| 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 | ||||
| 73.828.269 $ | +8.046.217 $ | +450,2 % | 5 | 101.767.302 $ | +6.862.243 $ | +346,4 % | 10 | 102.500.030 $ | +5.909.015 $ | +11,1 % | 10 | ||||
| CCM INVESTMENT ADVISERS LLC | → 0 | 38.450.815 $ | +3.211.503 $ | +9,1 % | 1 | 35.239.312 $ | -1.806.933 $ | -4,9 % | 1 | 37.046.245 $ | -359.056 $ | -1,0 % | 1 | ||
| Redwood Wealth Management Group, LLC | → 0 | 9.898.713 $ | -699.318 $ | -6,6 % | 1 | 10.598.031 $ | -1.176.865 $ | -10,0 % | 1 | 11.774.896 $ | -247.511 $ | -2,1 % | 1 | ||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 9.049.082 $ | -817.365 $ | -8,3 % | 1 | 9.866.447 $ | +2.042.019 $ | +26,1 % | 1 | 7.824.428 $ | +2.021.694 $ | +34,8 % | 1 |
| iSHARES TRUST | → 0 | 9.027.598 $ | -737.597 $ | -7,6 % | 1 | 9.765.195 $ | +287.737 $ | +3,0 % | 1 | 9.477.458 $ | +1.273.204 $ | +15,5 % | 1 | ||
| ISHARES | → 0 | 7.402.061 $ | +7.088.994 $ | +2.264,4 % | 1 | 7.658.841 $ | +7.442.898 $ | +3.446,7 % | 1 | 7.667.348 $ | +590.696 $ | +8,3 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 5.848.227 $ | -474.237 $ | -7,5 % | 1 | 6.322.464 $ | +245.645 $ | +4,0 % | 1 | ||||
| NVIDIA CORP | NVDA | → 0 | Neutral | 5.983.384 $ | +3.996 $ | +0,1 % | 1 | 5.979.388 $ | +942.947 $ | +18,7 % | 1 | ||||
| KELLY LAWRENCE W & ASSOCIATES INC/CA | → 0 | 5.702.569 $ | +177.665 $ | +3,2 % | 1 | 5.524.904 $ | +1.139.135 $ | +26,0 % | 1 | ||||||
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Schwach | 5.668.230 $ | +199.040 $ | +3,6 % | 1 | 5.469.190 $ | -132.349 $ | -2,4 % | 1 | ||||
| Broadcom Inc. | AVGO | → 0 | Neutral | 5.437.066 $ | +166.923 $ | +3,2 % | 1 | ||||||||
| Tidal Trust I | → 0 | 5.413.709 $ | +434.610 $ | +8,7 % | 1 | ||||||||||
| 73.828.269 $ | +8.046.217 $ | +450,2 % | 5 | 101.767.302 $ | +6.862.243 $ | +346,4 % | 10 | 102.500.030 $ | +5.909.015 $ | +11,1 % | 10 | ||||