| 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 | ||||
| 52.160.839 $ | +16.835.650 $ | +19.043,5 % | 10 | 36.600.374 $ | +415.694 $ | +3,2 % | 8 | 33.831.547 $ | +33.831.547 $ | 7 | |||||
| Ancora Advisors LLC | → 0 | 8.693.877 $ | +2.176.507 $ | +33,4 % | 1 | 6.517.370 $ | -315.335 $ | -4,6 % | 1 | 6.832.705 $ | +6.832.705 $ | 1 | |||
| Capital Group Dividend Value ETF | → 0 | 7.765.760 $ | +1.647.332 $ | +26,9 % | 1 | 6.118.428 $ | +50.484 $ | +0,8 % | 1 | 6.067.944 $ | +6.067.944 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 6.695.681 $ | +2.153.154 $ | +47,4 % | 1 | 4.542.527 $ | -147.719 $ | -3,1 % | 1 | 4.690.246 $ | +4.690.246 $ | 1 | |||
| NVIDIA CORP | NVDA | → 0 | Neutral | 5.428.708 $ | +971.770 $ | +21,8 % | 1 | 4.456.938 $ | -119.717 $ | -2,6 % | 1 | 4.576.655 $ | +4.576.655 $ | 1 | |
| SMITH SHELLNUT WILSON LLC /ADV | → 0 | 5.051.491 $ | +5.048.833 $ | +189.948,6 % | 1 | ||||||||||
| Apple Inc. | AAPL | → 0 | Neutral | 4.852.770 $ | +554.710 $ | +12,9 % | 1 | 4.298.060 $ | +106.917 $ | +2,6 % | 1 | 4.191.143 $ | +4.191.143 $ | 1 | |
| Wealth Advisory Solutions, LLC | → 0 | 4.729.202 $ | +869.193 $ | +22,5 % | 1 | 3.860.009 $ | +710.618 $ | +22,6 % | 1 | 3.149.391 $ | +3.149.391 $ | 1 | |||
| TRUIST FINANCIAL CORP | TFC | → 0 | Stark | 4.109.687 $ | -213.776 $ | -4,9 % | 1 | 4.323.463 $ | +4.323.463 $ | 1 | |||||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 3.711.356 $ | +1.014.001 $ | +37,6 % | 1 | 2.697.355 $ | +344.222 $ | +14,6 % | 1 | ||||
| VANGUARD GROUP INC | → 0 | 2.641.760 $ | +1.908.645 $ | +260,3 % | 1 | ||||||||||
| Tesla, Inc. | TSLA | → 0 | Neutral | 2.590.234 $ | +491.505 $ | +23,4 % | 1 | ||||||||
| 52.160.839 $ | +16.835.650 $ | +19.043,5 % | 10 | 36.600.374 $ | +415.694 $ | +3,2 % | 8 | 33.831.547 $ | +33.831.547 $ | 7 | |||||