| 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 | ||||
| 950.588.570 $ | +266.553.087 $ | +5.885,2 % | 9 | 868.380.748 $ | +281.265.074 $ | +5.050,2 % | 8 | 812.970.452 $ | +256.882.060 $ | +3.301,1 % | 8 | ||||
| COZAD ASSET MANAGEMENT INC | → 0 | 166.492.376 $ | +6.775.159 $ | +4,2 % | 1 | 159.717.217 $ | +15.838.670 $ | +11,0 % | 1 | 143.878.547 $ | +2.282.119 $ | +1,6 % | 1 | ||
| iSHARES TRUST | → 0 | 154.976.922 $ | +9.671.301 $ | +6,7 % | 1 | 145.305.621 $ | +8.114.486 $ | +5,9 % | 1 | 137.191.135 $ | +2.847.342 $ | +2,1 % | 1 | ||
| MAI Capital Management | → 0 | 122.630.358 $ | +1.070.570 $ | +0,9 % | 1 | 121.559.788 $ | +871.446 $ | +0,7 % | 1 | 120.688.342 $ | +18.699.982 $ | +18,3 % | 1 | ||
| ADVISORS MANAGEMENT GROUP INC /ADV | → 0 | 116.680.723 $ | +5.567.582 $ | +5,0 % | 1 | 111.113.141 $ | +5.679.836 $ | +5,4 % | 1 | 105.433.305 $ | +370.329 $ | +0,4 % | 1 | ||
| ISHARES TR | → 0 | 93.947.472 $ | +93.735.607 $ | +44.243,1 % | 1 | 96.551.909 $ | +94.347.605 $ | +4.280,2 % | 1 | 86.892.674 $ | +85.642.815 $ | +6.852,2 % | 1 | ||
| FIRST TR EXCHANGE-TRADED FD | → 0 | 80.407.507 $ | +78.893.173 $ | +5.209,8 % | 1 | 84.145.234 $ | +83.436.273 $ | +11.768,8 % | 1 | 77.860.575 $ | +77.282.599 $ | +13.371,2 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 76.025.456 $ | -4.230.095 $ | -5,3 % | 1 | 80.255.551 $ | +3.529.965 $ | +4,6 % | 1 | 76.725.586 $ | +6.484.826 $ | +9,2 % | 1 | |
| SCHWAB STRATEGIC TR | → 0 | 73.413.045 $ | +71.371.567 $ | +3.496,1 % | 1 | 69.732.287 $ | +69.446.793 $ | +24.325,1 % | 1 | 64.300.288 $ | +63.272.048 $ | +6.153,4 % | 1 | ||
| FIRST TRUST PORTFOLIOS LP | → 0 | 66.014.711 $ | +3.698.223 $ | +5,9 % | 1 | ||||||||||
| 950.588.570 $ | +266.553.087 $ | +5.885,2 % | 9 | 868.380.748 $ | +281.265.074 $ | +5.050,2 % | 8 | 812.970.452 $ | +256.882.060 $ | +3.301,1 % | 8 | ||||