Acciones pecaminosas
Las acciones de empresas de sectores que muchos fondos tienen instrucciones de evitar —bebidas alcohólicas, tabaco, apuestas y armas—. Históricamente, el hecho de que otros las excluyan las ha mantenido baratas y con generosos pagos en efectivo.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 3251 |
Rockport Wealth
Fairview Park,
Ohio
| USD 480 k | +USD 227 k | 2 | 0.08% | Aumentadas |
|
| 3252 |
FGI
Foresight Global Investors
Purchase,
New York
| USD 478 k | USD 0 | 1 | 0.29% | Mantenido |
|
| 3253 |
CC
Commons Capital
Needham,
Massachusetts
| USD 478 k | USD 0 | 1 | 0.33% | Mantenido |
|
| 3254 |
AWG
Altus Wealth Group
Colorado Springs,
Colorado
| USD 477 k | +USD 202 k | 2 | 0.17% | Aumentadas |
|
| 3255 |
Third View Private Wealth
Westport,
Connecticut
| USD 477 k | -USD 920 k | 1 | 0.06% | Reducidas |
|
| 3256 |
TWM
Trueblood Wealth Management
Lima,
Ohio
| USD 477 k | +USD 31.6 k | 1 | 0.17% | Aumentadas |
|
| 3257 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
| USD 476 k | USD 0 | 6 | 0.11% | Mantenido |
|
| 3258 |
Jacobs & Co
San Francisco,
California
| USD 474 k | +USD 207 k | 2 | 0.04% | Aumentadas |
|
| 3259 |
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 474 k | +USD 270 k | 2 | 0.04% | Aumentadas |
|
| 3260 |
Aviso Financial
Toronto,
Ontario, Canada
| USD 473 k | +USD 137 k | 4 | 0.02% | Aumentadas |
|
| 3261 |
SC
Saiph Capital
Wyckoff,
New Jersey
| USD 472 k | USD 0 | 1 | 0.14% | Mantenido |
|
| 3262 |
ARC
Advisor Resource Council
Dallas,
Texas
| USD 471 k | +USD 6.97 k | 2 | 0.13% | Aumentadas |
|
| 3263 |
BAM
Bosun Asset Management
Chicago,
Illinois
| USD 470 k | USD 0 | 1 | 0.24% | Mantenido |
|
| 3264 |
CC
Capstone Capital
Henderson,
Nevada
| USD 469 k | -USD 52 | 1 | 0.27% | Reducidas |
|
| 3265 |
NWAG
Net Worth Advisory Group
Sandy,
Utah
| USD 469 k | -USD 21.2 k | 2 | 0.12% | Reducidas |
|
| 3266 |
CWR
Chico Wealth RIA
Chico,
California
| USD 469 k | +USD 862 | 1 | 0.24% | Aumentadas |
|
| 3267 |
YWM
Yukon Wealth Management
Overland Park,
Kansas
| USD 469 k | +USD 449 k | 1 | 0.13% | Nuevas |
|
| 3268 |
BMCM
Burns Matteson Capital Management
Corning,
New York
| USD 467 k | -USD 1.3 M | 1 | 0.15% | Reducidas |
|
| 3269 |
OA
Operose Advisors
Milwaukee,
Wisconsin
| USD 467 k | +USD 42.9 k | 5 | 0.09% | Aumentadas |
|
| 3270 |
WF
WealthPoint Financial
Cramerton,
North Carolina
| USD 467 k | +USD 16 k | 1 | 0.34% | Aumentadas |
|
| 3271 |
MTIC
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 465 k | -USD 169 k | 1 | 0.13% | Reducidas |
|
| 3272 |
LCM
LCM Capital Management
Chicago,
Illinois
| USD 462 k | +USD 7.28 k | 1 | 0.2% | Aumentadas |
|
| 3273 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
| USD 460 k | +USD 45.2 k | 2 | 0.1% | Aumentadas |
|
| 3274 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
| USD 458 k | +USD 95.5 k | 2 | 0.2% | Aumentadas |
|
| 3275 |
MWM
MBE Wealth Management
Tomah,
Wisconsin
| USD 457 k | -USD 265 k | 1 | 0.16% | Reducidas |
|