| 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 | ||||
| 144.984.275 $ | -1.105.071 $ | +70,7 % | 9 | 154.265.174 $ | +13.059.610 $ | +355,2 % | 8 | 158.379.970 $ | -6.905.671 $ | +4,3 % | 8 | ||||
| JPMORGAN CHASE & CO | JPM | → 0 | Neutral | 46.987.059 $ | -4.657.718 $ | -9,0 % | 1 | 51.644.777 $ | +575.398 $ | +1,1 % | 1 | 51.069.379 $ | -10.008.570 $ | -16,4 % | 1 |
| iSHARES TRUST | → 0 | 41.713.655 $ | -2.707.852 $ | -6,1 % | 1 | 44.421.507 $ | -4.939.577 $ | -10,0 % | 1 | 49.361.084 $ | +2.220.380 $ | +4,7 % | 1 | ||
| VANGUARD WHITEHALL FDS | → 0 | 5.988.780 $ | -1.243.008 $ | -17,2 % | 1 | 14.128.808 $ | +13.623.314 $ | +2.695,0 % | 1 | 12.912.733 $ | +5.373.978 $ | +71,3 % | 1 | ||
| Ancora Advisors LLC | → 0 | 11.335.619 $ | +1.512.227 $ | +15,4 % | 1 | 9.823.392 $ | -817.210 $ | -7,7 % | 1 | 10.640.602 $ | +831.698 $ | +8,5 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 9.542.446 $ | -408.895 $ | -4,1 % | 1 | 9.951.341 $ | +46.740 $ | +0,5 % | 1 | 9.904.601 $ | +1.058.047 $ | +12,0 % | 1 | ||
| Capital Group Dividend Value ETF | → 0 | 9.579.370 $ | +493.915 $ | +5,4 % | 1 | 9.085.455 $ | -110.163 $ | -1,2 % | 1 | 9.195.618 $ | -847.360 $ | -8,4 % | 1 | ||
| MAI Capital Management | → 0 | 7.794.076 $ | -184.030 $ | -2,3 % | 1 | 7.978.106 $ | +220.908 $ | +2,8 % | 1 | 7.757.198 $ | +546.164 $ | +7,6 % | 1 | ||
| FIRST TR EXCHNG TRADED FD VI | → 0 | 6.812.582 $ | +1.581.894 $ | +30,2 % | 1 | 7.231.788 $ | +4.460.200 $ | +160,9 % | 1 | 7.538.755 $ | -6.080.008 $ | -44,6 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 5.230.688 $ | +4.508.396 $ | +624,2 % | 1 | ||||||||||
| 144.984.275 $ | -1.105.071 $ | +70,7 % | 9 | 154.265.174 $ | +13.059.610 $ | +355,2 % | 8 | 158.379.970 $ | -6.905.671 $ | +4,3 % | 8 | ||||