| 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 | ||||
| 76.481.249 $ | -6.663.048 $ | +54,9 % | 18 | 82.967.966 $ | -13.233.676 $ | +60,7 % | 17 | 85.225.054 $ | +6.775.565 $ | +57,5 % | 18 | ||||
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 47.955.856 $ | -5.970.870 $ | -11,1 % | 1 | 53.926.726 $ | -3.251.871 $ | -5,7 % | 1 | 57.178.597 $ | +6.891.436 $ | +13,7 % | 1 | |
| FIDELITY MERRIMACK STR TR | → 0 | 12.991.543 $ | +11.937.788 $ | +1.132,9 % | 1 | 12.972.564 $ | +11.892.109 $ | +1.100,7 % | 1 | 11.452.096 $ | +10.391.313 $ | +979,6 % | 1 | ||
| BlackRock Finance, Inc. | → 0 | 4.564.743 $ | -242.979 $ | -5,1 % | 1 | 4.807.722 $ | -186.225 $ | -3,7 % | 1 | 4.993.947 $ | -73.286 $ | -1,4 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 1.836.153 $ | -159.212 $ | -8,0 % | 1 | 1.995.365 $ | +59.242 $ | +3,1 % | 1 | 1.936.123 $ | +182.437 $ | +10,4 % | 1 | ||
| iSHARES TRUST | → 0 | 1.845.151 $ | -89.629 $ | -4,6 % | 1 | 1.934.780 $ | -45.093 $ | -2,3 % | 1 | 1.979.873 $ | -746.577 $ | -27,4 % | 1 | ||
| FIDELITY COMWLTH TR | → 0 | 1.040.001 $ | -11.951.542 $ | -92,0 % | 1 | 1.119.491 $ | -11.853.073 $ | -91,4 % | 1 | 1.362.643 $ | +314.009 $ | +29,9 % | 1 | ||
| Bank of New York Mellon Corp | BK | → 0 | 1.345.739 $ | +28.814 $ | +2,2 % | 1 | 1.316.925 $ | +80.883 $ | +6,5 % | 1 | 1.236.042 $ | +202.490 $ | +19,6 % | 1 | |
| INVESCO EXCHANGE TRADED FD T | → 0 | 1.053.755 $ | +234.415 $ | +28,6 % | 1 | 1.080.455 $ | +243.139 $ | +29,0 % | 1 | 1.048.634 $ | -9.908.699 $ | -90,4 % | 1 | ||
| ISHARES TR | → 0 | 819.340 $ | -300.151 $ | -26,8 % | 1 | 837.316 $ | -10.614.780 $ | -92,7 % | 1 | 1.060.783 $ | -301.860 $ | -22,2 % | 1 | ||
| Axsome Therapeutics, Inc. | AXSM | → 0 | Sehr schwach | 716.814 $ | -57.762 $ | -7,5 % | 1 | 774.576 $ | +259.507 $ | +50,4 % | 1 | 515.069 $ | +72.351 $ | +16,3 % | 1 |
| SELECTIVE INSURANCE GROUP INC | SIGI | → 0 | Sehr stark | 452.340 $ | -49.680 $ | -9,9 % | 1 | 502.020 $ | +15.600 $ | +3,2 % | 1 | 486.420 $ | -916.270 $ | -65,3 % | 1 |
| SVB WEALTH LLC | → 0 | 393.745 $ | +9.621 $ | +2,5 % | 1 | 384.124 $ | -78.668 $ | -17,0 % | 1 | 462.792 $ | +25.468 $ | +5,8 % | 1 | ||
| Tesla, Inc. | TSLA | → 0 | Neutral | 253.905 $ | -53.254 $ | -17,3 % | 1 | 307.159 $ | +3.415 $ | +1,1 % | 1 | 303.744 $ | +86.782 $ | +40,0 % | 1 |
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 295.541 $ | +2.792 $ | +1,0 % | 1 | 292.749 $ | +174 $ | +0,1 % | 1 | 292.575 $ | +292.575 $ | 1 | |||
| ELI LILLY & Co | LLY | → 0 | Neutral | 229.023 $ | -38.572 $ | -14,4 % | 1 | 267.595 $ | +267.595 $ | 1 | |||||
| MAI Capital Management | → 0 | 243.567 $ | -1.097 $ | -0,4 % | 1 | 244.664 $ | +7.876 $ | +3,3 % | 1 | 236.788 $ | +16.301 $ | +7,4 % | 1 | ||
| HOME DEPOT, INC. | HD | → 0 | Neutral | 239.659 $ | +22.801 $ | +10,5 % | 1 | ||||||||
| SCHWAB STRATEGIC TRUST | → 0 | 227.170 $ | +23.435 $ | +11,5 % | 1 | 203.735 $ | -33.506 $ | -14,1 % | 1 | 237.241 $ | +237.241 $ | 1 | |||
| KROGER CO | KR | → 0 | Sehr stark | 216.863 $ | +14.835 $ | +7,3 % | 1 | 202.028 $ | -12.947 $ | -6,0 % | 1 | ||||
| 76.481.249 $ | -6.663.048 $ | +54,9 % | 18 | 82.967.966 $ | -13.233.676 $ | +60,7 % | 17 | 85.225.054 $ | +6.775.565 $ | +57,5 % | 18 | ||||