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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
4501
CA
Cambridge Advisors
Nebraska
$11.5M -$527K 2 1.97% Reduced
4502
FWM
Fonville Wealth Management
Virginia
$11.5M -$540K 3 1.87% Reduced
4503
AFS
Aft Forsyth & Sober
Florida
$11.4M $0 2 3.58% Maintained
4504
SFG
Strive Financial Group
Indiana
$11.4M -$3.58M 14 4.97% Reduced
4505
DCM
Divisar Capital Management
California
$11.4M -$597K 2 2.64% Reduced
4506
SPA
Sentinel Pension Advisors
Massachusetts
$11.4M +$257K 3 1.5% Increased
4507
KFG
Kelly Financial Group
Connecticut
$11.4M +$549K 3 2.54% Increased
4508
UCI
Uncommon Cents Investing
Wisconsin
$11.4M +$516K 5 2.48% Increased
4509
WCP
Wick Capital Partners
Pennsylvania
$11.4M +$1.02M 4 1.72% Increased
4510
TCM
Towercrest Capital Management
Pennsylvania
$11.4M -$108K 3 1.59% Reduced
4511
LC
Landaas & Company
Wisconsin
$11.4M -$135K 4 2.08% Reduced
4512
SAM
Sunstone Asset Management
New York
$11.4M +$4.18M 6 12.34% Increased
4513
PA
PSI Advisors
Florida
$11.4M -$2.24M 5 2.64% Reduced
4514
LI
LVZ Inc
Michigan
$11.4M -$154K 3 1.16% Reduced
4515
PCI
Planning Center Inc
Illinois
$11.4M -$201K 3 1.07% Reduced
4516
EFS
Econ Financial Services
Pennsylvania
$11.4M -$2.44M 3 5.31% Reduced
4517
PWM
Peck Wealth Management
New York
$11.4M -$174K 3 9.56% Reduced
4518
CCA
Cygnus Capital Advisors
Georgia
$11.3M +$3.54M 6 7.71% Increased
4519
LK
Lumbard & Kellner
New Hampshire
$11.3M +$273K 2 3.44% Increased
4520
FIA
FPC Investment Advisory
California
$11.3M -$418K 2 5.35% Reduced
4521
PRRFG
Paul R. Ried Financial Group
Washington
$11.3M +$419K 2 4.95% Increased
4522
SHA
Seneca House Advisors
Virginia
$11.3M +$577K 4 4.01% Increased
4523
NL
NKCFO LLC
Illinois
$11.3M -$213K 3 3.43% Reduced
4524
BRPW
Ballast Rock Private Wealth
South Carolina
$11.3M -$417K 3 5.23% Reduced
4525
CPWM
Cypress Point Wealth Management
Texas
$11.3M +$1.3M 5 2.3% Increased