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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
6551
SFO
Standard Family Office
South Dakota
$697K $0 2 0.76% Maintained
6552
DJFS
Dean Jacobson Financial Services
Texas
$697K -$11.3K 2 0.51% Reduced
6553
TWM
Tanglewood Wealth Management
Texas
$695K $0 1 0.06% Maintained
6554
MHB
Midwest Heritage Bank
Iowa
$681K $0 2 0.24% Maintained
6555
AA
ArborFi Advisors
Michigan
$680K -$9.04K 2 0.55% Reduced
6556
TPBG
Turning Point Benefit Group
Maryland
$675K +$645K 14 0.41% New
6557
TC
TradeLink Capital
Illinois
$673K -$906K 2 4.84% Reduced
6558
TCM
Twele Capital Management
Minnesota
$672K +$226 1 0.12% Increased
6559
AAA
American Alpha Advisors
New York
$668K +$42K 2 0.46% Increased
6560
QHA
Quarry Hill Advisors
Minnesota
$667K -$108K 1 0.34% Reduced
6561
LFG
Leverty Financial Group
Wisconsin
$664K -$65.3K 2 0.17% Reduced
6562
LI
Latash Investments
Alaska
$664K $0 1 0.48% Maintained
6563
BI
BFI Infinity
Switzerland
$659K -$57.2K 2 0.28% Reduced
6564
FOFP
Fee-Only Financial Planning
South Carolina
$657K $0 1 0.38% Maintained
6565
M
Murchinson
Ontario, Canada
$656K -$3.39M 2 0.08% Reduced
6566
EF
Envision Financial
Wisconsin
$655K $0 1 0.38% Maintained
6567
SFG
Socha Financial Group
New York
$645K -$16.5K 2 0.27% Reduced
6568
SA
Sunesis Advisors
Kansas
$641K +$568K 1 0.3% New
6569
CI
Centerstone Investors
New York
$638K $0 1 2.27% Maintained
6570
FFP
Forbes Financial Planning
Rhode Island
$637K -$6.05M 1 0.42% Reduced
6571
UFA
Uptown Financial Advisors
Texas
$632K -$93.5K 2 0.52% Reduced
6572
GIC
GFI Investment Counsel
Ontario, Canada
$631K +$332K 1 0.07% Increased
6573
C
Croban
Ohio
$629K +$23.5K 1 0.42% Increased
6574
VF
Vestment Financial
Minnesota
$629K $0 1 0.36% Maintained
6575
UA
Unison Advisors
District of Columbia
$627K -$358K 1 0.06% Reduced