| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 72.391.378 $ | +5.022.160 $ | +59,1 % | 28 | 72.644.317 $ | +64.708.104 $ | +74,1 % | 26 | ||||
| MAI Capital Management | → 0 | 13.267.906 $ | +124.752 $ | +0,9 % | 1 | 13.143.154 $ | +13.143.154 $ | 1 | |||
| iSHARES TRUST | → 0 | 11.846.169 $ | -606.714 $ | -4,9 % | 1 | 12.452.883 $ | +12.452.883 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 11.952.602 $ | -113.676 $ | -0,9 % | 1 | 12.066.278 $ | +12.066.278 $ | 1 | |||
| ISHARES TR | → 0 | 5.879.156 $ | +5.519.411 $ | +1.534,3 % | 1 | 5.865.226 $ | +4.272.909 $ | +268,3 % | 1 | ||
| SCHWAB STRATEGIC TRUST | → 0 | 5.564.509 $ | +461.355 $ | +9,0 % | 1 | 5.103.154 $ | +5.103.154 $ | 1 | |||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 4.623.789 $ | -273.490 $ | -5,6 % | 1 | 4.897.279 $ | +4.897.279 $ | 1 | ||
| Wealth Advisory Solutions, LLC | → 0 | 4.779.087 $ | +20.739 $ | +0,4 % | 1 | 4.758.348 $ | +4.758.348 $ | 1 | |||
| CIBC Private Wealth Group LLC | → 0 | 2.338.415 $ | -24.110 $ | -1,0 % | 1 | 2.362.525 $ | +2.362.525 $ | 1 | |||
| SPDR SERIES TRUST | → 0 | 1.830.101 $ | +20.125 $ | +1,1 % | 1 | 1.809.976 $ | +1.809.976 $ | 1 | |||
| INVESCO EXCH TRD SLF IDX FD | → 0 | 1.589.737 $ | +878.105 $ | +123,4 % | 1 | 1.592.317 $ | +1.592.317 $ | 1 | |||
| PROCTER & GAMBLE Co | PG | → 0 | Neutral | 1.414.790 $ | +11.069 $ | +0,8 % | 1 | 1.403.721 $ | +1.403.721 $ | 1 | |
| ROYAL BANK OF CANADA | RY | → 0 | Sehr schwach | 763.278 $ | -41.094 $ | -5,1 % | 1 | 804.372 $ | +804.372 $ | 1 | |
| Apple Inc. | AAPL | → 0 | Neutral | 764.669 $ | -24.269 $ | -3,1 % | 1 | 788.938 $ | +788.938 $ | 1 | |
| WisdomTree, Inc. | WT | → 0 | Neutral | 706.120 $ | -66.163 $ | -8,6 % | 1 | 772.283 $ | +772.283 $ | 1 | |
| J P MORGAN EXCHANGE TRADED F | → 0 | 711.632 $ | +13.250 $ | +1,9 % | 1 | 698.382 $ | +219.712 $ | +45,9 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 443.834 $ | -117.649 $ | -21,0 % | 1 | 561.483 $ | +561.483 $ | 1 | |
| iShares TR Expanded Tech | → 0 | 359.745 $ | -1.229.992 $ | -77,4 % | 1 | 478.670 $ | -5.386.556 $ | -91,8 % | 1 | ||
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 459.565 $ | -9.491 $ | -2,0 % | 1 | 469.056 $ | +469.056 $ | 1 | |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 413.511 $ | -36.583 $ | -8,1 % | 1 | 450.094 $ | +450.094 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 360.889 $ | -42.664 $ | -10,6 % | 1 | 403.553 $ | +403.553 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 400.430 $ | +41.467 $ | +11,6 % | 1 | 358.963 $ | +358.963 $ | 1 | |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 394.938 $ | +60.716 $ | +18,2 % | 1 | 334.222 $ | +334.222 $ | 1 | |
| J.P. Morgan Exchange-Traded Fund Trust | → 0 | 310.065 $ | -6.095 $ | -1,9 % | 1 | 316.160 $ | +316.160 $ | 1 | |||
| Marathon Petroleum Corp | MPC | → 0 | Stark | 278.365 $ | +278.365 $ | 1 | |||||
| AMAZON COM INC | AMZN | → 0 | Stark | 254.714 $ | -6.343 $ | -2,4 % | 1 | 261.057 $ | +261.057 $ | 1 | |
| JPMORGAN CHASE & CO | JPM | → 0 | Stark | 229.151 $ | -21.858 $ | -8,7 % | 1 | 251.009 $ | +251.009 $ | 1 | |
| HOME DEPOT, INC. | HD | → 0 | Stark | 230.552 $ | -10.662 $ | -4,4 % | 1 | 241.214 $ | +241.214 $ | 1 | |
| CHEVRON CORP | CVX | → 0 | Sehr stark | 223.659 $ | +223.659 $ | 1 | |||||
| 72.391.378 $ | +5.022.160 $ | +59,1 % | 28 | 72.644.317 $ | +64.708.104 $ | +74,1 % | 26 | ||||