| 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 | ||||
| 944.754.985 $ | +359.335.127 $ | +659,9 % | 9 | 900.412.484 $ | +338.726.732 $ | +10.507,8 % | 8 | 835.065.573 $ | +329.113.770 $ | +1.860,2 % | 8 | ||||
| ISHARES TR | → 0 | 166.667.508 $ | +156.525.475 $ | +1.543,3 % | 1 | 216.196.430 $ | +215.887.986 $ | +69.992,6 % | 1 | 179.411.143 $ | +170.893.146 $ | +2.006,3 % | 1 | ||
| iSHARES TRUST | → 0 | 143.843.739 $ | +23.158.507 $ | +19,2 % | 1 | 120.685.232 $ | -17.207.819 $ | -12,5 % | 1 | 137.893.051 $ | +3.718.250 $ | +2,8 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 131.073.596 $ | +11.047.860 $ | +9,2 % | 1 | 120.025.736 $ | +10.974.558 $ | +10,1 % | 1 | 109.051.178 $ | +26.333.557 $ | +31,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 102.867.910 $ | +6.929.800 $ | +7,2 % | 1 | 95.938.110 $ | +7.607.427 $ | +8,6 % | 1 | 88.330.683 $ | +16.076.164 $ | +22,2 % | 1 |
| VANGUARD TAX-MANAGED FDS | → 0 | 101.054.633 $ | +95.963.793 $ | +1.885,0 % | 1 | 98.503.237 $ | +97.806.070 $ | +14.029,1 % | 1 | 91.255.666 $ | +90.547.545 $ | +12.787,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Stark | 85.715.750 $ | -2.866.097 $ | -3,2 % | 1 | 88.581.847 $ | +2.346.371 $ | +2,7 % | 1 | 86.235.476 $ | +15.799.777 $ | +22,4 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 83.276.440 $ | +17.148.144 $ | +25,9 % | 1 | |||||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 71.619.127 $ | -5.586.325 $ | -7,2 % | 1 | 77.205.452 $ | +4.163.995 $ | +5,7 % | 1 | 73.041.457 $ | +1.153.985 $ | +1,6 % | 1 |
| ADVISORSHARES TR | → 0 | 72.132.458 $ | +69.334.452 $ | +2.478,0 % | 1 | ||||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 69.846.919 $ | +4.591.346 $ | +7,0 % | 1 | ||||||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 69.780.264 $ | +4.827.662 $ | +7,4 % | 1 | ||||||||||
| 944.754.985 $ | +359.335.127 $ | +659,9 % | 9 | 900.412.484 $ | +338.726.732 $ | +10.507,8 % | 8 | 835.065.573 $ | +329.113.770 $ | +1.860,2 % | 8 | ||||