| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 293.522.175 $ | +5.218.647 $ | 295.741.354 $ | +11.005.410 $ | 287.008.600 $ | +31.845.132 $ | 256.615.298 $ | +256.615.298 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 197.440.597 $ | -473.025 $ | 197.913.622 $ | -5.301.981 $ | 203.215.603 $ | +19.576.667 $ | 183.638.936 $ | +183.638.936 $ |
| BlackRock, Inc. | BLK | 47.843.858 $ | +3.594.272 $ | 44.249.586 $ | +7.193.605 $ | 37.055.981 $ | +7.656.339 $ | 29.399.642 $ | +29.399.642 $ |
| NVIDIA CORP | NVDA | 11.730.369 $ | -425.866 $ | 12.156.235 $ | +1.709.221 $ | 10.447.014 $ | +2.069.887 $ | 8.377.127 $ | +8.377.127 $ |
| APPFOLIO INC | APPF | 6.999.163 $ | +74.592 $ | 6.924.571 $ | +1.199.720 $ | 5.724.851 $ | -563.664 $ | 6.288.515 $ | +6.288.515 $ |
| MICROSOFT CORP | MSFT | 5.614.559 $ | +338.606 $ | 5.275.953 $ | +1.236.162 $ | 4.039.791 $ | +4.039.791 $ | ||
| Cadence Bank | CADE | 3.261.195 $ | +1.619.083 $ | 1.642.112 $ | +243.211 $ | 1.398.901 $ | +71.987 $ | 1.326.914 $ | +1.326.914 $ |
| EXXON MOBIL CORP | XOM | 3.148.223 $ | +152.648 $ | 2.995.575 $ | +70.141 $ | 2.925.434 $ | -93.541 $ | 3.018.975 $ | +3.018.975 $ |
| Fidelity Ethereum Fund | FETH | 2.441.315 $ | -613.316 $ | 3.054.631 $ | +2.151.003 $ | 903.628 $ | +903.628 $ | ||
| Walmart Inc. | WMT | 2.863.120 $ | +343.102 $ | 2.520.018 $ | -23.085 $ | 2.543.103 $ | +302.570 $ | 2.240.533 $ | +2.240.533 $ |
| AMAZON COM INC | AMZN | 2.782.805 $ | +22.773 $ | 2.760.032 $ | +100.111 $ | 2.659.921 $ | +305.992 $ | 2.353.929 $ | +2.353.929 $ |
| CHEVRON CORP | CVX | 2.432.450 $ | -76.311 $ | 2.508.761 $ | +68.266 $ | 2.440.495 $ | +61.520 $ | 2.378.975 $ | +2.378.975 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 1.953.223 $ | -26.690 $ | 1.979.913 $ | +1.979.913 $ | ||||
| PROCTER & GAMBLE Co | PG | 1.438.787 $ | -214.372 $ | 1.653.159 $ | -64.297 $ | 1.717.456 $ | -124.580 $ | 1.842.036 $ | +1.842.036 $ |
| ALPHA PRO TECH LTD | APT | 1.778.478 $ | +210.148 $ | 1.568.330 $ | +1.568.330 $ | ||||
| Walt Disney Co | DIS | 1.538.103 $ | -233.413 $ | 1.771.516 $ | +294.079 $ | 1.477.437 $ | +1.477.437 $ | ||
| NETFLIX INC | NFLX | 1.663.865 $ | +1.663.865 $ | ||||||
| CITIGROUP INC | C | 1.000.897 $ | -543.186 $ | 1.544.083 $ | +1.544.083 $ | ||||
| ISHARES GOLD TRUST | IAU | 1.422.991 $ | +127.758 $ | 1.295.233 $ | +173.439 $ | 1.121.794 $ | +61.163 $ | 1.060.631 $ | +1.060.631 $ |
| COCA COLA CO | KO | 1.419.519 $ | +152.201 $ | 1.267.318 $ | -32.156 $ | 1.299.474 $ | +23.054 $ | 1.276.420 $ | +1.276.420 $ |
| AT&T INC. | T | 982.056 $ | -160.665 $ | 1.142.721 $ | -171.255 $ | 1.313.976 $ | -72.724 $ | 1.386.700 $ | +1.386.700 $ |
| GOLDMAN SACHS GROUP INC | GS | 1.006.833 $ | -97.341 $ | 1.104.174 $ | +150.781 $ | 953.393 $ | +280.500 $ | 672.893 $ | +672.893 $ |
| SOUTHERN CO | SO | 962.811 $ | +962.811 $ | ||||||
| CHIPOTLE MEXICAN GRILL INC | CMG | 378.917 $ | -59.893 $ | 438.810 $ | -304.672 $ | 743.482 $ | -159.143 $ | 902.625 $ | +902.625 $ |
| PFIZER INC | PFE | 696.741 $ | -134.924 $ | 831.665 $ | +282.023 $ | 549.642 $ | -20.262 $ | 569.904 $ | +569.904 $ |
| VERIZON COMMUNICATIONS INC | VZ | 494.178 $ | -121.218 $ | 615.396 $ | +615.396 $ | ||||
| Viatris Inc | VTRS | 347.136 $ | +25.827 $ | 321.309 $ | -58.257 $ | 379.566 $ | +3.760 $ | 375.806 $ | +375.806 $ |
| Kraft Heinz Co | KHC | 285.164 $ | -9.597 $ | 294.761 $ | -57.192 $ | 351.953 $ | +351.953 $ | ||
| Organon & Co. | OGN | 287.087 $ | +287.087 $ | ||||||
| JANE STREET GROUP, LLC | 268.115 $ | +268.115 $ | |||||||
| Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | GBAB | 201.932 $ | +201.932 $ | ||||||
| 293.522.175 $ | +5.218.647 $ | 295.741.354 $ | +11.005.410 $ | 287.008.600 $ | +31.845.132 $ | 256.615.298 $ | +256.615.298 $ | ||
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