| 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 | ||||
| 282.062.832 $ | +13.861.083 $ | +1.420,9 % | 7 | 384.757.048 $ | +158.253.630 $ | +1.028,7 % | 9 | 382.649.088 $ | +183.746.580 $ | +1.068,7 % | 9 | ||||
| VANGUARD SPECIALIZED FUNDS | → 0 | 76.149.176 $ | +75.341.275 $ | +9.325,6 % | 1 | 75.359.680 $ | +69.884.817 $ | +1.276,5 % | 1 | 94.757.698 $ | +89.260.804 $ | +1.623,8 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 49.479.297 $ | -12.308.473 $ | -19,9 % | 1 | 61.787.770 $ | +4.174.833 $ | +7,2 % | 1 | 57.612.937 $ | +11.212.681 $ | +24,2 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 30.474.759 $ | +26.942.939 $ | +762,9 % | 1 | 50.906.851 $ | +36.204.236 $ | +246,2 % | 1 | 59.274.878 $ | +45.196.391 $ | +321,0 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 39.593.373 $ | -7.331.297 $ | -15,6 % | 1 | 46.924.670 $ | +14.836.715 $ | +46,2 % | 1 | 32.087.955 $ | +9.887.080 $ | +44,5 % | 1 |
| Ancora Advisors LLC | → 0 | 34.092.113 $ | -9.721.381 $ | -22,2 % | 1 | 43.813.494 $ | +6.179.086 $ | +16,4 % | 1 | 37.634.408 $ | +3.763.351 $ | +11,1 % | 1 | ||
| iSHARES TRUST | → 0 | 30.839.651 $ | -4.347.267 $ | -12,4 % | 1 | 35.186.918 $ | +1.661.339 $ | +5,0 % | 1 | 33.525.579 $ | +2.717.785 $ | +8,8 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 32.054.623 $ | +2.123.600 $ | +7,1 % | 1 | 29.931.023 $ | +2.223.599 $ | +8,0 % | 1 | ||||
| VANGUARD WHITEHALL FDS | → 0 | 21.434.463 $ | -54.714.713 $ | -71,9 % | 1 | 21.250.538 $ | +20.975.949 $ | +7.639,0 % | 1 | 20.393.230 $ | +20.127.692 $ | +7.580,0 % | 1 | ||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 17.472.504 $ | +2.213.055 $ | +14,5 % | 1 | ||||||||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 17.431.380 $ | -642.803 $ | -3,6 % | 1 | ||||||||
| 282.062.832 $ | +13.861.083 $ | +1.420,9 % | 7 | 384.757.048 $ | +158.253.630 $ | +1.028,7 % | 9 | 382.649.088 $ | +183.746.580 $ | +1.068,7 % | 9 | ||||