2 % | 1 | 66.450.140 $ | +64.164.906 $ | +2.807,8 % | 1 | ||
| Walmart Inc. | WMT | → 0 | Sehr stark | 73.402.625 $ | +22.904.707 $ | +45,4 % | 1 | 50.497.918 $ | +9.999.668 $ | +24,7 % | 1 | 40.498.250 $ | +545.147 $ | +1,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 47.093.779 $ | -237.590 $ | -0,5 % | 1 | 47.331.369 $ | +5.304.434 $ | +12,6 % | 1 | 42.026.935 $ | +9.947.170 $ | +31,0 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 45.579.090 $ | -644.002 $ | -1,4 % | 1 | 46.223.092 $ | -981.834 $ | -2,1 % | 1 | 47.204.926 $ | +9.719.746 $ | +25,9 % | 1 |
| TORTOISE CAPITAL SERIES TRUS | → 0 | 45.145.550 $ | +44.885.115 $ | +17.234,7 % | 1 | 46.708.451 $ | +36.201.492 $ | +344,5 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 42.593.323 $ | +8.253.269 $ | +24,0 % | 1 | ||||||||
| Ancora Advisors LLC | → 0 | 41.175.816 $ | +8.463.002 $ | +25,9 % | 1 | ||||||||||
| 888.096.077 $ | +128.235.575 $ | +1.952,7 % | 9 | 820.662.511 $ | +94.379.789 $ | +4.495,4 % | 8 | 804.894.899 $ | +143.416.334 $ | +403,0 % | 8 | ||||