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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
6951
BSWM
Boston Standard Wealth Management
Massachusetts
$495K -$410K 1 0.07% Reduced
6952
EWA
ERTS Wealth Advisors
Michigan
$494K +$109K 1 0.14% Increased
6953
FLFS
Family Legacy Financial Solutions
North Carolina
$493K -$9.44K 1 0.3% Reduced
6954
OCM
Outlook Capital Management
Illinois
$492K +$487K 1 0.16% New
6955
CFC
Client First Capital
California
$491K $0 1 0.2% Maintained
6956
PWA
Perspective Wealth Advisors
Colorado
$491K +$62.6K 1 0.27% Increased
6957
PFA
Providence Financial Advisors
Kansas
$491K -$14.6K 1 0.28% Reduced
6958
CS
Cisco Systems
California
$489K +$392K 1 0.12% New
6959
WCM
Wildcat Capital Management
New York
$489K +$463K 1 0.21% New
6960
PAMI
Perseverance Asset Management International
Cayman Islands
$487K +$456K 1 0.05% New
6961
DC
Destiny Capital
Colorado
$486K +$174K 1 0.23% Increased
6962
RF
RetireMitten Financial
Michigan
$483K +$115K 1 0.2% Increased
6963
SIM
Sims Investment Management
Ohio
$481K +$114K 3 0.15% Increased
6964
SA
Strategic Advocates
Utah
$480K +$12.5K 3 1.86% Increased
6965
HIA
HFM Investment Advisors
New Jersey
$478K +$75.2K 27 0.17% Increased
6966
TPG GP A
TPG GP A
Texas
$478K $0 1 0.01% Maintained
6967
EFG
Erickson Financial Group
Pennsylvania
$478K -$218K 1 0.26% Reduced
6968
RM
RCW Management
Florida
$477K -$23.5K 1 0.43% Reduced
6969
LKWM
Lee-Kelleher Wealth Management
Maryland
$474K +$32K 1 0.25% Increased
6970
KIC
Keating Investment Counselors
Florida
$472K -$250K 1 0.13% Reduced
6971
MPW
MGO Private Wealth
California
$470K -$186K 1 2.27% Reduced
6972
YWM
Yardley Wealth Management
Pennsylvania
$469K $0 1 0.21% Maintained
6973
FC
Fore Capital
New York
$469K -$711K 2 0.14% Reduced
6974
V
Viaable
Pennsylvania
$467K +$454K 1 0.39% New
6975
SWA
Safir Wealth Advisors
New Hampshire
$465K +$117K 1 0.3% Increased