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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
7076
MI
Moneywise Inc
Virginia
$319K +$5.43K 1 0.12% Increased
7077
MWA
Mills Wealth Advisors
Texas
$316K -$42.9K 1 0.1% Reduced
7078
AC
Applied Capital
Arkansas
$316K -$286 1 0.1% Reduced
7079
BWA
BCU Wealth Advisors
Illinois
$314K +$38.9K 1 0.1% Increased
7080
XAU
XP Advisory US
Florida
$314K +$309K 2 0.17% New
7081
M
Murchinson
Ontario, Canada
$314K -$484K 1 0.04% Reduced
7082
ACA
AllStreet Capital Advisors
California
$311K $0 1 0.2% Maintained
7083
UA
URS Advisory
Florida
$308K +$1.34K 1 0.17% Increased
7084
P
Pandowealth
Georgia
$308K -$20K 1 0.25% Reduced
7085
ERWM
E&R Wealth Management
South Carolina
$306K -$5.15K 1 0.26% Reduced
7086
LS
LCW Services
Virginia
$303K $0 1 0.13% Maintained
7087
BFS
Burrus Financial Services
Utah
$300K -$100K 1 0.13% Reduced
7088
ES
ETF Store
Kansas
$299K -$33.5K 1 0.25% Reduced
7089
EWA
EQ Wealth Advisors
Texas
$298K -$28.3K 1 0.16% Reduced
7090
JWM
JHP Wealth Management
Colorado
$298K $0 1 0.24% Maintained
7091
MFN
Midwest Financial Network
Illinois
$298K +$30.9K 1 0.2% Increased
7092
WVP
Worth Venture Partners
New Jersey
$297K +$295K 1 0.67% New
7093
RSEWM
River's Edge Wealth Management
Pennsylvania
$294K +$4K 1 0.26% Increased
7094
CFG
Compass Financial Group
Ohio
$293K $0 1 0.2% Maintained
7095
Regents of the University of California
Regents of the University of California
California
$293K +$278K 1 0.01% New
7096
OGC
One68 Global Capital
New York
$290K -$500K 2 0.61% Reduced
7097
BWM
BCO Wealth Management
New Mexico
$289K $0 1 0.16% Maintained
7098
CCM
Ciovacco Capital Management
Georgia
$288K $0 1 0.13% Maintained
7099
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$287K $0 1 0% Maintained
7100
AIM
Access Investment Management
Georgia
$286K -$57.2K 4 0.07% Reduced