| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 657.480.707 $ | +149.196.885 $ | +146.996,5 % | 7 | 907.281.895 $ | +305.876.549 $ | +4.318,7 % | 10 | 807.741.617 $ | +306.960.996 $ | +1.824,2 % | 8 | ||||
| iSHARES TRUST | → 0 | 181.434.090 $ | -37.776.927 $ | -17,2 % | 1 | 219.211.017 $ | +8.286.053 $ | +3,9 % | 1 | 210.924.964 $ | +17.020.297 $ | +8,8 % | 1 | ||
| ISHARES TR | → 0 | 154.178.828 $ | +153.283.128 $ | +17.113,2 % | 1 | 195.654.564 $ | +194.531.294 $ | +17.318,3 % | 1 | 191.852.225 $ | +189.479.404 $ | +7.985,4 % | 1 | ||
| COZAD ASSET MANAGEMENT INC | → 0 | 97.285.344 $ | -39.657.119 $ | -29,0 % | 1 | 136.942.463 $ | -16.808.733 $ | -10,9 % | 1 | 153.751.196 $ | +5.820.763 $ | +3,9 % | 1 | ||
| SCHWAB STRATEGIC TR | → 0 | 87.702.553 $ | +87.693.887 $ | +1.011.930,4 % | 1 | 69.384.695 $ | +69.115.441 $ | +25.669,2 % | 1 | 72.964.153 $ | +71.864.858 $ | +6.537,4 % | 1 | ||
| Ancora Advisors LLC | → 0 | 54.017.805 $ | -8.577.871 $ | -13,7 % | 1 | 62.595.676 $ | +40.275.371 $ | +180,4 % | 1 | ||||||
| Victory Portfolios II | → 0 | 41.722.475 $ | -9.620.177 $ | -18,7 % | 1 | 51.342.652 $ | +8.950.904 $ | +21,1 % | 1 | 42.391.748 $ | +2.202.061 $ | +5,5 % | 1 | ||
| NVIDIA CORP | NVDA | → 0 | Neutral | 48.859.502 $ | -1.653.601 $ | -3,3 % | 1 | 50.513.103 $ | +9.697.573 $ | +23,8 % | 1 | ||||
| Apple Inc. | AAPL | → 0 | Neutral | 49.241.438 $ | +3.088.554 $ | +6,7 % | 1 | 46.152.884 $ | +8.471.296 $ | +22,5 % | 1 | ||||
| JAMES INVESTMENT RESEARCH, INC. | → 0 | 41.139.612 $ | +3.851.964 $ | +10,3 % | 1 | 37.287.648 $ | +2.520.370 $ | +7,2 % | 1 | ||||||
| MICROSOFT CORP | MSFT | → 0 | Neutral | 36.762.240 $ | -2.429.104 $ | -6,2 % | 1 | 39.191.344 $ | +2.404.744 $ | +6,5 % | 1 | ||||
| 657.480.707 $ | +149.196.885 $ | +146.996,5 % | 7 | 907.281.895 $ | +305.876.549 $ | +4.318,7 % | 10 | 807.741.617 $ | +306.960.996 $ | +1.824,2 % | 8 | ||||