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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
7051
BVP
Bristlecone Value Partners
California
$779K +$723K 1 0.9% New
7052
LCM
Lunt Capital Management
Utah
$777K -$7.52K 1 0.29% Reduced
7053
1CM
1492 Capital Management
Wisconsin
$777K -$1.23M 3 0.3% Reduced
7054
TFP
Townsend Financial Planning
Kentucky
$770K +$761K 1 0.77% New
7055
YWM
Yardley Wealth Management
Pennsylvania
$762K $0 2 0.4% Maintained
7056
GWMT
Guardian Wealth Management (Tennessee)
Tennessee
$756K +$742K 3 0.24% New
7057
ACM
Arrington Capital Management
Florida
$753K +$1.38M 1 0.71% New
7058
HC
Hoese & Co
Minnesota
$752K $0 2 0.54% Maintained
7059
CM
Cornerstone Management
Georgia
$748K +$431K 2 0.12% Increased
7060
DMKJ
David M. Knott Jr
$747K $0 2 0.35% Maintained
7061
DF
Downshift Financial
Colorado
$746K +$741K 2 0.46% New
7062
SM
Southport Management
Wyoming
$744K +$702K 1 2.6% New
7063
TWM
Tanglewood Wealth Management
Texas
$742K $0 1 0.07% Maintained
7064
SFO
Standard Family Office
South Dakota
$741K $0 2 0.79% Maintained
7065
OC
OxenFree Capital
Florida
$737K -$9.88K 2 0.39% Reduced
7066
RC
Rangeley Capital
Connecticut
$736K +$188K 2 0.61% Increased
7067
TCM
Teza Capital Management
Illinois
$733K +$255K 2 2.36% Increased
7068
NFW
Noble Family Wealth
Florida
$730K -$2.81K 1 0.15% Reduced
7069
CF
CDC Financial
Illinois
$724K +$701K 1 0.34% New
7070
FA
FSA Advisors
Michigan
$720K -$4.06M 2 0.5% Reduced
7071
TFP
Triune Financial Partners
Kansas
$719K -$246K 3 0.17% Reduced
7072
FF
Fortitude Financial
Washington
$717K -$6.43M 2 0.61% Reduced
7073
MHB
Midwest Heritage Bank
Iowa
$716K -$5.1K 2 0.25% Reduced
7074
FSA
Financial Services Advisory
Maryland
$714K +$111K 1 0.26% Increased
7075
KWM
KRM Wealth Management
Nevada
$707K +$698K 1 0.39% New