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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
6926
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$535K +$219K 1 0% Increased
6927
CF
Calder Financial
Pennsylvania
$534K +$15.4K 1 0.5% Increased
6928
RW
Ridgeline Wealth
Arizona
$533K -$68.4K 1 0.31% Reduced
6929
AWA
American Wealth Advisors
Georgia
$533K +$572 1 0.5% Increased
6930
BBFA
Brindle & Bay Financial Advisors
Texas
$533K +$515K 2 0.27% New
6931
AP
Arlington Partners
Alabama
$533K -$13.7K 2 0.96% Reduced
6932
JPT
Jordan Park Trust
New Hampshire
$532K -$33.2K 1 0.37% Reduced
6933
FI
Fosun International
China
$532K $0 1 0.12% Maintained
6934
SPA
Sound Portfolio Advisors
Connecticut
$521K $0 1 0.37% Maintained
6935
SigFig Wealth Management
SigFig Wealth Management
California
$518K $0 1 0.01% Maintained
6936
CGA
Compound Global Advisors
Washington
$518K +$198K 4 12.79% Increased
6937
TF
Thayer Financial
North Carolina
$515K -$220K 1 0.47% Reduced
6938
LC
Luminist Capital
Michigan
$513K +$193K 3 0.58% Increased
6939
WH
Wolfswood Holdings
New York
$512K $0 1 11.74% Maintained
6940
CCC
Chesapeake Capital Corp
Florida
$512K -$92.2K 1 0.27% Reduced
6941
OE
October Effect
Virginia
$508K $0 1 0.48% Maintained
6942
FLA
Financial Life Advisors
Texas
$508K -$858 1 0.14% Reduced
6943
BMC
Bear Mountain Capital
Washington
$507K +$400 4 0.15% Increased
6944
OC
OxenFree Capital
Florida
$502K -$5.15K 1 0.23% Reduced
6945
BHWM
Beacon Hill Wealth Management
$501K +$496K 1 0.35% New
6946
AWA
Arbor Wealth Advisors
Michigan
$500K +$20.6K 1 0.31% Increased
6947
HFA
Hippocratic Financial Advisors
California
$500K +$8.58K 1 0.19% Increased
6948
ATC
Advantage Trust Company
Kansas
$497K +$145K 6 0.17% Increased
6949
SCFS
Stewardship Concepts Financial Services
Washington
$497K -$80.9K 1 0.33% Reduced
6950
GFM
GEN Financial Management
Minnesota
$495K -$12.6K 1 0.3% Reduced