| 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 | ||||
| 89.772.715 $ | +30.661.114 $ | +16,9 % | 12 | 56.756.420 $ | +12.819.438 $ | +10,2 % | 6 | 60.566.165 $ | +60.566.165 $ | 7 | |||||
| BlackRock Finance, Inc. | → 0 | 15.310.455 $ | +6.866.797 $ | +81,3 % | 1 | 8.443.658 $ | +1.293.740 $ | +18,1 % | 1 | 7.149.918 $ | +7.149.918 $ | 1 | |||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 14.993.097 $ | +14.993.097 $ | 1 | |||||||||||
| HARBOUR INVESTMENTS, INC. | → 0 | 10.067.358 $ | -4.401.592 $ | -30,4 % | 1 | 14.468.950 $ | +457.024 $ | +3,3 % | 1 | 14.011.926 $ | +14.011.926 $ | 1 | |||
| RBB FUND, INC. | → 0 | 14.146.866 $ | +127.916 $ | +0,9 % | 1 | 14.018.950 $ | +14.018.950 $ | 1 | |||||||
| INNOVATOR ETFS TRUST | → 0 | 12.606.240 $ | +6.404.192 $ | +103,3 % | 1 | ||||||||||
| COZAD ASSET MANAGEMENT INC | → 0 | 9.452.843 $ | +9.452.843 $ | 1 | |||||||||||
| iSHARES TRUST | → 0 | 8.214.126 $ | -337.207 $ | -3,9 % | 1 | 8.551.333 $ | +1.328.424 $ | +18,4 % | 1 | 7.222.909 $ | +7.222.909 $ | 1 | |||
| SIMPLIFY EXCHANGE TRADED FUN | → 0 | 7.146.602 $ | -5.459.638 $ | -43,3 % | 1 | ||||||||||
| J P MORGAN EXCHANGE TRADED F | → 0 | 7.073.818 $ | -72.784 $ | -1,0 % | 1 | ||||||||||
| ALLIANZIM U S EQUITY BUFFER15 | → 0 | 6.202.048 $ | +6.202.048 $ | 1 | |||||||||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | → 0 | 5.751.080 $ | +5.751.080 $ | 1 | |||||||||||
| SIGNATUREFD, LLC | → 0 | 5.737.890 $ | +5.737.890 $ | 1 | |||||||||||
| DHJJ Financial Advisors, Ltd. | → 0 | 5.631.834 $ | +5.631.834 $ | 1 | |||||||||||
| Innovator ETFs Trust | → 0 | 4.127.215 $ | +4.127.215 $ | 1 | |||||||||||
| Sprott Physical Gold Trust | PHYS | → 0 | 1.904.049 $ | +211.279 $ | +12,5 % | 1 | 1.692.770 $ | +159.491 $ | +10,4 % | 1 | 1.533.279 $ | +1.533.279 $ | 1 | ||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 1.636.086 $ | +1.636.086 $ | 1 | |||||||||
| 89.772.715 $ | +30.661.114 $ | +16,9 % | 12 | 56.756.420 $ | +12.819.438 $ | +10,2 % | 6 | 60.566.165 $ | +60.566.165 $ | 7 | |||||