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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
5201
WMR
Wealth Management Resources
Rhode Island
$881K +$5.96K 1 0.59% Increased
5202
SA
SWM Advisors
Florida
$878K $0 2 0.83% Maintained
5203
T
TrueFG
Texas
$872K -$314 1 0.46% Reduced
5204
SFPM
Sensible Financial Planning & Management
Massachusetts
$870K +$27.6K 1 0.22% Increased
5205
DEM
Disciplined Equity Management
Florida
$868K -$339K 2 0.86% Reduced
5206
MWM
MBE Wealth Management
Wisconsin
$860K -$840K 1 0.63% Reduced
5207
SA
Stewardship Advisors
Pennsylvania
$860K +$1.41K 1 0.37% Increased
5208
CPM
Connective Portfolio Management
New York
$854K -$2.66M 1 2.72% Reduced
5209
DT
Daniels + Tansey
Delaware
$854K +$124K 2 0.35% Increased
5210
PL
Portland Ltd
Cayman Islands
$853K $0 1 7.86% Maintained
5211
WWM
Wiser Wealth Management
Georgia
$853K -$258K 1 0.45% Reduced
5212
HAS
Holland Advisory Services
Florida
$852K -$314 1 1.05% Reduced
5213
SLWA
San Luis Wealth Advisors
California
$849K +$493K 1 0.89% Increased
5214
LWA
Lowe Wealth Advisors
Maryland
$848K +$57.2K 5 0.5% Increased
5215
GPA
Guidance Point Advisors
Massachusetts
$840K +$942 1 0.38% Increased
5216
PCM
Potomac Capital Management
New York
$839K -$133K 1 0.96% Reduced
5217
CWA
Carolina Wealth Advisors
South Carolina
$838K +$1.53K 6 0.66% Increased
5218
LFA
LifeGuide Financial Advisors
Pennsylvania
$831K $0 1 0.81% Maintained
5219
EVCM
Emerging Variant Capital Management
New York
$828K +$3.01M 1 68.6% New
5220
BFP
Briaud Financial Planning
Texas
$827K +$97.2K 1 0.74% Increased
5221
NFP
NorthLanding Financial Partners
New York
$826K +$938K 1 0.65% New
5222
FL
Fort LP
Maryland
$825K -$446K 2 1.03% Reduced
5223
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$823K +$657K 1 0.05% Increased
5224
CFAM
Coury Firm Asset Management
Pennsylvania
$823K +$28.4K 1 1.24% Increased
5225
BM
Belfer Management
New York
$817K +$847K 1 29.99% New