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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
6026
HLAM
Hidden Lake Asset Management
New York
$3.85M -$20.7M 1 1.16% Reduced
6027
PAW
Plan A Wealth
Nebraska
$3.85M +$216K 3 1.64% Increased
6028
RCWM
Red Crane Wealth Management
California
$3.85M +$40K 2 2.83% Increased
6029
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$3.84M +$777K 2 0.07% Increased
6030
GC
Gruss & Co
Florida
$3.84M +$439K 4 9.42% Increased
6031
CIM
Capital Investment Management
Missouri
$3.84M -$538K 4 1.18% Reduced
6032
SWM
Shepherd Wealth Management
Ohio
$3.84M +$401K 4 2.12% Increased
6033
PP
Prosperity Planning
Missouri
$3.84M +$530K 3 0.88% Increased
6034
PP
PFS Partners
New Jersey
$3.84M +$619K 9 1.55% Increased
6035
USGIU
U.S. Global Investors (USGI)
Texas
$3.83M +$83.2K 5 0.37% Increased
6036
HFS
Hoge Financial Services
Pennsylvania
$3.82M +$76.2K 3 1.83% Increased
6037
VF
Vista Finance
Missouri
$3.82M +$938K 4 2.14% Increased
6038
WWA
Wingate Wealth Advisors
Massachusetts
$3.82M -$461K 3 1.68% Reduced
6039
PCP
Pacific Capital Partners
$3.81M +$1.53M 2 3.3% Increased
6040
HBS
Howard Bailey Securities
Indiana
$3.81M -$1.02M 4 1.43% Reduced
6041
WP
Walleye Partners
Wisconsin
$3.81M +$1.98M 2 4.34% Increased
6042
BCM
Basso Capital Management
Connecticut
$3.8M +$2.89M 3 0.81% Increased
6043
FWWM
Fiscal Wisdom Wealth Management
Connecticut
$3.79M +$81.3K 5 3.22% Increased
6044
HFS
Hughes Financial Services
Virginia
$3.79M +$549K 33 0.5% Increased
6045
PIFP
Partners in Financial Planning
Virginia
$3.79M -$72.4K 3 0.57% Reduced
6046
VC
VarCov Co
Connecticut
$3.79M -$2.82M 6 1.44% Reduced
6047
G
Greycroft
New York
$3.78M +$402K 2 8.58% Increased
6048
MWP
Meredith Wealth Planning
Illinois
$3.78M +$83K 3 0.89% Increased
6049
FWMM
Foundation Wealth Management (Missouri)
Missouri
$3.78M -$218K 1 2.23% Reduced
6050
CCP
Cushing Capital Partners
Wisconsin
$3.77M +$219K 4 2.6% Increased