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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
6576
BC
Bulwark Capital
Florida
$624K -$18.1K 2 0.49% Reduced
6577
BFA
Bluestem Financial Advisors
Illinois
$623K $0 1 0.24% Maintained
6578
FW
Fairway Wealth
Ohio
$622K +$274K 3 0.17% Increased
6579
SG
Straightline Group
Michigan
$617K +$17.3K 1 0.36% Increased
6580
NFW
Noble Family Wealth
Florida
$617K +$14.5K 1 0.14% Increased
6581
IA
IFS Advisors
Kansas
$615K +$7.01K 6 0.36% Increased
6582
EFG
Erickson Financial Group
Pennsylvania
$612K -$19.9K 1 0.38% Reduced
6583
FCM
Fairholme Capital Management
Florida
$611K $0 1 0.05% Maintained
6584
MC
McCarthy & Cox
Ohio
$611K -$200K 2 0.14% Reduced
6585
EP
Ehrenkranz Partners
New York
$610K +$595K 2 0.53% New
6586
LWP
Laurel Wealth Planning
Minnesota
$607K -$22.6K 1 0.32% Reduced
6587
JBW
Journey Beyond Wealth
Georgia
$598K +$23K 2 0.49% Increased
6588
BWS
BCR Wealth Strategies
Alabama
$593K +$7.91K 1 0.21% Increased
6589
SC
Schiavi & Co
Delaware
$591K +$153K 1 0.19% Increased
6590
MFG
Mann Financial Group
Minnesota
$589K +$572K 2 0.58% New
6591
KWM
KMT Wealth Management
California
$585K -$67.8K 1 0.32% Reduced
6592
FC
Family CFO
California
$584K -$98.2K 2 0.27% Reduced
6593
CFG
Clayton Financial Group
Missouri
$582K +$127K 7 0.43% Increased
6594
AFS
Axiom Financial Strategies
Indiana
$577K -$73.6K 2 0.25% Reduced
6595
SIA
Stegner Investment Associates
Kentucky
$575K -$89K 1 0.32% Reduced
6596
SI
Sapience Investments
California
$574K -$4.07M 1 2.25% Reduced
6597
TCM
Teza Capital Management
Illinois
$568K -$4.53M 2 3.07% Reduced
6598
HA
Hanover Advisors
South Carolina
$567K -$3.84K 2 0.22% Reduced
6599
PWM
Pacific Wealth Management
California
$567K +$146K 1 0.29% Increased
6600
USGIU
U.S. Global Investors (USGI)
Texas
$565K -$591K 2 0.06% Reduced