| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 363.432.035 $ | +11.146.310 $ | 352.549.200 $ | +25.183.405 $ | 327.601.496 $ | +24.880.015 $ | 302.934.365 $ | +302.934.365 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 233.775.474 $ | +2.188.007 $ | 231.587.467 $ | +13.059.794 $ | 218.527.673 $ | +34.901.461 $ | 183.626.212 $ | +183.626.212 $ |
| MORGAN STANLEY | MS | 29.728.654 $ | +7.451.974 $ | 22.276.680 $ | +895.673 $ | 21.381.007 $ | -19.220.352 $ | 40.601.359 $ | +40.601.359 $ |
| APPFOLIO INC | APPF | 10.537.521 $ | +1.089.542 $ | 9.447.979 $ | +2.136.620 $ | 7.311.359 $ | -646.556 $ | 7.957.915 $ | +7.957.915 $ |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.077.441 $ | +228.078 $ | 1.849.363 $ | -7.596.213 $ | 9.445.576 $ | +755.874 $ | 8.689.702 $ | +8.689.702 $ | |
| HARBOUR INVESTMENTS, INC. | 8.034.777 $ | -152.557 $ | 8.187.334 $ | +7.565.724 $ | 621.610 $ | +44.453 $ | 577.157 $ | +577.157 $ | |
| BlackRock, Inc. | BLK | 5.960.845 $ | -1.289.356 $ | 7.250.201 $ | -640.329 $ | 7.890.530 $ | -208.982 $ | 8.099.512 $ | +8.099.512 $ |
| MICROSOFT CORP | MSFT | 7.517.230 $ | -462.510 $ | 7.979.740 $ | +433.338 $ | 7.546.402 $ | +1.867.355 $ | 5.679.047 $ | +5.679.047 $ |
| BARCLAYS PLC | BCS | 5.711.130 $ | +77.724 $ | 5.633.406 $ | +836.903 $ | 4.796.503 $ | +541.434 $ | 4.255.069 $ | +4.255.069 $ |
| JPMORGAN CHASE & CO | JPM | 5.565.502 $ | -124.177 $ | 5.689.679 $ | +4.241.248 $ | 1.448.431 $ | +185.788 $ | 1.262.643 $ | +1.262.643 $ |
| WELLS FARGO & COMPANY/MN | WFC | 1.815.570 $ | -96.642 $ | 1.912.212 $ | -3.624.647 $ | 5.536.859 $ | +422.932 $ | 5.113.927 $ | +5.113.927 $ |
| NVIDIA CORP | NVDA | 5.110.217 $ | -14.122 $ | 5.124.339 $ | +836.678 $ | 4.287.661 $ | +1.527.140 $ | 2.760.521 $ | +2.760.521 $ |
| ALPHA PRO TECH LTD | APT | 4.531.274 $ | +1.061.858 $ | 3.469.416 $ | +986.231 $ | 2.483.185 $ | +360.982 $ | 2.122.203 $ | +2.122.203 $ |
| Edwards Lifesciences Corp | EW | 4.055.087 $ | +448.970 $ | 3.606.117 $ | -21.185 $ | 3.627.302 $ | +250.821 $ | 3.376.481 $ | +3.376.481 $ |
| SPS COMMERCE INC | SPSC | 3.923.946 $ | +351.745 $ | 3.572.201 $ | +494.895 $ | 3.077.306 $ | +179.331 $ | 2.897.975 $ | +2.897.975 $ |
| BOEING CO | BA | 3.858.596 $ | -16.788 $ | 3.875.384 $ | +98.664 $ | 3.776.720 $ | +1.547.671 $ | 2.229.049 $ | +2.229.049 $ |
| AMAZON COM INC | AMZN | 3.707.890 $ | +200.481 $ | 3.507.409 $ | +57.723 $ | 3.449.686 $ | +633.079 $ | 2.816.607 $ | +2.816.607 $ |
| GOLDMAN SACHS GROUP INC | GS | 2.875.868 $ | -71.723 $ | 2.947.591 $ | +2.246.307 $ | 701.284 $ | +104.791 $ | 596.493 $ | +596.493 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 2.334.628 $ | +2.598 $ | 2.332.030 $ | +166.156 $ | 2.165.874 $ | -218.295 $ | 2.384.169 $ | +2.384.169 $ |
| GENERAL ELECTRIC CO | GE | 1.316.779 $ | +29.934 $ | 1.286.845 $ | +185.800 $ | 1.101.045 $ | +246.074 $ | 854.971 $ | +854.971 $ |
