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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
5851
ACM
Altrius Capital Management
North Carolina
$812K +$246K 1 0.23% Increased
5852
VWA
Valued Wealth Advisors
Utah
$812K +$871K 15 0.75% New
5853
IHWM
Iron Horse Wealth Management
Iowa
$812K -$6.77K 10 0.35% Reduced
5854
HPA
High Probability Advisors
New York
$809K +$369 1 0.16% Increased
5855
LWP
Laurel Wealth Planning
Minnesota
$797K +$4.62K 1 0.56% Increased
5856
BSWM
Boston Standard Wealth Management
Massachusetts
$794K $0 1 0.21% Maintained
5857
CWP
Corepath Wealth Partners
Arizona
$793K +$317K 2 0.44% Increased
5858
SCM
Sheridan Capital Management
California
$791K +$759K 1 0.64% New
5859
IFPL
Investments & Financial Planning LLC
Kentucky
$790K +$7.19K 2 0.59% Increased
5860
OA
Oceanside Advisors
South Carolina
$788K +$767K 2 0.7% New
5861
CI
CPR Investments
Michigan
$786K $0 1 0.76% Maintained
5862
LIM
Longfellow Investment Management
Massachusetts
$781K -$1.06M 5 0.19% Reduced
5863
HPC
Hobart Private Capital
North Carolina
$781K -$31K 2 0.26% Reduced
5864
SFP
Strategic Financial Partners
Oregon
$780K +$119K 1 0.45% Increased
5865
AAM
American Asset Management
Florida
$775K +$75K 2 1.23% Increased
5866
FFW
Fusion Family Wealth
New York
$774K $0 1 0.09% Maintained
5867
AA
AF Advisors
California
$770K +$1.85K 2 0.18% Increased
5868
BIM
Bullseye Investment Management
Ohio
$767K +$757K 2 0.49% New
5869
CPG
Custom Portfolio Group
Colorado
$767K +$734K 5 0.68% New
5870
MA
MAS Advisors
Florida
$766K +$173K 2 0.99% Increased
5871
GCWM
Graham Capital Wealth Management
District of Columbia
$763K -$503K 2 2.01% Reduced
5872
GL
GHE LLC
Tennessee
$762K +$10.8K 1 0.46% Increased
5873
TWM
TSA Wealth Management
Texas
$760K +$729K 1 0.35% New
5874
LCM
Lunt Capital Management
Utah
$760K -$34.5K 1 0.39% Reduced
5875
Deerfield Management
Deerfield Management
New York
$759K +$712K 3 0.01% New