| 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 | ||||
| 129.789.550 $ | +11.135.220 $ | +32.542,4 % | 9 | 141.800.641 $ | +59.602.441 $ | +1.796.273,0 % | 9 | 113.093.225 $ | +39.451.918 $ | +385.202,1 % | 7 | ||||
| SCHWAB STRATEGIC TR | → 0 | 32.292.362 $ | +32.281.342 $ | +292.934,1 % | 1 | 33.142.048 $ | +33.141.829 $ | +15.133.255,3 % | 1 | 35.646.649 $ | +35.645.327 $ | +2.696.318,2 % | 1 | ||
| Game Plan Financial Advisors, LLC | → 0 | 17.984.402 $ | -2.998.394 $ | -14,3 % | 1 | 20.982.796 $ | -7.291.264 $ | -25,8 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 15.505.740 $ | -2.131.978 $ | -12,1 % | 1 | 17.637.718 $ | +3.801.299 $ | +27,5 % | 1 | 13.836.419 $ | +3.615.457 $ | +35,4 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 12.960.657 $ | -896.461 $ | -6,5 % | 1 | 13.857.118 $ | +3.109.040 $ | +28,9 % | 1 | 10.748.078 $ | +3.053.460 $ | +39,7 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 13.719.841 $ | +2.855.997 $ | +26,3 % | 1 | 10.863.844 $ | +987.670 $ | +10,0 % | 1 | 9.876.174 $ | +1.522.996 $ | +18,2 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 13.064.231 $ | -576.860 $ | -4,2 % | 1 | 13.641.091 $ | +943.655 $ | +7,4 % | 1 | 12.697.436 $ | +2.562.761 $ | +25,3 % | 1 |
| ISHARES TR | → 0 | 10.879.610 $ | -21.412.752 $ | -66,3 % | 1 | 13.399.736 $ | +13.398.439 $ | +1.033.033,1 % | 1 | ||||||
| CCM INVESTMENT ADVISERS LLC | → 0 | 12.303.991 $ | +1.595.554 $ | +14,9 % | 1 | 10.708.437 $ | +4.686.503 $ | +77,8 % | 1 | ||||||
| AMAZON COM INC | AMZN | → 0 | Stark | 9.459.832 $ | -1.106.415 $ | -10,5 % | 1 | 10.566.247 $ | +2.532.400 $ | +31,5 % | 1 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 9.603.286 $ | +526.793 $ | +5,8 % | 1 | ||||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 9.305.673 $ | +343.181 $ | +3,8 % | 1 | ||||||||
| 129.789.550 $ | +11.135.220 $ | +32.542,4 % | 9 | 141.800.641 $ | +59.602.441 $ | +1.796.273,0 % | 9 | 113.093.225 $ | +39.451.918 $ | +385.202,1 % | 7 | ||||