| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 307.296.445 $ | -1.412.199 $ | 308.708.644 $ | +16.535.041 $ | 292.173.603 $ | +34.401.089 $ | 268.457.062 $ | +268.457.062 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 130.334.986 $ | -1.879.078 $ | 132.214.064 $ | +4.338.723 $ | 127.875.341 $ | +15.673.149 $ | 112.202.192 $ | +112.202.192 $ |
| ISHARES GOLD TRUST | IAU | 24.202.946 $ | +2.415.099 $ | 21.787.847 $ | +3.210.366 $ | 18.577.481 $ | +933.288 $ | 17.644.193 $ | +17.644.193 $ |
| Duke Energy CORP | DUK | 13.139.965 $ | -411.958 $ | 13.551.923 $ | +1.139.646 $ | 12.412.277 $ | +1.280.277 $ | 11.132.000 $ | +11.132.000 $ |
| SEMPRA | SRE | 13.020.638 $ | -130.267 $ | 13.150.905 $ | +2.061.010 $ | 11.089.895 $ | +221.335 $ | 10.868.560 $ | +10.868.560 $ |
| BlackRock, Inc. | BLK | 13.041.967 $ | +1.275.163 $ | 11.766.804 $ | +635.311 $ | 11.131.493 $ | +529.851 $ | 10.601.642 $ | +10.601.642 $ |
| Walmart Inc. | WMT | 8.549.071 $ | -4.103.937 $ | 12.653.008 $ | +1.579.850 $ | 11.073.158 $ | +2.187.334 $ | 8.885.824 $ | +8.885.824 $ |
| JPMORGAN CHASE & CO | JPM | 9.226.174 $ | -1.728.529 $ | 10.954.703 $ | -1.154.416 $ | 12.109.119 $ | +1.618.495 $ | 10.490.624 $ | +10.490.624 $ |
| LOCKHEED MARTIN CORP | LMT | 11.249.266 $ | -203.302 $ | 11.452.568 $ | +1.993.735 $ | 9.458.833 $ | +996.080 $ | 8.462.753 $ | +8.462.753 $ |
| MICROSOFT CORP | MSFT | 8.826.411 $ | -1.948.787 $ | 10.775.198 $ | -311.262 $ | 11.086.460 $ | +3.601.487 $ | 7.484.973 $ | +7.484.973 $ |
| TARGET CORP | TGT | 5.301.655 $ | +617.913 $ | 4.683.742 $ | -434.483 $ | 5.118.225 $ | -5.680.386 $ | 10.798.611 $ | +10.798.611 $ |
| GARMIN LTD | GRMN | 10.546.936 $ | +1.533.659 $ | 9.013.277 $ | +1.525.810 $ | 7.487.467 $ | +1.112.355 $ | 6.375.112 $ | +6.375.112 $ |
| AMAZON COM INC | AMZN | 10.454.530 $ | +3.133.407 $ | 7.321.123 $ | +1.621.810 $ | 5.699.313 $ | +1.930.072 $ | 3.769.241 $ | +3.769.241 $ |
| Medtronic plc | MDT | 8.023.161 $ | +179.450 $ | 7.843.711 $ | -2.414.352 $ | 10.258.063 $ | +273.888 $ | 9.984.175 $ | +9.984.175 $ |
| APPFOLIO INC | APPF | 9.934.458 $ | +638.842 $ | 9.295.616 $ | +1.728.915 $ | 7.566.701 $ | +793.523 $ | 6.773.178 $ | +6.773.178 $ |
| NVIDIA CORP | NVDA | 7.180.637 $ | +115.034 $ | 7.065.603 $ | +498.117 $ | 6.567.486 $ | +3.357.487 $ | 3.209.999 $ | +3.209.999 $ |
| AT&T INC. | T | 5.887.712 $ | +5.887.712 $ | ||||||
| VERIZON COMMUNICATIONS INC | VZ | 4.693.707 $ | -351.114 $ | 5.044.821 $ | +119.999 $ | 4.924.822 $ | -568.001 $ | 5.492.823 $ | +5.492.823 $ |
| PEPSICO INC | PEP | 5.415.858 $ | +178.862 $ | 5.236.996 $ | +343.594 $ | 4.893.402 $ | +4.893.402 $ | ||
| CHEVRON CORP | CVX | 3.605.072 $ | -1.600.834 $ | 5.205.906 $ | +427.944 $ | 4.777.962 $ | +120.608 $ | 4.657.354 $ | +4.657.354 $ |
| PFIZER INC | PFE | 4.971.983 $ | -114.554 $ | 5.086.537 $ | +321.356 $ | 4.765.181 $ | +234.187 $ | 4.530.994 $ | +4.530.994 $ |
| UNITED PARCEL SERVICE INC | UPS | 4.983.827 $ | +787.783 $ | 4.196.044 $ | -665.635 $ | 4.861.679 $ | +906.219 $ | 3.955.460 $ | +3.955.460 $ |
| CVS HEALTH Corp | CVS | 4.796.836 $ | +4.796.836 $ | ||||||
| PROCTER & GAMBLE Co | PG | 380.775 $ | -27.473 $ | 408.248 $ | -30.997 $ | 439.245 $ | -13.561 $ | 452.806 $ | +452.806 $ |
| SPS COMMERCE INC | SPSC | 212.422 $ | +212.422 $ | ||||||
| 307.296.445 $ | -1.412.199 $ | 308.708.644 $ | +16.535.041 $ | 292.173.603 $ | +34.401.089 $ | 268.457.062 $ | +268.457.062 $ | ||
Erweiterte Einstellungen
×