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 | |
|---|---|---|---|---|---|---|---|
| 4001 |
CFM
Cornerstone Financial Management
Burlington,
Massachusetts
| USD 95.5 k | +USD 13.5 k | 13 | 0.08% | Aumentadas |
|
| 4002 |
LAM
Lakewood Asset Management
Naperville,
Illinois
| USD 95 k | -USD 1.42 k | 1 | 0.05% | Reducidas |
|
| 4003 |
1L
10Elms LLP
Tulsa,
Oklahoma
| USD 94.6 k | +USD 8.52 k | 2 | 0.04% | Aumentadas |
|
| 4004 |
HNW
High Note Wealth
Deephaven,
Minnesota
| USD 94.4 k | +USD 2.42 k | 7 | 0.02% | Aumentadas |
|
| 4005 |
AWM
Ameliora Wealth Management
Zurich,
Switzerland
| USD 94 k | USD 0 | 2 | 0.03% | Mantenido |
|
| 4006 |
AF
Align Financial
Hermantown,
Minnesota
| USD 93.3 k | USD 0 | 3 | 0.05% | Mantenido |
|
| 4007 |
BCWM
Ball & Co Wealth Management
Franklin,
Tennessee
| USD 92 k | +USD 1.01 k | 2 | 0.07% | Aumentadas |
|
| 4008 |
WA
Whipplewood Advisors
Littleton,
Colorado
| USD 91.9 k | -USD 633 k | 6 | 0.06% | Reducidas |
|
| 4009 |
MCA
Maryland Capital Advisors
Chester,
Maryland
| USD 89.7 k | +USD 86.6 k | 8 | 0.03% | Nuevas |
|
| 4010 |
KFG
Kingdom Financial Group
Peoria,
Arizona
| USD 89.6 k | +USD 30.2 k | 4 | 0.02% | Aumentadas |
|
| 4011 |
Estabrook Capital Management
New York
| USD 88.7 k | -USD 11.1 k | 5 | 0.01% | Reducidas |
|
| 4012 |
SA
Strategic Advocates
Logan,
Utah
| USD 87.1 k | +USD 35.4 k | 2 | 0.34% | Aumentadas |
|
| 4013 |
MS
Monetary Solutions
Dayton,
Ohio
| USD 86.9 k | -USD 675 | 7 | 0.07% | Reducidas |
|
| 4014 |
SVWA
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 86.6 k | -USD 7.6 k | 2 | 0.05% | Reducidas |
|
| 4015 |
BDL
Banque de Luxembourg
Luxembourg
| USD 85.9 k | USD 0 | 1 | 0.04% | Mantenido |
|
| 4016 |
IFS
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 85.7 k | USD 0 | 1 | 0.04% | Mantenido |
|
| 4017 |
ML
MLP3 LLC
Linwood,
New Jersey
| USD 84.5 k | -USD 353 k | 1 | 0.08% | Reducidas |
|
| 4018 |
PA
PharVision Advisers
Boca Raton,
Florida
| USD 81.7 k | -USD 285 k | 1 | 1.54% | Reducidas |
|
| 4019 |
LD
Lipe & Dalton
Syracuse,
New York
| USD 81 k | USD 0 | 1 | 0.04% | Mantenido |
|
| 4020 |
KCM
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| USD 79.9 k | -USD 27.3 k | 5 | 0.04% | Reducidas |
|
| 4021 |
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
| USD 79.7 k | USD 0 | 1 | 0% | Mantenido |
|
| 4022 |
Marquette Asset Management
Minneapolis,
Minnesota
| USD 79.5 k | -USD 6.56 k | 6 | 0.01% | Reducidas |
|
| 4023 |
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 79 k | -USD 32 k | 17 | 0% | Reducidas |
|
| 4024 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 78.1 k | +USD 19.3 k | 5 | 0.02% | Aumentadas |
|
| 4025 |
BFS
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 77.9 k | USD 0 | 5 | 0.04% | Mantenido |
|