| 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 | ||||
| 49.289.394 $ | +8.733.877 $ | +4,1 % | 13 | 40.555.517 $ | +3.288.818 $ | +5,1 % | 7 | 38.190.207 $ | +38.190.207 $ | 7 | |||||
| SPDR SERIES TRUST | → 0 | 36.460.217 $ | +5.298.572 $ | +17,0 % | 1 | 31.161.645 $ | +2.030.719 $ | +7,0 % | 1 | 29.130.926 $ | +29.130.926 $ | 1 | |||
| Ancora Advisors LLC | → 0 | 3.770.411 $ | +974.025 $ | +34,8 % | 1 | 2.796.386 $ | +344.655 $ | +14,1 % | 1 | 2.451.731 $ | +2.451.731 $ | 1 | |||
| iSHARES TRUST | → 0 | 3.184.779 $ | +114.177 $ | +3,7 % | 1 | 3.070.602 $ | +325.879 $ | +11,9 % | 1 | 2.744.723 $ | +2.744.723 $ | 1 | |||
| BlackRock Finance, Inc. | → 0 | 3.017.005 $ | +380.837 $ | +14,4 % | 1 | 2.636.168 $ | +202.331 $ | +8,3 % | 1 | 2.433.837 $ | +2.433.837 $ | 1 | |||
| Apple Inc. | AAPL | → 0 | Neutral | 923.508 $ | +923.508 $ | 1 | |||||||||
| Energy Transfer LP | ET | → 0 | 461.244 $ | +461.244 $ | 1 | ||||||||||
| ENTERPRISE PRODUCTS PARTNERS L.P. | EPD | → 0 | 458.066 $ | +458.066 $ | 1 | ||||||||||
| SCHWAB STRATEGIC TRUST | → 0 | 203.989 $ | -211.632 $ | -50,9 % | 1 | 415.621 $ | +415.621 $ | 1 | |||||||
| ONEOK INC /NEW/ | OKE | → 0 | Stark | 369.495 $ | +369.495 $ | 1 | |||||||||
| AbbVie Inc. | ABBV | → 0 | Neutral | 316.060 $ | +316.060 $ | 1 | |||||||||
| JOHNSON & JOHNSON | JNJ | → 0 | Neutral | 309.598 $ | +309.598 $ | 1 | |||||||||
| Mastercard Inc | MA | → 0 | Neutral | 251.664 $ | +7.330 $ | +3,0 % | 1 | 244.334 $ | -33.114 $ | -11,9 % | 1 | 277.448 $ | +277.448 $ | 1 | |
| BlackRock Fund Advisors | → 0 | 246.182 $ | +15.421 $ | +6,7 % | 1 | 230.761 $ | +2.727 $ | +1,2 % | 1 | 228.034 $ | +228.034 $ | 1 | |||
| CHEVRON CORP | CVX | → 0 | Sehr stark | 240.684 $ | +240.684 $ | 1 | |||||||||
| 49.289.394 $ | +8.733.877 $ | +4,1 % | 13 | 40.555.517 $ | +3.288.818 $ | +5,1 % | 7 | 38.190.207 $ | +38.190.207 $ | 7 | |||||