| Aktie | Ticker | 2025/Q4 | 2025/Q2 | 2025/Q1 | |||
|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 505.101.035 $ | +85.289.975 $ | 420.737.963 $ | +55.016.961 $ | 365.721.002 $ | +365.721.002 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 460.666.478 $ | +60.566.695 $ | 400.099.783 $ | +52.551.068 $ | 347.548.715 $ | +347.548.715 $ |
| Asset Allocation Strategies LLC | 18.922.689 $ | +18.922.689 $ | |||||
| MORGAN STANLEY | MS | 7.220.160 $ | +199.178 $ | 7.020.982 $ | -444.116 $ | 7.465.098 $ | +7.465.098 $ |
| BlackRock, Inc. | BLK | 5.648.282 $ | +1.639.394 $ | 4.008.888 $ | +2.008.344 $ | 2.000.544 $ | +2.000.544 $ |
| CITIGROUP INC | C | 1.613.953 $ | -22.218 $ | 1.636.171 $ | -661.986 $ | 2.298.157 $ | +2.298.157 $ |
| APPFOLIO INC | APPF | 2.106.109 $ | +575.817 $ | 1.530.292 $ | -92.320 $ | 1.622.612 $ | +1.622.612 $ |
| NVIDIA CORP | NVDA | 1.700.836 $ | +522.208 $ | 1.178.628 $ | +392.349 $ | 786.279 $ | +786.279 $ |
| AMAZON COM INC | AMZN | 977.533 $ | +205.280 $ | 772.253 $ | +109.007 $ | 663.246 $ | +663.246 $ |
| iShares Bitcoin Trust ETF | IBIT | 926.903 $ | +151.963 $ | 774.940 $ | +774.940 $ | ||
| ALPHA PRO TECH LTD | APT | 706.286 $ | +502.136 $ | 204.150 $ | +204.150 $ | ||
| MICROSOFT CORP | MSFT | 677.849 $ | +138.429 $ | 539.420 $ | +320.230 $ | 219.190 $ | +219.190 $ |
| US BANCORP \DE\ | USB | 513.687 $ | +513.687 $ | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | 445.851 $ | +18.373 $ | 427.478 $ | -30.008 $ | 457.486 $ | +457.486 $ |
| JPMORGAN CHASE & CO | JPM | 440.989 $ | +102.648 $ | 338.341 $ | +52.610 $ | 285.731 $ | +285.731 $ |
| PALATIN TECHNOLOGIES INC | PTNT | 405.626 $ | -9.741 $ | 415.367 $ | +90.596 $ | 324.771 $ | +324.771 $ |
| Trane Technologies plc | TT | 365.070 $ | -44.783 $ | 409.853 $ | +94.159 $ | 315.694 $ | +315.694 $ |
| BOEING CO | BA | 408.620 $ | +28.952 $ | 379.668 $ | +73.190 $ | 306.478 $ | +306.478 $ |
| AT&T INC. | T | 313.596 $ | -45.079 $ | 358.675 $ | -9.025 $ | 367.700 $ | +367.700 $ |
| FIRST TRUST ADVISORS LP | 317.651 $ | +317.651 $ | |||||
| DTE ENERGY CO | DTE | 285.600 $ | -4.495 $ | 290.095 $ | +5.734 $ | 284.361 $ | +284.361 $ |
| DELTA AIR LINES, INC. | DAL | 259.369 $ | +259.369 $ | ||||
| TARGET CORP | TGT | 243.923 $ | +243.923 $ | ||||
| RIO TINTO PLC | RIO | 236.115 $ | +236.115 $ | ||||
| CATERPILLAR INC | CAT | 210.180 $ | +210.180 $ | ||||
| GOLDMAN SACHS GROUP INC | GS | 210.122 $ | +9.106 $ | 201.016 $ | +201.016 $ | ||
| JOHNSON & JOHNSON | JNJ | 204.461 $ | +204.461 $ | ||||
| 505.101.035 $ | +85.289.975 $ | 420.737.963 $ | +55.016.961 $ | 365.721.002 $ | +365.721.002 $ | ||
Erweiterte Einstellungen
×