| Aktie | Ticker | 2025/Q4 | 2025/Q3 | ||
|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 196.308.516 $ | +8.374.609 $ | 188.156.906 $ | +188.156.906 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 119.060.559 $ | +6.674.707 $ | 112.385.852 $ | +112.385.852 $ |
| MORGAN STANLEY | MS | 25.076.618 $ | +505.429 $ | 24.571.189 $ | +24.571.189 $ |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.749.233 $ | +517.159 $ | 12.232.074 $ | +12.232.074 $ | |
| ISHARES GOLD TRUST | IAU | 8.568.330 $ | -896.085 $ | 9.464.415 $ | +9.464.415 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 7.858.083 $ | -109.736 $ | 7.967.819 $ | +7.967.819 $ |
| BlackRock, Inc. | BLK | 3.592.895 $ | +12.379 $ | 3.580.516 $ | +3.580.516 $ |
| APPFOLIO INC | APPF | 3.098.788 $ | +205.654 $ | 2.893.134 $ | +2.893.134 $ |
| ALPHA PRO TECH LTD | APT | 2.696.808 $ | +607.103 $ | 2.089.705 $ | +2.089.705 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 2.667.023 $ | +2.734 $ | 2.664.289 $ | +2.664.289 $ |
| BARCLAYS PLC | BCS | 2.014.917 $ | -115.933 $ | 2.130.850 $ | +2.130.850 $ |
| UNITED PARCEL SERVICE INC | UPS | 1.502.217 $ | +270.852 $ | 1.231.365 $ | +1.231.365 $ |
| JPMORGAN CHASE & CO | JPM | 1.131.137 $ | +26.574 $ | 1.104.563 $ | +1.104.563 $ |
| GOLDMAN SACHS GROUP INC | GS | 842.689 $ | +84.046 $ | 758.643 $ | +758.643 $ |
| AMAZON COM INC | AMZN | 821.262 $ | +44.199 $ | 777.063 $ | +777.063 $ |
| TRUIST FINANCIAL CORP | TFC | 664.231 $ | +245.441 $ | 418.790 $ | +418.790 $ |
| ELI LILLY & Co | LLY | 474.890 $ | +139.300 $ | 335.590 $ | +335.590 $ |
| MICROSOFT CORP | MSFT | 445.240 $ | -20.692 $ | 465.932 $ | +465.932 $ |
| Parker-Hannifin Corp | PH | 415.985 $ | +57.175 $ | 358.810 $ | +358.810 $ |
| SPS COMMERCE INC | SPSC | 393.140 $ | +32.338 $ | 360.802 $ | +360.802 $ |
| Mastercard Inc | MA | 337.042 $ | +3.054 $ | 333.988 $ | +333.988 $ |
| AbbVie Inc. | ABBV | 329.903 $ | -4.853 $ | 334.756 $ | +334.756 $ |
| ORACLE CORP | ORCL | 214.814 $ | -94.733 $ | 309.547 $ | +309.547 $ |
| Duke Energy CORP | DUK | 293.143 $ | -16.232 $ | 309.375 $ | +309.375 $ |
| LINDE PLC | LIN | 226.272 $ | -24.842 $ | 251.114 $ | +251.114 $ |
| AT&T INC. | T | 205.642 $ | -25.659 $ | 231.301 $ | +231.301 $ |
| JOHNSON & JOHNSON | JNJ | 226.759 $ | +226.759 $ | ||
| NETFLIX INC | NFLX | 222.999 $ | +222.999 $ | ||
| Walt Disney Co | DIS | 211.496 $ | -9.029 $ | 220.525 $ | +220.525 $ |
| LendingClub Corp | LC | 189.400 $ | +37.500 $ | 151.900 $ | +151.900 $ |
| 196.308.516 $ | +8.374.609 $ | 188.156.906 $ | +188.156.906 $ | ||
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