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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
7076
UFA
Uptown Financial Advisors
Texas
$693K -$13.8K 2 0.46% Reduced
7077
PA
Powerhouse Assets
Massachusetts
$691K +$18.9K 1 0.56% Increased
7078
EAMS
Eurizon Asset Management Slovakia
$682K $0 1 17.03% Maintained
7079
TF
TME Financial
California
$681K -$189K 2 0.42% Reduced
7080
LKWM
Lee-Kelleher Wealth Management
Maryland
$681K +$250K 2 0.36% Increased
7081
RRMM
Regatta Research & Money Management
Louisiana
$678K +$704K 9 0.64% New
7082
TWM
Troutman Wealth Management
Pennsylvania
$677K +$18K 1 0.52% Increased
7083
RBCM
Raub Brock Capital Management
California
$676K $0 1 0.19% Maintained
7084
HIA
HFM Investment Advisors
New Jersey
$666K +$91.1K 25 0.23% Increased
7085
MFG
Mann Financial Group
Minnesota
$663K -$10.8K 2 0.55% Reduced
7086
FLFS
Family Legacy Financial Solutions
North Carolina
$663K +$170K 2 0.4% Increased
7087
IFA
Independence Financial Advisors
New Hampshire
$658K -$706K 1 0.17% Reduced
7088
IWM
Inlight Wealth Management
Georgia
$655K +$572 1 0.21% Increased
7089
ARA
Approach Retirement Advisors
Alabama
$653K +$5.9K 2 0.47% Increased
7090
NFA
Northwest Financial Advisors
Virginia
$653K -$326K 2 0.09% Reduced
7091
XC
XY Capital
Hong Kong
$652K -$9.16M 2 0.63% Reduced
7092
FC
Family CFO
California
$650K +$226K 2 0.25% Increased
7093
EWA
EQ Wealth Advisors
Texas
$649K -$34.1K 2 0.36% Reduced
7094
IA
IFS Advisors
Kansas
$648K -$46.7K 6 0.31% Reduced
7095
AFS
Axiom Financial Strategies
Indiana
$647K +$75K 2 0.2% Increased
7096
MWML
Morrissey Wealth Management, LLC
Connecticut
$641K +$579K 2 0.4% New
7097
FW
Fidato Wealth
Ohio
$640K -$224K 1 0.37% Reduced
7098
GAMA
Graticule Asia Macro Advisors
New York
$637K +$623K 7 0.05% New
7099
FWS
FinDec Wealth Services
California
$636K -$1.76M 1 0.75% Reduced
7100
C
Croban
Ohio
$634K -$1.14K 1 0.28% Reduced