| Aktie | Ticker | Breite | GCS | 2026/Q2 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 169.512.567 $ | +157.189.831 $ | +671,1 % | 67 | ||||
| SCHWAB STRATEGIC TRUST | → 0 | 67.021.688 $ | +67.021.688 $ | 1 | |||
| VANGUARD WHITEHALL FDS | → 0 | 9.984.170 $ | +9.739.711 $ | +3.984,2 % | 1 | ||
| SPDR SERIES TRUST | → 0 | 8.815.397 $ | +8.815.397 $ | 1 | |||
| ISHARES TR | → 0 | 6.391.167 $ | +6.391.167 $ | 1 | |||
| CIBC Private Wealth Group LLC | → 0 | 5.996.274 $ | +5.996.274 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 5.677.797 $ | +5.677.797 $ | 1 | |||
| MAI Capital Management | → 0 | 4.974.756 $ | +4.974.756 $ | 1 | |||
| INVESCO QQQ TRUST, SERIES 1 | QQQ | → 0 | 4.895.816 $ | +4.895.816 $ | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 4.473.418 $ | +4.473.418 $ | 1 | |
| VANGUARD WORLD FUND | → 0 | 3.193.790 $ | +3.193.790 $ | 1 | |||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 3.136.212 $ | +3.136.212 $ | 1 | |||
| Alphabet Inc. | GOOGL | → 0 | Neutral | 3.042.421 $ | +3.042.421 $ | 1 | |
| THERMO FISHER SCIENTIFIC INC. | TMO | → 0 | Neutral | 2.898.864 $ | +2.898.864 $ | 1 | |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 2.685.626 $ | +2.685.626 $ | 1 | |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | → 0 | 2.031.246 $ | +2.031.246 $ | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 1.719.377 $ | +1.719.377 $ | 1 | |
| VANGUARD MUN BD FDS | → 0 | 1.713.448 $ | +1.281.383 $ | +296,6 % | 1 | ||
| VANGUARD STAR FDS | → 0 | 1.703.351 $ | +1.500.331 $ | +739,0 % | 1 | ||
| AMAZON COM INC | AMZN | → 0 | Stark | 1.682.919 $ | +1.682.919 $ | 1 | |
| KCM INVESTMENT ADVISORS LLC | → 0 | 1.675.681 $ | +1.675.681 $ | 1 | |||
| T ROWE PRICE EXCHANGE-TRADED | → 0 | 1.635.226 $ | -4.755.941 $ | -74,4 % | 1 | ||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 1.530.319 $ | +1.530.319 $ | 1 | |
| iSHARES TRUST | → 0 | 1.500.656 $ | +1.500.656 $ | 1 | |||
| COZAD ASSET MANAGEMENT INC | → 0 | 1.459.067 $ | +1.459.067 $ | 1 | |||
| ROYAL BANK OF CANADA | RY | → 0 | Sehr schwach | 1.405.740 $ | +1.405.740 $ | 1 | |
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Sehr stark | 1.299.598 $ | +1.299.598 $ | 1 | |
| Fidelity Wise Origin Bitcoin Fund | FBTC | → 0 | 1.297.923 $ | +1.297.923 $ | 1 | ||
| ZIM Integrated Shipping Services Ltd. | ZIM | → 0 | 1.157.338 $ | +1.157.338 $ | 1 | ||
| VANGUARD GROUP INC | → 0 | 980.067 $ | +980.067 $ | 1 | |||
| COPART INC | CPRT | → 0 | Stark | 789.320 $ | +789.320 $ | 1 | |
| CLOROX CO /DE/ | CLX | → 0 | Stark | 763.520 $ | +763.520 $ | 1 | |
| ADOBE INC. | ADBE | → 0 | Schwach | 658.319 $ | +658.319 $ | 1 | |
| Zoetis Inc. | ZTS | → 0 | Stark | 652.058 $ | +652.058 $ | 1 | |
