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 | |
|---|---|---|---|---|---|---|---|
| 1626 |
Townsend Asset Management
Raleigh,
North Carolina
| USD 3.8 M | -USD 129 k | 2 | 1.22% | Reducidas |
|
| 1627 |
Brown Miller Wealth Management
Mclean,
Virginia
| USD 3.8 M | -USD 153 k | 3 | 0.96% | Reducidas |
|
| 1628 |
First City Capital Management
Savannah,
Georgia
| USD 3.8 M | +USD 60.9 k | 3 | 1.85% | Aumentadas |
|
| 1629 |
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 3.8 M | +USD 278 k | 1 | 0.68% | Aumentadas |
|
| 1630 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 3.79 M | -USD 549 k | 5 | 0.2% | Reducidas |
|
| 1631 |
Aurora Investment Counsel
Atlanta,
Georgia
| USD 3.78 M | -USD 88.7 k | 2 | 1.95% | Reducidas |
|
| 1632 |
GoalVest Advisory
New York
| USD 3.78 M | -USD 86.9 k | 4 | 0.7% | Reducidas |
|
| 1633 |
SONA Asset Management (US)
New York
| USD 3.77 M | USD 0 | 1 | 0.08% | Mantenido |
|
| 1634 |
E Fund Management
Guangzhou,
China
| USD 3.76 M | +USD 132 k | 3 | 0.08% | Aumentadas |
|
| 1635 |
Welch & Forbes
Boston,
Massachusetts
| USD 3.76 M | -USD 1.07 M | 2 | 0.05% | Reducidas |
|
| 1636 |
Focused Wealth Management
Newburgh,
New York
| USD 3.75 M | +USD 594 k | 2 | 0.33% | Aumentadas |
|
| 1637 |
CMG Global Holdings
Plano,
Texas
| USD 3.75 M | +USD 19.8 k | 3 | 1.59% | Aumentadas |
|
| 1638 |
Leelyn Smith
Geneva,
Illinois
| USD 3.75 M | +USD 18.2 k | 1 | 0.46% | Aumentadas |
|
| 1639 |
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 3.74 M | -USD 1.58 M | 3 | 0.46% | Reducidas |
|
| 1640 |
Hartford Funds Management
Wayne,
Pennsylvania
| USD 3.74 M | +USD 56.4 k | 1 | 0.3% | Aumentadas |
|
| 1641 |
DCM
Dudley Capital Management
Middleburg,
Virginia
| USD 3.73 M | +USD 1.85 k | 2 | 1.49% | Aumentadas |
|
| 1642 |
Ignite Planners
San Clemente,
California
| USD 3.72 M | -USD 69.9 k | 3 | 0.51% | Reducidas |
|
| 1643 |
TI-Trust
Quincy,
Illinois
| USD 3.71 M | USD 0 | 3 | 2% | Mantenido |
|
| 1644 |
Precedent Wealth Partners
Houston,
Texas
| USD 3.71 M | +USD 1.05 M | 2 | 0.62% | Aumentadas |
|
| 1645 |
Ted Buchan & Co
San Diego,
California
| USD 3.71 M | +USD 25.7 k | 3 | 1.21% | Aumentadas |
|
| 1646 |
Three Seasons Wealth
Salt Lake City,
Utah
| USD 3.71 M | +USD 1.89 M | 1 | 0.34% | Aumentadas |
|
| 1647 |
Hexagon Capital Partners
Rogers,
Arkansas
| USD 3.7 M | -USD 7.96 k | 4 | 0.52% | Reducidas |
|
| 1648 |
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| USD 3.69 M | -USD 139 k | 20 | 0.5% | Reducidas |
|
| 1649 |
Founders Financial Securities
Towson,
Maryland
| USD 3.68 M | +USD 23.7 k | 4 | 0.19% | Aumentadas |
|
| 1650 |
ICW Investment Advisors
Scottsdale,
Arizona
| USD 3.68 M | -USD 28.2 k | 3 | 1.29% | Reducidas |
|