Acciones del pecado
Las acciones del pecado son las de empresas 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 | |
|---|---|---|---|---|---|---|---|
| 3526 |
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 316 k | +USD 307 k | 1 | 0.27% | Nuevas |
|
| 3527 |
Liberty Wealth Management
Oakland,
California
| USD 315 k | USD 0 | 1 | 0.04% | Mantenido |
|
| 3528 |
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 315 k | +USD 347 | 1 | 0.16% | Aumentadas |
|
| 3529 |
Montgomery Investment Management
Rockville,
Maryland
| USD 315 k | +USD 2.78 k | 1 | 0.1% | Aumentadas |
|
| 3530 |
OBWA
Oak Barrel Wealth Advisory
Reston,
Virginia
| USD 314 k | +USD 305 k | 1 | 0.14% | Nuevas |
|
| 3531 |
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 311 k | -USD 119 k | 1 | 0.04% | Reducidas |
|
| 3532 |
Accuvest Global Advisors
Provo,
Utah
| USD 311 k | USD 0 | 1 | 0.27% | Mantenido |
|
| 3533 |
Kercheville Advisors
San Antonio,
Texas
| USD 310 k | -USD 852 k | 1 | 0.09% | Reducidas |
|
| 3534 |
Vantage Point Financial
Lisle,
Illinois
| USD 310 k | +USD 10.1 k | 1 | 0.09% | Aumentadas |
|
| 3535 |
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 309 k | -USD 28.8 k | 1 | 0.11% | Reducidas |
|
| 3536 |
Cooper/Haims Advisors
Victor,
New York
| USD 309 k | -USD 44 k | 1 | 0.13% | Reducidas |
|
| 3537 |
New World Advisors
Hingham,
Massachusetts
| USD 309 k | +USD 31 k | 1 | 0.05% | Aumentadas |
|
| 3538 |
Elequin Capital
New York
| USD 309 k | -USD 393 k | 4 | 0.01% | Reducidas |
|
| 3539 |
Tran Capital Management
San Rafael,
California
| USD 308 k | USD 0 | 1 | 0.04% | Mantenido |
|
| 3540 |
Lifestyle Asset Management
Friendswood,
Texas
| USD 308 k | +USD 18.4 k | 1 | 0.08% | Aumentadas |
|
| 3541 |
Parsonex Advisory Services
Englewood,
Colorado
| USD 308 k | -USD 96.6 k | 1 | 0.27% | Reducidas |
|
| 3542 |
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 308 k | USD 0 | 1 | 0.12% | Mantenido |
|
| 3543 |
McAlister Sweet & Associates
Houston,
Texas
| USD 308 k | USD 0 | 1 | 0.16% | Mantenido |
|
| 3544 |
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 308 k | +USD 17.9 k | 1 | 0.05% | Aumentadas |
|
| 3545 |
Wiser Wealth Management
Marietta,
Georgia
| USD 308 k | +USD 23.9 k | 1 | 0.06% | Aumentadas |
|
| 3546 |
Elevation Wealth Partners
Santa Rosa,
California
| USD 307 k | +USD 133 k | 19 | 0.09% | Aumentadas |
|
| 3547 |
Knightsbridge Asset Management
Newport Beach,
California
| USD 306 k | -USD 272 k | 1 | 0.04% | Reducidas |
|
| 3548 |
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 306 k | -USD 1.24 M | 1 | 0.03% | Reducidas |
|
| 3549 |
Evermay Wealth Management
Arlington,
Virginia
| USD 305 k | +USD 9.7 k | 3 | 0.03% | Aumentadas |
|
| 3550 |
GatePass Capital
Independence,
Ohio
| USD 305 k | -USD 1.36 M | 1 | 0.12% | Reducidas |
|