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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
7301
CWM
Capstone Wealth Management
Montana
$252K +$248K 1 0.22% New
7302
AWF
Alpha Wealth Funds
Utah
$246K -$308K 1 0.15% Reduced
7303
MFN
Midwest Financial Network
Illinois
$246K -$2.69K 1 0.19% Reduced
7304
SL
SWF LLC
Nebraska
$243K $0 1 0.02% Maintained
7305
SFP
Sherwood Financial Partners
California
$240K $0 1 0.21% Maintained
7306
FPFC
Financial Planning Fort Collins
Colorado
$238K +$229K 1 0.21% New
7307
NDWM
New Dimensions Wealth Management
Texas
$235K -$3.49K 1 0.2% Reduced
7308
NA
Networth Advisors
Pennsylvania
$234K +$231K 3 0.17% New
7309
FC
Farley Capital
New York
$233K -$1.81M 1 0.17% Reduced
7310
CCM
Cutler Capital Management
Massachusetts
$232K -$33.6K 1 0.07% Reduced
7311
Provida Pension Fund Administrator
Provida Pension Fund Administrator
Chile
$232K $0 1 0% Maintained
7312
KK
Kotler Kevin
$231K +$229K 1 0.05% New
7313
MPW
Melone Private Wealth
Michigan
$231K $0 1 0.1% Maintained
7314
RWA
Reicon Wealth Advisors
Georgia
$227K +$225K 1 0.16% New
7315
AI
Atomic Invest
New York
$224K +$220K 5 0.13% New
7316
RSEWM
River's Edge Wealth Management
Pennsylvania
$223K +$234K 1 0.22% New
7317
CWMS
CFG Wealth Management Services
Indiana
$219K +$192K 5 0.2% New
7318
PAYA
Phil A. Younker & Associates
Alaska
$218K +$216K 1 0.15% New
7319
SIM
Sandia Investment Management
Massachusetts
$212K -$275K 1 0.53% Reduced
7320
IAA
Independence Asset Advisors
Pennsylvania
$210K -$1.98M 1 0.12% Reduced
7321
MVF
Markin Volterra Fund
New York
$208K +$206K 1 0.38% New
7322
FAI
Fiduciary Advisors Inc
Missouri
$208K +$60 4 0.16% Increased
7323
LC
LTG Capital
Massachusetts
$206K +$203K 1 0.16% New
7324
TBF
True Blue Financial
Michigan
$204K +$202K 1 0.17% New
7325
KCWM
Kane Co Wealth Management
Iowa
$204K +$201K 1 0.18% New