| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 233.515.443 $ | +810.658 $ | -4,2 % | 25 | ||||
| FOUNDATIONS INVESTMENT ADVISORS, LLC | → 0 | 86.177.226 $ | -761.593 $ | -0,9 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 63.445.578 $ | +1.604.982 $ | +2,6 % | 1 | ||
| WisdomTree, Inc. | WT | → 0 | Stark | 18.265.656 $ | +1.161.723 $ | +6,8 % | 1 |
| MAI Capital Management | → 0 | 11.866.568 $ | +608.460 $ | +5,4 % | 1 | ||
| FIRST TRUST PORTFOLIOS LP | → 0 | 10.255.146 $ | -130.143 $ | -1,3 % | 1 | ||
| KEATING INVESTMENT COUNSELORS INC | → 0 | 5.689.234 $ | +13.899 $ | +0,2 % | 1 | ||
| SVB WEALTH LLC | → 0 | 5.652.637 $ | +4.456 $ | +0,1 % | 1 | ||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 5.476.294 $ | +347.781 $ | +6,8 % | 1 |
| ISHARES TR | → 0 | 4.130.540 $ | +1.123.478 $ | +37,4 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 3.007.062 $ | -1.586.076 $ | -34,5 % | 1 | ||
| SEGALL BRYANT & HAMILL, LLC | → 0 | 2.798.535 $ | -175.670 $ | -5,9 % | 1 | ||
| Janus Detroit Street Trust | → 0 | 2.771.115 $ | -528.041 $ | -16,0 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 2.514.129 $ | -24.154 $ | -1,0 % | 1 |
| Walmart Inc. | WMT | → 0 | Sehr stark | 1.882.082 $ | +67.187 $ | +3,7 % | 1 |
| AMERICAN EXPRESS CO | AXP | → 0 | Neutral | 1.745.501 $ | +127.953 $ | +7,9 % | 1 |
| COSTCO WHOLESALE CORP /NEW | COST | → 0 | Stark | 1.652.250 $ | -53.417 $ | -3,1 % | 1 |
| ALKAMI TECHNOLOGY, INC. | ALKT | → 0 | Stark | 1.150.340 $ | -245.443 $ | -17,6 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 972.432 $ | -43.160 $ | -4,2 % | 1 |
| DEERE & CO | DE | → 0 | Neutral | 953.844 $ | -108.392 $ | -10,2 % | 1 |
| CHEVRON CORP | CVX | → 0 | Stark | 698.805 $ | +54.450 $ | +8,5 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 641.364 $ | -133.083 $ | -17,2 % | 1 |
| AUTOMATIC DATA PROCESSING INC | ADP | → 0 | Neutral | 616.644 $ | -139.861 $ | -18,5 % | 1 |
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Stark | 455.542 $ | +6.746 $ | +1,5 % | 1 |
| VISA INC. | V | → 0 | Neutral | 360.156 $ | -14.422 $ | -3,9 % | 1 |
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 336.763 $ | -367.002 $ | -52,1 % | 1 | ||
| 233.515.443 $ | +810.658 $ | -4,2 % | 25 | ||||