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 | |
|---|---|---|---|---|---|---|---|
| 3676 |
CPWA LLC
Hood River,
Oregon
| USD 261 k | USD 0 | 1 | 0.3% | Mantenido |
|
| 3677 |
FP
Financial Perspectives
Minneapolis,
Minnesota
| USD 259 k | +USD 9.09 k | 10 | 0.06% | Aumentadas |
|
| 3678 |
Solstein Capital
Menlo Park,
California
| USD 259 k | -USD 18.8 k | 2 | 0.09% | Reducidas |
|
| 3679 |
Physician Wealth Advisors
Midvale,
Utah
| USD 259 k | +USD 30.3 k | 25 | 0.03% | Aumentadas |
|
| 3680 |
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 259 k | +USD 251 k | 1 | 0.05% | Nuevas |
|
| 3681 |
Richards, Merrill & Peterson
Spokane,
Washington
| USD 259 k | +USD 18.2 k | 2 | 0.08% | Aumentadas |
|
| 3682 |
Instrumental Wealth
Tampa,
Florida
| USD 259 k | +USD 248 k | 1 | 0.13% | Nuevas |
|
| 3683 |
Core Wealth Partners
Santa Rosa,
California
| USD 259 k | -USD 5.38 k | 1 | 0.11% | Reducidas |
|
| 3684 |
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 258 k | -USD 13.5 k | 1 | 0.15% | Reducidas |
|
| 3685 |
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 258 k | USD 0 | 1 | 0.08% | Mantenido |
|
| 3686 |
Rydar Equities
Weatherford,
Texas
| USD 258 k | +USD 233 k | 1 | 0.15% | Nuevas |
|
| 3687 |
CapWealth Advisors
Franklin,
Tennessee
| USD 258 k | USD 0 | 1 | 0.02% | Mantenido |
|
| 3688 |
North Dallas Bank & Trust
Dallas,
Texas
| USD 258 k | -USD 9.28 k | 1 | 0.15% | Reducidas |
|
| 3689 |
Copia Wealth Management
Bend,
Oregon
| USD 258 k | +USD 20.1 k | 3 | 0.16% | Aumentadas |
|
| 3690 |
Stembrook Asset Management
Red Bank,
New Jersey
| USD 258 k | USD 0 | 1 | 0.22% | Mantenido |
|
| 3691 |
Partnership Wealth Management
Towson,
Maryland
| USD 258 k | -USD 18.6 k | 1 | 0.17% | Reducidas |
|
| 3692 |
Faithward Advisors
Lancaster,
Pennsylvania
| USD 258 k | -USD 577 k | 1 | 0.03% | Reducidas |
|
| 3693 |
Pring Turner Capital Group
Alamo,
California
| USD 258 k | -USD 43 k | 1 | 0.15% | Reducidas |
|
| 3694 |
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 257 k | +USD 245 k | 1 | 0.18% | Nuevas |
|
| 3695 |
Gross & Hartman Investments
Leola,
Pennsylvania
| USD 257 k | USD 0 | 1 | 0.11% | Mantenido |
|
| 3696 |
SHFC
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| USD 257 k | USD 0 | 1 | 0.17% | Mantenido |
|
| 3697 |
WNY Asset Management
Williamsville,
New York
| USD 257 k | +USD 6.07 k | 1 | 0.02% | Aumentadas |
|
| 3698 |
Aries Wealth Management
Portland,
Maine
| USD 257 k | USD 0 | 1 | 0.05% | Mantenido |
|
| 3699 |
Madison Wealth Partners
Madison,
Wisconsin
| USD 256 k | +USD 246 k | 1 | 0.03% | Nuevas |
|
| 3700 |
Beaird Harris Wealth Management
Dallas,
Texas
| USD 256 k | -USD 5.68 k | 4 | 0.02% | Reducidas |
|