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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
6251
BSWM
Boston Standard Wealth Management
Massachusetts
$1.62M -$85.8K 4 0.27% Reduced
6252
CC
Citrine Capital
California
$1.62M +$471K 3 0.75% Increased
6253
FWM
Fortress Wealth Management
California
$1.61M +$17.4K 1 0.72% Increased
6254
IMC
Investment Management Corporation
Virginia
$1.61M -$164K 2 1.39% Reduced
6255
CWM
Core Wealth Management
Florida
$1.61M +$189K 2 0.52% Increased
6256
MWML
M Wealth Management LLC
California
$1.6M -$452K 1 1.41% Reduced
6257
NA
Nottingham Advisors
New York
$1.6M +$268K 2 0.22% Increased
6258
AWAM
Appian Way Asset Management
New York
$1.6M -$5.04M 1 0.29% Reduced
6259
GVCM
Global View Capital Management
Wisconsin
$1.59M -$177K 2 0.34% Reduced
6260
CWA
Capital Wealth Alliance
Arizona
$1.58M +$254K 2 0.79% Increased
6261
PAM
Prodigy Asset Management
Nebraska
$1.58M $0 2 0.71% Maintained
6262
BRIA
Balanced Rock Investment Advisors
Massachusetts
$1.58M +$135K 3 1.15% Increased
6263
OWA
Oak Wealth Advisors
Illinois
$1.57M -$30K 2 0.91% Reduced
6264
CC
Corton Capital
Ontario, Canada
$1.57M -$4.77M 9 3.85% Reduced
6265
HWMT
Heritage Wealth Management (Texas)
Texas
$1.56M -$147K 1 0.69% Reduced
6266
VFG
Valley Financial Group
Pennsylvania
$1.55M +$9.08K 2 0.88% Increased
6267
DWA
Davis Wealth Advisors
New Hampshire
$1.55M -$31.6K 1 1.39% Reduced
6268
LIWM
Long Island Wealth Management
New York
$1.54M +$14.7K 2 0.75% Increased
6269
BF
Brooklyn FI
New York
$1.54M +$74K 3 0.35% Increased
6270
JTBR
James T. Borello RIA
Illinois
$1.54M +$925K 19 0.42% Increased
6271
BWL
Beacon Wealthcare LLC
North Carolina
$1.53M +$205K 1 0.54% Increased
6272
TWM
Tumwater Wealth Management
Idaho
$1.53M -$250K 2 0.68% Reduced
6273
PFO
PMG Family Office
Texas
$1.53M +$1.45M 3 1.71% New
6274
SAM
Steinberg Asset Management
New York
$1.53M $0 1 1.1% Maintained
6275
SPIO
Seven Post Investment Office
California
$1.52M $0 2 0.55% Maintained