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Digital Payments & Fintech

Digital payments replace cash and paper with card, account, and wallet transfers, taking a small share of each one. Volume growth compounds quietly, which is why the established networks are so hard to displace.

148 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6526
SAS
Spurstone Advisory Services
Connecticut
$1.46M -$19.2K 1 19.92% Reduced
6527
OKSA
O'Keefe Stevens Advisory
New York
$1.45M +$286 1 0.3% Increased
6528
SPCM
Stoic Point Capital Management
California
$1.45M -$200K 1 1.2% Reduced
6529
WFA
Websterrogers Financial Advisors
South Carolina
$1.45M -$108K 1 0.37% Reduced
6530
AC
Avant Capital
Louisiana
$1.45M +$30.3K 1 0.91% Increased
6531
HC
Hoese & Co
Minnesota
$1.44M +$559K 4 0.94% Increased
6532
TP
Trailhead Planners
Minnesota
$1.44M -$496K 1 1.39% Reduced
6533
JIC
JRM Investment Counsel
Nebraska
$1.44M -$177K 1 0.35% Reduced
6534
AWA
Asempa Wealth Advisors
Louisiana
$1.43M -$3.72K 1 1.07% Reduced
6535
PIM
Parker Investment Management
California
$1.43M -$139K 1 0.11% Reduced
6536
SJGA
Stephen J. Garry & Associates
New York
$1.42M -$56.9K 1 1.04% Reduced
6537
CFS
Cannon Financial Strategists
Georgia
$1.42M +$127K 1 0.16% Increased
6538
ZRP
Zynergy Retirement Planning
New Jersey
$1.41M -$23.5K 1 0.76% Reduced
6539
NEPPG
New England Professional Planning Group
Rhode Island
$1.41M +$286 1 0.52% Increased
6540
Alphadyne Asset Management
Alphadyne Asset Management
New York
$1.4M -$22.7M 4 0.01% Reduced
6541
G
GuidedMoney
Wisconsin
$1.4M $0 3 0.65% Maintained
6542
AWA
Aquire Wealth Advisors
Utah
$1.4M +$36.3K 1 0.32% Increased
6543
TWM
Tumwater Wealth Management
Idaho
$1.4M +$139K 1 0.51% Increased
6544
GVCM
Global View Capital Management
Wisconsin
$1.4M +$130K 1 0.29% Increased
6545
SRCM
Signature Resources Capital Management
California
$1.39M +$269K 8 0.55% Increased
6546
CF
CBM Financial
Texas
$1.39M -$86.7K 1 0.83% Reduced
6547
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$1.39M $0 1 0.02% Maintained
6548
APW
Axim Planning & Wealth
Ohio
$1.39M +$612K 4 1.94% Increased
6549
BWM
Boyd Wealth Management
California
$1.39M +$19.4K 1 0.53% Increased
6550
P8IP
Pier 88 Investment Partners
California
$1.38M -$698K 5 0.33% Reduced