| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 631.075.892 $ | -2.700.660 $ | 635.019.170 $ | +44.192.452 $ | 591.357.561 $ | +12.299.188 $ | 580.699.526 $ | +580.699.526 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 513.545.067 $ | -5.637.312 $ | 519.182.379 $ | +31.567.096 $ | 487.615.283 $ | +8.901.310 $ | 478.713.973 $ | +478.713.973 $ |
| BlackRock, Inc. | BLK | 103.294.526 $ | +4.357.425 $ | 98.937.101 $ | +10.776.885 $ | 88.160.216 $ | +6.662.648 $ | 81.497.568 $ | +81.497.568 $ |
| ISHARES GOLD TRUST | IAU | 7.282.167 $ | -1.263.287 $ | 8.545.454 $ | +961.168 $ | 7.584.286 $ | -1.269.855 $ | 8.854.141 $ | +8.854.141 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 389.624 $ | +18.010 $ | 371.614 $ | -999.247 $ | 1.370.861 $ | +1.370.861 $ | ||
| ALPHA PRO TECH LTD | APT | 582.837 $ | +341.587 $ | 241.250 $ | -1.047.228 $ | 1.288.478 $ | +1.288.478 $ | ||
| APPFOLIO INC | APPF | 1.016.533 $ | +18.608 $ | 997.925 $ | +296.234 $ | 701.691 $ | -536.233 $ | 1.237.924 $ | +1.237.924 $ |
| LINDE PLC | LIN | 921.002 $ | -104.998 $ | 1.026.000 $ | +12.102 $ | 1.013.898 $ | +8.116 $ | 1.005.782 $ | +1.005.782 $ |
| BOSTON SCIENTIFIC CORP | BSX | 908.424 $ | +908.424 $ | ||||||
| MICROSOFT CORP | MSFT | 380.125 $ | -71.527 $ | 451.652 $ | +17.910 $ | 433.742 $ | -467.194 $ | 900.936 $ | +900.936 $ |
| NATIONAL FUEL GAS CO | NFG | 707.810 $ | -128.693 $ | 836.503 $ | +69.369 $ | 767.134 $ | +314.563 $ | 452.571 $ | +452.571 $ |
| GOLDMAN SACHS GROUP INC | GS | 765.366 $ | +765.366 $ | ||||||
| PAYCHEX INC | PAYX | 488.263 $ | -63.460 $ | 551.723 $ | -81.392 $ | 633.115 $ | -20.569 $ | 653.684 $ | +653.684 $ |
| Mastercard Inc | MA | 652.380 $ | +652.380 $ | ||||||
| NVIDIA CORP | NVDA | 366.473 $ | -280.027 $ | 646.500 $ | +71.258 $ | 575.242 $ | +136.953 $ | 438.289 $ | +438.289 $ |
| EXXON MOBIL CORP | XOM | 314.809 $ | -211.832 $ | 526.641 $ | +23.122 $ | 503.519 $ | -140.234 $ | 643.753 $ | +643.753 $ |
| AMAZON COM INC | AMZN | 602.209 $ | -2.487 $ | 604.696 $ | +151.217 $ | 453.479 $ | +48.035 $ | 405.444 $ | +405.444 $ |
| MERCER GLOBAL ADVISORS INC /ADV | 530.843 $ | +530.843 $ | |||||||
| NOTTINGHAM ADVISORS, INC. | 1 $ | -1 $ | 2 $ | -351.802 $ | 351.804 $ | -136.254 $ | 488.058 $ | +488.058 $ | |
| JPMORGAN CHASE & CO | JPM | 483.008 $ | +9.232 $ | 473.776 $ | +38.331 $ | 435.445 $ | -40.682 $ | 476.127 $ | +476.127 $ |
| JOHNSON & JOHNSON | JNJ | 217.504 $ | -62.666 $ | 280.170 $ | +49.365 $ | 230.805 $ | -131.721 $ | 362.526 $ | +362.526 $ |
| AT&T INC. | T | 239.631 $ | -32.800 $ | 272.431 $ | -6.753 $ | 279.184 $ | +279.184 $ | ||
| SPS COMMERCE INC | SPSC | 270.157 $ | +33.304 $ | 236.853 $ | -31.405 $ | 268.258 $ | +268.258 $ | ||
| VERIZON COMMUNICATIONS INC | VZ | 224.178 $ | -17.723 $ | 241.901 $ | +3.743 $ | 238.158 $ | +238.158 $ | ||
| KLA CORP | KLAC | 227.220 $ | +25.522 $ | 201.698 $ | +201.698 $ | ||||
| REDWOOD TRUST INC | RWT | 80.349 $ | +80.349 $ | ||||||
| 631.075.892 $ | -2.700.660 $ | 635.019.170 $ | +44.192.452 $ | 591.357.561 $ | +12.299.188 $ | 580.699.526 $ | +580.699.526 $ | ||
Erweiterte Einstellungen
×