| 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 | ||||
| 2.832.592.342 $ | +263.581.940 $ | +24.898,8 % | 8 | 3.226.147.647 $ | +672.581.124 $ | +210.543,0 % | 9 | 2.857.284.878 $ | +692.755.023 $ | +844.892,6 % | 8 | ||||
| iSHARES TRUST | → 0 | 678.483.459 $ | -23.351.211 $ | -3,3 % | 1 | 701.834.670 $ | +41.314.275 $ | +6,3 % | 1 | 660.520.395 $ | +38.181.018 $ | +6,1 % | 1 | ||
| UMB FINANCIAL CORP | UMBF | → 0 | Neutral | 532.771.799 $ | -20.550.354 $ | -3,7 % | 1 | 553.322.153 $ | +42.529.588 $ | +8,3 % | 1 | 510.792.565 $ | +53.009.527 $ | +11,6 % | 1 |
| ISHARES TR | → 0 | 462.988.530 $ | +462.756.290 $ | +199.257,8 % | 1 | 484.342.327 $ | +484.316.767 $ | +1.894.823,0 % | 1 | 462.055.517 $ | +462.048.681 $ | +6.759.050,3 % | 1 | ||
| Apple Inc. | AAPL | → 0 | Neutral | 307.272.436 $ | -26.285.919 $ | -7,9 % | 1 | 333.558.355 $ | +30.964.465 $ | +10,2 % | 1 | 302.593.890 $ | +55.158.254 $ | +22,3 % | 1 |
| Alphabet Inc. | GOOGL | → 0 | Neutral | 244.867.922 $ | -25.428.336 $ | -9,4 % | 1 | 270.296.258 $ | +69.073.180 $ | +34,3 % | 1 | 201.223.078 $ | +54.053.860 $ | +36,7 % | 1 |
| MICROSOFT CORP | MSFT | → 0 | Neutral | 191.236.485 $ | -60.848.989 $ | -24,1 % | 1 | 252.085.474 $ | -5.247.106 $ | -2,0 % | 1 | 257.332.580 $ | +7.818.791 $ | +3,1 % | 1 |
| NVIDIA CORP | NVDA | → 0 | Neutral | 232.029.783 $ | -17.674.508 $ | -7,1 % | 1 | 249.704.291 $ | -5.176.676 $ | -2,0 % | 1 | 254.880.967 $ | +36.736.906 $ | +16,8 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 182.941.928 $ | -25.035.033 $ | -12,0 % | 1 | 207.976.961 $ | +91.075 $ | +0,0 % | 1 | 207.885.886 $ | -14.252.014 $ | -6,4 % | 1 |
| Broadcom Inc. | AVGO | → 0 | Neutral | 173.027.158 $ | +14.715.556 $ | +9,3 % | 1 | ||||||||
| 2.832.592.342 $ | +263.581.940 $ | +24.898,8 % | 8 | 3.226.147.647 $ | +672.581.124 $ | +210.543,0 % | 9 | 2.857.284.878 $ | +692.755.023 $ | +844.892,6 % | 8 | ||||