| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 284.383.242 $ | +33.808.898 $ | +16,5 % | 23 | ||||
| SPDR SERIES TRUST | → 0 | 88.711.074 $ | +6.458.018 $ | +7,9 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | → 0 | 42.915.298 $ | +3.215.419 $ | +8,1 % | 1 | ||
| MAI Capital Management | → 0 | 41.391.657 $ | +3.426.005 $ | +9,0 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 23.398.623 $ | +4.669.306 $ | +24,9 % | 1 |
| FIRST TRUST EXCHANGE-TRADED FUND | → 0 | 21.186.578 $ | -238.108 $ | -1,1 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 19.941.180 $ | +1.100.745 $ | +5,8 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Neutral | 12.750.171 $ | +1.732.297 $ | +15,7 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 6.081.078 $ | +1.063.959 $ | +21,2 % | 1 |
| SELECT SECTOR SPDR TRUST | → 0 | 5.771.484 $ | +2.560.240 $ | +79,7 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 3.855.695 $ | +535.182 $ | +16,1 % | 1 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | → 0 | 3.043.720 $ | +429.793 $ | +16,4 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.779.860 $ | +2.779.860 $ | 1 | |
| NVIDIA CORP | NVDA | → 0 | Neutral | 2.502.443 $ | +499.954 $ | +25,0 % | 1 |
| VANGUARD WORLD FUND | → 0 | 2.496.015 $ | +102.970 $ | +4,3 % | 1 | ||
| Phillips Edison & Company, Inc. | PECO | → 0 | Stark | 2.047.999 $ | -37.109 $ | -1,8 % | 1 |
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 1.905.652 $ | +1.905.652 $ | 1 | ||
| Ancora Advisors LLC | → 0 | 984.716 $ | +984.716 $ | 1 | |||
| Wealth Advisory Solutions, LLC | → 0 | 866.956 $ | +866.956 $ | 1 | |||
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 660.683 $ | +660.683 $ | 1 | |
| SentinelOne, Inc. | S | → 0 | Neutral | 422.324 $ | +422.324 $ | 1 | |
| MONROE CAPITAL Corp | MRCC | → 0 | 240.994 $ | +240.994 $ | 1 | ||
| Energy Transfer LP | ET | → 0 | 228.228 $ | +228.228 $ | 1 | ||
| Nu Holdings Ltd. | NU | → 0 | Neutral | 200.814 $ | +200.814 $ | 1 | |
| 284.383.242 $ | +33.808.898 $ | +16,5 % | 23 | ||||