| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 28.380.890 $ | +1.989.173 $ | +9,0 % | 14 | 26.391.717 $ | +2.102.687 $ | +4,0 % | 14 | 24.289.030 $ | +24.289.030 $ | 14 | |||||
| Moloney Securities Asset Management, LLC | → 0 | 11.883.015 $ | +561.411 $ | +5,0 % | 1 | 11.321.604 $ | +586.107 $ | +5,5 % | 1 | 10.735.497 $ | +10.735.497 $ | 1 | |||
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | → 0 | 4.800.973 $ | +319.196 $ | +7,1 % | 1 | 4.481.777 $ | +1.022.997 $ | +29,6 % | 1 | 3.458.780 $ | +3.458.780 $ | 1 | |||
| SCHWAB STRATEGIC TRUST | → 0 | 3.492.587 $ | +467.587 $ | +15,5 % | 1 | 3.025.000 $ | +650.139 $ | +27,4 % | 1 | 2.374.861 $ | +2.374.861 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 1.785.463 $ | +117.654 $ | +7,1 % | 1 | 1.667.809 $ | -18.653 $ | -1,1 % | 1 | 1.686.462 $ | +1.686.462 $ | 1 | |||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 955.847 $ | +184.157 $ | +23,9 % | 1 | 771.690 $ | -49.642 $ | -6,0 % | 1 | 821.332 $ | +821.332 $ | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 917.429 $ | +119.122 $ | +14,9 % | 1 | 798.307 $ | +39.997 $ | +5,3 % | 1 | 758.310 $ | +758.310 $ | 1 | |||
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 521.679 $ | -37.359 $ | -6,7 % | 1 | 559.038 $ | -293.463 $ | -34,4 % | 1 | 852.501 $ | +852.501 $ | 1 | |
| Ancora Advisors LLC | → 0 | 816.698 $ | +125.043 $ | +18,1 % | 1 | 691.655 $ | +12.699 $ | +1,9 % | 1 | 678.956 $ | +678.956 $ | 1 | |||
| ISHARES TR | → 0 | 725.088 $ | +104.492 $ | +16,8 % | 1 | 620.596 $ | -51.333 $ | -7,6 % | 1 | 671.929 $ | +671.929 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 514.925 $ | -132.115 $ | -20,4 % | 1 | 647.040 $ | +167.890 $ | +35,0 % | 1 | 479.150 $ | +479.150 $ | 1 | |
| Duke Energy CORP | DUK | → 0 | Neutral | 580.050 $ | -22.568 $ | -3,7 % | 1 | 602.618 $ | +151.356 $ | +33,5 % | 1 | 451.262 $ | +451.262 $ | 1 | |
| BlackRock Fund Advisors | → 0 | 594.353 $ | +107.483 $ | +22,1 % | 1 | 486.870 $ | -1.492 $ | -0,3 % | 1 | 488.362 $ | +488.362 $ | 1 | |||
| iSHARES TRUST | → 0 | 537.353 $ | +32.841 $ | +6,5 % | 1 | 504.512 $ | -47.362 $ | -8,6 % | 1 | 551.874 $ | +551.874 $ | 1 | |||
| CORNING INC /NY | GLW | → 0 | Neutral | 255.430 $ | +42.229 $ | +19,8 % | 1 | 213.201 $ | -66.553 $ | -23,8 % | 1 | 279.754 $ | +279.754 $ | 1 | |
| 28.380.890 $ | +1.989.173 $ | +9,0 % | 14 | 26.391.717 $ | +2.102.687 $ | +4,0 % | 14 | 24.289.030 $ | +24.289.030 $ | 14 | |||||