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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
7201
RFPS
Reality Financial Planning Services
Florida
$336K $0 1 0.32% Maintained
7202
FF
Frankly Finances
Florida
$336K $0 1 0.3% Maintained
7203
WWM
Woodside Wealth Management
Massachusetts
$335K -$29.1K 1 0.26% Reduced
7204
LFA
Longview Financial Advisors
Alabama
$324K -$201K 2 0.2% Reduced
7205
DEM
Disciplined Equity Management
Florida
$321K -$180K 1 0.16% Reduced
7206
SIAS
Summit Investment Advisory Services
Minnesota
$316K -$51K 1 0.12% Reduced
7207
CFG
Cosner Financial Group
Colorado
$315K +$6.51K 1 0.17% Increased
7208
PRAG
Portfolio Resources Advisor Group
Florida
$308K -$18.7K 1 0.31% Reduced
7209
BOC
Bull Oak Capital
California
$308K $0 1 0.12% Maintained
7210
LCM
LuminArx Capital Management
New York
$307K -$5.47M 1 0.23% Reduced
7211
MSWM
Mader & Shannon Wealth Management
Missouri
$307K -$5.19M 1 0.14% Reduced
7212
NL
NorthAvenue LLC
Ohio
$305K -$199 4 0.24% Reduced
7213
MMC
Mizuho Markets Cayman
Cayman Islands
$305K -$14.4M 1 0.02% Reduced
7214
SWA
Safir Wealth Advisors
New Hampshire
$305K $0 1 0.22% Maintained
7215
SFA
Salus Financial Advisors
Colorado
$304K -$14.3K 1 0.18% Reduced
7216
RWM
Riverchase Wealth Management
Texas
$300K $0 1 0.16% Maintained
7217
LFWA
LBJ Family Wealth Advisors
Texas
$300K $0 1 0.18% Maintained
7218
SF
Schaeffer Financial
Maryland
$300K $0 1 0.25% Maintained
7219
BWS
BFI Wealth Solutions
Texas
$299K +$1.04K 1 0.29% Increased
7220
AIC
Allodium Investment Consultants
Minnesota
$296K $0 1 0.14% Maintained
7221
BT
Brandywine Trust
Delaware
$292K $0 1 0.05% Maintained
7222
BWA
Brave Warrior Advisors
New York
$292K $0 1 0.01% Maintained
7223
IDBONY
Israel Discount Bank of New York
New York
$291K -$241K 1 0.64% Reduced
7224
P
Pandowealth
Georgia
$288K -$368K 1 0.25% Reduced
7225
EP
Eversept Partners
New York
$285K -$3.83K 1 0.02% Reduced