| CHEVRON CORP | CVX | 1.048.564 $ | -16.744 $ | 1.065.308 $ | +109.736 $ | 955.572 $ | -152.905 $ | 1.108.477 $ | +1.108.477 $ |
| EXXON MOBIL CORP | XOM | 1.095.122 $ | +71.664 $ | 1.023.458 $ | +65.737 $ | 957.721 $ | -85.799 $ | 1.043.520 $ | +1.043.520 $ |
| Walmart Inc. | WMT | 1.074.809 $ | +70.353 $ | 1.004.456 $ | +64.538 $ | 939.918 $ | +97.485 $ | 842.433 $ | +842.433 $ |
| JOHNSON & JOHNSON | JNJ | 1.057.515 $ | +104.642 $ | 952.873 $ | +160.406 $ | 792.467 $ | -77.198 $ | 869.665 $ | +869.665 $ |
| VERIZON COMMUNICATIONS INC | VZ | 879.627 $ | -116.907 $ | 996.534 $ | +29.766 $ | 966.768 $ | -44.745 $ | 1.011.513 $ | +1.011.513 $ |
| CITIGROUP INC | C | 796.167 $ | -148.981 $ | 945.148 $ | +110.211 $ | 834.937 $ | +1.205 $ | 833.732 $ | +833.732 $ |
| AMERICAN EXPRESS CO | AXP | 888.240 $ | +95.383 $ | 792.857 $ | +33.694 $ | 759.163 $ | +119.370 $ | 639.793 $ | +639.793 $ |
| RTX Corp | RTX | 882.881 $ | +82.829 $ | 800.052 $ | +100.379 $ | 699.673 $ | +67.224 $ | 632.449 $ | +632.449 $ |
| Walt Disney Co | DIS | 673.683 $ | -87.449 $ | 761.132 $ | -58.122 $ | 819.254 $ | +167.799 $ | 651.455 $ | +651.455 $ |
| ORACLE CORP | ORCL | 522.164 $ | -214.122 $ | 736.286 $ | +184.682 $ | 551.604 $ | +201.939 $ | 349.665 $ | +349.665 $ |
| AT&T INC. | T | 455.704 $ | -176.256 $ | 631.960 $ | -55.509 $ | 687.469 $ | +9.336 $ | 678.133 $ | +678.133 $ |
| Eaton Corp plc | ETN | 533.186 $ | -98.548 $ | 631.734 $ | +14.141 $ | 617.593 $ | +147.599 $ | 469.994 $ | +469.994 $ |
| IREN Ltd | IREN | 472.125 $ | -124.402 $ | 596.527 $ | +389.648 $ | 206.879 $ | +206.879 $ | ||
| UNITEDHEALTH GROUP INC | UNH | 577.113 $ | -15.088 $ | 592.201 $ | +302.304 $ | 289.897 $ | +23.832 $ | 266.065 $ | +266.065 $ |
| AMGEN INC | AMGN | 588.831 $ | +110.220 $ | 478.611 $ | +6.188 $ | 472.423 $ | -49.735 $ | 522.158 $ | +522.158 $ |
| ELI LILLY & Co | LLY | 565.117 $ | +163.779 $ | 401.338 $ | +13.132 $ | 388.206 $ | -20.619 $ | 408.825 $ | +408.825 $ |
| PRINCIPAL SECURITIES, INC. | 516.752 $ | +41.741 $ | 475.011 $ | +475.011 $ | |||||
| PROCTER & GAMBLE Co | PG | 405.997 $ | -56.182 $ | 462.179 $ | +4.931 $ | 457.248 $ | -22.655 $ | 479.903 $ | +479.903 $ |
| Phillips 66 | PSX | 409.842 $ | -22.168 $ | 432.010 $ | +31.274 $ | 400.736 $ | -53.307 $ | 454.043 $ | +454.043 $ |
| Aon plc | AON | 371.609 $ | -1.757 $ | 373.366 $ | -188 $ | 373.554 $ | -71.461 $ | 445.015 $ | +445.015 $ |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 310.342 $ | -85.983 $ | 396.325 $ | +18.567 $ | 377.758 $ | +23.569 $ | 354.189 $ | +354.189 $ | |
| YUM BRANDS INC | YUM | 387.558 $ | +4.691 $ | 382.867 $ | +10.807 $ | 372.060 $ | -22.892 $ | 394.952 $ | +394.952 $ |
| ALLIANT ENERGY CORP | LNT | 392.595 $ | +392.595 $ | ||||||
| PEPSICO INC | PEP | 339.521 $ | +9.252 $ | 330.269 $ | -10.483 $ | 340.752 $ | -35.398 $ | 376.150 $ | +376.150 $ |
