| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 258.835.347 $ | +6.076.070 $ | 252.974.356 $ | +17.556.183 $ | 236.676.033 $ | +24.552.455 $ | 212.380.450 $ | +212.380.450 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 97.579.476 $ | -350.709 $ | 97.930.185 $ | -121.892 $ | 98.052.077 $ | +5.976.802 $ | 92.075.275 $ | +92.075.275 $ |
| APPFOLIO INC | APPF | 33.770.914 $ | +2.143.850 $ | 31.627.064 $ | +6.014.726 $ | 25.612.338 $ | -2.123.414 $ | 27.735.752 $ | +27.735.752 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 24.519.013 $ | -598.579 $ | 25.117.592 $ | +5.955.226 $ | 19.162.366 $ | +7.793.855 $ | 11.368.511 $ | +11.368.511 $ |
| AMAZON COM INC | AMZN | 22.463.177 $ | +1.073.765 $ | 21.389.412 $ | -637.125 $ | 22.026.537 $ | +2.775.840 $ | 19.250.697 $ | +19.250.697 $ |
| MORGAN STANLEY | MS | 16.890.467 $ | +841.080 $ | 16.049.387 $ | +47.400 $ | 16.001.987 $ | +1.059.368 $ | 14.942.619 $ | +14.942.619 $ |
| NVIDIA CORP | NVDA | 11.421.266 $ | +118.617 $ | 11.302.649 $ | +2.113.477 $ | 9.189.172 $ | +3.309.013 $ | 5.880.159 $ | +5.880.159 $ |
| MICROSOFT CORP | MSFT | 9.006.494 $ | -552.558 $ | 9.559.052 $ | -269.272 $ | 9.828.324 $ | +2.560.632 $ | 7.267.692 $ | +7.267.692 $ |
| ALPHA PRO TECH LTD | APT | 7.741.173 $ | +1.704.382 $ | 6.036.791 $ | +1.079.204 $ | 4.957.587 $ | +646.279 $ | 4.311.308 $ | +4.311.308 $ |
| GOLDMAN SACHS GROUP INC | GS | 5.169.282 $ | +825.959 $ | 4.343.323 $ | +278.376 $ | 4.064.947 $ | +776.404 $ | 3.288.543 $ | +3.288.543 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 3.506.989 $ | -628 $ | 3.507.617 $ | +101.884 $ | 3.405.733 $ | -328.185 $ | 3.733.918 $ | +3.733.918 $ |
| KB HOME | KBH | 2.273.336 $ | -316.609 $ | 2.589.945 $ | +487.550 $ | 2.102.395 $ | +22.500 $ | 2.079.895 $ | +2.079.895 $ |
| Eaton Corp plc | ETN | 2.097.070 $ | -329.567 $ | 2.426.637 $ | +185.097 $ | 2.241.540 $ | +742.669 $ | 1.498.871 $ | +1.498.871 $ |
| ELI LILLY & Co | LLY | 2.248.231 $ | +685.607 $ | 1.562.624 $ | +11.359 $ | 1.551.265 $ | -112.944 $ | 1.664.209 $ | +1.664.209 $ |
| BARCLAYS PLC | BCS | 2.193.718 $ | +55.749 $ | 2.137.969 $ | -104.037 $ | 2.242.006 $ | +319.641 $ | 1.922.365 $ | +1.922.365 $ |
| SYNOPSYS INC | SNPS | 1.721.524 $ | -37.411 $ | 1.758.935 $ | -194.376 $ | 1.953.311 $ | +289.373 $ | 1.663.938 $ | +1.663.938 $ |
| HUBSPOT INC | HUBS | 1.194.269 $ | -110.893 $ | 1.305.162 $ | -158.775 $ | 1.463.937 $ | +394.482 $ | 1.069.455 $ | +1.069.455 $ |
| UNITEDHEALTH GROUP INC | UNH | 1.223.388 $ | -50.078 $ | 1.273.466 $ | +512.259 $ | 761.207 $ | -524.599 $ | 1.285.806 $ | +1.285.806 $ |
| JPMORGAN CHASE & CO | JPM | 1.153.592 $ | +24.840 $ | 1.128.752 $ | +62.220 $ | 1.066.532 $ | +170.241 $ | 896.291 $ | +896.291 $ |
| BOSTON SCIENTIFIC CORP | BSX | 215.079 $ | -916.163 $ | 1.131.242 $ | -4.869 $ | 1.136.111 $ | +1.136.111 $ | ||
| iShares Bitcoin Trust ETF | IBIT | 860.683 $ | -266.092 $ | 1.126.775 $ | +529.243 $ | 597.532 $ | +140.573 $ | 456.959 $ | +456.959 $ |
