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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
7026
TFP
Townsend Financial Planning
Kentucky
$820K +$286 1 0.71% Increased
7027
RWM
Rolek Wealth Management
Pennsylvania
$812K +$286 1 0.45% Increased
7028
WT
WHI Trust
Illinois
$806K -$13.5K 4 0.52% Reduced
7029
FOFP
Fee-Only Financial Planning
South Carolina
$804K -$37.2K 1 0.43% Reduced
7030
YWM
Yardley Wealth Management
Pennsylvania
$801K $0 2 0.36% Maintained
7031
BS
Brighton Securities
New York
$800K +$36.8K 2 0.34% Increased
7032
SFG
Strategic Financial Group
Michigan
$800K $0 2 0.77% Maintained
7033
CFG
Compass Financial Group
Ohio
$795K +$216K 3 0.53% Increased
7034
BFA
Bluestem Financial Advisors
Illinois
$794K -$5.43K 1 0.28% Reduced
7035
DMKJ
David M. Knott Jr
$793K $0 2 0.42% Maintained
7036
BOCM
Bontempo Ohly Capital Management
Maryland
$790K +$40.8K 2 0.34% Increased
7037
P
Palladiem
Pennsylvania
$787K -$247K 3 0.76% Reduced
7038
LAA
Liberty Atlantic Advisors
Texas
$787K +$513K 2 0.57% Increased
7039
DJFS
Dean Jacobson Financial Services
Texas
$784K $0 2 0.43% Maintained
7040
SFO
Standard Family Office
South Dakota
$783K $0 2 0.69% Maintained
7041
NFW
Noble Family Wealth
Florida
$777K $0 1 0.14% Maintained
7042
VF
Vestment Financial
Minnesota
$772K +$1.43K 1 0.35% Increased
7043
PCM
Perkins Capital Management
Minnesota
$767K $0 1 0.58% Maintained
7044
HFA
Hippocratic Financial Advisors
California
$764K +$38.7K 2 0.29% Increased
7045
BCM
Brookmont Capital Management
Texas
$764K -$2.58M 2 0.41% Reduced
7046
OC
OxenFree Capital
Florida
$763K -$75.7K 2 0.35% Reduced
7047
OA
Oasis Advisors
Iowa
$761K -$40.4M 2 0.49% Reduced
7048
GWMT
Guardian Wealth Management (Tennessee)
Tennessee
$760K -$22.6K 3 0.21% Reduced
7049
OC
Owlhouse Capital
New York
$760K +$684K 2 1.17% New
7050
PCM
Pavaki Capital Management
Colorado
$754K $0 1 0.26% Maintained