| UNITED PARCEL SERVICE INC | UPS | 284.042 $ | +37.159 $ | 246.883 $ | -65.185 $ | 312.068 $ | -27.649 $ | 339.717 $ | +339.717 $ |
| Public Storage | PSA | 283.632 $ | -32.657 $ | 316.289 $ | -4.417 $ | 320.706 $ | -6.117 $ | 326.823 $ | +326.823 $ |
| STANTEC INC | STN | 282.891 $ | -40.401 $ | 323.292 $ | -2.531 $ | 325.823 $ | +77.469 $ | 248.354 $ | +248.354 $ |
| 3M CO | MMM | 318.574 $ | +9.790 $ | 308.784 $ | +8.591 $ | 300.193 $ | +10.902 $ | 289.291 $ | +289.291 $ |
| KITE REALTY GROUP TRUST | KRG | 294.232 $ | -10.832 $ | 305.064 $ | -4.675 $ | 309.739 $ | -7.333 $ | 317.072 $ | +317.072 $ |
| COCA COLA CO | KO | 304.738 $ | +15.948 $ | 288.790 $ | -22.156 $ | 310.946 $ | -2.821 $ | 313.767 $ | +313.767 $ |
| NETFLIX INC | NFLX | 234.588 $ | -72.336 $ | 306.924 $ | -2.415 $ | 309.339 $ | +102.317 $ | 207.022 $ | +207.022 $ |
| Mastercard Inc | MA | 301.425 $ | +524 $ | 300.901 $ | +8.692 $ | 292.209 $ | +14.860 $ | 277.349 $ | +277.349 $ |
| CATERPILLAR INC | CAT | 289.299 $ | +19.232 $ | 270.067 $ | +51.117 $ | 218.950 $ | +218.950 $ | ||
| CONOCOPHILLIPS | COP | 259.674 $ | -14.921 $ | 274.595 $ | +31.489 $ | 243.106 $ | -45.489 $ | 288.595 $ | +288.595 $ |
| NASDAQ, INC. | NDAQ | 285.465 $ | +26.926 $ | 258.539 $ | -2.746 $ | 261.285 $ | +39.774 $ | 221.511 $ | +221.511 $ |
| FLUOR CORP | FLR | 281.985 $ | +281.985 $ | ||||||
| PFIZER INC | PFE | 278.606 $ | +35.603 $ | 243.003 $ | -3.203 $ | 246.206 $ | -16.494 $ | 262.700 $ | +262.700 $ |
| AbbVie Inc. | ABBV | 276.296 $ | -447 $ | 276.743 $ | +61.010 $ | 215.733 $ | -51.662 $ | 267.395 $ | +267.395 $ |
| INTEL CORP | INTC | 265.043 $ | +24.280 $ | 240.763 $ | +27.879 $ | 212.884 $ | +212.884 $ | ||
| MCDONALDS CORP | MCD | 245.574 $ | -425 $ | 245.999 $ | +11.825 $ | 234.174 $ | -14.316 $ | 248.490 $ | +248.490 $ |
| ISHARES GOLD TRUST | IAU | 247.000 $ | +31.965 $ | 215.035 $ | +215.035 $ | ||||
| ADVANCED MICRO DEVICES INC | AMD | 246.498 $ | +246.498 $ | ||||||
| Palo Alto Networks Inc | PANW | 209.435 $ | -21.674 $ | 231.109 $ | -9.343 $ | 240.452 $ | +240.452 $ | ||
| Duke Energy CORP | DUK | 216.897 $ | -13.216 $ | 230.113 $ | +12.462 $ | 217.651 $ | -6.957 $ | 224.608 $ | +224.608 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 216.885 $ | -1.232 $ | 218.117 $ | +15.140 $ | 202.977 $ | +202.977 $ | ||
| PALATIN TECHNOLOGIES INC | PTNT | 208.323 $ | -5.108 $ | 213.431 $ | +213.431 $ | ||||
| WOLVERINE TRADING, LLC | 206.596 $ | +206.596 $ | |||||||
| DYNEX CAPITAL INC | DX | 199.425 $ | +26.036 $ | 173.389 $ | +19.700 $ | 153.689 $ | -1.957 $ | 155.646 $ | +155.646 $ |
| TORM plc | TRMD | 166.600 $ | +166.600 $ | ||||||
| Bitfarms Ltd | BITF | 56.879 $ | +56.879 $ | ||||||
| 363.432.035 $ | +11.146.310 $ | 352.549.200 $ | +25.183.405 $ | 327.601.496 $ | +24.880.015 $ | 302.934.365 $ | +302.934.365 $ | ||
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