| Aktie | Ticker | Breite | GCS | 2025/Q3 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 304.870.293 $ | +74.509.469 $ | +25,7 % | 41 | ||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 172.616.783 $ | +61.724.575 $ | +55,7 % | 1 |
| WisdomTree, Inc. | WT | → 0 | Neutral | 27.692.278 $ | +1.082.344 $ | +4,1 % | 1 |
| iSHARES TRUST | → 0 | 26.267.025 $ | +3.433.920 $ | +15,0 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 16.022.532 $ | +485.057 $ | +3,1 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 8.952.037 $ | +2.116.010 $ | +31,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 8.296.731 $ | +299.149 $ | +3,7 % | 1 |
| SVB WEALTH LLC | → 0 | 7.540.488 $ | +182.164 $ | +2,5 % | 1 | ||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 5.681.424 $ | +1.248.279 $ | +28,2 % | 1 | ||
| ServiceNow, Inc. | NOW | → 0 | Schwach | 4.544.338 $ | -883.924 $ | -16,3 % | 1 |
| PNC FINANCIAL SERVICES GROUP, INC. | PNC | → 0 | Stark | 4.420.501 $ | +299.320 $ | +7,3 % | 1 |
| AMAZON COM INC | AMZN | → 0 | Stark | 2.859.253 $ | +613.284 $ | +27,3 % | 1 |
| DoorDash, Inc. | DASH | → 0 | Schwach | 2.422.206 $ | -550.458 $ | -18,5 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Stark | 1.876.141 $ | +1.093.985 $ | +139,9 % | 1 |
| ISHARES TR | → 0 | 1.442.226 $ | +1.054.016 $ | +271,5 % | 1 | ||
| TWILIO INC | TWLO | → 0 | Neutral | 1.405.164 $ | +34.841 $ | +2,5 % | 1 |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 1.353.853 $ | +162.314 $ | +13,6 % | 1 |
| Tesla, Inc. | TSLA | → 0 | Schwach | 1.146.089 $ | +350.351 $ | +44,0 % | 1 |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 1.020.299 $ | +227.598 $ | +28,7 % | 1 |
| VANGUARD SPECIALIZED FUNDS | → 0 | 920.211 $ | +599.645 $ | +187,1 % | 1 | ||
| Meta Platforms, Inc. | META | → 0 | Neutral | 904.933 $ | -138.047 $ | -13,2 % | 1 |
| ELI LILLY & Co | LLY | → 0 | Neutral | 717.458 $ | +165.869 $ | +30,1 % | 1 |
| Uber Technologies, Inc | UBER | → 0 | Schwach | 659.599 $ | +7.059 $ | +1,1 % | 1 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | → 0 | Sehr stark | 496.930 $ | +128.506 $ | +34,9 % | 1 |
| SPDR SERIES TRUST | → 0 | 479.269 $ | +28.378 $ | +6,3 % | 1 | ||
| GOLDMAN SACHS GROUP INC | GS | → 0 | Neutral | 478.083 $ | +69.711 $ | +17,1 % | 1 |
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 460.412 $ | +143.281 $ | +45,2 % | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 423.836 $ | -496.375 $ | -53,9 % | 1 | ||
| ISHARES SP 500/BARRA GROWTH I | → 0 | 388.210 $ | -35.626 $ | -8,4 % | 1 | ||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 306.704 $ | +100.746 $ | +48,9 % | 1 |
| ORACLE CORP | ORCL | → 0 | Stark | 293.100 $ | +26.249 $ | +9,8 % | 1 |
| VANGUARD WORLD FUND | → 0 | 291.548 $ | +41.481 $ | +16,6 % | 1 | ||
| NETFLIX INC | NFLX | → 0 | Neutral | 284.110 $ | -31.925 $ | -10,1 % | 1 |
| EBAY INC | EBAY | → 0 | Neutral | 269.459 $ | +45.037 $ | +20,1 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 267.424 $ | +267.424 $ | 1 | |
| Okta, Inc. | OKTA | → 0 | Neutral | 251.776 $ | -358.741 $ | -58,8 % | 1 |
| ADVANCED MICRO DEVICES INC | AMD | → 0 | Neutral | 246.625 $ | +246.625 $ | 1 | |
| BANK OF AMERICA CORP /DE/ | BAC | → 0 | Neutral | 244.191 $ | +244.191 $ | 1 | |
| BlackRock Finance, Inc. | → 0 | 241.844 $ | +23.728 $ | +10,9 % | 1 | ||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 231.430 $ | +231.430 $ | 1 | |
| Goldman Sachs Physical Gold ETF | AAAU | → 0 | 228.312 $ | +228.312 $ | 1 | ||
| BondBloxx ETF Trust | → 0 | 225.461 $ | -314 $ | -0,1 % | 1 | ||
| 304.870.293 $ | +74.509.469 $ | +25,7 % | 41 | ||||