| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 38.392.311 $ | +3.013.573 $ | +25,8 % | 20 | 36.894.097 $ | +480.792 $ | +1,4 % | 19 | ||||
| FIRST TRUST EXCHANGE-TRADED FUND VIII | → 0 | 8.008.590 $ | +103.850 $ | +1,3 % | 1 | 7.904.740 $ | +72.051 $ | +0,9 % | 1 | ||
| Victory Portfolios II | → 0 | 5.782.952 $ | -202.103 $ | -3,4 % | 1 | 5.985.055 $ | -48.190 $ | -0,8 % | 1 | ||
| VANGUARD GROUP INC | → 0 | 5.636.372 $ | +367.034 $ | +7,0 % | 1 | 5.269.338 $ | +410.850 $ | +8,5 % | 1 | ||
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | → 0 | 5.010.732 $ | +1.241.203 $ | +32,9 % | 1 | 3.769.529 $ | +190.309 $ | +5,3 % | 1 | ||
| MAI Capital Management | → 0 | 2.567.711 $ | -837.780 $ | -24,6 % | 1 | 3.405.491 $ | +103.317 $ | +3,1 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 2.769.149 $ | +328.036 $ | +13,4 % | 1 | 2.441.113 $ | +198.851 $ | +8,9 % | 1 | ||
| iSHARES TRUST | → 0 | 2.333.808 $ | +794.996 $ | +51,7 % | 1 | 1.538.812 $ | +27.953 $ | +1,9 % | 1 | ||
| ISHARES TR | → 0 | 946.129 $ | +696.872 $ | +279,6 % | 1 | 1.506.916 $ | +413.508 $ | +37,8 % | 1 | ||
| Ancora Advisors LLC | → 0 | 1.067.398 $ | +490.644 $ | +85,1 % | 1 | 576.754 $ | +19.204 $ | +3,4 % | 1 | ||
| INVESCO EXCH TRADED FD TR II | → 0 | 686.430 $ | +364.164 $ | +113,0 % | 1 | 944.130 $ | -562.786 $ | -37,3 % | 1 | ||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 799.186 $ | -32.577 $ | -3,9 % | 1 | 831.763 $ | -82.212 $ | -9,0 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 394.980 $ | -147.155 $ | -27,1 % | 1 | 542.135 $ | -13.862 $ | -2,5 % | 1 |
| SOUTHERN CO | SO | → 0 | Stark | 443.967 $ | +45.828 $ | +11,5 % | 1 | 398.139 $ | -14.208 $ | -3,4 % | 1 |
| KCM INVESTMENT ADVISORS LLC | → 0 | 359.707 $ | -3.912 $ | -1,1 % | 1 | 363.619 $ | +8.673 $ | +2,4 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 328.738 $ | +1.961 $ | +0,6 % | 1 | 326.777 $ | +88.457 $ | +37,1 % | 1 |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 325.174 $ | +20.864 $ | +6,9 % | 1 | 304.310 $ | +67.883 $ | +28,7 % | 1 |
| ISHARES INC | → 0 | 249.257 $ | -437.173 $ | -63,7 % | 1 | 322.266 $ | -621.864 $ | -65,9 % | 1 | ||
| MCDONALDS CORP | MCD | → 0 | Neutral | 227.702 $ | -26.664 $ | -10,5 % | 1 | 254.366 $ | +14.014 $ | +5,8 % | 1 |
| GENERAL ELECTRIC CO | GE | → 0 | Stark | 253.296 $ | +44.452 $ | +21,3 % | 1 | 208.844 $ | +208.844 $ | 1 | |
| NEXTERA ENERGY INC | NEE | → 0 | Sehr stark | 201.033 $ | +201.033 $ | 1 | |||||
| 38.392.311 $ | +3.013.573 $ | +25,8 % | 20 | 36.894.097 $ | +480.792 $ | +1,4 % | 19 | ||||