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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
IPA
Investment Planning Advisors
Georgia
$629K $0 1 0.32% Maintained
6002
LWP
Laurel Wealth Planning
Minnesota
$625K -$268K 1 0.41% Reduced
6003
MHB
Midwest Heritage Bank
Iowa
$624K -$124K 2 0.29% Reduced
6004
SWM
Schwallier Wealth Management
Michigan
$624K -$183K 1 0.45% Reduced
6005
CF
Crosspoint Financial
California
$623K $0 2 2.14% Maintained
6006
DIM
DC Investments Management
Virginia
$623K $0 2 0.44% Maintained
6007
OC
OxenFree Capital
Florida
$622K -$170K 2 0.49% Reduced
6008
FPCG
Forum Private Client Group
Indiana
$622K -$3.57K 1 0.28% Reduced
6009
BFA
Brown Financial Advisory
Alabama
$617K +$223 2 0.44% Increased
6010
SIA
Stegner Investment Associates
Kentucky
$611K -$5.14K 1 0.42% Reduced
6011
AAG
Avalon Advisory Group
Pennsylvania
$611K $0 1 0.28% Maintained
6012
LFG
Leverty Financial Group
Wisconsin
$610K -$51.8K 1 0.33% Reduced
6013
RWIA
Roger Wittlin Investment Advisory
California
$609K $0 2 0.35% Maintained
6014
GCP
Garda Capital Partners
Minnesota
$607K -$2.24M 1 0.02% Reduced
6015
CIM
Cambria Investment Management
California
$606K -$1.22M 2 0.04% Reduced
6016
RL
RPO LLC
Connecticut
$606K -$569K 1 0.49% Reduced
6017
APW
Atlantic Private Wealth
North Carolina
$605K +$209K 5 0.46% Increased
6018
LW
Lauer Wealth
Indiana
$604K -$7.37K 1 0.47% Reduced
6019
EPAM
Euro Pacific Asset Management
Puerto Rico
$604K $0 1 0.11% Maintained
6020
FVCM
F&V Capital Management
Florida
$604K -$19.9K 2 0.16% Reduced
6021
SIM
Sandia Investment Management
Massachusetts
$601K +$537K 3 0.97% Increased
6022
PWP
Parkwoods Wealth Partners
New York
$601K +$574K 3 0.49% New
6023
AC
AIFG Consultants
New York
$599K -$29.3K 1 0.46% Reduced
6024
1CM
1492 Capital Management
Wisconsin
$599K -$3.17K 3 0.3% Reduced
6025
EFG
Erickson Financial Group
Pennsylvania
$598K $0 1 0.43% Maintained