| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 93.960.077 $ | +8.196.346 $ | +10,8 % | 6 | 99.554.348 $ | +3.228.479 $ | +4,8 % | 7 | 96.325.869 $ | +13.258.260 $ | +16,3 % | 7 | 66.191.907 $ | +8.554.759 $ | +15,2 % | 5 | ||||
| Moloney Securities Asset Management, LLC | → 0 | 20.855.221 $ | +1.887.030 $ | +9,9 % | 1 | 18.968.191 $ | +774.803 $ | +4,3 % | 1 | 18.193.388 $ | +2.134.648 $ | +13,3 % | 1 | 16.058.740 $ | +1.506.460 $ | +10,4 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 19.162.361 $ | +2.361.547 $ | +14,1 % | 1 | 16.800.814 $ | +538.936 $ | +3,3 % | 1 | 16.261.878 $ | +2.119.405 $ | +15,0 % | 1 | 14.142.473 $ | +1.585.306 $ | +12,6 % | 1 | ||
| SPDR GOLD TRUST | GLD | → 0 | 14.226.498 $ | -2.100.956 $ | -12,9 % | 1 | 16.327.454 $ | -617.805 $ | -3,6 % | 1 | 16.945.259 $ | +2.339.499 $ | +16,0 % | 1 | 14.605.760 $ | +2.486.412 $ | +20,5 % | 1 | |
| Capital Group Dividend Value ETF | → 0 | 16.650.895 $ | +3.017.862 $ | +22,1 % | 1 | 13.633.033 $ | +795.317 $ | +6,2 % | 1 | 12.837.716 $ | +2.237.921 $ | +21,1 % | 1 | 10.599.795 $ | +1.263.950 $ | +13,5 % | 1 | ||
| MFS Active Exchange Traded Funds Trust | → 0 | 13.790.617 $ | +3.577.049 $ | +35,0 % | 1 | 10.213.568 $ | +1.987.662 $ | +24,2 % | 1 | ||||||||||
| TRUIST FINANCIAL CORP | TFC | → 0 | Stark | 10.881.695 $ | +1.948.310 $ | +21,8 % | 1 | 8.933.385 $ | -3.304.639 $ | -27,0 % | 1 | 12.238.024 $ | +1.452.885 $ | +13,5 % | 1 | 10.785.139 $ | +1.712.631 $ | +18,9 % | 1 |
| Ancora Advisors LLC | → 0 | 12.183.407 $ | +1.082.553 $ | +9,8 % | 1 | 11.100.854 $ | +1.464.818 $ | +15,2 % | 1 | 9.636.036 $ | +986.240 $ | +11,4 % | 1 | ||||||
| 93.960.077 $ | +8.196.346 $ | +10,8 % | 6 | 99.554.348 $ | +3.228.479 $ | +4,8 % | 7 | 96.325.869 $ | +13.258.260 $ | +16,3 % | 7 | 66.191.907 $ | +8.554.759 $ | +15,2 % | 5 | ||||