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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
5451
HWA
Hillcrest Wealth Advisors
New Jersey
$298K +$757 1 0.18% Increased
5452
SAM
Silphium Asset Management
United Kingdom
$297K $0 1 0.45% Maintained
5453
DFC
DB Fitzpatrick & Co
Idaho
$297K +$9.46K 2 0.33% Increased
5454
FAM
Frontier Asset Management
Wyoming
$297K +$350K 1 0.25% New
5455
HWA
Hilltop Wealth Advisors
North Carolina
$284K +$323K 1 0.28% New
5456
YMRC
Yorktown Management & Research Company
Virginia
$283K -$887K 1 0.37% Reduced
5457
CM
Cornerstone Management
Georgia
$280K -$1.59K 6 0.07% Reduced
5458
SFG
Sage Financial Group
Pennsylvania
$279K +$234K 1 0.04% Increased
5459
ACM
Anfield Capital Management
California
$273K +$3.33K 1 0.12% Increased
5460
GCM
Goldstream Capital Management
Hong Kong
$273K -$2.42M 1 0.24% Reduced
5461
SPWM
Spartan Planning & Wealth Management
North Carolina
$269K -$3.61M 2 0.36% Reduced
5462
OC
Oppenheimer & Close
New York
$268K +$69.2K 1 0.31% Increased
5463
EP
Equius Partners
California
$267K $0 1 0.09% Maintained
5464
PGF
Plan Group Financial
Oklahoma
$265K +$294K 1 0.46% New
5465
SPWM
Straight Path Wealth Management
Michigan
$262K $0 2 0.26% Maintained
5466
FVM
Forerunner Ventures Management
California
$261K $0 1 0.59% Maintained
5467
RJTCONH
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$20.1K 1 2.1% Reduced
5468
AAG
Avalon Advisory Group
Pennsylvania
$253K +$280K 1 0.15% New
5469
AA
AF Advisors
California
$250K -$357K 1 0.16% Reduced
5470
GECH
Garnet Equity Capital Holdings
New York
$250K +$17K 1 0.42% Increased
5471
SC
Sarissa Consulting
California
$250K +$215K 1 0.36% New
5472
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$248K +$202K 2 0.01% Increased
5473
SWA
ShankerValleau Wealth Advisors
Illinois
$248K $0 1 0.16% Maintained
5474
TFP
TrueWealth Financial Partners
Washington
$246K +$22.6K 1 0.26% Increased
5475
PSC
Piper Sandler & Co
Minnesota
$243K $0 1 0.22% Maintained