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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
6401
WW
Winnow Wealth
Texas
$1.31M +$1.2M 12 1.3% New
6402
OWA
Oak Wealth Advisors
Illinois
$1.31M +$1.23M 2 1.01% New
6403
LWA
Lowe Wealth Advisors
Maryland
$1.3M +$91.8K 6 0.56% Increased
6404
GFA
Grunden Financial Advisory
Texas
$1.3M +$470K 2 0.63% Increased
6405
CWM
Consultiva Wealth Management
Puerto Rico
$1.3M +$1.21M 5 6.51% Increased
6406
CGA
Compound Global Advisors
Washington
$1.29M +$1.2M 1 5.24% New
6407
LIWM
Long Island Wealth Management
New York
$1.28M +$221K 2 0.8% Increased
6408
AAA
American Alpha Advisors
New York
$1.28M -$81.1K 2 1.13% Reduced
6409
LFA
LifeGuide Financial Advisors
Pennsylvania
$1.28M +$146K 2 0.55% Increased
6410
OA
Oceanside Advisors
South Carolina
$1.28M +$338K 3 0.95% Increased
6411
RFS
Retirement Financial Solutions
Tennessee
$1.28M -$15.3K 1 0.69% Reduced
6412
AP
Aspect Partners
Virginia
$1.28M -$11.7K 9 0.74% Reduced
6413
FF
Friday Financial
Iowa
$1.27M +$1.2M 1 0.88% New
6414
PFC
Poplar Forest Capital
California
$1.27M $0 1 0.23% Maintained
6415
MHFA
Mission Hills Financial Advisory
California
$1.27M +$431K 2 0.98% Increased
6416
BSWM
Boston Standard Wealth Management
Massachusetts
$1.26M -$23.7K 3 0.25% Reduced
6417
BWL
Beacon Wealthcare LLC
North Carolina
$1.26M -$60.8K 1 0.51% Reduced
6418
BF
Brooklyn FI
New York
$1.26M -$898K 3 0.42% Reduced
6419
FA
Freestate Advisors
Kansas
$1.26M -$21.9K 2 1.3% Reduced
6420
GL
GHE LLC
Tennessee
$1.25M +$166K 2 0.5% Increased
6421
NA
Note Advisors
New York
$1.25M +$1.18M 2 1.11% New
6422
FWM
FSR Wealth Management
Illinois
$1.25M +$1.18M 1 1.57% New
6423
IWM
IMG Wealth Management
Florida
$1.25M +$1.18M 5 1.16% New
6424
SAIG
Semper Augustus Investments Group
Colorado
$1.25M -$63.8K 2 0.22% Reduced
6425
PPW
PACK Private Wealth
Minnesota
$1.24M $0 2 0.73% Maintained