| Aktie | Ticker | Breite | GCS | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 56.665.000 $ | +12.521.506 $ | +5.163,2 % | 11 | 69.821.513 $ | +19.533.998 $ | +60,9 % | 14 | ||||
| MAI Capital Management | → 0 | 11.830.000 $ | -3.296.195 $ | -21,8 % | 1 | 15.126.195 $ | +207.261 $ | +1,4 % | 1 | ||
| Motiv8 Investments LLC | → 0 | 10.723.000 $ | +10.723.000 $ | 1 | |||||||
| MITCHELL CAPITAL MANAGEMENT CO | → 0 | 5.784.000 $ | -1.705.800 $ | -22,8 % | 1 | 7.489.800 $ | -34.158 $ | -0,5 % | 1 | ||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 6.910.000 $ | +404.464 $ | +6,2 % | 1 | 6.505.536 $ | +6.505.536 $ | 1 | |||
| TRUIST FINANCIAL CORP | TFC | → 0 | Stark | 6.044.273 $ | +1.461.280 $ | +31,9 % | 1 | ||||
| iSHARES TRUST | → 0 | 5.839.458 $ | +942.646 $ | +19,3 % | 1 | ||||||
| TransDigm Group INC | TDG | → 0 | Neutral | 4.064.000 $ | +98.078 $ | +2,5 % | 1 | 3.965.922 $ | +3.965.922 $ | 1 | |
| ISHARES TR | → 0 | 3.935.000 $ | +3.900.000 $ | +11.142,9 % | 1 | 4.036.673 $ | +3.355.912 $ | +493,0 % | 1 | ||
| Ancora Advisors LLC | → 0 | 3.868.193 $ | +1.045.349 $ | +37,0 % | 1 | ||||||
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 3.486.000 $ | +89.408 $ | +2,6 % | 1 | 3.396.592 $ | +330.113 $ | +10,8 % | 1 | ||
| INNOVATOR ETFS TRUST | → 0 | 2.845.000 $ | +2.838.000 $ | +40.542,9 % | 1 | 3.261.715 $ | -774.958 $ | -19,2 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 2.520.000 $ | -292.850 $ | -10,4 % | 1 | 2.812.850 $ | +1.013.077 $ | +56,3 % | 1 |
| Innovator ETFs Trust | → 0 | 2.669.707 $ | +90.724 $ | +3,5 % | 1 | ||||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 2.310.000 $ | -98.037 $ | -4,1 % | 1 | 2.408.037 $ | +1.067.994 $ | +79,7 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 2.258.000 $ | -138.562 $ | -5,8 % | 1 | 2.396.562 $ | +357.300 $ | +17,5 % | 1 |
| 56.665.000 $ | +12.521.506 $ | +5.163,2 % | 11 | 69.821.513 $ | +19.533.998 $ | +60,9 % | 14 | ||||