| 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 | ||||
| 28.973.738 $ | -150.802 $ | -5,3 % | 5 | 41.496.482 $ | +7.076.045 $ | +115,0 % | 11 | 35.486.771 $ | -276.928 $ | +243,1 % | 9 | ||||
| UNITED PARCEL SERVICE INC | UPS | → 0 | Neutral | 22.139.239 $ | +393.755 $ | +1,8 % | 1 | 21.745.484 $ | +3.167.410 $ | +17,0 % | 1 | 18.578.074 $ | -5.151.942 $ | -21,7 % | 1 |
| SCHWAB STRATEGIC TR | → 0 | 3.403.093 $ | +3.136.299 $ | +1.175,6 % | 1 | 3.199.344 $ | +3.054.176 $ | +2.103,9 % | 1 | ||||||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 2.981.888 $ | +225.575 $ | +8,2 % | 1 | 2.756.313 $ | +624.768 $ | +29,3 % | 1 | |||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 2.410.399 $ | -27.330 $ | -1,1 % | 1 | 2.437.729 $ | -23.240 $ | -0,9 % | 1 | 2.460.969 $ | +215.923 $ | +9,6 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 1.628.402 $ | -340.434 $ | -17,3 % | 1 | 1.968.836 $ | +87.600 $ | +4,7 % | 1 | 1.881.236 $ | +48.528 $ | +2,6 % | 1 | ||
| Ancora Advisors LLC | → 0 | 1.559.564 $ | -193.267 $ | -11,0 % | 1 | 1.752.831 $ | -198.160 $ | -10,2 % | 1 | 1.950.991 $ | +228.400 $ | +13,3 % | 1 | ||
| MONEY CONCEPTS CAPITAL CORP | → 0 | 1.796.660 $ | -23.830 $ | -1,3 % | 1 | 1.820.490 $ | +446.387 $ | +32,5 % | 1 | ||||||
| KCM INVESTMENT ADVISORS LLC | → 0 | 1.732.958 $ | +88.809 $ | +5,4 % | 1 | 1.644.149 $ | +207.044 $ | +14,4 % | 1 | ||||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 1.249.231 $ | +383.587 $ | +44,3 % | 1 | ||||||||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 1.236.134 $ | +16.474 $ | +1,4 % | 1 | 1.219.660 $ | +24.455 $ | +2,0 % | 1 | 1.195.205 $ | +49.788 $ | +4,3 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 1.208.112 $ | +207.540 $ | +20,7 % | 1 | ||||||||
| 28.973.738 $ | -150.802 $ | -5,3 % | 5 | 41.496.482 $ | +7.076.045 $ | +115,0 % | 11 | 35.486.771 $ | -276.928 $ | +243,1 % | 9 | ||||