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 | |
|---|---|---|---|---|---|---|---|
| 3301 |
Horizon Wealth Management
La Grange,
Illinois
| USD 445 k | +USD 139 k | 1 | 0.06% | Aumentadas |
|
| 3302 |
BFAG
Blackston Financial Advisory Group
The Villages,
Florida
| USD 444 k | -USD 1.07 k | 2 | 0.25% | Reducidas |
|
| 3303 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
| USD 444 k | +USD 1.04 k | 1 | 0.19% | Aumentadas |
|
| 3304 |
DWM
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 443 k | +USD 565 | 1 | 0.25% | Aumentadas |
|
| 3305 |
WAM
Wernau Asset Management
Gloucester,
Massachusetts
| USD 443 k | USD 0 | 1 | 0.23% | Mantenido |
|
| 3306 |
IWM
IMG Wealth Management
Jacksonville,
Florida
| USD 442 k | +USD 11.3 k | 6 | 0.25% | Aumentadas |
|
| 3307 |
AMIM
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 438 k | USD 0 | 1 | 0.18% | Mantenido |
|
| 3308 |
XC
XY Capital
Central,
Hong Kong
| USD 434 k | +USD 414 k | 1 | 0.42% | Nuevas |
|
| 3309 |
NWM
Nolet Wealth Management
Fort Worth,
Texas
| USD 433 k | +USD 39 k | 2 | 0.24% | Aumentadas |
|
| 3310 |
BCM
Boreal Capital Management
Miami,
Florida
| USD 432 k | -USD 647 | 4 | 0.32% | Reducidas |
|
| 3311 |
PC
Prairiewood Capital
Fargo,
North Dakota
| USD 432 k | -USD 32.5 k | 1 | 0.11% | Reducidas |
|
| 3312 |
CG
Clarus Group
Houston,
Texas
| USD 431 k | +USD 17.9 k | 2 | 0.15% | Aumentadas |
|
| 3313 |
SNBOSD
Security National Bank of So Dak
Sioux City,
Iowa
| USD 430 k | +USD 133 k | 4 | 0.2% | Aumentadas |
|
| 3314 |
USB
Union Savings Bank
Litchfield,
Connecticut
| USD 430 k | -USD 417 | 3 | 0.17% | Reducidas |
|
| 3315 |
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 429 k | -USD 359 k | 1 | 0.02% | Reducidas |
|
| 3316 |
AA
ACT Advisors
Asheville,
North Carolina
| USD 428 k | +USD 57.1 k | 1 | 0.14% | Aumentadas |
|
| 3317 |
EF
Elite Financial
Lewiston,
Idaho
| USD 428 k | -USD 78.4 k | 1 | 0.17% | Reducidas |
|
| 3318 |
Burling Wealth Partners
Chicago,
Illinois
| USD 427 k | -USD 99.3 k | 1 | 0.06% | Reducidas |
|
| 3319 |
MWA
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 427 k | -USD 47.2 k | 1 | 0.28% | Reducidas |
|
| 3320 |
BWM
Bullock Wealth Management
Bloomington,
Indiana
| USD 427 k | +USD 797 | 4 | 0.19% | Aumentadas |
|
| 3321 |
MAM
MWA Asset Management
Lexington,
Massachusetts
| USD 425 k | +USD 12.2 k | 1 | 0.19% | Aumentadas |
|
| 3322 |
CPW
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 425 k | +USD 28.6 k | 1 | 0.08% | Aumentadas |
|
| 3323 |
DHC
Drum Hill Capital
Westport,
Connecticut
| USD 424 k | USD 0 | 1 | 0.43% | Mantenido |
|
| 3324 |
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 423 k | -USD 104 k | 1 | 0.06% | Reducidas |
|
| 3325 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
| USD 423 k | +USD 408 k | 2 | 0.14% | Nuevas |
|