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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
3701
WCWM
Wooster Corthell Wealth Management
Connecticut
$831K +$766K 2 0.38% New
3702
RAM
Roanoke Asset Management
New Jersey
$829K -$210K 1 0.39% Reduced
3703
PFS Investments
PFS Investments
Georgia
$817K +$776K 1 0.04% New
3704
SCA
Stuart Chaussee & Associates
California
$814K +$221K 4 0.53% Increased
3705
UWPG
Ullmann Wealth Partners Group
Florida
$814K +$39.5K 2 0.52% Increased
3706
WFWM
Wechter Feldman Wealth Management
New Jersey
$814K +$222K 2 0.53% Increased
3707
FNBSF
First National Bank Sioux Falls
South Dakota
$813K $0 1 2.77% Maintained
3708
SGS
Sterling Global Strategies
California
$806K -$257K 2 4.49% Reduced
3709
GPWA
Great Point Wealth Advisors
Massachusetts
$805K +$1.53K 2 0.68% Increased
3710
CWM
Cahaba Wealth Management
Georgia
$802K +$55.7K 1 0.22% Increased
3711
USGIU
U.S. Global Investors (USGI)
Texas
$800K +$148K 1 0.38% Increased
3712
GWA
Guidant Wealth Advisors
Illinois
$797K -$203K 6 0.31% Reduced
3713
MWC
MBM Wealth Consultants
Missouri
$783K +$30.2K 4 0.69% Increased
3714
CIM
Contravisory Investment Management
Massachusetts
$775K +$267K 5 0.3% Increased
3715
BDF
Black Diamond Financial
Maryland
$768K -$4.75K 1 0.69% Reduced
3716
NI
Nuance Investments
Missouri
$766K -$11.2M 1 0.04% Reduced
3717
PRC
Pearl River Capital
Michigan
$764K +$643K 6 1.9% Increased
3718
WCA
Windsor Creek Advisors
Vermont
$760K -$577K 1 0.2% Reduced
3719
BA
Ballew Advisors
Mississippi
$755K -$65K 2 0.69% Reduced
3720
MFT
Moisand Fitzgerald Tamayo
Florida
$751K -$1.44K 5 0.42% Reduced
3721
RFO
RiverGlades Family Offices
Florida
$746K +$677K 2 0.67% New
3722
SFG
Sather Financial Group
Texas
$744K -$203K 1 0.15% Reduced
3723
Shelton Capital Management
Shelton Capital Management
Colorado
$743K -$30.5M 9 2.93% Reduced
3724
CFN
Cordasco Financial Network
Florida
$738K +$78.5K 8 0.74% Increased
3725
HWM
Highwater Wealth Management
Colorado
$734K -$28.5K 2 3.05% Reduced