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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
6001
CF
Crosspoint Financial
California
$604K +$556K 2 2.47% New
6002
LW
Lauer Wealth
Indiana
$604K -$16.4K 1 0.48% Reduced
6003
LFG
Leverty Financial Group
Wisconsin
$601K -$261K 1 0.36% Reduced
6004
FVCM
F&V Capital Management
Florida
$600K -$43.7K 2 0.17% Reduced
6005
TLFA
True Link Financial Advisors
California
$595K -$233K 1 0.06% Reduced
6006
PFG
Peterson Financial Group
Iowa
$589K +$27.6K 1 3.59% Increased
6007
DMKJ
David M. Knott Jr
$583K $0 2 0.23% Maintained
6008
RWIA
Roger Wittlin Investment Advisory
California
$582K $0 2 0.37% Maintained
6009
CCM
Cobalt Capital Management
New Jersey
$580K +$551K 1 0.25% New
6010
LCM
Lunt Capital Management
Utah
$579K $0 1 0.29% Maintained
6011
DIM
DC Investments Management
Virginia
$577K $0 2 0.49% Maintained
6012
ITB
Idaho Trust Bank
Idaho
$575K -$6.81M 1 0.29% Reduced
6013
BHWM
Bay Harbor Wealth Management
Maryland
$572K +$108K 5 0.2% Increased
6014
AC
AIFG Consultants
New York
$569K +$214K 1 0.42% Increased
6015
FPCG
Forum Private Client Group
Indiana
$566K -$2.61K 1 0.27% Reduced
6016
BWM
Buska Wealth Management
Wisconsin
$558K +$168K 2 0.22% Increased
6017
SIA
Stegner Investment Associates
Kentucky
$558K +$494K 1 0.4% New
6018
FW
Fairway Wealth
Ohio
$553K +$382K 8 0.33% Increased
6019
AAG
Avalon Advisory Group
Pennsylvania
$552K -$35.6K 1 0.26% Reduced
6020
WA
Win Advisors
Florida
$547K +$593K 1 0.24% New
6021
BFA
Brown Financial Advisory
Alabama
$547K +$280K 2 0.42% Increased
6022
TC
Touchstone Capital
Pennsylvania
$544K $0 2 0.85% Maintained
6023
EFG
Erickson Financial Group
Pennsylvania
$540K $0 1 0.41% Maintained
6024
IPGDR
Investidor Profissional Gestao de Recursos
Brazil
$540K +$478K 1 0.24% New
6025
CC
Cultivar Capital
Texas
$539K +$146K 4 0.45% Increased