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 | |
|---|---|---|---|---|---|---|---|
| 1476 |
Silver Oak Securities
Jackson,
Tennessee
| USD 4.79 M | +USD 40.3 k | 5 | 0.29% | Aumentadas |
|
| 1477 |
WSA
Wealth Science Advisors
Alpharetta,
Georgia
| USD 4.79 M | +USD 2.1 M | 3 | 2.13% | Aumentadas |
|
| 1478 |
Sivia Capital Partners
Mill Valley,
California
| USD 4.78 M | -USD 1.33 M | 6 | 0.58% | Reducidas |
|
| 1479 |
Tompkins Financial
Ithaca,
New York
| USD 4.78 M | +USD 2.42 M | 4 | 0.33% | Aumentadas |
|
| 1480 |
IAIM
International Assets Investment Management
Orlando,
Florida
| USD 4.77 M | +USD 2.96 M | 15 | 0.29% | Aumentadas |
|
| 1481 |
LSWM
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 4.76 M | +USD 143 k | 1 | 0.98% | Aumentadas |
|
| 1482 |
KIC
Keating Investment Counselors
Delray Beach,
Florida
| USD 4.75 M | +USD 189 k | 3 | 1.31% | Aumentadas |
|
| 1483 |
SAM
Sagewood Asset Management
New York
| USD 4.75 M | +USD 12.3 k | 5 | 1.07% | Aumentadas |
|
| 1484 |
Penserra Capital Management
Orinda,
California
| USD 4.71 M | +USD 1.89 M | 9 | 0.04% | Aumentadas |
|
| 1485 |
V-Square Quantitative Management
Chicago,
Illinois
| USD 4.71 M | -USD 824 k | 11 | 0.45% | Reducidas |
|
| 1486 |
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 4.7 M | +USD 69.4 k | 2 | 0.58% | Aumentadas |
|
| 1487 |
Marino Stram & Associates
Braintree,
Massachusetts
| USD 4.7 M | +USD 10.1 k | 3 | 0.75% | Aumentadas |
|
| 1488 |
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 4.7 M | +USD 101 k | 27 | 0.32% | Aumentadas |
|
| 1489 |
FAB
First American Bank
Dundee,
Illinois
| USD 4.67 M | +USD 383 k | 1 | 0.26% | Aumentadas |
|
| 1490 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 4.66 M | +USD 156 k | 4 | 0.74% | Aumentadas |
|
| 1491 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 4.66 M | -USD 398 k | 4 | 0.09% | Reducidas |
|
| 1492 |
North Star Investment Management
Chicago,
Illinois
| USD 4.66 M | +USD 11.2 k | 19 | 0.25% | Aumentadas |
|
| 1493 |
MAM
Mystic Asset Management
Warwick,
Rhode Island
| USD 4.65 M | -USD 483 k | 4 | 0.99% | Reducidas |
|
| 1494 |
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 4.65 M | -USD 333 k | 25 | 0.44% | Reducidas |
|
| 1495 |
Ingalls & Snyder LLC
New York
| USD 4.63 M | -USD 277 k | 5 | 0.13% | Reducidas |
|
| 1496 |
VAS
Valicenti Advisory Services
Elmira,
New York
| USD 4.62 M | -USD 41.3 k | 3 | 0.87% | Reducidas |
|
| 1497 |
Alta Capital Management
Salt Lake City,
Utah
| USD 4.58 M | -USD 1.39 M | 1 | 0.34% | Reducidas |
|
| 1498 |
Tanager Wealth Management
Goring On Thames,
United Kingdom
| USD 4.57 M | -USD 420 k | 3 | 0.4% | Reducidas |
|
| 1499 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
| USD 4.56 M | +USD 977 k | 2 | 0.78% | Aumentadas |
|
| 1500 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 4.55 M | +USD 21.3 k | 2 | 0.99% | Aumentadas |
|