| 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 | ||||
| 1.343.165.867 $ | +198.472.644 $ | +1.075,9 % | 9 | 1.298.879.606 $ | +281.866.638 $ | +79,2 % | 9 | 1.065.107.700 $ | +580.215.789 $ | +419,8 % | 7 | ||||
| iSHARES TRUST | → 0 | 590.592.626 $ | +9.124.207 $ | +1,6 % | 1 | 581.468.419 $ | +91.785.319 $ | +18,7 % | 1 | 489.683.100 $ | +303.458.020 $ | +163,0 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 234.494.485 $ | +2.818.284 $ | +1,2 % | 1 | 231.676.201 $ | +15.199.386 $ | +7,0 % | 1 | 216.476.815 $ | +31.861.207 $ | +17,3 % | 1 | ||
| ISHARES TR | → 0 | 172.990.653 $ | +171.210.791 $ | +9.619,3 % | 1 | 151.460.145 $ | +129.321.619 $ | +584,1 % | 1 | 130.608.785 $ | +121.624.155 $ | +1.353,7 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 72.736.212 $ | -4.240.637 $ | -5,5 % | 1 | 76.976.849 $ | +15.447.125 $ | +25,1 % | 1 | 61.529.724 $ | +55.801.178 $ | +974,1 % | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 69.491.543 $ | -3.708.704 $ | -5,1 % | 1 | 73.200.247 $ | +4.794.013 $ | +7,0 % | 1 | 68.406.234 $ | +15.251.592 $ | +28,7 % | 1 |
| VANGUARD GROUP INC | → 0 | 70.283.785 $ | +264.524 $ | +0,4 % | 1 | 70.019.261 $ | +9.205.759 $ | +15,1 % | 1 | 60.813.502 $ | +48.412.629 $ | +390,4 % | 1 | ||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 52.353.207 $ | +20.921.799 $ | +66,6 % | 1 | ||||||||||
| SVB WEALTH LLC | → 0 | 45.788.248 $ | +5.168.995 $ | +12,7 % | 1 | 40.619.253 $ | +7.460.853 $ | +22,5 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 35.937.508 $ | -1.652.032 $ | -4,4 % | 1 | 37.589.540 $ | +3.807.008 $ | +11,3 % | 1 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 34.435.108 $ | -3.086.615 $ | -8,2 % | 1 | 37.521.723 $ | +10.304.596 $ | +37,9 % | 1 | ||||
| 1.343.165.867 $ | +198.472.644 $ | +1.075,9 % | 9 | 1.298.879.606 $ | +281.866.638 $ | +79,2 % | 9 | 1.065.107.700 $ | +580.215.789 $ | +419,8 % | 7 | ||||