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 | |
|---|---|---|---|---|---|---|---|
| 1876 |
White Pine Capital
Bloomington,
Minnesota
| USD 2.64 M | +USD 645 k | 2 | 0.62% | Aumentadas |
|
| 1877 |
XXI Wealth LLC
Chicago,
Illinois
| USD 2.64 M | -USD 158 k | 3 | 1.21% | Reducidas |
|
| 1878 |
Edgar Lomax Company
Kingstowne,
Virginia
| USD 2.64 M | USD 0 | 1 | 0.2% | Mantenido |
|
| 1879 |
Holderness Investments Company
Greensboro,
North Carolina
| USD 2.63 M | +USD 9.6 k | 2 | 0.44% | Aumentadas |
|
| 1880 |
Tradition Wealth Management
Edina,
Minnesota
| USD 2.62 M | +USD 231 k | 4 | 0.16% | Aumentadas |
|
| 1881 |
Unison Advisors
Washington,
District of Columbia
| USD 2.62 M | +USD 10.9 k | 4 | 0.18% | Aumentadas |
|
| 1882 |
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 2.62 M | +USD 816 k | 3 | 0.49% | Aumentadas |
|
| 1883 |
Kendall Capital Management
Rockville,
Maryland
| USD 2.61 M | -USD 171 k | 3 | 0.44% | Reducidas |
|
| 1884 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 2.61 M | -USD 102 k | 12 | 0.06% | Reducidas |
|
| 1885 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 2.6 M | +USD 5.54 k | 2 | 0.04% | Aumentadas |
|
| 1886 |
Bank OZK
Little Rock,
Arkansas
| USD 2.6 M | +USD 566 k | 2 | 0.77% | Aumentadas |
|
| 1887 |
CVA Family Office
Denver,
Colorado
| USD 2.59 M | -USD 94.5 k | 16 | 0.23% | Reducidas |
|
| 1888 |
Rangeley Capital
New Canaan,
Connecticut
| USD 2.58 M | +USD 26.4 k | 1 | 2.36% | Aumentadas |
|
| 1889 |
Element Capital Management
New York
| USD 2.58 M | +USD 2.49 M | 2 | 0.08% | Nuevas |
|
| 1890 |
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 2.58 M | -USD 140 k | 2 | 0.66% | Reducidas |
|
| 1891 |
Carrera Capital Advisors
Troy,
Michigan
| USD 2.58 M | +USD 2.46 M | 2 | 0.38% | Nuevas |
|
| 1892 |
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 2.57 M | +USD 320 k | 7 | 0.83% | Aumentadas |
|
| 1893 |
Advisor OS
Chicago,
Illinois
| USD 2.57 M | -USD 530 k | 3 | 0.17% | Reducidas |
|
| 1894 |
Trust Point Inc
La Crosse,
Wisconsin
| USD 2.57 M | +USD 28.7 k | 4 | 0.22% | Aumentadas |
|
| 1895 |
Paragon Financial Partners
Woodland Hills,
California
| USD 2.57 M | +USD 867 | 2 | 1.37% | Aumentadas |
|
| 1896 |
71 West Capital Partners
Boston,
Massachusetts
| USD 2.57 M | +USD 1.03 M | 3 | 0.09% | Aumentadas |
|
| 1897 |
Vivid Wealth Management
West Des Moines,
Iowa
| USD 2.57 M | +USD 2.46 M | 1 | 0.9% | Nuevas |
|
| 1898 |
Monument Capital Management
Alexandria,
Virginia
| USD 2.55 M | +USD 991 k | 4 | 0.51% | Aumentadas |
|
| 1899 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 2.54 M | -USD 110 k | 7 | 0.09% | Reducidas |
|
| 1900 |
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 2.54 M | +USD 243 | 2 | 1.19% | Aumentadas |
|