| 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 | ||||
| 2.149.207.732 $ | +706.484.439 $ | +4.512,8 % | 10 | 1.348.283.686 $ | -814.313.645 $ | -15,0 % | 6 | 2.711.602.007 $ | +550.850.884 $ | +12.550,2 % | 9 | ||||
| WisdomTree, Inc. | WT | → 0 | Stark | 500.513.335 $ | +67.600.303 $ | +15,6 % | 1 | 432.913.032 $ | -672.254.456 $ | -60,8 % | 1 | 1.105.167.488 $ | -40.965.100 $ | -3,6 % | 1 |
| ISHARES TR | → 0 | 156.086.900 $ | +153.626.651 $ | +6.244,4 % | 1 | 149.270.302 $ | -169.175.440 $ | -53,1 % | 1 | 318.445.742 $ | +318.114.611 $ | +96.069,1 % | 1 | ||
| Broadcom Inc. | AVGO | → 0 | Neutral | 237.894.578 $ | -13.812.375 $ | -5,5 % | 1 | 251.706.953 $ | +3.298.310 $ | +1,3 % | 1 | 248.408.643 $ | +47.855.076 $ | +23,9 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 248.707.841 $ | +85.884.259 $ | +52,7 % | 1 | 162.823.582 $ | +30.128.461 $ | +22,7 % | 1 | ||||
| iSHARES TRUST | → 0 | 229.964.385 $ | +36.785.528 $ | +19,0 % | 1 | 193.178.857 $ | -20.384.731 $ | -9,5 % | 1 | 213.563.588 $ | -2.626.804 $ | -1,2 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 218.171.625 $ | -9.431.485 $ | -4,1 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 181.075.948 $ | +22.684.988 $ | +14,3 % | 1 | 158.390.960 $ | +14.074.211 $ | +9,8 % | 1 | 144.316.749 $ | +39.678.153 $ | +37,9 % | 1 |
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 139.130.653 $ | +10.708.757 $ | +8,3 % | 1 | 168.669.104 $ | +26.246.293 $ | +18,4 % | 1 | ||||||
| VANGUARD TAX-MANAGED FDS | → 0 | 162.747.349 $ | +162.264.096 $ | +33.577,5 % | 1 | 157.461.702 $ | +156.529.882 $ | +16.798,3 % | 1 | ||||||
| Ollie's Bargain Outlet Holdings, Inc. | OLLI | → 0 | Neutral | 147.461.886 $ | +144.663.104 $ | +5.168,8 % | 1 | ||||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 145.624.857 $ | +36.079.128 $ | +32,9 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 137.397.366 $ | +15.450.258 $ | +12,7 % | 1 | ||||||||
| 2.149.207.732 $ | +706.484.439 $ | +4.512,8 % | 10 | 1.348.283.686 $ | -814.313.645 $ | -15,0 % | 6 | 2.711.602.007 $ | +550.850.884 $ | +12.550,2 % | 9 | ||||