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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
6701
TF
TME Financial
California
$329K -$9.5K 1 0.29% Reduced
6702
BSC
Brown Shipley & Co
United Kingdom
$324K -$15.3K 2 0.18% Reduced
6703
FCC
Florin Court Capital
United Kingdom
$319K -$418K 1 0.33% Reduced
6704
PMIA
Patrick Mauro Investment Advisor
Illinois
$316K -$264K 1 0.17% Reduced
6705
AIA
Acute Investment Advisory
Arizona
$315K -$1.39K 1 1.59% Reduced
6706
CM
Cornerstone Management
Georgia
$315K -$1.62K 1 0.06% Reduced
6707
GIA
Goodwin Investment Advisory
Georgia
$309K -$181K 1 0.48% Reduced
6708
BFS
Burrus Financial Services
Utah
$307K +$232 1 0.16% Increased
6709
AWMM
Aegis Wealth Management (Maryland)
Maryland
$306K -$239 1 0.18% Reduced
6710
PIC
Platt Investment Counsel
Florida
$305K $0 1 0.3% Maintained
6711
OAP
One Advisory Partners
Kansas
$303K +$22.5K 1 0.13% Increased
6712
VWM
VanWeelden Wealth Management
Ohio
$299K +$61.9K 1 0.27% Increased
6713
CIG
CHB Investment Group
Pennsylvania
$295K $0 1 0.16% Maintained
6714
SFA
Salus Financial Advisors
Colorado
$291K +$11.4K 1 0.22% Increased
6715
LKWM
Lee-Kelleher Wealth Management
Maryland
$285K -$28.3K 1 0.21% Reduced
6716
FW
Fairway Wealth
Ohio
$282K -$1.01M 5 0.1% Reduced
6717
EPM
Elm Partners Management
Pennsylvania
$280K +$292K 1 0.01% New
6718
AF
Amara Financial
California
$276K +$232 1 0.25% Increased
6719
1C
1060 Capital
Colorado
$274K +$385K 1 0.62% New
6720
CFGF
Compass Financial Group (Florida)
Florida
$269K -$210K 1 0.14% Reduced
6721
SWA
Safir Wealth Advisors
New Hampshire
$267K $0 1 0.21% Maintained
6722
BT
Brandywine Trust
Delaware
$266K $0 1 0.04% Maintained
6723
BWA
Brave Warrior Advisors
New York
$266K $0 1 0.01% Maintained
6724
EC
Estate Counselors
Wisconsin
$266K -$5.28M 1 0.03% Reduced
6725
BAM
BLKBRD Asset Management
Connecticut
$266K +$232K 1 0.32% New