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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
Pictet Bank & Trust
Nassau,
Bahamas
| USD 2.17 M | +USD 182 k | 1 | 2.33% | Aumentadas |
|
| 2027 |
IFG Advisors
St. Louis,
Missouri
| USD 2.17 M | USD 0 | 2 | 0.3% | Mantenido |
|
| 2028 |
CPR
CSU Producer Resources
Fairfield,
Ohio
| USD 2.17 M | USD 0 | 1 | 7.15% | Mantenido |
|
| 2029 |
Grant Private Wealth Management
Pleasanton,
California
| USD 2.17 M | +USD 487 k | 4 | 0.91% | Aumentadas |
|
| 2030 |
SharpePoint
Phoenix,
Arizona
| USD 2.16 M | -USD 111 k | 1 | 1.08% | Reducidas |
|
| 2031 |
Great Lakes Retirement
Sandusky,
Ohio
| USD 2.16 M | +USD 15.6 k | 1 | 0.19% | Aumentadas |
|
| 2032 |
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 2.16 M | USD 0 | 1 | 0.66% | Mantenido |
|
| 2033 |
WBH Advisory
Baltimore,
Maryland
| USD 2.16 M | -USD 41.6 k | 3 | 0.14% | Reducidas |
|
| 2034 |
SEP
Southland Equity Partners
Wildwood,
Missouri
| USD 2.15 M | +USD 9.34 k | 2 | 0.38% | Aumentadas |
|
| 2035 |
C2C Wealth Management
Scottsdale,
Arizona
| USD 2.15 M | USD 0 | 2 | 1.69% | Mantenido |
|
| 2036 |
Archon Capital Management
Seattle,
Washington
| USD 2.14 M | -USD 82.1 k | 1 | 0.87% | Reducidas |
|
| 2037 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 2.14 M | -USD 196 k | 2 | 0.1% | Reducidas |
|
| 2038 |
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 2.14 M | -USD 2.47 M | 1 | 0.14% | Reducidas |
|
| 2039 |
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 2.13 M | -USD 367 k | 2 | 0.06% | Reducidas |
|
| 2040 |
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 2.13 M | USD 0 | 2 | 1.14% | Mantenido |
|
| 2041 |
Wealth Architects
Mountain View,
California
| USD 2.12 M | -USD 14.4 k | 2 | 0.17% | Reducidas |
|
| 2042 |
Gryphon Financial Partners
Columbus,
Ohio
| USD 2.12 M | +USD 248 k | 2 | 0.19% | Aumentadas |
|
| 2043 |
CCAM
Capelight Capital Asset Management
New York
| USD 2.12 M | -USD 249 k | 1 | 1.02% | Reducidas |
|
| 2044 |
Montecito Bank & Trust
Santa Barbara,
California
| USD 2.12 M | +USD 214 k | 3 | 0.32% | Aumentadas |
|
| 2045 |
Quent Capital
New York
| USD 2.12 M | +USD 36.2 k | 21 | 0.13% | Aumentadas |
|
| 2046 |
Granite Group Advisors
Stamford,
Connecticut
| USD 2.11 M | +USD 567 k | 2 | 1.25% | Aumentadas |
|
| 2047 |
XML Financial
Bethesda,
Maryland
| USD 2.11 M | +USD 75.4 k | 4 | 0.15% | Aumentadas |
|
| 2048 |
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 2.11 M | +USD 1.97 M | 1 | 0.24% | Nuevas |
|
| 2049 |
Banco Santander
Madrid,
Spain
| USD 2.11 M | -USD 10.6 M | 3 | 0.01% | Reducidas |
|
| 2050 |
First Western Trust Bank
Denver,
Colorado
| USD 2.11 M | -USD 20.5 k | 3 | 0.1% | Reducidas |
|