| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 112.385.619 $ | -4.291.777 $ | 117.955.037 $ | +3.723.035 $ | 114.232.002 $ | +7.122.355 $ | 107.544.589 $ | +107.544.589 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 79.801.213 $ | -4.982.362 $ | 84.783.575 $ | +2.676.704 $ | 82.106.871 $ | +4.911.638 $ | 77.195.233 $ | +77.195.233 $ |
| BlackRock, Inc. | BLK | 21.328.421 $ | +612.784 $ | 20.715.637 $ | -3.509.704 $ | 24.225.341 $ | +1.228.921 $ | 22.996.420 $ | +22.996.420 $ |
| ISHARES GOLD TRUST | IAU | 3.815.558 $ | +517.913 $ | 3.297.645 $ | +1.645.542 $ | 1.652.103 $ | +66.669 $ | 1.585.434 $ | +1.585.434 $ |
| APPFOLIO INC | APPF | 2.444.139 $ | -122.589 $ | 2.566.728 $ | +513.596 $ | 2.053.132 $ | -183.876 $ | 2.237.008 $ | +2.237.008 $ |
| MICROSOFT CORP | MSFT | 1.555.319 $ | -236.079 $ | 1.791.398 $ | +76.171 $ | 1.715.227 $ | +472.317 $ | 1.242.910 $ | +1.242.910 $ |
| ALPHA PRO TECH LTD | APT | 1.105.750 $ | +358.704 $ | 747.046 $ | +207.077 $ | 539.969 $ | +79.451 $ | 460.518 $ | +460.518 $ |
| NVIDIA CORP | NVDA | 466.133 $ | -403.025 $ | 869.158 $ | +131.445 $ | 737.713 $ | +354.048 $ | 383.665 $ | +383.665 $ |
| AMAZON COM INC | AMZN | 845.955 $ | -17.614 $ | 863.569 $ | +50 $ | 863.519 $ | +171.924 $ | 691.595 $ | +691.595 $ |
| WORLD EQUITY GROUP, INC. | 851.515 $ | +851.515 $ | |||||||
| BARCLAYS PLC | BCS | 534.292 $ | +5.092 $ | 529.200 $ | +529.200 $ | ||||
| BOSTON SCIENTIFIC CORP | BSX | 278.136 $ | -30.277 $ | 308.413 $ | -29.714 $ | 338.127 $ | +21.263 $ | 316.864 $ | +316.864 $ |
| FISERV INC | FISV | 227.013 $ | +227.013 $ | ||||||
| TELEDYNE TECHNOLOGIES INC | TDY | 225.039 $ | +225.039 $ | ||||||
| REGIONS FINANCIAL CORP | RF | 210.703 $ | +5.676 $ | 205.027 $ | +205.027 $ | ||||
| UNITEDHEALTH GROUP INC | UNH | 207.929 $ | +207.929 $ | ||||||
| ORACLE CORP | ORCL | 201.087 $ | +201.087 $ | ||||||
| 112.385.619 $ | -4.291.777 $ | 117.955.037 $ | +3.723.035 $ | 114.232.002 $ | +7.122.355 $ | 107.544.589 $ | +107.544.589 $ | ||
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