| Meta Platforms, Inc. | META | → 0 | Neutral | 570.692 $ | +570.692 $ | 1 | |
| Duke Energy CORP | DUK | → 0 | Neutral | 512.599 $ | +512.599 $ | 1 | |
| Broadcom Inc. | AVGO | → 0 | Stark | 507.318 $ | +507.318 $ | 1 | |
| MCKESSON CORP | MCK | → 0 | Neutral | 456.382 $ | +456.382 $ | 1 | |
| Brighthouse Financial, Inc. | BHF | → 0 | Stark | 445.316 $ | +445.316 $ | 1 | |
| INVESCO EXCHANGE TRADED FD T | → 0 | 432.065 $ | -1.203.161 $ | -73,6 % | 1 | ||
| HEALTHPEAK PROPERTIES, INC. | DOC | → 0 | Stark | 430.268 $ | +430.268 $ | 1 | |
| Harbor ETF Trust | → 0 | 430.163 $ | +430.163 $ | 1 | |||
| FIRST BANCORP /NC/ | FBNC | → 0 | Stark | 421.043 $ | +421.043 $ | 1 | |
| NETFLIX INC | NFLX | → 0 | Neutral | 392.343 $ | +392.343 $ | 1 | |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | → 0 | Sehr schwach | 351.512 $ | +351.512 $ | 1 | |
| GENERAL MILLS INC | GIS | → 0 | Stark | 348.000 $ | +348.000 $ | 1 | |
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 337.374 $ | +337.374 $ | 1 | |
| Tesla, Inc. | TSLA | → 0 | Schwach | 317.132 $ | +317.132 $ | 1 | |
| Walmart Inc. | WMT | → 0 | Stark | 295.764 $ | +295.764 $ | 1 | |
| PFIZER INC | PFE | → 0 | Neutral | 284.995 $ | +284.995 $ | 1 | |
| Capital Group Dividend Value ETF | → 0 | 279.924 $ | +279.924 $ | 1 | |||
| EXXON MOBIL CORP | XOM | → 0 | Stark | 277.426 $ | +277.426 $ | 1 | |
| DELTA AIR LINES, INC. | DAL | → 0 | Sehr stark | 271.146 $ | +271.146 $ | 1 | |
| Palantir Technologies Inc. | PLTR | → 0 | Neutral | 261.691 $ | +261.691 $ | 1 | |
| abrdn Gold ETF Trust | SGOL | → 0 | 256.829 $ | +256.829 $ | 1 | ||
| Eaton Corp plc | ETN | → 0 | Neutral | 249.706 $ | +249.706 $ | 1 | |
| Bausch Health Companies Inc. | BHC | → 0 | Neutral | 247.042 $ | +247.042 $ | 1 | |
| UNITED PARCEL SERVICE INC | UPS | → 0 | Neutral | 246.068 $ | +246.068 $ | 1 | |
| VANGUARD TAX-MANAGED FDS | → 0 | 244.459 $ | -1.458.892 $ | -85,6 % | 1 | ||
| LOWES COMPANIES INC | LOW | → 0 | Neutral | 243.073 $ | +243.073 $ | 1 | |
| CONSOLIDATED EDISON INC | ED | → 0 | Sehr stark | 238.408 $ | +238.408 $ | 1 | |
| SELECT SECTOR SPDR TRUST | → 0 | 236.245 $ | +236.245 $ | 1 | |||
| HOME DEPOT, INC. | HD | → 0 | Stark | 225.234 $ | +225.234 $ | 1 | |
| MICRON TECHNOLOGY INC | MU | → 0 | Sehr stark | 225.087 $ | +225.087 $ | 1 | |
| VANGUARD SPECIALIZED FUNDS | → 0 | 203.020 $ | -1.510.428 $ | -88,2 % | 1 | ||
| DOMINION ENERGY, INC | D | → 0 | Neutral | 201.749 $ | +201.749 $ | 1 | |
| Wave Life Sciences, Inc. | WVE | → 0 | 188.825 $ | +188.825 $ | 1 | ||
| Opus Genetics, Inc. | IRD | → 0 | Schwach | 41.100 $ | +41.100 $ | 1 | |
| 169.512.567 $ | +157.189.831 $ | +671,1 % | 67 | ||||