| 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 | ||||
| 3.713.800.153 $ | +769.783.238 $ | +4.374,6 % | 9 | 3.392.263.833 $ | +831.543.712 $ | +68,0 % | 8 | 2.721.059.136 $ | +1.084.738.290 $ | +9.628,6 % | 8 | ||||
| iSHARES TRUST | → 0 | 944.502.627 $ | +141.750.355 $ | +17,7 % | 1 | 802.752.272 $ | +405.355.405 $ | +102,0 % | 1 | 397.396.867 $ | +134.126.866 $ | +50,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 736.479.707 $ | +27.444.680 $ | +3,9 % | 1 | 709.035.027 $ | +51.866.621 $ | +7,9 % | 1 | 657.168.406 $ | +89.260.054 $ | +15,7 % | 1 | ||
| Ancora Advisors LLC | → 0 | 541.339.883 $ | +33.294.825 $ | +6,6 % | 1 | 508.045.058 $ | +51.360.774 $ | +11,2 % | 1 | 456.684.284 $ | +67.951.996 $ | +17,5 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 354.737.645 $ | +6.018.789 $ | +1,7 % | 1 | 348.718.856 $ | +69.841.064 $ | +25,0 % | 1 | 278.877.792 $ | +36.274.035 $ | +15,0 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 318.751.555 $ | +289.188.814 $ | +978,2 % | 1 | 305.593.014 $ | +242.739.586 $ | +386,2 % | 1 | 289.681.332 $ | +278.890.452 $ | +2.584,5 % | 1 | ||
| ISHARES TR | → 0 | 264.400.022 $ | +263.712.401 $ | +38.351,4 % | 1 | 285.322.734 $ | -20.270.280 $ | -6,6 % | 1 | 239.104.125 $ | +238.776.206 $ | +72.815,6 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 225.007.110 $ | -5.677.364 $ | -2,5 % | 1 | 230.684.474 $ | +47.660.202 $ | +26,0 % | 1 | 183.024.272 $ | +171.471.506 $ | +1.484,2 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 197.705.645 $ | -4.406.753 $ | -2,2 % | 1 | 202.112.398 $ | -17.009.660 $ | -7,8 % | 1 | 219.122.058 $ | +67.987.175 $ | +45,0 % | 1 |
| CIBC Private Wealth Group LLC | → 0 | 130.875.959 $ | +18.457.491 $ | +16,4 % | 1 | ||||||||||
| 3.713.800.153 $ | +769.783.238 $ | +4.374,6 % | 9 | 3.392.263.833 $ | +831.543.712 $ | +68,0 % | 8 | 2.721.059.136 $ | +1.084.738.290 $ | +9.628,6 % | 8 | ||||