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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
4076
Xponance
Xponance
Pennsylvania
$778K +$822K 2 0.63% Increased
4077
VCS
Vaughan & Co Securities
New Jersey
$772K -$65.6K 4 0.98% Reduced
4078
XM
XTX Markets
New York
$759K -$187K 2 2.49% Reduced
4079
PWP
Personal Wealth Partners
Minnesota
$749K -$500K 3 0.45% Reduced
4080
MCM
Maxim Capital Management
California
$746K +$387K 2 0.77% Increased
4081
TCB
Texas Capital Bancshares
Texas
$743K $0 3 1.31% Maintained
4082
MSWMA
Market Street Wealth Management Advisors
Indiana
$739K +$300K 2 0.8% Increased
4083
BA
Ballew Advisors
Mississippi
$732K -$84.5K 2 0.83% Reduced
4084
EE
EWG Elevate
California
$728K +$449K 2 0.55% Increased
4085
HWA
Heartwood Wealth Advisors
Virginia
$722K -$39.1K 2 0.17% Reduced
4086
WI
Wedgewood Investors
Pennsylvania
$709K -$332K 2 1.37% Reduced
4087
VST
Van Strum & Towne
California
$706K +$211K 3 0.56% Increased
4088
UFM
Ursa Fund Management
California
$703K -$864M 1 0.2% Reduced
4089
CC
Criteria Caixa
Spain
$692K +$816K 1 0.23% New
4090
KL
KWMG LLC
Kansas
$692K -$35K 1 0.19% Reduced
4091
AFG
Arkansas Financial Group
Arkansas
$691K -$18.1K 1 0.26% Reduced
4092
TW
Towerpoint Wealth
California
$683K +$69.4K 1 0.54% Increased
4093
LPU
Lansdowne Partners (UK)
United Kingdom
$681K -$74.2M 1 0.04% Reduced
4094
PCWA
Pacific Capital Wealth Advisors
California
$681K -$13.5K 1 0.51% Reduced
4095
LPWM
Lake Point Wealth Management
Texas
$676K +$9.83K 7 0.59% Increased
4096
APC
Aspire Private Capital
North Carolina
$672K -$3M 7 0.36% Reduced
4097
LWA
LWS Wealth Advisors
New Jersey
$664K +$105K 2 0.43% Increased
4098
AFG
Affinia Financial Group
Massachusetts
$661K -$22.4K 1 0.61% Reduced
4099
FS
Ferguson Shapiro
Georgia
$661K -$39K 2 0.46% Reduced
4100
FA
FC Advisory
Pennsylvania
$655K $0 1 0.45% Maintained