| 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 | ||||
| 128.689.707 $ | -22.528.536 $ | +36,6 % | 8 | 163.012.795 $ | +55.568.096 $ | +373,4 % | 9 | 156.222.713 $ | +74.195.984 $ | +554,5 % | 8 | ||||
| ISHARES TR | → 0 | 42.110.294 $ | +30.220.388 $ | +254,2 % | 1 | 54.869.377 $ | +46.939.869 $ | +592,0 % | 1 | 55.231.949 $ | +52.004.379 $ | +1.611,3 % | 1 | ||
| iSHARES TRUST | → 0 | 21.626.856 $ | -15.529.498 $ | -41,8 % | 1 | 37.156.354 $ | -872.975 $ | -2,3 % | 1 | 38.029.329 $ | +2.649.225 $ | +7,5 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 20.241.912 $ | -1.542.689 $ | -7,1 % | 1 | 21.784.601 $ | +1.184.489 $ | +5,7 % | 1 | 20.600.112 $ | +4.014.719 $ | +24,2 % | 1 |
| COZAD ASSET MANAGEMENT INC | → 0 | 12.574.013 $ | +1.034.855 $ | +9,0 % | 1 | 11.539.158 $ | +241.673 $ | +2,1 % | 1 | 11.297.485 $ | +1.325.445 $ | +13,3 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 11.889.906 $ | -42.979.471 $ | -78,3 % | 1 | 12.085.725 $ | +11.666.067 $ | +2.779,9 % | 1 | 11.283.250 $ | +10.880.722 $ | +2.703,1 % | 1 | ||
| KCM INVESTMENT ADVISORS LLC | → 0 | 7.941.148 $ | +2.735.579 $ | +52,6 % | 1 | 5.205.569 $ | +1.074.022 $ | +26,0 % | 1 | ||||||
| ZACKS TRUST | → 0 | 7.799.235 $ | +4.214.399 $ | +117,6 % | 1 | 7.929.508 $ | -4.156.217 $ | -34,4 % | 1 | 6.829.253 $ | +2.771.284 $ | +68,3 % | 1 | ||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 7.254.061 $ | -75.574 $ | -1,0 % | 1 | 7.329.635 $ | +388.531 $ | +5,6 % | 1 | |||||
| Meta Platforms, Inc. | META | → 0 | Neutral | 4.506.343 $ | -682.099 $ | -13,1 % | 1 | 5.188.442 $ | -433.258 $ | -7,7 % | 1 | 5.621.700 $ | +161.679 $ | +3,0 % | 1 |
| 128.689.707 $ | -22.528.536 $ | +36,6 % | 8 | 163.012.795 $ | +55.568.096 $ | +373,4 % | 9 | 156.222.713 $ | +74.195.984 $ | +554,5 % | 8 | ||||