| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 185.330.286 $ | +8.554.577 $ | 176.775.709 $ | +20.026.153 $ | 156.749.556 $ | +30.059.353 $ | 126.690.203 $ | +126.690.203 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 76.995.165 $ | +4.993.444 $ | 72.001.721 $ | +8.130.183 $ | 63.871.538 $ | +12.690.813 $ | 51.180.725 $ | +51.180.725 $ |
| MORGAN STANLEY | MS | 35.679.252 $ | +1.621.625 $ | 34.057.627 $ | +3.859.454 $ | 30.198.173 $ | +5.988.761 $ | 24.209.412 $ | +24.209.412 $ |
| CITIGROUP INC | C | 24.785.742 $ | +659.025 $ | 24.126.717 $ | +3.258.686 $ | 20.868.031 $ | +4.967.355 $ | 15.900.676 $ | +15.900.676 $ |
| StoneX Group Inc. | SNEX | 17.794.266 $ | +538.889 $ | 17.255.377 $ | +1.648.521 $ | 15.606.856 $ | +1.748.023 $ | 13.858.833 $ | +13.858.833 $ |
| BlackRock, Inc. | BLK | 15.246.822 $ | +431.774 $ | 14.815.048 $ | +1.509.188 $ | 13.305.860 $ | +2.279.662 $ | 11.026.198 $ | +11.026.198 $ |
| Avantax Planning Partners, Inc. | 5.507.902 $ | +322.040 $ | 5.185.862 $ | +680.870 $ | 4.504.992 $ | +685.629 $ | 3.819.363 $ | +3.819.363 $ | |
| JPMORGAN CHASE & CO | JPM | 4.616.648 $ | +117.416 $ | 4.499.232 $ | +604.234 $ | 3.894.998 $ | +844.041 $ | 3.050.957 $ | +3.050.957 $ |
| MICROSOFT CORP | MSFT | 2.199.773 $ | -180.554 $ | 2.380.327 $ | +139.861 $ | 2.240.466 $ | +620.476 $ | 1.619.990 $ | +1.619.990 $ |
| MCKESSON CORP | MCK | 541.078 $ | +50.885 $ | 490.193 $ | +21.947 $ | 468.246 $ | +41.007 $ | 427.239 $ | +427.239 $ |
| CONSOLIDATED EDISON INC | ED | 360.641 $ | -2.347 $ | 362.988 $ | +1.728 $ | 361.260 $ | -38.196 $ | 399.456 $ | +399.456 $ |
| NVIDIA CORP | NVDA | 397.247 $ | -831 $ | 398.078 $ | +66.299 $ | 331.779 $ | +128.268 $ | 203.511 $ | +203.511 $ |
| APPFOLIO INC | APPF | 370.444 $ | +11.073 $ | 359.371 $ | +61.412 $ | 297.959 $ | +22.513 $ | 275.446 $ | +275.446 $ |
| AMAZON COM INC | AMZN | 366.081 $ | +7.080 $ | 359.001 $ | -3.870 $ | 362.871 $ | +88.466 $ | 274.405 $ | +274.405 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 351.352 $ | -535 $ | 351.887 $ | +51.195 $ | 300.692 $ | -20.188 $ | 320.880 $ | +320.880 $ |
| FS Credit Opportunities Corp. | FSCO | 117.873 $ | -14.407 $ | 132.280 $ | -3.555 $ | 135.835 $ | +12.723 $ | 123.112 $ | +123.112 $ |
| 185.330.286 $ | +8.554.577 $ | 176.775.709 $ | +20.026.153 $ | 156.749.556 $ | +30.059.353 $ | 126.690.203 $ | +126.690.203 $ | ||
Erweiterte Einstellungen
×