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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3051
SHWM
Smith & Howard Wealth Management
Georgia
$646K -$86K 1 0.31% Reduced
3052
OCAM
Onex Canada Asset Management
Ontario, Canada
$644K -$6M 1 0.06% Reduced
3053
OAJ
Ogorek Anthony Joseph
New York
$641K -$8.17K 3 0.66% Reduced
3054
HWM
Highwater Wealth Management
Colorado
$639K +$230K 1 1.92% Increased
3055
FDS
First Dallas Securities
Texas
$638K -$312K 2 0.44% Reduced
3056
OBWP
O'Brien Wealth Partners
Massachusetts
$637K -$51K 1 0.35% Reduced
3057
BA
Bristol Advisors
Pennsylvania
$634K -$5.11M 2 0.72% Reduced
3058
FIG
FundX Investment Group
California
$625K -$148K 2 0.26% Reduced
3059
SJL
Shayne & Jacobs LLC
Tennessee
$620K -$17.6K 1 0.49% Reduced
3060
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$619K +$376K 7 0.07% Increased
3061
UWPG
Ullmann Wealth Partners Group
Florida
$618K +$132K 4 0.51% Increased
3062
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$614K -$593K 1 0.08% Reduced
3063
RBC
Roble Belko & Company
Pennsylvania
$602K -$82.6K 8 0.3% Reduced
3064
HCA
Heck Capital Advisors
Wisconsin
$600K -$25.4K 1 0.37% Reduced
3065
HFBOT
Home Federal Bank of Tennessee
Tennessee
$595K -$20.7K 1 0.32% Reduced
3066
GVT
Genesee Valley Trust
New York
$594K -$262K 1 0.41% Reduced
3067
FTB
First Trust Bank
Bahamas
$593K $0 1 2.18% Maintained
3068
DPI
Diversified Portfolios Inc
Michigan
$589K -$243K 1 0.36% Reduced
3069
RWMH
Riverpoint Wealth Management Holdings
Illinois
$589K +$1.05K 1 0.45% Increased
3070
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$586K -$5.14K 1 0.4% Reduced
3071
PTC
Provident Trust Company
Wisconsin
$569K $0 1 0.03% Maintained
3072
CPP
Crow Point Partners
Massachusetts
$562K +$467K 2 0.09% Increased
3073
DLG
Daniel L. Goodwin
$561K $0 2 0.23% Maintained
3074
WI
Wedgewood Investors
Pennsylvania
$557K -$27.7K 2 0.49% Reduced
3075
FFIM
Founders Fund II Management
California
$551K $0 1 54.23% Maintained