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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
5401
JFG
JDM Financial Group
Texas
$6.3M -$14.2K 7 2.15% Reduced
5402
ZWA
Zinnia Wealth Advisory
Florida
$6.3M -$437K 3 6.42% Reduced
5403
FFP
Forbes Financial Planning
Rhode Island
$6.3M -$24K 2 3.38% Reduced
5404
Cohen & Steers
Cohen & Steers
New York
$6.28M +$201K 7 0.01% Increased
5405
APM
a16z Perennial Management
California
$6.28M -$11.1M 4 0.51% Reduced
5406
PCMU
Paragon Capital Management (Utah)
Utah
$6.27M -$103K 5 4.65% Reduced
5407
EFMC
Empire Financial Management Company
New York
$6.27M -$28.3M 4 2.48% Reduced
5408
KPWM
KDK Private Wealth Management
Texas
$6.27M +$3.87M 1 5.2% Increased
5409
LAS
LWM Advisory Services
Florida
$6.25M -$6.85M 4 11.16% Reduced
5410
EP
Essential Partners
California
$6.25M -$1.66M 65 2.88% Reduced
5411
GG
GenWealth Group
New Jersey
$6.25M -$45.2K 2 0.97% Reduced
5412
PWP
Parkwoods Wealth Partners
New York
$6.25M +$3.16M 4 1% Increased
5413
BCI
Blue Capital Inc
Nebraska
$6.24M +$1.54M 6 3.96% Increased
5414
MA
Maxele Advisors
Missouri
$6.23M +$6.39M 3 4.35% New
5415
EW
Enzi Wealth
Texas
$6.22M -$317K 2 1.97% Reduced
5416
HA
Helium Advisors
Washington
$6.22M -$160K 3 5.17% Reduced
5417
AIFS
A&I Financial Services
Colorado
$6.22M +$784K 3 2.71% Increased
5418
SWMG
Sard Wealth Management Group
Georgia
$6.21M -$156K 4 2.97% Reduced
5419
MWM
MinichMacGregor Wealth Management
New York
$6.21M -$392K 3 0.94% Reduced
5420
OCG
Opus Capital Group
Ohio
$6.21M -$65.1K 3 0.6% Reduced
5421
BA
Bellwether Advisors
Nebraska
$6.2M -$1.01M 4 0.92% Reduced
5422
WIA
Wetzel Investment Advisors
Indiana
$6.19M -$826K 3 2.15% Reduced
5423
AWS
Alliance Wealth Strategies
Virginia
$6.18M -$222K 3 4.86% Reduced
5424
CCP
Cassia Capital Partners
North Carolina
$6.18M -$65.6K 3 3% Reduced
5425
BWA
BlueChip Wealth Advisors
Georgia
$6.18M -$294K 3 2.34% Reduced