| EXXON MOBIL CORP | XOM | 714.940 $ | +45.092 $ | 669.848 $ | -321.157 $ | 991.005 $ | -102.318 $ | 1.093.323 $ | +1.093.323 $ |
| Monster Beverage Corp | MNST | 976.776 $ | +119.247 $ | 857.529 $ | +59.495 $ | 798.034 $ | +52.489 $ | 745.545 $ | +745.545 $ |
| INTEL CORP | INTC | 934.419 $ | +200.680 $ | 733.739 $ | +243.851 $ | 489.888 $ | -6.780 $ | 496.668 $ | +496.668 $ |
| ADVANCED MICRO DEVICES INC | AMD | 871.203 $ | +194.112 $ | 677.091 $ | +677.091 $ | ||||
| Mastercard Inc | MA | 871.163 $ | +9.985 $ | 861.178 $ | +547.054 $ | 314.124 $ | +26.909 $ | 287.215 $ | +287.215 $ |
| Palo Alto Networks Inc | PANW | 281.826 $ | -40.301 $ | 322.127 $ | -507.074 $ | 829.201 $ | +111.148 $ | 718.053 $ | +718.053 $ |
| INTUITIVE SURGICAL INC | ISRG | 586.183 $ | +126.431 $ | 459.752 $ | -318.955 $ | 778.707 $ | +50.165 $ | 728.542 $ | +728.542 $ |
| FIRST TRUST ADVISORS LP | 528.892 $ | +11.770 $ | 517.122 $ | -203.337 $ | 720.459 $ | +289.335 $ | 431.124 $ | +431.124 $ | |
| ORACLE CORP | ORCL | 496.826 $ | -211.055 $ | 707.881 $ | +707.881 $ | ||||
| MCKESSON CORP | MCK | 687.403 $ | +40.014 $ | 647.389 $ | +33.319 $ | 614.070 $ | +50.104 $ | 563.966 $ | +563.966 $ |
| RAYMOND JAMES FINANCIAL INC | RJF | 684.492 $ | +13.595 $ | 670.897 $ | -4.571 $ | 675.468 $ | +70.210 $ | 605.258 $ | +605.258 $ |
| SHERWIN WILLIAMS CO | SHW | 616.675 $ | -20.597 $ | 637.272 $ | +637.272 $ | ||||
| Parker-Hannifin Corp | PH | 606.482 $ | +72.744 $ | 533.738 $ | +533.738 $ | ||||
| ASML HOLDING NV | ASML | 561.677 $ | +54.398 $ | 507.279 $ | +507.279 $ | ||||
| Vertiv Holdings Co | VRT | 524.264 $ | +524.264 $ | ||||||
| CITIGROUP INC | C | 240.935 $ | -259.327 $ | 500.262 $ | -4.753 $ | 505.015 $ | +11.694 $ | 493.321 $ | +493.321 $ |
| PROCTER & GAMBLE Co | PG | 437.015 $ | -60.782 $ | 497.797 $ | +497.797 $ | ||||
| Medtronic plc | MDT | 461.042 $ | -31.391 $ | 492.433 $ | +492.433 $ | ||||
| COMMONWEALTH EQUITY SERVICES, LLC | 450.326 $ | +450.326 $ | |||||||
| Walmart Inc. | WMT | 339.021 $ | +25.409 $ | 313.612 $ | -6.226 $ | 319.838 $ | +39.876 $ | 279.962 $ | +279.962 $ |
| TransDigm Group INC | TDG | 316.504 $ | +8.087 $ | 308.417 $ | +308.417 $ | ||||
| UNITED PARCEL SERVICE INC | UPS | 273.070 $ | +43.112 $ | 229.958 $ | -47.930 $ | 277.888 $ | -30.414 $ | 308.302 $ | +308.302 $ |
| ARBOR REALTY TRUST INC | ABR | 106.599 $ | -191.325 $ | 297.924 $ | +93.415 $ | 204.509 $ | -11.914 $ | 216.423 $ | +216.423 $ |
| CHIPOTLE MEXICAN GRILL INC | CMG | 228.586 $ | -59.382 $ | 287.968 $ | +287.968 $ | ||||
| BlackRock, Inc. | BLK | 286.410 $ | +40.583 $ | 245.827 $ | +14.767 $ | 231.060 $ | +231.060 $ | ||
| AbbVie Inc. | ABBV | 233.288 $ | -3.114 $ | 236.402 $ | -20.470 $ | 256.872 $ | +256.872 $ | ||
| IFP Advisors, Inc | 0 $ | +0 $ | |||||||
| 1776 Wealth LLC | 0 $ | +0 $ | |||||||
| 258.835.347 $ | +6.076.070 $ | 252.974.356 $ | +17.556.183 $ | 236.676.033 $ | +24.552.455 $ | 212.380.450 $ | +212.380.450 $ | ||
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