| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 943.060.558 $ | +227.193.858 $ | +1.399,7 % | 8 | 736.866.012 $ | +203.333.143 $ | +13.708,1 % | 6 | 671.315.181 $ | +130.211.173 $ | +118.816,7 % | 6 | 602.851.507 $ | +154.818.893 $ | +688.158,6 % | 5 | ||||
| ISHARES TR | → 0 | 208.364.443 $ | +206.510.823 $ | +11.140,9 % | 1 | 157.521.754 $ | +157.330.394 $ | +82.217,0 % | 1 | 137.973.672 $ | +137.954.321 $ | +712.905,4 % | 1 | 135.776.947 $ | +135.773.001 $ | +3.440.775,5 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 164.467.639 $ | -41.871.724 $ | -20,3 % | 1 | 206.339.363 $ | +39.627.915 $ | +23,8 % | 1 | 166.711.448 $ | +11.206.964 $ | +7,2 % | 1 | 155.504.484 $ | +4.760.481 $ | +3,2 % | 1 |
| EdgeRock Capital LLC | → 0 | 102.966.897 $ | +10.644.919 $ | +11,5 % | 1 | 92.321.978 $ | +2.158.304 $ | +2,4 % | 1 | 90.163.674 $ | -29.832.532 $ | -24,9 % | 1 | 119.996.206 $ | +5.250.830 $ | +4,6 % | 1 | ||
| Capital Group Dividend Value ETF | → 0 | 119.739.837 $ | +17.703.371 $ | +17,4 % | 1 | 102.036.466 $ | -1.807.948 $ | -1,7 % | 1 | 103.844.414 $ | +3.859.966 $ | +3,9 % | 1 | 99.984.448 $ | +5.687.053 $ | +6,0 % | 1 | ||
| Victory Portfolios II | → 0 | 101.794.218 $ | +4.882.363 $ | +5,0 % | 1 | 96.911.855 $ | +2.663.291 $ | +2,8 % | 1 | 94.248.564 $ | +2.659.142 $ | +2,9 % | 1 | 91.589.422 $ | +3.347.528 $ | +3,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 89.626.632 $ | +7.892.036 $ | +9,7 % | 1 | 81.734.596 $ | +3.361.187 $ | +4,3 % | 1 | 78.373.409 $ | +4.363.312 $ | +5,9 % | 1 | ||||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 81.274.939 $ | +17.665.177 $ | +27,8 % | 1 | ||||||||||||||
| SCHWAB STRATEGIC TRUST | → 0 | 74.825.953 $ | +3.766.893 $ | +5,3 % | 1 | ||||||||||||||
| 943.060.558 $ | +227.193.858 $ | +1.399,7 % | 8 | 736.866.012 $ | +203.333.143 $ | +13.708,1 % | 6 | 671.315.181 $ | +130.211.173 $ | +118.816,7 % | 6 | 602.851.507 $ | +154.818.893 $ | +688.158,6 % | 5 | ||||